Give consistent answers across all support channels
Powered by your own content, Chatref deflects repeat questions and keeps answers consistent across email, chat, and phone.
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Why it matters
The problem this solves.
Inconsistent answers
Customers get different responses from your team – even for simple questions.
Overflowing queue
Support tickets pile up when your team is offline or busy.
Slow onboarding
New users get stuck in your docs and can’t find the next step.
Wasted time
Agents spend hours on repeat questions instead of complex cases.
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 – no new training.
Resolve ‘Where’s my data?’ in the chat 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 cut support tickets with instant answers
How Chatref keeps users moving with your own guides
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 walks users through our import steps from the guide – no more stalled migrations landing in our queue.
Users get exact 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 guides handles every region and time zone. No more overnight import backlogs.
Won’t outdated content mess up answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from approved content.
How fast is setup?
Minutes. Upload your content, add one widget snippet – done. No coding or rewrites.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. Answers across languages from one set of content.
Is my content kept private?
Yes. Your content stays yours. Chatref never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – same help, faster.
Can it handle import format questions?
Yes – it pulls answers straight from your import guides so users see the exact steps.
What if imports fail?
It lists common reasons from your docs and hands off to your team with full context.
Does it help with field mapping?
Yes. It walks users through matching columns to fields using your documentation.
Give consistent answers across all support channels – free
Start for free and let AI resolve repeat questions instantly with your own content.
Part of Chatref for Insurtech Support · Financial Services hub · pricing.