Nested Decision Tree Framework for Agent Action Ranking
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Solution Overview
Problem
Determining and ranking recommended actions for enterprise tasks is challenging due to difficulties in communicating context-specific conditions, such as customer focus and historical data, which affects the relevance and efficiency of task completion.
Innovation Solution
Systems and methods that determine and rank recommended actions based on context-specific conditions, including customer attributes, calculated attributes, and business interests, while linking outcomes from executed actions to related actions to avoid redundant information entry.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If multiple recommended actions are generated and ranked for enterprise tasks, then task resolution efficiency is improved, but the complexity of determining and communicating context-specific conditions increases
Solution Approach 1:
The system segments the complex task of determining recommended actions into distinct components: context attribute identification, condition evaluation, action generation, and ranking. Each component processes specific aspects independently, making the overall system more manageable despite handling multiple context-specific conditions
Solution Approach 2:
The patent introduces an intermediary ranking mechanism that mediates between multiple context-specific conditions and the final recommended actions. This intermediary layer evaluates and prioritizes actions based on weighted conditions, simplifying the communication between complex contextual factors and actionable recommendations
2Loss of time
If information is communicated between executed recommended actions and related recommended actions, then redundant information entry is reduced, but the complexity of linking outcomes increases
Solution Approach 1:
The system merges the information flow between executed actions and related actions by combining outcome data from completed tasks with the context of subsequent recommended actions. This merging allows automatic population of fields in related actions without requiring separate data entry, reducing redundancy while managing complexity through integrated processing
Data Source
AI summary
A system includes one or more client instances of a client hosted by a platform, in which the one or more client instances include an agent portal. The agent portal may receive a request from a customer related to a customer issue, determine a context for the customer issue based on one or more attributes, and determine a subset of actions as recommended actions based on factors to resolve the customer issue. The factors may include the context, historical data associated with the customer, and/or a client interest associated with the client. Moreover, the agent portal may rank the recommended actions as ranked recommended actions, display the ranked recommended actions for selection by the agent, and provide a guidance corresponding to a selected recommended action.


