Systems and methods relating to predicting and preventing high agent turnover in contact centers
A machine learning model in contact centers predicts agent turnover by analyzing employment and interaction data, enabling proactive interventions to address high turnover rates and enhance workforce stability.
Patent Information
- Application Number
- JP2023514863
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- Priority Date
- 2021-09-02
- Filing Date
- 2021-09-02
- Publication Date
- 2025-08-21
- Estimated Expiration
- 2041-09-02
AI Technical Summary
Contact centers face high agent turnover rates, which are costly and disruptive due to the time and resources required for recruitment and training new agents, with supervisors struggling to monitor individual agent satisfaction effectively.
A computer-implemented method using a machine learning-based turnover model that analyzes agent employment, interaction, and adherence data to predict high turnover risk, generating alerts for supervisors when a threshold is met, and providing agent journey visualizations to inform corrective actions.
The method effectively identifies agents at risk of turnover, allowing timely interventions to reduce attrition, optimizing workforce stability and reducing operational costs by improving retention.
Smart Images

Figure 0007727716000001 
Figure 0007727716000002 
Figure 0007727716000003
Abstract
Description
[Technical Field]
[0001] (CROSS-REFERENCE TO RELATED APPLICATIONS) This application claims the benefit of U.S. Provisional Patent Application No. 63 / 074,035, entitled "SYSTEMS AND METHODS RELATING TO PREDICTING AND PREVENTING HIGH RATES OF AGENT ATTRITION IN CONTACT CENTERS," filed with the U.S. Patent and Trademark Office on September 3, 2020, and is related to U.S. Patent Application No. 17 / 465,119, entitled "SYSTEMS AND METHODS RELATING TO PREDICTING AND PREVENTING HIGH RATES OF AGENT ATTRITION IN CONTACT CENTERS," filed with the U.S. Patent and Trademark Office on September 2, 2021. [Background technology]
[0002] The present invention relates generally to telecommunications systems in the field of customer relationship management, including call or contact centers and customer assistance via internet-based service options. More particularly, but not exclusively, the present invention relates to systems and methods for automating aspects of contact center operations and customer experience, including customer service provided through applications running on mobile computing devices that provide post-purchase support to customers. The present invention further relates to predicting agent attrition in contact centers. Summary of the Invention
[0003] The present invention includes a computer-implemented method related to predicting turnover rates for agents employed at a contact center, the method including the steps of providing a turnover model, the turnover model being a machine learning model trained according to a training dataset of corresponding inputs and outputs, the training of the turnover model including learned patterns in the inputs indicative of values for the outputs, the inputs including one or more data types of agent employment data, one or more data types of agent interaction data, and one or more data types of agent adherence data, and the output including a turnover rate for the agent; measuring and recording agent journey data for a first agent currently employed at the contact center, the agent journey data describing aspects related to the first agent's employment at the contact center and including data types corresponding in type to the data types of the inputs of the turnover model; and using the turnover model to predict a current turnover rate for the first agent by providing values for inputs to the turnover model from applicable current values taken from corresponding data types of the first agent's agent journey data, and calculating a current turnover rate for the first agent as an output of the turnover model given the provided inputs; determining whether the calculated current turnover rate for the first agent satisfies a threshold turnover rate, wherein meeting the threshold turnover rate indicates that the first agent has a high turnover risk; and in response to determining that the first agent has a high turnover risk, automatically generating and transmitting, to a computing device associated with a second employee of the contact center, an alert communication notifying the second employee that the first agent has a high turnover risk.
[0004] These and other features of the present application will become more apparent from a consideration of the following detailed description of exemplary embodiments taken in conjunction with the drawings and the appended claims. [Brief explanation of the drawings]
[0005] A more complete understanding of the present invention will be more readily apparent as the invention becomes better understood by reference to the following detailed description when considered in conjunction with the accompanying drawings, in which like reference characters indicate like elements and in which: [Figure 1] 1 shows a schematic block diagram of a computing device according to an exemplary embodiment of the present invention and / or on which an exemplary embodiment of the present invention may be enabled or practiced. [Figure 2] 1 shows a schematic block diagram of a communications infrastructure or contact center according to an exemplary embodiment of the present invention and / or in which an exemplary embodiment of the present invention may be enabled or implemented; [Figure 3] FIG. 10 is a schematic diagram of an exemplary agent turnover module in accordance with an exemplary embodiment of the present invention. [Figure 4] 1 is an agent journey visualization in accordance with an exemplary embodiment of the present invention. [Figure 5] 1 is a method for providing agent attrition prediction according to an exemplary embodiment of the present invention. DETAILED DESCRIPTION OF THE INVENTION
[0006] For the purposes of promoting an understanding of the principles of the present invention, reference will now be made to exemplary embodiments illustrated in the drawings and specific language will be used to describe the same. However, it will be apparent to those skilled in the art that the detailed materials provided in the examples may not be required to practice the invention. In other instances, well-known materials or methods have not been described in detail to avoid obscuring the invention. Additionally, further modifications in the examples provided or applications of the principles of the present invention as presented herein are contemplated as would normally occur to one skilled in the art.
[0007] As used herein, language designating non-limiting examples and illustrations includes "eg," "ie," "for example," "for instance," and the like. Furthermore, throughout this specification, references to "an embodiment," "one embodiment," "the present embodiment," "an exemplary embodiment," "a particular embodiment," and the like mean that a particular feature, structure, or characteristic described in connection with a given example may be included in at least one embodiment of the invention. Thus, appearances of the phrases "embodiment," "one embodiment," "the present embodiment," "an exemplary embodiment," "a particular embodiment," and the like do not necessarily refer to the same embodiment or example. Furthermore, particular features, structures, or characteristics may be combined in any suitable combinations and / or subcombinations in one or more embodiments or examples.
[0008] Those skilled in the art will recognize from this disclosure that various embodiments may be computer-implemented using many different types of data processing equipment, and that embodiments may be implemented as an apparatus, a method, or a computer program product. Accordingly, exemplary embodiments may take the form of an entirely hardware embodiment, an entirely software embodiment, or an embodiment combining software and hardware aspects. Exemplary embodiments may also take the form of a computer program product embodied by computer-usable program code in any tangible medium of expression. In either case, exemplary embodiments may be generally referred to as a "module," a "system," or a "method."
[0009] The flowcharts and block diagrams provided in the figures illustrate the architecture, functionality, and operation of possible implementations of systems, methods, and computer program products according to exemplary embodiments of the present invention. In this regard, it will be understood that each block of the flowcharts and / or block diagrams, or a combination of blocks thereof, may represent a module, segment, or portion of program code having one or more executable instructions for implementing the specified logical function(s). Similarly, it will be understood that each block of the flowcharts and / or block diagrams, or a combination of blocks thereof, may be implemented by a dedicated hardware-based system or a combination of dedicated hardware and computer instructions that performs particular operations or functions. Such computer program instructions may also be stored in a computer-readable medium that can instruct a computer or other programmable data processing apparatus to function in a particular manner to generate an article of manufacture containing instructions that implement the functions or operations specified in each block of the flowcharts and / or block diagrams, or a combination of blocks thereof.
[0010] Computing Devices It will be appreciated that the systems and methods of the present invention may be computer-implemented using many different forms of data processing equipment, such as digital microprocessors and associated memory, executing appropriate software programs. By way of background, Figure 1 illustrates a schematic block diagram of an exemplary computing device 100 in accordance with and / or on which embodiments of the present invention may be enabled or practiced. It should be understood that Figure 1 is provided as a non-limiting example.
[0011] Computing device 100 may be implemented, for example, via firmware (e.g., an application-specific integrated circuit), hardware, or a combination of software, firmware, and hardware. It will be understood that each of the servers, controllers, switches, gateways, engines, and / or modules (which may collectively be referred to as servers or modules) in the following figures may be implemented via one or more of computing devices 100. As an example, various servers may be processes running on one or more processors of one or more computing devices 100, which may execute computer program instructions and interact with other systems or modules to perform various functions described herein. Unless otherwise limited, functionality described in the context of multiple computing devices may be integrated into a single computing device, or various functionality described in the context of a single computing device may be distributed across several computing devices. Furthermore, with respect to the computing systems described in the following figures, such as the contact center system 200 of FIG. 2, the various servers and computer devices thereof may be located on a local computing device 100 (i.e., on-site or in the same physical location as the contact center agents), a remote computing device 100 (i.e., off-site or in a cloud computing environment, e.g., in a remote data center connected to the contact center via a network), or some combination thereof.Functionality provided by servers located on off-site computing devices may be accessed and provided via a virtual private network (VPN) as if such servers were on-site, or functionality may be provided using software as a service (SaaS) accessed over the internet using various protocols, such as by exchanging data via extensible markup language (XML), JSON, etc.
