FinPlan Masters receives numerous customer queries daily. To manage these efficiently, they use Deskhero's ticket management system. The system's AI capabilities analyze the content of incoming tickets and automatically categorize them based on their urgency and topic. This ensures that high-priority tickets are addressed promptly, improving customer satisfaction.
The company also leverages Deskhero's AI-powered knowledge base. The AI scans through previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation, and scraped website data to generate relevant content. This content is then used to create suggested replies, significantly reducing the time agents spend crafting responses.
FinPlan Masters frequently updates its financial planning strategies and policies. With Deskhero, they can easily 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 up-to-date.
Moreover, Deskhero's comprehensive search bar, enhanced by AI, allows FinPlan Masters' support agents to quickly find relevant information. The AI uses embeddings from various sources to provide the most relevant search results, helping agents resolve customer queries faster.
Finally, FinPlan Masters uses 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 workflow.
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 scans through previous tickets, knowledge base articles, uploaded files, and scraped website data to generate relevant content. This content is then used to create 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.
