AI Troubleshooting Guides With User-Data Step Skipping

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Solution Overview

Problem

Customers face frustration with traditional troubleshooting guides that require irrelevant questions and steps, leading to inefficient technical support interactions.

Innovation Solution

An AI engine is employed to parse user inquiries, identify issue categories, and dynamically execute troubleshooting guides based on user data to streamline the troubleshooting process.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional troubleshooting guides with many steps are used, then comprehensive issue coverage is achieved, but customer frustration and interaction time increase

Engineering Contradiction:
Improveissue coverageVSAvoidinteraction time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by automatically collecting device data, account information, and application state before the customer even contacts support. This pre-gathering of information eliminates the need for customers to answer numerous preliminary questions during the interaction, reducing interaction time while maintaining comprehensive diagnostic capability.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system extracts and utilizes existing data from multiple sources (device telemetry, account information, application state) that is already available in the ecosystem. By taking out this pre-existing information and making it available to support agents, the system avoids redundant data collection steps while ensuring comprehensive issue coverage.

Inventive Principle:
Principle #2Taking out (Extraction)

2Reliability

If comprehensive troubleshooting steps are provided, then all potential issues are covered, but irrelevant questions frustrate customers

Engineering Contradiction:
Improvediagnostic accuracyVSAvoidcustomer experience
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The system applies local quality by providing different levels of information to different users based on their specific situations. Support agents receive comprehensive diagnostic data tailored to each customer's unique device state and issue, while customers only interact with the specific subset of questions relevant to their problem, not all possible troubleshooting steps.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system introduces an intermediary layer (the automated data collection and analysis system) between the comprehensive troubleshooting knowledge base and the customer. This intermediary filters and processes information, presenting only what is necessary to the customer while maintaining full diagnostic capability for the support agent.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Loss of information

If manual data collection from customers is performed, then complete information is obtained, but the process becomes more complex and time-consuming

Engineering Contradiction:
Improveinformation completenessVSAvoidsupport process complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system implements self-service by automatically collecting device data, account information, and application state without requiring manual input from customers. The device and system provide the necessary information themselves through automated telemetry and data retrieval, eliminating complex manual data collection processes while maintaining information completeness.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system merges multiple data collection functions into a single automated process. Instead of separately collecting device information, account details, and application state through multiple manual steps, the system combines these data sources and automatically aggregates them into a unified diagnostic profile.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS20250245094A1Enhanced tech support based on customer feedback
Publication Date: 2025.07.31 BANK OF AMERICA CORP
  • US20250245094A1 patent drawing
  • US20250245094A1 patent drawing
  • US20250245094A1 patent drawing

AI summary

Systems and methods are provided for troubleshooting a user inquiry using an artificial intelligence (“AI”) engine. The systems and methods may receive the user inquiry at the AI engine. The systems and methods may parse the user inquiry to identify an issue category. The systems and methods may retrieve a troubleshooting guide including a plurality of consecutive steps. The systems and methods may use the AI engine to associate each of the plurality of steps with one or more characteristics. The systems and methods may retrieve user data associated with the characteristics. The systems and methods may determine one or more of the plurality of consecutive steps to skip based on the retrieved user data. The systems and methods may execute the non-skipped consecutive steps. The systems and methods may determine a resolution to the issue.