Visitor Prioritization System for Live Chat Support

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Website operators face challenges in providing effective live, human-assisted support to a large number of visitors due to insufficient agents, necessitating a system to prioritize and group visitors for optimal engagement.

Innovation Solution

A networked communication system that uses experiential data to prioritize visitors based on factors like time spent on pages, browser type, and interaction history, allowing agents to select high-priority visitors for live chat through intuitive interfaces and visual representations, and extends this prioritization to email users based on email activity.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If live-chat support is provided to all visitors, then visitor experience is improved, but agent resources are insufficient to handle the volume

Engineering Contradiction:
Improvevisitor experience qualityVSAvoidagent availability
Core Design Contradiction:
ReliabilityVSQuantity of substance

Solution Approach 1:

The patent segments visitors into different priority groups based on their behavior, demographics, and engagement metrics. This segmentation allows agents to focus on high-priority visitors who are most likely to convert, rather than attempting to serve all visitors equally. The system divides the visitor population into tiers (e.g., high, medium, low priority) and routes them to appropriate support channels or agents.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent changes the parameter of visitor prioritization by introducing multiple scoring dimensions (behavioral metrics, demographic data, engagement level, conversion probability). These parameter changes enable the system to dynamically rank visitors and allocate agent resources to those with the highest potential value, resolving the contradiction between limited agent availability and the need for quality support.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If agents manually review all visitor interactions to prioritize support, then support quality is improved, but time consumption increases

Engineering Contradiction:
Improvesupport qualityVSAvoidagent time consumption
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent performs preliminary prioritization actions by automatically analyzing visitor behavior data, demographic information, and engagement metrics before agents need to review interactions. The system pre-calculates priority scores and pre-ranks visitors, so agents receive a pre-sorted list of high-priority visitors rather than having to manually evaluate all interactions. This preliminary automated analysis significantly reduces agent time consumption while maintaining support quality.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent introduces an intermediary automated prioritization system that acts as a mediator between visitor interactions and agent review. This intermediary layer processes and scores visitor data using algorithms that analyze multiple parameters (time on site, pages viewed, demographic matching, conversion history), presenting a filtered and ranked list to agents. This intermediary eliminates the need for agents to manually review all interactions while preserving support quality through intelligent automated filtering.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If prioritization criteria are made complex to accurately identify high-value visitors, then conversion accuracy is improved, but system complexity increases

Engineering Contradiction:
Improvevisitor value identification accuracyVSAvoidprioritization system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the prioritization criteria into distinct modular components: behavioral metrics (time on site, pages viewed), demographic data (age, location, device), engagement level (interaction frequency, conversion history), and conversion probability scores. Each segment can be independently configured and weighted, allowing the system to achieve high measurement precision through multiple focused parameters rather than one complex monolithic criterion.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent creates a universal prioritization framework that can accommodate multiple types of criteria (behavioral, demographic, engagement, conversion) within a single unified scoring system. This multi-functional approach allows the same system structure to handle diverse data types and prioritization needs, achieving high accuracy without proportionally increasing system complexity. The unified framework can be configured for different business contexts while maintaining a consistent underlying architecture.

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

Data Source

PatentUS11132727B2Methods and systems for grouping and prioritization of leads, potential customers and customers
Publication Date: 2021.09.28 ZOHO OFFICE SUITE
  • US11132727B2 patent drawing
  • US11132727B2 patent drawing
  • US11132727B2 patent drawing

AI summary

A networked communication system allows a vendor that maintains a web site to prioritize, select, and establish human-assisted interaction with visitors to the website. The vendor's human help agents are provided with intuitive interfaces that depict visitor priority based on agent-specific ranking rules. Agents can manage these rules to optimize their performance in responding to visitors, and thus improve the quality of visitors' experiences.