Scale support without adding headcount
Chatref deflects repeat questions and scales with your firm. AI agents answer from your guides – humans step in only when needed.
Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic support questions over and over.
Slow onboarding
New users struggle to find the exact next step in your help docs.
Global support
Maintaining consistent answers across regions and time zones is hard.
Lost leads
Potential clients slip away due to slow or inconsistent support responses.
The Chatref solution
Scale support as your product grows.
A customer asks about a new feature. AI pulls the exact steps from your help docs. They complete setup – no queue, no wait, no friction. Support scales without adding headcount.
Real questions
What Chatref answers here.
AI answers ‘How do I switch CRMs?’ from your guides – no training needed.
Custom actions let clients schedule moves directly in chat – no back-and-forth.
Tag chats to spot trends and fix common CRM setup snags.
Insights loop emails suggest updates to your migration FAQs.
Under the hood
The features that power it.
Loved by support teams
Teams cut support tickets in half
How Chatref deflects repeat questions 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.
Chatref answers 90% of our repeat questions instantly from our own guides. Our team only sees the complex cases.
New users now onboard 3x faster. Chatref pulls the exact steps they’re stuck on – no more generic FAQs.
of import questions answered before they reach the team
One set of docs handles every time zone. Support requests dropped overnight – our team sleeps again.
Won’t outdated content mess up answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated.
How fast is setup?
Minutes. Add content, drop in a snippet, and your AI starts answering.
Does it work with different formats or languages?
Yes – docs, guides, pages, files. Answers across languages from one set of content.
Is my content private?
Yes. Chatref only uses what you import – never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides.
What if imports fail?
It lists common reasons from your docs and hands off to your team for unusual cases.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation.
Deflect repeat questions – start free
Add your content and let AI answer instantly in your brand’s voice. No seat fees.
Part of Chatref for Estate Planning Support · Legal Services hub · pricing.




