AI-Driven Ticket Management for Asset Management Services

Asset Management & Advisory Services - WealthSecure Advisors *1

AI-Driven Ticket Management for Asset Management Services

WealthSecure Advisors manages a diverse portfolio of assets for a wide range of clients. As a result, they receive a high volume of customer support tickets every day. Managing these tickets and responding to them in a timely manner is crucial for maintaining customer satisfaction. To improve their ticket management process, WealthSecure Advisors has implemented Deskhero and its advanced AI capabilities.

Deskhero's AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of a ticket. Based on this understanding, the AI can generate suggested replies, which are then reviewed and sent out by the customer support team. This has significantly reduced the time taken to respond to tickets, improving customer satisfaction.

In addition to suggesting replies, Deskhero's AI also categorizes and prioritizes tickets based on their content. This allows the customer support team to focus on the most urgent and important queries first, further improving response times.

WealthSecure Advisors also uses Deskhero's REST API to integrate the platform with their existing systems. This allows the customer support team to access all necessary information from one place, making the ticket management process more efficient.

By leveraging Deskhero's advanced AI capabilities, WealthSecure Advisors has been able to improve their ticket management process, leading to faster response times and higher customer satisfaction.

 

How does Deskhero's AI suggest replies to tickets?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of a ticket. It then generates a suggested reply based on this understanding.

How does Deskhero's AI categorize and prioritize tickets?
Deskhero's AI analyzes the content of a ticket to determine its category and priority. This allows the customer support team to focus on the most urgent and important queries first.

How does Deskhero integrate with existing systems?
Deskhero provides a REST API that allows it to integrate with a company's existing systems. This ensures a seamless workflow and allows the customer support team to access all necessary information from one place.

 

* This article provides an example of how a fictive company in the Asset Management & Advisory Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.