AI-Driven Customer Support Automation for CustodianPlus

Trustee and Custodian Services for Pensions - CustodianPlus *1

AI-Driven Customer Support Automation for CustodianPlus

CustodianPlus receives a high volume of customer inquiries every day. To handle this, they use Deskhero's ticket management system and its advanced AI capabilities. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentations, and scraped website data to find relevant content.

This content is then sent through OpenAI's ChatGPT to generate suggested replies. This automation speeds up the response time and ensures that the responses are accurate and consistent, improving customer satisfaction.

The AI also enhances the search results on their customer support portal. When customers search for information, the AI uses the embeddings to provide the most relevant results. This has resulted in a significant reduction in the number of support tickets, as customers can find the information they need quickly and easily.

CustodianPlus also uses Deskhero's custom fields and user groups features to categorize their customers and provide personalized support. The AI capabilities help in identifying the common issues faced by each group and tailoring the responses accordingly.

Overall, Deskhero's advanced AI capabilities have enabled CustodianPlus to automate their customer support, improve efficiency, and increase customer satisfaction.

 

How does Deskhero's AI automate customer support?
Deskhero's AI uses OpenAI Embeddings from various sources to find relevant content for customer inquiries. This content is then used to generate suggested replies, automating the response process and improving efficiency.

How does the AI enhance search results on the customer support portal?
When customers search for information, the AI uses the embeddings to provide the most relevant results. This helps customers find the information they need quickly and easily, reducing the number of support tickets.

How does Deskhero help in providing personalized support?
Deskhero's custom fields and user groups features allow companies to categorize their customers. The AI capabilities help in identifying the common issues faced by each group and tailoring the responses accordingly.

 

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