LegacyGuard handles a wide range of client queries every day, some of which require in-depth knowledge of estate planning and administration. To manage these effectively, the firm uses Deskhero's tickets management feature. The platform's AI capabilities analyze previous tickets and knowledge base articles to provide relevant content, which is then processed by OpenAI's ChatGPT to generate suggested replies. This not only reduces response times but also ensures the accuracy and relevance of the information provided.
Deskhero's AI also improves LegacyGuard's search results. By using OpenAI embeddings from uploaded files like policies, manuals, and presentations, as well as scraped website data, the platform provides more relevant search results. This enables LegacyGuard's support team to quickly find the information they need to assist clients.
LegacyGuard also uses Deskhero's custom fields and structured data lists to organize client information. Combined with the platform's user groups feature, this allows LegacyGuard to provide personalized support based on each client's specific needs and circumstances.
Moreover, LegacyGuard uses Deskhero's REST API to integrate the platform with their existing systems. This seamless integration allows the firm to take full advantage of Deskhero's capabilities without disrupting their current workflows.
By leveraging Deskhero, LegacyGuard has significantly improved their customer support operations. The platform's advanced AI capabilities have not only reduced response times but also enhanced the quality of the support provided.
How does Deskhero's AI generate suggested replies?
Deskhero's AI analyzes previous tickets and knowledge base articles to find relevant content. This content is then processed by OpenAI's ChatGPT to generate suggested replies.
How does Deskhero enhance search results?
Deskhero uses OpenAI embeddings from uploaded files and scraped website data to provide more relevant search results. This enables users to quickly find the information they need.
Can Deskhero be integrated with existing systems?
Yes, Deskhero can be integrated with existing systems using its REST API. This allows firms to take full advantage of Deskhero's capabilities without disrupting their current workflows.
* This article provides an example of how a fictive company in the Estate Planning and Administration services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
