Keep your CRM support moving as your product grows
Your users get stuck on setup, imports or permissions. Chatref answers from your own docs – right where they work – so support keeps up without adding headcount.
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Why this matters
Support gets stuck on repeat questions
Deflect the busywork – not more tickets. Chatref answers setup, import, and permission questions from your own guides the moment they are asked.
Inbound Client Queue
Questions arrive from the website intake widget, consultation booking, and case-status & fee enquiries – all feeding a single support pipeline.
Firm Knowledge Base
Chatref indexes your practice areas, intake rules, and fee schedules – verifying every response against your own firm content. It never gives legal advice.
Smart Output Routing
Most enquiries get an instant answer. Qualified matters and anything needing advice are routed to an attorney or the intake team with full context.
Answered Instantly
90%+ of intake, booking, fee, and case-status questions resolved on the spot.
Warm Attorney Handoff
Escalated to an attorney or the intake team with the full conversation transcript.
Setup and import questions arrive from everywhere, at all hours, and converge on Chatref. Chatref answers them from your own CRM guides, and those answers reach every user, on every channel and in every region.
Same questions daily
Your team wastes time answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work as tickets pile up and users stall before finishing setup.
No insight captured
Valuable signals from support chats slip away because no one tracks them.
What you get
Four wins for CRM teams
The big picture
CRM teams cut repeat questions – AI answers from your content, not the web.
Inbound Enquiries vs. Intake Capacity
As the firm grows matters and marketing, enquiry volume grows exponentially. Intake-staff capacity stays flat – creating a widening gap of unanswered prospective clients.
Support Diagnostics
Nearly 190 enquiries go unanswered daily – many lost to the next firm that picks up.
With Chatref
Chatref answers the gap instantly from your own intake rules – turning enquiries into booked consultations.
As a firm scales matters, marketing, and clients, inbound enquiries climb steeply. Without Chatref, the share answered by intake staff barely moves – prospective clients give up and call the next firm. Chatref answers the growing gap from the firm's own intake rules and FAQs, so the team stays calm and no qualified lead is missed.
How it works
Turn your CRM guides into instant answers
Feed Chatref your help docs once. It learns them and answers customer questions 24/7 – so your team only handles cases that need a real person.
Add your help docs and guides Upload your setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions straight from your own content.
Drop in one widget snippet Add Chatref to your site with a single line of code. It’s ready to answer questions in minutes – no complex setup.
AI answers from your content Customers get instant answers about contacts, pipelines, or permissions – all grounded in your own docs. No dead-end links, no digging.
Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
Automate IP support
Solve your industry's pain points
One AI agent that answers the questions your customers actually ask – across every tool and language.
Real questions
CRM support that scales with your product
Answer 'How do I import contacts from Excel?' instantly
Fix permission errors without opening a ticket
Guide new reps through CRM setup step-by-step
Connect email automatically – no support needed
Repair broken workflows in minutes, not hours
Clean up duplicate contacts fast – no manual work
Onboard new hires faster with instant answers
Provide region-specific CRM advice automatically
CRM support wins
Solve every CRM job from setup to renewal
Stop users getting stuck – let AI handle the routine, so your team tackles what matters most. Solve every CRM job from setup to renewal.
The math
Turn chat into profit – not another support ticket
Every chat that never lands in your queue is a ticket you don’t have to pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.
- Deflect the same questions before they become tickets
- Cut first-response time from hours to seconds in every region
- Scale support globally without adding headcount or night shifts
- Turn routine how-to chats into warm leads for sales
- Free admins to build features instead of answering docs
- Use chat insights to fix the docs causing the most questions
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will Chatref invent answers about our CRM?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is Chatref just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions.
Can it handle our CRM’s unique rules?
Yes. Upload your setup docs and permission guides. It answers only from that content.
Does Chatref replace our support team?
No. It deflects repeat questions so your team focuses on cases that need a person.
How long does Chatref setup take?
Most teams go live in under an hour. Add your content, drop in one snippet – no training or coding required.
Can Chatref answer questions in other languages?
Yes. It answers in the user’s language using your translated content. One widget covers every region.
What if our CRM docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately.
How do we know what users are asking?
It sends a weekly insights email. It shows top questions and where your docs need improvement.
Does Chatref charge per agent seat?
No. You pay based on usage – not per seat. Scale support without your bill growing with hires.
Will it work for complex CRM questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
Can Chatref take action inside our CRM?
Yes. It can trigger account tasks like resetting permissions or updating settings – all from your help docs.
What if the AI can’t answer a question?
It hands off to a human with full chat history – so no one repeats themselves or loses context.
Bring Chatref to your chatref for intellectual property.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Legal Services support hub · see pricing.