Call Routing System Using Agent Skill Matching

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Solution Overview

Problem

Call centers often handle customer service calls in a first-come, first-served manner, leading to inefficiencies as callers may wait for agents without the necessary skills, resulting in unresolved issues or repeated calls.

Innovation Solution

Implement a system that monitors and ranks customer service agents based on sales success metrics and skill sets, routing calls to top-ranked agents with the appropriate skills for specific service offerings, and identifying repeat calls to direct them to agents with relevant expertise.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If calls are handled in first-come, first-served order, then queue management is simple, but customer service quality deteriorates due to skill mismatches

Engineering Contradiction:
Improvequeue management simplicityVSAvoidcustomer service quality
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system changes the routing parameter from simple queue position to agent skill match score. Calls are routed based on calculated compatibility between customer needs and agent capabilities, transforming the routing decision from a temporal parameter (queue order) to a qualitative parameter (skill match), thereby resolving the contradiction between operational simplicity and service quality

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

An intelligent call routing system acts as an intermediary between incoming calls and customer service agents. This mediator analyzes call characteristics, matches them with appropriate agent skills, and routes calls accordingly, eliminating the direct first-come-first-served connection while maintaining system manageability through automated decision-making

Inventive Principle:
Principle #24Intermediary (Mediator)

2Loss of time

If calls are routed to next available agent, then response time is reduced, but issue resolution effectiveness deteriorates due to skill mismatches

Engineering Contradiction:
Improvecustomer wait timeVSAvoidissue resolution effectiveness
Core Design Contradiction:
Loss of timeVSReliability

Solution Approach 1:

The system performs preliminary actions by pre-categorizing calls based on customer needs and pre-identifying suitable agents before the actual call routing occurs. This advance preparation enables rapid matching without compromising service quality, as the routing decision is based on pre-analyzed compatibility rather than simple availability

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The routing criteria are changed from agent availability status to agent skill compatibility score. The system evaluates multiple parameters including agent expertise, language skills, and specialization to determine the best match, transforming the routing metric from a binary availability state to a multi-dimensional compatibility assessment

Inventive Principle:
Principle #35Parameter changes

3Reliability

If calls are transferred to different agents for skill matching, then service quality improves, but call handling complexity increases

Engineering Contradiction:
Improveservice qualityVSAvoidcall routing system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The call routing system performs self-service by automatically analyzing call characteristics, matching them with appropriate agents, and executing routing decisions without human intervention. This automation handles the complexity internally while presenting a simple interface to users, resolving the contradiction between service quality and system complexity

Inventive Principle:
Principle #25Self-service

4Ease of operation

If repeat calls are not identified, then system operation is simple, but customer satisfaction deteriorates due to unresolved issues

Engineering Contradiction:
Improvesystem operation simplicityVSAvoidcustomer satisfaction
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system implements feedback mechanisms by tracking call history, analyzing resolution outcomes, and using this information to improve future routing decisions. This feedback loop enables the system to learn from past interactions and proactively identify repeat calls, enhancing customer satisfaction while maintaining automated operation

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS7783029B2System and method of managing calls to a customer service call center
Publication Date: 2010.08.24 ZOOM COMMUNICATIONS INC
  • US7783029B2 patent drawing
  • US7783029B2 patent drawing
  • US7783029B2 patent drawing

AI summary

A method of managing calls at a call service center is disclosed and includes monitoring a plurality of calls that are received at the call service center. Further, the method includes monitoring service transactions that are handled by a plurality of customer service agents. The method also includes determining a sales success metric of each of the plurality of customer service agents for each of a plurality of services offerings and ranking the customer service agents in terms of the service success metric for each of the plurality of service offerings. Additionally, the method includes recording the customer service agent rankings for each of the service offerings.