Stop your CRM users from getting stuck on setup, imports, or permissions.
Your users hit snags in their pipeline. When setup, imports, or permissions slow them down, they stall. Chatref answers from your own docs – right where they work – so support keeps up as your CRM grows.
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Why this matters
Support keeps getting bogged down by the same questions
Stop repeating yourself – let AI handle the busywork. Chatref answers setup, import, and permission questions from your own guides so your team stays on the work that matters.
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 spends hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work, tickets pile up, and users stall before they finish setup.
Chatbots fail users
Generic chatbots send customers to dead-end articles instead of solving their problem.
What you get
Four wins for CRM teams
The big picture
CRM teams cut repeat questions – AI answers from your own content, not the web.
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 guides and FAQs once. It learns them – 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 learns them fast to answer questions from your content.
Drop in the widget snippet Add one line of code to your site. Chatref starts answering questions instantly – no extra work.
AI answers from your content Customers get answers right in the chat – no dead-end links, just fast help from your own docs.
Human handoff with full context When a question needs you, Chatref passes it along with the full chat history. Pick up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
AI-powered support
Find your industry
One AI agent that answers the questions your customers actually ask – across every tool and language.
Real questions
CRM support questions answered instantly
AI guides users through connecting their account – no ticket needed.
Pricing questions resolved with a captured lead for sales to follow up.
Onboarding steps explained in chat – deflects support requests before they start.
Complex billing questions handed off to humans with full context.
AI troubleshoots CRM imports from Excel without opening a ticket.
Fix permission errors instantly – no support queue delays.
Set up sales pipelines step-by-step in minutes via chat.
Connect Gmail to CRM in under a minute with AI guidance.
AI for CRM support
Solve every CRM question instantly
Turn your docs into an AI agent that answers in your brand’s voice – no search box needed. Deflect repeat questions and let humans handle only what needs a
The math
Cut support costs – boost revenue
Every chat that doesn’t hit your queue saves money. Chatref turns your docs into instant answers – so you pay less for support and more sales happen. Results depend on your content.
- Fewer tickets – lower support costs
- Faster onboarding – higher retention
- Warm leads from support chats
- Product insights for better features
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.
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.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
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.
Will Chatref replace our human support team?
No – it handles repeat questions so your team can focus on cases that need a human.
What if Chatref gives wrong answers?
It only answers from your own content. It won’t make things up like generic chatbots.
How do we maintain Chatref?
Just keep your docs up to date. It pulls answers from there – no extra work.
Is Chatref 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.
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 docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately.
How do we know what users are asking?
It sends a weekly insights email. It shows the 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 your bill growing with every new hire.
Will it work for complex CRM questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
What if the AI can’t answer a question?
It hands off to a human with full chat history – so no one repeats themselves or loses context.
Bring Chatref to your knowledge base 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.