Safeguard customer trust with instant security answers
Chatref reassures customers their money is safe by answering security questions instantly. Your AI agent speaks in your brand's voice – grounded only in your own content.
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Why it matters
The problem this solves.
Repeat security questions
Your team wastes time answering the same safety concerns over and over.
Slow security responses
Customers wait too long for reassurance about their money's safety.
Wrong chatbot answers
Generic AI gives vague or incorrect replies about security.
Competitor doubts
Reviews from rivals create uncertainty in your safety.
The Chatref solution
Solve security questions instantly.
A customer asks about data safety. AI pulls the exact policy from your docs and resolves it instantly in your brand’s voice – no dead ends. Human handoff only when truly needed.
Real questions
What Chatref answers here.
'How do I switch CRMs?' – answered from your old help docs.
'Where’s my data?' – resolved in chat with one click.
Warm leads captured from customers asking about CRM moves.
Chat insights reveal fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Instant security answers build customer trust
How teams turn safety questions into seamless support with their own content
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 security questions before they reach our team – no more late-night alerts about data safety.
Every investor's concern gets answered instantly, 24/7, from our own security content – no made-up replies.
of import questions answered before they reach the team
We capture warm leads from concerned users seeking reassurance about our product's safety.
Won’t outdated content create bad answers?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 what you give it – so you control what’s current.
How fast is setup during migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
Does it work with different content formats or languages?
Yes. Chatref handles help docs, guides, site pages, and files across languages from one set of imported content.
Is 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 changes after migration?
No. Your AI answers in your brand’s voice using your imported content. Customers get the same consistent help – just faster.
Can it answer questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps your team 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.
Safeguard trust with instant security answers – free
Start for free. Answer security questions instantly in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.