Answer investor questions instantly
Chatref deflects repeat questions from your support team – so they focus only on deals that need a human. AI answers from your own guides, hands off with context when needed.
Featured on
Why it matters
The problem this solves.
Repeat questions
Investors keep asking the same things about deals, rules, and processes.
Global demand
Support can’t handle growing investor questions across regions and time zones.
Slow onboarding
New investors wait too long for answers during setup.
Frustrated investors
Generic chatbots send useless links, leaving them stuck.
The Chatref solution
Keep answers alive during product growth.
Your product grows. So do support questions. Chatref keeps answers alive – no outdated docs, no missed details. AI pulls the exact next step from your latest guides. Customers keep moving. You scale support without adding headcount.
Real questions
What Chatref answers here.
AI answers ‘How do I switch CRMs?’ from your own help docs.
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.
Under the hood
The features that power it.
Loved by support teams
Real teams cut support volume in half
How Chatref keeps investors moving with instant 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.
Investors used to ask the same setup questions over and over. Now Chatref answers instantly from our own guides – no more repeats.
Our onboarding steps were buried in search results. Chatref pulls the exact steps investors need – no more 'how do I start' emails.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Investor questions don’t pile up overnight anymore.
Won’t outdated content confuse investors?
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 Start with your best guides, then use insights to update what’s outdated.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?
Minutes. Add your content, drop in one widget snippet, and your AI starts answering instantly.
Does it work with content in different languages?
Yes. It answers across languages from one set of imported content – covering your whole team.
Can I keep my content private?
Absolutely. Your content stays yours. Chatref never searches the web or shares your data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your imported content – same help, just faster.
Can it explain our import format?
Yes – it pulls answers straight from your import guides, showing the exact steps your team wrote.
What if an import fails?
It lists common reasons from your docs and hands off to your team with full context for anything unusual.
Will it assist with field mapping?
Yes. It guides users through matching columns to fields using the rules in your documentation.
Answer investor questions instantly – free start
Paste your guides, let AI handle repeat questions in your brand’s voice.
Part of Chatref for Real Estate Investment Support · Real Estate hub · pricing.