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Turn your invoicing help docs into an AI support agent

Chatref answers questions instantly from your content – reducing repetitive tickets and improving onboarding. Scale support without adding headcount.

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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 over and over.

Slow onboarding

New users struggle to find the next steps in your docs.

Global support

Customers ask the same questions in different languages and time zones.

24/7 support

Customers expect help anytime, but your team can’t be available all the time.

Deflect repeat questionsSpeed up onboardingHandle multilingual supportScale without adding headcount

The Chatref solution

Resolve repeat questions instantly.

Fig. 1 · Resolve repeat questions instantlyAI answers from your invoicing docs – no dead ends or guesswork.

Customers ask the same questions over and over. AI resolves them instantly from your own content – no more repeating answers. Your team handles only the cases that need 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 with full chat history.

Loved by support teams

SaaS teams scale support effortlessly with Chatref

See how brands deflect repeat questions and turn chats into insights.

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 onboarding guide now handles 90% of new-user questions. Customers set up their first campaign in half the time.

Pinehook

We cover every region and timezone with one set of content. Support questions don’t pile up overnight.

Cardinal CRM
68%

of import questions answered before they reach the team

Chatref captures warm leads from support chats. Our sales team follows up on high-intent questions instantly.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

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 invoicing software?

Chatref only answers from your approved docs. No guesswork.

How do we handle sensitive invoicing 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.

Turn your invoicing docs into an AI support agent – free

Start for free. AI answers questions in your brand’s voice, captures leads, and hands off complex cases.

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