Chat Router for Seamless Bot-to-Agent Handoff

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Solution Overview

Problem

Current chatbot systems often fail to effectively handle customer inquiries that exceed their capabilities, leading to customer frustration and increased costs for companies as customers may abandon support channels, resulting in lost business.

Innovation Solution

Implementing a system that detects handoff conditions, such as inability to understand the customer or expressions of frustration, and seamlessly transfers the chat session to a live agent, providing a link to a second chat page or routing messages through a chat router to ensure continuous customer support.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If chatbot systems are used to handle customer inquiries, then operational costs are reduced and support efficiency is improved, but customer satisfaction deteriorates when the chatbot cannot understand or answer the customer's question

Engineering Contradiction:
Improvesupport efficiencyVSAvoidcustomer satisfaction
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

A chat router is introduced as an intermediary component that receives messages from customers and determines whether to route them to the chatbot or directly to a live agent. The chat router analyzes the message and uses a machine learning model to predict the likelihood of a handoff condition, enabling intelligent routing decisions that balance automation efficiency with customer satisfaction.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system performs preliminary analysis of customer messages using a machine learning model before routing them to the chatbot. By predicting the likelihood of handoff conditions in advance, the system can proactively route complex or frustrating inquiries to live agents before the customer experiences chatbot failure, preventing customer satisfaction deterioration.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the chatbot transfers the customer to a live agent when handoff conditions are detected, then customer satisfaction is improved, but device complexity and operational costs increase

Engineering Contradiction:
Improvecustomer satisfactionVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The chat router serves as a lightweight intermediary that manages the complexity of coordinating between chatbots and live agents. It handles message routing, handoff condition detection, and session transfer logic, keeping the overall system architecture simple while enabling sophisticated customer support workflows.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements feedback loops where the chat router continuously monitors chatbot performance and customer interactions. When handoff conditions are detected (such as customer frustration or inability to answer), the system automatically triggers a transfer to a live agent, creating a self-regulating system that adapts to customer needs without requiring complex manual intervention.

Inventive Principle:
Principle #23Feedback

3Adaptability or versatility

If the chatbot attempts to answer all customer inquiries, then support channel availability is maintained, but loss of business increases when customers abandon the support channel due to frustration

Engineering Contradiction:
Improvesupport channel availabilityVSAvoidlost business
Core Design Contradiction:
Adaptability or versatilityVSLoss of energy

Solution Approach 1:

The chat router acts as a protective intermediary that prevents customers from experiencing chatbot failures by routing them to live agents before frustration sets in. This maintains support channel availability while preventing customer abandonment and lost business.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system performs preliminary assessment of customer inquiries using machine learning to identify those likely to result in handoff conditions. By proactively routing these inquiries to live agents before the customer engages with the chatbot, the system maintains continuous support availability and prevents customer frustration that would lead to abandoning the support channel.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12120269B2Automated chatbot transfer to live agent
Publication Date: 2024.10.15 WELLS FARGO BANK NA
  • US12120269B2 patent drawing
  • US12120269B2 patent drawing
  • US12120269B2 patent drawing

AI summary

Disclosed are methods, systems, and machine-readable mediums which provide for customer chatbots that detect a customer handoff condition and in response, transferring the customer to a communication session with a live agent. The handoff condition may comprise an inability to understand the customer, an inability to answer the customer's question, expressions of frustration or anger on the part of the customer, a customer's express request to be transferred, or the like. The live agent may receive a complete history of the conversation with the chatbot so that the customer does not have to repeat him or herself to the live agent. The chatbot chat session may be linked to a social networking account of the customer and may take place in association with a social networking profile page of the company.