Conversational Agent Escalation for Customer Service Bottlenecks

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Solution Overview

Problem

Traditional customer service models face inefficiencies as they require a large number of live agents to manage increasing call volumes, leading to long hold times and increased costs, and existing internet-based solutions burden customers with self-service requirements that decrease usage.

Innovation Solution

Implementing a system that uses a conversational agent to interact with customers in natural language, escalating cases to a live agent when predetermined criteria are met, such as unsatisfactory responses or signs of frustration, allowing for seamless transfer of conversation transcripts to facilitate quicker issue resolution.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a company hires more live agents to handle increasing call volumes, then customer service capacity is improved, but service costs increase

Engineering Contradiction:
Improvecustomer service capacityVSAvoidservice costs
Core Design Contradiction:
ProductivityVSQuantity of substance

Solution Approach 1:

The patent introduces an automated intermediary system that acts as a mediator between customers and live agents. This system performs preliminary case assessment, categorization, and routing, allowing live agents to focus only on complex cases that require human intervention. The intermediary automates routine tasks such as gathering customer information, identifying issue types, and preparing case summaries, thereby increasing service capacity without proportionally increasing agent headcount and controlling costs.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If live agents carry on textual conversations with multiple customers at once, then call center productivity is improved, but service quality may deteriorate

Engineering Contradiction:
Improvecall center productivityVSAvoidservice quality
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system performs preliminary actions by automatically gathering customer information, categorizing cases, and preparing detailed case summaries before live agents engage with customers. This preliminary preparation ensures that when agents handle multiple customers simultaneously, they receive comprehensive context and guidance, maintaining service quality despite increased workload. The system pre-processes information so agents can efficiently manage multiple conversations without sacrificing attention to detail.

Inventive Principle:
Principle #10Preliminary action

3Quantity of substance

If a customer must select articles from a list in self-service models, then customer service costs are reduced, but customer burden increases and usage likelihood decreases

Engineering Contradiction:
Improveservice costsVSAvoidcustomer burden
Core Design Contradiction:
Quantity of substanceVSEase of operation

Solution Approach 1:

The patent implements an intelligent self-service system that automatically assesses customer cases and provides appropriate responses or routing decisions without requiring customers to manually search through article lists. The system asks customers a few targeted questions to understand their issue, then automatically retrieves and presents relevant information or directs the case to the appropriate live agent. This maintains cost efficiency by reducing live agent involvement for routine issues while significantly improving ease of use by eliminating the need for customers to navigate complex article catalogs.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS7983411B2Methods and apparatus for use in computer-to-human escalation
Publication Date: 2011.07.19 MICROSOFT TECHNOLOGY LICENSING LLC
  • US7983411B2 patent drawing
  • US7983411B2 patent drawing
  • US7983411B2 patent drawing

AI summary

A conversational agent receives a textual user message and escalates the user to a live agent if predetermined criteria are met.