Scale policy support without adding headcount
AI agents answer policy questions instantly from your own docs – reduce support tickets and keep claims smooth.
Featured on
Why it matters
The problem this solves.
Repeat policy questions
Support keeps answering the same basic policy questions over and over.
Policy confusion
Customers struggle to find policy details in your docs.
Support spikes
Tickets surge during open enrollment or claims season.
The Chatref solution
Answer policy questions in your brand’s voice.
A customer asks about your return policy. AI answers instantly from your help docs – in your brand’s voice. If they need more, a human agent takes over seamlessly. Faster answers – no queue.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training.
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
Teams cut policy questions in half
How Chatref keeps support moving with self-serve 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.
Policy questions used to stall our queue. Now Chatref walks users through steps from our own docs – most finish without us.
Our long policy guide used to vanish in search. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
of import questions answered before they reach the team
One set of policy docs now handles every region and time zone. Questions no longer pile up overnight.
Won’t outdated content cause bad answers?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 Start with your best guides, then use insights to update what’s outdated.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 approved content.
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 content in different formats?
Yes. It handles help docs, guides, site pages, and files in any language from one set of imported content.
Is my content kept private?
Yes. Chatref only answers from your imported content – it 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, so help stays consistent and faster.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps you wrote.
What if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it assist with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Reduce policy questions instantly – free start
Paste your help docs and let AI answer them in your brand’s voice.
Part of Chatref for Insurtech Support · Financial Services hub · pricing.