AI-Enhanced Customer Support for AlphaBrokers

Financial Brokers and Investment Advisors - AlphaBrokers *1

AI-Enhanced Customer Support for AlphaBrokers

AlphaBrokers receives a high volume of customer queries daily, ranging from account management to investment advice. The firm uses Deskhero's ticket management system to efficiently handle these inquiries. The system categorizes tickets based on their content, allowing the support team to prioritize and address them systematically.

The company also utilizes Deskhero's AI capabilities to generate suggested replies. By leveraging OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data, Deskhero's AI can understand the context of the inquiry and provide a relevant response. This significantly reduces the time taken to respond to a ticket, improving overall customer satisfaction.

AlphaBrokers has also found Deskhero's knowledge base feature invaluable. The firm regularly updates its knowledge base with articles generated from Word, PowerPoint, and PDF files. These articles are then used by the AI to enhance its suggested replies, further improving the quality of customer support.

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

Lastly, AlphaBrokers uses Deskhero's REST API to integrate the platform with its existing systems. This seamless integration ensures that all customer support activities are centralized, making it easier to monitor and improve performance.

 

How does Deskhero's AI generate suggested replies?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of an inquiry. It then uses this understanding to generate a relevant response.

Can Deskhero's AI handle complex inquiries?
Yes, Deskhero's AI is designed to handle a wide range of inquiries. For complex inquiries, it uses the comprehensive search bar to find relevant information from the knowledge base, previous tickets, and uploaded files.

How does Deskhero integrate with existing systems?
Deskhero uses a REST API to integrate with existing systems. This ensures that all customer support activities are centralized, 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.