Turn payroll support into sales leads
Capture inquiries and automate responses with AI that answers from your own content – scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat payroll questions
Your support team keeps answering the same basic payroll questions over and over.
Global support gaps
Payroll support isn’t available 24/7 for your global teams.
Slow lead capture
Manual lead capture from support chats slows down your sales pipeline.
No payroll insights
You lack data on which payroll topics need better documentation.
The Chatref solution
Keep payroll support from slowing growth.
A customer asks about payroll tax setup. AI pulls the answer from your docs and resolves it instantly. No dead-end links. Custom actions handle account tasks inside the chat. Human agents step in only when needed – with full context. Insights loop shows you what to fix to
Real questions
What Chatref answers here.
Answer ‘How do I set up direct deposit?’ from your docs – no new training.
Chat captures a lead asking about enterprise payroll features.
Agent takes over for complex payroll tax questions.
Insights show most chats ask about holiday pay policies.
Under the hood
The features that power it.
Loved by support teams
Real teams cut payroll support work in half
How teams handle more users without adding headcount.
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.
Payroll questions used to pile up overnight. Now Chatref answers them instantly from our own guides – even outside business hours.
Chatref captures warm leads automatically. We turn support chats into sales opportunities every day.
of import questions answered before they reach the team
One set of payroll docs now handles every region and language. No more translating FAQs for each office.
Won’t importing old content bring in outdated answers?
You pick what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it – so you control what’s current.
How long does setup take?
Minutes. Upload your content, add one widget snippet – your AI starts answering immediately. No rewrites, no coding.
Does it work with different content formats or languages?
Yes. It handles docs, guides, pages, and files. Answers across languages from one set of content – covering your whole team.
Can I keep my content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Will customers notice a change?
No. Your AI 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 guides, so users see the exact steps you wrote.
What if an import fails?
It lists common reasons 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 rules.
Turn support chats into sales leads – free
Start for free and capture inquiries with AI that answers in your brand’s voice.
Part of Chatref for Payroll Support Automation · Financial Services hub · pricing.