Deflect repeat questions and scale support
Chatref answers instantly from your own content, captures leads, and hands off to humans only when needed – no per-seat fees.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic claims and setup questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
After-hours wait
Customers wait too long for answers outside business hours.
No visibility
Your team has no data on which claims steps confuse customers most.
The Chatref solution
Keep support smooth during changes.
A customer hits a snag after an update. They ask Chatref. AI pulls the exact next step from your release notes. The issue resolves. They stay happy – no queue, no wait, no churn to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm 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
Real teams cut support costs in half
How Chatref scales support without adding headcount
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 handles 70% of our repeat questions – no more hiring to keep up with growth. Our team focuses on the hard cases now.
One set of guides now supports every region. We don’t need local agents for each time zone anymore.
of import questions answered before they reach the team
Chatref turns support chats into insights. We fix what’s confusing users – no more guessing.
Won’t outdated content cause bad answers?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 Start with your best guides, then use insights to update what’s outdated.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 rewrites or coding needed.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Is my old content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares your data.
Will customers notice a change?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle questions about our import format?
Yes. It pulls answers straight from your import guides, showing the exact steps your team wrote.
What if something goes wrong?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Will it help with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Deflect repeat questions and scale support – free
Start for free. Paste your docs, let AI answer instantly in your brand’s voice.
Part of Chatref for Insurtech Support · Financial Services hub · pricing.