Stop repeating yourself about fees and services
Chatref deflects repeat questions instantly from your own content – no generic chatbot fluff. Humans step in only when needed, with full context.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same fee questions repeatedly.
Support overload
Tickets pile up during high-demand periods.
Agent time drain
Explaining fees takes too much agent time.
Outdated info
Keeping fee details updated across platforms is hard.
The Chatref solution
Keep fee answers alive.
A prospect asks about fees during a trial. AI pulls the exact pricing details from your own guides. They apply instantly – no queue, no wait, no trial lost to friction
Real questions
What Chatref answers here.
‘How do I switch CRMs?’ – answered from your docs instantly.
‘Where’s my data?’ – resolved in chat with one click.
Warm leads captured from questions about CRM moves.
Chat insights reveal gaps in your migration guide.
Under the hood
The features that power it.
Loved by support teams
Teams cut fee questions in half
How businesses stop repeating themselves about fees and services
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.
Our fee guide used to get buried in search results. Now Chatref pulls the exact sections customers need – no more 'how much does this cost' emails.
Chatref answers fee questions in real-time, 24/7. We no longer get overnight backlogs from different time zones.
of import questions answered before they reach the team
Leads from fee chats auto-tag in our CRM. Sales picks them up without us forwarding a thing.
Won’t customers still need to speak with an agent for complex questions?
Chatref resolves simple questions instantly. Agents handle only the nuanced cases – with full chat history.
How do you ensure answers are always accurate?
Chatref pulls responses only from your approved docs. No generic web searches or made-up answers.
What if customers ask about topics not covered in our docs?
Chatref flags these as ‘unresolved’ and routes them to your team. You’ll know exactly what content to update.
Do we need to train the AI on our product?
No training needed. Just upload your existing docs and guides – Chatref handles the rest.
Won’t importing old content bring in outdated answers?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 needed.
How long does setup take?
Minutes. Upload your content, drop in one widget snippet – and you’re live.
What if my content is in different formats or languages?
Chatref works with docs, guides, 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 – never searches the web.
Stop repeating yourself about fees and services – free start
Add your content once, let AI answer instantly. No generic chatbot fluff.
Part of Chatref for Mortgage Lending Support · Financial Services hub · pricing.