Scale support without adding headcount
Chatref answers investor questions instantly from your own content – no generic advice. Hand off complex cases with full context and turn questions into insights.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Generic chatbots
Chatbots give wrong advice about your specific product.
Lost in docs
Investors get lost in complex documentation when they just want simple answers.
The Chatref solution
AI answers robo-advisor questions.
A prospect asks about beginner tools. AI pulls the exact step from your docs. They set up their portfolio – 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.
Resolve ‘Where’s my data?’ in 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 questions
How Chatref turns your content into instant, accurate support
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 deflects 90% of our beginner tool questions. It pulls exact steps from our guides – no more 'how do I' emails.
New investors get instant answers tailored to their stage. Onboarding time dropped by weeks.
of import questions answered before they reach the team
One set of content now handles every region and language. Support requests flattened overnight.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from your content – so you control what’s current.
How quick is setup during migration?
Just minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites, no coding, no delays.
Does it work with different content formats or languages?
Yes. It handles help docs, guides, site pages, and files. Answers across languages from one set of imported 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 change?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster and more consistent.
Can it answer questions about our import format?
Yes – it pulls answers straight from your import guides, showing users the exact steps your team wrote.
What if something goes wrong during import?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Will it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Cut repetitive support questions – free start
Add your docs and let AI answer instantly in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.