Answer family questions instantly from your guides
Stop repeating the same answers. Chatref turns support into insights – grounded in your own content, not generic web searches.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same things about wills, trusts, and probate.
Overwhelmed support
Your team is flooded with repetitive inquiries during busy seasons.
Inconsistent advice
Keeping estate planning advice consistent across regions and languages is hard.
Lost clients
Potential clients leave when they can’t find answers quickly.
The Chatref solution
Keep support scaling with your product.
A customer asks about a new feature. AI pulls the answer from your latest guide. They get back to work faster. Your team handles only the cases that need a person. Support keeps up as your product grows.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old guides – no new training.
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 questions in half
How Chatref turns your guides into instant, accurate help
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 70% of our support questions instantly from our own guides – no more repeating the same steps. Our team focuses on the hard cases now.
Our onboarding guide used to get lost in search. Now Chatref pulls the exact steps users need – setup time dropped by 50%.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Questions don’t pile up overnight anymore.
Won’t outdated content give wrong answers?
You pick what to import. Start with your best guides, then use insights to update weak spots. Your AI only answers from what you give it – so you control accuracy.
How fast is setup during a switch?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites, no coding, no delays.
Does it work with mixed content formats or languages?
Yes. Chatref handles help docs, guides, site pages, and files across languages from one set of imported content – keeping your team covered.
Can I keep my old content private?
Absolutely. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Will customers notice a change?
No. Your AI answers in your brand’s voice using your imported content. Customers get the same help – just faster.
Can it answer questions about your import format?
Yes – it pulls answers straight from your import guides, so 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.
Will it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Turn family questions into insights – free start
Paste your guides and let AI answer instantly from your content.
Part of Chatref for Estate Planning Support · Legal Services hub · pricing.