Automate support in your cloud CRM
Chatref answers instantly from your own docs – no repetitive questions, just faster resolutions. Keep support scaling without adding headcount.
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Why it matters
The problem this solves.
Repeat questions
Your team spends too much time answering the same basic support questions.
Slow onboarding
Customers struggle to find the exact next step in your help docs.
Global support
Keeping CRM support consistent across regions is a challenge.
The Chatref solution
Keep answers alive during CRM switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture leads asking about CRM moves.
Deflect ‘How do I create a report?’ before it reaches the queue.
Under the hood
The features that power it.
Loved by support teams
Teams cut support tickets in half – here’s how
See how Chatref turns your existing content into instant answers that keep users moving.
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.
Chatref pulls the exact steps from our guides – no more 'how do I start' emails clogging our inbox.
Users trust the answers because they come straight from our own docs – not generic advice.
of import questions answered before they reach the team
One set of content now handles every region and time zone without adding more agents.
Won’t outdated content give bad answers?
You pick what to import. Start with your best guides, then use insights to update weak spots. Your AI only answers from what you give it.
How quick is setup?
Just minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waiting.
Does it work with multi-language content?
Yes. It answers in all languages from one set of imported docs – keeping your whole team covered.
Is my content kept private?
Absolutely. Your data stays yours. Chatref never searches the web or shares anything.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – same help, just faster.
Can it handle import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if something goes wrong?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Automate support in your cloud CRM – free start
Paste your help docs and let AI resolve questions instantly in your brand’s voice.
Part of Chatref for CRM Platforms · SaaS hub · pricing.