WealthyWise Financial Advisors has a vast clientele, each with unique queries and issues. Managing these manually was proving to be a challenge. They turned to Deskhero for a solution. With Deskhero's advanced AI capabilities, WealthyWise was able to automate their ticket management process. The AI analyzed previous tickets and knowledge base articles to suggest replies, significantly reducing response times.
Deskhero's AI also enhanced the search results in the knowledge base. By leveraging OpenAI Embeddings from uploaded files like policies, manuals, and presentations, the AI was able to find relevant content quickly, making it easier for clients to find the information they needed.
The custom fields feature allowed WealthyWise to categorize tickets based on the type of query, making it easier for the AI to find relevant solutions. This not only improved the efficiency of their helpdesk but also increased customer satisfaction.
Deskhero's REST API also made it easy for WealthyWise to integrate the platform with their existing systems, ensuring a seamless transition. The custom email domains feature allowed them to maintain their brand identity while providing top-notch customer support.
Website scraping was another feature that WealthyWise found useful. It allowed them to keep their knowledge base up-to-date by automatically updating it with the latest information from their website.
How does Deskhero's AI improve response times?
Deskhero's AI analyzes previous tickets and knowledge base articles to suggest replies, significantly reducing the time taken to respond to tickets.
How does Deskhero's AI enhance search results?
By leveraging OpenAI Embeddings from uploaded files and scraped website data, Deskhero's AI can find relevant content quickly, enhancing the search results in the knowledge base.
Can Deskhero be integrated with existing systems?
Yes, Deskhero's REST API allows for easy integration with existing systems.
* This article provides an example of how a fictive company in the Financial Planning & Advisory Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
