Answer client questions instantly with your own content
Reduce repetitive questions and speed up responses without adding staff. AI answers from your help docs, 24/7.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same things over and over – draining your team’s time.
Slow onboarding
New users get stuck in docs and can’t find the exact next step.
Global support
You need to cover every region and time zone – but don’t have the headcount.
No insights
You’re flying blind – no data on what confuses customers most.
The Chatref solution
Keep answers alive during a switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own 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.
Use chat insights to fix migration gaps in your content.
Under the hood
The features that power it.
Loved by support teams
Teams cut repeat questions in half
How Chatref deflects common inquiries with your 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.
Clients get instant answers about our services from our own website – no more waiting for replies or getting outdated info.
Chatref handles basic questions so our team focuses on complex cases. Clients love the quick, accurate responses.
of import questions answered before they reach the team
One set of docs now supports every region. No more translating or updating guides for each market.
Won’t outdated content give wrong answers?
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 Start with your best guides, then use insights to update what’s outdated.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 rewrites needed.
Does it work with content in different formats?
Yes. Chatref handles help docs, guides, site pages, and files across languages – all 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 your data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your imported content, so help stays consistent – just faster.
Can it answer questions about import formats?
Yes. It pulls answers straight from your import guides, showing users the exact steps you wrote.
What if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Will it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Reduce repetitive questions – free start
Paste your help docs and let AI answer instantly in your brand’s voice.
Part of Chatref for Chatref for Conveyancers · Legal Services hub · pricing.