Faster onboarding with AI-powered guides
Chatref turns your docs into an interactive assistant – reducing setup time and cutting support tickets.
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Why it matters
The problem this solves.
Repeat questions
Your team wastes time answering the same basic support questions.
Slow onboarding
New users get stuck in your docs and can’t find next steps.
Global support
Customers ask the same questions in different languages.
The Chatref solution
Faster onboarding with AI-powered guides.
Your customers struggle with setup questions daily. AI guides them through onboarding using your own content – no dead ends or guesswork. They complete setup faster, and your team handles only the tough cases.
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
SaaS teams onboard users faster with AI-powered guides
See how brands cut support tickets and scale effortlessly – all from their 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.
Our setup guide now walks users through every step – no more stalled imports or half-finished onboarding. Most finish without our team.
Donors get instant answers about giving – even outside business hours. 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. Donor questions don’t pile up overnight.
Won’t this confuse customers with another chat option?
Chatref fits into your existing email support flow. No extra steps – just instant answers in the chat.
What if Chatref gives wrong answers about our product?
Chatref only answers from your approved content. 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.
Will this replace our existing onboarding docs?
No – it uses your current content to create an interactive guide. Keep what works, just make it smarter.
Turn your docs into an AI onboarding assistant – free
Start for free. AI guides users through setup in your brand’s voice.
Part of Chatref for Project Management Software · SaaS hub · pricing.