Intelligent Call Routing System Using Performance Analytics

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Solution Overview

Problem

Call centers face challenges in optimizing resource allocation and call routing to maximize business objectives, particularly in multi-tenant environments, as conventional methods fail to accurately staff agents based on performance and customer needs, leading to inefficiencies in customer retention and cancellation prevention.

Innovation Solution

The implementation of a computer-implemented method for intelligent inbound communication routing, which calculates agent performance scores by weighting recent call data, categorizes agents, and assigns calls based on category and call attributes, ensuring that high-performing agents handle specific call types effectively.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If calls are routed to the first available agent, then call center productivity is improved, but customer satisfaction deteriorates

Engineering Contradiction:
Improvecall center productivityVSAvoidcustomer satisfaction
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system changes the routing parameter from simple availability status to a composite performance score that includes multiple metrics (customer satisfaction scores, call resolution rates, average handle time) weighted by recency. This allows the routing decision to consider both agent availability and performance quality, resolving the contradiction between productivity and customer satisfaction.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system implements feedback loops by continuously collecting performance data from call outcomes, customer surveys, and system metrics. This feedback is used to update agent performance scores in real-time, ensuring that routing decisions are based on current performance rather than static availability, thereby maintaining both productivity and satisfaction.

Inventive Principle:
Principle #23Feedback

2Device complexity

If conventional routing methods are used, then device complexity is reduced, but loss of information increases

Engineering Contradiction:
Improverouting system complexityVSAvoidcustomer and agent performance information
Core Design Contradiction:
Device complexityVSLoss of information

Solution Approach 1:

The system performs preliminary actions by pre-calculating and storing performance scores for each agent before calls arrive. This pre-processing of performance data allows the routing system to make informed decisions without complex real-time calculations during call routing, maintaining system simplicity while preserving information.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system introduces an intermediary performance scoring mechanism that translates complex performance data into simplified scores. This intermediary layer processes detailed performance information and presents it in a form that can be easily used by the routing system, preventing information loss while avoiding direct complexity in the routing logic.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If more performance metrics are collected, then measurement precision is improved, but device complexity increases

Engineering Contradiction:
Improveagent performance measurement precisionVSAvoiddata collection and processing complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system extracts only the most relevant performance metrics from the available data, focusing on key indicators like customer satisfaction scores, call resolution rates, and average handle time. By selecting and weighting only these critical metrics rather than processing all possible data points, the system achieves high measurement precision without excessive complexity.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system transforms multiple detailed performance parameters into a single composite performance score through weighted aggregation. This parameter transformation consolidates rich performance information into a manageable format that maintains precision while reducing the complexity of data handling and routing decisions.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11057523B1Systems and methods for routing incoming calls to operator devices based on performance analytics
Publication Date: 2021.07.06 BOURGEOIS PROPERTY MANAGMENT LLC
  • US11057523B1 patent drawing
  • US11057523B1 patent drawing
  • US11057523B1 patent drawing

AI summary

Disclosed are systems and methods for routing inbound communications at call centers in order to enhance customer experience and call center agent efficiency. In order to effectively route communications, customer service call types and one or more agent performance rates responding to said customer service calls are analyzed in order to determine which one or more call center agents should be routed which specific customer service call type. Additionally, tools are disclosed for analyzing call center agent performance rates and assigning call center agents to service specific customer service call types.