AlphaInvest receives hundreds of client inquiries daily, ranging from portfolio updates to investment advice. With Deskhero's AI-powered ticket management system, the company can efficiently categorize and prioritize these requests, ensuring timely responses. The AI uses OpenAI Embeddings to analyze previous tickets and suggest relevant replies, significantly reducing response time.
Deskhero's AI also enhances AlphaInvest's knowledge base by generating articles from various sources such as Word documents, PowerPoint presentations, and PDF files. This feature allows the firm to easily update its knowledge base with the latest investment strategies and market trends, providing clients with up-to-date information.
The AI's website scraping capability is another game-changer for AlphaInvest. It scrapes relevant financial news and updates from trusted sources, keeping the firm's knowledge base current and comprehensive. This not only improves the quality of customer service but also positions AlphaInvest as a thought leader in the investment advisory space.
Deskhero's comprehensive search bar, powered by AI, provides AlphaInvest's clients with quick and accurate search results. By leveraging OpenAI Embeddings, the search function can find relevant content from the knowledge base, previous tickets, and scraped website data, enhancing the user experience.
Lastly, AlphaInvest uses Deskhero's REST API to integrate the platform with their existing systems. This seamless integration ensures that all client interactions are captured and analyzed, providing valuable insights for business improvement.
How does Deskhero's AI improve ticket management?
Deskhero's AI uses OpenAI Embeddings to analyze previous tickets and suggest relevant replies. This not only speeds up response time but also ensures consistency in the quality of responses.
How does Deskhero's AI enhance the knowledge base?
The AI can generate knowledge base articles from various sources like Word documents, PowerPoint presentations, and PDF files. It can also scrape relevant financial news and updates from trusted sources, keeping the knowledge base current and comprehensive.
How does Deskhero's AI enhance the search function?
The AI-powered search function leverages OpenAI Embeddings to find relevant content from the knowledge base, previous tickets, and scraped website data. This ensures quick and accurate search results, enhancing the user experience.
* This article provides an example of how a fictive company in the Investment advice and portfolio management industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
