AI-Enhanced Customer Support for AlphaInvest

Mutual funds investment advice and management - AlphaInvest *1

AI-Enhanced Customer Support for AlphaInvest

AlphaInvest receives a large volume of customer queries daily, ranging from general investment advice to specific fund management questions. To manage these efficiently, they utilize Deskhero's advanced AI capabilities, which leverage OpenAI embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation, and scraped website data.

The AI system identifies patterns and commonalities in the queries, enabling it to suggest relevant responses to the support team. This not only speeds up the response time but also ensures consistency and accuracy in the information provided to the customers.

AlphaInvest also uses Deskhero's AI capabilities to enhance their search results. By analyzing the data from various sources, the AI system can provide more relevant and comprehensive search results, making it easier for both the support team and the customers to find the information they need.

Furthermore, AlphaInvest uses Deskhero's custom fields and structured data lists to categorize and organize their customer queries. This allows them to track and analyze the types of queries they receive, helping them to improve their services and customer satisfaction.

By using Deskhero, AlphaInvest has been able to significantly improve their customer support efficiency and quality, leading to higher customer satisfaction and retention rates.

 

How does Deskhero's AI system improve the response time?
Deskhero's AI system uses OpenAI embeddings to suggest relevant responses based on previous tickets and other data sources. This reduces the time the support team needs to formulate responses.

How does Deskhero enhance the search results?
Deskhero's AI system analyzes data from various sources to provide more relevant and comprehensive search results. This makes it easier to find the needed information.

How does AlphaInvest use Deskhero's custom fields and structured data lists?
AlphaInvest uses these features to categorize and organize their customer queries, allowing them to track and analyze the types of queries they receive.

 

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