Instant answers to every study question — from your own docs.
Participants decide whether to join based on information they can find quickly. Chatref turns your protocol and FAQ content into instant answers at any hour, so interest doesn't fade before the coordinator calls back.
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Why it matters
The problem this solves.
The challenge
Participants want to know about visits, compensation, and procedures before they commit — and they want answers now, not in 48
What it costs
Coordinators answer the same 10 questions every week. Candidates who can't get answers quickly lose interest and move on.
The Chatref way
Chatref learns your study content and answers participant questions instantly — the same answers coordinators give, but available
The Chatref solution
How Chatref builds a study FAQ knowledge base.
You add your protocol overview, participant information sheet, visit schedule, compensation details, and site FAQs. Chatref indexes everything and answers any participant question from that content — instantly, in plain language, in the participant's preferred language.
Real questions
What Chatref answers here.
How many visits does the study involve?
Will I be compensated and how much?
What procedures happen at the first visit?
Can I stay on my current medication?
What happens if I want to leave the study?
Is fasting required before any visits?
Loved by support teams
Research teams, turning protocol docs into round-the-clock participant answers.
How sites use Chatref to answer study FAQs without coordinator involvement.
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.
What study documents should I give Chatref?
Your protocol overview, participant information sheet, visit schedule, compensation details, site address and logistics, and any FAQ document you already give coordinators to reference.
Does it answer from our docs or make up answers?
It answers only from the content you provide. If a question falls outside that content, it tells the participant a coordinator will follow up.
How do I update the knowledge base when study details change?
Update the source documents and re-index. Chatref reflects the new information immediately.
Can it answer in languages other than English?
Yes. The same knowledge base answers in up to 11 languages — no separate translation workflow needed.
What if a participant asks something sensitive?
Chatref stays within your study content and routes anything outside its scope to a coordinator, capturing the question for follow-up.
Make your protocol docs work for you around the clock.
Point Chatref at your study content, drop in one snippet, and give every participant instant answers — free to start.
Part of Chatref for Clinical Trial Sites & CROs · Healthcare hub · pricing.