PreserveWealth Advisors handles a multitude of customer queries daily, ranging from simple questions about their services to complex inquiries about wealth preservation strategies. To manage this effectively, they implemented Deskhero, taking advantage of its advanced AI capabilities.
The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files like policies/manuals/presentation and scraped website data to understand the nature of customer queries. It then suggests replies based on this information, significantly reducing the time taken to respond to customer queries.
PreserveWealth has also utilized Deskhero's comprehensive search bar feature, enhanced by the AI capabilities. The AI understands the intent behind customer searches and provides more relevant results, improving the customer experience on their support portal.
By integrating Deskhero with their existing systems using the provided REST API, PreserveWealth has been able to create a unified platform for their customer support team. This has improved their efficiency and reduced the time taken to resolve customer queries.
Overall, Deskhero's advanced AI capabilities have enabled PreserveWealth Advisors to streamline their helpdesk operations, improve customer satisfaction, and reduce the workload on their customer support team.
How does Deskhero's AI suggest replies to customer queries?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, uploaded files and scraped website data to understand the nature of customer queries. It then suggests replies based on this information, significantly reducing the time taken to respond to customer queries.
How does Deskhero's AI enhance the search bar feature?
Deskhero's AI understands the intent behind customer searches and provides more relevant results. This improves the customer experience on the support portal as they can find the information they need quickly and easily.
Can Deskhero be integrated with other systems?
Yes, Deskhero provides a REST API that can be used to integrate the platform with other systems. This creates a unified platform for the customer support team, improving their efficiency.
* This article provides an example of how a fictive company in the Wealth Preservation Strategies industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
