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Stop repetitive ERP support questions in their tracks

Chatref deflects repetitive questions using your own docs – so your team tackles only the complex issues. Instant 24/7 answers, zero extra headcount.

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Why it matters

The problem this solves.

Repeat questions

Your team answers the same basic support questions over and over.

Slow onboarding

New users get stuck in your docs without clear next steps.

Global support

Customers ask the same questions in different languages.

Deflect repeat questionsSpeed up onboardingHandle multilingual supportFree your team for complex cases

The Chatref solution

Cut repetitive ERP support questions.

Fig. 1 · Cut repetitive ERP support questions – AI answers instantly from your own content – no dead ends or guesswork.

Your team gets the same questions daily. AI resolves them instantly from your own content – no human needed for simple issues. 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 ERP feature to spot trends.

Handoff complex cases with full chat history.

Under the hood

The features that power it.

AI Agents

Your own AI assistant, trained on your business.

Insights & Analytics

See what people ask and how your agent is doing.

Lead Capture

Turn chats into contacts, captured for you.

Shared Inbox

Watch chats live and step in when a human is needed.

Conversation Tags

Auto-label chats by topic so you can filter and report.

Pay as you go

Pay only for what you use, with simple prepaid credits.

More CRM solutions

Solve the next job too.

See all of them on the ERP Software Support hub.

Shorter Onboarding – Faster Time to Value

Cover Every Region – One Set of Docs

Humans Handle Only What Needs a Person

View all ERP Software Support solutions

Loved by support teams

SaaS teams cut support work in half with their own content

See how brands deflect repeat questions and scale effortlessly.

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.

Northwind Analytics

Our ERP guide now walks users through setup without us. Most finish field mapping themselves – admins handle only the tricky cases.

Pinehook

Donors get instant answers about giving, even at night. Our team focuses on major gifts instead of repeat questions.

Cardinal CRM
68%

of import questions answered before they reach the team

One set of content handles every language. Donor questions don’t pile up overnight – our small team keeps up.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t customers still need human support for complex ERP issues?

Chatref handles simple questions instantly. Your team steps in – with full context – only for complex cases.

Can Chatref answer ERP questions in different languages?

Yes. It uses one set of content to answer in every language.

Will Chatref just send customers to a help article?

No. It resolves issues in the chat – no dead-end links.

Isn’t Chatref just another chatbot?

Chatref is grounded in your ERP docs. It won’t make up answers like generic chatbots.

Won’t this confuse customers with another chat option?

Chatref uses your existing email support flow – no extra steps. Customers get instant answers in their inbox.

What if the AI gives wrong answers about our CRM?

Chatref only answers from your approved docs. No guesswork.

How do we handle sensitive CRM data in chats?

Chatref follows your security policies. Human agents review flagged conversations.

How long does setup take during a migration?

Minutes. Upload content, drop in one widget snippet, and your AI starts answering.

Stop repetitive ERP questions – start for free

AI answers instantly from your docs. Free to begin.

Start for freeTalk to an expert

Part of Chatref for ERP Software Support · SaaS hub · pricing.