Answer investor questions instantly – in your brand’s voice
Chatref turns your guides into an AI agent that handles repeat questions automatically. Your team focuses on high-value work – no more repeating the same answers.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic investment questions over and over.
Slow onboarding
New investors can’t find the exact next step in your help docs and give up.
24/7 demand
Investors expect instant answers – but your team can’t be available all day.
Outdated FAQs
Keeping FAQs updated across multiple platforms is tedious and time-consuming.
The Chatref solution
Keep answers alive during product growth.
A customer hits a snag with new features and pauses onboarding. They ask Chatref. AI pulls the exact next step from your docs. The issue resolves. They finish setup – no queue, no wait, no churn to friction.
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 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 halve repeat questions instantly
How Chatref turns your guides into instant answers for investors
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.
Investors used to ask the same questions about our 3-3-3 rule. Chatref now answers them instantly from our own guide – no more repeats.
Onboarding used to take weeks. Now Chatref walks investors through our process in minutes – time to value is faster than ever.
of import questions answered before they reach the team
Chatref captures every investor question as a warm lead. Our sales team loves the insights it uncovers about their needs.
Why use Chatref over generic chatbots?
Chatref answers only from your content – no made-up responses. It resolves issues in chat, not just links to articles.
How does Chatref handle the 3-3-3 rule questions?
Chatref uses your own guides and docs to provide accurate, instant answers. No more repeating the same explanations.
Can Chatref integrate with our CRM?
Chatref works alongside your CRM to capture leads and provide seamless support. It doesn’t replace your existing tools.
What if an investor asks a question Chatref can’t answer?
Chatref hands off to a human agent with full context. Your team gets only the cases that need a person.
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. Your AI agent only answers from what you give it.
How long does setup take during migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites or coding.
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 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.
Answer investor questions instantly – free start
Paste your guides and let AI handle routine questions in your brand’s voice.
Part of Chatref for Real Estate Investment Support · Real Estate hub · pricing.