Guide clients instantly with your own content
Deflect repeat questions and shorten onboarding – all from your firm's own help docs. Chatref keeps clients informed, 24/7.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
24/7 support
Clients need immediate answers outside of business hours.
Lead capture
Support teams lack tools to efficiently capture and convert warm leads.
The Chatref solution
Keep answers alive during product growth.
Customers ask about a new feature. AI pulls the exact steps from your latest guide. They solve it themselves – no queue, no wait, no friction. Your team handles only the cases that need a person.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no new training.
Resolve ‘Where’s my data?’ with one click – no email loops.
Capture 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 Personal Injury Law Firms hub.
Loved by support teams
Teams cut repeat questions by half
See how Chatref keeps users moving with instant, accurate answers
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 clogging the queue.
Users trust our product more since Chatref shows them field mapping steps from our own docs, not generic advice.
of import questions answered before they reach the team
One set of guides now handles every region and time zone – no more overnight import backlogs.
Won’t outdated content cause wrong answers?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 Start with your best guides, then use insights to update what’s outdated.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 during a migration?
Just minutes. Upload your content, add the widget snippet, and your AI is live – no coding or rewrites.
Does it work with different content formats?
Yes. It handles help docs, guides, site pages, and files in any language – all from one set of imported content.
Is my content kept private?
Absolutely. Chatref only uses what you import – it never searches the web or shares your data.
Will customers notice any change?
No. Your AI answers in your brand’s voice using your content, so help stays consistent – just faster.
Can it answer questions about our import format?
Yes. It pulls answers straight from your import guides, showing users the exact steps you’ve written.
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 help with field mapping?
Yes. It guides users through matching columns to fields using your documentation’s rules.
Start your free trial today
Paste your content and let AI answer client questions instantly.
Part of Chatref for Chatref for Personal Injury Law Firms · Legal Services hub · pricing.