AI-powered support – faster answers, happier customers for neobanks.
Reduce wait times and scale effortlessly. Chatref answers from your own docs – right where customers need help – so support keeps up as your neobank grows.
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Why this matters
Support gets buried in repeat questions
Cut the busywork – not your team. Chatref answers setup, import, and permission questions from your own guides the moment they’re asked.
Same questions daily
Your team wastes hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work as tickets pile up and users stall before finishing setup.
No warm leads captured
Valuable signals from support chats slip away because no one captures them.
What you get
Four wins for support teams
The big picture
SaaS teams scale support – AI answers from your docs, not the web.
How it works
Turn your help docs into instant answers
Feed Chatref your guides and FAQs once. It learns them and answers questions 24/7 – so your team handles only the cases that need a real person.
Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref learns them fast and starts answering questions straight from your own content.
Drop in the widget snippet One line of code embeds Chatref on your site. It’s ready to answer questions in minutes – no setup, no fuss.
AI answers from your content Customers get instant answers about contacts, pipelines, or permissions – no dead-end links, no digging through docs.
Sticky cases go to your team with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
AI support for SaaS
See your industry's top questions
One AI agent that answers the questions your customers actually ask – across every tool and language.
Real questions
SaaS support – instant answers, zero backlog
Fix 'API key not working' errors instantly
Guide users through integration steps without tickets
Set up webhooks in minutes – no support needed
Troubleshoot authentication issues on the spot
Onboard new users faster with instant setup answers
Automatically answer FAQs about account limits
Guide customers through billing process questions
Resolve issues related to feature access permissions
Provide consistent answers about rate limits and quotas
Neobank support wins
Solve every neobank job from setup to renewal
Stop users from getting stuck on account tasks – and let your team focus on the cases that need a person.
The math
Turn chat into profit – not another support ticket
Every resolved question is a ticket you don’t pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.
- Deflect repeat questions before they hit the queue
- Cut first-response time from hours to seconds in every region
- Scale support globally without adding headcount or night shifts
- Turn routine how-to chats into warm leads for sales
- Free admins to build features instead of answering docs
- Use chat insights to fix the docs causing the most questions
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will Chatref invent answers about our neobank?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is Chatref just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions – right inside the chat.
Can Chatref handle our neobank’s unique rules?
Yes. Upload your setup docs and permission guides. It answers only from that content and escalates complex cases to a human.
Does Chatref replace our support team?
No. It deflects repeat questions so your team can focus on the cases that need a person.
How long does Chatref setup take?
Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done – no training or coding required.
Can Chatref answer questions in other languages?
Yes. It answers in the user’s language using your translated content. One widget covers every region you serve.
What if our neobank docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately – you stay in control.
How do we know what users are asking?
It sends a weekly insights email. It shows the top questions, where your docs are weak, and what to fix next.
Does Chatref charge per agent seat?
No. You pay based on usage – not per seat. Scale support without your bill growing with every new hire.
Will Chatref work for complex neobank questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
Can Chatref take action inside our neobank?
Yes. It can trigger account tasks like resetting permissions or updating settings – all from your help docs.
What if Chatref can’t answer a question?
It hands off to a human with full chat history – so no one repeats themselves or loses context.
Bring Chatref to your neobank customer service.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Financial Services support hub · see pricing.