Automate case updates, keep clients informed
Reduce manual follow-ups with instant status updates. Chatref answers client questions from your case files – no extra work, happy clients.
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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.
No visibility
Your team has no data on which steps confuse 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.
Loved by support teams
Teams cut support volume with their own content
See how brands scale self-serve answers without adding headcount
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 guide – no more 'how do I start' emails clogging the queue.
Users get field mapping steps from our docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of guides handles every region and time zone. No more overnight import backlogs.
Won’t outdated content confuse users?
You pick what to import. Start with your best guides, then use insights to update what’s outdated. 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 rewrites.
Does it handle multiple languages?
Yes. It answers across languages from one set of imported content, keeping your team covered.
Is my content private?
Yes. Chatref only uses what you import – it never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content, so help stays consistent and fast.
Can it explain our import format?
Yes – it pulls answers straight from your import guides, showing users 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 guides users through matching columns to fields using your documentation rules.
Keep clients updated – hands-free
Start free and let AI handle case updates in your brand’s voice.
Part of Chatref for Chatref for Criminal Defense · Legal Services hub · pricing.