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Turn your invoicing docs into an AI support agent

Chatref answers customer questions instantly, using only your own content – freeing your team to focus on complex cases.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Your team wastes time answering the same basic support questions.

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.

Deflect repeat questionsSpeed up onboardingHandle multilingual supportTurn chat data into insights

The Chatref solution

Scale invoicing support effortlessly.

Fig. 1 · Scale invoicing support effortlesslyAI handles repeat questions – freeing your team for what matters.

Your invoicing docs hold the answers. AI turns them into instant support – no dead ends or guesswork. Customers get help fast, and your team focuses on high-value work.

Real questions

What Chatref answers here.

Auto-answer ‘How do I import contacts?’ instantly.

Explain pricing tiers in simple terms during chat.

Guide users through setup steps without leaving the conversation.

Capture leads when customers ask about premium features.

Loved by support teams

Cut support volume with answers from your own content

See how teams deflect repeat questions and improve onboarding instantly.

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.

Northwind Analytics

Our invoicing guide now handles 90% of setup questions. Customers complete onboarding faster – no waiting for our team.

Pinehook

Chatref walks users through troubleshooting with our exact steps. No more generic articles that don’t solve the problem.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content supports every region. Local teams no longer translate FAQs or handle overnight chats.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t this confuse customers with another chat option?

Chatref fits into your existing email support flow. No extra steps for customers.

What if the AI gives wrong answers about invoicing?

Chatref only uses your own content. No made-up responses.

How do we handle sensitive invoicing data in chats?

Chatref follows your security rules. Human agents review flagged conversations.

Is this just another chatbot that sends article links?

Chatref resolves the whole question – no dead-end links.

How will this handle questions in different languages?

One AI agent covers every language – grounded in your English-first content.

What if a customer 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.

Turn your docs into an AI support agent – free

Start for free. AI answers customer questions in your brand’s voice.

Part of Chatref for Invoicing Software · SaaS hub · pricing.