Abstract:
A method for transmitting choices to a caller has steps of (a) interacting by voice with a caller using a communication device; (b) encountering a point in the interaction that a choice between two or more options is to be provided to the caller; (c) determining if the caller&#39;s communication device is capable of receiving a text message; (d) selecting a compatible text message comprising the options; (e) associating with the text message a text message destination address to the caller&#39;s device; and (f) transmitting the text message to the caller&#39;s device. The interaction may be by IVR or by a live agent.

Description:
BACKGROUND OF THE INVENTION 
       [0001]    1. Field of the Invention 
         [0002]    The present invention is in the field of telephony communications including data network telephony (DNT) and pertains particularly to methods and a system for dynamic addition of a visual channel during a voice interaction. 
         [0003]    2. Discussion of the State of the Art 
         [0004]    In the art of telephony, there are call centers that specialize in processing telephone calls. A state-of-art call center has access to a central telephone switch and a local area network (LAN) supporting telephony equipment such as telephones, computing appliances, servers, and the like. In most such call centers, an interactive voice response (IVR) unit is accessible to the center for intercepting calls destined for the center. 
         [0005]    The IVR unit is typically adapted for customer self service. However, IVR units may be used to screen callers for routing to live agents within the call center or working remotely from the center but connected to the center by a wireless or wired carrier network. 
         [0006]    In IVR interaction, a voice application is played for the caller and the caller interacts with menu options that the caller hears the voice platform play. Interaction with such enunciated voice menus can be difficult. This is partly due to confusion because of the recitation of many options presented serially to the caller through the voice interface. Often a caller must replay the menu and listen to the available options again and again before selecting one. This creates delay in the system that could lead to delay in call processing and to reduction of call processing efficiency. 
         [0007]    Therefore, what is clearly needed is a system for enabling dynamic addition of a visual channel to a voice transaction in process so that menu options may be presented over the visual channel and may display at the caller&#39;s end , enabling quicker, more efficient and error free interaction with the system. Such a system would reduce call processing delays and increase overall call processing efficiency within the call center. 
       SUMMARY OF THE INVENTION 
       [0008]    The problem stated above is that efficiency is desirable for an interactive voice response (IVR) system operating in a telephony environment, but many of the conventional methods for voice interaction with called or calling parties, such as by traditional voice-based interactive voice response units, also create delays. The inventors therefore considered functional components of an IVR system, looking for elements that exhibit interoperability that could potentially be harnessed to provide a more efficient IVR experience, but in a manner that would not create confusion or add delays. 
         [0009]    Every IVR system is enabled by one or more voice applications, one by-product of which is an abundance of users interacting with the system with at least a portion thereof finding the interactive experience confusing requiring frequent repetition of IVR menus. Most such systems employ voice applications which execute at the time of interception of caller by the IVR system. Voice applications and application servers are typically a part of such apparatus. 
         [0010]    The present inventor realized in an inventive moment that if, at the point of caller intercept, IVR menu options could be simultaneously presented to callers over a text channel in addition to the voice channel, significant efficiency in the overall IVR call processing might result. The inventor therefore constructed a unique IVR system for interacting with potential customers in a telephony environment that allowed menu options to be vocalized to customers and presented visually to those same customers through a text messaging interface. A significant reduction of work results, with no impediment to the business process created. 
         [0011]    Accordingly, in one embodiment of the present invention, a method for transmitting choices to a caller is provided, comprising the steps of (a) interacting by voice with a caller using a communication device; (b) encountering a point in the interaction that a choice between two or more options is to be provided to the caller; (c) determining if the caller&#39;s communication device is capable of receiving a text message; (d) selecting a compatible text message comprising the options; (e) associating with the text message a text message destination address to the caller&#39;s device; and (f) transmitting the text message to the caller&#39;s device. 
         [0012]    In one embodiment of the method, in step (a), interaction by voice with the caller is by an interactive voice response (IVR) system utilizing a voice application. In this embodiment individual portions of the IVR script providing choices by voice are tagged as associated with text messages providing the same choices, and when such a portion is encountered in the transaction, the associated text message is sent to the caller&#39;s device using the text message destination address. Determination may be made by a voice query to the caller, answered by the caller. 
