Customer Story
How Plannera trains staff and supports HR teams using AI chat
Full HR Team
Employee Coverage
Phone/Call Assist
Support Use Case
Non-native English
Queries Resolved
Challenge
Plannera needed a tool to help their staff efficiently support pension plan members over the phone—especially during the onboarding of new team members.
Solution
Wonderchat was deployed internally to assist HR and support reps in real time during live phone calls, offering instant access to relevant information.
Results
Support response times improved significantly. Onboarding became smoother, and non-native English speakers were able to access information more easily - reducing confusion and improving the quality of service. “We started using Wonderchat in the spring of 2023, and it’s been a very positive experience. Super easy to configure and rollout. We have our staff using it to support their work on the phone with pension plan members, and it’s been especially helpful as we train new team members. One added bonus that we did not anticipate – it has been very beneficial for staff where English is not their first language." - Jeremy Philips, CEO of Plannera Pensions & Benefits.
Plannera Pensions & Benefits (formerly PEBA) is a Canadian pension administrator managing one of the country's largest defined contribution plans.
Industry
Technology
Employees
150+
Use Case
HR Support Agent
40+ Languages
Starts at $0.02/message
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