Adaptive IVR Navigation Using Caller Profile Data

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Solution Overview

Problem

Existing IVR systems do not adapt navigation logic based on current and historical call data, leading to inefficient navigation for callers as the same logic is applied universally without consideration for individual or group preferences.

Innovation Solution

An IVR system identifies caller profiles using phone number, biometric data, and location, determining a preferred navigation menu based on current and historical call data to route calls more efficiently to target options, updating data in real-time to improve future interactions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the same navigation logic is used for all callers, then the system is simple and consistent, but the navigation efficiency and user experience deteriorate

Engineering Contradiction:
Improvenavigation efficiencyVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by gathering call data and identifying caller profiles before navigation occurs. Historical call data is collected and analyzed in advance to pre-determine preferred navigation menus for different caller segments, so that when a call comes in, the appropriate navigation logic is already prepared and can be immediately applied, improving navigation efficiency without requiring complex real-time analysis

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The navigation logic transitions from static and uniform to dynamic and adaptive. The system continuously updates navigation menus based on current call data and historical patterns, allowing the navigation path to dynamically adjust according to caller behavior, time of day, call type, and other variables. This dynamic approach improves efficiency while managing complexity through automated adaptation

Inventive Principle:
Principle #15Dynamics

2Productivity

If navigation logic is customized based on current and historical call data, then navigation efficiency improves, but system complexity increases

Engineering Contradiction:
Improvecall routing efficiencyVSAvoiddata processing complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system applies universal data processing mechanisms that handle multiple functions: collecting call data, identifying profiles, analyzing historical patterns, and generating navigation menus all through integrated automated processes. This multi-functionality approach improves routing efficiency while containing complexity by using general-purpose data processing frameworks rather than specialized complex algorithms for each function

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system performs self-service by automatically gathering and analyzing its own call data without external intervention. The automated profile identification and navigation menu generation processes operate autonomously, learning from historical data and continuously improving routing efficiency. This self-service capability reduces the need for manual system configuration and management, offsetting the complexity through automation

Inventive Principle:
Principle #25Self-service

3Measurement precision

If caller profiles are identified using multiple data sources, then personalization accuracy improves, but data processing time increases

Engineering Contradiction:
Improveprofile identification accuracyVSAvoidcall setup time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary profile identification using readily available data such as caller ID information before the full call is established. By gathering and processing identification data in advance and matching against stored profiles, the system achieves accurate personalization while minimizing the time required during the actual call setup, as the heavy lifting of profile matching is done proactively

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses partial profile identification data initially to provide immediate personalized navigation, then refines the profile accuracy over time as more call data becomes available. Rather than requiring complete and exhaustive data analysis before each call, the system uses sufficient partial information to achieve acceptable personalization accuracy quickly, improving call setup time while maintaining reasonable personalization quality

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS8369495B1Intelligent interactive voice response system
Publication Date: 2013.02.05 INTUIT INC
  • US8369495B1 patent drawing
  • US8369495B1 patent drawing
  • US8369495B1 patent drawing

AI summary

An interactive voice response system takes into account current and/or historical call data in determining navigation logic for a specific call.