Scale support without adding headcount
Chatref deflects loan questions instantly from your own content – keep customers happy while you grow.
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Why it matters
The problem this solves.
Repeat loan questions
Support keeps answering the same basic loan and account task questions over and over.
Slow onboarding
New customers can’t find the exact next step in your help docs and give up.
Global support
Keeping answers consistent across regions and languages is hard.
No insights
Your team has no data on which loan questions confuse customers most.
The Chatref solution
Handle loan questions without repeating yourself.
A customer asks about loan terms. AI pulls the exact answer from your guides and resolves it instantly. For complex cases, a human takes over with full context. Scale support without adding headcount
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ instantly from your help docs – no new training.
Resolve ‘Where’s my data?’ in chat with one click – skip email loops.
Capture leads when customers ask about CRM moves.
Fix gaps from chat insights – no more guessing what’s missing.
Under the hood
The features that power it.
Loved by support teams
Teams cut support volume in half
How Chatref deflects repeat loan questions with instant answers from your own content
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 answers 90% of loan questions from our own FAQ – no more made-up responses. Our team handles only the complex cases.
Onboarding time dropped by 3 days. Chatref walks users through loan steps in our brand voice – no generic advice.
of import questions answered before they reach the team
One set of content now covers every region and time zone. Loan questions don’t pile up overnight anymore.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it.
How fast is setup during 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 or languages?
Yes. It handles help docs, guides, site pages, and files – all from one set of imported content across languages.
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 any changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it answer questions about import formats?
Yes. It pulls answers straight from your import guides, showing the exact steps your team wrote.
What if imports fail?
It lists common reasons 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.
Scale support with AI – free start
Paste your docs and let AI answer questions instantly in your brand’s voice.
Part of Chatref for Lending Platform Support · Financial Services hub · pricing.