WealthGuard Advisors handles a multitude of client queries daily, ranging from general financial advice to specific investment strategies. To manage these queries effectively, WealthGuard uses Deskhero's advanced AI capabilities. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files, and scraped website data to find relevant content.
This content is then sent through OpenAI's ChatGPT to generate suggested replies. This feature has drastically reduced the response time to client queries and improved the accuracy of the responses. The AI's ability to pull information from various sources ensures that the responses are comprehensive and tailored to the client's query.
Deskhero's AI capabilities have also improved the search functionality on WealthGuard's website. When clients use the search bar, the AI uses OpenAI Embeddings to provide the most relevant content. This has enhanced the user experience and increased client satisfaction.
WealthGuard also utilizes Deskhero's REST API to integrate the platform with their existing systems. This integration has streamlined the company's helpdesk services and improved overall efficiency.
In conclusion, Deskhero's advanced AI capabilities have revolutionized WealthGuard Advisors' customer support. The platform has improved efficiency, accuracy, and client satisfaction.
How has Deskhero's AI improved response times?
The AI uses OpenAI Embeddings to find relevant content and generates suggested replies. This process is much faster than manual search and response generation, thus reducing response times.
How has Deskhero's AI enhanced the search functionality?
The AI uses OpenAI Embeddings to provide the most relevant content when clients use the search bar. This has improved the user experience and increased client satisfaction.
How does Deskhero integrate with existing systems?
Deskhero uses a REST API to integrate with existing systems. This allows for seamless integration and streamlining of helpdesk services.
* This article provides an example of how a fictive company in the Financial Management Advisory Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
