Conversational Virtual Assistant for Contact Center Routing

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Solution Overview

Problem

Users often become frustrated when navigating websites or mobile applications to find information or services, leading to inefficient interactions with IVR systems and potential misdirection to unqualified representatives, creating a dilemma for companies seeking to balance self-service efficiency with customer assistance.

Innovation Solution

A conversational virtual assistant that provides personalized, real-time assistance by using user information and contact center data to offer accurate navigation and action options, reducing call times and improving user experience through adaptable contact menus across multiple channels.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If users navigate websites or mobile applications to find information, then self-service efficiency is improved, but users become frustrated and may misdirect to unqualified representatives

Engineering Contradiction:
Improveself-service efficiencyVSAvoiduser frustration
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent introduces a virtual assistant as an intermediary between users and customer service representatives. The virtual assistant analyzes user queries, determines appropriate representatives, and routes users accordingly. This mediator prevents users from becoming frustrated by navigating complex websites or being misdirected to unqualified representatives, while still maintaining self-service efficiency through automated triage and routing capabilities.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Loss of energy

If companies direct users to self-service options, then operational costs are reduced, but users may require human assistance for complex issues

Engineering Contradiction:
Improveoperational costsVSAvoiduser assistance flexibility
Core Design Contradiction:
Loss of energyVSAdaptability or versatility

Solution Approach 1:

The patent implements a dynamic routing system that adapts to user needs in real-time. The virtual assistant assesses the complexity of user issues and dynamically determines whether self-service or human assistance is appropriate. This dynamic approach allows companies to reduce operational costs by directing simple queries to automated systems while maintaining flexibility to provide human assistance when needed, thus balancing cost reduction with service quality.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system incorporates feedback mechanisms where the virtual assistant continuously monitors user interactions and adjusts routing decisions based on user responses and issue complexity. This feedback loop ensures that users receive appropriate level of assistance - automated self-service for straightforward issues and human representatives for complex problems - thereby optimizing both cost efficiency and user satisfaction.

Inventive Principle:
Principle #23Feedback

3Extent of automation

If IVR systems are used for customer service, then automated routing is improved, but users experience wait times and may not reach the correct representative

Engineering Contradiction:
Improveautomated routingVSAvoidcall wait time
Core Design Contradiction:
Extent of automationVSLoss of time

Solution Approach 1:

The patent applies preliminary action by having the virtual assistant analyze and route user queries before they reach human representatives. The system pre-processes user inputs, determines the appropriate representative or self-service option, and prepares routing information in advance. This preliminary analysis eliminates traditional IVR wait times and ensures users are quickly connected to the correct representative or appropriate self-service resources, significantly reducing overall call handling time.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS12019954B1Conversational virtual assistant
Publication Date: 2024.06.25 UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
  • US12019954B1 patent drawing
  • US12019954B1 patent drawing
  • US12019954B1 patent drawing

AI summary

Methods and systems described in this disclosure receive a request for assistance from a device associated with a user, launch a conversational virtual assistant on the device, determine at least one potential subject of the request based on information associated with the user and a tab or webpage from which the conversational virtual assistant is launched, receive a verification of the subject of the request, create a contact menu with options for receiving the assistance, and receive a selection of one of the options.