EstateMaster: Enhancing Customer Support with Deskhero's AI Capabilities

Estate Planning and Tax Preparation - EstateMaster *1

EstateMaster: Enhancing Customer Support with Deskhero's AI Capabilities

EstateMaster's customer support team receives a high volume of queries related to estate planning and tax preparation. Using Deskhero's ticket management system, they are able to efficiently manage and prioritize these queries. The AI capabilities of Deskhero leverage OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations and scraped website data to find relevant content.

The suggested replies generated by Deskhero's AI help EstateMaster's support team provide quick and accurate responses. This has not only improved response times but also increased customer satisfaction. The AI also enhances search results, making it easier for the support team to find relevant information.

Deskhero's knowledge base feature is used by EstateMaster to store and manage a vast amount of information related to estate planning and tax preparation. The AI capabilities of Deskhero generate knowledge base articles from Word, PowerPoint, PDF files, and even scrape data from websites. This has significantly reduced the time spent on creating and updating the knowledge base.

Deskhero's custom fields and user groups features allow EstateMaster to tailor the platform to their specific needs. They can create custom fields for specific information related to estate planning and tax preparation, and create user groups based on roles and responsibilities within the customer support team.

By integrating Deskhero's REST API, EstateMaster is able to connect the platform with their existing systems. This seamless integration has further enhanced the efficiency of their customer support operations.

 

How does Deskhero's AI improve response times?
Deskhero's AI uses OpenAI Embeddings to find relevant content from previous tickets, knowledge base articles, and other sources. It then generates suggested replies, which helps the support team provide quick and accurate responses.

How does Deskhero's AI enhance search results?
Deskhero's AI uses OpenAI Embeddings to find relevant content based on the search query. This makes it easier for the support team to find the information they need.

How does Deskhero's knowledge base feature work?
Deskhero's knowledge base feature allows you to store and manage information. The AI capabilities of Deskhero can generate knowledge base articles from Word, PowerPoint, PDF files, and even scrape data from websites.

 

* This article provides an example of how a fictive company in the Estate Planning and Tax Preparation industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.