Keep your trading support ahead of fraud
AI answers security questions instantly from your guides – so your team focuses on high-risk cases. No more repeating the same advice.
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Why it matters
The problem this solves.
Repeat fraud questions
Your support team wastes time answering the same security questions over and over.
Hard-to-find advice
Users can’t quickly find the security guidance they need in your help docs.
High-risk delays
Important cases get stuck behind a backlog of low-priority chats.
Global advice sync
Keeping security advice updated across regions is time-consuming.
The Chatref solution
Keep trading support ahead of fraud.
A trader spots a red flag. They ask Chatref. AI pulls the exact next step from your fraud prevention guides. The issue resolves. They keep trading – no queue, no wait, no lost time to fraud.
Real questions
What Chatref answers here.
‘How do I enable two-factor auth?’ – answered instantly from your docs.
‘I think my account was hacked’ – flags it for human review.
‘What’s your fraud policy?’ – links to the latest guide.
‘How do I report suspicious activity?’ – walks them through it.
Under the hood
The features that power it.
Loved by support teams
Teams resolve fraud faster with their own guides
How Chatref cuts repeat fraud questions and speeds up security advice
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Fraud questions used to pile up overnight. Now Chatref answers from our own security guides – no more made-up replies. Our team handles only the high-risk cases.
One set of guides now covers every region and time zone. Fraud alerts no longer pile up while we sleep.
of import questions answered before they reach the team
Chatref gives users the exact next step for security issues – not just a dead-end article link. Trust in our product went up.
Won’t Chatref miss urgent fraud cases?
Chatref flags phrases like ‘hacked’ or ‘fraud’ – these auto-tag and route to your team with full chat history. Results depend on your content.
What if Chatref gives bad security advice?
Chatref only answers from your own guides – no made-up replies. You control the truth.
We use Zendesk – why add Chatref?
Zendesk manages tickets. Chatref deflects fraud questions before they become tickets – freeing your team to focus on high-risk cases.
Is Chatref just another chatbot?
Chatref resolves issues – not just links to articles. Users get help instantly, and your team gets only the cases that need a person.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then use insights to spot what needs updating. Your AI agent only answers from what you give it.
How long does setup take?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites or coding.
What if my content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Keep fraud answers accurate – start free
Paste your security guides and let AI resolve basic questions instantly in your brand’s voice.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.