AI-Enhanced Customer Support for Alpha Mutual Funds

Mutual Funds and Hedge Funds - Alpha Mutual Funds *1

AI-Enhanced Customer Support for Alpha Mutual Funds

Alpha Mutual Funds, a leading investment company, was struggling with a high volume of customer inquiries and complaints. The company turned to Deskhero to streamline their customer support process and improve response times.

Deskhero's ticket management system allowed Alpha Mutual Funds to efficiently categorize and prioritize customer inquiries. The kanban board provided a visual representation of the workflow, enabling the team to track progress and identify bottlenecks.

Alpha Mutual Funds also leveraged Deskhero's advanced AI capabilities. The AI used OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data to find relevant content. This content was then sent through OpenAI's ChatGPT to generate suggested replies, significantly reducing response times.

The AI-enhanced search bar also improved the efficiency of the customer support team. It used the same OpenAI Embeddings to enhance search results, providing the team with relevant information at their fingertips.

Overall, Deskhero's advanced AI capabilities transformed Alpha Mutual Funds' customer support process, improving efficiency and customer satisfaction.

 

How did Deskhero's AI capabilities improve response times?
Deskhero's AI used OpenAI Embeddings from various data sources to find relevant content. This content was then sent through OpenAI's ChatGPT to generate suggested replies, significantly reducing the time taken to respond to customer inquiries.

How did the AI-enhanced search bar improve efficiency?
The AI-enhanced search bar used OpenAI Embeddings to enhance search results, providing the customer support team with relevant information at their fingertips. This reduced the time taken to find information, improving efficiency.

What other features of Deskhero did Alpha Mutual Funds use?
Alpha Mutual Funds used Deskhero's ticket management system and kanban board to streamline their customer support process. They also used the platform's knowledge base and custom fields.

 

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