AssetPro Advisory manages a vast array of financial assets and provides advisory services to a broad client base. As such, they receive a high volume of customer queries daily, ranging from simple questions about account management to complex inquiries about investment strategies. Using Deskhero's advanced AI capabilities, AssetPro Advisory has been able to automate the process of responding to these queries, significantly reducing the workload on their customer support team.
Deskhero's AI capabilities leverage OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data. This allows the platform to generate suggested replies to customer queries, which are then reviewed and sent out by the customer support team. This not only speeds up the response time but also ensures that the responses are accurate and consistent.
Furthermore, Deskhero's AI-enhanced search function has proven to be a valuable tool for AssetPro Advisory's customer support team. The AI uses the same OpenAI Embeddings to enhance search results, allowing the team to quickly find relevant information when dealing with more complex customer queries.
AssetPro Advisory also uses Deskhero's REST API to integrate the platform with their existing systems, ensuring a seamless workflow. This integration allows the customer support team to access all necessary information from one place, further improving their efficiency.
Overall, Deskhero's advanced AI capabilities have enabled AssetPro Advisory to provide faster, more accurate customer support, leading to improved customer satisfaction.
How does Deskhero's AI generate suggested replies?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of a query. It then generates a suggested reply based on this information.
How does Deskhero's AI-enhanced search function work?
The AI-enhanced search function uses OpenAI Embeddings to understand the context of a search query and provide more relevant results. This makes it easier for the customer support team to find the information they need to respond to customer queries.
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.
