Callback Scheduling and Skill-Based Routing for Call Centers

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Solution Overview

Problem

Unsuccessful communication events, such as iterative callbacks and non-connects, severely hamper the effective utilization of call center resources and resource efficiency in digital communication contexts.

Innovation Solution

A system and method for automatic scheduling and routing of call data, including sending a scheduling calendar to a device, scheduling calls based on response time slots, and transmitting data using communication channels, with routing based on skills and resource availability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automatic scheduling and routing systems are implemented to manage callbacks, then resource efficiency and utilization are improved, but system complexity increases

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

Solution Approach 1:

The system automatically schedules and routes calls without requiring manual intervention. The scheduling calendar sends time slot options to devices, automatically processes responses, and routes calls based on selected time slots and skill requirements, enabling the system to serve itself and improve resource utilization efficiency

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system receives feedback from devices selecting time slots and uses this information to automatically adjust scheduling and routing decisions. The feedback loop continues as the system monitors call outcomes and resource availability, continuously optimizing resource efficiency through adaptive decision-making

Inventive Principle:
Principle #23Feedback

2Device complexity

If manual call management is used, then system complexity is low, but resource utilization and productivity are reduced

Engineering Contradiction:
Improvesystem complexityVSAvoidresource utilization
Core Design Contradiction:
Device complexityVSProductivity

Solution Approach 1:

The patent replaces manual mechanical call management processes with an automated electronic system. The scheduling calendar and automatic routing mechanisms substitute for manual scheduling operations, enabling higher resource utilization through computer-based coordination and decision-making

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

3Ease of operation

If calls are routed without skill-based routing, then routing simplicity is maintained, but call handling effectiveness decreases

Engineering Contradiction:
Improverouting simplicityVSAvoidcall handling effectiveness
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The routing system applies different routing logic based on the specific requirements of each call and the skills of available devices. Time slots are highlighted or filtered based on skill availability, ensuring that calls are routed to appropriate resources while maintaining an intuitive user interface through localized customization rather than complex global routing rules

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS20250317516A1Systems and methods for managing callbacks
Publication Date: 2025.10.09 NICE LTD
  • US20250317516A1 patent drawing
  • US20250317516A1 patent drawing
  • US20250317516A1 patent drawing

AI summary

A system and method for automatic scheduling and routing of call data, including, e.g.: sending a scheduling calendar to a first device using a digital messaging channel, where the calendar comprises a plurality of time slots; scheduling an outbound call between the first device and a second device based on a response to the scheduling calendar, where the response comprises a selection of time slots; and transmitting data representing the outbound call using a voice communication channel and based on the scheduling of the outbound call. Some embodiments may include connecting or routing the call to an additional, third device—where the connecting may be based on skills or features required for the call. Time slots in the scheduling calendar may be highlighted based on an availability of resources associated with the relevant skill.