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Scale support with your own content

Chatref answers customer questions instantly from your guides – reducing repeat work and letting you focus on growing the product.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Customers ask the same things – your team is stuck in a loop.

Slow onboarding

New users get lost in your docs and can’t move forward.

Global support

Same questions come in from every region and time zone.

Deflect repeat questionsSpeed up onboardingHandle multilingual supportTurn chats into insights

The Chatref solution

Turn repeat questions into instant answers.

Fig. 1 · Turn repeat questions into instant answers – AI resolves common issues using your own content – no humans needed for simple questions.

Customers ask the same questions every day. AI answers instantly from your guides and help docs – no dead ends or guesswork. They get help fast, and your team works on what matters.

Real questions

What Chatref answers here.

Auto-answer ‘How do I import contacts?’ with step-by-step instructions.

Capture leads when customers ask about premium features.

Tag chats by feature to spot trends.

Handoff complex cases with full chat history.

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 Accounting Software hub.

Onboarding and Setup Support

Multilingual Accounting Support

Ticket Routing for Accounting Support

View all Chatref for Accounting Software solutions

Loved by support teams

SaaS teams solve support with their own content

See how they deflect repeat questions and scale effortlessly.

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

Our guide on field mapping now walks users through imports step by step. Most finish without our team – we handle only the complex cases.

Pinehook

Donors get instant answers about giving, even outside business hours. Our team focuses on major gifts instead of repeat questions.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content handles every language and time zone. Questions don’t pile up overnight, and volunteers onboard faster.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t customers still need to talk to humans?

Yes – when they do, we hand off with full context so your team resolves issues faster.

What if Chatref gives wrong answers?

Chatref only answers from your content. No made-up replies.

Is this just another chatbot?

Chatref resolves issues instantly – not just article links.

How do I know if my content is good enough?

Results depend on your existing guides. We’ll help you improve them.

How does Chatref handle different languages?

One AI agent covers every language – grounded in your English-first content.

What if a customer needs human help?

Seamless handoff to your team with full chat history and context.

How long does setup take?

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

Scale support with your own content – free start

Start for free. AI answers customer questions in your brand’s voice.

Start for freeTalk to an expert

Part of Chatref for Chatref for Accounting Software · SaaS hub · pricing.