Kiosk Escalation Mechanism for Customer Support

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Solution Overview

Problem

In retail settings, interactive kiosks often fail to provide adequate support to customers, leading to frustration and potential loss of business, as they lack the ability to determine when human assistance is needed and cannot efficiently escalate to a personal agent for assistance.

Innovation Solution

Implementing a mechanism within kiosks to determine when escalation to a person is required, using set parameters and algorithms to select the appropriate agent and notify them, along with sensors to monitor task completion, and providing options for customer interaction such as pop-up messages or agent meeting locations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a kiosk provides self-service functionality, then productivity is improved, but reliability deteriorates when customers need human assistance

Engineering Contradiction:
Improveself-service efficiencyVSAvoidcustomer support adequacy
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system introduces an intermediary escalation mechanism that connects the automated kiosk system with human agents. When the kiosk detects that a customer needs assistance (through confusion detection, repeated failures, or explicit requests), it automatically escalates the interaction to a human agent, thereby maintaining both self-service efficiency and reliable customer support.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system dynamically adjusts the level of automation based on customer needs. It transitions from fully automated kiosk interaction to human agent assistance when predefined conditions are met (such as multiple failed attempts, detection of frustration, or complex queries), ensuring that the support model adapts to maintain reliability while preserving productivity for routine tasks.

Inventive Principle:
Principle #15Dynamics

2Device complexity

If a kiosk provides automated responses, then device complexity is reduced, but adaptability deteriorates when unique customer situations arise

Engineering Contradiction:
Improvekiosk operation simplicityVSAvoidresponse to unique customer needs
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The kiosk implements feedback mechanisms to monitor customer interactions, detecting signs of confusion, frustration, or repeated failures. This feedback loop enables the system to recognize when automated responses are insufficient and triggers escalation to human agents, thereby maintaining operational simplicity while improving adaptability to unique customer situations.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary analysis of customer interactions to determine whether human assistance is needed before the customer explicitly requests it. By pre-defining escalation conditions (such as multiple failed search attempts or detection of负面情绪), the system prepares for unique situations in advance, maintaining simplicity while enhancing adaptability.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If agent escalation is implemented, then customer support quality is improved, but device complexity increases

Engineering Contradiction:
Improvecustomer support qualityVSAvoidescalation system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The escalation system operates autonomously, with the kiosk automatically detecting when human assistance is needed and initiating the escalation process without requiring customer intervention. The system self-manages the transition from automated to human support, reducing the operational complexity for customers while maintaining high support quality.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system introduces a standardized intermediary escalation protocol that bridges the automated kiosk and human agents. This protocol includes predefined triggers, agent assignment algorithms, and communication handoff procedures, which manage the complexity of agent integration while preserving support quality.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Adaptability or versatility

If multiple agents are available for escalation, then adaptability is improved, but device complexity increases

Engineering Contradiction:
Improveagent selection flexibilityVSAvoidagent matching system complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system uses parameter-based agent selection, where agents are matched to customer queries based on predefined parameters such as expertise area, availability, and language skills. This parameter-driven approach enables flexible adaptation to different customer needs while managing complexity through standardized matching criteria rather than complex decision-making algorithms.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS10198760B2Kiosk escalation
Publication Date: 2019.02.05 AVAYA INC
  • US10198760B2 patent drawing
  • US10198760B2 patent drawing
  • US10198760B2 patent drawing

AI summary

Automated kiosks are often provided in retail settings to provide a convenient and cost-effective means to assist customers of the retail setting and as an alternative or supplement to human agents. Kiosks may work well for certain customers and actions, however, the customer and/or kiosk may fail to effectively interact with each other and leave the customer dissatisfied with the interaction. By determining a meta-meaning associated with a customer's actions with a kiosk, the kiosk may be able to determine whether an agent should be summoned to assist the customer. For example, a customer may be using the kiosk for an unusually long time. In response, an available agent may be notified and approach the customer to offer their assistance; without the customer explicitly requesting such assistance. As a benefit, the retail setting may appear more in-touch with the needs of the customer.