Faster onboarding with instant answers from your docs
Chatref cuts repetitive questions by answering customers instantly from your own guides – so your team handles only what needs a human.
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Why it matters
The problem this solves.
Repeat questions
Your support team answers the same basic questions over and over.
Slow onboarding
New users get stuck in outdated or hard-to-find docs.
Global support
Customers in high-churn regions lack localized help.
The Chatref solution
Turn repeat questions into instant answers.
Your customers ask the same questions over and over. AI answers instantly from your docs – no dead ends or guesswork. They get help fast, and your team handles only what needs a person.
Real questions
What Chatref answers here.
Auto-answer ‘How do I import contacts?’ with step-by-step instructions.
Capture leads when customers ask about premium features.
Tag chats by CRM feature to spot trends.
Handoff complex cases to agents with full chat history.
Under the hood
The features that power it.
More CRM solutions
Solve the next job too.
See all of them on the Chatref for Accounting Software hub.
Loved by support teams
SaaS teams solve support faster with their own content
See how Chatref turns your docs into instant answers that scale.
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.
Our onboarding guide used to send users in circles. Now Chatref walks them through setup step by step – no more stuck imports.
Donors get answers instantly, even at night. Our team focuses on major gifts instead of repeat questions.
of import questions answered before they reach the team
One set of content handles every language and time zone. No more overnight ticket piles.
Won’t customers still need human help for complex questions?
AI handles most chats automatically – humans step in only when needed, with full context.
How do we keep the answers accurate as our product changes?
Chatref flags outdated content from support chats – so you know what docs to update.
Do we need to rewrite our onboarding docs for this?
No rewrites needed – Chatref works with your existing content. Just add what you already have.
What if customers ask something our docs don’t cover?
Chatref flags unknown questions – so your team can add the missing answers to your docs.
Is this just another chatbot that sends article links?
Chatref resolves issues in chat – no dead-end links. If needed, it hands off to a human with full context.
How will this handle questions in different languages?
One AI agent covers every language – grounded in your English-first content.
How long does setup take?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
Can we use this for lead capture?
Yes. Chatref captures warm leads from support chats – no extra forms needed.
Solve support faster with your own content
Start for free – AI answers questions from your guides and docs.
Part of Chatref for Chatref for Accounting Software · SaaS hub · pricing.