EstateTax Solutions' customer support team receives numerous queries related to estate planning and tax preparation. Deskhero's ticket management system enables them to efficiently manage and prioritize these queries. Deskhero's AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations and scraped website data to find relevant content.
The AI-generated suggested replies provided by Deskhero assist EstateTax Solutions' support team in delivering quick and accurate responses. This has resulted in improved response times and increased customer satisfaction. The AI also enhances search results, making it easier for the support team to locate relevant information.
EstateTax Solutions uses Deskhero's knowledge base feature to store and manage a large amount of information related to estate planning and tax preparation. Deskhero's AI generates knowledge base articles from Word, PowerPoint, PDF files, and even scrapes data from websites, significantly reducing the time spent on creating and updating the knowledge base.
Deskhero's custom fields and user groups features allow EstateTax Solutions 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.
EstateTax Solutions has integrated Deskhero's REST API to connect the platform with their existing systems. This seamless integration has further enhanced the effectiveness 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.