         [0013]    In another embodiment, in, in step (a), interaction by voice with the caller is by a live agent at a station to which the call is routed. In this embodiment the the live agent operates a computerized appliance executing a desktop application, and the desktop application provides standardized text messages of choices the live agent may wish to communicate to the caller, and when the live agent encounters a point in the voice interaction where the agent determines to send a choice to the caller, the agent is enabled to select the associated text message and enter the text message destination address of the caller to send the text message. 
         [0014]    In another aspect of the invention a system for transmitting choices to a caller using a communication device is provided, comprising a switch receiving a voice call from the caller, an end point having voice interaction capability to which the call is routed from the switch, software operating at the end point having access to standardized text messages offering options. A determination is made as to whether the caller&#39;s communication device is enabled to receive text messages, and, upon encountering a point in the transaction with the caller that a choice between two or more options is to be provided to the caller, a compatible text message comprising the options is selected, a text message destination address to the caller&#39;s device is associated with the text message, and the text message is transmitted to the caller&#39;s device. 
         [0015]    In one embodiment of the system the end point is an interactive voice response (IVR) system utilizing a voice application. IN this embodiment individual portions of the IVR script providing options by voice are tagged as associated with text messages providing the same options, and when such a portion is encountered in the transaction, the associated text message is sent to the caller&#39;s device using the text message destination address. Determination of whether the caller&#39;s device can accept text messages may be made by a voice query to the caller, answered by the caller. 
         [0016]    In another embodiment of the system the end point is a station where the call is connected to a live agent for voice response. In this embodiment the live agent operates a computerized appliance executing a desktop application, and the desktop application provides standardized text messages of choices the live agent may wish to communicate to the caller, and when the live agent encounters a point in the voice interaction where the agent determines to send a choice to the caller, the agent is enabled to select the associated text message and enter the text message destination address of the caller to send the text message. 
     
    
     
       BRIEF DESCRIPTION OF THE DRAWING FIGURES 
         [0017]      FIG. 1  is an architectural overview of a communications network supporting dynamic multi-channel customer service according to an embodiment of the present invention. 
           [0018]      FIG. 2  is a process flow chart illustrating steps for dynamically adding and operating a visual channel to a customer service voice application. 
           [0019]      FIG. 3  is a process flow chart illustrating steps for servicing a customer using two or more IVR channels according to an embodiment of the present invention. 
           [0020]      FIG. 4  is an architectural overview of a communications network supporting dynamic multi-channel customer service according to another embodiment of the present invention. 
           [0021]      FIG. 5  is a process flow chart illustrating steps for live interaction with a customer using two or more channels according to an embodiment of the present invention. 
       
    
    
     DETAILED DESCRIPTION 
       [0022]    The inventors provide a unique interactive multi-modal customer service system for a call center that enables dynamic addition of a visual channel for interaction in addition to an established voice channel. The system and methods of the present invention are described in enabling detail below using the following examples, which may describe more than one embodiment of the present invention. 
         [0023]      FIG. 1  is an architectural overview of a communications network  100  supporting dynamic multi-channel customer service according to an embodiment of the present invention. Communications network  100  includes a public switched telephony network (PSTN)  101 , a connected wireless carrier network (WCN)  102 , and a connected call center (CC)  103 . PSTN  101  may be a private telephony network instead of the public switched network without departing from the spirit and scope of the present invention. 
         [0024]    Call center  103  represents any enterprise call center or contracted center that interfaces with customers and processes transactions involving those customers. CC  103  has a local area network (LAN)  117  provided therein and adapted for Internet communication using transfer control protocol over Internet protocol (TCP/IP) and like Internet transport and communications protocols. CC  103  may have connections to both the Internet and to the public telephone network without departing from the spirit and scope of the present invention. In this regard, CC  103  may process both analog transactions and digital transactions that have arrived via the Internet, for example. In this example the Internet and associated connection architecture is not illustrated, but may be presumed present. 
