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Scale support without adding staff

AI handles routine questions so your team focuses on complex cases. Keep answers alive during a CRM switch – no rebuilds, no downtime.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Customers ask the same things over – support burns time on low-value work.

Slow onboarding

New users get lost in your help docs – they can’t find the next step.

Global support

You need 24/7 coverage – but hiring for every region is expensive.

No insights

You don’t know which questions trip up your customers most.

Deflect repeat questionsSpeed onboarding with instant answersCover all regions with one set of docsTurn chats into actionable insights

The Chatref solution

Keep answers alive during a switch.

Fig. 1 · Keep answers alive during a switchAI answers CRM-switch questions from your own docs – no dead ends or guesswork

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 own help docs – no new training.

Resolve ‘Where’s my data?’ in chat with one click – no email loops.

Capture leads from customers asking about CRM moves.

Turn chat insights into fixes for your migration gaps.

Loved by support teams

Teams cut support tickets by half

How Chatref keeps users moving with instant, accurate answers from your own content

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

Chatref pulls the exact steps from our guide – no more 'how do I start' emails clogging our inbox.

Pinehook

Users trust the answers because they come straight from our own docs, not generic advice.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content now handles every region and time zone – overnight support requests dropped to zero.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t importing old content bring in outdated answers?

You pick what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it.

How long does setup take during a migration?

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

What if my content is in different formats or languages?

Chatref works with docs, guides, pages, and files. It answers across languages from one set of 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.

Will customers notice the migration?

No. Your AI answers in your brand’s voice using your content – same help, just faster.

Can it handle questions about our import format?

Yes – it pulls answers straight from your import guides, showing the exact steps you wrote.

What about failed imports?

It lists common reasons from your docs and hands off to your team for anything unusual.

Will it help with field mapping?

Yes. It walks users through matching columns to fields using your documentation rules.

Scale support without adding staff – free start

Paste your help docs and let AI handle routine questions instantly.

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