Guide clients to the right firm instantly
Answer questions in your brand’s voice – grounded in your own content. Deflect repeat questions and scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic service and fee questions over and over.
Global coverage
Keeping up with client inquiries across different regions and time zones is tough.
Tool integration
Adding support tools to your CRM feels like reinventing the wheel.
The Chatref solution
Keep support scaling with your product.
A user hits a snag during onboarding. They ask Chatref. AI pulls the exact next step from your docs. The issue resolves. They keep using – no queue, no wait, no churn to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old docs – no new training.
Resolve ‘Where’s my data?’ in 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
Cut support volume with your own answers
How teams use their content to deflect repeat questions and scale coverage
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.
Our pricing FAQ now handles 90% of billing questions – no more repeating the same answers all day.
Clients get instant, accurate responses about our services – grounded in our own marketing pages, not generic web searches.
of import questions answered before they reach the team
One set of docs now supports every region. We cut overnight support volume by half without adding staff.
Won’t outdated content mess up my AI agent’s answers?
Your AI only draws from what you import. Keep it fresh by updating the content that powers your agent’s answers.
How fast can I get started during a migration?
Minutes. Upload your content, add one snippet, and your AI agent begins answering – no coding or rewrites needed.
Does Chatref work with content in different formats or languages?
Yes. It handles help docs, guides, site pages, and files – answering across languages from one set of imported content.
Is my old content safe with Chatref?
Absolutely. Your content stays private and only powers your AI agent’s answers – it never searches the web or shares data.
Will customers notice any changes during the switch?
No. Your AI agent answers in your brand’s voice using imported content, so help stays consistent – 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 provide.
What happens if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does Chatref assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Guide clients instantly with your own answers
Start for free – paste your content and let AI answer questions in your brand’s voice.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.