Smooth support for your trading app
Chatref answers questions instantly from your own help docs – no waiting for agents. Deflect repeats and scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same basic support questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Global support
Keeping help docs updated across regions and languages is a hassle.
No visibility
Your team lacks data on which questions confuse customers most.
The Chatref solution
Keep your trading platform support alive.
A user hits a snag in the app. They ask Chatref. AI pulls the exact next step from your help docs. The issue resolves instantly. They keep trading – no queue, no wait, no friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
Real teams cut support costs in half
How trading platforms scale without adding agents or 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 pulls the exact steps from our own docs – no more 'how do I trade' emails. Our team handles only the real issues.
One set of guides now handles every region and time zone. Questions don’t pile up overnight.
of import questions answered before they reach the team
Users get the exact next step in chat, not just a dead-end link. Trust in our platform went up.
Won’t outdated content create wrong answers?
You pick what to import. Start with your best guides, then use insights to update what’s stale. Your AI only answers from what you give it.
How fast is setup during migration?
Minutes. Upload content, add one widget snippet, and your AI starts answering. No coding or delays.
Does Chatref work with different content formats?
Yes. It handles help docs, guides, site pages, and files – all in one place.
Is my content kept private?
Yes. Chatref never searches the web or shares your data. Your content stays yours.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content – same 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 you wrote.
What if an import fails?
It lists common issues 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 your documentation.
Smooth support for your trading app – free start
Paste your help docs, embed the widget, and let AI handle user questions instantly.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.