AI-Enhanced Ticket Management for Investment Services

Investment Holding Companies - Investment Empire Inc. *1

AI-Enhanced Ticket Management for Investment Services

Investment Empire Inc. deals with a wide range of customer queries, from simple questions about their services to complex issues related to investments. To manage these effectively, they use Deskhero's advanced AI capabilities. The AI suggests replies based on previous tickets, knowledge base articles, and uploaded files like policies and manuals. This helps the support team to provide accurate responses quickly, improving customer satisfaction.

The company also uses Deskhero's custom email domains and user groups features to organize their support team. Each team is assigned a specific domain and user group, allowing them to focus on their area of expertise. The AI enhances this process by learning from past tickets and automatically assigning new ones to the appropriate team.

Deskhero's kanban board is another useful feature for Investment Empire Inc. It provides a visual overview of all open tickets, helping the team to prioritize and manage their workload. The AI further enhances this by predicting the urgency of new tickets based on their content and assigning them to the appropriate column on the kanban board.

With Deskhero's comprehensive search bar, the support team can quickly find relevant information from previous tickets, knowledge base articles, and uploaded files. The AI uses OpenAI Embeddings to enhance search results, making it easier for the team to find the information they need.

Finally, Investment Empire Inc. uses Deskhero's REST API to integrate the platform with their existing customer relationship management (CRM) system. This allows them to leverage the AI capabilities of Deskhero across their entire customer support operation, improving efficiency and customer satisfaction.

 

How does Deskhero's AI help in managing customer support tickets?
Deskhero's AI suggests replies based on previous tickets, knowledge base articles, and uploaded files. It also learns from past tickets and automatically assigns new ones to the appropriate team. Additionally, it predicts the urgency of new tickets and assigns them to the appropriate column on the kanban board.

How does Deskhero enhance search results?
Deskhero uses OpenAI Embeddings to enhance search results. This makes it easier for the support team to find relevant information from previous tickets, knowledge base articles, and uploaded files.

Can Deskhero be integrated with a CRM system?
Yes, Deskhero provides a REST API that allows you to integrate the platform with your existing CRM system. 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.