Use case
The AI expert buyers ask before they ask a rep
Most buyers spend the bulk of evaluation alone on your pricing page, comparison content, and integration docs. Chatref answers their real questions from your own sources – and routes the serious ones to your team with full transcript context.
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Sales automation with an AI chatbot focuses on the middle of the funnel – the evaluation stage where prospects are actively researching pricing, comparing alternatives, checking integrations, and validating fit. Chatref supports sales teams by deploying chatbots on marketing pages that answer evaluation questions from your own content: pricing pages, product docs, comparison articles, integration pages, security pages, and case studies. Because each Chatref account can run unlimited chatbots, teams spin up dedicated bots for specific segments, industries, or comparison pages, each pointed at its own knowledge base and branded with its own color, bot name, and widget icon. Suggested starter messages surface the common questions buyers ask first. When a prospect asks a high-intent question or explicitly requests a human, the bot captures their email, flags the conversation for human handoff, and notifies the agent owner so a rep can continue with the full transcript. Chatref does not replace your CRM, your outbound SDR tool, or your call intelligence platform. It is the answer engine that runs during the 80 percent of evaluation time your rep is not in the room. Pricing is pay-as-you-go: $50 free credit, 1 to 5 credits per answer, no seat fees, no plan tiers.
Answer from your own sources · route high-intent to reps · $50 free credit
At a glance
The short version.
Unlimited
Bots per account
24/7
Evaluation coverage
10
Languages
$50
Free credit on signup
- Chatref answers evaluation-stage questions – pricing, comparisons, integrations, security, limits – from your own marketing and product content.
- Unlimited chatbots per account means each pricing, comparison, industry, or competitor page can have its own bot trained on the content that matters for that buyer.
- Suggested starter messages surface the common questions buyers ask first, so the widget opens with real prompts instead of a blank box.
- Human handoff preserves the full transcript and captures the buyer's email, so when a rep picks up the conversation there is zero lost context.
- Pay-as-you-go means lean sales teams do not pay the per-seat SDR-platform tax. $50 free credit covers most teams through their first month.
The problem
Where deals slow down is not where your rep is looking
Modern buyers self-educate first and talk to sales last. The deal is made or lost on the pricing page, the comparison article, and the integrations list – long before the first discovery call.
Evaluation happens off-hours
Buyers research at 11 PM on a Tuesday. No SDR is awake. A form promising a reply in a day loses to a competitor whose chatbot answered the integration question two seconds after it was asked.
The deal-killing questions are specific
Does it support SAML. Does it work with our warehouse. What is the overage rate. Will it handle 40k seats. These questions do not fit a generic sales script and nobody waits days for the answer.
Reps answer the same five things forever
Every AE answers the same questions about pricing tiers, rate limits, SSO, and competitor comparisons. That time is not selling time – it is FAQ delivery dressed up as a discovery call.
How it works
From evaluation question to qualified conversation
Train bots on what buyers evaluate
Upload pricing pages, comparison articles, integration docs, security overviews, case studies, and product specs. Crawl your website. Each source is split into sections and learned so the bot can find relevant answers.
Deploy a dedicated bot per context
Run a pricing bot on the pricing page with the pricing knowledge base. Run a vs-competitor bot on each comparison page with the relevant content. Unlimited chatbots per account, each branded its own way.
Answer with sourced accuracy
The bot finds the relevant parts of your own content and responds grounded in what you wrote. No generic drift, no invented features, no pricing numbers that never shipped. Suggested starter messages nudge the first question.
Route high-intent conversations to your team
When a buyer asks for a real person or signals deep intent, the bot captures their email, flags the conversation for handoff, and notifies the agent owner. Your rep picks up with the complete transcript and summary.
In detail
The details.
What you get
- One bot per context, all on one account. Spin up a pricing bot, a security bot, a vs-competitor bot, and an industry bot – each pointed at its own knowledge base with its own system prompt, color, and welcome message. Unlimited bots, no per-bot fee.
- Sourced answers, not rep-flavored improv. Every response is drawn from the content you uploaded. When your pricing changes or your integration list grows, you update the source and the bot stays accurate. No one is winging it in a chat window.
- Handoff with the whole story attached. When a rep takes over, they see the full transcript, the captured email, and the conversation summary. No re-asking questions the buyer already answered, no pretending they have not talked to your company.
Compare
Chatref vs AI SDR and revenue intelligence tools
Chatref is not an outbound SDR and not a call-recording intelligence layer. It is the always-on evaluation assistant that runs during the hours and pages your reps do not. Pick the right tool for the right job – Chatref is honest about which.
| Feature | ChatrefOur pick | Drift / Qualified | Gong | Apollo AI SDR |
|---|---|---|---|---|
| Funnel stage | Evaluation | Top + meetings | Post-call | Outbound |
| Answer from your own docs | Limited | |||
| Bots per account | Unlimited | Tiered | Not applicable | Not applicable |
| Human handoff with transcript | Not applicable | |||
| Outbound SDR / cold email | With Salesloft | |||
| Call recording / intelligence | ||||
| Pricing | Pay per answer | Enterprise contract | Enterprise contract | Monthly plans |
| Seat fees | Per seat | Per seat | Per seat | |
| Free credit | $50 | Trial |
Is Chatref an AI SDR?
No. Chatref does not send cold emails, sequence outbound touches, or research accounts. It is the inbound evaluation assistant buyers ask on your website. Pair it with your outbound tool of choice – they do different jobs.
How is the sales-automation use case different from lead generation?
Lead generation focuses on the top of the funnel – capturing contact details from new visitors. Sales automation focuses on the middle – answering evaluation questions for prospects who are already in your consideration set, and routing the ones who are ready to a rep.
Can I run different bots on different pages?
Yes. Every account includes unlimited chatbots. Run a pricing bot on the pricing page trained on pricing content, a comparison bot on each vs-competitor page trained on that comparison, and an industry bot on vertical pages trained on the case studies that apply. Each has its own knowledge base, system prompt, and branding.
What does my rep see when a conversation is handed off?
The rep gets the buyer's captured email, the handoff reason, the full message-by-message transcript, and the stored conversation summary. They pick up with complete context – no re-asking questions the buyer already answered in chat.
Does Chatref push conversations into my CRM?
Not as a native two-way connector. Chatref delivers form submissions via outbound webhook, which works with every CRM that accepts inbound HTTPS posts, and with Zapier for no-code bridges. For rich two-way sync, build it on top of the webhook or let us know on roadmap.
Will it route calls or record them?
No. Chatref is a chat product. If you need call recording, coaching, and conversation intelligence, use a dedicated tool like Gong or Chorus for the post-call layer. Chatref handles the pre-call evaluation layer.
What does this cost for a small sales team?
Chatref is pay-as-you-go. You start with $50 free credit, top up from $10 minimum, and spend 1 to 5 credits per answer depending on length. No seat fees, no platform minimums, no per-bot charges. A lean team can deploy five evaluation bots and still spend less than a single Qualified or Drift seat.
Explore
Keep exploring.
Put an expert on every evaluation page
Train bots on your pricing, comparison, and integration content. Deploy one per context. Let your reps focus on the conversations that are actually ready. $50 free credit, no credit card.