Enhancing Client Support with AI at FinAudit Solutions

Financial Management & Audit Consulting Services - FinAudit Solutions *1

Enhancing Client Support with AI at FinAudit Solutions

FinAudit Solutions receives numerous client inquiries daily, ranging from simple questions about their services to complex queries about specific audits or financial management strategies. To manage this volume, they use Deskhero's ticket management system, which categorizes and prioritizes tickets based on their urgency and complexity.

With Deskhero's AI capabilities, FinAudit Solutions has been able to reduce the time spent on each ticket. The AI uses OpenAI Embeddings to analyze previous tickets, knowledge base articles, and uploaded files like policies and manuals. This analysis allows the AI to suggest replies, significantly reducing the time it takes for support staff to respond to clients.

The AI also enhances the search results within the platform. When a client or an employee searches for information, the AI uses the same OpenAI Embeddings to find the most relevant content. This feature has improved the efficiency of the firm's internal operations and increased client satisfaction.

FinAudit Solutions also uses Deskhero's website scraping feature to stay updated with the latest financial regulations and guidelines. The AI analyzes this scraped data and incorporates it into its suggested replies and search results, ensuring that the firm's responses are always up-to-date and compliant with current regulations.

Overall, Deskhero's advanced AI capabilities have enabled FinAudit Solutions to provide faster, more accurate support to its clients, while also improving internal efficiency.

 

How does Deskhero's AI suggest replies?
Deskhero's AI uses OpenAI Embeddings to analyze previous tickets, knowledge base articles, and uploaded files. Based on this analysis, it suggests replies to new tickets.

How does Deskhero's AI enhance search results?
When a search is performed on Deskhero, the AI uses OpenAI Embeddings to find the most relevant content from previous tickets, knowledge base articles, and uploaded files.

How does Deskhero's website scraping feature work?
Deskhero's website scraping feature automatically collects data from specified websites. The AI then analyzes this data and incorporates it into its suggested replies and search results.

 

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