Estate Capital Partners deals with complex investment products, which often leads to intricate customer inquiries. To handle these effectively, they use Deskhero's knowledge base feature, enhanced by AI capabilities. The AI generates articles from Word, PowerPoint, PDF files, and even scrapes data from the company's website, keeping the knowledge base up-to-date with the latest information.
The AI uses OpenAI embeddings to understand the context of each query and finds the most relevant content from the knowledge base. This not only speeds up the resolution process but also ensures that customers receive accurate and detailed responses.
Deskhero's AI also helps in managing user groups. It can identify patterns and trends in customer inquiries and group similar issues together. This allows the support team to address common problems more efficiently and proactively update the knowledge base to prevent future inquiries of the same nature.
Through Deskhero's REST API, Estate Capital Partners integrates the platform with their CRM and other systems. This gives the AI access to a broader range of data, further enhancing its ability to generate relevant responses and keep the knowledge base updated.
By leveraging Deskhero's AI capabilities, Estate Capital Partners has significantly improved the efficiency of their customer support operations and the quality of their client interactions.
How does Deskhero's AI keep the knowledge base updated?
Deskhero's AI generates articles from Word, PowerPoint, PDF files, and even scrapes data from the company's website. It uses OpenAI embeddings to understand the context of each piece of information, ensuring that the knowledge base is always up-to-date with the most relevant content.
How does Deskhero's AI manage user groups?
The AI can identify patterns and trends in customer inquiries and group similar issues together. This allows the support team to address common problems more efficiently and proactively update the knowledge base to prevent future inquiries of the same nature.
Can Deskhero be integrated with CRM systems?
Yes, Deskhero provides a REST API that allows it to be seamlessly integrated with CRM systems and other existing platforms. This gives the AI access to a broader range of data, further enhancing its ability to generate relevant responses and keep the knowledge base updated.
* This article provides an example of how a fictive company in the Investment banking services for property unit trusts industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