[0012] As shown in the illustrated embodiment, computing device 100 may include a central processing unit (CPU) or processor 105 and main memory 110. Computing device 100 may also include a storage device 115, a removable media interface 120, a network interface 125, an I / O controller 130, and one or more input / output (I / O) devices 135, which, as shown, may include a display device 135A, a keyboard 135B, and a pointing device 135C. Computing device 100 may further include additional elements, such as a memory port 140, a bridge 145, an I / O port, one or more additional input / output devices 135D, 135E, 135F, and a cache memory 150 in communication with processor 105.
[0013] Processor 105 may be any logic circuit that responds to and processes instructions fetched from main memory 110. For example, process 105 may be implemented by an integrated circuit, such as a microprocessor, microcontroller, or graphics processing unit, or in a field programmable gate array or application-specific integrated circuit. As shown, processor 105 may communicate directly with cache memory 150 via a secondary bus or backside bus. Cache memory 150 typically has a faster response time than main memory 110. Main memory 110 may be one or more memory chips capable of storing data and allowing the stored data to be directly accessed by central processing unit 105. Storage device 115 may provide storage for an operating system and other software that controls scheduling tasks and access to system resources. Unless otherwise limited, computing device 100 may include an operating system and software capable of performing the functionality described herein.
[0014] As shown in the illustrated embodiment, computing device 100 may include a wide variety of I / O devices 135, one or more of which may be connected via I / O controller 130. Input devices may include, for example, a keyboard 135B and a pointing device 135C, such as a mouse or optical pen. Output devices may include, for example, a video display device, speakers, and a printer. I / O devices 135 and / or I / O controller 130 may include suitable hardware and / or software to enable the use of multiple display devices. Computing device 100 may also support one or more removable media interfaces 120, such as a disk drive, a USB port, or any other device suitable for reading data from or writing data to computer-readable media. More generally, I / O devices 135 may include any conventional device for performing the functions described herein.
[0015] Computing device 100 may be, but is not limited to, any workstation, desktop computer, laptop or notebook computer, server machine, virtual machine, mobile or smartphone, portable telecommunications device, media playback device, gaming system, mobile computing device, or any other type of computing, telecommunications, or media device capable of performing the operations and functions described herein.
[0016] Contact Center Referring now to Figure 2, a communications infrastructure or contact center system 200 according to an exemplary embodiment of the present invention and / or in which exemplary embodiments of the present invention may be enabled or implemented is shown. It should be understood that, as used herein, the term "contact center system" will refer to the system and / or components thereof shown in Figure 2, while the term "contact center" will be used more generally to refer to contact center systems, the customer service providers that operate these systems, and / or the organizations or businesses associated therewith. Thus, unless otherwise limited, the term "contact center" will generally refer to contact center systems (e.g., contact center system 200), associated customer service providers (e.g., a particular customer service provider that provides customer service through contact center system 200), and the organizations or businesses on behalf of which customer service is provided.
[0017] By way of background, customer service providers generally provide many types of services through contact centers. Such contact centers may be staffed with employees or customer service agents (or simply “agents”), who serve as an interface between a company, enterprise, government agency, or organization (hereinafter interchangeably referred to as an “organization” or “enterprise”) and people, such as users, individuals, or customers (hereinafter interchangeably referred to as “individuals” or “customers”). For example, contact center agents may assist customers in making purchasing decisions, placing orders, or resolving issues related to products or services already received. Within a contact center, such interactions between contact center agents and external entities or customers may occur over a variety of communication channels, such as via voice (e.g., telephone calls or voice over IP, i.e., VoIP calls), video (e.g., video conferencing), text (e.g., email and text chat), screen sharing, co-browsing, etc.
[0018] Operationally, contact centers generally strive to provide high-quality service to customers while minimizing costs. For example, one way contact centers operate is to handle all customer interactions with live agents. While this approach may be entirely successful from a service quality perspective, it would likely be prohibitively expensive due to the high cost of agent labor. For this reason, most contact centers utilize some level of automated processes, such as interactive voice response (IVR) systems, interactive media response (IMR) systems, Internet robots, or "bots," and automated chat modules, or "chatbots," in place of live agents. In many cases, this has proven to be a successful strategy, as automated processes can be highly efficient at handling certain types of interactions and effective in reducing the need for live agents. Such automation allows contact centers to target the use of human agents to more difficult customer interactions, while the automated processes handle more repetitive or routine tasks. Furthermore, automated processes can be structured in a way that optimizes efficiency and promotes repeatability. Although human agents, i.e., live agents, may forget to answer certain questions or follow up on certain details, such errors are typically avoided through the use of automated processes. While customer service providers increasingly rely on automated processes to interact with customers, the use of such technologies by customers remains far less developed. Thus, on the contact center side of the interaction, IVR systems, IMR systems, and / or bots are used to automate parts of the interaction, while actions on the customer side remain manually performed by the customer.
[0019] With specific reference to FIG. 2 , the contact center system 200 may be used by a customer service provider to provide various types of services to customers. For example, the contact center system 200 may be used to participate in and manage interactions in which automated processes (or bots) or human agents communicate with customers. As will be appreciated, the contact center system 200 may be an in-house facility of a business or enterprise for performing sales and customer service functions related to products and services available through the enterprise. In another aspect, the contact center system 200 may be operated by a third-party service provider contracted to provide services on behalf of another organization. Furthermore, the contact center system 200 may be deployed on equipment dedicated to the enterprise or third-party service provider and / or in a remote computing environment, such as, for example, a private or public cloud environment with infrastructure to support multiple contact centers for multiple enterprises. The contact center system 200 may include software applications or programs that may be executed on-premise, remotely, or some combination thereof. Furthermore, it should be understood that various components of the contact center system 200 may be distributed across various geographic locations and not necessarily contained in a single location or computing environment.
[0020] Furthermore, unless specifically limited otherwise, it should be understood that any of the computing elements of the present invention may be implemented within a cloud-based or cloud computing environment. As used herein, "cloud computing," or simply "cloud," is defined as a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services) that can be rapidly provisioned through virtualization, released with minimal management effort or service provider interaction, and then scaled appropriately. Cloud computing can consist of a variety of characteristics (e.g., on-demand self-service, wide area network access, resource pooling, rapid elasticity, scalable service, etc.), service models (e.g., Software as a Service ("SaaS"), Platform as a Service ("PaaS"), Infrastructure as a Service ("IaaS")), and deployment models (e.g., private cloud, community cloud, public cloud, etc.). Cloud execution models, often referred to as "serverless architectures," generally involve a service provider dynamically managing the allocation and provisioning of remote servers to achieve desired functions.
[0021] According to the illustrated embodiment of FIG. 2 , the components or modules of contact center 200 include a plurality of customer devices 205A, 205B, 205C, a communications network (or simply “network”) 210, a switch / media gateway 212, a call controller 214, an interactive media response (IMR) server 216, a routing server 218, a storage device 220, a statistics (or “stat”) server 226, a plurality of agent devices 230A, 230B, 230C each including a workbin 232A, 232B, 232C, a multimedia / social media server 234, a knowledge management server 236 coupled to a knowledge system 238, a chat server 240, a web server 242, an interaction (or “iXn”) server 244, and a universal contact server 246. 2, or any of the following figures, may be implemented via a type of computing device such as computing device 100 of FIG. 1. As will be appreciated, contact center system 200 generally manages resources (e.g., personnel, computers, telecommunications equipment, etc.) to enable delivery of services via telephone, email, chat, or other communications mechanisms. Such services may vary depending on the type of contact center and may include, for example, customer service, help desk functions, emergency response, telemarketing, order taking, etc.
[0022] Customers desiring to receive service from the contact center system 200 may initiate inbound communications (e.g., phone calls, emails, chats, etc.) to the contact center system 200 via customer devices 205. While FIG. 2 shows three such customer devices, namely, customer devices 205A, 205B, and 205C, it should be understood that any number may be present. The customer devices 205 may be communication devices such as, for example, telephones, smartphones, computers, tablets, or laptops. According to the functionality described herein, customers may generally use the customer devices 205 to initiate, manage, and conduct communications with the contact center system 200, such as telephone calls, emails, chats, text messages, web browsing sessions, and other multimedia transactions.
