Speed up onboarding with AI-powered guides
Chatref walks customers through setup using your own content – so humans only handle complex cases. Reduce ticket volume and scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat onboarding questions
Your team spends hours repeating the same setup instructions.
Slow onboarding process
New users get stuck – they can’t find the next steps in your docs.
Global support challenges
Customers ask the same questions in different languages and time zones.
The Chatref solution
Reduce onboarding time with AI.
Your team spends hours repeating the same onboarding steps. AI walks customers through setup using your own guides – no dead ends or guesswork. Customers get set up faster, and your team handles only complex cases.
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 CRM feature to spot trends.
Handoff complex cases with full chat history.
Under the hood
The features that power it.
Loved by support teams
Cut onboarding time with AI-powered setup guides
See how teams reduce support tickets and improve user experience.
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.
Our setup guide now handles common field mapping questions – users finish imports without our help. Admins focus on the real migrations.
Donors get instant answers about giving, even outside business hours. Our team works on major gifts instead of repeat questions.
of import questions answered before they reach the team
Volunteers onboard faster with step-by-step guidance from our handbook. No more stalled training sessions.
Won’t AI give wrong answers about setup?
Chatref only answers from your approved guides – no made-up responses.
How do we handle setup questions needing screenshots?
Chatref guides users through steps while human agents handle visuals.
What if our setup process changes often?
Update your guides – Chatref improves its answers automatically.
Can it work with our existing support tools?
Chatref integrates with your help desk – handoffs include full chat history.
Won’t this confuse customers with another chat option?
Chatref uses your email support flow – no extra steps.
Is this just another chatbot sending article links?
Chatref resolves issues in chat – no dead-end links.
How will it handle questions in different languages?
One AI agent covers every language – grounded in your English content.
What if a customer needs human help?
Seamless handoff to your team with full chat history and context.
Speed up onboarding with AI-powered guides – free start
Start for free. AI answers customer questions in your brand’s voice.
Part of Chatref for Chatref for Content Management · SaaS hub · pricing.