Beta Financial Services: Streamlining Support with AI

Corporate Finance and Advisory Services - Beta Financial Services *1

Beta Financial Services: Streamlining Support with AI

Beta Financial Services deals with a high volume of customer queries daily. Managing these queries efficiently was a challenge until they started using Deskhero. The platform's ticket management system and kanban board allow them to track each query's progress and ensure timely responses.

Deskhero's advanced AI capabilities have greatly improved the quality of their responses. The AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to suggest relevant replies. This has reduced their response times and improved the accuracy of their responses.

The AI-enhanced comprehensive search bar has made finding relevant information a breeze for Beta Financial Services' support team. They can now quickly find past tickets, knowledge base articles, or policy documents, saving them valuable time.

Deskhero's REST API has allowed Beta Financial Services to integrate the platform with their existing systems, creating a seamless workflow. The custom fields and email domains feature have enabled them to personalize the platform to their needs.

By using Deskhero, Beta Financial Services has been able to improve their customer support efficiency and quality, leading to higher customer satisfaction.

 

How does Deskhero's AI suggest replies to customer queries?
Deskhero's AI uses OpenAI Embeddings from previous tickets, knowledge base articles, and uploaded files to suggest relevant replies to customer queries.

How does the comprehensive search bar work?
The search bar uses AI to quickly find relevant content from past tickets, knowledge base articles, and uploaded files.

Can Deskhero be integrated with existing systems?
Yes, Deskhero's REST API allows it to be integrated with existing systems.

 

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