How can I automate my backup processes?

Load your backup documentation, runbooks, and recovery guides into Chatref. The knowledge base ingests everything from PDFs and URLs to plain text, then serves precise, sourced answers to both your team and end users. Whether it is explaining how to schedule a backup or troubleshooting a failed job, the answer always stays grounded in your own materials - no guesswork, no hallucinations. This transforms scattered docs into an always-on, self-serve backup automation resource.

Repeat questions about backup schedules, retention policies, or auto-recovery steps never need to wait in a queue. Chatref’s AI agents automatically handle these from your knowledge base, in your brand voice, day and night. The agent resolves the query, walks users through recovery procedures, and only escalates to a human when a case truly needs personal attention. It is backup support that scales without headcount.

Bring scheduled backups right into the chat experience. With custom actions, you can collect necessary parameters (like target, frequency, or retention) and call your own backup scheduler - a webhook, API, or internal tool - directly from a conversation. Users simply describe what they need, and the agent initiates the job, confirming success. Automated data protection becomes a seamless, chat-driven workflow.

When a recovery is needed, integrate auto-recovery directly into your support flow. Custom actions can invoke your restoration scripts while the AI agent keeps the user informed with step-by-step guidance pulled from your knowledge base. The entire process, from start to confirmation, happens automatically, giving your users fast, reliable, and hands-off file recovery.

How to schedule automatic backups?
Use Chatref’s custom actions to capture scheduling details and trigger your backup scheduler via API or webhook. Your knowledge base equips the AI agent to explain scheduling options, while the custom action executes the task in real-time - no manual intervention needed.

What tools can automate data recovery?
Chatref’s AI agents give you a recovery automation layer: they retrieve recovery steps from your knowledge base instantly and can fire custom actions to initiate your restoration tools. Pair them with your existing backup infrastructure for a unified, automated recovery experience.

Can I set up auto-recovery for my files?
Yes. Configure custom actions to call your recovery scripts and let the AI agent guide users with accurate, doc-grounded instructions. Once triggered, the process runs unattended, turning manual restore operations into streamlined auto-recovery.