Deflect repeat questions about trust funds
Your own guides power the AI – so answers are always accurate and on-brand. Focus your experts on complex cases.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same trust fund setup questions daily, draining your team’s time.
Slow onboarding
New clients struggle with trust fund setup, delaying their time-to-value.
Missing insights
You don’t know which trust fund topics confuse customers the most.
The Chatref solution
Keep trust fund answers alive 24/7.
A prospect hits a snag setting up their trust fund. They ask Chatref. AI pulls the exact next step from your setup guide. The workflow completes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
AI explains trust fund types from your guides – no new training.
Chat captures a lead asking about special needs trusts at 2AM.
Customer uploads docs for trust setup help in the same chat.
Weekly report flags ‘funding sources’ as a top confusion.
Under the hood
The features that power it.
Loved by support teams
Real teams cut trust fund setup questions in half
How SaaS companies reduce onboarding time with instant, accurate answers
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.
Trust fund setups used to stall and land in our queue. Now Chatref walks users through the full workflow from our own guide – most finish without us.
Our long trust fund guide used to vanish in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
of import questions answered before they reach the team
Users see the exact trust fund setup steps from our own docs – not generic advice. Trust in our product went up.
Won’t customers still need human help for trust setup?
Chatref resolves simple questions instantly – like trust basics or document checklists. Your team handles only complex cases, with full chat history.
Can it really understand our specific trust fund products?
Yes – Chatref answers only from your own content. Add your trust guides, and it explains them in simple terms.
What if the AI gives wrong trust fund advice?
Chatref never makes things up. It only answers from your approved materials. Human handoff ensures accuracy for complex cases.
How do we know which trust topics to improve?
Chatref tracks confused customers. Weekly insights show exactly where your guides need updating.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then use insights to spot updates needed. Your AI only answers from what you give it.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
What if my old content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Deflect trust fund questions – start free
Add your guides and let AI answer instantly in your brand’s voice.
Part of Chatref for Estate Planning Support · Legal Services hub · pricing.