         [0025]    LAN  117  in CC  103  supports a computer telephony integrated (CTI) central telephone switch (CS)  109 . CS  109  is computer integrated using a CTI processor  111  having a direct connection to LAN  117 . CS  109  has a direct connection to a local telephone switch (LS)  104  illustrated within PSTN  101  via telephone trunking. CTI processor  111  is connected to CS  109  by a CTI link. CS  109  may be an automated call distributor (ACD) or a private branch exchange (PBX) or some other type of telephone switching apparatus including a soft switch (switch implemented in software) without departing from the spirit and scope of the present invention. CS  109  may optionally be a leased switch off site maintained by a third-party service provider. In this example, CS  109  includes internal telephone wiring  119  that may connect the switch to internal telephones manned by live agents. Agent stations are not illustrated in this example, but may be presumed present. 
         [0026]    CS  109  has CTI access to an interactive voice response (IVR) unit  112 . IVR unit  112  may be a separate piece of hardware connected to switch  109  or it may be installed on the switch in some cases or integrated with a soft switch in some cases. In this example IVR unit  112  is an intelligent peripheral connected to switch  109  via CTI link or by a separate link. IVR unit  112  may be directly connected to LAN  117  or it may be accessible from LAN  117  through CTI processor  111 . IVR unit  112  intercepts transactions waiting at switch  109  and qualifies which of those transactions require live services and which can be disposed of through IVR self service. 
         [0027]    LAN  117  supports a voice application server (VAS)  114 . VAS  114 , as with all other described computing appliances or machines includes a digital medium provided therein or coupled thereto which contains all of the software and data required to enable function, in this case, as a voice application server. VAS  114  is adapted to contain and serve at least one voice application such as a voice extensible markup language (VXML) application (APP)  115 . VXML APP  115  is executed and runs on VAS  114  when called by IVR unit  112 . There may be many more than one different voice application installed on and executable from VAS  114  without departing from the spirit and scope of the present invention. A VXML application such as VXML APP  115  is designed to connect with a call waiting at switch  109 , and to determine what has to be done with the call. 
         [0028]    LAN  117  supports a proxy server (PX)  116 . PX  116 , as with all other described computing appliances or machines, includes a digital medium provided therein or coupled thereto which contains all of the software and data required to enable function, in this case, as a proxy server. PX  116  is adapted to intercept hypertext transfer protocol (HTTP) messages from VAS  114  running VXML APP  115  or a similar instance. The intercepted messages are parsed to determine if there are menu options that may be read by IVR unit  112  during interaction with the customer. VAS  114 , as with all other described computing appliances or machines includes a digital medium provided therein or coupled thereto which contains all of the software and data required to enable function, in this case, as a voice application server. 
         [0029]    PX  116  with the aid of a visual tagging (V-Tag) SW application  113  provides visual tagging of any specific menu options in the VXML that may subsequently be speech rendered at IVR unit  112 . A tagged application  118  is executing on IVR unit  112  and is being navigated by at least one customer. A messaging system (MSG)  110  is provided in this example and is directed and controlled by CTI processor  111 . MSG system  110  is adapted to generate short message service (SMS) or media message service (MMS) messages in cooperation with a third-party messaging service provider. MSG  110  may also generate other types of text messages such as those used by Tweeter and other popular third-party messaging services. 
         [0030]    A communications appliance  107  is illustrated in this example and is operated by a user not shown. The user is any potential customer of CC  103 . The user may also be referred to herein as the caller. Appliance  107  in this embodiment is a third or fourth generation (3G, 4G) cellular telephone. In another embodiment appliance  107  may be a personal digital assistant (PDA), a computer running a telephony application or some other type of network appliance that supports both voice and text channels simultaneously. 
         [0031]    Appliance  107  in this embodiment has a wireless connection to a wireless service provider (WSP)  106  within WCN  102 . WSP  106  is adapted to provide wireless telephone and Internet services. A call placed on appliance  107  may be registered at CS  109  within CC  103  as a new call waiting to be serviced. The connection past WSP  106  may include various cell towers and a gateway (GW)  105  adapted to bridge communication over WCN  102  and PSTN  101 . Once on PSTN  101 , the call is connected through LS  104  to CS  109  where the call is waiting to be serviced. 
         [0032]    Appliance  107  is enabled for SMS/MMS services and may receive and send SMS and MMS messages while the caller is talking over the voice channel of the appliance. IVR unit  112  intercepts the call via synthesized voice channel as is fairly common in IVR implementation. Dual tone multi-frequency (DTMF) tone selection may also be utilized by IVR unit  112  in interaction with the call using communications appliance  107 . 
