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Herramientas, empresas

Cómo usa YNAB Forethought

70%

“Since then, it has consistently deflected over 70% of tickets, a 45% improvement over their legacy chatbot.”

Tal como se publicó en forethought.ai. Capturado por usedby el 5 oct 2026.

Qué pasó

YNAB uses Forethought's Solve Agent to automatically resolve customer inquiries over chat and email, replacing a legacy rule-based chatbot. It also uses Assist Agent to support human agents in the helpdesk and Discover Agent to find gaps in its knowledge base.

Resumen escrito por usedby a partir de la página de origen, en inglés. Las cifras son de Forethought y de YNAB, no nuestras.

  • 3x“Compared to their previous chat solution, YNAB now sees 3x the volume through the widget.”
  • 12,000“We’re seeing triple the volume we used to get through the chat widget, about 12,000 conversations a month,” said Ben Imker, Senior Manager of Responsive Support at YNAB.”

Since then, it has consistently deflected over 70% of tickets, a 45% improvement over their legacy chatbot. Just as importantly, usage has skyrocketed. Compared to their previous chat solution, YNAB now sees 3x the volume through the widget.

De la página. forethought.ai, capturada el 5 oct 2026

We’re seeing triple the volume we used to get through the chat widget, about 12,000 conversations a month,” said Ben Imker, Senior Manager of Responsive Support at YNAB. “There hasn’t been a big design change or push to drive traffic there, so we can only assume people are using it more because it’s actually helping them.

Ben Imker, Senior Manager of Responsive Support, YNAB. Fuente, capturada el 5 oct 2026

Lo que dice la historia, y lo que verificamos

Comparamos la historia con su página en línea el 5 oct 2026.

  • La cifra: 70%VerificadoImpresa palabra por palabra en la página, cerca del nombre de YNAB.
  • El pasaje citado arribaVerificadoCopiado palabra por palabra de la página, cerca del nombre de YNAB.
  • YNAB usa ForethoughtVerificadoLínea de nivel Confirmado. Última verificación entre todas las fuentes: 5 oct 2026.
  • El resultado en síNo verificadoLo citamos; no lo medimos.

Misma empresa, misma herramienta o mismo sector.

+60%“Deflection now holds steady at +60% and it hasn’t dropped.”ActiveCampaign usa Forethought. Otro cliente de Forethought10 times“I’d estimate we’re at least 10 times more efficient during the planning process.”Bolt usa Pigment. Mismo sector: Fintech y Pagos3x“Accelerated inbound processing and pipelining by 3x”Bill usa Findem. Mismo sector: Fintech y Pagos