WealthWise provides financial advice to a large number of clients. They receive numerous queries daily, ranging from simple questions about financial planning to complex inquiries about investment options. With Deskhero's advanced AI capabilities, WealthWise can now automatically generate suggested replies based on previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data.
The AI-powered search bar has been a boon for WealthWise. It leverages OpenAI Embeddings to find relevant content quickly and accurately. This has not only reduced the time spent by helpdesk agents on searching for information but also improved the quality of their responses.
Deskhero's AI capabilities also extend to its knowledge base. The platform can generate articles from word, powerpoint, pdf files, which has made it easier for WealthWise to maintain and update their knowledge base. This has led to a significant reduction in repeated queries, allowing the helpdesk team to focus on more complex issues.
The ticket management system of Deskhero has also been instrumental in improving the efficiency of the helpdesk team. The AI-powered system categorizes and prioritizes tickets based on their urgency and complexity. This has helped WealthWise to reduce their response time and improve client satisfaction.
Overall, the advanced AI capabilities of Deskhero have revolutionized the helpdesk operations of WealthWise. The platform has not only improved the efficiency of the team but also enhanced the client experience.
How does Deskhero's AI generate suggested replies?
Deskhero's AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data to find relevant content. This content is then sent through OpenAI's ChatGPT to generate suggested replies.
How does the AI-powered search bar work?
The AI-powered search bar uses OpenAI Embeddings to find relevant content quickly and accurately. This reduces the time spent by helpdesk agents on searching for information and improves the quality of their responses.
How does Deskhero's AI help in ticket management?
Deskhero's AI-powered ticket management system categorizes and prioritizes tickets based on their urgency and complexity. This helps in reducing response time and improving client satisfaction.
* This article provides an example of how a fictive company in the Investment Activities industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
