AI-Driven Knowledge Base for Investment Guidance

Investment Holding Companies - Capital Growth Partners *1

AI-Driven Knowledge Base for Investment Guidance

Capital Growth Partners provides a wide range of investment services, which often leads to a variety of customer queries. To address these, they use Deskhero to build a comprehensive knowledge base. The company uploads their policies, manuals, and presentations, which are then converted into knowledge base articles using AI. This provides customers with a wealth of information at their fingertips, reducing the need for direct customer support intervention.

The company also uses Deskhero's website scraping feature to keep their knowledge base up-to-date. The AI uses this scraped data to enhance search results and reply suggestions, ensuring that customers always receive the most relevant and current information.

Deskhero's advanced AI capabilities also come into play when customers use the comprehensive search bar. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to enhance search results. This helps customers to find the information they need quickly and easily.

Capital Growth Partners also uses Deskhero's custom fields and structured data lists to categorize and prioritize customer queries. This ensures that high-priority queries are addressed promptly and accurately. The AI further enhances this process by learning from past tickets and automatically categorizing new ones based on their content.

Finally, the company uses Deskhero's REST API to integrate the platform with their existing systems. This allows them to leverage the AI capabilities of Deskhero across their entire customer support operation, leading to improved efficiency and customer satisfaction.

 

How does Deskhero's AI help in building a knowledge base?
Deskhero's AI converts uploaded files like policies, manuals, and presentations into knowledge base articles. It also uses scraped data from your website to keep the knowledge base up-to-date and enhance search results and reply suggestions.

How does Deskhero enhance search results in the knowledge base?
Deskhero uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to enhance search results. This helps customers to find the information they need quickly and easily.

Can Deskhero be integrated with existing systems?
Yes, Deskhero provides a REST API that allows you to integrate the platform with your existing systems. This enables you to leverage Deskhero's AI capabilities across your entire customer support operation.

 

* This article provides an example of how a fictive company in the Investment Holding Companies industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.