Stop repeating yourself to clients
Deflect repetitive questions instantly with answers from your own case files. Let your team focus on high-value work – not the same questions every day.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic questions about your product over and over.
Slow onboarding
New customers get stuck finding the exact next steps in your help docs.
Global support
You need to cover every region and hour with one set of content.
No insights
You have no data on which questions trip up your customers most.
The Chatref solution
Keep answers alive during a switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Business Corporate Law hub.
Loved by support teams
Teams stop repeating themselves to clients
See how they cut support time with their 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.
Chatref pulls the exact steps from our guides – no more 'how do I start' emails. Users get answers fast.
Trust went up when Chatref showed users our own field mapping steps, not generic advice.
of import questions answered before they reach the team
One set of guides handles every region and time zone. No more overnight question piles.
Won’t importing old content bring in outdated answers?
You control what’s imported. Start with your best guides – Chatref only answers from what you approve.
How fast is setup during a migration?
Minutes. Upload your content, add one snippet, and your AI starts answering – no coding needed.
Does Chatref handle different content formats or languages?
Yes. It works with docs, guides, and files – answering across languages from one set of content.
Can I keep my old content private?
Absolutely. Your content stays yours – Chatref never searches the web or shares your data.
Will customers notice the switch?
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 – 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.
Does it assist with field mapping?
Yes. It guides users through matching columns to fields using your documentation.
Stop repeating yourself to clients – free
Start for free and let AI answer client questions instantly from your own content.
Part of Chatref for Chatref for Business Corporate Law · Legal Services hub · pricing.