[0023] Inbound and outbound communications to customer device 205 may typically traverse a network 210, the nature of which depends on the type of customer device and mode of communication being used. By way of example, network 210 may include a telephone, cellular, and / or data service communications network. Network 210 may be a private or public switched telephone network (PSTN), a local area network (LAN), a private wide area network (WAN), and / or a public WAN such as the Internet.
[0024] With regard to the switch / media gateway 212, it may be coupled to the network 210 to receive and transmit telephone calls between customers and the contact center system 200. The switch / media gateway 212 may include a telephone switch or a communication switch configured to function as a central switch for agent-level routing within the center. The switch may be a hardware switching system or may be implemented via software. For example, the switch 215 may include an automatic call distributor, a private branch exchange (PBX), an IP-based software switch, and / or any other switch having dedicated hardware and software configured to receive Internet-sourced and / or telephone network-sourced interactions from a customer and route these interactions to, for example, one of the agent devices 230. Thus, in general, the switch / media gateway 212 establishes a connection between the customer device 205 and the agent device 230, thereby establishing a voice connection between the customer and the agent.
[0025] As further shown, the switch / media gateway 212 may be coupled to a call controller 214 that serves, for example, as an adapter or interface between the switch and other routing, monitoring, and communication processing components of the contact center system 200. The call controller 214 may be configured to process PSTN calls, VoIP calls, etc. For example, the call controller 214 may include computer-telephone integration (CTI) software for interfacing with the switch / media gateway and other components. The call controller 214 may include a session initiation protocol (SIP) server for processing SIP calls. The call controller 214 may also extract data about incoming interactions, such as the customer's phone number, IP address, or email address, and then communicate this with other contact center components when processing the interaction.
[0026] Regarding the interactive media response (IMR) server 216, it can be configured to enable self-help or virtual assistant functionality. Specifically, the IMR server 216 can be similar to an interactive voice response (IVR) server, except that the IMR server 216 is not limited to voice and can cover various media channels. In an example illustrating voice, the IMR server 216 can be configured with an IMR script to query a customer about their needs. For example, a bank contact center may tell a customer via an IMR script to "press 1" if they want to retrieve their account balance. Through ongoing interaction with the IMR server 216, the customer can receive service without having to speak with an agent. The IMR server 216 can also be configured to verify the reason the customer is contacting the contact center so that the communication can be routed to the appropriate resource.
[0027] With respect to the routing server 218, it may function to route incoming interactions. For example, once it is determined that an inbound communication should be handled by a human agent, functionality within the routing server 218 may select the most appropriate agent and route the communication to that agent. This agent selection may be based on which available agent is best suited to handle the communication. More specifically, the selection of the appropriate agent may be based on a routing strategy or algorithm implemented by the routing server 218. In doing so, the routing server 218 may query data related to the incoming interaction, such as data related to the particular customer, available agents, and type of interaction, which may be stored in a particular database, as described more below. Once an agent is selected, the routing server 218 may interact with the call controller 214 to route (i.e., connect) the incoming interaction to a corresponding agent device 230. As part of this connection, information about the customer may be provided to the selected agent via their agent device 230. This information is intended to enhance the service the agent can provide to the customer.
[0028] With respect to data storage, contact center system 200 may include one or more mass storage devices, generally represented by storage device 220, for storing data in one or more databases related to the contact center's functions. For example, storage device 220 may store customer data maintained in customer database 222. Such customer data may include customer profiles, contact information, service level agreements (SLAs), and interaction history (e.g., details of previous interactions with particular customers, including the nature of the previous interactions, disposition data, wait times, handling times, and actions taken by the contact center to resolve the customer's issues). As another example, storage device 220 may store agent data in agent database 223. Agent data maintained by contact center system 200 may include agent availability and agent profiles, schedules, skills, handling times, etc. As another example, storage device 220 may store interaction data in interaction database 224. The interaction data may include data related to numerous past interactions between customers and the contact center. More generally, unless otherwise specified, it should be understood that storage device 220 may include databases and / or be configured to store data related to any of the types of information described herein, and that these databases and / or data may be accessible to other modules or servers of contact center system 200 in a manner that facilitates the functions described herein. For example, a server or module of contact center system 200 may query such a database to retrieve data stored therein or to transmit data thereto for storage. Storage device 220 may take the form of, for example, any conventional storage medium and may be housed locally or operated from a remote location.
[0029] With respect to stat server 226, it may be configured to record and aggregate data related to the performance and operational aspects of contact center system 200. Such information may be compiled by stat server 226 and made available to other servers and modules, such as reporting server 248, which may then use the data to generate reports used to manage operational aspects of the contact center and perform automated actions in accordance with the functionality described herein. Such data may relate to the status of contact center resources, such as average wait times, abandon rates, agent occupancy, and others as may be required by the functionality described herein.
[0030] The agent devices 230 of the contact center 200 may be communication devices configured to interact with the various components and modules of the contact center system 200 in a manner that facilitates the functionality described herein. For example, the agent devices 230 may include telephones adapted for regular telephone calls or VoIP calls. The agent devices 230 may further include computing devices configured to communicate with the servers of the contact center system 200, perform data processing associated with operations, and interface with customers via voice, chat, email, and other multimedia communication mechanisms in accordance with the functionality described herein. While FIG. 2 shows three such agent devices, namely, agent devices 230A, 230B, and 230C, it should be understood that any number may be present.
[0031] With respect to the multimedia / social media server 234, it may be configured to facilitate media interactions (other than voice) with the customer device 205 and / or server 242. Such media interactions may relate to, for example, email, voicemail, chat, video, text messaging, web, social media, co-browsing, etc. The multimedia / social media server 234 may take the form of any IP router conventional in the art having dedicated hardware and software for receiving, processing, and forwarding multimedia events and communications.
[0032] With respect to knowledge management server 234, it may be configured to facilitate interactions between customers and knowledge system 238. Generally, knowledge system 238 may be a computer system capable of receiving questions, i.e., queries, and providing answers in response. Knowledge system 238 may be included as part of contact center system 200 or may be operated remotely by a third party. Knowledge system 238 may include an artificial intelligence computer system capable of answering questions posed in natural language by retrieving information from sources such as encyclopedias, dictionaries, newswire articles, literary works, or other documents submitted as references to knowledge system 238, as known in the art. As an example, knowledge system 238 may be embodied as IBM Watson or a similar system.
[0033] With respect to chat server 240, it may be configured to conduct, orchestrate, and manage electronic chat communications with customers. Generally, chat server 240 is configured to conduct and maintain chat conversations and generate chat transcripts. Such chat communications may be conducted by chat server 240 in a manner such that customers communicate with automated chatbots, human agents, or both. In an exemplary embodiment, chat server 240 may function as a chat orchestration server that dispatches chat conversations between chatbots and available human agents. In such cases, the processing logic of chat server 240 may be rule-driven to leverage intelligent workload distribution among available chat resources. Chat server 240 may also implement, manage, and facilitate user interfaces (UIs) associated with the chat functionality, including those generated on either customer device 205 or agent device 230. The chat server 240 may be configured to transfer chats between automated and human sources within a single chat session with a particular customer, for example, so that the chat session moves from a chatbot to a human agent or from a human agent to a chatbot. The chat server 240 may also be coupled to the knowledge management server 234 and the knowledge system 238 to receive suggestions and answers to inquiries posed by the customer during the chat, for example, so that links to related articles may be provided.
[0034] With respect to web server 242, such a server may be included to provide site hosts for various social interaction sites to which customers subscribe, such as Facebook, Twitter, and Instagram. While shown as part of contact center system 200, it should be understood that web server 242 may be provided by a third party and / or maintained remotely. Web server 242 may also host web pages for businesses or organizations supported by contact center system 200. For example, customers may browse web pages to receive information about a particular business's products and services. Within such business web pages, mechanisms may be provided for initiating interactions with contact center system 200, for example, via web chat, voice, or email. One example of such a mechanism is a widget that may be deployed on a web page or website hosted on web server 242. As used herein, a widget refers to a user interface component that performs a specific function. In some implementations, a widget may include a graphical user interface control that may be overlaid on a web page displayed to customers over the Internet. A widget may show information, such as in a window or text box, or include buttons or other controls that allow a user to access a particular function, such as sharing or opening a file or initiating a communication. In some implementations, a widget includes a user interface component with a portable portion of code that can be installed and executed within a separate web page without compilation. Some widgets may include corresponding or additional user interfaces and may be configured to access various local resources (e.g., calendar or contact information on the customer device) or remote resources over a network (e.g., instant messaging, email, or social networking updates).
