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Keep customer support alive during your CRM switch

Migrate your CRM without losing momentum. Chatref answers questions instantly from your old help docs – no rebuilds, no downtime.

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Take a tour of the product

Why it matters

The problem this solves.

Repeat questions

Customers ask the same questions about your product over and over.

Slow onboarding

New users can’t find the exact next step in your help docs and give up.

Global support

Keeping up with support needs across different time zones is hard.

Losing leads

Potential customers leave due to slow or impersonal support.

Deflect repeat questionsSpeed up onboardingCover all time zonesTurn chats into insights

The Chatref solution

Keep answers alive during your CRM switch.

Fig. 1 · Keep answers alive during your CRM switchAI answers migration questions from your own content – no dead ends or guesswork

A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old docs. 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.

Loved by support teams

Real teams cut repeat questions in half

How Chatref turns your content into instant, accurate answers for travelers

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

Chatref answers booking questions directly from our policies – no more made-up responses. Our team handles complex issues instead.

Pinehook

Travelers get instant answers in their own language. Our one set of content now covers every region and time zone.

Cardinal CRM
68%

of import questions answered before they reach the team

Support interactions show us what travelers struggle with most. We fix those parts of our tours first.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

Won’t importing old content bring in outdated answers?

You pick what to import. Start with your best guides, then use insights to spot updates. Your AI only answers from what you give it – so you control what’s current.

How long does setup take during a migration?

Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites or coding needed.

What if my content is in different formats or languages?

Chatref works with docs, guides, site pages, and files. It answers across languages from one set of imported content – keeping your whole team covered.

Can I keep my old content 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 the migration?

No. Your AI answers in your brand’s voice using your imported content. Customers get the same help – just faster.

Will Chatref replace our human support team?

No – Chatref handles routine questions, so your team can focus on complex issues that need a human touch.

How does Chatref ensure accurate answers?

Chatref only uses your own content – no made-up responses or generic web searches.

Can Chatref handle support across different time zones?

Yes – Chatref provides 24/7 coverage, answering questions instantly no matter where your customers are.

Give every traveler instant help with Chatref

Start free – connect your CRM and let AI answer questions in your brand’s voice.

Part of Chatref for Tour Operators Customer Support · Travel & Hospitality hub · pricing.