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Let clients book appointments in chat

Schedule appointments instantly – no email back-and-forth. Chatref handles it all, keeping your support smooth and efficient.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Support keeps answering the same basic import and migration 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 migration steps confuse customers most.

Deflect import ticketsSpeed up time-to-valueScale support without headcount

The Chatref solution

Book appointments in chat.

Fig. 1 · Book appointments in chatAI schedules meetings instantly – no third-party tools or handoffs

A customer asks to book a demo. AI checks your calendar, confirms availability, and books the slot right in chat. They get instant confirmation with all details. Your team gets notified but only steps in if needed. No back-and-forth – just seamless scheduling that keeps deals on

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.

Loved by support teams

Teams book appointments without leaving the chat

See how Chatref turns questions into booked time slots – instantly.

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.

Northwind Analytics

Clients book appointments instantly without leaving the chat.

Pinehook

Support team focuses on complex cases, not scheduling.

Cardinal CRM
68%

of import questions answered before they reach the team

Fewer missed appointments with automated reminders.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content cause bad answers?

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 Start with your best guides, then use insights to update what’s outdated.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?

Minutes. Upload your content, add one widget snippet, and your AI starts answering. No coding or waiting.

Does it work with content in different formats or languages?

Yes. It handles help docs, guides, site pages, and files – all from one set of imported content.

Is my old content private?

Yes. Your content stays yours. Chatref only uses what you import – no web searches or data sharing.

Will customers notice the change?

No. Your AI answers in your brand’s voice using your content, so help stays consistent and fast.

Can it answer questions about 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.

Let clients book appointments in chat – free

Start for free and let customers schedule right from the conversation.

Part of Chatref for Chatref for Immigration Law · Legal Services hub · pricing.