Customer support at scale
Delivering customer support for 10 million+ customers is a challenging task. And that too, when you focus on world-class CX.
Upstox is tackling the challenge of delivering world-class customer support by leveraging AI-driven solutions to provide real-time, context-aware assistance.
Creating a smarter platform
Upstox aims to transform customer support for its 10M+ users through its innovative AI-powered Trading Copilot. This Azure OpenAI powered Copilot is designed to provide instant, context-aware responses, minimizing delays and enhancing the overall user experience. With its ability to handle complex queries and guide users seamlessly through their trading and investment journey, the Copilot represents the next evolution in customer engagement.
Upstox expects a significant reduction in agent handovers, enabling its human support teams to focus on more intricate cases. Early indications show promise, with a projected 35% drop in escalations and an anticipated 900bps improvement in chat CSAT. This initiative highlights Upstox’s commitment to leveraging AI to re-imagine the customer experience, setting new benchmarks in the trading and investment industry.
Since launching its Trading Copilot, Upstox has seen a 35% reduction in agent handovers and a 900bps increase in chat CSAT.
Ravi Kumar
Co-founder & CEO
Upstox
By leveraging cutting-edge AI, Upstox envisions transforming operational efficiency and enhancing user satisfaction. This initiative reflects Upstox’s commitment to setting new standards in the trading and investment industry, empowering users with seamless, intelligent, and reliable support experiences.
35%
reduction in agent handovers
900bps
increase in chat CSAT
Upstox allows trading and investing in stocks, mutual funds, ETFs, bonds, IPOs and more.
More details at https://upstox.com
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