Cut repetitive trade questions instantly
Chatref answers routine execution help from your own guides – so your team handles only complex cases. Scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat trade questions
Support keeps answering the same basic trade execution questions over and over.
Slow responses
Traders wait too long for help, hurting your platform’s reputation.
Outdated guides
Keeping trade execution guides updated across regions is tedious and time-consuming.
The Chatref solution
Trade questions answered instantly.
A trader hits a snag in an order. They ask Chatref. AI pulls the exact next step from your trade execution guide. The issue resolves. They keep trading – no queue, no wait, no friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Real teams cut repetitive trade questions instantly
How Chatref keeps users moving with accurate, self-serve execution guides
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.
Trade execution used to stall and land in our queue. Now Chatref walks users through the steps from our own guide, and most finish without us.
Our long execution guide used to vanish in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Trade execution questions no longer pile up overnight.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. AI only answers from your content.
How fast is setup?
Minutes. Add your content, drop in the widget snippet, and your AI starts answering. No coding or rewrites needed.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. Answers across languages from one set of imported content.
Is my content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it answer import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Cut trade questions instantly – free start
Paste your guides and let AI resolve routine trade help in your brand’s voice.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.