Your docs handle investor questions 24/7
Chatref turns your investment guides into an AI agent that answers instantly – no more repeating the same answers.
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Why it matters
The problem this solves.
Repeat investor questions
Your team keeps answering the same basic questions from investors over and over.
Slow onboarding
New investors struggle to find the exact next step in your docs and give up.
Global support gaps
Keeping docs updated across regions is a hassle and leaves investors frustrated.
No insights
You have no data on which questions trip up investors the most.
The Chatref solution
Keep answers alive during product changes.
A customer hits a snag during an upgrade and pauses. They ask Chatref. AI pulls the exact next step from your release notes. The upgrade finishes. They keep using your product – no queue, no wait, no churn to friction
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no new training.
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.
Under the hood
The features that power it.
Loved by support teams
Teams cut investor questions in half
How Chatref keeps investors moving with self-serve answers from your docs
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.
Investors used to ask the same questions about our roadmap. Now Chatref answers instantly from our own docs – no more repeat emails.
Our global team handles every region with one set of docs. Investors get answers 24/7, no matter the time zone.
of import questions answered before they reach the team
Chatref turns investor questions into insights. We now know exactly what parts of our product need clearer docs.
Won’t outdated content cause bad answers?
You control what’s imported. Start with your best guides, then use insights to update gaps. Your AI only answers from what you approve.
How quick is setup?
Minutes. Upload content, add one widget snippet – your AI starts answering right away. No rewrites or coding needed.
Does it work with different content formats?
Yes – help docs, guides, site pages, and files. It answers across languages from one set of imported content.
Is my content kept private?
Absolutely. Your content stays yours. Chatref never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content – just faster and more consistent.
Can it handle import format questions?
Yes. It pulls answers straight from your import guides, showing the exact steps you provide.
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 assist with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Turn your docs into an AI support agent – free
Start for free and let Chatref answer investor questions instantly in your brand’s voice.
Part of Chatref for Real Estate Investment Support · Real Estate hub · pricing.