Scale support as your product grows
Deflect repeat questions about financing options so your team focuses on high-value work. Chatref guides customers through mortgage types, down payments, and financial considerations – all from your own content.
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Why it matters
The problem this solves.
Repeat customer questions
Your team keeps answering the same basic support questions over and over.
Slow onboarding
New users get stuck in your help docs and can’t find the next step.
Outdated content
Scattered or old financial info confuses customers and slows them down.
Regional rules
Keeping up with local financing laws across markets is a hassle.
The Chatref solution
Scale support without adding headcount.
A prospect asks about payment terms during a demo. AI pulls the exact answer from your pricing guide. They book a call – no queue, no wait, no friction. Scale support as your product grows.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own docs – no training.
Resolve ‘Where’s my data?’ in chat with one click – no email loops.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Teams cut repeat questions by half
How Chatref turns your own guides into fast, accurate support
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.
Customers get clear answers about mortgage types – straight from our own guides. No more generic chatbot confusion.
Our support team handles fewer repeat questions about down payments. Chatref resolves most cases automatically.
of import questions answered before they reach the team
Financial info stays updated and centralized. Regional rules are easy for customers to find.
Won’t importing old content bring in outdated answers?
You pick 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 migration?
Minutes. Upload content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.
Does it work with different content formats or languages?
Chatref handles help docs, guides, site pages, and files. It answers across languages from one set of 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 data.
Will customers notice the migration?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, showing the exact steps you wrote.
What if imports fail?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Will it help with field mapping?
Yes. It walks users through matching columns to fields using your documentation rules.
Deflect repeat questions – free start
Paste your docs, let AI answer instantly in your brand’s voice.
Part of Chatref for Chatref for New Home Builders · Real Estate hub · pricing.