24/7 trader support that scales with you
AI agents answer traders instantly from your own docs – in your brand’s voice. Human support steps in only when needed.
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Why it matters
The problem this solves.
Repeat trader questions
Your team keeps answering the same basic trading questions over and over.
24/7 support gap
You can’t cover every region and hour with your current support team.
Outdated FAQs
Your help docs and forums don’t resolve complex trading issues.
High support volume
Support tickets drain resources from growing your platform.
The Chatref solution
Keep trader support consistent.
A trader hits a snag during withdrawal and pauses trading. They ask Chatref. AI pulls the exact next step from your policy docs. The withdrawal completes. They trade again – no queue, no wait, no funds lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I set up a stop-loss?’ from your guides instantly.
Resolve ‘Why was my withdrawal rejected?’ with account details.
Capture leads from traders asking about premium features.
Identify common trading issues to improve your platform.
Under the hood
The features that power it.
Loved by support teams
Real teams cut trader questions in half
How exchanges keep traders moving with instant, accurate answers
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.
Traders used to ask the same questions about limits and withdrawals. Now Chatref answers instantly from our docs – no more repeats.
Our API guide used to get lost in search. Now Chatref pulls the exact steps traders need – no more 'how do I start' tickets.
of import questions answered before they reach the team
One set of docs now handles every region and time zone. Trader questions don’t pile up overnight anymore.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from your content.
How fast is setup?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waits.
Does it work with different formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of content.
Is my content private?
Yes. Your content stays yours. Chatref never searches the web or shares your data.
Will traders notice changes?
No. Your AI answers in your brand’s voice using your content – same help, just faster.
Can it explain our import format?
Yes. It pulls answers straight from your import guides so users see the exact steps you wrote.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation.
Scale trader support without adding headcount
Start for free – AI answers instantly from your own content.
Part of Chatref for Crypto Exchange Support · Financial Services hub · pricing.