Source: http://www.patentgenius.com/patent/8712821.html
Timestamp: 2017-12-14 17:18:19
Document Index: 237064965

Matched Legal Cases: ['Application No. 20088012833', 'Application No. 2008349500', 'Application No. 2009209317', 'Application No. 20098011060', 'Application No. 2010', 'Application No. 2010', 'Application No. 200980142771', 'Application No. 2008801283369']

Separate matching models based on type of phone associated with a caller - Patent # 8712821 - PatentGenius
8712821 Separate matching models based on type of phone associated with a caller
Inventor: Spottiswoode
U.S. Class: 705/7.29
Field Of Search: ;705/7.13; ;705/7.29
Foreign Patent Documents: 0 493 292; 0 949 793; 1 032 188; 2000-078292; 2000-092213; 2000-236393; 2001-292236; WO-01/63894; WO-01/63894; WO-01/63894; WO-2006/124113; WO-2010/053701; WO-2011/081514
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Abstract: Systems and methods are disclosed for routing callers to agents in a contact center. Exemplary methods and systems include using one of a plurality of different methods or computer models for matching callers to agents, the method or model selected based on a type of phone or phone number associated with a caller (e.g., residential, business, or mobile). The models may include queue routing, performance based matching, adaptive pattern matching algorithms, or the like. In one example, similar adaptive models may be used for two or more different types of phones, but trained differently, e.g., based on data and outcomes for the particular type of phone. Different models for routing callers to agents may perform differently for different types of phones. Further, training correlation or adaptive pattern matching algorithms based on different types of phones may improve performance compared to a single algorithm for all types of phones.
1. A method for routing incoming callers to agents in a call-center routing environment, the method comprising the acts of: determining, by one or more computers, a type of phoneassociated with a caller, from among a plurality of types including a residential type and a business type; selecting a measurement algorithm, by the one or more computers, from among at least a first measurement algorithm and a second measurementalgorithm for matching a caller to an agent, wherein at least two of the measurement algorithms are pattern matching algorithms, wherein when the type of phone associated with the caller is determined, the respective measurement algorithm is selectedbased at least in part on the type of phone associated with the caller; and matching, by the one or more computers, the caller to an agent based at least in part on the selected measurement algorithm, wherein the at least two pattern matching algorithmsare optimized for different output performances, and wherein the output performance for at least one of the two pattern matching algorithms comprises at least one selected from the group of cost, revenue, sales, handle time, and customer satisfaction.
2. The method of claim 1, wherein the type of phone is determined from a phone number associated with the caller.
3. The method of claim 1, wherein the type of phone comprises one or more of a residential phone, mobile phone, or business phone.
4. The method of claim 1, wherein the type of phone is determined from Billing Telephone Number (BTN) data associated with the caller.
5. The method of claim 4, wherein the type of BTN data comprises one or more of residential phone number, mobile phone number, or business phone number.
6. The method of claim 4, wherein at least two of the at least two different measurement algorithms each comprise a pattern matching algorithm, and each of the pattern matching algorithms is trained differently.
7. The method of claim 6, wherein each of the pattern matching algorithms is trained on past caller data and agent data for agent-caller pairs matched according to the pattern matching algorithm.
8. The method of claim 6, wherein each of the pattern matching algorithms is trained on past caller data and agent data for a respective type of BTN data.
9. The method of claim 6, wherein at least one of the two pattern matching algorithms comprises a neural network algorithm.
10. The method of claim 1, wherein one of the measurement algorithms comprises a performance based matching algorithm.
11. The method of claim 1, wherein one of the measurement algorithms does not comprise a pattern matching algorithm.
12. The method of claim 1, further comprising estimating an additional caller data based on the determined caller data.
13. A system for routing callers to agents in a call center routing environment, comprising: one or more computers with a memory configured with computer-readable program code, that when executed, causes performance by the one or more computersof the steps: determining, by the one or more computers, a type of phone associated with a caller, from among a plurality of types including a residential type and a business type; selecting a measurement algorithm, by the one or more computers, fromamong at least a first measurement algorithm and a second measurement algorithm for matching a caller to one of a plurality of agents, wherein at least two of the measurement algorithms are pattern matching algorithms, wherein when the type of phoneassociated with the caller is determined, the respective measurement algorithm is selected based at least in part on the type of phone associated with the caller; and matching, by the one or more computers, the caller to an agent based at least in parton the selected measurement algorithm, wherein the at least two pattern matching algorithms are optimized for different output performances, and wherein the output performance for at least one of the two pattern matching algorithms comprises at least oneselected from the group of cost, revenue, sales, handle time, and customer satisfaction.
