Improving Knowledge Base Management with AI at MoneyTrack Advisors

Financial Management & Audit Consulting Services - MoneyTrack Advisors *1

Improving Knowledge Base Management with AI at MoneyTrack Advisors

MoneyTrack Advisors has a vast knowledge base, consisting of articles, policies, manuals, and presentations. Managing this knowledge base was a challenge until they started using Deskhero. With Deskhero's structured data lists and custom fields, the firm can now organize its knowledge base more effectively.

Deskhero's AI capabilities have significantly improved the firm's knowledge base management. The AI uses OpenAI Embeddings to analyze the firm's existing knowledge base and uploaded files. It then generates new knowledge base articles based on this analysis, saving the firm valuable time and resources.

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

Additionally, MoneyTrack Advisors 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 the knowledge base, ensuring that the firm's information is always up-to-date.

Overall, Deskhero's advanced AI capabilities have enabled MoneyTrack Advisors to manage its knowledge base more effectively and provide better support to its clients.

 

How does Deskhero's AI generate knowledge base articles?
Deskhero's AI uses OpenAI Embeddings to analyze the firm's existing knowledge base and uploaded files. It then generates new knowledge base articles based on this analysis.

How does Deskhero's AI enhance the searchability of the knowledge base?
When a search is performed on Deskhero, the AI uses OpenAI Embeddings to find the most relevant content from the knowledge base.

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 the knowledge base.

 

* 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.