Expert Management System for Customer Inquiry Routing

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Solution Overview

Problem

Traditional customer service systems are costly to establish and maintain, and they often inefficiently route customer inquiries, leading to high response times and reduced customer satisfaction.

Innovation Solution

Implementing an expert management system that processes customer service inquiries by routing them to appropriate experts based on pre-classification, using automated response logic, internal, or external experts, and leveraging machine learning to optimize routing and response generation, thereby reducing the burden on contact centers.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional contact center systems are used to handle customer service inquiries, then customer service can be provided, but the system becomes expensive to establish and maintain

Engineering Contradiction:
Improvecustomer service capabilityVSAvoidsystem cost
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system segments customer service inquiries into different types (informational vs. transactional) and routes them to appropriate handling channels (external experts vs. contact center), thereby reducing the burden on expensive contact center infrastructure while maintaining service capability

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces an intermediary expert management system that acts as a mediator between customers and the contact center, processing informational inquiries through external experts and only escalating transactional inquiries to the contact center, thus reducing overall system costs

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If traditional routing methods are used in contact centers, then inquiries can be handled, but response times increase and customer satisfaction decreases

Engineering Contradiction:
Improveinquiry handling capabilityVSAvoidresponse time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary classification of inquiries before they reach the contact center, pre-processing informational inquiries through external experts and only escalating necessary cases, thereby reducing response times for the majority of informational inquiries

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent changes the routing parameter from traditional queue-based FIFO (first-in-first-out) routing to classification-based routing, where inquiries are routed based on their type (informational/transactional) and required expertise, optimizing response times for different inquiry categories

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10440187B1Bootstrapped predicative routing in CRM
Publication Date: 2019.10.08 ONDEMAND ANSWERS INC
  • US10440187B1 patent drawing
  • US10440187B1 patent drawing
  • US10440187B1 patent drawing

AI summary

In a crowd sourcing approach, responses to customer service inquiries are provided by routing a subset of the inquiries to an independent group of experts. The customer service inquiries are optionally routed to specific experts based on matches between identified subject matter of the inquiries and expertise of the experts. Embodiments include methods of classifying customer service inquiries, training a machine learning system, and/or processing customer service inquiries. Customer service inquiries and answers from a first enterprise and/or industry are optionally used to train an inquiry classifier for a second enterprise and/or industry. The classifier being configured to predict if a new customer service inquiry will require access to confidential information for a human to generate an answer that resolves the inquiry.