Personalization Engine for Customer Communication Routing

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Solution Overview

Problem

Existing customer communication systems fail to provide personalized responses to customers, leading to a suboptimal customer experience and reduced loyalty, as they do not differentiate between one-time and repeat interactions effectively.

Innovation Solution

A personalization method and system that generates and associates personalization data with incoming customer communications, identifies customers, selects applicable rules with destinations, prepares data, and routes communications to appropriate destinations based on customer profiles and tags, using a statistical approach to handle missing or incomplete data.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If traditional customer communication systems are used, then system simplicity is maintained, but customer experience and personalization are insufficient

Engineering Contradiction:
Improvepersonalization capabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system segments customers into different categories (new customers, repeat customers, loyal customers) based on their interaction history and value. This segmentation enables personalized routing and response strategies for different customer groups, improving adaptability without requiring complete system redesign.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A personalization engine acts as an intermediary component between the incoming communication system and the destination routing system. This mediator analyzes customer data, applies personalization rules, and determines optimal routing destinations, adding personalization capability while isolating the core system from direct complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If personalized responses are implemented, then customer satisfaction improves, but processing time and system complexity increase

Engineering Contradiction:
Improvecustomer satisfactionVSAvoidprocessing time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by pre-segmenting customers and pre-determining routing rules based on their historical interactions. When a communication arrives, the personalization engine quickly matches the customer against pre-established segments and rules, significantly reducing real-time processing time while maintaining high personalization quality.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The personalization engine autonomously analyzes customer data, selects appropriate personalization rules, and determines routing destinations without requiring manual intervention. This self-service capability automates the personalization process, reducing processing time while maintaining high customer satisfaction through tailored responses.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If customer differentiation is implemented, then customer loyalty increases, but data processing requirements increase

Engineering Contradiction:
Improvecustomer differentiationVSAvoiddata processing load
Core Design Contradiction:
Adaptability or versatilityVSQuantity of substance

Solution Approach 1:

The system applies different levels of data processing and personalization analysis to different customer segments. High-value loyal customers receive comprehensive personalized analysis, while lower-priority customers receive standardized routing. This local quality approach ensures customer differentiation is achieved while optimizing data processing load based on customer importance.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS9247063B2Method and system for personalising responses to customer communications
Publication Date: 2016.01.26 TELEVOX INC
  • US9247063B2 patent drawing
  • US9247063B2 patent drawing
  • US9247063B2 patent drawing

AI summary

In one embodiment, the invention provides a method for personalizing a response to an incoming customer communication. The method includes identifying a customer based on an incoming customer communication; selecting a rule applicable to the incoming customer communication, the rule having a destination associated therewith; preparing data to facilitate processing of the incoming customer communication; and routing the call to the destination associated with the selected rule and sending the prepared data to the destination.