Supercharge Experts with GenAI
Problem
Experts often have to spend a lot of time on tasks and workflows that AI can automate. This can limit their ability to focus on more strategic and high-value tasks requiring their expertise, reducing productivity and efficiency.
Solution
Automating these tasks can eliminate a significant amount of the expert's workload, freeing up their time and energy to focus on more complex and critical tasks. We will improve the quality and job satisfaction of our experts, and reduce the risk of errors and mistakes resulting from manual data entry and repetitive tasks.
Working in lock-step with other Sr. Leaders, I initiated with a clear vision, crafting an inspiring video to rally and align the organization in executing our strategy of augmenting experts with generative AI and workflow automation. This vision guided our roadmaps and set a standard for execution.
Automated daily summary
An AI-powered daily summary provides bookkeepers and tax experts with a valuable tool, saving time and ensuring they're well-prepared for the day. By consolidating critical information like deadlines and regulatory updates, it enhances efficiency and helps prevent oversights, enabling professionals to focus on their core tasks.
Digital expert on demand
Providing virtual tax experts, accountants, and bookkeepers with an on-demand digital expert offers significant value by streamlining their work and ensuring quick answers to questions and optimal next steps in complex scenarios. This tool enhances efficiency, boosts client satisfaction, and keeps professionals current in the dynamic tax and accounting field.
Generative call prep
Before connecting, the system generates a call prep summary. It considers the customer's query, context, and insights from advanced models, providing experts with valuable resources and tailored recommendations. This streamlines customer interaction, allowing experts to deliver prompt value.
Auto-summary and follow-ups
Automating post-call tasks, like auto-generated summaries and 1-click follow-up actions, adds substantial value. After each call, the system updates customer history, streamlines follow-up actions, and creates a concise call summary. This eliminates manual data entry, allowing experts to concentrate on customer assistance, enhancing efficiency, and ensuring well-documented, positive interactions.
We measure success by reducing service time and improving the expert and customer experiences.
30%+ reduction in CST
5%+ increase in expert retention
8pt+ increase in customer PRS