Campaign Strategy Manager Dynamic Adaptation

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Solution Overview

Problem

Current systems for managing interactive communication campaigns lack flexibility and real-time adaptability, as they often require predefined strategies and do not effectively handle scenarios where recipients hang up on automated calls or are not receptive to certain communication channels.

Innovation Solution

The implementation of a campaign strategy manager (CSM) that allows for dynamic and static strategy definitions, enabling real-time adjustments based on attempt results, contact attributes, and response group data, along with the introduction of a 'dialer pass' that connects recipients directly to available agents without script interaction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If predefined campaign strategies are used, then system simplicity is maintained, but flexibility and real-time adaptability deteriorate

Engineering Contradiction:
Improvereal-time adaptabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system transitions from static predefined strategies to dynamic real-time strategy adjustment. The campaign strategy manager allows strategies to be modified during campaign execution based on real-time performance data, recipient responses, and changing conditions, enabling the system to adapt dynamically without requiring complete redesign

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system implements feedback loops where campaign performance data, recipient responses, and attempt results are continuously monitored and fed back to the campaign strategy manager. This feedback enables automatic or semi-automatic strategy adjustments in real-time, improving adaptability while maintaining manageable complexity through data-driven decision making

Inventive Principle:
Principle #23Feedback

2Productivity

If automated voice messages are used, then productivity is improved, but recipient engagement deteriorates when recipients hang up or are not receptive

Engineering Contradiction:
Improvecampaign throughputVSAvoidcommunication effectiveness
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system introduces an intelligent intermediary layer between automated voice messages and recipients. The campaign strategy manager acts as a mediator that monitors recipient responses in real-time and dynamically adjusts the communication approach, inserting human agents or alternative channels when automated messages fail to engage recipients effectively

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system dynamically changes communication parameters based on real-time recipient behavior. When recipients hang up or show disengagement, the system alters parameters such as communication channel (switching from voice to text/email), messaging frequency, timing, and content to improve engagement while maintaining productivity through automated parameter adjustment

Inventive Principle:
Principle #35Parameter changes

3Reliability

If direct agent connections are implemented, then recipient engagement is improved, but device complexity and operational complexity increase

Engineering Contradiction:
Improverecipient engagementVSAvoidsystem integration complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system implements self-service capabilities where the campaign strategy manager automatically manages agent routing and connection logic without requiring complex manual configuration. The system autonomously determines when and how to connect recipients to agents based on predefined rules and real-time conditions, reducing operational complexity while maintaining engagement quality

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS9866689B2Managing interactive communications campaigns with customer recovery
Publication Date: 2018.01.09 GENESYS CLOUD SERVICES INC
  • US9866689B2 patent drawing
  • US9866689B2 patent drawing
  • US9866689B2 patent drawing

AI summary

A campaign strategy manager (CSM) component for a hosted communications campaign system allows users to define more granular and specific campaign strategies, including pass escalation for alternative channels (e.g., text and email) and/or based upon attempt results, contact attributes and response group data. The campaign strategy manager allows users to define pass strategies statically and dynamically, to manage lists across multiple campaigns, and to view results in real-time. A defined strategy is a static strategy created by a user for a particular campaign that, once created, typically is not modified. A dynamic strategy is one where, during the course of a day (e.g., as a sub-campaign is running), a user may alter the defined strategy, preferably just for that day (or portion thereof). The CSM may be used to implement a recovery strategy using a dialer pass.