Given the dynamic nature of the financial markets, InvestRight needs to constantly update its knowledge base to provide accurate and timely advice to its clients. The firm uses Deskhero's structured data lists and custom fields to organize its knowledge base, making it easier to update and retrieve information.
Deskhero's AI capabilities play a crucial role in managing InvestRight's knowledge base. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of the information. This understanding is then used to categorize and index the information, making it easily searchable.
InvestRight also uses Deskhero's AI to generate knowledge base articles from Word, PowerPoint, and PDF files. This feature allows the firm to quickly update its knowledge base with the latest market trends and investment strategies.
To ensure that its advisors have access to the most relevant information, InvestRight uses Deskhero's comprehensive search bar. The search bar leverages the AI's understanding of the information to provide the most relevant results, improving the quality of advice provided to clients.
Finally, InvestRight uses Deskhero's REST API to integrate the platform with its existing systems. This integration allows the firm to centralize its knowledge management activities, improving efficiency and reducing errors.
How does Deskhero's AI manage InvestRight's knowledge base?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to understand the context of the information. This understanding is then used to categorize and index the information, making it easily searchable.
Can Deskhero's AI generate knowledge base articles from Word, PowerPoint, and PDF files?
Yes, Deskhero's AI can generate knowledge base articles from Word, PowerPoint, and PDF files. This feature allows firms to quickly update their knowledge base with the latest market trends and investment strategies.
How does Deskhero integrate with existing systems?
Deskhero uses a REST API to integrate with existing systems. This integration allows firms to centralize their knowledge management activities, improving efficiency and reducing errors.
* 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.
