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Keep your answers alive during a CRM switch

Migrate your CRM without losing support momentum. Chatref answers import questions instantly from your old help docs – no rebuilds, no downtime.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Customers keep asking the same things about your product over and over.

Slow support

Your team spends too much time answering basic questions instead of solving complex issues.

24/7 coverage

You can’t be online all the time to answer customer questions immediately.

Lead capture

You’re missing out on potential leads because you can’t respond to inquiries fast enough.

Deflect repeat questionsSpeed up customer onboardingSupport customers 24/7Capture warm leads automatically

The Chatref solution

Keep loyalty help alive 24/7.

Fig. 1 · Keep loyalty help alive 24/7AI answers rewards questions from your docs – no guesses, no delays

A guest asks how points work. Chatref pulls the exact answer from your loyalty docs. They get help instantly – no queue, no wait, no friction. Results depend on your content.

Real questions

What Chatref answers here.

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

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

Real teams solve loyalty questions 24/7

How brands keep guests happy with instant, accurate rewards answers

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

Guests get clear explanations about their points and rewards, straight from our own docs. No more made-up answers.

Pinehook

Our team spends less time explaining loyalty programs – Chatref handles the simple questions around the clock.

Cardinal CRM
68%

of import questions answered before they reach the team

Guests stay happy with quick, accurate answers about their benefits, anytime they need them.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content confuse customers?

You pick what to import. Start with your best guides, then use insights to update what’s outdated. Chatref only answers from what you give it.

How quick is setup during a switch?

Just minutes. Add your content, drop the widget snippet, and Chatref starts answering instantly – no coding or rewrites.

Does it work with different content formats?

Yes. Chatref handles docs, guides, site pages, and files – all from one set of imported content across languages.

Is my content kept private?

Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.

Will customers notice any changes?

No. Chatref answers in your brand’s voice using your content, so help stays consistent – just faster.

Can it answer questions about our import format?

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

What if an import fails?

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

Does it help with field mapping?

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

Keep your loyalty program answers flowing – free

Start for free and let AI explain rewards instantly in your brand’s voice.

Part of Chatref for Chatref for Hotels – AI Customer Support · Travel & Hospitality hub · pricing.