Answer compensation questions instantly
Chatref resolves salary inquiries automatically from your own content – so advisors focus on high-value clients.
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Why it matters
The problem this solves.
Repeat questions
Customers keep asking the same basic support questions over and over.
Slow onboarding
New users get stuck – they can’t find the exact next step in your help docs.
Global support
You need to cover every region and hour with one set of content.
No lead capture
You’re missing out on warm leads from support chats.
The Chatref solution
Keep compensation answers accurate.
A client asks about bonus structures. AI pulls the exact rule from your compensation guide. They get an answer that’s always up-to-date – no outdated links or human errors.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help 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
Real teams cut compensation questions in half
How teams keep users moving with instant salary support
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 answers 90% of salary questions from our own guides – no more advisors explaining the same thing all day.
Our payroll team used to field repeat questions across time zones. Now Chatref handles them all from one set of docs.
of import questions answered before they reach the team
Chatref gives the exact next step in salary discussions – no more back-and-forth emails to figure out benefits.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from what you give it.
How fast is setup during a migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering immediately – no coding or rewrites.
Does it work with mixed formats or languages?
Yes. It handles help docs, guides, site pages, and files – answering across languages from one set of imported content.
Can I keep my old content private?
Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content, so help stays consistent – just faster.
Can it explain our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps your team 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 guides users through matching columns to fields using the rules in your documentation.
Cut compensation questions in half – free
Start for free and let AI answer salary inquiries instantly from your own content.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.