Dynamic Contact Center Routing Using Real-Time Intent Analysis

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Solution Overview

Problem

Contact centers face challenges in dynamically managing customer interactions based on current data to maximize resource utilization and achieve business goals, relying on predefined rules that do not account for real-time customer intentions and performance gaps.

Innovation Solution

A system and method that uses a processor to identify customer intents, correlate them with contact center business goals, and dynamically select available agents based on performance scores and availability, allowing for dynamic routing and identification of opportunities for additional interactions to maximize outcomes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If predefined routing rules are used to route customer interactions, then routing simplicity is maintained, but adaptability to real-time customer intentions and business goals deteriorates

Engineering Contradiction:
Improveadaptability to real-time customer intentionsVSAvoidrouting system complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The routing system transitions from static predefined rules to dynamic real-time routing. The system continuously monitors customer intent, agent performance, and business goals, adjusting routing decisions dynamically based on current conditions rather than relying on fixed predetermined rules.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system implements feedback loops where agent performance data, customer intent analysis, and business goal achievement metrics are continuously collected and used to inform routing decisions. This creates a closed-loop system that adapts based on actual performance feedback rather than operating in open-loop with fixed rules.

Inventive Principle:
Principle #23Feedback

2Productivity

If predefined routing rules are used, then system simplicity is maintained, but resource utilization efficiency deteriorates

Engineering Contradiction:
Improveresource utilization efficiencyVSAvoidrouting system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system dynamically optimizes resource allocation by continuously evaluating agent performance metrics and matching them with appropriate customer interactions in real-time, maximizing resource utilization efficiency rather than relying on static predetermined routing rules.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes routing parameters dynamically based on real-time data including agent performance metrics, customer intent, and business goals. This allows the system to optimize resource utilization by adjusting routing decisions based on current conditions rather than fixed parameters.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If dynamic routing based on real-time data is implemented, then customer experience management is improved, but data processing requirements increase

Engineering Contradiction:
Improvecustomer experience management qualityVSAvoiddata processing volume
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The system extracts only the most critical data elements needed for routing decisions, such as key customer intent indicators and essential agent performance metrics, rather than processing all available data. This reduces data processing volume while maintaining the quality of customer experience management.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system applies different levels of data processing to different aspects of routing decisions, focusing intensive analysis on critical factors like customer intent and agent suitability, while using simpler processing for less critical parameters. This optimizes the balance between decision quality and data processing requirements.

Inventive Principle:
Principle #3Local quality

4Reliability

If agent performance monitoring is implemented to maximize business goals, then business outcome quality is improved, but system complexity increases

Engineering Contradiction:
Improvebusiness goal achievementVSAvoidperformance monitoring system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The performance monitoring system is designed to serve multiple functions simultaneously: tracking agent performance, evaluating customer interactions, measuring business goal achievement, and informing routing decisions. This multi-functionality reduces overall system complexity by consolidating what could be separate systems into one integrated solution.

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

Data Source

PatentUS10135982B2System and method for customer experience management
Publication Date: 2018.11.20 GENESYS CLOUD SERVICES INC
  • US10135982B2 patent drawing
  • US10135982B2 patent drawing
  • US10135982B2 patent drawing

AI summary

A system and method for managing a customer's experience with a contact center that takes available data about the customer, the agents of the contact center, and the organization represented by the contact center, for identifying opportunities for additional conversations/interactions with the customer and engaging in those additional conversations/interactions at a time and with a resource predicted to maximize outcomes for the organization. A processor is configured to identify express and/or implied intents for an interaction between the customer and the contact center. A business goal related to the express and/or implied intents is also identified for determining a current performance of the contact center and for identifying any performance gaps. Contact center targets are identified based on their performance in handling the express and/or implied intents, and the identified performance gaps. An available one of the identified targets is then selected for routing the interaction to the target.