[0035] With respect to the interaction (iXn) server 244, it may be configured to manage the contact center's deferrable activities and their routing to human agents for completion. As used herein, deferrable activities include back-office work that can be performed offline, such as responding to email, participating in training, and other activities that do not involve real-time communication with customers. As an example, the interaction (iXn) server 244 may be configured to interact with the routing server 218 to select an appropriate agent to handle each deferrable activity. Once assigned to a particular agent, the deferrable activity is pushed to the selected agent so that it appears on the selected agent's agent device 230. The deferrable activity may appear in the work bin 232 as a task for the selected agent to complete. The functionality of the work bin 232 may be implemented via any conventional data structure, such as, for example, a linked list, an array, or the like. Each of the agent devices 230 may include a work bin 232, with work bins 232A, 232B, and 232C maintained on the agent devices 230A, 230B, and 230C, respectively. As an example, the work bins 232 may be maintained in a buffer memory of the corresponding agent device 230.
[0036] With respect to universal contact server (UCS) 246, it may be configured to retrieve information stored in customer database 222 and / or transmit information thereto for storage. For example, UCS 246 may be utilized as part of a chat function to facilitate maintaining a history of how chats with particular customers were handled, which history may then be used as a reference for how future chat communications should be handled. More generally, UCS 246 may be configured to facilitate maintaining a history of customer preferences, such as preferred media channels and best times to contact. To do this, UCS 246 may be configured to identify data related to each customer's interaction history, such as, for example, data regarding comments from agents, customer communication history, etc. Each of these data types may then be stored in customer database 222 or other modules and retrieved as needed by the functionality described herein.
[0037] With respect to reporting server 248, it may be configured to generate reports from data compiled and aggregated by statistics server 226 or other sources. Such reports may include near-real-time or historical reports and may relate to the status of contact center resources and performance characteristics, such as average wait times, abandon rates, agent occupancy, etc. Reports may be generated automatically or in response to specific requests from requestors (e.g., agents, administrators, contact center applications, etc.). The reports may then be used to manage the operation of the contact center in accordance with the functionality described herein.
[0038] With respect to media services server 249, it may be configured to provide audio and / or video services to support contact center functions, such as IVR or IMR system prompts (e.g., playing audio files), music on hold, voicemail / single-party recording, multi-party recording (e.g., of audio and / or video calls), speech recognition, dual tone multi-frequency (DTMF) recognition, fax, audio and video transcoding, secure real-time transport protocol (SRTP), audio conferencing, video conferencing, coaching (e.g., support for a coach to eavesdrop on an interaction between a customer and an agent and for the coach to provide comments to an agent without the customer hearing the comments), call analysis, keyword spotting, and the like, according to the functionality described herein.
[0039] With respect to analytics module 250, it may be configured to provide a system and method for performing analytics on data received from multiple different data sources, as may be required by the functionality described herein. According to an exemplary embodiment, analytics module 250 may also generate, update, train, and modify predictors or models 252 based on collected data, such as, for example, customer data, agent data, and interaction data. Models 252 may include customer or agent behavioral models. Behavioral models may be used to predict, for example, customer or agent behavior in various situations, thereby enabling embodiments of the present invention to adjust interactions based on such predictions or allocate resources in preparation for predicted characteristics of future interactions, thereby improving overall contact center performance and customer experience. While analytics module 250 is shown as being part of a contact center, it will be understood that such behavioral models may also be implemented in customer systems (or, as used herein, the “customer side” of an interaction) and used to the benefit of the customer.
[0040] According to an example embodiment, analytics module 250 may have access to data stored in storage device 220, including customer database 222 and agent database 223. Analytics module 250 may also have access to interaction database 224, which stores data related to interactions and interaction content (e.g., transcripts of interactions and events detected therein), interaction metadata (e.g., customer identifier, agent identifier, interaction medium, interaction length, interaction start and end times, department, tagged categories), and application settings (e.g., interaction path through the contact center). Additionally, as discussed more below, analytics module 250 may be configured to search data stored in storage device 220 for use in developing and training algorithms and models 252, for example, by applying machine learning techniques.
[0041] One or more of the included models 252 may be configured to predict customer or agent behavior and / or aspects related to contact center operation and performance. Additionally, one or more of the models 252 may be used for natural language processing, including, for example, intent recognition. The models 252 may be developed based on 1) known first-principles equations describing the system, 2) data resulting in an empirical model, or 3) a combination of known first-principles equations and data. When developing models for use in the present embodiments, first-principles equations are often not available or easily derived, so building empirical models based on collected and stored data may generally be preferred. To adequately capture the relationships between manipulated / disturbance variables and controlled variables of a complex system, it may be preferable for the models 252 to be nonlinear. This is because nonlinear models may exhibit curvilinear relationships between manipulated / disturbance variables and controlled variables rather than the linear relationships common in complex systems such as those discussed herein. Given the aforementioned requirements, machine learning or neural network-based approaches are currently preferred embodiments for implementing the models 252. For example, neural networks can be developed based on empirical data using sophisticated regression algorithms.
[0042] Analysis module 250 may further include optimizer 254. As will be appreciated, an optimizer may be used to minimize a "cost function" to which a set of constraints are applied, where the cost function is a mathematical expression of a desired objective or system behavior. Because model 252 may be nonlinear, optimizer 254 may be a nonlinear programming optimizer. However, it is contemplated that the present invention may be implemented using a variety of different types of optimization approaches, individually or in combination, including, but not limited to, linear programming, quadratic programming, mixed-integer nonlinear programming, stochastic programming, global nonlinear programming, genetic algorithms, particle / swarm techniques, etc.
[0043] According to some demonstrative embodiments, model 252 and optimizer 254 may be used together in optimization system 255. For example, analytics module 250 may utilize optimization system 255 as part of an optimization process in which aspects of contact center performance and operations are optimized or at least enhanced. This may include, for example, aspects related to customer experience, agent experience, interaction routing, natural language processing, intent recognition, or other functionality related to automated processes.
[0044] With respect to the agent attrition module 260, this module may provide services for predicting and preventing agent attrition. As discussed in more detail below, the agent attrition module 260 accomplishes this by first maintaining and compiling an agent journey map for each agent that compiles career milestones, performance characteristics, anomalies, and other data describing the agent's employment with the contact center. This data is then analyzed via an agent attrition predictor to make predictions about when the agent may leave employment with the contact center.
[0045] Referring now to FIGS. 3-5, methods and systems related to predicting agent turnover in contact centers are discussed. By way of background, contact centers regularly lose agents and are constantly tasked with recruiting replacements to maintain sufficient numbers. In fact, most managers or supervisors at contact centers consider overcoming high agent turnover to be their primary challenge. Statistics support this, as contact centers generally have an average annual agent turnover rate of 30% to 45%. This high turnover rate is very costly due to the costly process of recruiting and training agents. Additionally, even after training, new agents take time to reach an effective performance level, which further impacts the level of customer service that a contact center can provide.
[0046] The reasons for this high turnover rate are many. Some of these include emotional disconnection from the workplace and culture, negative relationships with supervisors and coworkers, agents not being recognized for good work, lack of growth potential, and agents being undervalued. However, when a contact center has a large number of agents, it is nearly impossible for supervisors to closely monitor each agent for signs of dissatisfaction. What is needed is a process for identifying the gaps that arise between agents and the contact center, which are often the source of discord and the reason for high turnover rates.
