AI-Driven Customer Support for SecureFuture Financials

Financial planning services - SecureFuture Financials *1

AI-Driven Customer Support for SecureFuture Financials

SecureFuture Financials handles a multitude of customer queries each day. To manage these effectively, they utilize Deskhero's ticket management system. The system's AI capabilities analyze incoming tickets and categorize them based on their urgency and subject matter. This ensures that critical tickets are addressed immediately, thereby enhancing customer satisfaction.

The company also benefits from Deskhero's AI-powered knowledge base. The AI sifts through previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data to generate pertinent content. This content is then used to formulate suggested replies, significantly reducing the time agents spend on crafting responses.

SecureFuture Financials regularly updates its financial planning strategies and policies. With Deskhero, they can effortlessly update their knowledge base by uploading new files. The AI then generates new embeddings from these files, ensuring that the suggested replies and search results are always current.

Moreover, Deskhero's comprehensive search bar, enhanced by AI, enables SecureFuture Financials' support agents to swiftly find relevant information. The AI uses embeddings from various sources to deliver the most relevant search results, aiding agents in resolving customer queries more rapidly.

Finally, SecureFuture Financials employs Deskhero's REST API to integrate the platform with their existing systems. This seamless integration allows them to leverage Deskhero's AI capabilities across their entire customer support process.

 

How does Deskhero's AI categorize incoming tickets?
Deskhero's AI analyzes the content of incoming tickets and categorizes them based on their urgency and topic. This is done using OpenAI Embeddings generated from previous tickets, knowledge base articles, and other relevant sources.

How does the AI-enhanced knowledge base work?
The AI sifts through previous tickets, knowledge base articles, uploaded files, and scraped website data to generate pertinent content. This content is then used to formulate suggested replies.

Can Deskhero's AI capabilities be integrated with other systems?
Yes, Deskhero provides a REST API that allows you to integrate its AI capabilities with your existing systems.

 

* This article provides an example of how a fictive company in the Financial planning services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.