Real-Time Customer Service Resource Prediction System

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Solution Overview

Problem

High customer service agent turnover and decreased customer satisfaction due to inadequate training retention and unfamiliarity with smaller concepts or projects in large enterprises, leading to longer call times and lower sales volumes.

Innovation Solution

A system that includes a database of resources for customer service representatives, with processors analyzing ongoing communications to identify relevant resources based on context and historical data, displaying them in real-time during interactions to assist in resolving customer service requests.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If customer service agents receive extensive training, then their knowledge base improves, but training costs and time consumption increase

Engineering Contradiction:
Improveagent knowledge retentionVSAvoidtraining time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system pre-loads and organizes training materials and resources in an easily accessible format before agents need them. Reference materials, product information, and troubleshooting guides are prepared in advance and made immediately available during customer interactions, eliminating the need for extensive memorization-based training.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

An intelligent system acts as an intermediary between agents and the vast corporate knowledge base. This mediator automatically retrieves, filters, and presents relevant information to agents during customer interactions, serving as a real-time knowledge partner that compensates for limited agent retention without requiring extensive training.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If customer service agents are trained on all enterprise concepts, then their expertise increases, but training complexity and cost increase

Engineering Contradiction:
Improveagent expertiseVSAvoidtraining program complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

Instead of requiring agents to master all enterprise concepts uniformly, the system provides localized, context-specific information exactly when needed. The intelligent retrieval system delivers only the relevant concepts and details pertaining to the current customer issue, allowing agents to demonstrate expertise on-demand without comprehensive prior knowledge of all enterprise areas.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The vast enterprise knowledge base is segmented into discrete, manageable topics and concepts. The system retrieves and presents only the specific segments relevant to each customer interaction, breaking down complex enterprise knowledge into small, easily digestible units that agents can access without needing to memorize everything.

Inventive Principle:
Principle #1Segmentation

3Reliability

If more training materials are provided to agents, then their knowledge base improves, but call times increase due to information overload

Engineering Contradiction:
Improveagent knowledgeVSAvoidcall handling speed
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system extracts only the essential, relevant information from the vast training materials and knowledge base, presenting it to agents in a condensed, easily digestible format. During customer calls, the intelligent system pulls out only the specific facts, figures, and procedures needed for the current issue, filtering out all unnecessary information that would slow down the agent.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system performs preliminary analysis of the customer issue and pre-retrieves the specific information needed before the agent even begins formulating their response. This advance preparation ensures that when the agent needs information during the call, it is already available in a ready-to-use format, maintaining fast call handling speeds.

Inventive Principle:
Principle #10Preliminary action

4Productivity

If customer service agents have access to all resources, then their ability to resolve issues improves, but system complexity and resource requirements increase

Engineering Contradiction:
Improveissue resolution capabilityVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

An intelligent intermediary system manages the complexity of providing agents with comprehensive resources. This mediator handles the complex tasks of searching, filtering, and organizing vast amounts of enterprise knowledge, presenting it to agents in a simple, user-friendly interface that hides the underlying system complexity while maintaining full access to all necessary resources.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system creates a universal access platform that serves multiple functions: it acts as a search engine, a knowledge base, a training tool, and a real-time decision support system all in one interface. This multi-functional approach allows agents to access all enterprise resources through a single system rather than requiring separate tools for each function, reducing overall system complexity.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS20230394491A1Systems and methods for customer service prediction
Publication Date: 2023.12.07 CAPITAL ONE SERVICES LLC
  • US20230394491A1 patent drawing
  • US20230394491A1 patent drawing
  • US20230394491A1 patent drawing

AI summary

A system for providing resource material to a customer service representative [CSR], including a database storing a plurality of resources associated with one or more customer service contexts, a memory storing instructions, and one or more processors configured to execute the instructions to analyze an on-going communication including a customer service request received from a customer; determine a context of the request based on the analysis and historical data associated with the customer determined to be associated with the communication, automatically identify, based on the context of the request, a resource in the database associated with the determined context; and display, via a user interface in real-time during the communication, the resource associated with the customer service request.