AI-Powered Customer Support for Investment Queries

Investment Holding Companies - Global Wealth Holdings *1

AI-Powered Customer Support for Investment Queries

Global Wealth Holdings receives a large volume of customer queries regarding their investment portfolios. Using Deskhero's advanced AI capabilities, the company is able to automatically generate suggested replies based on previous tickets and knowledge base articles. This significantly reduces the time spent by customer support agents on each ticket, allowing them to handle more queries in less time.

The company also utilizes Deskhero's custom fields and structured data lists to categorize and prioritize tickets. This ensures that high-priority tickets 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.

Global Wealth Holdings also leverages Deskhero's knowledge base feature. They upload their policies, manuals, and presentations, which are then converted into knowledge base articles using AI. These articles are used to provide quick and accurate responses to common queries, further improving customer satisfaction.

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

Finally, Global Wealth Holdings 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 improve the efficiency of customer support?
Deskhero's AI improves efficiency by suggesting replies based on previous tickets and knowledge base articles, automatically categorizing tickets, and enhancing search results with the most relevant and current information.

How does Deskhero keep the knowledge base up-to-date?
Deskhero uses a website scraping feature to gather the latest information from your website. This data is then used to update the knowledge base and enhance reply suggestions and search results.

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.