14. The system of claim 13, wherein the type of phone is determined from a phone number associated with the caller.
15. The system of claim 13, wherein the type of phone comprises one or more of a residential phone, mobile phone, or business phone.
16. The system of claim 13, wherein the type of phone is determined from Billing Telephone Number (BTN) data associated with the caller.
17. The system of claim 16, wherein at least two of the at least two different measurement algorithms each comprise a pattern matching algorithm, and each of the pattern matching algorithms is trained differently.
18. The system of claim 17, wherein each of the pattern matching algorithms is trained on past caller data and agent data for agent-caller pairs matched according to the pattern matching algorithm.
19. The system of claim 17, wherein each of the pattern matching algorithms is trained on past caller data and agent data for a respective type of BTN data.
20. The system of claim 17, wherein at least one of the two pattern matching algorithms comprises a neural network algorithm.
21. The system of claim 13, wherein one of the measurement algorithms comprises a performance based matching algorithm.
22. The system of claim 13, wherein one of the measurement algorithms does not comprise a pattern matching algorithm.
23. A non-transitory computer readable storage medium comprising computer readable instructions for carrying out the method of: determining, by one or more computers, a type of phone associated with a caller, from among a plurality of typesincluding a residential type and a business type; selecting a measurement algorithm, by the one or more computers, from among at least a first measurement algorithm and a second measurement algorithm for matching a caller to one of a plurality ofagents, wherein at least two of the measurement algorithms are pattern matching algorithms, wherein when the type of phone associated with the caller is determined, the respective measurement algorithm is selected based at least in part on the type ofphone associated with the caller; and matching, by the one or more computers, the caller to an agent based at least in part on the selected measurement algorithm, wherein the at least two pattern matching algorithms are optimized for different outputperformances, and wherein the output performance for at least one of the two pattern matching algorithms comprises at least one selected from the group of cost, revenue, sales, handle time, and customer satisfaction.
24. The computer readable storage medium of claim 23, wherein the type of phone is determined from a phone number associated with the caller.
25. The computer readable storage medium of claim 23, wherein the type of phone comprises one or more of a residential phone, mobile phone, or business phone.
26. The computer readable storage medium of claim 23, wherein the type of phone is determined from Billing Telephone Number (BTN) data associated with the caller.
27. The computer readable storage medium of claim 26, wherein at least two of the at least two different measurement algorithms each comprise a pattern matching algorithm, and each of the pattern matching algorithms is trained differently.
28. The computer readable storage medium of claim 27, wherein each of the pattern matching algorithms is trained on past caller data and agent data for agent-caller pairs matched according to the pattern matching algorithm.
29. The computer readable storage medium of claim 27, wherein each of the pattern matching algorithms is trained on past caller data and agent data for a respective type of BTN data.
30. The computer readable storage medium of claim 27, wherein at least one of the two pattern matching algorithms comprises a neural network algorithm.
31. The computer readable storage medium of claim 23, wherein one of the measurement algorithms comprises a performance based matching algorithm.
32. The computer readable storage medium of claim 23, wherein one of the measurement algorithms does not comprise a pattern matching algorithm.
The present application does not claim priority to 12/051,251, filed on Jan. 28, 2008, but hereby incorporates it by reference in its entirety. The present application does not claim priority to 12/331,153, filed on Dec. 9, 2008 but herebyincorporates it by reference in its entirety.
