Deflect login issues – instantly
Your users get exact steps to log in or recover accounts. No generic help articles, no waiting for support.
Featured on
Why it matters
The problem this solves.
High login issue volume
Customers keep asking the same questions about account access and locked accounts.
Global support gaps
Your team can’t cover every region and hour for login issues.
Generic help articles
Help docs don’t resolve account access problems – they just send users back to support.
Clogged support queue
High-volume login questions slow down your team’s response time.
The Chatref solution
Deflect login issues – instantly.
A user can’t log in and opens Chatref. AI pulls the exact step from your login guide. They reset their password – no queue, no wait, no ticket.
Real questions
What Chatref answers here.
‘How do I switch CRMs?’ – answer instantly from your docs.
‘Where’s my data?’ – resolve in chat with one click.
Capture leads from customers asking about CRM moves.
Fix migration gaps using chat insights.
Under the hood
The features that power it.
Loved by support teams
Teams cut login issues by half
How Chatref keeps users moving with self-serve guides
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 walks users through login steps from our own guide – no more made-up answers. Most resolve it themselves.
Users get the exact login steps in chat – no dead-end links. Trust in our product went up.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Login issues no longer pile up overnight.
Won’t importing old content just bring in outdated answers?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 – so you decide what’s current.
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 – so your whole team stays covered.
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. Customers get the same consistent help they always did – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps your team wrote.
What about failed imports?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Deflect login issues – instantly
Start free and let AI answer users with your exact steps.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.