[0047] With reference to FIG. 3 , the present disclosure proposes methods and systems for predicting agent attrition, including, for example, an agent attrition module 260. The agent attrition module 260, as schematically represented in FIG. 3 , may include several components, including an agent journey application or service (hereinafter, “agent journey service”) 262, an agent attrition predictor 264, an agent database 266, and a monitoring tool 268. The agent attrition module 260 accomplishes such attrition prediction by first maintaining and compiling, within the agent journey service 262, an agent journey map for each agent. The agent journey map is a detailed representation of the agent's employment in the contact center. As will be appreciated, the agent journey map created for each agent compiles career milestones, performance characteristics, and other data reflecting the agent's work with the contact center. This data is then analyzed via the agent attrition predictor 264 to predict an individualized attrition probability for the agent. As will be appreciated, when a certain turnover probability threshold is met (which indicates a high turnover risk for a given agent), the agent turnover module 260 may include functionality to alert a manager or supervisor so that corrective action can be taken to reduce the likelihood that the agent will leave their employment. The agent journey service 262 may include functionality to create an agent journey visualization 300, shown in FIG. 4. As discussed in more detail below, the agent journey visualization 300 is a timeline that efficiently communicates an agent's employment record and performance anomalies, e.g., performance anomalies that triggered a turnover alert to a supervisor.
[0048] An agent journey map maintained for an agent connects key points throughout the agent's job or employment to the contact center. The agent journey map is derived from a store of data related to the agent's employment. This store of data may be referred to as agent journey data. The agent journey visualization may be thought of as a visualization tool for understanding the agent journey data underlying the agent's employment. The agent journey visualization may be used to alert supervisors regarding an increased risk that a given agent will leave their employment with the contact center, while simultaneously efficiently presenting an overview of the agent's employment. Selected portions of the agent journey data may then serve as input to an agent attrition predictor to perform predictive analysis. As will be appreciated, this analysis may be performed in the background, and an alert may be sent to the supervisor when a specific high attrition risk is identified. Alternatively, one or more factors or anomalies may be identified that trigger predictive analysis regarding attrition. In certain cases, when an alert is sent regarding a high attrition risk for a target agent, the predictive analytics triggered anomaly is also communicated to the supervisor (e.g., in the agent journey visualization provided to the supervisor as part of the alert), as the nature of the anomaly often provides guidance to the supervisor on the type of corrective action that may be successful in reducing the risk of losing the target agent.
[0049] As discussed above with respect to the functioning of an exemplary contact center (i.e., contact center 200), such operations collect many types of data in the course of normal operations. This data includes many types of information describing aspects of an agent's career, employment, and performance at the contact center. Yet, in conventional systems, this data is generally scattered and distributed across different databases, preventing the contact center from properly aggregating and analyzing this data and thus missing the opportunity to see underlying patterns that can be used to predict agent attrition. The agent journey map compiled by the agent journey service 262 of the present invention aggregates available agent data, adds specific data components to it, and determines combinations of data that are highly predictive with respect to agent attrition. In this way, a clearer picture emerges regarding the current status of an agent's employment with the contact center. As can be appreciated, this greater clarity can be used to make predictions about agent attrition.
[0050] According to an exemplary embodiment, agent database 264 stores agent data used by agent journey services 262 to create and maintain an agent journey map and corresponding agent journey data for a given agent. The types of agent data stored for these purposes can be divided into the following categories: agent employment data, agent interaction data, and agent adherence data. Each of these data categories is discussed in more detail herein.
[0051] With respect to agent employment data, it will be understood that contact centers periodically collect and maintain employment data about agents in an agent database system that includes multiple data types. The agent attrition module 260 may interface with such databases and periodically collect certain types of information or data types to build and maintain aspects of the agent journey map and agent journey data. The agent employment data used by the agent attrition module 260 to build one of the agent journey maps may include what are referred to herein as static and dynamic data types of employment data. With respect to static employment data, this type of data includes employment information that rarely or never changes. According to an exemplary embodiment, data types collected for static employment data may include hire date, gender, years of previous work experience, number of previous companies, years with each previous company, marital status, home address, commute distance to work, education level and background, date of termination, and reason for termination. As the name suggests, dynamic employment data includes data types that change periodically, or at least more frequently than the types listed above. This type of data changes periodically, for example, monthly, quarterly, semi-annually, etc. For example, salary increases over the past three years will have varying data values over the years. According to an exemplary embodiment, data types collected for dynamic employment data may include monthly salary, changes in work department and associated dates, awards and recognition received and associated dates, salary increases (e.g., by percentage) and associated dates, bonuses received and associated dates, promotions received and associated dates, overtime pay received and associated dates, years with current supervisor, amount of time in the same position, certification or rating-related information, training received or training classes attended and associated dates, age, job moves and associated dates, and changes in employment status (i.e., full-time or part-time and associated dates). Of course, the above employment data is subject to availability, and if not available, the agent turnover module 260 may derive the data from available data.
[0052] With respect to agent interaction data, this category of data relates to data regarding agent behavior and actions within the context of customer interactions. This data includes contact center-based agent conversations, performance, customer surveys and feedback, and behavioral information captured from interactions, i.e., customer interactions, which may include voice, phone, video conferencing, text messaging, chat, email, etc. Such agent interaction data reveals much about how agents have behaved during interactions in the past and how that behavior has changed, which has been found to correlate with agent attrition.According to an example embodiment, the agent interaction data may include interactions handled per given time period, the type of communication channel used for the interactions, the resolution of the first contact, interactions left unanswered per given time period (i.e., interactions in which an agent was alerted to an incoming interaction but failed to respond), interactions accepted per given time period, the amount of time a customer was put on hold during an interaction, the percentage of interactions in which a customer was put on hold, interaction handle time (i.e., the amount of time it took to handle the interaction, including active talking, on hold, after-work, etc.), the frequency of interactions transferred to other contact center resources (e.g., transfer to another agent or administrator or chatbot), and the frequency of consultations during an interaction (e.g., consultations with other agents or administrators during an interaction). the agent's interaction with the customer (i.e., consultation with the customer), the frequency of blind consultation interactions, the time spent on post-interaction work (i.e., the time taken to complete necessary work after the conversation with the customer ended and / or the time until the agent accepted another interaction), the frequency of silence during the interaction (i.e., how much of the talking portion of the interaction consisted of silence), the frequency of talkover instances in the interaction (i.e., the number of times in the interaction when the agent and customer talked over each other), a customer sentiment rating about the interaction (which may include an automated score that rates customer sentiment about the interaction based on natural language analysis of what the customer said during the interaction), a customer feedback score (i.e., a satisfaction rating provided by the customer after the interaction ended), the frequency of successful outcomes for the interaction, and the frequency of sales made. All of the above interaction data may be collected and scored in a variety of ways, including aggregation, mean, average, minimum, maximum, weighted, sum, total, frequency, percentage, etc. Such scores may also be collected and aggregated over various time periods, such as over the course of a shift, hour, week, month, year, etc.Such data can then be monitored over successive periods for changes or trends. As will be appreciated, scores for each such data type can provide useful insight into a particular agent's performance and how that performance changes over the course of a day or month or year.
[0053] With respect to agent adherence data, this category of data refers to information related to how closely agents adhere to or comply with policies and procedures associated with their employment at the contact center. According to an exemplary embodiment, data types collected and maintained for this category may include the frequency and / or whether the frequency of breaks taken by an agent during a shift exceeds acceptable limits, the duration and / or whether the duration of breaks taken by an agent exceeds acceptable limits, the frequency of coaching hours, attendance records, hours worked per day, the frequency of policy or adherence violations, and an adherence score (indicating how closely an agent adhered to policies over a given period of time). As will be appreciated, the above data may be compiled and scored in a variety of different ways. As will be further appreciated, this type of data can provide insight into an agent's conscientiousness toward their employment, which has been found to be an important indicator of agent employment satisfaction. For example, if an agent takes more breaks than usual or works fewer hours per day for unknown issues and violations of known policies, the agent journey map will track this development as a negative trend and anomaly that will inform attrition predictions for that agent.
[0054] According to an exemplary embodiment, as part of the agent journey map, a personality model is created that models the agent's personality. The personality model may be based primarily on the behavior the agent exhibits when interacting with customers. The agent's behavior during interactions may be monitored early in the agent's employment to determine the agent's baseline personality, which can then be compared against later behavior. The personality model may be created in the following manner: First, the content of the interaction involving the agent may be analyzed, i.e., what the agent says, the words the agent uses, and the intended meaning. This analysis may include, for example, a speech-to-text transcription of the interaction, followed by natural language processing, intent analysis, keyword search, and other language processing techniques. Along with the content, the agent's voice may be monitored for sound characteristics indicative of emotional states, such as good mood, anger, stress, or sadness. Also, performance characteristics from the interaction may be monitored, such as characteristics that indicate whether the interaction had a successful resolution, such as customer problem resolution, sales execution, customer survey ratings, etc. A baseline agent personality model may be developed for each agent, and then changes in behavior may be tracked against this baseline.
