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Scale SaaS support without repeating yourself

Chatref answers customer questions from your own content – no extra work. Let AI handle routine queries so your team focuses on what matters.

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Take a tour of the product

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.

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 hours 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 warm leads captured

Valuable signals from support chats slip away because no one captures them.

What you get

Four wins for SaaS support teams

The big picture

SaaS support teams stop repeating answers – AI uses your content, not the web.

Fig. 1 · The support gapwhy support stops scaling with every signup

As you add users, the number of questions climbs steeply. With Chatref, the share that reaches your team stays flat — Chatref answers the growing gap from your own content, so support does not scale with signups.

How it works

Turn your help docs into instant answers

Feed Chatref your guides and FAQs once. It learns them, then answers questions 24/7 – so your team handles only the cases that need a person.

Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions from your own content.

Drop in one widget snippet Embed the Chatref widget on your site. It connects to your content and starts resolving customer questions instantly.

AI answers grounded in your content Customers get answers from your docs – no dead-end links. AI resolves setup snags, pipeline questions, and permission issues using only what you’ve written.

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.

AI for SaaS support

Find your industry

One AI agent answering customer questions – across every tool and language. Deflect repeat questions.

Real questions

SaaS support examples

Answer product FAQs straight from your docs.

Guide users through setup steps in real-time.

Fix errors instantly with troubleshooting from your guides.

Capture leads during support chats for sales teams.

Onboard users faster with instant answers to repeat questions.

Provide 24/7 support across regions using your existing content.

Reduce ticket volume by deflecting common questions automatically.

Scale support without adding more human agents.

Turn chat interactions into insights to improve your product.

AI answers your docs

Stop repeating yourself – let AI handle routine support

Turn your help content into instant answers, so your team focuses on what matters. Chatref keeps your CRM scalable – without adding headcount. Explore how:

The math

Cut support costs – with answers from your own content

Every chat resolved without human help is money saved. Chatref turns your docs into instant answers – so you scale support without adding headcount. Results depend on your content and product.

  • Deflect repeat questions before they hit the queue
  • Speed up onboarding with instant answers 24/7
  • Scale support globally without night shifts or new hires
  • Turn support chats into warm leads for sales
  • Free your team to focus on high-value work

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.

Northwind Analytics

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.

Pinehook

It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.

Cardinal CRM
71%

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.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Will Chatref replace our human support team?

No. It handles routine questions so your team can focus on complex issues.

How does Chatref ensure accurate answers?

It only uses your own content – no guesses or made-up answers.

What happens if Chatref can't answer a question?

It hands off to your team with full context – no repeated questions.

How does Chatref integrate with our CMS?

It works with any CMS. Just add your content and drop in the widget snippet.

Is Chatref just a search box in a chat window?

No. It gives instant answers and can take action – like resetting passwords.

Can it handle our unique product rules?

Yes. Upload your setup docs and permission guides – it answers only from that content.

Does it deflect repeat questions?

Yes. It handles routine queries so your team tackles complex cases.

How long does setup take?

Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done.

Can it 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 docs are outdated?

It only uses what you give it. Update your docs, and it uses the new content immediately.

How do we track what users are asking?

It sends a weekly insights email. It shows top questions and where your docs need improvement.

Does it charge per agent seat?

No. You pay based on usage – not per seat. Scale support without growing your bill.

Bring Chatref to your chatref for content management.

Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.

Part of the SaaS support hub · see pricing.