         [0033]    IVR unit  112  receives APP  115  via proxy server  116  as tagged application  118 . Tagging SW  113  may use Java tags to tag portions of the VXML application that need to be visually displayed to the caller through appliance  107  in an embodiment of the invention. When IVR unit  112  reaches a tag in tagged application  118 , a SMS message, for example, may be generated by SMS/MMS server  110 , capturing the IVR menu options included in the tag. The menu options are rendered as text and sent in the form of an SMS or MMS, or another message type to communications appliance  107 . In one embodiment a messaging port is added to the IVR unit  112 . In one embodiment messaging server  110  is provided and includes a digital medium coupled thereto that contains all of the software and data required to enable function as a messaging server. The message may be immediately displayed on appliance  107  so the caller may read the options while at the same time or perhaps just after receiving the message, the options are recited by the IVR unit. 
         [0034]    In one embodiment, when IVR unit  112  reaches a point where a tag is encountered, the system sends the text message before rendering the options as synthesized speech so that the caller, for example, may see the options before they are enunciated by the system over the voice channel. In this case, the caller may respond verbally to the displayed list of options by speaking the desired option from the list of options sent in the message. IVR unit  112  may hear the spoken option and perform a required action without it being necessary for the system to render the option list in speech to the caller. In this way, call processing time is reduced for the caller. 
         [0035]    It is noted herein that for any given period of processing, some callers may be known by the system while some callers may be new to the system. A short IVR interaction at the beginning of a call may ask the caller if they would like to use visual prompting over a text channel. If the caller decides not to use visual prompting at the beginning of interaction, then V-Tag SW 113 and PX 116 may not be utilized to enhance that caller&#39;s experience. However, if the caller opts in to the visual prompting solution, menu options in VXML are dynamically tagged before service so that text messages may be generated and sent to the caller at the same time or just before the IVR unit renders the options as voice to the caller. Once callers have opted into visual prompting through text messaging, the system automatically treats the caller with visual prompting each time the caller calls in using the same communications appliance. 
         [0036]    In most embodiments of the present invention voice rendering and text messaging are directed by the IVR system to the same communications device used by a caller to call into the center. A session management module (not illustrated) may be provided to ensure that only navigated menu options are tagged and visually displayed to callers over a text channel at the same time or before the voice rendering of the options would commence. In an embodiment where a voice application remains constant and is not subject to constant revision, the voice application may be tagged using V-Tag SW anywhere a menu with two or more options exists in the application ahead of first use of the application. Callers that have not opted in or that do not have a messaging channel will not be treated using visual prompts and the V-tags will be ignored for those callers. 
         [0037]    If the caller calls in with a communications device that does not support text message receipt, such as a fixed analog telephone, then the caller may still receive visual menu options through text messages sent to a separate communications device like a computer connected to the Internet, for example. In this case, the system would have to obtain the messaging address to use from the caller at the beginning of IVR interaction if the user desires that options be sent in a visual message. In some cases callers who do not have messaging capabilities on the device used to make the call into CC  103  are treated using voice only by default. However, IVR unit  112  may still ask callers if the communication appliance used to call in is able to receive text messages before ruling out visual prompting for that caller. 
         [0038]      FIG. 2  is a process flow chart  200  illustrating steps for dynamically adding and operating a visual channel to a customer service voice application. At step  201  a call arrives at a call center from a caller. At step  202  the IVR system determines if the caller has been prequalified for visual prompting over a text message channel. Prequalification may be performed during the caller identification process using automatic number identification service (ANIS). The number of the caller&#39;s communications appliance may be checked against a database of customer information including name, contact information, and any prequalification data obtained and stored by the system during a previous interaction with the caller relative to the same communications appliance. 
         [0039]    If at step  202  the system determines that the caller is prequalified for accepting visual prompting using a text messaging channel, then at step  203  the system greets the caller and identifies the end device of the caller. Prequalification means that the system has already configured this user to receive text messages providing visualization of voice rendered menu options from a voice application. In one embodiment the messaging capabilities of the end device are identified by device serial number lookup, the serial number provided in advance by the calling or called party. 
