Turn your invoicing docs into an AI support agent
Chatref deflects repeat questions and shortens onboarding time. Your help docs answer customer questions instantly – no headcount needed.
Featured on
Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic support questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Global support
Customers in different regions expect answers in their time zone and language.
No visibility
You lack data on which steps confuse customers most during setup.
The Chatref solution
Turn invoicing docs into an AI support agent.
A customer struggles with an invoice. They ask Chatref. AI pulls the exact answer from your invoicing guides. The issue resolves instantly. No queue, no wait, no lost time to value.
Real questions
What Chatref answers here.
AI answers ‘How do I create an invoice?’ with steps from your docs.
Customers get instant help with payment issues – no waiting for support.
Leads captured from chats go straight to your CRM.
Insights loop emails you what to fix next in your docs.
Under the hood
The features that power it.
Loved by support teams
Teams cut support volume in half
How SaaS teams scale 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 deflects repeat questions before they hit our team. Our docs now answer users instantly – no more waiting for replies.
Onboarding time dropped because Chatref gives the exact next step from our guides. Users move faster, and we close more deals.
of import questions answered before they reach the team
Leads pour in from support chats. Chatref captures them automatically, so sales gets warm contacts without lifting a finger.
Won’t customers still need to talk to a human?
Chatref resolves most questions automatically. Humans only handle cases that need a person – with full context.
What if the AI gives wrong answers?
Chatref only answers from your invoicing platform’s content. It won’t make things up.
Do we need to train the AI?
No training needed. Chatref learns from your existing content automatically.
How do we handle complex cases?
Chatref hands off to your team with full chat history and context. No repetition – just resolution.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it.
How long does setup take?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering – no coding or waiting.
What if my content is in different formats or languages?
Chatref works with help docs, guides, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Scale support without adding headcount – free
Start for free and let AI handle repeat questions instantly in your brand’s voice.
Part of Chatref for Invoicing Platform Support · Financial Services hub · pricing.