Reserve Agent Management System for Contact Center Scheduling

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Solution Overview

Problem

Contact centers face challenges in managing agent resources effectively, particularly during fluctuations in call volumes, as existing scheduling techniques often result in deficiencies due to factors like agent absences or unexpected changes in call volume, necessitating a flexible and efficient mechanism to allocate resources.

Innovation Solution

A reserve agent management system allows agents to define reserve schedules indicating available off-hours for recall, enabling contact centers to determine and address resource deficiencies by inviting agents to work during these times, with mechanisms for prioritizing and managing reserve schedules, including shifting breaks and cancelling training sessions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If traditional scheduling techniques are used to allocate agents, then the schedule is stable and easy to manage, but agent resource deficiencies occur during call volume fluctuations or unexpected absences

Engineering Contradiction:
Improveflexibility in allocating agent resourcesVSAvoidcomplexity of scheduling management
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system performs preliminary actions by identifying and notifying potential replacement agents in advance of actual scheduling needs. The reserve agent list is pre-populated with eligible agents, and the system proactively reaches out to them when deficiencies are detected, rather than waiting for last-minute scheduling decisions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The scheduling system transitions from static traditional scheduling to dynamic adaptive scheduling. The system continuously monitors call volumes and agent availability, automatically adjusting agent allocations in real-time based on current conditions, allowing the schedule to flow and adapt rather than remaining fixed.

Inventive Principle:
Principle #15Dynamics

2Productivity

If agents are scheduled for fixed shifts with staggered breaks, then agent availability is predictable, but the system cannot respond to unexpected call volume changes or agent absences

Engineering Contradiction:
Improveagent resource utilizationVSAvoidtime to reallocate agents during deficiencies
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The system implements continuous feedback loops by monitoring call volumes, agent performance metrics, and availability data in real-time. This feedback drives automatic scheduling adjustments, allowing the system to detect deficiencies and reallocate agents promptly based on current operational conditions rather than relying on predetermined schedules.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The scheduling system performs self-service by automatically detecting agent deficiencies and reallocating resources without requiring manual administrator intervention. The system autonomously identifies suitable agents from the reserve list, notifies them, and integrates them into the schedule, enabling the scheduling function to serve itself.

Inventive Principle:
Principle #25Self-service

3Ease of operation

If manual scheduling methods are used, then administrative control is maintained, but the speed and efficiency of agent reallocation is reduced

Engineering Contradiction:
Improveease of schedule managementVSAvoidspeed of agent reallocation
Core Design Contradiction:
Ease of operationVSSpeed

Solution Approach 1:

The system replaces manual mechanical scheduling processes with automated electronic systems. Instead of administrators manually reviewing schedules and contacting agents, the system uses automated algorithms to identify deficiencies, select appropriate agents from the reserve list, send electronic notifications, and update schedules, dramatically increasing reallocation speed while reducing administrative burden.

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

Data Source

PatentUS8867728B2Managing reserve agents in a contact center
Publication Date: 2014.10.21 ALVARIA INC
  • US8867728B2 patent drawing
  • US8867728B2 patent drawing
  • US8867728B2 patent drawing

AI summary

A reserve agent management system (“RAMS”) allows a user, such as a contact center agent or administrator, to access and edit a reserve schedule. In one embodiment, the reserve schedule indicates times, called reserve times, during the agent's off-hours when the agent would be willing to receive a recall invitation and potentially return to work. When, during operation of the contact center, a determination is made that additional agent resources are needed, agents having compatible reserve times are notified and invited to be recalled. Agents responding and agreeing to be recalled are then recalled by being scheduled to work at certain recall times. In another embodiment, agent's break times can be shifted to potentially accommodate unexpected changes in the required agent resources. The RAMS allows administrators and agents a limited amount of flexibility in adapting agent work schedules to accommodate unplanned needs for agent resources.