InvestRight and AI-Enhanced Customer Support

Financial Planning & Investment Services - InvestRight *1

InvestRight and AI-Enhanced Customer Support

InvestRight receives hundreds of customer queries daily, ranging from account setup, investment advice, to troubleshooting technical issues. The company implemented Deskhero to manage these tickets efficiently. The platform's AI capabilities, leveraging OpenAI embeddings, significantly improved the response time by suggesting replies based on previous tickets, knowledge base articles, and uploaded files.

With Deskhero, InvestRight was able to create a comprehensive knowledge base that includes articles generated from Word, PowerPoint, and PDF files. The AI capabilities of Deskhero scrape the website data and use the information to enhance search results, making it easier for customers to find relevant content.

The AI-powered comprehensive search bar has been a game-changer for InvestRight. It not only provides quick and accurate responses to customer queries but also learns from each interaction, improving its efficiency over time.

Deskhero's custom email domains and user groups feature allowed InvestRight to provide personalized support to their clients. The AI capabilities ensured that the right support team received the right ticket, reducing the resolution time and improving customer satisfaction.

Finally, the REST API feature of Deskhero seamlessly integrated with InvestRight's existing systems, enabling the company to leverage its current data in conjunction with Deskhero's AI capabilities.

 

How does Deskhero's AI capabilities improve response time?
Deskhero's AI capabilities suggest replies based on previous tickets, knowledge base articles, and uploaded files. This reduces the time taken to draft responses, thereby improving response time.

How does Deskhero enhance search results?
Deskhero uses AI to scrape website data and use this information to enhance search results. It makes it easier for customers to find relevant content.

How does Deskhero integrate with existing systems?
Deskhero's REST API feature allows it to seamlessly integrate with existing systems, enabling companies to leverage their current data in conjunction 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.