WealthSecure Solutions: Enhancing Customer Service with Deskhero's AI Capabilities

Financial consultancy services - WealthSecure Solutions *1

WealthSecure Solutions: Enhancing Customer Service with Deskhero's AI Capabilities

WealthSecure Solutions manages a large number of customer queries daily. To handle these effectively, they use Deskhero's ticket management system. The AI capabilities of Deskhero categorize and prioritize these tickets based on their content and urgency, ensuring timely resolution of customer issues.

Deskhero's AI also improves WealthSecure's knowledge base by generating articles from various formats like word documents, powerpoint presentations, and pdf files. This feature not only saves time for the support team but also improves the accuracy and comprehensiveness of the knowledge base.

WealthSecure leverages Deskhero's website scraping feature to stay updated with the latest financial news and trends. The AI scrapes relevant data from various financial websites and integrates it into the knowledge base, providing the support team with real-time information.

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

Finally, 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, helping the team respond to customers faster and more accurately.

 

How does Deskhero's AI categorize and prioritize tickets?
Deskhero's AI uses OpenAI Embeddings to understand the content and urgency of the tickets. It then categorizes and prioritizes them accordingly, ensuring that customer issues are resolved in a timely manner.

How does Deskhero's AI improve the knowledge base?
Deskhero's AI generates articles for the knowledge base from various formats like word documents, powerpoint presentations, and pdf files. This not only saves time for the support team but also improves the accuracy and comprehensiveness of the knowledge base.

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 helps the support team respond to customers faster and more accurately.

 

* 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.