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Problem

How can I restore data from a backup?

Chatref Team2 min read / Updated June 16, 2026

Restoring data from a backup with Chatref is straightforward. Upload your backup documentation, and the AI agent walks your users through each step. For common tasks, custom actions can trigger backup retrieval or file recovery right in the chat, helping your team resolve issues faster.

Set up your backup knowledge base

Start by adding your existing documentation - PDFs, help articles, or recovery runbooks. Chatref's knowledge base reads everything and is ready to answer questions instantly. When a user asks about data restoration, the agent pulls only from your approved content, so every answer is accurate and consistent.

Guide users with AI agents

Once your docs are in place, the AI agent takes over. It handles questions like "How do I restore my project files?" by walking users through the exact restore process from your materials. No more copying and pasting the same instructions - the agent resolves the query on its own, day or night.

Trigger file recovery with custom actions

For hands-on steps, you can configure custom actions to let users recover files or start a backup retrieval right from the chat. For example, a click can kick off a specific restore job or verify a backup's status. This turns a simple Q&A into an interactive recovery tool without building anything custom.

FAQ

How to retrieve lost data from backup?

With Chatref, retrieving lost data is a guided process. Your AI agent knows your exact backup retrieval steps from the knowledge base. A user simply asks, and the agent answers with step-by-step instructions or triggers a retrieval action if you've set it up.

What is the process for restoring files?

The process depends on your backup system, but with Chatref it's always consistent. The agent walks through every stage - from locating the correct backup version to downloading or mounting the files - based on your own documentation. No guesswork, no forgotten steps.

Can I automate data recovery?

Yes. Through custom actions, you can automate parts of the recover files workflow. Configure an action to initiate a restore, check a backup status, or notify a tech when recovery completes. It all happens inside the chat, with no code required.

Put this into practice

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