Turn your docs into an AI support agent
Chatref answers customer questions instantly from your estate planning docs – no more repeating the same answers. Your team handles only the tricky cases.
Featured on
Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same probate process explanations over and over.
Slow onboarding
New users can’t find the exact next step in your estate planning docs and give up.
Global support
Managing customer questions across different regions and time zones is tough.
The Chatref solution
Keep answers alive during product changes.
A customer hits a snag after an update and pauses using your product. They ask Chatref. AI pulls the exact next step from your old release notes. The issue resolves. They keep using – no queue, no wait, no churn from friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs instantly.
Resolve ‘Where’s my data?’ in the chat with one click.
Capture leads from customers asking about CRM moves.
Fix gaps in your migration docs with chat insights.
Under the hood
The features that power it.
Loved by support teams
Real teams cut repeat questions in half
How Chatref keeps support scaling with your product
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.
Our probate guide used to get buried in search results. Now Chatref pulls the exact steps customers need – no more 'how do I start' emails.
Customers see the exact probate steps from our own docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of content now handles every region and time zone. Questions no longer pile up overnight.
Won’t outdated content cause bad answers?
Chatref only uses what you import. Start with your best guides – it won’t answer from anything else.
How quick is setup?
Minutes. Add your content, drop in the widget snippet – your AI agent is ready to answer.
Does it handle multiple languages?
Yes. Chatref answers across languages from one set of imported content – keeping your whole team covered.
Is my content kept private?
Yes. Chatref never searches the web or shares your data – it only uses what you import.
Will customers notice changes?
No. Your AI agent answers in your brand’s voice using your content – just faster.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps you wrote.
What if an import fails?
Chatref 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 guides users through matching columns to fields using your documentation.
Turn your docs into an AI support agent – free
Start for free and let customers get answers instantly from your content, not generic chatbots.
Part of Chatref for Estate Planning Support · Legal Services hub · pricing.