InvestRight Consultancy: Improving Operational Efficiency with Deskhero's AI Capabilities

Financial consultancy services - InvestRight Consultancy *1

InvestRight Consultancy: Improving Operational Efficiency with Deskhero's AI Capabilities

InvestRight Consultancy handles a large volume of customer queries every day. They use Deskhero's ticket management system to manage these effectively. Deskhero's AI capabilities help in categorizing and prioritizing these tickets based on their content and urgency, ensuring that no customer issue goes unnoticed.

Deskhero's AI also enhances InvestRight's knowledge base by generating articles from various sources like word documents, powerpoint presentations, and pdf files. This feature has significantly reduced the time spent by the support team in manual data entry and has improved the accuracy and comprehensiveness of the knowledge base.

InvestRight also benefits from Deskhero's website scraping feature. The AI scrapes relevant data from various financial websites and integrates it into the knowledge base, providing the support team with up-to-date information at their fingertips.

The advanced search bar powered by AI helps InvestRight's support team find relevant content quickly and easily. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and other sources to enhance search results, making the support team more efficient and effective.

Lastly, Deskhero's AI capabilities generate suggested replies for the support team. These suggestions are based on the context of the customer query and the information available in the knowledge base, reducing the response time and improving customer satisfaction.

 

How does Deskhero's AI prioritize tickets?
Deskhero's AI uses OpenAI Embeddings to understand the context and urgency of the tickets. It then categorizes and prioritizes them accordingly, ensuring that critical issues are addressed promptly.

How does Deskhero's AI enhance the search function?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and other sources to enhance search results. This makes it easier for the support team to find relevant content quickly and efficiently.

How does Deskhero's AI generate suggested replies?
Deskhero's AI uses the context of the customer query and the information available in the knowledge base to generate suggested replies. This reduces the response time and improves customer satisfaction.

 

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