Free your team from repeat contact questions
Chatref answers instantly from your own content – so advisors focus on high-value interactions. Reduce calls about contact info without adding headcount.
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Why it matters
The problem this solves.
Repeat contact questions
Customers keep asking for your phone number and office hours.
Wasted advisor time
Your team spends hours answering basic contact info questions.
Scaling support costs
Support costs grow as your customer base expands.
Inconsistent answers
Different advisors give conflicting contact details.
The Chatref solution
Keep support scaling with your product.
A customer asks about a new feature. AI pulls the answer from your help docs and resolves it instantly. Humans handle only the complex cases with full context. Support scales without adding headcount.
Real questions
What Chatref answers here.
AI instantly answers ‘How do I switch CRMs?’ from your docs.
Clients get instant help to move data – no waiting.
Advisors focus on complex cases, not repeat questions.
See which contact methods clients prefer in insights.
Under the hood
The features that power it.
Loved by support teams
Teams cut repeat questions by half
How Chatref turns your own content into instant, accurate answers.
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. Users get answers instantly.
Clients trust our product more since Chatref shares our own docs – not generic advice.
of import questions answered before they reach the team
One set of content now handles every region and time zone. No more overnight question pile-ups.
We already use Salesforce – why add Chatref?
Chatref complements your CRM by handling the first line of support. It deflects repeat questions before they reach your team – freeing advisors for strategy.
Won't clients still need to speak to someone?
For complex issues, Chatref seamlessly hands off to your team with full context. Simple questions get instant answers.
How accurate are the AI's answers?
Chatref only uses your own content – no made-up replies. Results depend on how complete and clear your help docs are.
What languages does Chatref support?
Chatref answers in your clients' preferred language – all from one set of content.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
What if my old 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.
Free your team from repeat questions
Start for free – paste your help docs and let AI answer instantly in your brand’s voice.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.