The typical contact center consists of a number of human agents, with each assigned to a telecommunication device, such as a phone or a computer for conducting email or Internet chat sessions, that is connected to a central switch. Using thesedevices, the agents are generally used to provide sales, customer service, or technical support to the customers or prospective customers of a contact center or a contact center's clients.
Typically, a contact center or client will advertise to its customers, prospective customers, or other third parties a number of different contact numbers or addresses for a particular service, such as for billing questions or for technicalsupport. The customers, prospective customers, or third parties seeking a particular service will then use this contact information, and the incoming caller will be routed at one or more routing points to a human agent at a contact center who canprovide the appropriate service. Contact centers that respond to such incoming contacts are typically referred to as "inbound contact centers."
Similarly, a contact center can make outgoing contacts to current or prospective customers or third parties. Such contacts may be made to encourage sales of a product, provide technical support or billing information, survey consumerpreferences, or to assist in collecting debts. Contact centers that make such outgoing contacts are referred to as "outbound contact centers."
In both inbound contact centers and outbound contact centers, the individuals (such as customers, prospective customers, survey participants, or other third parties) that interact with contact center agents using a telecommunication device arereferred to in this application as a "caller." The individuals acquired by the contact center to interact with callers are referred to in this application as an "agent."
Conventionally, a contact center operation includes a switch system that connects callers to agents. In an inbound contact center, these switches route incoming callers to a particular agent in a contact center, or, if multiple contact centersare deployed, to a particular contact center for further routing. In an outbound contact center employing telephone devices, dialers are typically employed in addition to a switch system. The dialer is used to automatically dial a phone number from alist of phone numbers, and to determine whether a live caller has been reached from the phone number called (as opposed to obtaining no answer, a busy signal, an error message, or an answering machine). When the dialer obtains a live caller, the switchsystem routes the caller to a particular agent in the contact center.
Routing technologies have accordingly been developed to optimize the caller experience. For example, U.S. Pat. No. 7,236,584 describes a telephone system for equalizing caller waiting times across multiple telephone switches, regardless ofthe general variations in performance that may exist among those switches. Contact routing in an inbound contact center, however, is a process that is generally structured to connect callers to agents that have been idle for the longest period of time. In the case of an inbound caller where only one agent may be available, that agent is generally selected for the caller without further analysis. In another example, if there are eight agents at a contact center, and seven are occupied with contacts,the switch will generally route the inbound caller to the one agent that is available. If all eight agents are occupied with contacts, the switch will typically put the contact on hold and then route it to the next agent that becomes available. Moregenerally, the contact center will set up a queue of incoming callers and preferentially route the longest-waiting callers to the agents that become available over time. Such a pattern of routing contacts to either the first available agent or thelongest-waiting agent is referred to as "round-robin" contact routing. In round robin contact routing, eventual matches and connections between a caller and an agent are essentially random.
Some attempts have been made to improve upon these standard yet essentially random processes for connecting a caller to an agent. For example, U.S. Pat. No. 7,209,549 describes a telephone routing system wherein an incoming caller's languagepreference is collected and used to route their telephone call to a particular contact center or agent that can provide service in that language. In this manner, language preference is the primary driver of matching and connecting a caller to an agent,although once such a preference has been made, callers are almost always routed in "round-robin" fashion.
Systems and methods of the present invention can be used to improve or optimize the routing of callers to agents in a contact center. An exemplary method includes determining a type of phone or phone number (e.g., residential, mobile, orbusiness) a caller is using and selecting one of a plurality of processes or computer models for routing the caller to an agent based on the type of phone or phone number of the caller. It may be found, for example, that different models (or differentlyoptimized or trained models) for routing callers to agents perform differently for different types of phones associated with callers. Accordingly, exemplary systems and methods described may improve performance of a routing system by using differentmodels based on the type of phone associated with callers.
In one example, a method includes selecting a model from at least two different models for matching a caller (e.g., from a plurality of incoming callers) to an agent (e.g., an available agent), the model selected based on a determined type ofphone a caller is using, e.g., determined from an associated phone number, Billing Telephone Number (BTN) data, or other caller data associated with the caller, and matching the caller to an agent based on the selected model. For example, the type ofphone a caller is using can be determined (e.g., in the United States) by examining the first six digits of the phone number, which can be cross-referenced against databases to determine a type of phone the caller is using.