         [0040]    If at step  202  the caller is not prequalified to receive text visualization of IVR menu options, the IVR may prompt the caller if the caller would like to have menu options sent as text messages in conjunction with IVR voice rendering of the same VXML options at step  204 . During this interaction with the IVR, the IVR might also confirm that the end device or appliance used to call into the center has text message capability sufficient to practice the invention using the same appliance for both voice and text interaction. An end device may be one of a cellular telephone, a personal digital assistant, a smart phone, or a computing appliance running a telephony application. 
         [0041]    At step  205 , the system determines if the caller has opted in. If the caller has not opted in at step  205 , the IVR treats the caller with voice only at step  206 . This may be the default treatment if the appliance used to call into the center has no text messaging capability. The caller may reject the option if the caller simply desires that voice only mode be used for IVR interaction. 
         [0042]    If the caller has opted in at step  205 , then the IVR unit may collect information about the caller and the end device used by the caller to place the call to the call center at step  207 . The process moves to step  208  from step  203  or from step  207  depending on the results of the decision steps  202  and  205 . At step  208 , the IVR system calls a proxy server running a VXML tagging SW such as V-Tag SW  113 . At step  209 , the proxy server intercepts the VXML stream from the voice application server before it gets to the IVR unit for the purpose of dynamically tagging the appropriate menu options of the application. 
         [0043]    The proxy server begins receiving HTTP messages from the VXML server and determines at step  210  if a menu option is received that will be rendered as a sequence of voice options to the caller. If at step  210  the system determines that no menu options have been received, the messages are simply passed on to or forwarded to the voice platform for speech rendering at step  212 . The process then resolves back to step  209  and back to step  210  until the system detects a menu having two or more options at step  210 . A menu having only one option, for example, requiring a simple yes or no response, may be ignored for tagging because there would be no practical reason for visualizing the option. 
         [0044]    If at step  210  the system determines that an intercepted HTTP message infers a voice application menu containing two or more selectable options, then at step  211  the proxy server running V-tagging SW inserts a visualization tag in front of the menu and forwards it to the IVR unit or voice platform at step  212 . Steps  210 ,  211 , and  212  may be repeated as long as the caller is still connected to the IVR system for as many menus as the caller must navigate. The process flow ends when the IVR session with the caller terminates due to routing, or call disposal. 
         [0045]    In a preferred embodiment, the VXML applications are dynamically tagged so as not to waste time and resource. The next menu with two or more options in the VXML application running is tagged only when the caller will navigate it. The visual tag embedded in the VXML instructs a messaging server to render the selectable options of the menu to text in a text message and to send the text message to the caller&#39;s end device. In one embodiment where a VXML application has more than one menu with two or more options and the nature of the application is that a caller will, by default, navigate all of the menus, then the application may be pre-tagged and only the caller&#39;s text message address or number needs to be inserted when actual text messages are generated containing the selectable options. In most cases, a caller will only navigate menus and select options until some goal has been identified at which time the caller will either be transferred to a destination or will be disposed of by the IVR unit. 
         [0046]      FIG. 3  is a process flow chart  300  illustrating steps for servicing a customer using two or more IVR channels according to an embodiment of the present invention. Flow chart  300  presumes that a caller is interacting with the IVR system and the system has reached a point of an embedded V-Tag associated with a menu containing two or more selectable options at step  301 . The system may call or notify a session management module at step  302  for the purpose of managing session synchronization between the voice and text channels used to interact with the caller&#39;s end device or appliance. The session management module associates the two active IVR channels to a single end device and an active position in a running voice application. 
         [0047]    At step  303 , a message server may generate a text message containing all of the menu options. The text message may be a SMS or MMS message, or a Tweet, or other type of short message. The individual menu options may be associated with radio buttons enabling a caller to select an option generating a text message response to the message server connected to the IVR. A session management module may be provided in this case to ensure that the IVR unit is responsive to the caller&#39;s selection made in response to the text message in the form of a message reply. 
         [0048]    Once a text message is generated at step  303 , it may be pushed at step  304  to the caller&#39;s end device or communications appliance. The IVR unit may then render the menu options as voice played to the caller at step  305 . It is important to note herein that the text message may be generated and sent before the voice rendering of the menu options is performed. This may give the caller time to see the entire set of options so that a response may be made with more efficiency. 
