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Resolve market data questions instantly

Deflect routine queries with answers pulled from your own guides. Keep support costs flat as users grow – no extra headcount needed.

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Why it matters

The problem this solves.

Repeat market questions

Customers ask the same things about data, charts and pricing.

24/7 support costs

Keeping human help available across time zones gets expensive.

Slow data access

Users can’t find real-time market info in your help docs.

Chart confusion

Customers get stuck interpreting data without quick human help.

Deflect market data questionsResolve chart issues automaticallyMaintain 24/7 support coverageCapture lead info from pros

The Chatref solution

Keep market data support scalable.

Fig. 1 · Keep market data support scalable – AI answers trading questions from your own guides – no guesswork, no dead ends.

A trader struggles with a chart example during onboarding. They ask Chatref. AI pulls the exact step from your guide. The trader keeps going. They trade – no queue, no wait, no churn to friction.

Real questions

What Chatref answers here.

'How do I set up this chart type?' answered from your guides instantly.

'Where is the historical data for X asset?' resolved in seconds.

Traders get API help without ticketing support.

Automatic lead capture from premium data inquiries.

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.

More CRM solutions

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

Cut support volume with your own content

Teams using Chatref deflect repeat questions before they reach the queue.

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

Chatref answers market data questions in the user’s own language – straight from our guides. No more explaining basic trends.

Pinehook

One set of English content now handles every region and time zone. Our team sleeps through the night.

Cardinal CRM
68%

of import questions answered before they reach the team

Chatref captures lead info from trading pros seeking insights. Sales loves it – no more cold outreach.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t users prefer talking to humans for market data?

Most traders want instant answers. AI handles simple cases first – humans get only complex questions.

How long does setup take?

Minutes. Upload content, drop in one widget snippet, and your AI starts answering.

Does it work with different content formats or languages?

Yes. It handles help docs, guides, site pages, and files across languages from one set of content.

Can I keep my content private?

Yes. Your content stays yours – Chatref only answers from what you import, never searches the web.

Will customers notice any changes?

No. Your AI answers in your brand’s voice using your imported content for consistent help.

Can it handle questions about import formats?

Yes – it pulls answers straight from your import guides so users see the exact steps you wrote.

What if imports fail?

It lists common reasons from your docs and hands off to your team with full context for anything unusual.

Will it help with field mapping?

Yes. It walks users through matching columns to fields using the rules in your documentation.

Resolve market data questions instantly – free start

Paste your guides, embed the widget, and let AI handle questions in your brand’s voice.

Start for freeTalk to an expert

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