FinPlanPro deals with a wide range of customer inquiries every day, from simple account-related questions to complex financial planning queries. To manage these effectively, FinPlanPro implemented Deskhero's AI-powered helpdesk platform. The AI capabilities of Deskhero, using OpenAI embeddings, provided suggested replies based on previous tickets, knowledge base articles, and uploaded files, significantly reducing the time taken to respond to customer queries.
FinPlanPro utilized Deskhero's feature of generating knowledge base articles from Word, PowerPoint, and PDF files to create an extensive knowledge base. The AI capabilities of Deskhero further enhanced this by scraping website data and using it to improve search results, making it easier for customers to find the information they need.
The AI-powered comprehensive search bar provided by Deskhero has revolutionized the way FinPlanPro handles customer inquiries. It not only provides quick and accurate responses but also learns from each interaction, continually improving its efficiency.
Deskhero's custom email domains and user groups feature enabled FinPlanPro to deliver personalized support to their clients. The AI capabilities ensured that the right support team received the right ticket, increasing the resolution speed and enhancing customer satisfaction.
Lastly, the REST API feature of Deskhero integrated smoothly with FinPlanPro's existing systems, allowing the company to utilize its current data along with Deskhero's AI capabilities.
How does Deskhero's AI capabilities reduce response time?
Deskhero's AI capabilities suggest replies based on previous tickets, knowledge base articles, and uploaded files. This helps in drafting responses quickly, thereby reducing response time.
How does Deskhero improve search results?
Deskhero uses AI to scrape website data and use this information to enhance search results. This makes it easier for customers to find relevant content.
How does Deskhero integrate with existing systems?
Deskhero's REST API feature allows it to integrate seamlessly with existing systems, enabling companies to utilize their current data along with Deskhero's AI capabilities.
* This article provides an example of how a fictive company in the Financial Planning & Investment Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
