InvestRight Advisory, a prominent investment advice and financial planning service provider, was looking for a solution to manage their extensive knowledge base and provide efficient customer support. They chose Deskhero for its AI capabilities and comprehensive features.
Deskhero's AI system leverages OpenAI Embeddings from the company's knowledge base articles, previous tickets, uploaded files, and scraped website data. This has enabled InvestRight to generate suggested replies for customer queries, improving their response times and overall 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.
Deskhero's custom email domains and user groups features have also proved beneficial for InvestRight. The custom email domains have helped maintain a professional image, while the user groups feature has enabled efficient team collaboration.
Overall, Deskhero's advanced AI capabilities have significantly improved InvestRight's customer support efficiency and effectiveness.
How does Deskhero's AI system improve InvestRight's knowledge base utilization?
Deskhero's AI system uses OpenAI Embeddings to suggest replies based on relevant content from the company's knowledge base, improving the utilization of the knowledge base.
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 InvestRight use Deskhero's custom email domains and user groups features?
InvestRight uses the custom email domains to maintain a professional image. The user groups feature is used for efficient team collaboration.
* 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.
