Selective Screen Capture Recording for Call Handling Platforms

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Solution Overview

Problem

Current systems for customer communication handling struggle to selectively record interactions efficiently, as recording all sessions is costly and resource-intensive, and existing mechanisms lack the ability to dynamically trigger recording based on customer satisfaction levels during interactions with automated response systems or human agents.

Innovation Solution

A call handling platform that uses an IVR module to compute an experience score for callers, routing calls to human agents and initiating selective recording of screen captures based on satisfaction thresholds, allowing for dynamic recording triggers during interactions with automated response systems or human agents.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If all customer interactions are recorded, then complete customer management and analysis is improved, but storage costs and resource consumption increase significantly

Engineering Contradiction:
Improvecustomer management effectivenessVSAvoidstorage capacity required
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The system applies different recording quality levels to different customer interactions based on their characteristics. High-quality recording (screen captures) is applied only to interactions meeting specific criteria (dissatisfied customers, sensitive data exchange), while standard recording (audio only) is applied to other interactions. This selective approach maintains adequate customer management coverage while significantly reducing overall storage requirements.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system changes the recording parameter (recording mode) dynamically based on interaction characteristics. The call handling platform evaluates interaction parameters such as customer satisfaction scores, interaction duration, and data sensitivity, then adjusts the recording parameter accordingly - using screen captures for high-priority interactions and audio-only recording for standard interactions, thereby optimizing the balance between management effectiveness and storage consumption.

Inventive Principle:
Principle #35Parameter changes

2Loss of energy

If recording is triggered dynamically based on satisfaction thresholds, then resource usage is minimized, but system complexity increases

Engineering Contradiction:
Improveresource consumptionVSAvoidsystem complexity
Core Design Contradiction:
Loss of energyVSDevice complexity

Solution Approach 1:

The system performs preliminary evaluation of interaction characteristics before initiating recording. The call handling platform assesses parameters such as customer satisfaction scores, interaction type, and data sensitivity in advance to determine whether recording should be triggered. This preliminary action enables dynamic resource allocation while managing system complexity through predefined evaluation criteria and automated decision logic.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system incorporates feedback mechanisms where the call handling platform continuously monitors interaction parameters (such as satisfaction scores) and adjusts recording decisions accordingly. The platform receives feedback about interaction quality and customer sentiment, then modifies recording triggers based on this feedback, creating a closed-loop system that optimizes resource usage while managing complexity through automated feedback processing.

Inventive Principle:
Principle #23Feedback

3Reliability

If screen captures are recorded during sensitive data exchange, then data security and compliance are improved, but recording duration and storage needs increase

Engineering Contradiction:
Improvedata securityVSAvoidrecording duration
Core Design Contradiction:
ReliabilityVSDuration of action of moving object

Solution Approach 1:

The system applies screen capture recording specifically to portions of interactions involving sensitive data exchange, rather than recording the entire interaction. The call handling platform identifies segments of the interaction where sensitive data is being exchanged and applies high-quality recording only to those segments, maintaining data security and compliance while minimizing overall recording duration and storage requirements.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The system segments the interaction timeline into different phases and applies recording at appropriate segments. The call handling platform analyzes the interaction flow to identify when sensitive data exchange occurs and initiates screen capture recording only at those specific segments, rather than continuously recording throughout the entire interaction. This segmentation approach maintains security compliance while reducing recording duration.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS9860379B2Recording user communications
Publication Date: 2018.01.02 GENESYS CLOUD SERVICES INC
  • US9860379B2 patent drawing
  • US9860379B2 patent drawing
  • US9860379B2 patent drawing

AI summary

A call handling platform receives a call placed by a caller, collects data points based on the caller's interaction with an interactive voice response module, and computes an experience score for the caller using the data points. The call handling platform compares the experience score to a predetermined first threshold that indicates a first level of caller satisfaction. The call handling platform determines whether an option is enabled for recording screen captures of a display screen coupled to a machine used by a human agent. Upon determining that the caller has a lower level of satisfaction than the first level of satisfaction, the call handling platform routes the call to a human agent. Based on determining that the option for recording screen captures is enabled, the call handling platform initiates recording of screen captures of a display screen coupled to a machine used by the human agent.