Keep your CRM support alive 24/7
Instantly answer buyer questions from your own help docs – no rebuilds, no downtime. Scale support without adding headcount.
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Why it matters
The problem this solves.
Repeat questions
Customers ask the same things over and over, draining your team’s time.
Slow onboarding
New users struggle to find the exact next step in your help docs.
Global support
Support tickets pile up outside business hours, slowing sales cycles.
Product updates
Your team struggles to keep up with new buyer questions.
The Chatref solution
Keep CRM support alive 24/7.
A prospect gets stuck during CRM migration. They ask Chatref. AI pulls the exact next step from your old 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 old help docs – no new training needed.
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 support questions in half – here’s how
Chatref turns your own content into instant, accurate answers. See the results
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.
Repeated questions about our pricing dropped by half. Chatref pulls the exact info from our plans page – no more 'what’s included' emails.
New users now onboard faster. Chatref walks them through setup steps from our guide, cutting support tickets by a third.
of import questions answered before they reach the team
One set of docs now handles every region. Chatref answers in the buyer’s language, cutting overnight queues to zero.
Won’t outdated content give wrong answers?
You pick what to import. Start with your best guides, then use insights to update outdated content. 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 rewrites or coding needed.
Does it work with different content formats or languages?
Yes. It handles help docs, guides, site pages, and files across all languages from one set of content.
Is my old content kept private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares your data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps you 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 help with field mapping?
Yes. It walks users through matching columns to fields using the rules in your documentation.
Keep your CRM support alive 24/7 – free start
Paste your help docs and let AI resolve buyer questions instantly in your brand’s voice.
Part of Chatref for CRM Platforms · SaaS hub · pricing.