Answer fee questions instantly with your own content

Q: Can it explain import formats?

Yes. It pulls answers straight from your **import guides**.

Chatref handles fees and charges support without adding staff. It answers common questions instantly from your own content – no generic chatbot fluff.

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Why it matters

The problem this solves.

Repeat fee questions

Traders keep asking the same basic questions about fees and charges.

High chat volumes

Support can’t handle the flood of trader questions without adding staff.

Outdated info

Generic chatbots send traders to wrong or outdated fee information.

Lost context

Handoffs between AI and humans frustrate traders with repeated questions.

Instant fee answersScale support effortlesslyAccurate fee info alwaysFocus on complex cases

The Chatref solution

Keep traders moving when fees change.

Fig. 1 · Keep traders moving when fees change – AI answers fee questions instantly from your own docs – no dead ends or guesswork

Real questions

What Chatref answers here.

'How do I switch CRMs?' – answered instantly from your docs.

'Where’s my data?' – resolved in chat with one click.

Capture leads from customers asking about CRM moves.

Fix migration gaps with chat insights.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

Solve the next job too.

See all of them on the Trading Platform Support hub.

Account Setup Assistance

Login and Access Support

Platform Navigation Support

View all Trading Platform Support solutions

Loved by support teams

Traders get instant fee answers – from your own docs

How teams scale accurate support without adding staff or making up replies

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.

Northwind Analytics

Traders no longer wait for fee details. Chatref pulls the exact info from our docs – no more made-up replies about charges.

Pinehook

Our team handles only complex cases now. Chatref hands off with full chat history so we’re never starting from scratch.

Cardinal CRM

68%

of import questions answered before they reach the team

One widget covers every trader question, in every region. Fee inquiries don’t pile up overnight anymore.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause bad answers?

You pick what to import. Start with your best guides, then use insights to update what’s stale.

How fast is setup?

Minutes. Add your content, drop in the widget snippet – and you’re live.

Does it handle multiple languages?

Yes. It answers across languages from one set of imported content.

Is my content private?

Yes. Chatref only uses what you import – never searches the web or shares data.

Will customers notice changes?

No. Answers sound like your brand, using your content – just faster.

Can it explain import formats?

Yes. It pulls answers straight from your import guides.

What if imports fail?

Lists common issues from your docs. Hands off unusual cases to your team.

Does it help with field mapping?

Yes. Guides users through matching columns to fields using your rules.

Handle fee questions without adding staff – free

Start with your own content. AI answers instantly in your voice.

Start for free Talk to an expert

Part of Chatref for Trading Platform Support · Financial Services hub · pricing.