AI-Driven Ticket Management for CapitalGuard

Financial Brokers and Investment Advisors - CapitalGuard *1

AI-Driven Ticket Management for CapitalGuard

CapitalGuard handles a large number of customer support tickets every day. The firm uses Deskhero's ticket management system to categorize these tickets based on their content, enabling the support team to prioritize and address them effectively.

Deskhero's AI capabilities are integral to CapitalGuard's ticket management process. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of each ticket. It then generates a suggested reply, significantly reducing the time taken to respond to a ticket.

CapitalGuard also uses Deskhero's kanban board to track the progress of each ticket. The board provides a visual representation of the ticket workflow, making it easier for the support team to manage their workload and ensure timely responses.

The firm uses Deskhero's comprehensive search bar to quickly find relevant information from the knowledge base, previous tickets, and uploaded files. This feature is particularly useful when dealing with complex tickets that require detailed responses.

Finally, CapitalGuard uses Deskhero's REST API to integrate the platform with its existing systems. This integration centralizes all customer support activities, making it easier to monitor and improve performance.

 

How does Deskhero's AI assist in ticket management?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of each ticket. It then generates a suggested reply, significantly reducing the time taken to respond to a ticket.

What is the purpose of the kanban board in Deskhero?
The kanban board in Deskhero provides a visual representation of the ticket workflow. It helps the support team manage their workload and ensure timely responses to tickets.

How does Deskhero integrate with existing systems?
Deskhero uses a REST API to integrate with existing systems. This integration centralizes all customer support activities, making it easier to monitor and improve performance.

 

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