What is Help-Desk.ai?

Help-Desk.ai is an AI chatbot builder platform for SaaS companies that lets you train the bot on your product data and embed a support widget so your users get instant answers.

How do I train the chatbot on my software documentation?

You can upload your product docs—PDF, TXT, DOC, DOCX—or paste text. You can also point it at your website so it ingests data from your support pages.

Can I control how the chatbot answers questions about my product and pricing?

Yes. You set the prompt, define a persona, specify guidelines, and control which data sources the bot uses (docs, website, internal FAQs).

Will the chatbot stay updated when my product changes?

Yes. You can refresh or re-upload documentation, update prompts, and retrain the bot so it stays current as your product evolves.

How do I add the chatbot to my SaaS app or website?

After training the bot in the dashboard, you’ll receive a widget integration code (JavaScript) to embed or install. That code launches the chat interface on your pages or app.

Can I customize the chat widget’s appearance?

Yes. You can configure colors, text, layout, and style to match your SaaS brand so the support feels native.

Is the chatbot able to answer subscription, account, and billing questions?

Yes. If you provide supporting documentation or guidelines, the bot can answer FAQs like plan features, pricing tiers, billing cycles, account upgrades, and cancellations.

Can I invite team members or support agents to manage the bot?

Yes. You can add users with roles (for example, editor, admin) so your support team or product team can update or manage the bot content.

How secure is my data and how is user privacy handled?

Help-Desk.ai stores your data securely. It uses your private documentation to train only your bot. It does not mix your data with others. You control access and retention according to your privacy standards.

How do I try Help-Desk.ai before committing?

There is a free option so you can test how well the bot answers your SaaS users’ questions before subscribing.

FinWise Case Study | Help-Desk.ai

About

FinWise Education is Ukraine’s leading online platform for financial literacy and investment training, dedicated to empowering individuals to achieve financial independence. Founded and led by Darina Sovenko, a Harvard-trained finance expert who manages over $650,000 in personal investments, FinWise has trained more than 3,500 students through its flagship “EASY START in Investments” program. The 22-28 day intensive course teaches beginners how to build profitable portfolios starting from as little as $50, covering stocks, bonds, funds, cryptocurrencies, real estate, and more. With an 84% completion rate, FinWise emphasizes practical, Harvard-inspired methodologies, AI-driven investment idea generation, and global accessibility, helping participants navigate economic turbulence and make informed decisions for long-term wealth growth.

Challenge

As FinWise scaled its operations and onboarded thousands of students across multiple program cohorts, the team faced growing challenges in managing support and internal processes. Manual handling of student inquiries—ranging from registration issues, tariff selection, payment errors, and course-related questions—required constant curator involvement, leading to response delays and overburdened staff. With daily chats and a “служба турботи” (care service) handling high volumes, efficiency suffered, especially for repetitive tasks like homework reviews, portfolio guidance, and tax queries. Data privacy concerns arose when experimenting with generic AI tools, and there was no seamless integration with internal tools like learning platforms, Zoom for Q&A, or community chats. Additionally, sharing best practices among curators and scaling personalized support for VIP/Personal tariff users became cumbersome, hindering the platform’s goal of maximizing student success and retention.

Solution

FinWise partnered with Help-Desk.ai to deploy a secure, AI-powered help desk platform that streamlines support and boosts productivity. Help-Desk.ai provides GDPR-compliant access to advanced language models, enabling FinWise employees and curators to handle queries efficiently while integrating with existing tools like Google Drive for document storage, Slack for team communication, and their learning platform for course materials. The platform’s assistant creator allows power users to build custom AI helpers for specific tasks, such as automated inquiry responses or investment query resolution. Prompt libraries facilitate sharing best practices, and seamless SAML/SCIM integration simplifies user management and billing, ensuring data security without vendor lock-in.

Help-Desk.ai has transformed how we support our students, allowing us to focus on what matters most: building confident investors.

Darina Sovenko Founder & CEO, FinWise Education

FinWise Implementation

Source: FinWise Education

FinWise rolled out Help-Desk.ai in phases, starting with a pilot for curators and support teams. They integrated it with their community chats and learning platform, enabling AI assistants to pull from course notes, tables, and curated stock lists for instant responses. Custom assistants were created for high-volume tasks, such as guiding students through brokerage account setup or generating personalized portfolio rebalancing suggestions based on user data. Training sessions empowered employees to experiment with the tool, fostering an AI-literate culture. Within months, the platform handled integrations for Zoom Q&A recaps and Google Drive document searches, reducing manual effort and enhancing collaboration across the team.

Outcome

The adoption of Help-Desk.ai at FinWise has delivered impressive results, with an 75% employee adoption rate and over 15,000 AI interactions in the first quarter alone. Response times for student inquiries dropped from 15-30 minutes to under 2 minutes, saving an estimated 10,000 working hours annually. Costs for support tools were reduced by 40% compared to previous solutions, while student satisfaction improved due to faster, more accurate assistance.

Key use cases include:

Internal Knowledge Assistant: An AI helper that searches course materials in Google Drive and community chats to answer questions on topics like stock analysis, tax declarations, or crypto wallet setup, helping curators manage common inquiries efficiently.
Personalized Student Outreach: Custom assistants draft tailored emails or chat responses based on student history, learning style, and progress, improving engagement in VIP tariffs.
Homework and Portfolio Review Automation: AI streamlines feedback on tests and portfolios, freeing experts like Darina for high-level reviews and boosting the 84% completion rate.

With Help-Desk.ai, we’ve unlocked new levels of efficiency, turning repetitive tasks into opportunities for innovation and better student outcomes.

Aram Petrov Innovation Lead, FinWise Education

FinWise Case Study: Enhancing Educational Efficiency with Help-Desk.ai