Answer coverage questions instantly
Chatref resolves claims and policy details from your own content – so customers get accurate answers 24/7, in your brand’s voice.
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Why it matters
The problem this solves.
Coverage questions
Customers ask the same repetitive coverage questions over and over.
Policy updates
Support can’t keep up with policy changes across different regions.
Automated distrust
Customers don’t trust automated answers about claims and coverage.
The Chatref solution
Keep answers alive during a switch.
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 help docs instantly.
Resolve ‘Where’s my data?’ with one click – no email loops.
Capture leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Teams deflect coverage questions before the queue
How Chatref turns repeat questions into instant answers – from your own content.
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 coverage questions right from our docs – no more sending links. Users get the exact steps they need, and we handle only the tricky cases.
One set of guides now covers every region. Our team sleeps through the night – no more overnight queues.
of import questions answered before they reach the team
Chatref resolves questions fully, not just links. Trust in our product went up when users saw we got it right.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from what you give it.
How fast is setup during a migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waiting.
Does it work with different formats or languages?
Yes. It handles help docs, guides, site pages, and files – all in one set of content across languages.
Is my old content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice the change?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing the exact steps your team wrote.
What if an import fails?
It lists common reasons 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 rules.
Keep answers flowing with AI – free start
Paste your help docs and let AI resolve questions instantly in your brand’s voice.
Part of Chatref for Insurtech Support · Financial Services hub · pricing.