FinTech Solutions receives a high volume of client inquiries daily, ranging from simple questions about their services to complex issues related to financial management. With Deskhero, they can efficiently manage these tickets, prioritizing them based on urgency and complexity. The kanban board feature allows the team to visualize the workflow and track the progress of each ticket.
The AI capabilities of Deskhero significantly enhance the efficiency of FinTech Solutions' customer support. By leveraging OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data, Deskhero's AI can suggest relevant content and generate potential replies. This reduces the time spent by support staff on researching and drafting responses.
Deskhero's AI also enhances the search results, making it easier for the support team to find relevant information. This is particularly useful when dealing with complex financial queries that require detailed and accurate information. The AI can quickly scan through the vast amount of data available and present the most relevant results.
Moreover, FinTech Solutions uses Deskhero's custom fields and structured data lists to categorize and organize their client queries. This makes it easier to track and manage tickets, ensuring that no query is missed or left unanswered.
Overall, Deskhero's advanced AI capabilities have significantly improved the efficiency and accuracy of FinTech Solutions' customer support services. The platform has not only streamlined their workflow but also enhanced their ability to provide high-quality, accurate responses to their clients.
How does Deskhero's AI suggest replies?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and other uploaded files to generate suggested replies. It analyzes this data to understand the context and nature of the query and then generates a relevant response.
How does Deskhero's AI enhance search results?
Deskhero's AI improves search results by using OpenAI Embeddings to understand the context of the search query. It then scans through the available data to find the most relevant information.
How does FinTech Solutions use Deskhero's custom fields and structured data lists?
FinTech Solutions uses these features to categorize and organize their client queries. This helps them track and manage tickets more efficiently.
* This article provides an example of how a fictive company in the Financial management consulting industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
