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Turn your docs into 24/7 AI support

Chatref deflects repeat questions and captures leads from your invoicing platform’s help docs – no rebuilds, no downtime.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions clogging inbox

Support keeps answering the same basic import and migration questions over and over.

Slow onboarding

New users can’t find the exact next step in your help docs and give up.

Support scaling

Keeping up with demand without hiring more staff is getting harder.

Deflect repeat questionsShorten onboarding timeCapture leads automaticallyScale support without headcount

The Chatref solution

Keep support scaling with your product.

Fig. 1 · Keep support scaling with your product – AI answers product questions from your own docs – no dead ends or guesswork.

Customers ask Chatref about a new feature. AI pulls the answer from your latest guide – no outdated links or generic chatbot replies. They get back to using it. Your team handles only the cases that need a person.

Real questions

What Chatref answers here.

AI answers ‘How do I create my first invoice?’ from your docs.

Capture a lead when someone asks about premium features.

Stuck customers get routed to your team with full chat history.

Get insights reports on the top invoicing questions.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the Invoicing Platform Support hub.

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Invoicing Platform Customer Support

Free Invoicing Platform Support Software

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Loved by support teams

Cut support volume with your own content

How teams deflect repeat questions before they reach the queue.

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.

Northwind Analytics

Chatref pulls the exact steps from our invoicing guide – no more 'how do I start' emails. Repeat questions dropped by half.

Pinehook

Users get the exact steps from our docs – not generic advice. Trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of guides now handles every region and time zone. Questions no longer pile up overnight.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t customers prefer talking to a human?

AI handles most questions instantly. Humans step in only for complex cases – with full chat history.

What if the AI gives wrong answers?

Chatref only replies with info from your docs – no guesswork. Your content is the source.

How do I know if it works for my invoicing platform?

Try it free – no setup or credit card needed. See how it answers your content.

What happens when a customer needs real help?

The AI hands off to your team with full chat history. No context is lost.

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. You control what’s current.

How long does setup take during a migration?

Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.

What if my content is in different formats or languages?

Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of 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.

Turn your docs into 24/7 AI support – free

Start with a free trial and let AI handle repeat questions in your brand’s voice.

Start for freeTalk to an expert

Part of Chatref for Invoicing Platform Support · Financial Services hub · pricing.