Workflow
How do I restore data from a backup?
Restoring data from a backup is fast and guided when you use Chatref. Train an AI agent on your backup-restore documentation, then let it walk users through the steps - from locating the right backup to initiating the restore. With custom actions, the agent can even trigger the restore process for them, so your team spends less time on support tickets.
Add your backup and restore docs to Chatref's knowledge base
Upload your backup policies, restore procedures, and FAQ pages as PDFs or URLs directly into Chatref. The knowledge base grounds all agent responses in your own content - no guesswork, no hallucination. Include everything from naming conventions to step-by-step recovery commands, so the agent can answer any restore-from-backup question with real, accurate instructions.
Let the AI agent guide data restoration in real time
Once trained, your Chatref agent can walk users through a backup restore live. It asks clarifying questions, confirms the correct backup source and restore point, and surfaces the exact steps from your docs. Because the agent uses only your content, every guidance is tailored to your specific backup environment - whether you're restoring a single server or an entire SaaS tenant.
Automate the restore with custom actions
Turn common restore requests into self-service tasks with custom actions. Connect your backup system's API to Chatref and build actions that collect the required details (e.g., snapshot ID, target location) and then trigger the restore directly from the chat. Users get a guided workflow that ends with an actual data restoration - no need to open a ticket or wait for an admin.
Test and refine your backup restore agent
Before you go live, use Chatref's live playground to simulate restore-from-backup scenarios. Review the conversation inbox to see where users hesitate or ask follow-ups, then update your knowledge base to fill those gaps. A few quick test runs now mean smoother, more confident data restorations for every user later.
FAQ
What steps are involved in restoring data from a backup?
When you use the Chatref agent, it will confirm the backup source and the dataset you want to recover. It guides you through selecting a restore point, checks your permissions, and asks for a final confirmation. After you confirm, the custom action initiates the actual restore and the agent keeps you updated on progress.
How long does it take to restore data from a backup?
Restore duration depends on the size of your data and your system's performance. The agent can share estimates based on your own documentation. Small recoveries may finish in minutes; large ones can take hours. You'll get a notification through the chat when the operation is complete.
Can I restore specific files from a backup?
Yes, if your backup platform supports granular recovery. The Chatref agent can walk you through picking individual files or folders and triggering a targeted backup restore, so you don't have to recover an entire volume just to get a few documents back.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.