Cut payment processor support costs with AI that answers from your docs
Your merchants have questions about fees, chargebacks, and onboarding. Chatref deflects repeat questions – so your team handles only the cases that need a person.
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Why this matters
Support keeps getting bogged down by the same questions
Stop repeating yourself. Let AI handle the busywork – so your team can focus on what really matters.
Same questions daily
Your team wastes time on the same setup, import, and permission questions – every day.
Work stops, queues grow
Admins get stuck answering basic questions instead of solving real problems.
No warm leads captured
Valuable insights from support chats slip away because no one captures them.
What you get
Four wins for support teams.
The big picture
SaaS support teams stop repeating themselves – AI answers from your docs only
How it works
Turn your help docs into instant answers
Feed Chatref your guides and FAQs once. It learns them and answers customer questions 24/7 – so your team only handles cases that need a real person.
Add your help docs and guides Upload your setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions straight from your own content.
Drop the widget snippet Embed Chatref in seconds. It’s ready to answer questions from your docs – no coding required.
AI answers in your brand’s voice Customers get instant answers to repeat questions – resolved inside the chat, no dead-end links.
Human handoff 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.
Payment processors
Reduce support costs
AI that answers from your own docs – not generic chatbot fluff.
Real questions
Payment processor questions answered in seconds
Check chargeback fees without waiting for support
Fix stuck onboarding steps instantly – no human needed
Get real-time refund status updates inside the chat
Find out if ACH is supported in one click
Read your exact PCI compliance rules without searching
Set up Shopify integration step-by-step in minutes
Resolve failed payouts with instant troubleshooting
Understand transaction limits without opening a ticket
Get instant answers about fraud detection settings
Cut payment support costs
Solve every payment processor question instantly
AI answers from your own docs – no generic chatbot fluff. Stop repeating yourself and focus on what matters.
The math
Turn chat into profit – not another support ticket
Every question Chatref handles is money saved. It deflects repeat questions so your team tackles only what needs a human. Results depend on your content.
- Deflect the same questions before they become tickets
- 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 the AI give wrong answers about our fees or compliance?
No – it only answers from your docs. Unlike generic chatbots, it won’t make up fees, policies, or compliance details. You control the content it uses.
Is it 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 it handle our payment processor’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 it replace our support team?
No. It deflects repeat questions so your team can focus on the cases that need a person.
How long does 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 it 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 payment processor 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 it charge per agent seat?
No. You pay based on usage – not per seat. Scale support without your bill growing with every new hire.
Will it work for complex payment processor questions?
Yes. As long as your content covers those topics, it can answer them – and hands off to a human if needed.
Can it take action inside our payment processor?
Yes. It can trigger account tasks like resetting permissions or updating settings – all from your help docs.
What if the AI 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 payment processor support.
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.