In another example, a method includes matching a caller to an agent according to a first model if the type of phone or phone number a caller is using cannot be determined and matching the caller to an agent according to a second model if thetype of phone or phone number is known. Further, if the type of phone the caller is using can be determined the method may further include selecting the second model from a plurality of models based on the type.
It may be found that the type of phone a caller is using can have an effect on performance predictions for outcome variables such as sales, cost, customer satisfaction, or the like. For example, a caller using their home phone might be 30% morelikely to buy something than if using a business or mobile phone; a caller using their mobile phone may be less likely to result in a long call; and customer satisfaction may be more easily attained where the caller is using their home phone. Based onsuch information, different callers using different types of phones can be treated differently.
The examples can be applied broadly to different methods for matching callers and agents. For instance, the plurality of processes or models may include conventional queue routing, performance based matching (e.g., ranking a set of agents basedon performance and preferentially matching callers to the agents based on a performance ranking or score), an adaptive pattern matching algorithm or computer model for matching callers to agents (e.g., comparing caller data associated with a caller toagent data associated with a set of agents), affinity data matching, combinations thereof, and so on. The methods may therefore operate to output scores or rankings of the callers, agents, and/or caller-agent pairs for a desired optimization (e.g., foroptimizing cost, revenue, customer satisfaction, and so on). In one example, similar models, whether performance based, adaptive pattern matching algorithms or computer models may be used for two or more different types of phone numbers, but areweighted, optimized, and/or trained (or adapt over time) differently. For example, different models may be weighted or optimized for different performance outcome variables (e.g., cost, revenue, customer satisfaction), trained differently on pastoutcomes from those caller-agent pairs that are processed according to the given type of phone number, and the like. Training adaptive pattern matching algorithms based on different types of phone numbers may improve their respective performancecompared to a single algorithm for all types of phone numbers.
Caller data, including the type of phone number, may be determined from a variety of sources including remote or local sources, third-party sources, BTN data, obtained from callers directly, and so on. It is further noted that certain data,such an area code, may provide statistical data regarding probable income level, education level, ethnicity, religion, and so on, of a caller which may be used by the pattern matching algorithm or computer model in various fashions.
Another exemplary method includes determining a type of phone associated with a caller and routing a caller to an agent, queue of callers (e.g., chronologically ordered and routed), or a pool of callers (e.g., not ordered or routedchronologically) based at least in part on the type of phone. For instance, if the phone is determined to be a residential phone, the caller can be routed to a particular pool or queue of callers for processing and routing to an agent. Accordingly,callers can be segmented or divided into different pools or queues of callers based on the determined type of phone.
Another exemplary method includes routing a caller to a first queue or pool of callers if BTN data or a type of phone associated with the caller is unknown, and routing the caller to a second queue or pool of callers if the BTN data or type ofphone number is known. Further, if the BTN data or type of caller is known the caller can be routed to one of a plurality of different queues or pools based on the phone type, caller data, and the like.
According to another aspect, apparatus is provided comprising logic for mapping and routing callers to agents according to the various methods described herein. In one example, the apparatus may include logic for selecting a model from at leasttwo different models for matching a caller to an agent, the model selected based on a type of phone associated with the caller. The apparatus may further include logic for matching the caller to an agent based on the selected model.
Many of the techniques described here may be implemented in hardware, firmware, software, or combinations thereof. In one example, the techniques are implemented in computer programs executing on programmable computers that each includes aprocessor, a storage medium readable by the processor (including volatile and nonvolatile memory and/or storage elements), and suitable input and output devices. Program code is applied to data entered using an input device to perform the functionsdescribed and to generate output information. The output information is applied to one or more output devices. Moreover, each program is preferably implemented in a high level procedural or object-oriented programming language to communicate with acomputer system. However, the programs can be implemented in assembly or machine language, if desired. In any case, the language may be a compiled or interpreted language.
