Instantly answer client account questions
Chatref resolves client account questions in your brand voice – no more repeating answers or hunting for docs.
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Why it matters
The problem this solves.
Repeat account questions
Your team answers the same basic client account questions over and over.
Slow onboarding
New clients can’t find the exact next step in your help docs and give up.
Global support gaps
Support struggles to cover every region and time zone with the same answers.
Manual insights
Tracking client questions and improving services is slow and tedious.
The Chatref solution
Instantly answer client account questions.
A client asks about their account. AI pulls the exact answer from your docs and handles simple tasks. Humans step in only for complex cases – with full context. Scale support without adding headcount
Real questions
What Chatref answers here.
Clients ask about account minimum requirements – Chatref answers instantly.
New clients get fast onboarding with instant doc access.
Regional differences in account services are handled seamlessly.
Client questions reveal pain points to improve services.
Under the hood
The features that power it.
Loved by support teams
Teams stop repeating the same answers
How Chatref turns support content into instant, accurate help
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.
Chatref pulls the exact steps from our guides – no more 'how do I start' emails clogging our inbox.
Users get the exact field mapping from our own docs. Trust in our product went up.
of import questions answered before they reach the team
One set of guides handles every region and time zone. Questions don’t pile up overnight.
Won’t outdated content cause bad answers?
You control what’s imported. Start with your best guides, then update based on insights. Your AI only answers from what you give it.
How fast is setup during a migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or rewrites needed.
Does it work with different content formats?
Yes. It handles help docs, guides, site pages, and files across languages from one set of imported content.
Can I keep my content private?
Yes. Your data stays yours. Chatref only answers from what you import – never searches the web or shares your content.
Will customers notice a change?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if an import fails?
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 walks users through matching columns to fields using your documentation rules.
Instantly answer client account questions – free
Try Chatref today and let AI resolve chats using your own content.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.