ML Interaction Scoring for Consistent Agent Quality Evaluation

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Solution Overview

Problem

Existing manual evaluation methods for agent-customer interactions in service-based industries are inconsistent, incomplete, and prone to human bias, making it difficult to assess agent performance comprehensively and scalably, which can lead to reduced customer satisfaction and profitability.

Innovation Solution

An automated system using machine learning models to generate an interaction quality score, comprising a conversation score and a service score, based on dimensions such as fluency, relevance, appropriateness, informativeness, assurance, responsiveness, and empathy, to evaluate agent performance objectively and comprehensively.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If manual evaluation forms with multiple questions are used to evaluate agent-customer interactions, then comprehensive evaluation coverage is achieved, but evaluation consistency and reliability deteriorate due to human bias and variability

Engineering Contradiction:
Improvecomprehensive evaluation coverageVSAvoidevaluation consistency
Core Design Contradiction:
Loss of informationVSReliability

Solution Approach 1:

The patent replaces the manual human evaluation system with an automated machine learning-based evaluation system. The system uses natural language processing to analyze interaction transcripts and automatically generates scores for multiple dimensions including service quality, conversation quality, and compliance, eliminating human bias while maintaining comprehensive evaluation coverage

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

Solution Approach 2:

The system creates multiple copies of evaluation criteria across different dimensions (service quality, conversation quality, compliance) and applies them systematically to each interaction through automated scoring, ensuring consistent application of evaluation standards across all agent-customer interactions

Inventive Principle:
Principle #26Copying

2Measurement precision

If manual evaluation of each interaction is performed to assess agent performance, then detailed feedback is obtained, but evaluation speed and productivity deteriorate

Engineering Contradiction:
Improvedetailed feedback qualityVSAvoidevaluation speed
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The system replaces time-consuming manual evaluation with automated machine learning models that can process multiple interaction transcripts simultaneously, generating detailed feedback scores for numerous dimensions instantly, thus maintaining measurement precision while dramatically improving evaluation productivity

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

Solution Approach 2:

The system evaluates interactions across multiple dimensions beyond what a single human evaluator could practically assess, including service quality, conversation quality, compliance, and various sub-dimensions, providing excessively comprehensive feedback that enhances precision without sacrificing speed

Inventive Principle:
Principle #16Partial or excessive action

3Productivity

If automated evaluation using machine learning is implemented, then evaluation speed and consistency are improved, but system complexity increases

Engineering Contradiction:
Improveevaluation speedVSAvoidsystem complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The evaluation system is segmented into distinct modular components: natural language processing module for transcript analysis, machine learning scoring models for different dimensions, and feedback generation modules. Each component handles specific tasks independently, making the complex system manageable and maintainable while achieving high productivity

Inventive Principle:
Principle #1Segmentation

4Measurement precision

If multiple evaluation dimensions are analyzed to provide comprehensive feedback, then evaluation accuracy is improved, but computational requirements and processing time increase

Engineering Contradiction:
Improveevaluation accuracyVSAvoidcomputational resources
Core Design Contradiction:
Measurement precisionVSUse of energy by moving object

Solution Approach 1:

The system implements a tiered evaluation approach where essential dimensions (service quality, conversation quality, compliance) are evaluated with high precision using sophisticated machine learning models, while less critical dimensions use simpler evaluation methods, achieving good overall accuracy with optimized computational resource usage

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS20260057395A1System and method for automatically evaluating and scoring the quality of agent-customer interactions
Publication Date: 2026.02.26 CALABRIO INC
  • US20260057395A1 patent drawing
  • US20260057395A1 patent drawing
  • US20260057395A1 patent drawing

AI summary

The present disclosure relates to automatically evaluating an agent-customer interaction utilizing aspects of machine learning to score the quality of the interaction. In some embodiments, one or more machine learning models are utilized to generate an interaction quality score which is a comprehensive evaluation of agent performance during the interaction. The interaction quality score is a combination of two sub-scores, a conversation score and service score which are each based on one or more dimension scores. The conversation score is a measure of how well the agent engages with the customer during the interaction. The service score is an evaluation of the quality of the agent's service during the interaction in terms of customer's perception of the agent's performance. Each of the conversation score and service score are determined by an analysis of one or more dimensions such as fluency, relevance, appropriateness, informativeness, assurance, responsiveness, empathy, compliance, and sentiment.