FIG. 3 illustrates an exemplary routing system having a mapping engine for mapping callers to agents based on one of a plurality of matching processes.
FIG. 4 illustrates an exemplary method for routing callers to agents via one of a plurality of processes or models based on type of caller phone/phone number.
FIG. 5 illustrates another exemplary method for routing callers to agents via one of a plurality of processes or models based on caller phone/phone number.
FIG. 6 illustrates an exemplary method or computer model for matching callers to agents based on performance.
FIG. 7 illustrates an exemplary method or computer model for matching callers to agents based on caller data and agent data.
The following description is presented to enable a person of ordinary skill in the art to make and use the invention, and is provided in the context of particular applications and their requirements. Various modifications to the embodimentswill be readily apparent to those skilled in the art, and the generic principles defined herein may be applied to other embodiments and applications without departing from the spirit and scope of the invention. Moreover, in the following description,numerous details are set forth for the purpose of explanation. However, one of ordinary skill in the art will realize that the invention might be practiced without the use of these specific details. In other instances, well-known structures and devicesare shown in block diagram form in order not to obscure the description of the invention with unnecessary detail. Thus, the present invention is not intended to be limited to the embodiments shown, but is to be accorded the widest scope consistent withthe principles and features disclosed herein.
While the invention is described in terms of particular examples and illustrative figures, those of ordinary skill in the art will recognize that the invention is not limited to the examples or figures described. Those skilled in the art willrecognize that the operations of the various embodiments may be implemented using hardware, software, firmware, or combinations thereof, as appropriate. For example, some processes can be carried out using processors or other digital circuitry under thecontrol of software, firmware, or hard-wired logic. (The term "logic" herein refers to fixed hardware, programmable logic and/or an appropriate combination thereof, as would be recognized by one skilled in the art to carry out the recited functions.)Software and firmware can be stored on computer-readable storage media. Some other processes can be implemented using analog circuitry, as is well known to one of ordinary skill in the art. Additionally, memory or other storage, as well ascommunication components, may be employed in embodiments of the invention.
According to one aspect of the present invention systems, methods, and displayed computer interfaces are provided for routing callers to agents within a call center. In one example, exemplary methods include determining a type of phone (e.g.,residential, mobile, business) and selecting one of a plurality of processes or models for routing the caller to an agent based on the type of phone. It may be found that different models for routing callers to agents perform differently for varyingtypes of phones. For example, it may be found that sales for a particular call center are very unlikely for a business phone; accordingly, poor agents might be routed to business phone callers, thereby saving better performing agents for higherprobability calls. Further, training correlation or adaptive pattern matching algorithms, for example, based on different types of phones may improve their respective performance compared to a single algorithm for all types of phones.
Initially, exemplary call routing systems and methods utilizing queue based, performance matching, and/or pattern matching algorithms (the latter two of which may be used within generated computer models for predicting the chances of desiredoutcomes) are described for routing callers to available agents. This description is followed by exemplary systems and methods for determining a type of phone or phone number and selecting one of a plurality of models or methods for matching a caller toan agent. This is additionally followed by exemplary performance based and pattern matching algorithms as well as an exemplary computing system.
FIG. 1 is a diagram reflecting the general setup of a contact center operation 100. The network cloud 101 reflects a specific or regional telecommunications network designed to receive incoming callers or to support contacts made to outgoingcallers. The network cloud 101 can comprise a single contact address, such as a telephone number or email address, or multiple contact addresses. The central router 102 reflects contact routing hardware and software designed to help route contactsamong call centers 103. The central router 102 may not be needed where there is only a single contact center deployed. Where multiple contact centers are deployed, more routers may be needed to route contacts to another router for a specific contactcenter 103. At the contact center level 103, a contact center router 104 will route a contact to an agent 105 with an individual telephone or other telecommunications equipment 105. Typically, there are multiple agents 105 at a contact center 103.
