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Turn client chats into actionable insights

Mining conversations for improvements – no surveys. Chatref learns from real feedback to show you exactly what to fix next.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Customers ask the same things over and over, slowing everything down.

Slow onboarding

New users can’t find the exact next step in your help docs and give up.

No visibility

You don’t know which questions trip customers up most.

Deflect repeat questionsSpeed up onboardingScale support without adding staffTurn chats into insights

The Chatref solution

Scale support without adding headcount.

Fig. 1 · Scale support without adding headcountAI handles repeat questions in your brand's voice – humans step in only when needed.

Clients ask the same questions over and over. Chatref deflects them instantly from your help docs, guides or site – no dead-end links. AI resolves issues in your brand's voice. Humans take over only when needed, with full context.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ from your help docs – no new training.

Resolve ‘Where’s my data?’ with one click in chat – no email loops.

Capture warm leads from CRM migration questions.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams cut repetitive questions by half

How Chatref turns your own guides into instant answers – no surveys or setup fees

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.

Northwind Analytics

Chatref mines our docs to spot trends in import questions. Now we know exactly what to clarify next – no surveys needed.

Pinehook

Users get the exact import steps from our own guide. No more generic web advice – trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of guides handles every region. Imports no longer pile up overnight – our team stays lean.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content confuse the AI?

You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.

How fast is setup during a migration?

Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waiting.

Does it work with different content formats?

Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.

Is my old content kept private?

Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares 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.

Can it handle questions about our import format?

Yes – it pulls answers straight from your import guides, showing the exact steps your team wrote.

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 help with field mapping?

Yes. It walks users through matching columns to fields using the rules in your documentation.

Turn chats into actionable insights

Start free – no surveys, just real conversations.

Part of Chatref for Chatref for Conveyancers · Legal Services hub · pricing.