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Keep your answers alive during a CRM switch

Migrate your CRM without losing support momentum. Chatref answers import questions instantly from your old help docs – no rebuilds, no downtime.

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Take a tour of the product

Why it matters

The problem this solves.

Keeping up with support

Your team is drowning in repeat questions as your product grows.

Inconsistent answers

Customers get conflicting info across regions and time zones.

Missed leads

Slow support means you lose potential customers who need help.

Deflect repeat questionsShorten onboarding timeCover all regions and hoursTurn questions into insights

The Chatref solution

Keep answers alive during a CRM switch.

Fig. 1 · Keep answers alive during a CRM switch – AI pulls the exact next step from your old docs – no dead ends or guesswork.

A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI answers 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.

AI explains ‘How do I switch CRMs?’ from your docs – no new training.

Custom actions let buyers register for auctions in the chat.

Human handoff with full chat history when needed.

Insights loop emails what to fix next.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the Chatref for Real Estate Auctions hub.

Customer Support Software for Auctions

Essential Software for Real Estate Agents

Understanding the 3 Minute Rule at Auctions

View all Chatref for Real Estate Auctions solutions

Loved by support teams

Real teams cut repeat questions in half

How businesses keep 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

Our long migration guide used to get lost in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.

Pinehook

Users see the exact migration steps from our own docs – not generic advice. Trust in our product went up.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of guides now handles every region and time zone. Migration questions no longer pile up overnight.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t outdated content confuse customers?

You pick what to import. Start with your best guides and use insights to update the rest. Your AI only answers from what you give it.

How fast is setup during a migration?

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

Does it work with content in different formats or languages?

Yes. It handles help docs, guides, site pages, and files across languages from one set of content.

Can I keep my content private?

Yes. Your content stays yours. Chatref only answers from what you import – never searches the web or shares data.

Will customers notice any changes?

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

Can it answer questions about our import format?

Yes. It pulls answers straight from your import guides, showing 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 help users with field mapping?

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

Keep answers flowing post-migration – free

Paste your old docs and let AI resolve migration chats instantly in your brand’s voice.

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Part of Chatref for Chatref for Real Estate Auctions · Real Estate hub · pricing.