FIG. 2 illustrates an exemplary contact center routing system 200 (which may be included with contact center router 104 of FIG. 1). Broadly speaking, routing system 200 is operable to match callers and agents based, at least in part and in oneexample, on agent performance or pattern matching algorithms using caller data and/or agent data. Routing system 200 may include a communication server 202 and a routing engine 204 (referred to at times as "SatMap" or "Satisfaction Mapping") forreceiving and matching callers to agents (referred to at times as "mapping" callers to agents).
Routing engine 204 may operate in various manners to match callers to agents based on performance data of agents, pattern matching algorithms, and/or computer models, which may adapt over time based on the performance or outcomes of previouscaller-agent matches. In one example, the routing engine 204 includes a neural network based adaptive pattern matching engine as is known in the art; for example, a resilient backpropagation (RProp) algorithm, as described by M. Riedmiller, H. Braun: "ADirect Adaptive Method for Faster backpropagation Learning: The RPROP Algorithm," Proc. of the IEEE Intl. Conf. on Neural Networks 1993, which is incorporated by reference herein in its entirety. Various other exemplary pattern matching and computermodel systems and methods which may be included with contact routing system and/or routing engine 204 are described, for example, in U.S. Ser. No. 12/021,251, filed Jan. 28, 2008, and U.S. patent application Ser. No. 12/202,091, filed Aug. 29,2008, both of which are hereby incorporated by reference in their entirety. Of course, it will be recognized that other performance based or pattern matching algorithms and methods may be used alone or in combination with those described here.
Routing system 200 may further include other components such as collector 206 for collecting caller data of incoming callers, data regarding caller-agent pairs, outcomes of caller-agent pairs, agent data of agents, and the like. Further,routing system 200 may include a reporting engine 208 for generating reports of performance and operation of routing system 200. Various other servers, components, and functionality are possible for inclusion with routing system 200. Further, althoughshown as a single hardware device, it will be appreciated that various components may be located remotely from each other (e.g., communication server 202 and routing engine 204 need not be included with a common hardware/server system or included at acommon location). Additionally, various other components and functionality may be included with routing system 200, but have been omitted here for clarity.
FIG. 3 illustrates further detail of exemplary routing engine 204. Routing engine 204 includes a main mapping engine 304 and selection logic 310. In some examples, routing engine 204 may route callers based solely or in part on performancedata associated with agents. In other examples, routing engine 204 may make routing decisions based solely or in part on comparing various caller data and agent data, which may include, e.g., performance based data, demographic data, psychographic data,type of phone/phone number, BTN-data, and other business-relevant data. Additionally, affinity databases (not shown) may be used and such information received by routing engine 204 and/or mapping engine 304 for making routing decisions.
Broadly speaking, and in one example, selection logic 310 operates to select one of a plurality of processing engines 320-1, 320-2, 320-3 for mapping the caller based on the type of phone associated with the caller. For example, selection logic310 may include rules for determining whether any caller data is known or available that would indicate a type of phone and selecting an appropriate processing engine 320-1, 320-2, or 320-3. In one example, the type of phone may be determined based onthe incoming caller's number, e.g., from BTN data, which can be cross-referenced to a database. In another example, selection logic 310 receives caller data, for example, from database 312. Database 312 may include local or remote databases, thirdparty services, and so on (additionally, mapping engine 304 may receive agent data from database 314 if applicable for the particular mapping process). Selection logic 310 may be included in whole or in part with routing engine 204, mapping engine 304,or remotely to both.
Mapping engine 304 includes at least two processing engines or computer models as indicated by 320-1, 320-2, and 320-3. The processing engines 320-1, 320-2, and 320-3 may include different or identical computer models or algorithms for mappingcallers to agents. For instance, the processing engines may include adaptive correlation algorithms such as neural network algorithms, which are trained separately; for instance, each trained based on outcome data for that particular type of phone orphone number. Further, as indicated in FIG. 3 at 350, call history data (including, e.g., caller-agent pair data and outcomes with respect to cost, revenue, customer satisfaction, and so on) may be used to retrain or modify processing engines 320-1,320-2, and 320-3. In this manner the processing engines may adapt over time for different types of phones.
