Scale support with instant answers
Chatref answers questions instantly from your own content – deflect repeat questions and onboard faster without adding headcount.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same things over and over – your team is tired of answering them.
Slow onboarding
New users struggle to find the exact steps they need in your help docs.
Growing support load
As your user base grows, so do the tickets – keeping up is getting harder.
Outdated FAQs
Keeping help content synced across channels is a time-consuming hassle.
The Chatref solution
Keep answers alive during product growth.
A customer hits a snag with the new feature and pauses onboarding. They ask Chatref. AI pulls the exact next step from your docs. The issue resolves. They keep going – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm 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 slash repetitive support work
How Chatref deflects repeat questions before they reach your team
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 answers 80% of our repeat questions instantly – no more agents explaining the same steps. Our team focuses on real issues now.
Our onboarding guide used to get lost in search. Now Chatref pulls the exact steps customers need – setup times dropped by half.
of import questions answered before they reach the team
One set of docs now handles every region. Support requests outside business hours fell to zero.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating. Your AI agent only answers from what you give it.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
What if my old content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my old 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 the migration?
No. Your AI agent answers in your brand’s voice using your imported content.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides.
What about failed imports?
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 walks users through matching columns to fields using the rules in your documentation.
Start for free – scale support with instant answers
Add your content, drop in the widget, and let AI handle repeat questions in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.