Scale support without adding headcount
Chatref deflects repeat questions instantly from your help docs – so customers get accurate answers without waiting. Scale support as your product grows.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same basic expense tracking questions over and over again.
Slow onboarding
New users get stuck in your help docs and can’t find the next step.
Support overload
Tickets pile up during tax season or year-end closing, overwhelming your team.
Outdated docs
Keeping help content updated across regions is time-consuming and inconsistent.
The Chatref solution
Keep answers alive during expense tracking.
A user struggles with expense tracking and asks Chatref. AI pulls the exact step from your guides. The issue resolves instantly. They keep using your product – no queue, no wait, no frustration.
Real questions
What Chatref answers here.
‘How do I track receipts?’ – AI answers from your docs instantly.
‘What’s the expense limit?’ – Chatref pulls the right policy fast.
‘Can’t find expense reports.’ – AI guides them with screenshots.
‘Need bulk upload help?’ – Human agent takes over seamlessly.
Under the hood
The features that power it.
Loved by support teams
Teams cut repetitive questions – fast
See how Chatref turns your docs into instant, accurate support
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.
Chatref answers 80% of our expense questions from our own guides – no more repeating the same steps. Our team focuses on complex cases now.
Users get exact expense tracking steps from our docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of expense docs now handles every region and time zone. Questions don’t pile up overnight anymore.
Won’t customers still need to call for help?
Chatref resolves most questions automatically. Humans only handle cases that truly need a person – cutting support volume in half.
What if the AI gives wrong advice?
Chatref only answers from your own docs. No web searches – just accurate, grounded responses.
Do we need to train the AI?
No training needed. Chatref learns from your existing content.
How do we handle questions in different languages?
Chatref answers in your customers’ language, grounded in translated docs.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then use insights to spot updates.
How long does setup take?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
What if my content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files in any language.
Can I keep my content private?
Yes. Your content stays yours. Chatref never searches the web or shares your data.
Stop repeating yourself – free
Start for free and let AI answer your most common support questions instantly.
Part of Chatref for Accounting Software Support · Financial Services hub · pricing.