Prepare clients instantly from your own guides
Chatref answers client questions from your bankruptcy prep docs – no generic web searches. Free up your team for complex cases.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same basic onboarding questions over and over.
Slow support
Your team wastes time explaining steps that should be in your docs.
Outdated guides
Clients get confused by scattered or outdated prep materials.
No insights
You don’t know which topics confuse clients the most.
The Chatref solution
Keep answers alive during onboarding.
A new user hits a snag during setup and pauses. They ask Chatref. AI pulls the exact next step from your onboarding guide. Setup finishes. They start using your product – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no new training.
Resolve ‘Where’s my data?’ in chat with one click – no email loops.
Capture 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 questions in half
How businesses resolve repeat questions with their own content.
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 answers 80% of our repeat questions instantly from our own guides – no more generic chatbot replies. Our team only sees the complex cases.
Our onboarding time dropped by 3 days. Chatref walks new users through setup steps from our own docs – no more stuck emails.
of import questions answered before they reach the team
One set of content now supports every region. Chatref answers in the local language, grounded in our brand voice.
How does Chatref handle outdated content?
You control what’s imported. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from approved content.
How quick is setup during migration?
Just minutes. Upload your content, add the widget snippet, and your AI starts answering – no coding or rewrites needed.
Does Chatref work with different content formats?
Yes. It handles help docs, guides, site pages, and files. Answers across languages from one set of imported content.
Is my old content kept private?
Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares your data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster and more consistently.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps you’ve written.
What if an import fails?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Does it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Prepare clients instantly from your own guides – free start
Add your content, embed the widget, and let AI handle routine prep work in your brand’s voice.
Part of Chatref for Bankruptcy Law Support · Legal Services hub · pricing.