AI-Powered Knowledge Base Management for BetaWealth

Mutual funds investment advice and management - BetaWealth *1

AI-Powered Knowledge Base Management for BetaWealth

BetaWealth has a vast knowledge base consisting of articles, policies, manuals, presentations, and website data. Managing this information and making it easily accessible to both the support team and the customers is a challenge that they address using Deskhero's AI capabilities.

With Deskhero, BetaWealth can generate knowledge base articles from Word, PowerPoint, PDF files, and even scrape data from their website. The AI system then uses OpenAI embeddings to analyze this data and find relevant content.

When a customer raises a query, the AI system suggests replies based on the analyzed data. This not only reduces the workload of the support team but also ensures that the customers receive accurate and consistent information.

BetaWealth also uses Deskhero's comprehensive search bar and REST API to make their knowledge base easily searchable. The AI system enhances the search results, providing more relevant and comprehensive information.

By leveraging Deskhero's AI capabilities, BetaWealth has been able to manage their knowledge base more efficiently, improve their customer support, and enhance their overall service quality.

 

How does Deskhero help BetaWealth manage their knowledge base?
Deskhero allows BetaWealth to generate knowledge base articles from various file types and website data. The AI system then analyzes this data to find relevant content and suggest replies to customer queries.

How does Deskhero's AI system 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 has Deskhero improved BetaWealth's customer support?
By suggesting replies based on analyzed data, Deskhero's AI system reduces the workload of the support team and ensures that customers receive accurate and consistent information.

 

* 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.