Virtual Assistant Agent Routing for Confidential and Complex Queries

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Solution Overview

Problem

Current communication systems between automated digital assistants and live agents are inefficient, particularly in handling confidential information or complex issues requiring human intervention, and often require excessive processing time and memory management issues, leading to user inconvenience.

Innovation Solution

A multi-modal virtual assistant that processes user inputs through natural language understanding and processing, determines the best-suited live agent, and facilitates connection via various communication modes, including text and speech, while managing memory and reducing processing time through utterance learning and natural language techniques.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a virtual assistant is used to automate communication, then efficiency is improved, but the ability to handle confidential information and complex issues requiring human intervention deteriorates

Engineering Contradiction:
Improvecommunication efficiencyVSAvoidability to handle confidential information
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The virtual assistant serves as an intermediary that automatically routes communications to appropriate live agents. It analyzes user inputs, determines the nature of the issue, and connects users with suitable human agents for confidential or complex matters, while handling routine queries automatically. This mediator approach maintains efficiency by automating the routing process while ensuring reliability through human intervention when needed.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The communication system is segmented into different handling paths: routine queries are processed automatically by the virtual assistant, while confidential or complex issues are automatically routed to live agents. This segmentation allows the system to maintain high efficiency for simple tasks while ensuring appropriate human involvement for sensitive matters, resolving the contradiction between automation efficiency and reliable handling of confidential information.

Inventive Principle:
Principle #1Segmentation

2Reliability

If the virtual assistant determines the best-suited live agent, then the quality of assistance is improved, but the processing time increases

Engineering Contradiction:
Improvequality of assistanceVSAvoidprocessing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-categorizing issues and pre-identifying suitable agents based on issue types. When a user contacts the virtual assistant, the system has already prepared agent profiles and categorization frameworks, allowing it to quickly match users with appropriate agents without extensive real-time analysis, thus maintaining both quality of assistance and minimizing processing time.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses feedback mechanisms where past interaction data is analyzed to improve agent matching accuracy over time. By learning from previous successful connections and user outcomes, the virtual assistant refines its agent selection process, becoming faster and more accurate at identifying the best-suited agents without increasing processing time.

Inventive Principle:
Principle #23Feedback

3Ease of operation

If multiple modes of communication are provided, then user convenience is improved, but system complexity increases

Engineering Contradiction:
Improveuser convenienceVSAvoidsystem complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The virtual assistant is designed with multi-functionality to handle multiple communication modes (text, voice, chat) through a unified system architecture. Rather than implementing separate systems for each mode, the virtual assistant processes all input types through common natural language understanding and routing logic, providing user convenience across multiple channels while avoiding the complexity of maintaining separate communication systems.

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

Data Source

PatentUS20260088026A1Optimized virtual assistant for connecting a user to a live agent
Publication Date: 2026.03.26 TRUIST BANK
  • US20260088026A1 patent drawing
  • US20260088026A1 patent drawing
  • US20260088026A1 patent drawing

AI summary

A system is provided that can provide a virtual assistant that can receive inputs from a user and can provide responses to the user. For example, the system may provide the virtual assistant, where an interaction between the virtual assistant and a user is displayed in a chat window on a multi-modal user interface. The system may then determine an agent that is best suited to assist the user based on the inputs and determine an amount of time for connecting the live agent and the user. Moreover, the system may compare the amount of time to a threshold time. An amount of time longer than the threshold time may cause the virtual assistant to provide courses of action to the user. Additionally, the system may connect the user and the live agent.