Optimizing Customer Support with AI at StratFinAdvisors

Structured Finance Advisory Services - StratFinAdvisors *1

Optimizing Customer Support with AI at StratFinAdvisors

StratFinAdvisors handles a large number of client inquiries every day. They use Deskhero's ticket management system to effectively categorize, prioritize, and address these inquiries. The AI capabilities of Deskhero analyze the content of the tickets and suggest relevant replies based on previous tickets, knowledge base articles, and uploaded files like policies and manuals.

The firm also leverages Deskhero's knowledge base feature, which is powered by AI to generate articles from Word, PowerPoint, and PDF files. This has drastically reduced the time spent on manual data entry and has improved the accuracy of the information available to both the support team and the clients.

StratFinAdvisors benefits from Deskhero's website scraping feature. The AI scans their website for updates and automatically adds new information to the knowledge base. This ensures that the support team always has the most current information at their disposal.

Deskhero's comprehensive search bar, enhanced by AI, has been instrumental in improving the efficiency of StratFinAdvisors' support team. The AI uses OpenAI embeddings to find relevant content, making it easier for the team to find the information they need to resolve tickets quickly.

Finally, StratFinAdvisors uses Deskhero's REST API to integrate the platform with their existing systems. This seamless integration has made it easier for them to manage their customer support services and has improved their overall operational efficiency.

 

How does Deskhero's AI capabilities improve the efficiency of the ticket management system?
Deskhero's AI analyzes the content of the tickets and suggests relevant replies based on previous tickets, knowledge base articles, and uploaded files. This reduces the time spent on crafting responses and improves the efficiency of the ticket management system.

How does the AI-powered knowledge base improve the accuracy of information?
Deskhero's AI generates knowledge base articles from Word, PowerPoint, and PDF files. This eliminates the need for manual data entry and improves the accuracy of the information available.

What are the benefits of the AI-enhanced search bar?
The AI-enhanced search bar uses OpenAI embeddings to find relevant content, enabling the support team to find the information they need to resolve tickets swiftly.

 

* This article provides an example of how a fictive company in the Structured Finance Advisory Services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.