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Guide customers through BNPL eligibility instantly

Answer instant questions about BNPL requirements and approvals from your docs. Capture leads – hand off to humans only when needed.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat BNPL questions

Support keeps answering the same basic eligibility and approval process questions over and over.

Policy changes

Keeping up with BNPL policy updates is hard and time-consuming.

Customer confusion

Customers don’t know what happens if they can’t pay and need clarity.

Deflect repeat BNPL questionsShorten onboarding time with instant, **Cover every region and hour from one setTurn BNPL questions into actionable

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.

Resolve ‘Where’s my data?’ in the chat with one click.

Capture warm leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams cut repeat questions in half

How brands deflect BNPL eligibility questions before the queue.

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 answers BNPL questions from our own guides – no more made-up responses. Users trust the answers.

Pinehook

Chatref resolves BNPL questions and hands off with full context. Our team handles only the cases that need a person.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of BNPL content now covers every region and time zone. Questions don’t pile up overnight.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t this confuse customers with automated responses?

Chatref answers only from your own content – no made-up responses. It resolves the issue and hands off to humans with full context.

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. 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 or shares your data.

Will customers notice any changes?

No. Your AI agent answers in your brand’s voice using your imported content – customers get the same consistent help, just faster.

Can it handle questions about our import format?

Yes – it pulls answers straight from your import guides, so users see the exact steps your team wrote.

What about failed imports?

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

Will it help with field mapping?

Yes. It walks users through matching columns to fields using the rules in your documentation.

Guide BNPL eligibility questions instantly – free start

Paste your docs and let AI answer customer questions in your brand’s voice.

Part of Chatref for BNPL Customer Service · Financial Services hub · pricing.