Customer Support Activity Record System for Agent Guidance

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Solution Overview

Problem

Customer support interactions in call centers are often tedious and repetitive, leading to lower customer satisfaction due to the need for customers to repeatedly explain their issues, which can be frustrating and time-consuming, especially when the support agent does not immediately understand the problem.

Innovation Solution

A system and method that involves receiving and storing customer inputs as activity records, allowing support agents to access and present a report summarizing the customer's past interactions during communication sessions, thereby enabling informed and efficient issue resolution without the need for repetitive explanations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If customers repeatedly explain their issues to support agents, then the support agent can understand the problem, but the interaction becomes time-consuming and frustrating

Engineering Contradiction:
Improveproblem understanding accuracyVSAvoidinteraction time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by automatically gathering customer account information, interaction history, and activity records before the support agent begins the conversation. This pre-prepared information is presented to the agent, eliminating the need for repetitive customer explanations and immediately establishing accurate problem understanding.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces an intermediary system that acts as a mediator between the customer database and the support agent. This intermediary automatically retrieves and organizes relevant customer information, presenting it to the agent in a structured format, thereby eliminating the need for direct repetitive information exchange between customer and agent.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If support agents lack immediate understanding of customer issues, then customers can explain their problems in detail, but customer satisfaction decreases

Engineering Contradiction:
Improveissue explanation easeVSAvoidcustomer satisfaction
Core Design Contradiction:
Ease of operationVSEase of manufacture

Solution Approach 1:

The system performs preliminary actions by automatically gathering customer account information, interaction history, and activity records before the support agent begins the conversation. This pre-prepared information is presented to the agent, eliminating the need for repetitive customer explanations and immediately establishing accurate problem understanding.

Inventive Principle:
Principle #10Preliminary action

3Productivity

If customers make multiple attempts to resolve issues before contacting support, then self-service is improved, but the support interaction becomes more complex

Engineering Contradiction:
Improveself-service efficiencyVSAvoidsupport system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system implements feedback mechanisms by tracking and recording all customer activities, self-service attempts, and interaction outcomes. This feedback loop provides the support agent with comprehensive information about what the customer has already tried, enabling more effective support while maintaining self-service initiatives.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS12154118B1System and method for enhanced customer support experiences
Publication Date: 2024.11.26 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US12154118B1 patent drawing
  • US12154118B1 patent drawing
  • US12154118B1 patent drawing

AI summary

A method and system of providing customer-specific information and guidance to support agents during calls with customers. The information includes a summary of in-app activity by the customer prior to the call between the customer and a support agent. The method includes receiving and storing the in-app activity in an activity record associated with the customer's account. The activity record is retrieved in response to a communication session being initiated or occurring between the customer and support agent and presented to the support agent in order to facilitate the conversation and expedite the resolution process.