Automated Help Center Article Suggestion via Vector Clustering

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Solution Overview

Problem

Existing customer-service systems face challenges in determining which articles need to be written to resolve ongoing customer-service issues, especially in new systems without existing help center articles, and in addressing commonly occurring or new issues not adequately covered by existing articles.

Innovation Solution

A system that automatically suggests articles to be written by generating request vectors from customer tickets, embedding them in a vector space, performing clustering operations, and notifying content creators when new or updated articles are needed to cover identified clusters, using machine-learning techniques such as recurrent neural networks and Word2vec to analyze and prioritize clusters based on distance and relevance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If help center articles are manually created to resolve customer-service issues, then customer-service quality improves, but the time and resources required to identify and write articles increases

Engineering Contradiction:
Improvecustomer-service qualityVSAvoidtime to identify and write articles
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system enables automatic identification of article needs through self-service mechanisms. The machine learning model autonomously analyzes customer-service tickets, identifies gaps in existing help center articles, and generates suggestions for new articles without requiring manual intervention from support staff.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the manual mechanical process of reviewing tickets and deciding what articles to write with an automated machine learning system. The ML model processes tickets, performs clustering analysis, and generates article suggestions automatically, substituting human effort with computational processes.

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

2Ease of operation

If comprehensive help center articles are created to cover all possible issues, then customer self-service effectiveness improves, but the complexity and cost of maintaining the help center increases

Engineering Contradiction:
Improvecustomer self-service effectivenessVSAvoidhelp center maintenance complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system performs preliminary analysis to identify only the specific articles that are needed based on actual customer-service tickets. Rather than creating comprehensive coverage of all possible issues, the ML model proactively identifies gaps in existing articles and suggests only the necessary new articles, reducing unnecessary complexity.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent dynamically adjusts the help center content based on changing customer needs. The machine learning model continuously analyzes incoming tickets and adjusts article recommendations accordingly, allowing the help center to adapt its scope and depth based on actual demand rather than maintaining fixed comprehensive coverage.

Inventive Principle:
Principle #35Parameter changes

3Measurement precision

If human agents review and prioritize article creation requests, then article relevance improves, but the processing speed and scalability decrease

Engineering Contradiction:
Improvearticle relevanceVSAvoidarticle creation speed
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The system incorporates feedback mechanisms where the machine learning model learns from the analysis of customer-service tickets and the outcomes of article creation. The model uses feedback from ticket patterns, clustering results, and article performance to continuously improve its relevance assessments while maintaining high processing speed.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent replaces human agent review with automated machine learning processes for prioritizing article creation requests. The ML model autonomously assesses relevance based on ticket analysis and clustering, eliminating the bottleneck of manual review while maintaining or improving relevance through data-driven insights.

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

Data Source

PatentUS10699183B2Automated system for proposing help center articles to be written to facilitate resolving customer-service requests
Publication Date: 2020.06.30 ZENDESK INC
  • US10699183B2 patent drawing
  • US10699183B2 patent drawing
  • US10699183B2 patent drawing

AI summary

The system obtains a set of tickets representing customer requests generated by a customer-support ticketing system. Next, the system feeds words from each ticket through a model to generate a request vector for the ticket, wherein the request vector comprises numerical values representing words in the ticket. The system then embeds the request vectors in a vector space. If help center articles already exist, the system embeds article vectors for the existing help center articles in the vector space. Next, the system identifies clusters of request vectors, which are within a pre-specified distance of each other in the vector space. If an identified cluster is more than a pre-specified distance away from a closest article vector in the vector space, the system notifies a content creator that a new article needs to be written, or an existing article needs to be updated, to cover the identified cluster.