Deflect repeat questions about Excel templates
Chatref scales support by answering from your own guides – no generic searches. Reduce ticket volume and free up your team.
Featured on
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.
The Chatref solution
Scale Excel invoice template support.
Your team gets asked the same Excel invoice template questions daily. AI answers instantly from your own guides – no dead ends or guesswork. Customers get help fast, and your team focuses on what matters.
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
SaaS teams reduce support tickets with their own content
See how businesses cut onboarding time and scale effortlessly.
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 Excel invoice templates used to confuse users – now Chatref answers directly from our guide. No more made-up responses.
Chatref resolves invoice formatting issues in chat – no dead-end article links. Our team handles only the tricky cases.
of import questions answered before they reach the team
One set of content now supports every region and language. Invoice questions don’t pile up overnight.
Won’t this confuse customers with another chat option?
Chatref fits into your existing email support flow – no extra steps. Customers get instant answers in their inbox.
What if the AI gives wrong answers about our product?
Chatref only answers from your approved docs. No guesswork.
How do we handle sensitive 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 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.
Stop repeating yourself – start for free
Turn your docs into an AI agent that answers customer questions in your brand’s voice. No credit card needed.
Part of Chatref for Invoicing Software · SaaS hub · pricing.