One widget. Multiple studies. Separate pipelines.
Sites running three concurrent protocols can't afford mixed-up candidate pipelines. Chatref tags every conversation by study, separates coordinator queues, and keeps each protocol's recruitment pipeline clean.
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Why it matters
The problem this solves.
The challenge
Sites running multiple concurrent studies receive mixed inquiries from a single website. Separating candidates by protocol
What it costs
Candidates are directed to the wrong coordinator. Sponsor reports can't be separated by protocol. Recruitment metrics are
The Chatref way
Chatref identifies which study a candidate is inquiring about, tags the conversation, and routes to the right coordinator queue —
The Chatref solution
How Chatref manages multi-study pipelines.
A visitor arrives and indicates interest in one of several active studies. Chatref identifies the protocol, loads the relevant study content, runs the appropriate pre-screening flow, and routes the lead to the correct coordinator queue — tagged by protocol, phase, and candidate
Real questions
What Chatref answers here.
Can I be considered for more than one study at your site?
I'm interested in the diabetes study — am I eligible?
How do I know which study is right for me?
Are you running any studies for people over 60?
Is the cardiovascular study still enrolling?
I applied before — is there a new study I could join?
Loved by support teams
Multi-study sites, keeping every protocol's pipeline clean.
How sites use Chatref to manage concurrent study recruitment without mixing candidate pipelines.
Chatref took over the after-hours inquiry calls and the eligibility pre-screening that used to fill our coordinator's mornings. Our team now spends their time on candidates who are actually likely to qualify — screening visit slots stopped going to waste.
Potential participants used to call, hit voicemail, and never follow up. Now Chatref captures their interest at midnight and delivers a pre-screened lead to the team by morning.
It answers participant FAQs from our own protocol docs, in plain language. Most candidates get everything they need to decide before they ever speak to a coordinator.
of study inquiries answered or pre-screened before coordinator involvement
One widget handles Spanish and English inquiries across three concurrent studies. We stopped losing community-based candidates to language barriers.
How many concurrent studies can one Chatref widget handle?
As many as you need. Each study gets its own workspace with its own knowledge base and pre-screening flow. The widget identifies the relevant study early in the conversation.
How are coordinator queues kept separate for different studies?
Each study's workspace has its own shared inbox. Coordinators assigned to a study see only that study's leads.
Can CRO sponsors see pipeline activity across sites?
Yes. CRO operations can be given access to view conversation tags and pipeline status across all sites running a given protocol.
What if a candidate is eligible for more than one study?
Chatref can flag the cross-study eligibility and route the conversation to a coordinator who can advise — it captures the candidate once and lets the team decide on the best protocol.
How do I update one study's content without affecting others?
Each study workspace is independent. Updating one study's knowledge base or eligibility criteria has no effect on others.
Keep every study's recruitment pipeline separate.
Add your studies, configure each workspace, drop in one snippet, and let Chatref route every inquiry to the right coordinator — free to start.
Part of Chatref for Clinical Trial Sites & CROs · Healthcare hub · pricing.