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Onboard franchisees faster with step-by-step chat help

Turn your onboarding docs into an AI assistant that guides new owners and agents 24/7 – no waiting, no confusion.

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Why it matters

The problem this solves.

Slow onboarding

Franchisees get stuck in setup with outdated or hard-to-find steps.

Repeat questions

Support teams waste time answering the same onboarding questions repeatedly.

Regional mismatches

One-size-fits-all guides don’t work for franchisees in different regions.

Stalled setups

Franchisees struggle with setup – they need instant, accurate help.

Faster franchisee onboardingSupport handles only tricky casesUpdated docs for every regionGuided chat help completes setups

The Chatref solution

Onboard owners faster with step-by-step chat help.

Fig. 1 · Onboard owners faster with step-by-step chat help – AI walks new franchisees through setup – no dead-end links or guesswork

A new owner struggles with setup. They ask Chatref. AI pulls the exact next step from your onboarding guides. They finish setup. You get a happy owner – no queue, no wait, no lost revenue.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ from your help docs – no new training.

Resolve ‘Where’s my data?’ in the chat with one click – no emails.

Capture leads from customers asking about CRM moves inside the chat.

Turn chat insights into fixes for your migration gaps in minutes.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the Chatref for Real Estate Franchises hub.

Lead Capture for Franchises

Tech Support for Franchises

Multi-Location Support

View all Chatref for Real Estate Franchises solutions

Loved by support teams

Franchisees onboard faster with Chatref’s guided help

How teams cut setup time and keep franchisees moving with self-serve chat 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.

Northwind Analytics

Franchisees complete setup faster with guided chat help – no more waiting for our team.

Pinehook

Support handles only the tricky cases – Chatref deflects repeat questions before they reach the queue.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content works for every region – no more custom guides or language barriers.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Why not just use Wise Agent's built-in chat?

Wise Agent’s chat can’t guide franchisees through setup. Chatref turns your docs into a step-by-step assistant – it captures leads and gives you insights too.

Do we need a separate CRM for onboarding?

No. Chatref works alongside your existing tools. It answers franchisee questions directly from your docs, so no extra software is needed.

Won’t franchisees just call support instead?

Chatref gives instant help – no waiting. If they need a person, support gets full context to resolve the case faster.

How do we keep regional onboarding steps updated?

Chatref pulls from your latest docs. Just update them, and the AI answers reflect those changes immediately.

Won’t importing old content bring in outdated answers?

You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.

How long does setup take?

Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.

What if my 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 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.

Launch your franchisees faster – free

Turn onboarding docs into a 24/7 chat assistant that guides them step by step.

Start for freeTalk to an expert

Part of Chatref for Chatref for Real Estate Franchises · Real Estate hub · pricing.