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Turn support chats into signups

Chatref qualifies leads automatically from your knowledge base – no extra work, just warm prospects ready to buy.

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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.

Prospect questions lost

Questions from prospects fall through the cracks and don’t reach sales.

Manual lead qualification

Qualifying leads from support chats is slow and inconsistent.

Knowledge base misses

Your help docs don’t capture what prospects and customers are really asking.

Deflect repeat questionsQualify leads automaticallyRoute prospects to salesFocus on high-value chats

The Chatref solution

Turn support chats into signups.

Fig. 1 · Turn support chats into signupsAI answers questions from your docs – no dead ends or guesswork

Prospects ask Chatref. AI pulls the exact next step from your docs. They keep moving and upgrade – no queue, no wait, no trial lost to friction.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ from your help docs – no training needed.

Resolve ‘Where’s my data?’ in chat with one click – no email loops.

Capture leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams turn support chats into signups

How Chatref qualifies leads and routes them to sales with full context

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

Chatref qualifies leads during support chats – no more cold outreach. Prospects arrive in sales with full context.

Pinehook

Our AI agent shares the exact next steps from our own guides – never generic advice. Trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content now handles every region and time zone. No more overnight support pileup.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t Chatref confuse users with too many chat options?

Chatref integrates seamlessly – no extra steps. It just adds faster, smarter answers to your existing support.

How long does setup take?

Minutes. Upload content, add one snippet, and your AI starts answering. No coding or rewrites needed.

What if my content is in different formats?

Chatref works with docs, guides, site pages, and files. It answers across languages from one set of content.

Can I keep my content private?

Yes. Chatref only answers from what you import – it never searches the web or shares your data.

Will customers notice changes?

No. Your AI answers in your brand’s voice using your content – just faster and more consistent.

Can it handle questions about our import format?

Yes – it pulls answers straight from your import guides, so users see the exact steps you provide.

What about failed imports?

It lists common reasons from your docs and hands off to your team with full context for anything unusual.

Will it help with field mapping?

Yes. It walks users through matching columns to fields using the rules in your documentation.

Turn support chats into signups – free start

Capture warm leads from your knowledge base without lifting a finger.

Part of Chatref for Knowledge Base Software · SaaS hub · pricing.