LegacyGuard: Streamlining Estate Planning with AI-Powered Customer Support

Estate Planning and Trust Administration - LegacyGuard *1

LegacyGuard: Streamlining Estate Planning with AI-Powered Customer Support

LegacyGuard was facing challenges in managing the high volume of customer queries related to complex estate planning processes. The company decided to implement Deskhero to streamline their customer support and helpdesk services.

With Deskhero's AI capabilities, LegacyGuard was able to leverage OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data. This allowed them to quickly find relevant content and generate suggested replies, significantly reducing response times.

Deskhero's 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.

Additionally, LegacyGuard utilized Deskhero's REST API to integrate the platform with their existing systems, further streamlining the customer support process.

Overall, LegacyGuard was able to significantly improve their customer support efficiency and customer satisfaction by leveraging Deskhero's advanced AI capabilities.

 

How did Deskhero's AI capabilities improve LegacyGuard's customer support?
Deskhero's AI capabilities helped LegacyGuard to quickly find relevant content and generate suggested replies, reducing response times. It also enhanced the search results, making it easier for the support team to find relevant information.

What other features of Deskhero did LegacyGuard utilize?
LegacyGuard also utilized Deskhero's REST API to integrate the platform with their existing systems, further streamlining the customer support process.

What were the benefits of implementing Deskhero for LegacyGuard?
LegacyGuard was able to significantly improve their customer support efficiency and customer satisfaction 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.