Real-Time Article Recommendation for Customer Service Agents

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Solution Overview

Problem

Customer service agents face delays in resolving issues due to the time-consuming process of searching through a knowledge base for relevant articles during communication sessions, which increases response times and decreases customer satisfaction.

Innovation Solution

A cloud platform generates an interface that obtains utterances from the conversation between agents and users, applies relevance models to select and present relevant articles from a database, combining scores from query retrieval, machine-learned models, and behavioral signals to quickly provide relevant articles to agents during live chat sessions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If agents manually search through a knowledge base to identify relevant articles, then they can find potential answers to customer issues, but the process becomes time-consuming and increases response times

Engineering Contradiction:
Improveaccuracy of article selectionVSAvoidtime to resolve issues
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system enables automatic article recommendation by combining multiple scoring mechanisms (query retrieval, machine learning models, and behavioral signals) that operate autonomously to identify and present relevant articles to agents, eliminating the need for manual searching while maintaining high accuracy in article selection

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the manual mechanical searching process with an automated computational system that uses machine learning models and behavioral signal analysis to rapidly identify relevant articles, substituting human effort with an intelligent automated retrieval system that operates in real-time

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

2Loss of information

If the system provides comprehensive knowledge base articles to agents, then agents have more information to resolve issues, but the interface becomes complex and harder to navigate

Engineering Contradiction:
Improvecompleteness of information providedVSAvoidinterface complexity
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The system applies different quality characteristics to different parts of the information presentation by providing comprehensive article content while using a simplified interface that highlights only the most relevant portions through targeted recommendations based on behavioral signals and machine learning scores, allowing agents to access complete information without being overwhelmed by interface complexity

Inventive Principle:
Principle #3Local quality

3Measurement precision

If the system uses multiple relevance models and behavioral signals to select articles, then the accuracy of article recommendation improves, but the computational complexity and processing time increase

Engineering Contradiction:
Improverelevance scoring accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the relevance scoring process into distinct independent components (query retrieval model, machine learning relevance model, and behavioral signal analysis) that can be computed separately and then combined, allowing each component to be optimized independently while maintaining overall system accuracy and managing computational complexity through modular architecture

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS12153640B2Machine-learning based document recommendation for online real-time communication system
Publication Date: 2024.11.26 SALESFORCE INC
  • US12153640B2 patent drawing
  • US12153640B2 patent drawing
  • US12153640B2 patent drawing

AI summary

A cloud platform establishes a communication session between an agent and a user. The communication session is over an electrical medium. The cloud platform generates an interface on a client device associated with the agent. A first portion of the interface is configured to exchange messages between the agent and the user for a conversation or otherwise transcribe a conversation between the agent and the user. The cloud platform obtains, at a first time, a set of utterances from a transcript of the conversation. The cloud platform accesses a database including a plurality of articles. The cloud platform generates relevance scores between the conversation and the plurality of articles. The cloud platform then selects a subset of articles having relevance scores above a threshold value or proportion. The identified articles are presented on a second portion of the interface.