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Turn customer questions into sales leads

Chatref captures and qualifies leads automatically – so your sales team only gets the warmest prospects. Turn questions into sales without lifting a finger.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Support burns time answering the same basic questions over and over.

Slow onboarding

New users get stuck – they can’t find the exact next step in your help docs.

Global gaps

You can’t cover every region and hour with one set of content.

No insight

You have no data on which questions trip customers up most.

Deflect repeat questionsSpeed up onboardingCover every region and hourTurn chats into insights

The Chatref solution

Keep answers alive during a switch.

Fig. 1 · Keep answers alive during a switchAI answers CRM-switch questions from your old docs – no dead ends or guesswork.

A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.

Real questions

What Chatref answers here.

Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.

Resolve ‘Where’s my data?’ in the chat with one click – no email loops.

Capture warm leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Real teams cut support costs in half

How Chatref turns repeat questions into sales opportunities – not dead-end links.

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

Chatref captures leads from support chats – no more lost prospects. Now we focus on warm leads that convert.

Pinehook

Our AI agent answers from our own content – no made-up responses. Trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of guides handles every region and time zone. Support costs stay flat as we scale.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause bad answers?

You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you provide.

How fast is setup during migration?

Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.

Does it handle different content formats or languages?

Chatref works with docs, guides, and files. It answers across languages from one set of imported content – covering your whole team.

Can I keep my old content private?

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

Will customers notice the switch?

No. Your AI answers in your brand’s voice using your content. Customers get the same help – 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 wrote.

What if an import fails?

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

Will it assist with field mapping?

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

Turn questions into sales leads – free

Start for free and capture warm leads automatically from customer chats.

Part of Chatref for Chatref for Powersports Dealers · Automotive hub · pricing.