Social Media Interaction Manager for Support Case Routing

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Solution Overview

Problem

Companies face challenges in managing customer service interactions on social media, as most user comments are noise and do not require CRM case support, leading to inefficiencies in manual tracking and response by customer support agents.

Innovation Solution

An interaction manager system that automatically directs relevant social media comments into support cases, using a term weighting algorithm to identify and rank related cases, and manages conversations by starting a timer for user interactions, reducing noise by stopping irrelevant comments from being sent to support cases after a configured time period.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If customer support agents manually track and respond to all user comments on social media, then no relevant comments are missed, but the workload and time consumption increase significantly due to most comments being noise

Engineering Contradiction:
Improvecompleteness of comment responseVSAvoidagent workload efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system enables self-service by automatically filtering and routing comments without requiring manual review of every comment. The interaction manager autonomously evaluates comments using weighting algorithms, determines relevance, and directs them to appropriate support cases, allowing the system to serve itself in the comment management process.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The interaction manager acts as an intermediary between social media comments and the CRM system. It receives comments, evaluates their relevance using term weighting algorithms, and selectively routes only relevant comments to support cases, mediating between the high-volume comment stream and the limited-capability support agents.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If all user comments are directed to support cases, then all potential issues are captured, but noise and irrelevant comments overwhelm the support system

Engineering Contradiction:
Improveissue detection completenessVSAvoidsignal-to-noise ratio in support cases
Core Design Contradiction:
ReliabilityVSLoss of information

Solution Approach 1:

The system extracts only the relevant information from the comment stream by using term weighting algorithms to identify comments containing significant keywords or phrases. Irrelevant comments are extracted out and discarded, while only those containing valuable information are directed to support cases, maintaining a high signal-to-noise ratio.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system changes the parameter of comment relevance by dynamically adjusting weighting factors for different terms, users, and contexts. This allows the system to adaptively determine which comments are relevant based on changing conditions, such as product launches, seasonal issues, or user history, optimizing the filtering process.

Inventive Principle:
Principle #35Parameter changes

3Measurement precision

If customer support agents evaluate each comment individually, then accurate assessment of relevance is achieved, but time consumption and operational complexity increase

Engineering Contradiction:
Improvecomment relevance assessment accuracyVSAvoidcomment evaluation time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system performs preliminary action by pre-evaluating comments using automated term weighting algorithms before they reach support agents. The interaction manager calculates relevance scores, identifies key terms, and pre-sorts comments, so that when agents review comments, the most relevant ones are already at the top, reducing their evaluation time while maintaining accuracy.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system replaces the mechanical manual evaluation process with an automated computational system. Term weighting algorithms and machine learning models substitute for human agents' initial filtering work, using computational power to rapidly assess comment relevance based on multiple parameters including keyword frequency, user history, and contextual analysis.

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

4Reliability

If a large army of agents is hired to manage social media comments, then comprehensive coverage is achieved, but operational cost and system complexity increase

Engineering Contradiction:
Improvecomment management coverageVSAvoidsupport team structure complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The interaction manager provides multi-functionality by combining comment filtering, relevance evaluation, routing, and prioritization into a single automated system. This universal tool replaces the need for multiple specialized roles (initial screeners, evaluators, routers), simplifying the support team structure while maintaining comprehensive coverage through automated processes.

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

Data Source

PatentUS10521804B2Driving customer service interactions on social media
Publication Date: 2019.12.31 SALESFORCE INC
  • US10521804B2 patent drawing
  • US10521804B2 patent drawing
  • US10521804B2 patent drawing

AI summary

An interaction manager assigns messages posted on a social media website to a support case in a database system. A support agent may tag a message posted by a user for directing to the support case. The interaction manger assigns the tagged message to the support case and activates a timer to track a time period. During the time period, the interaction manager assigns other messages posted by the same user to the support case. The interaction manager may reset the time period whenever the support agent replies to one of the messages posted by the user or the support agent tags another one of the user messages for directing to the support case. The interaction manager reduces the burden of having to manually review and manage every message posted on the social media website.