Keep trading platform support moving as your user base grows
Your traders get stuck. When setup, imports, or permissions slow them down, they lose time. Chatref answers from your own docs – right where they trade – so support keeps up as your platform grows.
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Why this matters
Support gets stuck on repeat questions
Stop wasting time on busywork. Let Chatref handle the same setup, import, and permission questions from your guides – so your team tackles what really matters.
Same questions, every day
Your team burns hours answering the same setup, import, and permission questions repeatedly.
Work grinds to a halt
Admins get sidetracked from product work, tickets pile up, and users stall during setup.
Missed lead signals
Valuable insights from support chats slip away because no one captures them.
What you get
Four wins for support teams
The big picture
Trading platform support stays sharp with AI grounded in your own content.
How it works
Turn your help docs into instant answers
Feed Chatref your CRM guides and FAQs once. It learns them and answers customer questions 24/7 – so your team only jumps in when a case needs a real person.
Add your help docs and guides Upload your setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast and starts answering questions straight from your own content.
Drop the widget on your site Paste one snippet and Chatref starts answering questions in your brand’s voice – no dead-end links, just fast answers.
AI answers from your content Customers get instant help for setup snags, pipeline questions, and permission issues – all grounded in what you’ve written.
Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
Trading platform support
Find your sub-industry
One AI agent that answers the questions your customers actually ask – across every tool and language.
Real questions
Trading platform support stays sharp
Answer ‘How do I set a stop-loss order?’ instantly from your docs.
Deflect ‘What are your trading fees?’ before it hits the queue.
Onboard new traders faster with instant answers about your platform.
Capture leads from traders asking ‘How do I deposit funds?’.
Trading support wins
Solve every trading job from setup to trade execution
Stop users from getting stuck on logins, orders or fees – and let your team focus on the cases that need a person. AI-powered support that scales with your
The math
Turn chat into profit – not another support ticket
Every chat that never lands in your queue is a ticket you don’t have to pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.
- Deflect the same questions before they become tickets
- Cut first-response time from hours to seconds in every region
- Scale support globally without adding headcount or night shifts
- Turn routine how-to chats into warm leads for sales
- Free admins to build features instead of answering docs
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will Chatref invent answers about our trading platform?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is Chatref just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions – right inside the chat.
Can Chatref handle our trading platform’s unique rules?
Yes. Upload your setup docs and permission guides. It answers only from that content.
Does Chatref replace our support team?
No. It deflects repeat questions so your team can focus on the hard cases.
How long does Chatref setup take?
Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done.
Can Chatref answer questions in other languages?
Yes. It answers in the user’s language using your translated content.
What if our trading platform docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately.
How do we know what users are asking?
It sends a weekly insights email. It shows the top questions and where your docs need work.
Does Chatref charge per agent seat?
No. You pay based on usage – not per seat.
Will Chatref work for complex trading platform questions?
Yes. As long as your content covers those topics, it can answer them.
Can Chatref take action inside our trading platform?
Yes. It can trigger account tasks like resetting permissions or updating settings.
What if Chatref can’t answer a question?
It hands off to a human with full chat history – so no one repeats themselves.
Bring Chatref to your trading platform support.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Financial Services support hub · see pricing.