Intent-Based Callback Management System

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Solution Overview

Problem

Existing contact center systems are inefficient due to lengthy and complex voice prompt menus, and the waiting time for service representatives is exacerbating for clients, as current callback systems do not adequately address the inconvenience of navigating these menus.

Innovation Solution

A system and method for intent-based active callback management, comprising a profile manager, callback manager, interaction manager, media server, and environment analyzer, which processes user profiles, determines optimal callback times based on environmental context, and connects clients with available service representatives, reducing wait times by offering proactive callbacks.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If voice prompt menus are used to channel callers to the appropriate queue, then callers can be directed to the correct service representative, but the navigation time and complexity increase significantly

Engineering Contradiction:
Improvecall routing accuracyVSAvoidmenu navigation time
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The system performs preliminary actions by analyzing caller intent and pre-routing callers to the appropriate queue before they need to navigate through voice menus. The callback manager proactively determines the correct service representative based on the issue type identified in the callback request, eliminating the need for callers to manually navigate complex voice prompt menus.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If callers are placed on-hold in queue while waiting for a service representative, then they can be connected to the appropriate agent, but the waiting time increases and client exacerbation worsens

Engineering Contradiction:
Improveconnection reliabilityVSAvoidwaiting time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-processing callback requests and determining optimal callback times before the actual connection is made. The callback manager analyzes the request, identifies the appropriate queue and service representative, and schedules the callback in advance, so callers are connected directly when the representative becomes available without experiencing prolonged wait times.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system enables self-service by allowing the callback system to autonomously manage the queuing and connection process without requiring callers to remain on-hold. The callback manager independently handles queue management, representative assignment, and connection scheduling, freeing callers from passive waiting and enabling them to resume their activities until the callback time.

Inventive Principle:
Principle #25Self-service

3Loss of time

If secondary queue systems are implemented to reduce on-hold waiting, then wait times are reduced, but the inconvenience of navigating voice prompt menus remains unaddressed

Engineering Contradiction:
Improveon-hold waiting timeVSAvoidmenu navigation convenience
Core Design Contradiction:
Loss of timeVSEase of operation

Solution Approach 1:

The system performs preliminary actions by analyzing the callback request and determining the appropriate service queue before the caller interacts with voice menus. The callback manager proactively identifies the issue type and routes the callback to the correct representative, eliminating the need for callers to navigate complex voice prompt menus to reach the appropriate queue.

Inventive Principle:
Principle #10Preliminary action

4Ease of operation

If callback systems are used to eliminate on-hold waiting, then waiting experience is improved, but the overall callback management complexity increases

Engineering Contradiction:
Improvecallback experienceVSAvoidcallback system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system applies segmentation by dividing the callback management functionality into distinct modular components: the callback manager handles request processing and queue assignment, the profile manager manages user information, and the interaction manager handles connections. This modular architecture reduces overall system complexity by allowing each component to be developed, maintained, and scaled independently while working together to provide an improved callback experience.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS11706341B2System and method for intent-based active callback management
Publication Date: 2023.07.18 MEDALLIA INC
  • US11706341B2 patent drawing
  • US11706341B2 patent drawing
  • US11706341B2 patent drawing

AI summary

A system and method for intent-based active callback management, utilizing a cloud callback system comprising at least a profile manager, callback manager, interaction manager, media server, and environment analyzer, allowing users to call businesses, agents in contact centers, or other users who are connected to a cloud callback system, and, failing to connect to the individual they called, allow for an automatic callback object to be created, whereby the two users may be automatically called and bridged together at a time when both users are available.