Automate ERP support with your own content
Chatref answers customer questions from your docs – cutting repetitive work and speeding up onboarding.
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Why it matters
The problem this solves.
Repeat questions
Your team answers the same basic support questions daily.
Slow onboarding
New users get stuck in your docs and can’t find next steps.
Global support
Customers ask the same questions in different languages.
The Chatref solution
Automate ERP support with your own content.
Your customers ask the same ERP questions daily. AI answers instantly from your own docs – no dead ends or guesswork. They get help fast, and your team handles only what needs a person.
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 to agents with full chat history.
Under the hood
The features that power it.
Loved by support teams
SaaS teams scale support with their own content
See how they cut repetitive tickets and improve onboarding.
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 ERP docs now answer field mapping questions directly in chat – no more stalled imports landing in our queue.
Donors get instant answers about giving, even after hours. Our team focuses on major gifts instead of repeat questions.
of import questions answered before they reach the team
One set of content handles every language and time zone. Donor questions don’t pile up overnight.
Won’t this confuse customers with another chat option?
Chatref works alongside your email support – no extra steps. Customers get instant answers in their inbox.
What if the AI gives wrong answers about our CRM?
Chatref only answers from your approved docs. No guesswork.
How do we handle sensitive CRM data in chats?
Chatref follows your security policies. Human agents review flagged conversations.
Is this just another chatbot that sends article links?
Chatref resolves issues in chat – no dead-end links. If needed, it hands off to a human with full context.
How will this handle questions in different languages?
One AI agent covers every language – grounded in your English-first content.
What if a donor 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.
Automate ERP support with your own content
Start for free – AI answers customer questions in your brand’s voice.
Part of Chatref for ERP Software Support · SaaS hub · pricing.