Call Routing With Real-Time Sentiment Analysis and Manager Alerts

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Solution Overview

Problem

Conventional call routing systems fail to provide accurate insights into customer sentiment during calls, relying on ineffective customer surveys and random representative allocation, leading to skewed satisfaction metrics.

Innovation Solution

Implement a call routing system that analyzes real-time conversations using machine learning to determine sentiment scores, allowing for proactive management interventions based on sentiment analysis during calls.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If conventional call routing systems use random representative allocation and customer surveys, then call routing is simple, but customer sentiment measurement is inaccurate

Engineering Contradiction:
Improvecustomer sentiment measurement accuracyVSAvoidcall routing system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces manual customer surveys with an automated machine learning-based sentiment analysis system that processes call data automatically. This substitution eliminates the need for customers to complete surveys while providing continuous, objective sentiment measurements through automated text and voice analysis during and after calls.

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

Solution Approach 2:

The patent introduces machine learning models as intermediaries between the call routing system and sentiment measurement. These models analyze call transcripts, voice tones, and customer interactions to generate sentiment scores, serving as a mediator that translates raw call data into actionable sentiment insights without requiring direct customer input.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If machine learning sentiment analysis is implemented in real-time, then customer satisfaction measurement accuracy improves, but processing time and computational resources increase

Engineering Contradiction:
Improvesentiment analysis accuracyVSAvoidcall processing time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent performs sentiment analysis during the call itself rather than waiting for post-call processing. By analyzing customer sentiment in real-time as the call progresses, the system can provide immediate insights and alerts to representatives, eliminating the time delay associated with post-call survey completion and analysis.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements continuous sentiment analysis throughout the duration of the call, rather than conducting discrete measurements at specific intervals. This continuous monitoring provides uninterrupted sentiment data, allowing for dynamic adjustments and immediate intervention when negative sentiment is detected, maximizing the utility of the analysis throughout the entire call lifecycle.

Inventive Principle:
Principle #20Continuity of useful action

3Adaptability or versatility

If real-time sentiment analysis is performed during calls, then proactive management intervention is enabled, but system complexity and computational requirements increase

Engineering Contradiction:
Improvemanagement intervention capabilityVSAvoidsentiment analysis system complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent implements a feedback loop where sentiment analysis results are immediately communicated back to call representatives and management systems. Real-time sentiment scores and alerts are fed back to representatives during calls, enabling them to adjust their approach dynamically, while management receives aggregated sentiment data for proactive intervention and policy adjustments.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent enables the sentiment analysis system to automatically detect, analyze, and generate insights without requiring manual intervention. The machine learning models autonomously process call data, generate sentiment scores, and trigger alerts when necessary, reducing the need for complex manual analysis workflows and specialized personnel.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12568172B1Machine learning based call routing system
Publication Date: 2026.03.03 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US12568172B1 patent drawing
  • US12568172B1 patent drawing
  • US12568172B1 patent drawing

AI summary

Machine learning technology can analyze in real-time the data from a call between a person and a customer service representative. Based on this analysis, a server can determine a sentiment score that describes a sentiment expressed by the person or the customer service representative. If the server determines that the sentiment score is less than or equal to a pre-determined value, the server can inform the customer service representative's manager so that the manager can take further action to help the person and/or the customer service representative.