FinAdviser receives hundreds of queries daily from clients seeking advice on a wide range of financial topics. The company uses Deskhero's advanced AI capabilities to manage these queries effectively. The AI leverages OpenAI embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data to find relevant content.
The AI then sends this relevant content through OpenAI's ChatGPT to generate suggested replies. This feature allows FinAdviser's customer support team to respond to client queries faster and more accurately, improving overall customer satisfaction.
Deskhero's AI capabilities also enhance search results, making it easier for the customer support team to find the information they need to assist clients. This feature saves time and reduces the workload for the team, allowing them to focus on providing high-quality customer service.
FinAdviser also uses Deskhero's structured data lists, custom fields, and user groups to organize and manage their customer support operations. These features allow the company to track and analyze customer interactions, helping them to continuously improve their services.
Overall, Deskhero's advanced AI capabilities have significantly improved the efficiency and effectiveness of FinAdviser's customer support operations.
How does Deskhero's AI capabilities improve response times?
Deskhero's AI uses OpenAI embeddings to find relevant content from previous tickets, knowledge base articles, and other resources. It then generates suggested replies, allowing customer support teams to respond to queries faster.
How does Deskhero enhance search results?
Deskhero's AI enhances search results by using OpenAI embeddings to find relevant content from various resources. This makes it easier for customer support teams to find the information they need.
Can Deskhero help in tracking and analyzing customer interactions?
Yes, Deskhero provides features like structured data lists, custom fields, and user groups that help in organizing, tracking, and analyzing customer interactions.
* This article provides an example of how a fictive company in the Financial advice services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
