Turn your guides into an instant support agent
Chatref answers estate planning questions instantly from your own content – no repeating steps for every user. Scale support as your product grows.
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Why it matters
The problem this solves.
Setup roadblocks
Customers hit walls during setup and can’t find the right steps to move forward.
Endless repeats
Your team burns time answering the same basic setup questions daily.
Slow adoption
New users quit onboarding before they see value from your product.
Global gaps
Your docs don’t cover every language and region your customers need.
The Chatref solution
Turn your guides into an instant support agent.
Prospects ask Chatref. AI pulls answers from your setup guides and FAQs. They get help instantly – no queue, no wait. Your team handles only the hard cases.
Real questions
What Chatref answers here.
'How do I switch CRMs?' – AI answers from your docs instantly.
'Where’s my data?' – One-click resolution, no email loops.
Warm leads captured from CRM migration questions.
Chat insights reveal gaps in your migration guides.
Under the hood
The features that power it.
Loved by support teams
Cut support volume with instant answers
Teams reduce setup questions by grounding AI in their own content. Here’s how it works:
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 cuts our setup questions in half. It pulls the exact steps from our guides – no more generic advice that doesn’t fit.
Our onboarding time dropped because users get instant, accurate answers from our own content. No more waiting for our team.
of import questions answered before they reach the team
We handle every region with one set of content. Support requests dropped overnight – literally.
Will the AI understand our specific terms?
Yes – Chatref learns from your own content, so it answers in the exact terms you use.
What if the AI can’t answer a question?
No problem – a human agent steps in seamlessly with full chat history.
How do we keep the answers up to date?
Just update your content – Chatref automatically stays in sync.
Can it handle regional differences?
Yes – Chatref works across all your regions from one set of content.
Won’t importing old content bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
What if my old content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Turn your guides into an instant support agent – free start
Paste your help docs and let AI answer questions instantly in your brand’s voice.
Part of Chatref for Estate Planning Support · Legal Services hub · pricing.