EstatePlanPro was looking for a solution to improve their knowledge base management and customer support. They decided to implement Deskhero to address these challenges.
Deskhero's advanced AI capabilities allowed EstatePlanPro to leverage OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data. This enabled them to quickly find relevant content and generate suggested replies, significantly enhancing their customer support.
The AI also enhanced the search results, making it easier for the support team to find relevant information. This not only improved the efficiency of the support team but also increased customer satisfaction as queries were resolved more quickly and accurately.
EstatePlanPro also used Deskhero's knowledge base feature to create a comprehensive repository of information, which was easily accessible to both the support team and customers.
By leveraging Deskhero's advanced AI capabilities, EstatePlanPro was able to transform their customer support, improve knowledge base management, and increase operational efficiency.
How did Deskhero's AI capabilities improve EstatePlanPro's customer support?
Deskhero's AI capabilities helped EstatePlanPro to quickly find relevant content and generate suggested replies, enhancing their customer support. It also enhanced the search results, making it easier for the support team to find relevant information.
What other features of Deskhero did EstatePlanPro utilize?
EstatePlanPro also used Deskhero's knowledge base feature to create a comprehensive repository of information, which was easily accessible to both the support team and customers.
What were the benefits of implementing Deskhero for EstatePlanPro?
EstatePlanPro was able to transform their customer support, improve knowledge base management, and increase operational efficiency by leveraging Deskhero's advanced AI capabilities.
* This article provides an example of how a fictive company in the Estate Planning and Trust Administration industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
