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Answer cybersecurity questions instantly – in your brand’s voice

Chatref deflects repeat support tickets by answering from your own content. Keep customers secure with accurate, on-brand answers – no extra work.

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Take a tour of the product

Why this matters

Support can't keep up with repeat questions

Deflect the busywork – not more tickets. Chatref answers threats, tools and setup 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 threats, tools and setup questions over and over.

Work stops, queues grow

Security teams 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 cybersecurity support teams

The big picture

Cybersecurity support gets instant answers from your own content – no guesswork.

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 CRM guides and FAQs once. It learns them and answers customer questions 24/7 – so your team only handles cases that need a real 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 CRM content Customers get answers from your docs – no dead-end links. AI resolves setup snags, pipeline questions, and permission issues using only your content.

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.

Cybersecurity support that scales

Find your industry

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

Real questions

Cybersecurity support examples

Answer 'What’s the latest phishing tactic?' instantly from your docs.

Fix 'two-factor auth setup failed' errors without human help.

Provide consistent security advice across all languages and regions.

Hand off complex threat questions to humans with full context.

The math

Save on support – 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

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 existing CRM platform?

No. It enhances your current setup by handling support questions and capturing leads.

Is Chatref secure for handling CRM data?

Yes. It prioritizes security and privacy, keeping your data safe.

What happens if Chatref can't answer a question?

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

Will it invent answers about our CRM?

No. It only uses your own help docs and guides – never guesses or makes things up.

Is it just a search box in a chat window?

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

Can it handle our CRM’s unique rules?

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

Does it replace our support team?

No. It deflects repeat questions so your team can focus on 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 CRM docs are outdated?

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

How do we know 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 cybersecurity software.

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.