Instant answers from your payment guides
Your customers get payment help instantly – no waiting, no misinformation. Free your team to focus on what matters.
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Why it matters
The problem this solves.
Setup stuck
Customers hit snags during payment processor setup and can’t find clear answers in your docs.
Repeat answers
Your team keeps typing the same integration steps over and over for every new user.
Onboarding delays
Users wait hours for help instead of finishing setup in minutes.
Global gaps
Payment processor support varies by region – and no one knows what’s missing.
The Chatref solution
Keep payments moving 24/7.
A customer hits a failed payout at 2 a.m. They ask Chatref. AI pulls the exact fix from your payment processor guide. The payout clears. They stay subscribed – no queue, no wait, no revenue lost to friction. Results depend on your content.
Real questions
What Chatref answers here.
AI answers ‘How do I set up Helcim?’ instantly from your docs.
Resolve payment setup questions in the chat – no back-and-forth emails.
Human agents step in when a customer needs hands-on help.
See which Helcim steps confuse customers the most.
Under the hood
The features that power it.
Loved by support teams
Real teams cut payment processor questions in half
How Chatref keeps users moving with instant, accurate answers from your own guides
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.
Setting up payments used to stall users mid-process. Now Chatref walks them through our own setup guide – most finish without us. Our team handles only the tricky cases.
Our payment docs used to get buried in search results. Now Chatref pulls the exact steps users need – no more 'how do I pay' emails.
of import questions answered before they reach the team
Users see the exact payment steps from our own docs – not generic advice. Trust in our product went up.
Won’t importing old content just bring in outdated answers?
You control what’s imported. Start with your best guides, then use insights to update what’s outdated. Your AI only answers from your content – so you decide what stays.
How long does setup take during a migration?
Just minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.
What if my old content is in different formats or languages?
Chatref handles help docs, guides, site pages, and files. It answers across languages from one set of content – keeping your team covered.
Can I keep my old content private?
Absolutely. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Will customers notice the migration?
No. Your AI agent answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps you wrote.
What about failed imports?
It lists common issues 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 your documentation.
Resolve payment questions instantly – free start
Add your guides and let AI answer in your brand’s voice.
Part of Chatref for Payment Processor Support · Financial Services hub · pricing.