Knowledge Management Controller for Customer Service Routing

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Solution Overview

Problem

Businesses face challenges in providing high-quality customer service while minimizing costs, as automated knowledge systems may provide inappropriate responses that do not align with business objectives and fail to track customer profile information, leading to potential loss of valuable customers.

Innovation Solution

A system and method for controlled knowledge management that includes a processor and memory to receive customer questions, determine if they satisfy specific criteria for automated responses, and route communications to either a knowledge system or a live agent based on contextual information and business rules, ensuring accurate and aligned responses.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automated knowledge systems are used to answer customer questions, then cost is reduced and productivity is improved, but response accuracy and alignment with business objectives deteriorate

Engineering Contradiction:
Improvecustomer service efficiencyVSAvoidresponse accuracy
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

A controller is introduced as an intermediary component between the customer interface and the knowledge system. The controller evaluates questions against business rules and criteria before routing to the knowledge system, and filters/validates responses before presenting to the customer. This intermediary layer ensures that only appropriate questions are answered automatically and that responses align with business objectives, resolving the contradiction between automation efficiency and response accuracy.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of manufacture

If automated knowledge systems are used to provide customer support, then cost is minimized, but customer relationship management and profile tracking are lost

Engineering Contradiction:
Improvecost effectivenessVSAvoidcustomer profile information
Core Design Contradiction:
Ease of manufactureVSLoss of information

Solution Approach 1:

The system incorporates feedback mechanisms where customer interactions with the knowledge system are monitored and evaluated. The controller receives feedback about customer responses and can route communications to live agents when needed, ensuring continuous learning and improvement. This feedback loop helps maintain customer relationship management capabilities while using automated systems for cost-effective support.

Inventive Principle:
Principle #23Feedback

3Productivity

If questions are routed to knowledge systems for automated responses, then operational costs are reduced, but inappropriate responses may be generated

Engineering Contradiction:
Improveoperational efficiencyVSAvoidinappropriate responses
Core Design Contradiction:
ProductivityVSObject-generated harmful factors

Solution Approach 1:

The controller performs preliminary evaluation of customer questions against predefined business rules and criteria before routing them to the knowledge system. This preliminary action filters out questions that should not be answered automatically (such as those indicating customer dissatisfaction or requiring human judgment), preventing inappropriate responses from being generated while maintaining high operational efficiency for appropriate queries.

Inventive Principle:
Principle #10Preliminary action

4Speed

If automated responses are provided without strict criteria, then response speed is improved, but customer satisfaction and relationship quality deteriorate

Engineering Contradiction:
Improveresponse speedVSAvoidcustomer satisfaction
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The system dynamically adjusts the level of automation based on real-time evaluation of customer questions and contextual information. The controller continuously monitors customer profiles, interaction history, and question characteristics to determine when automated responses are appropriate and when human agent involvement is necessary. This dynamic approach maintains fast response speeds for routine queries while ensuring customer satisfaction by routing complex or sensitive issues to human agents.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS11461667B2System and method for controlled knowledge system management
Publication Date: 2022.10.04 GENESYS CLOUD SERVICES INC
  • US11461667B2 patent drawing
  • US11461667B2 patent drawing
  • US11461667B2 patent drawing

AI summary

In a system for knowledge system management, the system includes: a processor; and a memory coupled to the processor, wherein the memory has stored thereon instructions that, when executed by the processor, cause the processor to: receive a question from a customer; determine whether to not the question satisfies a first criterion for obtaining an automated response to the question; in response to determining that the question satisfies the first criterion, transmit the question to a knowledge system for generating automated responses to questions; receive the automated response to the question from the knowledge system; determine whether or not the automated response satisfies a second criterion for providing the automated response to the customer; and in response to determining that the automated response satisfies the second criterion, transmit the automated response to an electronic device operated by the customer.