Conversation Flow Signature Classification for Support Knowledge Retention

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Solution Overview

Problem

Maintaining high subject matter expertise in customer support roles is challenging due to employee turnover, as organizations face difficulties in effectively documenting and retaining knowledge of past customer service requests and resolution steps.

Innovation Solution

A method and system that generate a conversation flow signature from communication transcripts between customers and support agents, classify it using a machine learning classifier trained on customer support records, and output the associated steps for configuring or repairing products, thereby aiding in resolving similar requests.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If detailed documentation of past customer service requests is maintained, then knowledge retention is improved, but documentation maintenance complexity increases

Engineering Contradiction:
Improveknowledge retentionVSAvoiddocumentation maintenance complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system automatically generates conversation flow signatures and classifies support requests without human intervention. The machine learning classifier autonomously processes communication transcripts, extracts key features, and categorizes requests into predefined categories, eliminating the need for manual documentation maintenance while preserving knowledge.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces manual documentation processes with an automated machine learning system. Instead of humans manually creating and maintaining documentation, the system uses NLP techniques to automatically analyze communication transcripts, generate signatures, and classify requests, substituting mechanical human labor with computational processes.

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

2Reliability

If manual documentation of resolution steps is maintained, then expertise transfer is improved, but time consumption increases

Engineering Contradiction:
Improveexpertise transferVSAvoidtime consumption
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system pre-processes communication transcripts during and after support interactions, automatically generating conversation flow signatures and storing them in the database. This preliminary action ensures that when similar requests occur, the classification and resolution steps can be quickly retrieved without time-consuming manual documentation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system creates structured copies of support interactions in the form of conversation flow signatures that capture essential features of the communication. These signatures serve as compressed representations that can be quickly classified and matched against similar requests, enabling rapid expertise transfer without reproducing entire documentation sets.

Inventive Principle:
Principle #26Copying

3Measurement precision

If comprehensive support records are stored, then classification accuracy is improved, but data processing complexity increases

Engineering Contradiction:
Improveclassification accuracyVSAvoiddata processing complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system extracts only the most relevant features from communication transcripts to create conversation flow signatures. Instead of processing entire transcripts, the NLP engine identifies and extracts key entities, intents, and contextual features, storing only these essential elements in the database for efficient classification while maintaining accuracy.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent segments the support request processing into distinct components: transcript processing, signature generation, feature extraction, and classification. Each component handles a specific aspect of the data, breaking down the complex task of analyzing comprehensive support records into manageable segments that can be processed independently and efficiently.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12086169B2Collaborative resolution framework
Publication Date: 2024.09.10 DELL PROD LP
  • US12086169B2 patent drawing
  • US12086169B2 patent drawing
  • US12086169B2 patent drawing

AI summary

A method including: generating a conversation flow signature based on a set of communication transcripts, each of the communication transcripts being associated with a support request for a product, each of the communication transcripts being a text transcript of a communication between a respective customer and a respective customer support agent; classifying the conversation flow signature into one of a plurality of categories, the conversation flow signature being classified by using a machine learning classifier that is trained based on customer support records, each of the plurality of categories corresponding to a respective set of steps for configuring or repairing the product; and outputting an indication of the respective set of steps that is associated with the category in which the conversation flow signature is classified.