         [0049]    At step  306  the system waits for a response from the caller. A response may come back over voice or text channel from the caller. For example, the caller may receive and display the text message containing the options, and may select an option in a text message reply without responding at all by voice to the voice rendered options. In this case, the session management module may ensure that the selection made in a text reply from the caller is implemented by the IVR system. In one aspect, the caller may vocalize the desired option while viewing the set of options received in a text message from the system, the vocalization picked up over the voice channel by the IVR before or during voice rendition of the options. In this case, the IVR recognizes the option vocalized by the caller without a requirement of waiting until any of or all of the menu options are rendered in voice. 
         [0050]    At step  307  the system determines if there was a voice response back from the caller selecting an option from the menu. If at step  307  the system received and recognized a voice response from the caller, then at step  310  the system performs an action relative to the selected response. The system may determine if the IVR session is over as a result of the previous response detected at step  307 . If the session is determined to be over at step  311  then the process ends for that caller at step  312 . 
         [0051]    If the system does not receive a voice response to the menu options texted and rendered as synthesized voice to the caller in steps  304  and  305  at step  307  ten the system determines if the caller responded by a text reply or response at step  308 . If at step  308  the system detected that the caller responded by texting a response including the selection of the desired option, the process may resolve back to step  310  and then to step  311 . If the response means that the IVR session is over for that caller then the process resolves back to step  312  and ends for that caller. Whether the caller has responded by voice or by text, if the system determines at step  311  that the session is not over, then the process may resolve back to step  301  when a next tagged menu option is reached by the IVR in interaction with the caller. In one aspect the session management module stays open to monitor the IVR dual channel session as long as the caller is still connected to the IVR unit. 
         [0052]    If the system does not receive a voice response at step  307  or a text response at step  308 , the system may determine if the session with the caller is still open at step  309 . In one aspect a time period may be defined within which the system should receive a response from the caller. If the time period expires before a response is received for the previous prompt, the IVR may repeat the menu for the caller. The caller may also elect to hear the menu over again if repeating the menu is a selectable option. 
         [0053]    If the system determines that the session with the caller is terminated the process may resolve back to step  301  for another caller. In such a case the caller dropped out of the system before responding to the IVR menu options. If at step  309  the system determines that the session is still open, the process may resolve back to step  306  where the IVR unit waits some additional time for the caller to respond. In one aspect no response to a menu option presented within a specified period of wait time leads to IVR unit terminating the call. It is noted herein that many callers are interacting with the IVR system simultaneously and the voice application, tagging process, and session management process are spawned for each individual caller connected to the switch. 
         [0054]    In one embodiment of the present invention, a caller may select a presented option resulting in transfer of the caller from self service to live help thereby ending the IVR session for that caller. In such a case, it is still possible to use messaging to present choices to the caller from the perspective of the live agent assigned to help the caller by telephone. 
         [0055]      FIG. 4  is an architectural overview of a communications network  400  supporting dynamic multi-channel customer service according to another embodiment of the present invention. Communications network  400  includes PSTN  101 , WCN  102  and CC  103  described earlier in this specification. This example includes many of the elements of the example of  FIG. 1  and those elements not significantly changed in this example retain their element numbers and are not reintroduced. 
         [0056]    In this example, as in the example of  FIG. 1 , a caller calls into CC  103  using communication appliance  107 . Appliance  107  connects to WSP  106  in WCN  102 , and the call is routed through GW  105  and LS  104  in PSTN  101  to CS  109  within center  103 . IVR unit  112  interacts with the caller as previously described. In this embodiment the caller will be routed to a live agent operating one of agent workstations  401  ( 1 -n). Agent workstations  401  ( 1 -n) each include a personal computer (PC) connected to LAN  117  and a telephone connected to CS  109  via internal telephony wiring  404 . 
