WealthyWise Financial Services is a leading provider of investment advice and financial planning services. With a growing client base, they needed a robust system to manage their customer support tickets and provide quick, accurate responses to client queries. They chose Deskhero for its advanced AI capabilities and comprehensive features.
Deskhero's advanced AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data. This feature has been instrumental in helping WealthyWise handle a large volume of customer queries efficiently. The AI system suggests replies based on relevant content, significantly reducing response times and improving customer satisfaction.
The AI system also enhances the search results within the platform. When the support team searches for information to assist a client, the AI system provides the most relevant results, making it easier for the team to find the required information quickly.
WealthyWise also benefits from Deskhero's custom fields and structured data lists, which allow them to categorize and manage customer queries effectively. The kanban board feature provides a visual representation of the support workflow, enabling the team to track and manage tickets efficiently.
Overall, Deskhero's advanced AI capabilities have revolutionized WealthyWise's customer support, improving efficiency and customer satisfaction.
How does Deskhero's AI system improve response times?
Deskhero's AI system uses OpenAI Embeddings to suggest replies based on relevant content from previous tickets, knowledge base articles, and other sources. This significantly reduces the time taken to draft responses.
How does the AI system enhance search results within the platform?
The AI system uses OpenAI Embeddings to provide the most relevant search results based on the context of the search query. This makes it easier for the support team to find the required information quickly.
How does WealthyWise use Deskhero's custom fields and structured data lists?
WealthyWise uses these features to categorize and manage customer queries effectively. This helps them track and resolve tickets efficiently.
* This article provides an example of how a fictive company in the Investment Advice and Financial Planning Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