[0055] More specifically, according to an exemplary embodiment, an agent personality model tracks changes to an agent's personality, mood, and behavior over time during an interaction. Instead of simply broadly rating an interaction as "good" or "bad" for the agent, the agent personality model can be built around a mood level assessment that scores the agent's mood level during the interaction. This can involve rating the agent along several characteristics during the interaction, scoring the agent for performance along a spectrum from unsatisfactory to satisfied, and then tracking how the average score for a given agent in each category changes over time. Such mood categories can include, for example, an assertiveness score, an empathy score, a patience score, an attentiveness score, etc. Once a baseline is established, the agent's mood during the interaction can continue to be monitored to determine whether a decline in mood is severe enough to be considered abnormal. For example, if the agent journey map notices that the agent is exhibiting a significant decrease in positivity and / or an increase in anger, stress, or negativity over an extended period of time, it may determine that the change in behavior constitutes an anomaly. As discussed more below, monitoring tools 268 may be provided to track changes and identify such anomalies based on how much change is exhibited and how long the change persists.
[0056] Due to an abnormal decline in performance and / or mood recorded for a given agent via the monitoring tool 268, the next step taken by the agent attrition module 260 may trigger the agent attrition predictor 264 to make an agent attrition prediction. As part of this, the likely cause of the anomaly and / or the likely attrition outcome may be provided. The agent attrition predictor 264, according to a preferred embodiment, may include a attrition model configured as a model, such as a machine learning model, trained from historical agent journey data, including, for example, employment data, interaction data, adherence data, and their relative changes over time corresponding to a given agent with known attrition outcomes. This is done to recognize certain patterns indicative of the likelihood that an agent will stay or leave the contact center, which can then be applied to currently employed agents. The attrition model may be constructed using various inputs found to have predictive relevance. These inputs may include the mood level ratings discussed above, as well as any of the other data types discussed herein. For example, the agent attrition model may include call transfer frequency, hold frequency, break time frequency, etc. Career milestones are also tracked as inputs, including length of employment, training provided to the agent, amount of previous experience, time since last promotion, time since last pay increase, time under current management, amount of overtime, etc. The model is trained according to these inputs and known past agent outputs, i.e., known agent attrition results.
[0057] Once the agent attrition model has been trained and the inputs to the model have been determined, a attrition prediction for the subject agent can be performed. To do this, input data values for the subject agent can be collected from data collected and maintained within agent journey services 262 and / or agent database 266. The collected data can then be provided as input to the attrition model, and a attrition prediction associated with the agent is calculated. The attrition prediction can be provided as a attrition probability (e.g., the chance of losing the agent due to attrition within a given time frame) or as a prediction as to how long the agent will remain employed with the contact center.
[0058] This prediction may be performed for a particular agent based on anomalies identified by the monitoring tool 268 within the agent journey map, which may be based on recent behavioral or mood data identified as anomalous given a baseline of behavior or mood for that agent. A supervisor may also be notified when such an anomaly is identified and asked whether the agent attrition predictor 264 should be used to provide a attrition prediction for the corresponding agent. Alternatively, the agent attrition prediction model may be run in the background for many agents simultaneously or periodically, updated with each new data from newly handled interactions and as other data about the agent becomes available. In such a case, the process may be run in the background so that a supervisor is notified only when a particular agent's prediction exceeds a threshold indicating a high attrition risk. As described above, such attrition predictions may be based on a set of data inputs selected from agent journey data maintained via the agent journey services 262 and / or the agent database 264.
[0059] Referring to FIG. 4, an example is shown of an agent journey visualization 300 related to an agent journey map in accordance with the present invention. As discussed, an agent journey map can be created and maintained for agents in a contact center. The agent journey visualization 300 can be provided in conjunction with the agent journey map so that the information in the agent journey map can be visually communicated in an efficient manner. As an example, the agent journey visualization 300 can be used as a supervisor dashboard or summary. According to an exemplary embodiment, the agent journey visualization 300 logically connects events pulled from an agent database and presents these events as a timeline, with events included as selected touchpoints between the agent and the contact center. In this way, a visual representation of each agent's journey map is presented in an easily comprehensible manner. For example, using the agent journey visualization 300, a supervisor can easily view each of the key events related to an agent's employment in one place. As shown, the agent journey visualization 300 can include hiring events such as when an agent is hired, when an agent changes teams, and when an agent receives a raise and recognition. Additionally, the agent journey visualization 300 of the agent journey map may include detected anomalies, for example, anomalies associated with agent mood may be shown as shown.
[0060] The agent journey map for an agent may be periodically updated to capture changing data, such as new employment data, interaction data, and / or adherence data. Such dynamic and evolving data, as well as other events and behaviors, may be captured by the agent journey map in a variety of ways. Agent employment data may change through a new pay raise or team change and therefore may not be able to be measured or validated against target values. Thus, such employment change data may be connected across a timeline. Agent interaction and adherence data may be capable of being measured against target values, and these inputs may generate new values for each shift worked by the agent. A determination as to whether any newly recorded data should be considered anomalous and / or significant enough to be included as an event for the agent journey or journey visualization may be made via monitoring tools 268 and one or more predetermined thresholds. For example, monitoring tools 268 may be configured to detect deviations, changes, or trends in the data and assess the degree or magnitude of the change. The determination as to whether a detected change or trend in the interaction and adherence data is considered an anomaly is then based on whether the applicable threshold is met, and if so, the anomaly may be included in the visualization and / or made part of an alert to a supervisor.
[0061] As described above, agent attrition prediction can be performed via a attrition model developed via machine learning. The machine learning model can be trained with a dataset of agent journey data. The agent journey data includes a set of data features from the three categories discussed above. Agent journey data of agents with known attrition outcomes provides the training dataset. In this manner, a dataset of employees leaving the contact center is used to identify patterns or trends that can be used to predict current agent attrition rates. According to an exemplary embodiment, the attrition model of the agent attrition predictor 264 is configured as a gradient-boosted decision tree regression-based algorithm. Such a gradient-boosting algorithm effectively applies multiple layers of regression across output values at each layer, which can result in more accurate prediction of the output target. As can be appreciated, this algorithm provides supervised machine learning that can model the relationship between data features and continuous target outputs. The model uses a regression task that outputs a quantitative value (e.g., the predicted number of years each agent will be employed at the contact center). The input for this model is agent journey data and / or an agent journey map, which can include a broad set of data types. In certain preferred embodiments, the data types selected as inputs are those that have been shown to be highly correlated with the output target values. The following data types have been found to provide such correlations: years of previous work experience, years in the same position, income, number of different companies previously worked for, and / or average time an agent has been with a previous employer. The output of the attrition model may be attrition probability, which may be expressed as the number of years an agent is likely to remain employed with a contact center. Studies have shown that the accuracy of models associated with this type of output is approximately + / - 4.5 months. In alternative embodiments, other regression-based algorithms may be used that are capable of plotting data features and predicting the relationship between those features and target values.
[0062] According to an example embodiment, the agent attrition module 260 may render attrition predictions (via the agent attrition predictor 264) for selected agents based on a predetermined periodicity, rotation, or schedule. In such cases, the agent journey map for the agents may be periodically updated with more current or new employment data, interaction data, and / or adherence data for each agent. The agent attrition predictor may then make attrition predictions that take the new data into account when such predictions are scheduled or due.
