Expert System for Interactive Product Recommendation

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Solution Overview

Problem

Conventional product selection and recommendation systems are limited by the skill level of sales agents, leading to ineffective customer interactions and high turnover rates, especially in complex technology areas like Internet and data network services, resulting in delayed and costly solutions for customers.

Innovation Solution

An expert system that determines problem domain information, transforms user needs into product traits, and rates available products using fuzzy logic, allowing agents to provide real-time recommendations through a graphical user interface, independent of their skill level, by utilizing a database of products and services and dynamic calculations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If salespeople are trained to high skill levels to effectively communicate and understand complex technology products, then the effectiveness of product recommendation improves, but the cost of training and the impact of high turnover rates increase significantly

Engineering Contradiction:
Improveeffectiveness of product recommendationVSAvoidcost of training and retention
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent introduces an expert system as an intermediary between the salesperson and the complex technology products. This system encodes expert knowledge in the form of rules and facts about network services, allowing salespeople to access accurate product information and recommendations without needing deep technical expertise themselves. The expert system mediates the interaction by providing structured guidance on product selection and customer education.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent creates a digital copy of expert knowledge through the expert system, which replicates the information and reasoning capabilities of highly skilled salespeople. Instead of training actual human salespeople to expert levels, the system copies the essential knowledge and presentation frameworks into a computer-based guidance engine that can be accessed by less experienced sales personnel.

Inventive Principle:
Principle #26Copying

2Reliability

If comprehensive training is provided to salespeople to enable them to handle complex technology products, then the quality of customer interactions improves, but the turn around time for providing product recommendations increases

Engineering Contradiction:
Improvequality of customer interactionVSAvoidturn around time for recommendations
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent applies preliminary action by pre-encoding expert knowledge, product specifications, and recommendation logic into the expert system before customer interactions occur. The system is pre-loaded with facts about network services, their characteristics, and the reasoning frameworks needed to make recommendations. This allows salespeople to query the system quickly during customer interactions without needing to retrieve or reconstruct complex information in real-time.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent replaces the mechanical process of salespeople learning and recalling complex technical information through extensive training with an automated electronic system. Instead of relying on human memory and expertise that requires time to develop and access, the expert system uses computer-based retrieval and processing to provide instant product recommendations and customer education materials.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If companies invest heavily in training salespeople for complex technology areas, then the expertise and effectiveness of sales improves, but the vulnerability to high turnover rates increases

Engineering Contradiction:
Improveexpertise of sales personnelVSAvoidresilience to turnover
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The expert system serves as a stable intermediary that preserves institutional knowledge independent of individual salespeople. By encoding expertise in the system rather than relying on human employees, the company maintains continuous access to high-quality product knowledge and recommendation capabilities even when staff change. The system acts as a permanent repository of expertise that new employees can access immediately.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent creates replicable digital copies of expert knowledge that can be distributed to any number of salespeople without requiring retraining. The expert system stores standardized information about network services, product specifications, and sales frameworks that can be instantly accessed by any employee, eliminating the need to recreate expertise when staff turnover occurs.

Inventive Principle:
Principle #26Copying

Data Source

PatentUS7885820B1Expert system supported interactive product selection and recommendation
Publication Date: 2011.02.08 NETCRACKER TECH SOLUTIONS
  • US7885820B1 patent drawing
  • US7885820B1 patent drawing
  • US7885820B1 patent drawing

AI summary

Expert system supported interactive product selection and recommendation. The invention assists an agent to interact with a customer and to provide selection and recommendation of available products and/or services that offer a workable solution for the customer. The invention allows for the use of agents of varying skill levels, including relatively low skill level, without suffering deleterious performance. From certain perspectives, an expert system employed using various aspects of the invention allows the agent to provide real time interaction with a customer and to provide a real time recommended solution to that customer. Many traditional approaches dealing in complex industries require that agent's have a high degree of skill and expertise. The invention allows even a novice agent to service a customer's needs without requiring a high skill level or up-front training that is often at the expense of the provider seeking to market its products and/or services.