Hybrid ML and NLP System for Dynamic Customer Interaction Timing

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Solution Overview

Problem

Current customer interaction systems often send communications at static, predetermined times or channels, which can annoy customers if they have already completed tasks via different channels or have indicated preferences that are not considered, leading to irrelevant or unwanted interactions.

Innovation Solution

A hybrid machine learning and natural language processing system that trains on historical transcripts to classify workflow statuses and identify customer preferences, dynamically adjusting the timing, content, and channel of communications based on the customer's current workflow stage and preferences.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If automated processes send communications at predetermined times, then communication automation is improved, but customer relevance and preference alignment deteriorate

Engineering Contradiction:
Improvecommunication automationVSAvoidcustomer preference alignment
Core Design Contradiction:
Extent of automationVSAdaptability or versatility

Solution Approach 1:

The system transitions from static predetermined timing to dynamic communication scheduling by continuously monitoring workflow status changes and customer preferences. The communication timing and channel are automatically adjusted based on real-time workflow state transitions and customer-indicated preferences, resolving the contradiction between automation and adaptability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system implements feedback loops where customer interactions and workflow status changes are continuously monitored and fed back into the communication scheduling algorithm. This feedback mechanism enables the automated system to learn from customer behavior patterns and adjust communication timing accordingly, maintaining both automation and customer relevance.

Inventive Principle:
Principle #23Feedback

2Device complexity

If communications are sent at fixed intervals, then system simplicity is improved, but communication effectiveness deteriorates

Engineering Contradiction:
Improvesystem simplicityVSAvoidcommunication effectiveness
Core Design Contradiction:
Device complexityVSProductivity

Solution Approach 1:

The system performs self-adjustment by automatically monitoring workflow status changes and customer preferences, then autonomously modifying communication timing without external intervention. This self-service capability maintains relative system simplicity while dramatically improving communication effectiveness through adaptive timing based on actual workflow progression.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If multiple communication channels are monitored, then customer preference coverage is improved, but system complexity increases

Engineering Contradiction:
Improvepreference coverageVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system implements a universal communication monitoring framework that handles multiple communication channels (email, SMS, phone, chat) through a single integrated workflow status monitoring mechanism. This multi-functional approach enables comprehensive preference coverage across different channels without proportionally increasing system complexity, as the same core algorithms apply across all channels.

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

Data Source

PatentUS20230259990A1Hybrid Machine Learning and Natural Language Processing Analysis for Customized Interactions
Publication Date: 2023.08.17 STATE FARM MUTAL AUTOMOBILE INSURANCE COMPANY
  • US20230259990A1 patent drawing
  • US20230259990A1 patent drawing
  • US20230259990A1 patent drawing

AI summary

A method is provided, comprising: obtaining training data including historical transcripts from historical user interactions, and indications of workflow statuses associated with each of the historical transcripts; training a machine learning model to classify transcripts from user interactions based on workflow status using the training data; applying the trained machine learning model to a new transcript from a new user interaction in order to identify a workflow status associated with the new transcript; generating a message to a user associated with the new user interaction based on the identified workflow status; analyzing the new transcript using a natural language processing algorithm to identify one or more triggers associated with the new transcript; modifying one or more parameters associated with the generated message to the user based on the one or more triggers associated with the new transcript; and transmitting the message to a device associated with the user.