Dynamic Adaptive Routing for Deferrable Contact Center Work

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Solution Overview

Problem

Contact centers face challenges in efficiently managing deferrable work, such as email responses, due to factors like agent availability, priority scoring, and backlog management, which can lead to unmanageable email backlogs and inefficient handling of urgent emails.

Innovation Solution

A computer-implemented method that utilizes natural language processing (NLP) models to prioritize deferrable work interactions by generating NLP scores and priority scores, which are then used to optimize the workflow by assigning tasks to suitable agents based on availability and workload forecasts.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If deferrable work is managed without dynamic prioritization, then system complexity is reduced, but email backlogs become unmanageable and urgent emails are not handled efficiently

Engineering Contradiction:
Improveemail handling efficiencyVSAvoidrouting system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system dynamically changes the priority parameter of deferrable work items based on multiple factors including customer history, issue type, and current workload. This allows urgent emails to be automatically reprioritized without manual intervention, resolving the contradiction between handling efficiency and system complexity by using automated parameter adjustment rather than complex manual routing rules

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system performs preliminary prioritization and routing decisions before work items are fully processed. By pre-calculating priority scores and assigning work to appropriate agents in advance, the system prevents backlog accumulation without requiring complex real-time decision-making, thus improving productivity while maintaining manageable system complexity

Inventive Principle:
Principle #10Preliminary action

2Measurement precision

If multiple NLP models and optimization processes are used to prioritize deferrable work, then routing precision is improved, but device complexity increases

Engineering Contradiction:
Improvepriority scoring accuracyVSAvoidprocessing system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The prioritization system is segmented into multiple specialized NLP models, each handling specific aspects such as sentiment analysis, urgency detection, and customer value assessment. This modular approach improves measurement precision by dedicating specific models to specific tasks while managing complexity through clear separation of functions and independent model deployment

Inventive Principle:
Principle #1Segmentation

3Productivity

If deferrable work is assigned without considering agent availability forecasts, then assignment speed is increased, but agent utilization becomes inefficient and backlogs grow

Engineering Contradiction:
Improveagent utilization efficiencyVSAvoidworkflow optimization time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system performs preliminary analysis of agent availability forecasts and workload predictions before assigning deferrable work. By pre-identifying suitable agents and optimal assignment timing, the system achieves efficient agent utilization without requiring complex real-time negotiations, thus improving productivity while minimizing time loss through advance planning

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20250069010A1Method and system for dynamic adaptive routing of deferrable work in a contact center
Publication Date: 2025.02.27 GENESYS CLOUD SERVICES INC
  • US20250069010A1 patent drawing
  • US20250069010A1 patent drawing
  • US20250069010A1 patent drawing

AI summary

A method for optimizing a workflow of deferrable work interactions in a contact center that includes: providing a NLP models and a priority model; using text derived from received deferrable working interactions as inputs to the NLP models to generate the NLP scores; using the LP scores as inputs to the priority model to generate the priority score; identifying candidate agents of the agents for handling the deferrable work interactions; receiving an inbound work forecast; receiving agent work schedule data; using an optimization process to generate an optimized workflow for the deferrable work interactions, where the optimized workflow includes assignments in which an agent from the candidate agents is selected to handle the deferrable work interaction and a target timeframe for handling is scheduled; and routing the deferrable work interactions in accordance with the assignments of the optimized workflow.