[0063] Alternatively, as illustrated in FIG. 3 , the agent attrition module 260 may employ a monitoring tool 268 that monitors for anomalies that then trigger the agent attrition predictor 264 to make a attrition prediction for the agent (i.e., the agent corresponding to the detected anomaly). In such a case, the monitoring tool 268 monitors agent journey data for each agent, specifically analyzing incoming data (e.g., incoming interaction data and adherence data to the agent journey service 262) to identify whether an anomaly is evident for any agent based on the presented data patterns. If the monitoring tool 268 detects a change in performance data that meets the conditions for being considered an anomaly, the agent journey service 262 is notified via an alert. The type of anomaly is identified along with the agent's identity. Upon receiving this alert, a attrition prediction is triggered for the agent attrition predictor 264. The agent attrition predictor 264 then provides the necessary data stored in the agent journey map and / or agent journey data as input to the trained attrition model, which then calculates an output or "predicted attrition rate," e.g., the predicted number of years an agent will remain with the contact center. Upon receiving the predicted attrition output from the agent attrition predictor 264, the agent journey service 262 may determine whether communication with a supervisor is warranted, for example, if the predicted attrition rate exceeds a threshold indicating a high attrition risk. If the threshold is exceeded, a communication may be sent to a supervisor informing them of this risk. As part of this communication, the agent journey service 262 may generate an agent journey visualization (such as the example agent journey visualization 300 of FIG. 4 ), as well as a predicted attrition rate for the agent. Provided with this communication, a supervisor can quickly review the agent's employment history and devise solutions to reduce the likelihood that the agent will terminate their employment with the contact center.For example, a supervisor can review an agent's career record (as provided in the agent journey visualization) to ensure that the agent has been treated fairly in past reviews and / or pay increases. Perhaps the supervisor may see that training the agent in a new area or moving the agent to a new department could increase the agent's job satisfaction with no or only a slight increase in costs to the contact center. In such cases, the supervisor may determine that it is advantageous to make a change to retain the agent instead of risking losing the agent in the near future.
[0064] 5, a method 350 according to a preferred embodiment is provided. The method 350 relates to predicting turnover rates for agents employed at a contact center.
[0065] At step 355, method 350 includes providing a attrition model, where the attrition model includes a machine learning model trained according to a training dataset of corresponding inputs and outputs. In particular embodiments, training the attrition model includes learning patterns in the inputs that indicate values for the outputs. The attrition model inputs may include multiple data types, including one or more data types including agent employment data, one or more data types including agent interaction data, and one or more data types including agent adherence data. The attrition model output may include a turnover rate for the agents. The training dataset may include corresponding inputs and outputs associated with each former agent at the contact center with known attrition outcomes. Furthermore, the attrition rate may be defined as a prediction of how long an agent will remain employed at the contact center.
[0066] At step 360, method 350 may include measuring and recording agent journey data for a first agent currently employed at the contact center. In particular embodiments, the agent journey data describes aspects related to the employment of the first agent at the contact center and includes data types that correspond in type to data types of the inputs of the attrition model.
[0067] In step 365, method 350 may include determining that a prediction of the first agent's current turnover rate is needed. As discussed, this determination may be made in different ways. In certain embodiments, determining that a prediction of the first agent's current turnover rate is needed may include detecting the occurrence of a trigger event. In certain embodiments, detecting the occurrence of the trigger event may include determining that a predetermined time has been reached when a prediction of the first agent's current turnover rate is scheduled. In alternative embodiments, detecting the occurrence of the trigger event may include monitoring the first agent's agent journey data via a monitoring tool, detecting from the monitoring a deviation between a recent trend in more recently measured and recorded values of one or more data types of the agent journey data and an established historical trend in less recently measured values of one or more data types of the agent journey data for the first agent, determining that the deviation is to a degree that meets a deviation threshold, and determining that the deviation comprises an anomaly in response to determining that the deviation meets the deviation threshold. In such cases, determining that the deviation constitutes an anomaly is the trigger event.
[0068] At step 370, method 350 may include using the attrition model to predict a current attrition rate for the first agent. This may be done by providing values for inputs to the attrition model from applicable current values taken from corresponding data types of the agent journey data for the first agent, and calculating a current attrition rate for the first agent as an output of the attrition model given the provided inputs.
[0069] In step 375, the method 350 may include determining whether the calculated current turnover rate of the first agent satisfies a threshold turnover rate, where meeting the threshold turnover rate indicates that the first agent has a high turnover risk.
[0070] At step 380, method 350 may include automatically generating and transmitting an alert communication to a computing device associated with a second employee of the contact center in response to determining that the first agent has a high attrition risk. In certain embodiments, the alert communication notifies the second employee that the first agent has a high attrition risk. In certain embodiments, the second employee is the first agent's supervisor. In certain embodiments, the alert communication may include an agent journey visualization. The agent journey visualization may include a graphically presented timeline including milestone dates of the first agent's employment at the contact center and identification of anomalies and when the anomalies occurred.
[0071] Other aspects of preferred embodiments of method 350 are now discussed. For example, in certain embodiments, agent employment data is defined as data relating to milestone dates for a given agent's employment at a contact center and the given agent's employment history prior to being hired by the contact center. In certain embodiments, one or more data types of agent employment data may include years of prior work experience, number of different companies worked for during those years of prior work experience, amount of salary increases and bonuses, dates of salary increases and bonuses, length of time with current management, length of time in current position, and length of time since last training session.
[0072] In certain embodiments, agent interaction data is defined as performance data for a given agent related to the given agent's handling of interactions with customers. In certain embodiments, one or more data types of agent interaction data may include the number of interactions handled per given period, the frequency of first contact resolutions, the amount of customer hold time during interactions, the frequency of interactions being transferred to another agent, the amount of time required to complete post-interaction work, the amount of silence that occurs during interactions, the frequency of talkover instances in interactions, customer sentiment ratings during interactions, and customer feedback scores.
[0073] In certain embodiments, agent adherence data is defined as data indicative of how closely a given agent adheres to contact center policies that define work schedules for agents at the contact center. In certain embodiments, one or more data types of agent adherence data may include an adherence score reflecting the extent to which the frequency of breaks taken by a first agent exceeds the allowed frequency of breaks mandated by the contact center, the extent to which the duration of breaks taken by the first agent exceeds the allowed duration of breaks as allowed by contact center policies, attendance records, amount of hours worked, and the frequency of policy violations committed in relation to contact center policies.
[0074] In an exemplary embodiment, one or more of the data types of the agent journey data may include selected data types selected based on building a personality model of the first agent. In such a case, the established historical trends may include the first agent's baseline personality model, and the recent trends may include recent deviations in behavior from the baseline personality model. In certain embodiments, the selected data types selected to build the personality model of the first agent may include a first data type in which natural language processing is used to analyze words used by the first agent in transcripts of interactions between the first agent and customers, a second data type in which sound characteristics of recordings of the first agent's voice during interactions with customers are analyzed for sound characteristics indicative of emotional states, and a third data type related to performance characteristics indicative of whether interactions handled by the first agent had successful resolutions. The selected data types selected to build the personality model may include a data type related to mood rating assessments of the first agent during interactions with customers. The data types associated with the mood rating assessment may include at least two of the following data types: an assertiveness score, an empathy score, a perseverance score, and an attentiveness score.
[0075] As will be understood by those skilled in the art, many of the various features and configurations described above in connection with certain exemplary embodiments can be further selectively applied to form other possible embodiments of the present invention. For the sake of brevity and in consideration of the capabilities of those skilled in the art, each possible iteration will not be provided or discussed in detail, but all combinations and possible embodiments encompassed by the following certain claims, or otherwise, are intended to be part of this application. Furthermore, from the above description of various exemplary embodiments of the present invention, those skilled in the art will recognize improvements, changes, and modifications. Such improvements, changes, and modifications within the skill of those skilled in the art are also intended to be covered by the appended claims. Furthermore, the above relates only to the described embodiments of the present application, and it will be apparent that numerous changes and modifications can be made herein without departing from the spirit and scope of the present application, as defined by the following claims and their equivalents.
Claims
1. 1. A computer-implemented method relating to predicting turnover rates for agents employed at a contact center, the computer-implemented method comprising: providing an attrition model, the attrition model comprising a machine learning model trained according to a training dataset of corresponding inputs and outputs, the training of the attrition model comprising learning patterns in the inputs that are indicative of values for the outputs; The input is: one or more data types including agent employment data; one or more data types containing agent interaction data; one or more data types including agent adherence data; providing the output, wherein the output includes a turnover rate for the agent; measuring and recording agent journey data for a first agent currently employed at the contact center, the agent journey data describing aspects related to employment of the first agent at the contact center and including data types that correspond in type to the data types of the inputs of the attrition model; determining that a prediction of the current turnover rate of the first agent is required; using the turnover model, providing values for the inputs to the attrition model from applicable current values taken from the corresponding data type of the agent journey data for the first agent; and using the provided input to predict the current turnover rate of the first agent by calculating the current turnover rate of the first agent as the output of the turnover model. determining whether the calculated current attrition rate of the first agent satisfies a threshold attrition rate, wherein satisfying the threshold attrition rate indicates that the first agent has a high attrition risk; and in response to determining that the first agent has a high attrition risk, automatically generating and transmitting an alert communication to a computing device associated with a second employee of the contact center, the alert communication notifying the second employee that the first agent has the high attrition risk; one or more of the data types of the agent journey data include selected data types selected based on building a personality model of the first agent; the established historical trends in the one or more less recently measured values of the data types of the agent journey data for the first agent include a baseline personality model for the first agent, and the recent trends in the one or more more recently measured and recorded values of the one or more data types of the agent journey data include recent deviations in behavior from the baseline personality model; the selected data types selected to construct the personality model include a data type related to a mood rating assessment of the first agent during an interaction with a customer; the data types associated with the mood rating assessment include at least two of the following data types: an assertiveness score, an empathy score, a perseverance score, and an attentiveness score; the agent employment data is defined as data relating to milestone dates of a given agent's employment at the contact center and the given agent's employment history prior to being employed by the contact center; the agent interaction data is defined as performance data of the given agent relating to the given agent's handling of interactions with customers; The computer-implemented method, wherein the agent adherence data is defined as data indicative of how closely the given agent adheres to the contact center policies that define work schedules for the agents at the contact center.
