Persona-Based Agent Interaction System for Online Visitors

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Solution Overview

Problem

Existing online interaction systems fail to provide personalized experiences for online visitors, as conversational agents are not trained to handle diverse visitor personas, leading to suboptimal interactions and potential abandonment of conversations.

Innovation Solution

A method and apparatus that extract persona-related attributes from textual transcripts of interactions between agents and online visitors, generate feature vector data representations, classify visitors into persona-based clusters, and train Recurrent Neural Network (RNN) models to mimic visitor personas, enabling persona-based agent interactions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a standard treatment is provided to all online visitors, then the system operation is simple, but the interaction experience deteriorates for visitors with specific personas

Engineering Contradiction:
Improvesystem operation simplicityVSAvoidinteraction experience adaptability
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The patent segments online visitors into different persona-based clusters (e.g., convenience customers, deal-seekers, information seekers) and provides customized treatments for each cluster. This segmentation enables the system to adapt interactions to specific visitor needs while maintaining operational simplicity through automated classification.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system changes the parameter of treatment customization by using machine learning models to dynamically adjust interactions based on predicted visitor personas. Instead of a fixed standard treatment, the system varies treatment parameters (chatbot vs. human agent, type of information provided) based on persona predictions.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If conversational agents are trained to handle diverse visitor personas, then the interaction quality improves, but the device complexity increases

Engineering Contradiction:
Improveinteraction qualityVSAvoidagent training complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system performs preliminary classification of visitors into persona-based clusters before routing them to appropriate agents. Machine learning models predict visitor personas in advance, allowing agents to be pre-prepared with relevant context and customization options, thereby improving interaction quality without requiring complex real-time adaptation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces an intermediary machine learning system that acts as a mediator between visitors and agents. This intermediary predicts visitor personas and provides guidance to agents, simplifying the agent's task while improving interaction quality. The intermediary handles the complexity of persona analysis separately from the interaction process.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If persona-based clustering is implemented, then the personalization accuracy improves, but the data processing time increases

Engineering Contradiction:
Improvepersona classification accuracyVSAvoiddata processing time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system implements partial persona-based clustering by focusing on key persona attributes relevant to treatment customization rather than analyzing all possible visitor characteristics. This selective approach maintains classification accuracy for decision-critical attributes while reducing overall data processing time.

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS11257496B2Method and apparatus for facilitating persona-based agent interactions with online visitors
Publication Date: 2022.02.22 24 7 AI INC
  • US11257496B2 patent drawing
  • US11257496B2 patent drawing
  • US11257496B2 patent drawing

AI summary

A method and apparatus for facilitating persona-based agent interactions with online visitors is disclosed. A plurality of persona related attributes is extracted from a textual transcript of each interaction between an agent of an enterprise and an online visitor. A feature vector data representation is generated based on the plurality of persona related attributes extracted from each interaction to configure a plurality of feature vector data representations. The plurality of feature vector data representations is classified based on a plurality of persona-based clusters, which enables classification of the plurality of online visitors into the plurality of persona-based clusters. A learning model is trained for each persona-based cluster using utterances of online visitors classified into a respective persona-based cluster. The learning model is trained to mimic a visitor persona representative of the respective persona-based cluster. The trained learning model is configured to facilitate the persona-based agent interactions with the online visitors.