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Speed up buyer onboarding with instant answers

Deflect repeat questions before the queue. Chatref’s AI platform answers buyers from your own guides – so your team handles only cases that need a person.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Support wastes time answering the same onboarding questions over and over.

Slow onboarding

Buyers get stuck waiting for help during off-hours.

Scaling support

Your team can’t keep up as your product grows.

Lost insights

Support tickets pile up with no clear way to spot trends.

Deflect repeat questionsSpeed up onboardingScale support without adding headcountTurn buyer questions into insights

The Chatref solution

Scale support as your product grows.

Fig. 1 · Scale support as your product grows – AI answers buyer questions from your own onboarding content – no dead ends or guesswork

Buyers ask the same questions about pricing, features and setup. Chatref AI answers instantly from your guides – no waiting for support. Humans step in only when needed. Scale without adding headcount.

Real questions

What Chatref answers here.

Buyers instantly verify their account setup – no waiting for support.

AI explains how to bulk upload products with screenshots from your docs.

Buyers get instant answers about payment terms – 24/7.

AI guides buyers through complex pricing structures step by step.

Buyers confirm shipping options without opening a ticket.

AI resolves API setup questions with code snippets from your guides.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the B2B Wholesale Platforms hub.

Customer support

Lead capture

Multi-language support

24/7 support

Order tracking support

Payment support

View all B2B Wholesale Platforms solutions

Loved by support teams

Real teams cut support workload in half

How Chatref helps buyers self-serve – so your team handles only what needs a human

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

Buyers used to email us about basic setup. Now Chatref answers from our own guides – no more repeat questions.

Pinehook

Our onboarding steps are complex, but Chatref walks buyers through them in chat. Time to first sale got faster.

Cardinal CRM
68%

of import questions answered before they reach the team

Chatref spots trends in what buyers struggle with. We fixed three UX issues just from its insights.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t buyers get frustrated if they can’t speak to a person?

Buyers get instant answers – and escalate to humans only when needed. This cuts wait times.

What if the AI gives wrong info about our platform?

Chatref only answers from your own guides – so it never makes up facts.

How do we handle buyers who need help in different languages?

One AI agent covers all regions and languages – no fragmented support.

What if the AI can’t resolve a buyer’s question?

Human agents take over with full chat history – so buyers don’t repeat themselves.

Won’t importing old content bring in outdated answers?

You pick what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it.

How long does setup take during a migration?

Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.

What if my old content is in different formats or languages?

Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.

Can I keep my old content private?

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

Speed up buyer onboarding – free start

Paste your guides and AI answers buyers instantly in your brand’s voice.

Start for freeTalk to an expert

Part of Chatref for B2B Wholesale Platforms · E-commerce hub · pricing.