Dynamic Messaging Staff Forecasting via Real-Time Analytics

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Solution Overview

Problem

Current contact center operations rely on manual human staff for messaging services, leading to inefficiencies and inaccuracies in staffing predictions due to the asynchronous nature of messaging interactions, making it difficult to determine the right levels and allocations of staff needed, especially with varying skill requirements and availability.

Innovation Solution

Implementing real-time analytics and dynamic forecasting systems that use historical data and data science to generate tailored staffing forecasts based on conversational interactions, resolutions, and satisfaction levels, allowing for efficient messaging staffing and management while maintaining service quality.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If manual staffing methods are used for messaging operations, then operational simplicity is maintained, but staffing prediction accuracy deteriorates due to the asynchronous nature of messaging interactions

Engineering Contradiction:
Improvestaffing management complexityVSAvoidstaffing prediction accuracy
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The patent replaces manual staffing prediction methods with an automated system that uses natural language processing and machine learning algorithms to analyze messaging interactions. The system automatically processes asynchronous messaging data to generate staffing forecasts, substituting mechanical manual calculations with intelligent automated analysis that accurately handles the variable timing characteristics of messaging communications.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent introduces an intermediary forecasting system that acts as a bridge between raw messaging data and staffing decisions. This intermediary layer processes and interprets asynchronous messaging interactions, converting them into meaningful staffing requirements through automated analysis of conversation patterns, duration, and complexity, thereby resolving the contradiction between operational simplicity and prediction accuracy.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Stability of the object's composition

If handling time calculations are applied to asynchronous messaging, then voice/chat interaction metrics are standardized, but measurement accuracy deteriorates due to intermittent communication patterns

Engineering Contradiction:
Improveinteraction metrics standardizationVSAvoidhandling time accuracy
Core Design Contradiction:
Stability of the object's compositionVSMeasurement precision

Solution Approach 1:

The patent changes the measurement parameters from fixed handling time (used in voice/chat) to dynamic messaging metrics that account for intermittent communication patterns. The system tracks multiple parameters including message frequency, conversation duration segments, response times, and interaction intensity, allowing accurate measurement of asynchronous messaging workload without forcing inappropriate standardization.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent applies dynamic measurement approaches that adapt to the variable nature of asynchronous messaging. Instead of static handling time calculations, the system continuously monitors and adjusts metrics based on real-time messaging patterns, conversation flow, and agent-messaging interactions, thereby maintaining measurement precision while accommodating the inherent instability of intermittent communication.

Inventive Principle:
Principle #15Dynamics

3Device complexity

If high-level generalities are used for staffing forecasts, then forecast simplicity is maintained, but service quality deterioration occurs due to lack of real-time tailoring

Engineering Contradiction:
Improveforecasting system complexityVSAvoidservice quality
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The patent implements preliminary analysis of messaging patterns and historical data to prepare forecasting models in advance. The system pre-processes messaging data, identifies seasonal patterns, and establishes baseline metrics before peak periods occur, enabling rapid generation of accurate, real-time staffing forecasts without requiring complex on-the-spot calculations, thus maintaining both simplicity and service quality.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent incorporates feedback loops that continuously monitor actual messaging volumes and staffing effectiveness, using this information to refine and update forecasting models in real-time. The system compares predicted versus actual staffing requirements and adjusts future forecasts accordingly, ensuring high service quality while maintaining manageable system complexity through iterative improvement rather than overwhelming complexity.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11531950B2Dynamic analytics and forecasting for messaging staff
Publication Date: 2022.12.20 LIVEPERSON INC
  • US11531950B2 patent drawing
  • US11531950B2 patent drawing
  • US11531950B2 patent drawing

AI summary

Systems and methods are provided for dynamic generation of staff analytics and forecasts based on skill and service level. Dynamic forecasting allows for forecast generation in real-time and may be based on historical data regarding skills and results, as well as data science to identify patterns and make predictions. The resulting staffing forecast may therefore provide for efficient management of messaging staff costs while preserving the desired service quality. The staffing forecast may include a volume forecast that is tailored to the unique nature of asynchronous messaging, as well as the unique messaging needs of the entity so as to efficiently manage messaging operations and make data-driven staffing decisions that take service level into account. An exemplary embodiment may include dynamic analytics tools that may use specified target and/or resource numbers (e.g., desired service level) for an existing messaging operation and get a detailed per-skill staffing forecast.