Instant answers for order type questions
Chatref resolves trader queries instantly from your own guides – hand off only complex cases. Keep support scaling without repeating answers.
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Why it matters
The problem this solves.
Repeat order type questions
Your team keeps answering the same basic questions about order types over and over.
Slow onboarding
New traders struggle to find the exact next step in your documentation.
Regional support challenges
Different trading rules across regions make it hard to provide consistent support.
The Chatref solution
Instant answers for order type questions.
A trader has a question about order types. They ask Chatref. AI pulls the exact steps from your guides. The trader places an order directly in chat – no queue, no wait, no friction.
Real questions
What Chatref answers here.
A trader asks about the difference between a market and limit order – Chatref answers from
New traders get instant explanations of stop orders.
Chatref captures leads from traders asking about conditional orders.
Your team gets only the complex order type questions with full context.
Under the hood
The features that power it.
Loved by support teams
Real teams cut order type questions in half
How Chatref keeps traders moving with instant answers from your own 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.
Traders used to ask the same order type questions over and over. Now Chatref answers instantly from our guides – no more repeats. Our team handles only the tricky cases.
Our order type docs were buried in search results. Chatref pulls the exact steps traders need – no more 'how do I place an order' emails.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Order questions don’t pile up overnight anymore.
Won’t outdated content cause wrong answers?
You pick what to import. Start with your best guides, then use insights to spot updates. Chatref only answers from what you give it.
How quick is setup?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.
Does it handle multiple languages?
Yes. Chatref answers in the customer’s language, all from your imported content.
Can my old content stay private?
Absolutely. Your content stays yours. Chatref never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – just faster and more consistent.
Can it explain our import format?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if imports fail?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It walks users through matching columns to fields using your documentation rules.
Instantly resolve order type questions – free start
Add your guides and let AI answer in your brand’s voice, handing off only the complex cases.
Part of Chatref for Trading Platform Support · Financial Services hub · pricing.