Improving Client Engagement and Knowledge Sharing with AI

Climate Change Consulting Services - GreenPath Advisors *1

Improving Client Engagement and Knowledge Sharing with AI

GreenPath Advisors uses Deskhero's advanced AI capabilities to enhance their client engagement. The AI leverages OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to generate suggested replies to client queries. This not only improves the speed and accuracy of their responses but also allows them to provide personalized service to their clients.

The firm also uses Deskhero's AI-enhanced comprehensive search bar to quickly find the information they need to answer client queries. This reduces the time taken to respond to clients and improves the overall client experience.

GreenPath Advisors has a vast amount of knowledge in the form of policies, manuals, presentations, and other documents. They use Deskhero to manage this knowledge effectively. The platform's AI capabilities allow it to generate knowledge base articles from these documents, making it easier for the firm to share this knowledge with their clients and team members.

With Deskhero's REST API, GreenPath Advisors has been able to integrate the platform with their existing systems. This allows them to automate various tasks, such as ticket management and user group management, improving their operational efficiency.

Overall, Deskhero's advanced AI capabilities have helped GreenPath Advisors improve their client engagement and knowledge sharing, leading to higher client satisfaction and improved operational efficiency.

 

How does Deskhero's AI improve client engagement?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to generate suggested replies to client queries. This improves the speed and accuracy of responses and allows for personalized service.

How does Deskhero help in knowledge sharing?
Deskhero can generate knowledge base articles from Word, PowerPoint, PDF files, and even scrape data from websites. This makes it easier to share knowledge with clients and team members.

Can Deskhero automate tasks?
Yes, with Deskhero's REST API, various tasks such as ticket management and user group management can be automated, improving operational efficiency.

 

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