ProbatePro Advisors uses Deskhero's advanced AI capabilities to manage client inquiries and improve the quality of responses. The AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data to generate suggested replies. This ensures that the responses are accurate, comprehensive, and tailored to the client's needs.
The firm also uses Deskhero's AI to enhance client engagement. When a client creates a new ticket, the AI quickly generates a suggested reply, which not only addresses the client's inquiry but also provides additional relevant information. This proactive approach has significantly improved client engagement and satisfaction.
Deskhero's custom fields feature allows ProbatePro to categorize tickets based on the type of inquiry, which streamlines the ticket management process. The firm also uses the kanban board feature to track the progress of each ticket and ensure that all inquiries are addressed in a timely manner.
The firm also uses Deskhero's AI to enhance search results. When clients or staff members use the comprehensive search bar, the AI uses OpenAI Embeddings to provide the most relevant results. This has made it easier for clients to find the information they need and for staff members to access resources quickly.
Overall, Deskhero's advanced AI capabilities have enabled ProbatePro Advisors to enhance client engagement, improve the quality of responses, and streamline the ticket management process.
How does Deskhero's AI improve the quality of responses?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and other resources to generate suggested replies. This ensures that the responses are accurate, comprehensive, and tailored to the client's needs.
How does Deskhero's AI enhance client engagement?
When a client creates a new ticket, Deskhero's AI quickly generates a suggested reply that not only addresses the client's inquiry but also provides additional relevant information. This proactive approach has significantly improved client engagement and satisfaction.
How does ProbatePro use Deskhero's custom fields and kanban board features?
ProbatePro uses Deskhero's custom fields to categorize tickets based on the type of inquiry. The kanban board feature is used to track the progress of each ticket and ensure that all inquiries are addressed in a timely manner.
* This article provides an example of how a fictive company in the Estate planning and probate law advice industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
