Call Mapping Using Variance Algorithms for Contact Center Routing

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Solution Overview

Problem

Conventional contact center routing systems often rely on random or round-robin methods to connect callers with available agents, which can lead to inefficient matching and suboptimal customer service experiences, as they do not consider agent performance or caller propensity effectively.

Innovation Solution

A method that involves obtaining agent performance data, ranking agents, partitioning callers based on criteria, calculating outcome value difference indicators, and matching agents with callers to optimize the likelihood of successful interactions by assigning higher performing agents to callers with higher propensity for desired outcomes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If round-robin or random routing methods are used to connect callers with agents, then the routing process is simple and fast, but the matching efficiency and customer service quality deteriorate

Engineering Contradiction:
Improverouting speedVSAvoidmatching quality
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system performs preliminary actions by pre-calculating and storing agent performance metrics and caller propensity scores before routing occurs. This allows the routing system to make informed decisions without real-time computation delays, maintaining both speed and matching quality

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent replaces the mechanical round-robin routing mechanism with an intelligent algorithmic system that uses variance algorithms and distribution compensation. This substitution enables the system to consider multiple factors (agent performance, caller propensity, partition characteristics) while maintaining computational efficiency through optimized algorithms

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If agent performance data and caller propensity analysis are incorporated into routing decisions, then matching quality improves, but system complexity increases

Engineering Contradiction:
Improvematching qualityVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system segments callers into different partitions based on their propensity characteristics and segments agents into performance categories. This segmentation simplifies the routing decision by reducing the search space and enabling targeted matching strategies for different segments

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent transforms complex performance and propensity data into simplified parameters such as variance metrics and distribution characteristics. These transformed parameters enable efficient comparison and matching while capturing the essential information needed for high-quality routing decisions

Inventive Principle:
Principle #35Parameter changes

3Productivity

If high-performing agents are assigned to high-propensity callers, then desired outcomes (sales, satisfaction) increase, but the complexity of calculating outcome value differences increases

Engineering Contradiction:
Improvedesired outcome achievementVSAvoidcalculation complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system calculates outcome value differences selectively rather than for all possible agent-caller pairs. By focusing calculations only on relevant partitions and using approximation methods when appropriate, the system achieves high-quality matching without the full computational burden of exhaustive analysis

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS10992812B2Call mapping systems and methods using variance algorithm (VA) and/or distribution compensation
Publication Date: 2021.04.27 AFINITI AI LTD
  • US10992812B2 patent drawing
  • US10992812B2 patent drawing
  • US10992812B2 patent drawing

AI summary

Method, system and program product, comprising obtaining agent performance data; ranking, agents based the agent performance data; dividing agents into agent performance ranges; partitioning callers based on criteria into a set of partitions; determining for each partition an outcome value for a first agent performance range and a second agent performance range; calculating for the partitions a respective outcome value difference indicator based on the outcome value for the first agent performance range and the outcome value for the second agent performance range for the partition; matching a respective agent to a respective caller in one of the partitions, based on the outcome value difference indicators for the partitions.