         [0057]    In this embodiment the call from communication appliance  107  is intercepted at switch  109  by IVR unit  112 , and initially the interaction may be self service. However, at some point the caller opts to be transferred to a live agent, such as one operating agent workstation  401  ( 2 ), for example. LAN  117  supports a universal routing server (URS)  403 . URS  403  has a digital medium coupled thereto or otherwise made accessible thereto that contains all of the data and SW required to enable function as a routing server. In this case the agent may, at some point during the transaction, recite a list of options or choices to the caller that the caller may select from to further process the transaction. An example of this might be the agent reciting the options for rendering payment for the transaction at hand. 
         [0058]    Agent workstation  401  ( 2 ) has an agent desktop application  405  installed thereon and executable therefrom. Agent desktop application  405  is a visual interface that enables the agent to work much more efficiently with the caller. For example, information about the caller and reason for the call may be forwarded to agent desktop interface  405  ahead of the actual transaction. While the agent is conversing with the caller (using phone  2 ), the agent may reach a point in the conversation where a standardized set of choices needs to be presented to the caller by the agent. In this case, the caller may be sent a text message  406  manually from the agent desktop application where the text message  406  contains the standard options that the agent intends to recite to the caller over the open voice channel. 
         [0059]    The text message in this case may be pre-configured based on the standardized choices that the customer is presented with in a specific circumstance. The agent may manually send text message  406  containing the selectable options from the agent desktop interface. The generated message may be sent to the caller by message server  402  or message server  110  connected to IVR unit  112 . The text message may be sent at the same time or just before the agent verbalizes the options or choices to the client. Much like the IVR embodiment, the client may respond to the received text message containing the selectable options by voice before the agent has time to verbalize all of the options or by selecting an option in a text response. 
         [0060]    The agent may finish the transaction based on the response from the caller. The typical live voice options read to a customer may be pre-configured as a text message template ( 406 ) including the boilerplate (options) where only the address of the communication device of the caller needs to be inserted into the message before send. Information forwarded to the agent desktop application before the transaction arrives may include the telephone number (SMS address/MMS address) and confirmation of the pending messaging action that only requires addressing for send. The system may automatically address the message using ANIS information from the IVR unit where the messaging address is the caller&#39;s phone number The text channel between the caller device and the agent computer can be used to help illustrate options that otherwise could only be spoken to the caller. 
         [0061]      FIG. 5  is a process flow chart  500  illustrating steps for live interaction with a customer using two or more channels according to an embodiment of the present invention. At step  501  the system receives an incoming call. At step  502  the system identifies the caller, the caller&#39;s communication device and the reason for the call. It is presumed in this example that the caller is prequalified to use the visual text channel. It is noted herein that in one embodiment destination number identification service (DNIS) is used to identify a user that has been called by an outbound dialing service connected to the IVR. 
         [0062]    At step  503  the system determines if the caller requires live help. If the system determines that the caller will not require a live agent to assist, then the IVR system treats the call as a self service call at step  505  with the capability of utilizing a text channel during the call as previously described above. The process may resolve back to step  503  anytime the system detects that the caller needs live assistance. If the system determined at step  503  that the caller needs live help the call is routed to a live agent at step  504 . In this aspect, the call data including the SMS address is forwarded to the agent desktop application of the agent working with the caller before the actual transaction arrives as a ringing event. 
         [0063]    At step  507  the agent may pick up the call and may greet the caller or customer. At step  508  the agent begins live interaction with the caller in an attempt to service the caller satisfactorily. At step  509  the agent determines if he or she must recite a list of choices or options to the caller. These choices or options should be more or less standardized such that at least all of the same options would be in a preconfigured text message template ready to launch in the agent&#39;s desktop application. 
         [0064]    At step  509  if the agent has not yet recited a list of selectable choices or options, the process may loop back on the same step until the agent has to recite two or more choices or options hat the customer may select from. If the agent has to recite two or more options or choices to the caller as determined at step  509 , the agent pushes a send button or other mechanism associated with the pre-configured text message to send the message including the options or choices for selection to the caller at step  510 . 
         [0065]    It will be apparent to one with skill in the art that the multi-modal customer interaction system of the invention may be provided using some or all of the mentioned features and components without departing from the spirit and scope of the present invention. It will also be apparent to the skilled artisan that the embodiments described above are specific examples of a single broader invention which may have greater scope than any of the singular descriptions taught. There may be many alterations made in the descriptions without departing from the spirit and scope of the present invention.