SecureFuture Financial Planners is a company that provides financial planning services. They interact with their customers through various channels, including email, phone, and live chat. To manage these interactions efficiently, SecureFuture uses Deskhero's advanced AI capabilities.
Deskhero's AI leverages OpenAI Embeddings from previous customer interactions, knowledge base articles, uploaded files, and scraped website data. This feature allows SecureFuture to understand their customers' needs and preferences better. The AI then sends this content through OpenAI's ChatGPT to generate personalized advice for each customer.
The AI capabilities of Deskhero also enhance the search results in the platform. When SecureFuture's support team searches for information to resolve a query, the AI uses the embeddings to provide the most relevant results. This feature not only saves time but also ensures that the advice given to the customers is accurate and personalized.
Furthermore, SecureFuture uses Deskhero's custom fields and structured data lists to organize their customer data. The AI capabilities of Deskhero make it easy to filter and sort this data, providing valuable insights that help SecureFuture to tailor their services to meet their customers' needs.
Overall, Deskhero's advanced AI capabilities have transformed the way SecureFuture interacts with their customers. They have improved efficiency, provided personalized advice, and enhanced their customer support.
How does Deskhero's AI enhance customer interactions?
Deskhero's AI enhances customer interactions by using OpenAI Embeddings from previous interactions and other sources to understand the customers' needs and preferences. It then generates personalized advice for each customer.
How does Deskhero's AI improve the search results?
When a search is conducted on Deskhero, the AI uses OpenAI Embeddings to provide the most relevant results. This ensures that the advice given to the customers is accurate and personalized.
How does Deskhero's AI help in organizing customer data?
Deskhero's AI makes it easy to filter and sort customer data. This provides valuable insights that can be used to tailor services to meet customers' needs.
* This article provides an example of how a fictive company in the Financial planning and advice services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
