Automated Call Routing for Agent Upskilling

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Solution Overview

Problem

Existing call center systems face challenges in efficiently retraining agents to perform additional types of work, as the current manual process is labor-intensive and relies heavily on supervisor monitoring, lacking an automated and data-driven approach to assess agent success and stress levels.

Innovation Solution

A method and apparatus that automatically direct a percentage of unskilled telecommunication calls to agents, measuring their success and stress levels through voice, textual, and physiological analysis, adjusting the percentage of unskilled calls based on predefined thresholds to optimize upskilling, and dynamically modifying the workload to ensure effective training.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual monitoring and goal setting by supervisors is used for agent retraining, then personalized training can be provided, but the process becomes labor-intensive and inefficient

Engineering Contradiction:
Improvetraining managementVSAvoidretraining efficiency
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The system enables agents to autonomously complete training tasks and demonstrate skill acquisition through automated assessments, eliminating the need for continuous supervisor monitoring. The automated call distribution system assigns training calls based on agent progress, allowing the system to self-manage the retraining process without manual intervention.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual monitoring process with an automated electronic system that uses software to track agent performance, assess skill levels, and dynamically assign training calls. This substitution transforms the labor-intensive manual process into an efficient automated system.

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

2Productivity

If automated call distribution is used to assign training calls, then training efficiency improves, but the system complexity increases

Engineering Contradiction:
Improvetraining efficiencyVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The existing automated call distribution system is extended to perform multiple functions: it not only routes customer service calls but also identifies training opportunities, assigns training calls, and tracks agent progress. This multi-functionality leverages the existing system infrastructure to reduce overall complexity while improving training efficiency.

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

Solution Approach 2:

The system incorporates automated feedback mechanisms that monitor agent performance on training calls and use this data to dynamically adjust future call assignments. This feedback loop enables the system to adapt to agent skill development without requiring complex manual intervention, maintaining efficiency while managing complexity.

Inventive Principle:
Principle #23Feedback

3Reliability

If continuous monitoring of agent stress levels is implemented, then agent well-being is protected, but measurement and analysis complexity increases

Engineering Contradiction:
Improveagent well-beingVSAvoidstress level measurement
Core Design Contradiction:
ReliabilityVSDifficulty of detecting and measuring

Solution Approach 1:

The patent replaces complex psychological stress assessment with automated voice analysis technology that detects stress indicators through speech patterns, tone, and other vocal characteristics. This substitution simplifies the measurement process while maintaining reliability in assessing agent well-being during training calls.

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

Data Source

PatentUS8498403B1Method and apparatus for managing training of call center agents
Publication Date: 2013.07.30 AVAYA INC
  • US8498403B1 patent drawing
  • US8498403B1 patent drawing
  • US8498403B1 patent drawing

AI summary

A method and apparatus trains agents in a call center by directing a plurality of telecommunication calls to an agent by a controller wherein a percentage of the telecommunication calls are unskilled telecommunication calls that the agent is unskilled at processing; calculating by the controller average success of the agent in handling all of the unskilled telecommunication calls; calculating by the controller average stress of the agent in handling all of the unskilled telecommunication calls; increasing the percentage of unskilled telecommunication calls by the controller upon average success being greater than a predefined level of success and the average stress being less than a predefined level of stress; and stopping after the percentage equals a predefined percentage.