Answer pricing questions instantly
AI agents use your own content to resolve inquiries in real time. Human agents step in only when needed.
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Why it matters
The problem this solves.
Pricing questions stall sales
Prospects abandon inquiries mid-sale due to unanswered pricing questions.
Repeat support tasks
Support teams waste time repeating the same pricing explanations.
Chatbots fail
CRMs and chatbots don’t resolve pricing questions with confidence.
Slow sales cycles
Manual follow-ups slow down the sales cycle.
The Chatref solution
Answer pricing questions instantly.
A prospect asks about pricing. AI pulls the exact answer from your guides. They get a quote and upgrade – 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
Teams cut support costs with instant pricing answers
How Chatref handles repeat questions so your team focuses on high-value cases.
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.
Prospects get pricing answers 24/7, even outside business hours – no more waiting for replies.
AI deflects repeat questions so your team focuses on high-value cases that need a human touch.
of import questions answered before they reach the team
Human agents take over seamlessly with full conversation history – no lost context or repeated questions.
Won’t AI give wrong pricing answers?
Chatref only uses your own content – no made-up responses. It learns from your latest pricing guides and FAQs.
Do we need to train the AI?
No training needed. Chatref automatically grounds answers in your existing content.
What if the AI can’t answer a question?
It seamlessly hands off to your team with full conversation history.
How do we track pricing-related leads?
Chatref captures and tags conversations for sales follow-up.
Won’t importing old content just bring in outdated answers?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.
Answer pricing questions instantly – free start
Paste your content and let AI resolve inquiries in real time.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.