Chat Routing System with Dynamic Preference Switching

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Solution Overview

Problem

Current customer relation management systems in telecommunications often face challenges in efficiently routing customer chats between automated and human agents, leading to frustration when customers prefer to avoid automated chatbots, especially in urgent or complex situations, without a straightforward mechanism to switch preferences based on wait times or chat quality.

Innovation Solution

Implementing a computer-implemented method that provides a chat feature on organizational entity webpages, allowing customers to select between automated and human chat resources, with a routing function that directs chats according to customer preference, and the option to switch based on estimated wait times for human agents.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automated chat resources are used to handle customer chats, then productivity and operational efficiency are improved, but customer satisfaction deteriorates when customers prefer human agents

Engineering Contradiction:
Improvechat handling efficiencyVSAvoidcustomer satisfaction
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system dynamically switches between automated and human chat resources based on real-time conditions such as customer preference, wait times, and agent availability. The routing function can transition chat handling from automated to human resources or vice versa, making the system adaptable rather than static.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes operational parameters by adjusting the type of chat resource (automated vs. human) based on varying conditions including customer preferences, estimated wait times, and service level agreements. This allows optimization of both efficiency and satisfaction under different scenarios.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If human chat resources are used to handle customer chats, then customer satisfaction is improved, but productivity and operational efficiency deteriorate

Engineering Contradiction:
Improvecustomer satisfactionVSAvoidchat handling efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The chat handling system is segmented into different resource types (automated and human) with distinct roles. Automated resources handle routine or low-priority chats efficiently, while human resources focus on complex or high-priority interactions, optimizing the overall system productivity while maintaining satisfaction.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The routing function acts as an intermediary that intelligently directs chats to appropriate resources. It monitors wait times, customer preferences, and agent availability to make optimal routing decisions, ensuring efficient utilization of human agents while maintaining high customer satisfaction.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If customers are routed to automated chat resources without option to switch, then operational efficiency is improved, but ease of operation deteriorates due to customer frustration

Engineering Contradiction:
Improverouting efficiencyVSAvoidcustomer convenience
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The system incorporates feedback mechanisms where customers can express preferences for human or automated agents. The routing function receives this feedback and adjusts routing decisions accordingly, allowing customers to switch preferences based on wait times or chat quality without disrupting overall system efficiency.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The routing system is dynamic and responsive to customer preferences. Customers can change their preference between automated and human agents during the chat process, and the system adapts routing in real-time based on these changes, current wait times, and agent availability.

Inventive Principle:
Principle #15Dynamics

4Reliability

If customers wait for human agents, then customer satisfaction is improved, but loss of time increases due to longer wait times

Engineering Contradiction:
Improvechat qualityVSAvoidcustomer wait time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

Instead of always routing to human agents, the system applies partial action by using automated agents for chats where human interaction is not critical. This reduces overall wait times while maintaining adequate chat quality for suitable cases, reserving human agents for situations where their intervention is truly necessary.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The system changes the parameter of agent type based on real-time conditions including current wait times, customer preferences, and chat complexity. When wait times are high, the system may route to automated agents or expand human agent capacity, dynamically balancing quality and time loss.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11763318B2Systems and methods relating to providing chat services to customers
Publication Date: 2023.09.19 GENESYS CLOUD SERVICES INC
  • US11763318B2 patent drawing
  • US11763318B2 patent drawing
  • US11763318B2 patent drawing

AI summary

A method for implementing chats that includes: providing a chat feature and chat interface on a webpage; providing two types of the chat resources for generating the text inputs of the chats, an automated chat resource type and a human chat resource type; providing a routing function that selectively routes incoming chats between the two types of the chat resources; providing a first selectable portion on the chat interface that, when selected by a customer, indicates a customer chat preference as to whether the customer prefers to chat with chat resources of the automated chat resource type or human chat resource type; receiving input from the customer device indicating that the customer selected the first selectable portion; determining from the received input the customer chat preference; and routing in accordance with the determined preference.