AI Assistant for Seamless Multi-Mode Customer Interaction

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Solution Overview

Problem

Existing customer interaction systems lack the ability to seamlessly transition between different communication modes, leading to discontinuity and inefficiency, as agents often need to manually manage multiple processes and lack access to previous interaction information, resulting in frustration for customers and missed contextual insights.

Innovation Solution

An artificially intelligent assistant that monitors interactions across multiple communication modes, analyzes data, and generates assistive actions, including switching communication modes, to provide agents with contextual suggestions and improve customer satisfaction by leveraging information from previous interactions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If agents manually manage multiple communication modes separately, then each communication mode can be handled with dedicated tools, but the system complexity increases and interaction efficiency decreases

Engineering Contradiction:
Improveease of operationVSAvoidsystem complexity
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

The patent merges multiple communication mode management functions into a single AI assistant that can handle phone, email, chat, and other communication channels through one unified interface. The AI assistant consolidates what would otherwise require separate manual processes and tools, reducing system complexity while maintaining ease of operation.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The AI assistant is designed as a universal system that performs multiple functions across different communication modes. It can initiate actions, retrieve information, and manage interactions across phone, email, chat, and other channels through a single multi-functional platform, eliminating the need for mode-specific manual management.

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

2Productivity

If each customer interaction is treated as an individual event, then the interaction process is simple and straightforward, but contextual information from previous interactions is lost

Engineering Contradiction:
Improveinteraction efficiencyVSAvoidcontextual information
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The AI assistant performs preliminary actions by retrieving and analyzing information from previous customer interactions before the current interaction begins. This allows the system to have contextual information ready in advance, enabling more efficient and informed current interactions without losing historical context.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements feedback loops where information from current interactions is captured and stored, then fed back into the system to inform future interactions. This creates a continuous cycle where contextual information accumulates and improves subsequent interaction efficiency, resolving the trade-off between simple processing and information retention.

Inventive Principle:
Principle #23Feedback

3Loss of information

If the AI assistant monitors and analyzes all interaction data, then contextual insights are improved, but the processing time and computational resources increase

Engineering Contradiction:
Improvecontextual insightsVSAvoidprocessing time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The AI assistant extracts only the most relevant contextual information from interaction data rather than processing all data equally. It identifies and extracts key insights, customer preferences, and important interaction patterns while filtering out redundant information, thereby maintaining comprehensive contextual understanding with reduced processing time.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system applies partial action by focusing analysis on specific critical aspects of interactions rather than uniformly analyzing all data. It performs deep analysis only where needed based on interaction context, such as when detecting customer sentiment shifts or identifying escalation opportunities, thereby optimizing the balance between insight quality and processing efficiency.

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS11758046B1AI assistant for interacting with customers across multiple communication modes
Publication Date: 2023.09.12 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US11758046B1 patent drawing
  • US11758046B1 patent drawing
  • US11758046B1 patent drawing

AI summary

A system and method for assisting with interactions between agents and customers using an artificially intelligent assistant is disclosed. The artificially intelligent assistant monitors interactions between agents and customers and identifies assistive actions to be taken that increase efficiency of the interaction as well as customer satisfaction. The artificially intelligent agent can also identify new communication modes appropriate for assistive actions, allowing agents to seamlessly communicate with customers over a wide range of different communication modes, such as phone calls, texts, emails and other messaging applications.