2. The method of claim 1 , wherein the current turnover rate includes a prediction of how long the first agent will remain employed with the contact center.
3. The step of determining that a prediction of the current turnover rate of the first agent is required comprises:
3. The method of claim 2, comprising determining that a predetermined time has been reached when the current turnover prediction for the first agent is scheduled.
4. The step of determining that the prediction of the current turnover rate of the first agent is necessary comprises: monitoring the agent journey data of the first agent via a monitoring tool; detecting a deviation between the recent trend and the established historical trend from the monitoring; determining that the deviation is such that the deviation meets a deviation threshold; 3. The method of claim 2, further comprising: determining that the deviation includes an anomaly in response to determining that the deviation satisfies the deviation threshold.
5. The selected data types selected to construct the personality model of the first agent include: a first data type in which natural language processing is used to analyze words used by the first agent in a transcript of an interaction between the first agent and a customer; a second data type in which sound characteristics of a recording of the first agent's voice during an interaction with a customer are analyzed for sound characteristics indicative of an emotional state; and a third data type related to a performance characteristic indicating whether an interaction handled by the first agent had a successful resolution.
6. the one or more data types of the agent employment data include at least one of: years of prior work experience, number of different companies worked for during prior work experience, amount of salary increases and bonuses, dates of salary increases and bonuses, length of employment with current management, length of time in current position, and length of time since last training session; the one or more data types of the agent interaction data include at least one of: a number of interactions handled per given time period; a frequency of first contact resolutions; an amount of customer hold time during an interaction; a frequency of interactions being transferred to another agent; an amount of time required to complete post-interaction work; an amount of silence occurring during an interaction; a frequency of talkover instances in an interaction; a customer sentiment rating during an interaction; and a customer feedback score; 5. The method of claim 4, wherein the one or more data types of the agent adherence data include at least one of: a degree to which a frequency of breaks taken by the first agent exceeds an allowed frequency of breaks mandated by the contact center; a degree to which a duration of breaks taken by the first agent exceeds an allowed duration of breaks as allowed by a policy of the contact center; attendance records; an amount of time worked; and an adherence score reflecting a frequency of policy violations committed in relation to a policy of the contact center.
7. The method of claim 6 , wherein the training data set includes the corresponding inputs and outputs associated with each former agent of the contact center having a known attrition outcome.
8. the alert communication includes an agent journey visualization; The agent journey visualization comprises: the milestone date of the employment of the first agent at the contact center; a graphically presented timeline including an identification of the anomaly and when the anomaly occurred; The method of claim 6 , wherein the second employee comprises a supervisor of the first agent.
9. 1. A system relating to predicting turnover rates for agents employed at a contact center, the system comprising: a processor; a memory storing instructions that, when executed by the processor, cause the processor to: providing an attrition model, the attrition model comprising a machine learning model trained according to a training dataset of corresponding inputs and outputs, the training of the attrition model comprising learning patterns in the inputs that are indicative of values for the outputs; The input is: one or more data types including agent employment data; one or more data types containing agent interaction data; one or more data types including agent adherence data; providing the output, wherein the output includes a turnover rate for the agent; measuring and recording agent journey data for a first agent currently employed at the contact center, the agent journey data describing aspects related to employment of the first agent at the contact center and including data types that correspond in type to the data types of the inputs of the attrition model; determining that a prediction of the current turnover rate of the first agent is required; using the turnover model, providing values for the inputs to the attrition model from applicable current values taken from the corresponding data type of the agent journey data for the first agent; and using the provided input to predict the current turnover rate of the first agent by calculating the current turnover rate of the first agent as the output of the turnover model. determining whether the calculated current attrition rate of the first agent satisfies a threshold attrition rate, wherein satisfying the threshold attrition rate indicates that the first agent has a high attrition risk; and in response to determining that the first agent has a high attrition risk, automatically generating and transmitting an alert communication to a computing device associated with a second employee of the contact center, the alert communication notifying the second employee that the first agent has the high attrition risk; the alert communication includes an agent journey visualization; The agent journey visualization comprises: a milestone date for the first agent's employment at the contact center; and a graphically presented timeline including an identification of an anomaly associated with the first agent and when the anomaly occurred; the agent employment data is defined as data relating to milestone dates of a given agent's employment at the contact center and the given agent's employment history prior to being employed by the contact center; the agent interaction data is defined as performance data of the given agent relating to the given agent's handling of interactions with customers; The agent adherence data is defined as data indicative of how closely the given agent adheres to the contact center policies that define a work schedule for the agent at the contact center.
10. the agent employment data is defined as data relating to the milestone dates of the employment of a given agent at the contact center and the employment history of the given agent prior to being employed by the contact center; the agent interaction data is defined as performance data of the given agent relating to the given agent's handling of interactions with customers; the agent adherence data is defined as data indicative of how closely the given agent adheres to the contact center policies that define a work schedule for the agent at the contact center; The system of claim 9 , wherein the current turnover rate includes a prediction of how long the first agent will remain employed with the contact center.
11. The step of determining that a prediction of the current turnover rate of the first agent is required comprises: monitoring the agent journey data of the first agent via a monitoring tool; Detecting from the monitoring a deviation between a recent trend in more recently measured and recorded values of one or more of the data types of the agent journey data and an established historical trend in less recently measured values of the one or more of the data types of the agent journey data for the first agent; determining that the deviation is such that the deviation meets a deviation threshold; and determining that the deviation includes an anomaly in response to determining that the deviation satisfies the deviation threshold.
12. the one or more of the data types of the agent journey data include selected data types selected based on building a personality model of the first agent; The selected data types selected to construct the personality model of the first agent include: a first data type in which natural language processing is used to analyze words used by the first agent in a transcript of an interaction between the first agent and a customer; a second data type in which sound characteristics of a recording of the first agent's voice during an interaction with a customer are analyzed for sound characteristics indicative of an emotional state; and a third data type related to a performance characteristic indicating whether an interaction handled by the first agent had a successful resolution.
13. the one or more data types of the agent employment data include at least one of: years of prior work experience, number of different companies worked for during prior work experience, amount of salary increases and bonuses, dates of salary increases and bonuses, length of employment with current management, length of time in current position, and length of time since last training session; the one or more data types of the agent interaction data include at least one of: a number of interactions handled per given time period; a frequency of first contact resolutions; an amount of customer hold time during an interaction; a frequency of interactions being transferred to another agent; an amount of time required to complete post-interaction work; an amount of silence occurring during an interaction; a frequency of talkover instances in an interaction; a customer sentiment rating during an interaction; and a customer feedback score; 12. The system of claim 11, wherein the one or more data types of the agent adherence data include at least one of: a degree to which a frequency of breaks taken by the first agent exceeds an allowed frequency of breaks mandated by the contact center; a degree to which a duration of breaks taken by the first agent exceeds an allowed duration of breaks as allowed by a policy of the contact center; attendance records; an amount of hours worked; and an adherence score reflecting a frequency of policy violations committed in relation to a policy of the contact center.
Citation Information
Patent Citations
Retention risk determiner
JP2016136380A
System and methods for processing information regarding relationships and interactions to assist in making organizational decisions
US20170236081A1
System and method to automatically monitor service level agreement compliance in call centers
US20190253558A1
Evaluation system and management system
WO2016079827A1