TaxWise: Streamlining Customer Support with Deskhero's AI Capabilities

Estate Planning and Tax Preparation - TaxWise *1

TaxWise: Streamlining Customer Support with Deskhero's AI Capabilities

TaxWise's customer support team deals with a large number of queries related to tax preparation. With Deskhero's ticket management system, they are able to effectively handle and prioritize these queries. Deskhero's AI uses 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 TaxWise's support team in delivering prompt and precise responses. This has led to a significant improvement in response times and customer satisfaction. The AI also improves search results, making it easier for the support team to locate pertinent information.

TaxWise utilizes Deskhero's knowledge base feature to store and manage a wealth of information related to tax preparation. Deskhero's AI generates knowledge base articles from Word, PowerPoint, PDF files, and even scrapes data from websites, considerably reducing the time spent on creating and updating the knowledge base.

Deskhero's custom fields and user groups features enable TaxWise to customize the platform to meet their specific needs. They can create custom fields for specific information related to tax preparation, and create user groups based on roles and responsibilities within the customer support team.

TaxWise has integrated Deskhero's REST API to connect the platform with their existing systems. This seamless integration has further improved the productivity 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.