Multi-Session Meeting Optimization for Contact Center Staffing

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Solution Overview

Problem

Current contact center systems face challenges in optimizing the number of sessions for multi-session meetings based on agents' skill requirements, leading to potential understaffing or overstaffing during scheduled work-shifts.

Innovation Solution

A computer-implemented method and system that optimize the number of sessions for multi-session meetings by receiving input parameters such as time-range of scheduled work-shifts, maximum agents per session, skill-types, and buffer levels, and using a schedule manager Microservice to determine the optimal number of sessions based on agents' skill requirements, ensuring adequate staffing while minimizing waste.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the number of sessions is increased to ensure adequate staffing, then understaffing risk is reduced, but host time waste increases due to sessions with few agents

Engineering Contradiction:
Improvestaffing adequacyVSAvoidhost time waste
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The system dynamically changes the number of sessions parameter based on skill requirements and staffing needs. By calculating optimal session counts using algorithms that consider skill buffers and availability, the system adjusts session parameters to balance staffing adequacy with efficient host time utilization.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system implements feedback mechanisms by monitoring skill requirements, agent availability, and session outcomes. This feedback loop enables continuous optimization of session numbers, ensuring staffing needs are met while minimizing waste of host time through data-driven adjustments.

Inventive Principle:
Principle #23Feedback

2Loss of energy

If the number of sessions is decreased to reduce host time waste, then host efficiency improves, but understaffing risk increases

Engineering Contradiction:
Improvehost time efficiencyVSAvoidstaffing adequacy
Core Design Contradiction:
Loss of energyVSReliability

Solution Approach 1:

The system dynamically adjusts session parameters based on real-time skill requirements and staffing data. By optimizing the number of sessions using calculated buffers and availability metrics, the system reduces host time waste while maintaining adequate staffing levels through intelligent parameter management.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The system performs preliminary calculations of skill requirements and session optimization before scheduling meetings. By pre-calculating optimal session numbers based on forecasted skill needs and agent availability, the system prevents both understaffing and host time waste before sessions are scheduled.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If manual adjustment of sessions is performed to avoid understaffing, then staffing adequacy is maintained, but operational complexity increases

Engineering Contradiction:
Improvestaffing adequacyVSAvoidoperational complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system performs self-service by automatically calculating and adjusting session numbers based on skill requirements and staffing data. The automated algorithms eliminate the need for manual supervisor intervention, reducing operational complexity while maintaining staffing adequacy through intelligent self-management.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces manual mechanical adjustment processes with automated computational algorithms. By substituting supervisor manual calculations with computer-based optimization algorithms that consider skill buffers and availability, the system maintains staffing adequacy while dramatically reducing operational complexity.

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

4Reliability

If sessions are cancelled due to understaffing, then staffing requirements are met, but agent schedule stability deteriorates

Engineering Contradiction:
Improvestaffing requirement fulfillmentVSAvoidagent schedule stability
Core Design Contradiction:
ReliabilityVSStability of the object's composition

Solution Approach 1:

The system performs preliminary optimization calculations before scheduling sessions to ensure staffing requirements are met in advance. By pre-calculating optimal session numbers based on skill buffers and agent availability, the system prevents understaffing situations that would lead to cancellations and schedule instability.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system implements beforehand cushioning by incorporating skill buffers in the session optimization calculations. These pre-calculated buffers act as a cushion against variability in agent availability, ensuring staffing requirements are met without requiring last-minute cancellations that disrupt schedule stability.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Data Source

PatentUS20250124369A1System and method for optimizing a number of sessions of a multi-session meeting based on agents skill requirement during a time-range of schedueled work-shifts in a cloud-based contact center
Publication Date: 2025.04.17 NICE LTD
  • US20250124369A1 patent drawing
  • US20250124369A1 patent drawing
  • US20250124369A1 patent drawing

AI summary

A computer-implemented method for optimizing a number of sessions of a multi-session meeting based on agents skill requirement during a time-range of scheduled work-shifts, in a cloud-based contact center. The computer-implemented method includes receiving a time-range of scheduled work-shifts, a maximum number of agents in each session of the multi-session meeting, one or more skill-types and a buffer-level for each skill-type, operating a schedule manager MS to provide scheduled work-shifts of agents in the time-range of scheduled work-shifts that include open slots and net staffing data of each skill-type, determining a total number of agents, calculating a lower-bound of sessions and an upper-bound of sessions, iteratively determining a number of sessions of the multi-session meeting and allocating the total number of agents to the determined number of sessions of the multi-session meeting until an optimal number of sessions of the multi-session meeting is reached.