Scale support without adding headcount
Chatref answers from your own content – keeping responses fast, consistent, and grounded in your brand. Capture leads and gain insights without rebuilding anything.
Why it matters
The problem this solves.
Slow support responses
Customers wait too long for email replies to basic questions.
Inconsistent answers
Different agents give different answers to the same questions.
Growing support load
Your team can’t keep up with the increasing number of user questions.
No performance insights
You lack data to track and improve support performance.
The Chatref solution
Turn CRM-switch questions into upgrades.
A prospect hits a CRM-switch snag and pauses their trial. They ask Chatref. AI pulls the exact next step from your migration guide. The switch finishes. They upgrade – no queue, no wait.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own help docs – no new training.
Resolve ‘Where’s my data?’ in chat with one click – no email loops.
Capture leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Teams cut support volume in half
How Chatref turns content into instant answers that resolve issues
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 pulls the exact steps from our guides – no more 'how do I start' emails clogging our inbox.
Users trust the answers because they come straight from our own docs, not generic web advice.
of import questions answered before they reach the team
One set of content now handles every region and time zone – overnight support tickets dropped to zero.
Won’t outdated content cause wrong answers?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from your content.
How fast is setup?
Minutes. Upload your content, add one widget snippet, and your AI starts answering – no coding or rewrites.
Does it work with different content formats?
Yes. It handles help docs, guides, site pages, and files – all from one set of imported content.
Is my content kept private?
Yes. Your content stays yours. Chatref never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – the same consistent help, just faster.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Scale support without adding headcount
Start for free – paste your docs and let AI handle repeat questions instantly.
Part of Chatref for Neobank Customer Service · Financial Services hub · pricing.




