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Cut repeat questions and speed up sales with instant AI answers

Your customers have the same questions. Chatref answers instantly from your own content – no more forwarding emails or hunting for files. Keep sales moving forward.

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Take a tour of the product

Why this matters

Support gets stuck on repeat questions

Stop wasting time on busywork. Chatref answers the same setup, import, and permission questions from your own guides – so your team focuses on what matters.

01 / Channels

Inbound Service Queue

Questions arrive from the website service widget, appointment requests, and parts & repair-status queries – all feeding a single support pipeline.

Appointment & Test-Drive
Idle
Parts & Repair Status
Ready
02 / Grounding Engine

Shop Knowledge Base

Chatref indexes your service menu, parts availability, and pricing – verifying every response against your own shop content.

Service Menu & Pricing
Linked
Parts & Inventory
Linked
Warranty & Financing
Linked
03 / Resolution

Smart Output Routing

Most enquiries get an instant answer. Quotes, trade-ins, or complex repairs are routed to your service advisor or salesperson with full context.

Answered Instantly

90%+ of service, parts, pricing, and hours questions resolved on the spot.

Warm Advisor Handoff

Escalated to your service advisor or salesperson with the full conversation transcript.

Setup and import questions arrive from everywhere, at all hours, and converge on Chatref. Chatref answers them from your own CRM guides, and those answers reach every user, on every channel and in every region.

Same questions daily

Your team burns hours answering setup, import, and permission questions over and over.

Work stops, queues grow

Admins get pulled away from product work as tickets pile up and users stall.

No lead capture

Valuable signals from support chats disappear because no one captures them.

What you get

Four wins for CRM teams

The big picture

CRM teams cut repeat questions – AI answers from your docs, not the web.

Shop Growth vs Support

Inbound Enquiries vs. Staff Capacity

As the shop adds bays and inventory, enquiry volume grows exponentially. Human staff capacity stays flat – creating a widening gap of unanswered owners and shoppers.

Gap Analysis

Support Diagnostics

Queue StatusCritical
Overloaded(Scale stage)
Unanswered Enquiries90% Gap

Nearly 190 enquiries go unanswered daily – many before an appointment is ever booked.

With Chatref

Chatref answers the gap instantly from your own service menu – turning enquiries into booked appointments and sales.

Fig. 1 · The automotive support gapwhy enquiries pile up as a shop grows

As a shop adds bays, inventory, and customers, inbound enquiries climb steeply. Without Chatref, the share answered by staff barely moves – owners and shoppers drop off. Chatref answers the growing gap from the shop's own service menu and parts data, so the team stays calm at any volume.

How it works

Turn your help docs into instant answers

Feed Chatref your guides and FAQs once. It learns them – then answers customer questions 24/7 so your team only handles cases that need a person.

Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions from your own content.

Drop in the widget snippet Embed one line of code on your site. Chatref appears instantly, ready to answer customer questions in your brand’s voice.

AI answers from your content Customers get instant answers to setup snags, pipeline questions, and permission issues – all from your own docs, not the web.

Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.

Real questions

CRM questions answered in seconds

Import contacts from Excel without opening a ticket.

Fix 'teammate can’t see customer record' errors instantly.

Set up a sales pipeline step-by-step in minutes.

Connect Gmail to the CRM in under a minute.

Repair broken workflow automations on the spot.

Fix email templates that won’t send automatically.

Set user permissions for new team members in seconds.

The math

Turn chat into profit – not another support ticket

Every chat that never lands in your queue is a ticket you don’t have to pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.

  • Deflect the same questions before they become tickets
  • Cut first-response time from hours to seconds in every region
  • Scale support globally without adding headcount or night shifts
  • Turn routine how-to chats into warm leads for sales
  • Free admins to build features instead of answering docs
  • Use chat insights to fix the docs causing the most questions

Loved by support teams

CRM teams, scaling support without scaling admins.

How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.

Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.

Northwind Analytics

New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.

Pinehook

It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.

Cardinal CRM
71%

of setup and import questions answered before they reach an admin

One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Will Chatref invent answers about our CRM?

No. It only uses your own help docs and guides – never guesses or makes things up.

Is Chatref just a search box in a chat window?

No. It gives instant answers and can take action – like resetting passwords or updating permissions – right inside the chat.

Can Chatref handle our CRM’s unique rules?

Yes. Upload your setup docs and permission guides. It answers only from that content and escalates complex cases to a human.

Does Chatref replace our support team?

No. It deflects repeat questions so your team can focus on the cases that need a person.

How long does Chatref setup take?

Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done – no training or coding required.

Can Chatref answer questions in other languages?

Yes. It answers in the user’s language using your translated content. One widget covers every region you serve.

What if our CRM docs are outdated?

It only uses what you give it. When you update your docs, it uses the new content immediately – you stay in control.

How do we know what users are asking?

It sends a weekly insights email. It shows the top questions, where your docs are weak, and what to fix next.

Does Chatref charge per agent seat?

No. You pay based on usage – not per seat. Scale support without your bill growing with every new hire.

Will Chatref work for complex CRM questions?

Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.

Bring Chatref to your chatref for used car dealers.

Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.

Part of the Automotive support hub · see pricing.