Predictive Intent Routing for Customer Service Efficiency

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Solution Overview

Problem

Traditional customer service systems are cumbersome and time-consuming, often requiring customers to navigate through automated voice systems and verify their identity multiple times, leading to long wait times and connecting them with representatives who may not be equipped to handle their specific issues.

Innovation Solution

A customer service management system that verifies customer identity and determines their intent using predictive modules and natural language intent systems, routing them directly to suitable representatives, thereby reducing wait times and improving interaction efficiency.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional automated voice systems and manual verification processes are used, then customer service can be provided, but customer wait times increase and interaction efficiency decreases

Engineering Contradiction:
Improvecustomer service interaction efficiencyVSAvoidcustomer wait time
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by verifying customer identity and determining service intent before the customer is connected to a representative. The predictive intent module analyzes customer inputs, account data, and interaction history to pre-determine the likely service need, allowing the system to route the customer to the appropriate representative in advance, eliminating wait times and improving interaction efficiency.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system enables self-service by allowing customers to provide inputs through various channels (voice, text, keyboard) that are automatically processed by the predictive intent module. The system autonomously verifies identity, determines intent, selects representatives, and prepares interaction context without requiring customer effort beyond providing initial inputs, thereby reducing wait times and improving efficiency.

Inventive Principle:
Principle #25Self-service

2Reliability

If traditional routing systems are used, then customers can be connected to representatives, but customers may be connected to representatives who are not equipped to handle their specific issues

Engineering Contradiction:
Improverepresentative issue resolution capabilityVSAvoidrouting system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system uses feedback mechanisms by continuously analyzing customer inputs, account data, and interaction history to refine intent determination. The predictive intent module processes this feedback in real-time to accurately identify customer needs and match them with appropriately trained representatives, ensuring reliable issue resolution while managing routing complexity through intelligent algorithms.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system changes parameters by transforming raw customer inputs into structured intent categories through the predictive intent module. It converts unstructured data (voice, text, keyboard inputs) into standardized parameters that can be systematically matched with representative expertise, improving routing accuracy without proportionally increasing system complexity.

Inventive Principle:
Principle #35Parameter changes

3Measurement precision

If comprehensive customer verification and intent analysis are performed, then accurate representative routing is achieved, but system processing complexity increases

Engineering Contradiction:
Improvecustomer intent identification accuracyVSAvoidpredictive processing system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The predictive intent module serves multiple functions simultaneously: it verifies customer identity, analyzes intent from various input types (voice, text, keyboard), processes account data, and generates routing decisions. This multi-functionality achieves high measurement precision for intent identification while containing system complexity by consolidating multiple processing tasks into a single integrated module.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS10453032B1Customer service management system and method
Publication Date: 2019.10.22 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US10453032B1 patent drawing
  • US10453032B1 patent drawing
  • US10453032B1 patent drawing

AI summary

Embodiments of the present disclosure relate to a method that includes receiving customer identification information, verifying a customer identity using the customer identification information, receiving inputs related to customer intent from a predictive intent module, processing the inputs related to the customer intent to select a customer service representative from a plurality of customer service representatives, delivering the inputs related to the customer intent to the customer service representative, and connecting a customer device to the customer service representative to facilitate an interaction.