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Keep your project management users on track

Chatref handles task updates and time tracking inside chat – so your users stay productive without tickets. Scale support effortlessly.

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Take a tour of the product

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.

Deflect repeat questionsSpeed up onboardingHandle multilingual support

The Chatref solution

Scale project management support effortlessly.

Fig. 1 · Scale project management support effortlesslyAI handles repeat task tracking questions instantly – no human needed.

Your team gets flooded with the same task tracking questions daily. AI answers instantly from your own project management docs – 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 with full chat history.

Loved by support teams

Keep project management users on track instantly

See how teams deflect routine task tracking questions before they reach the queue.

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

Users get instant updates on task statuses – no tickets needed. Chatref walks them through tracking inside the chat.

Pinehook

Deadline changes are logged in real-time, keeping projects on track. No more back-and-forth emails.

Cardinal CRM
68%

of import questions answered before they reach the team

Time tracking questions are resolved inside the chat. Our team handles only the complex cases.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t this confuse users with another chat option?

Chatref fits your existing flow – no extra steps. Users get instant answers in their inbox.

What if the AI gives wrong task tracking answers?

Chatref only uses your approved docs. No guesswork.

How do we handle sensitive task data in chats?

Chatref follows your security rules. Human agents review flagged chats.

Is this just another chatbot that sends article links?

Chatref resolves issues in chat – no dead-end links. Human handoffs include 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 user needs human help?

Seamless handoff to your team with full chat history and context.

How long does setup take during a migration?

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

Turn your docs into instant AI support – free

Start for free. AI answers questions in your brand’s voice – no tickets needed.

Part of Chatref for Project Management Software · SaaS hub · pricing.