PlanIt Finance receives numerous customer inquiries daily regarding their financial planning services. With Deskhero, they manage these inquiries efficiently using the ticket management feature. The advanced AI capabilities of Deskhero analyze previous tickets to suggest relevant replies, significantly reducing response time.
The company also leverages the knowledge base feature of Deskhero. The AI capabilities analyze articles, policies, manuals, and presentations uploaded in various formats like Word, PowerPoint, PDF to generate a comprehensive knowledge base. This helps in providing quick and accurate solutions to customer queries.
Deskhero's website scraping feature is used by PlanIt Finance to keep their knowledge base up-to-date. The AI analyzes the scraped data and updates the knowledge base accordingly, ensuring that the support team always has the latest information at their fingertips.
PlanIt Finance also uses the custom fields feature to categorize customer queries effectively. The AI capabilities of Deskhero analyze these fields to provide more relevant search results, making it easier for the support team to find the information they need.
Finally, the REST API of Deskhero allows PlanIt Finance to integrate the platform with their existing systems. This ensures a seamless flow of information, further enhancing the efficiency of their customer support.
How does Deskhero's AI capabilities enhance the ticket management process?
Deskhero's AI capabilities analyze previous tickets and suggest relevant replies, which significantly reduces the response time.
How does the AI update the knowledge base?
The AI analyzes articles, policies, manuals, presentations, and scraped website data to update the knowledge base with the latest information.
How does the AI improve search results?
The AI analyzes custom fields to provide more relevant search results, making it easier to find the required information.
* This article provides an example of how a fictive company in the Financial planning industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
