Securely scale support with your own content
Chatref keeps customer support secure – role-based access ensures only the right team members see sensitive CRM data. Reduce ticket volume by letting AI handle repeat questions from your existing docs.
Why it matters
The problem this solves.
Repeat questions
Your team wastes time answering the same basic support questions over and over.
Slow onboarding
New users get stuck in your docs and can’t find what they need.
Global support
Customers ask the same questions in different languages and time zones.
The Chatref solution
Scale support securely with your own content.
Your team gets repeat questions daily. AI answers instantly from your own content – no dead ends or guesswork. Customers get help fast, and your team focuses on what matters.
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.
Loved by support teams
Simplify support with your own content
See how teams scale effortlessly and keep customers happy.
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 support team now spends less time on repeat questions about permissions. Chatref handles the basics from our own guides.
Setting up secure access used to take hours. Now, Chatref walks users through it step-by-step without our team.
of import questions answered before they reach the team
As we grow, managing permissions across platforms has never been easier. Chatref scales with us effortlessly.
Won’t customers get confused with another chat option?
Chatref fits into your existing email support flow – no extra steps. Customers get instant answers in their inbox.
What if Chatref gives wrong answers about our product?
Chatref only answers from your approved docs. No guesswork.
How do we handle sensitive data in chats?
Chatref follows your security policies. Human agents review flagged conversations.
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.
What if a customer needs human help?
Seamless handoff to your team with full chat history and context.
How long does setup take?
Minutes. Upload content, drop in one widget snippet, and your AI starts answering.
Can Chatref integrate with our CRM?
Yes, Chatref connects to your CRM – manage permissions in one place.
Securely scale support with your own content – free
Start for free. AI answers customer questions in your brand’s voice.
Part of Chatref for CRM Platforms · SaaS hub · pricing.




