MoneyMatters Financial Advisors is a company that provides financial planning and advice services. They have a large customer base and receive numerous queries daily. To manage these efficiently, they use Deskhero's ticket management system. The advanced AI capabilities of Deskhero help MoneyMatters to categorize and prioritize tickets based on their urgency and complexity, ensuring that critical issues are addressed promptly.
Deskhero's AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data. This feature allows MoneyMatters to find relevant content quickly and accurately. The AI then sends this content through OpenAI's ChatGPT to generate suggested replies, which significantly reduces the time taken to respond to a query.
The AI capabilities of Deskhero also enhance the search results in the platform. When MoneyMatters' support team searches for information to resolve a ticket, 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 comprehensive.
Furthermore, MoneyMatters 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 MoneyMatters to tailor their services to meet their customers' needs.
Overall, Deskhero's advanced AI capabilities have transformed the way MoneyMatters manages their customer support. They have improved efficiency, reduced response times, and enhanced the quality of their advice.
How does Deskhero's AI enhance the ticket management system?
Deskhero's AI enhances the ticket management system by categorizing and prioritizing tickets based on their urgency and complexity. It also uses OpenAI Embeddings from previous tickets and other sources to generate suggested replies, reducing the time taken to respond to a query.
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 comprehensive.
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.
