Scale project management support as your tool grows
Chatref answers questions instantly from your own content – no extra work. Reduce support costs and keep users happy without adding headcount.
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Why this matters
Support gets stuck on repeat questions
Deflect the busywork – not more tickets. Chatref answers setup, import, and permission questions from your own guides the moment they are asked.
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 wastes hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work as tickets pile up and users stall before finishing setup.
No warm leads captured
Valuable signals from support chats slip away because no one captures them.
What you get
Four wins for support teams
The big picture
SaaS support teams stop repeating themselves – AI answers from your docs, not a
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 and answers questions 24/7 – so your team handles only the cases that need a real person.
Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions straight from your own content.
Drop in one widget snippet Embed the Chatref widget on your website. It connects to your content and starts resolving customer questions instantly.
AI answers grounded in your CRM content Customers get answers from your docs – no dead-end links, no digging. AI resolves setup snags, pipeline questions, and permission issues using only what you’ve written.
Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks 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.
SaaS support that scales
Find your industry
One AI agent answering customer questions across every tool and language. Deflect repeat questions.
Real questions
SaaS support examples
Answer 'How do I create a Gantt chart?' instantly from your docs.
Resolve 'What integrations do you support?' without human input.
Capture leads asking 'Does your tool work with Microsoft 365?'
Deflect 'Where can I find your pricing?' to a sales page.
Fix 'API connection failed' errors on the spot.
Set up webhooks in minutes with step-by-step guides.
Onboard users faster with instant setup answers.
Turn FAQs into insights to improve your product.
Project management support
Cut support costs for your project management tool
Stop users from getting stuck on imports, permissions or automations – and let your team focus only on the cases that need a person. Chatref keeps your project
The math
Cut support costs with instant answers
Every chat resolved without human help is money saved. Chatref turns your docs into instant answers – so you scale support without adding headcount. Results depend on your content and product.
- Deflect repeat questions before they hit the queue
- Speed up onboarding with instant answers 24/7
- Scale support globally without night shifts or new hires
- Turn support chats into warm leads for sales
- Free your team to focus on high-value work
- Fix docs causing the most questions with chat insights
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 existing support tools?
No. It works alongside your tools to handle support questions and capture leads.
Is Chatref secure for handling customer data?
Yes. It prioritizes security and privacy, keeping your data safe.
What happens if Chatref can't answer a question?
It hands off to your team with full context – no repeated questions or lost details.
Will it invent answers about our product?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is it 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 product’s unique features?
Yes. Upload your setup docs and guides. It answers only from that content.
Does it replace our support team?
No. It deflects repeat questions so your team can focus on complex cases.
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 product docs are outdated?
It only uses what you give it. Update your docs, and it uses the new content immediately.
How do we know what users are asking?
It sends a weekly insights email. It shows 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 growing your bill.
Bring Chatref to your project management 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.