Dynamic Customer Satisfaction Routing via Real-Time Feedback

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Conventional customer service systems fail to consider customer satisfaction and agent performance in call routing, lacking immediate recourse for poor experiences and not fully utilizing previous survey results in routing subsequent interactions.

Innovation Solution

A system and method utilizing Key Performance Indicators (KPIs) to measure customer interaction experiences and agent performance, automatically generating surveys, and adjusting agent skills based on customer and supervisor feedback, enabling dynamic routing and scoring across multiple media types.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If conventional routing rules based on ANI and DNIS are used, then calls can be routed to appropriate agents, but customer satisfaction and agent performance are not considered in routing decisions

Engineering Contradiction:
Improverouting flexibilityVSAvoidcustomer satisfaction data
Core Design Contradiction:
Adaptability or versatilityVSLoss of information

Solution Approach 1:

The system implements feedback loops where customer survey responses and performance metrics are continuously collected, stored, and used to dynamically adjust routing decisions. Survey results from previous interactions feed into the routing algorithm to improve future routing accuracy, creating a closed-loop system that learns from past performance.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary actions by collecting and analyzing customer satisfaction data and performance metrics before routing decisions are made. Surveys are administered and results are processed in advance, allowing the routing system to proactively select optimal agents based on predicted customer satisfaction rather than reacting only after interactions occur.

Inventive Principle:
Principle #10Preliminary action

2Measurement precision

If after-the-fact surveys are used to collect customer feedback, then customer satisfaction can be measured, but immediate action on poor experiences cannot be taken

Engineering Contradiction:
Improvecustomer satisfaction measurementVSAvoidresponse time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system administers surveys at multiple points including pre-interaction and during-interaction, not just after completion. This preliminary collection of feedback allows the system to identify potential satisfaction issues early and take immediate corrective actions such as transferring to a different agent while the interaction is still ongoing.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

Real-time feedback mechanisms are implemented where survey responses are immediately processed and fed back into the routing system. When negative feedback is detected, the system can instantly trigger alerts, initiate transfers, or adjust routing parameters for subsequent interactions, eliminating the delay inherent in traditional post-interaction survey approaches.

Inventive Principle:
Principle #23Feedback

3Productivity

If skills-based routing is implemented, then calls can be routed to best-suited agents, but previous survey results are not fully utilized in routing subsequent interactions

Engineering Contradiction:
Improverouting efficiencyVSAvoidhistorical survey data
Core Design Contradiction:
ProductivityVSLoss of information

Solution Approach 1:

The system integrates historical survey results as a continuous feedback element in the routing decision-making process. Previous customer feedback, agent performance metrics, and interaction outcomes are stored and weighted in the routing algorithm, ensuring that lessons from past interactions directly influence future routing decisions and continuously improve service quality.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The routing system transitions from static skills-based routing to dynamic routing that adapts in real-time based on accumulated survey data and performance metrics. Agent profiles are continuously updated with performance information, and routing parameters are adjusted dynamically to reflect current agent capabilities and customer preferences, making the system increasingly intelligent over time.

Inventive Principle:
Principle #15Dynamics

4Measurement precision

If multiple survey instruments are automatically provisioned before, during, and after calls, then comprehensive feedback can be collected, but system complexity increases

Engineering Contradiction:
Improvefeedback comprehensivenessVSAvoidsurvey system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system employs a universal survey framework that can be configured to deploy appropriate survey instruments across multiple interaction types (voice, email, chat, web callback) and at multiple timing points. A single unified system manages all survey provisioning, data collection, and integration functions, eliminating the need for separate survey systems for each media type and timing scenario.

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

Solution Approach 2:

The system dynamically adjusts survey parameters such as timing, format, and content based on interaction type, customer preferences, and real-time conditions. Survey instruments are automatically configured and modified through parameter changes rather than requiring separate hard-coded survey definitions for each scenario, simplifying system management while maintaining comprehensive feedback collection.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentEP1886477B1Dynamic customer satisfaction routing
Publication Date: 2019.05.08 ORACLE INT CORP
  • EP1886477B1 patent drawingFigure 1
  • EP1886477B1 patent drawingFigure 2
  • EP1886477B1 patent drawingFigure 3

AI summary

A robust customer service environment employing "Key Performance Indicators" (KPIs), which represent both customer interaction experiences and also the overall efficacy of agent performance on an interaction-by-interaction basis. A KPI can be any metric for measuring a category of information related to a call center interaction, e.g., customer satisfaction or agent ability/performance. Input from customer experiences, whether originating from the customer, agent, or agent supervisor, is catalogued and linked to one or more KPIs. Key performance indicators are associated with a key performance indicator template, which is linked with a project comprising routing rules, triggers, and specific actions that are driven as a result of the key performance indicator template. The project may be a phone/IVR project, Web CallBack project, email project, or a Chat project. Execution of the key performance indicator template triggers pre-, during, and/or post-call, -chat, -CallBack, or -email input from a call center user.