InvestRight's clients often have complex questions about their investment options and strategies. To provide accurate, timely responses, InvestRight needed a robust system to manage their extensive knowledge base. They chose Deskhero for its advanced AI capabilities.
Using Deskhero, InvestRight leveraged OpenAI Embeddings from their vast array of previous tickets, knowledge base articles, and uploaded files like policies, manuals, and presentations. This allowed them to quickly find relevant content to address client inquiries.
Deskhero's AI also enhanced the search results within their knowledge base, making it easier for InvestRight's representatives to find the information they needed. This led to faster response times and increased client satisfaction.
Furthermore, InvestRight used Deskhero's custom email domains and user groups to streamline their internal communication and collaboration. This improved their overall operational efficiency and allowed them to serve their clients better.
Overall, InvestRight found that Deskhero's AI capabilities greatly improved their client service operations, leading to more satisfied clients and a more efficient team.
How did Deskhero's AI capabilities improve InvestRight's client service?
Deskhero's AI capabilities allowed InvestRight to quickly find relevant content and generate suggested replies, reducing response times. It also enhanced search results within their knowledge base, leading to faster resolution times.
What other features of Deskhero did InvestRight find useful?
InvestRight found Deskhero's custom email domains and user groups particularly useful for streamlining their internal communication and collaboration.
Did Deskhero improve InvestRight's client satisfaction?
Yes, by improving response and resolution times, Deskhero helped InvestRight improve their client satisfaction.
* This article provides an example of how a fictive company in the Financial institutions and services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
