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How Greystone saves 20 minutes per employee and day with "Dot the bot"
Industry
Real estate
Markets
U.S.
Use cases
Internal support
Smarter self-service for every employee
Greystone is a leading U.S. firm specializing in real estate financing and investment, providing loans, capital, and advisory services across multifamily, healthcare, and affordable housing segments.
Greystone already had an internal chatbot, but it lacked real AI capabilities and couldn’t connect to their TOPdesk knowledge base, which meant employees often had to search manually or contact IT directly. The team wanted a smarter, integrated solution that actually helped employees get answers faster.
Make self-service and daily routines like clock-ins faster and easier for every employee.
“We have a lot of knowledge articles and access forms in TOPdesk, so it was crucial for us to find a solution that integrates well with TOPdesk and makes that existing knowledge easier to access for our employees.”
"Dot the Bot"
Together with Ebbot, Greystone built and launched their internal AI agent “Dot” in November 2024. Dot lives both on the company intranet (“The Square”), built on SharePoint, and in the TOPdesk self-service portal, giving employees a single access point for support and information.
By connecting to both TOPdesk and SharePoint, Dot can instantly guide users to the right forms, articles, and HR resources — whether they’re looking for IT help, company policies, or benefits information. The AI uses verified content from these systems to provide accurate, up-to-date answers in real time.
Another key feature is the UKG integration, which allows employees to clock in and out directly through the bot. With SSO authentication, there’s no need for extra logins, making Dot a natural part of the daily workflow.
“Clocking in and out takes several minutes if done via our HR portal – with Dot, it takes seconds."
A smoother support journey
Time saved every day
Automating the clock-in and clock-out process saves employees several minutes each time, adding up to around 20 minutes per day per person.
Smarter self-service
Employees can now get answers instantly through conversational search, with the AI Agent pulling directly from verified knowledge in TOPdesk and SharePoint.
4.9 employee satisfaction
Dot maintains a 4.9/5 satisfaction score (CSAT), thanks to quick responses, reliable answers, and a smooth user experience.
Seamless escalation
When human help is preferred, employees can switch to live chat with one click — keeping Greystone’s personal support experience intact.
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