Streamlining Client Support with AI-Powered Deskhero

Tax law advisory services - TaxGuardian Associates *1

Streamlining Client Support with AI-Powered Deskhero

TaxGuardian Associates receives numerous client inquiries daily, which vary from simple questions about tax law to complex queries about specific cases. Managing these inquiries was a challenge until they implemented Deskhero. Now, with Deskhero's advanced AI capabilities, they are able to automatically generate suggested replies to client inquiries by leveraging OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files like policies and manuals.

Deskhero's AI-powered ticket management system has significantly reduced the time it takes for TaxGuardian Associates to respond to client inquiries. The AI system analyzes the content of each ticket and suggests relevant responses based on previous similar cases. This not only speeds up the response time but also ensures the accuracy and consistency of the information provided to clients.

The AI capabilities of Deskhero also enhance the search results within the platform. When TaxGuardian Associates team members search for information to assist a client, the AI system uses OpenAI Embeddings to find the most relevant content from the knowledge base, previous tickets, and uploaded files. This saves significant time and effort for the team, allowing them to focus more on providing excellent client service.

TaxGuardian Associates also benefits from Deskhero's custom fields and user groups features. They can customize the data fields in their tickets to capture specific information about each inquiry, and they can organize their team into user groups based on their areas of expertise. This further streamlines the process of managing and responding to client inquiries.

Overall, Deskhero's advanced AI capabilities have transformed the way TaxGuardian Associates manages its client support services. They are now able to provide faster, more accurate responses to client inquiries, improving client satisfaction and freeing up their team to focus on more complex tasks.

 

How does Deskhero's AI system generate suggested replies?
Deskhero's AI system uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to analyze the content of each ticket and suggest relevant responses.

How does Deskhero's AI system enhance search results?
When you search for information within Deskhero, the AI system uses OpenAI Embeddings to find the most relevant content from the knowledge base, previous tickets, and uploaded files.

Can Deskhero's AI system handle complex inquiries?
Yes, Deskhero's AI system is capable of handling complex inquiries. It uses advanced AI algorithms to analyze the content of each ticket and find the most relevant information to assist in responding to the inquiry.

 

* This article provides an example of how a fictive company in the Tax law advisory services industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.