In some examples, some or all of the processing engines may include different algorithms. For an instance where the type of caller phone or phone number is not known, processing engine 320-1 might include a conventional queue based routingmethod or agent performance based routing method (e.g., as described with respect to FIG. 6). In some examples, routing engine 204 may further include or be in communication with hold queue logic (not shown), which may store or access hold or idle timesof callers and agents, and operate to map callers to agents based on queue order of the callers (and/or agents). Accordingly, when phone type is not known, mapping engine may operate, for example, to map callers based on conventional queue orders orperformance based algorithms, and when phone type is known mapping engine may utilize a pattern matching algorithm or more advanced mapping process.
In one example where the type of phone is determined, different processing engines (e.g., 320-2 and 320-3) may be used, each including adaptive algorithms, each trained on agent-caller pairs that have previously been matched thereto based on theparticular type of phone. For example, a separate processing engine may be used for each type of phone (e.g., residential, mobile, or business) and include similar or different algorithms; in one example, including similar or identical adaptivealgorithms each trained based on callers having the same type of phone.
As will be described in further detail with respect to FIG. 6 below, performance based routing may include ranking or scoring a set of agents based on performance for a particular outcome (such as revenue generation, cost, customer satisfaction,combinations thereof, and the like) and preferentially routing callers to agents based on a performance ranking or score. Accordingly, processing engine 320-1, for example, may receive agent grades or agent history data and output one or more rankingsof agents based on one or more desired outcome variables.
Processing engines 320-2 and 320-3, in one example, each include one or more pattern matching algorithms, which operate to compare available caller data with a caller to agent data associated a set of agents and determine a suitability score ofeach caller-agent pair. Processing engine 320-2 may receive caller data and agent data from various databases (e.g., 312 and 314) and output caller-agent pair scores or a ranking of caller-agent pairs, for example. The pattern matching algorithm mayinclude a correlation algorithm such as a neural network algorithm, genetic algorithm, or other adaptive algorithm(s). Further, in some examples, different processing engines may be used with different pattern matching algorithms operating on the sameor different input data, e.g., a first processing engine utilizing a neural network algorithm and a second processing engine utilizing a different algorithm such as a genetic algorithm or other adaptive algorithm. Additionally, first and secondprocessing engines may include similar pattern matching algorithms operable to maximize different output variables; for example, a first neural network algorithm operable to maximize revenue and a second neural network algorithm operable to maximizecustomer satisfaction.
Additionally, selection logic may further operate to route callers to one of one or more queues or pools of callers. For instance, processing model 320-1 may itself merely include a queue for routing callers to agents based on a queue order. Additionally, a queue or pool of callers may be included instead of, as part of, or cooperating with processing engines 320-2; for example, selection logic 310 may route a caller to a queue of callers for processing by processing engine 320-2 or into apool of callers associated with processing engine 320-2 for a pattern matching algorithm to act upon. In other words, selection logic 310 may operate to route a caller to a queue or pool of callers for subsequent routing by a processing model or routing(in other examples, selection logic may route a caller directly to an agent for a particular degree or level of caller data).
Additionally, a processing engine may include one or more affinity matching algorithms, which operate to receive affinity data associated with the callers and/or agents. Affinity data and/or affinity matching algorithms may be used alone or incombination with other processes or models discussed herein.
Additionally, an interface may be presented to a user allowing for adjustment of various aspects of the exemplary systems and methods, for example, allowing adjustments of the number of different models, degrees, and types of caller data. Further, an interface may allow for the adjustment of the particular models used for different degrees or types, for example, adjusting an optimization or weighting of a particular model, changing a model for a particular degree or type of caller data,and so on. The interface may include a slider or selector for adjusting different factors in real-time or at a predetermined time. Additionally, the interface may allow a user to turn certain methods on and off, and may display an estimated effect ofchanges. For instance, an interface may display the probable change in one or more of cost, revenue generation, or customer satisfaction by changing aspects of the routing system. Various estimation methods and algorithms for estimating outcomevariables are described, for example, in copending U.S. provisional Patent application Ser. No. 61/084,201, filed on Jul. 28, 2008, and which is incorporated herein by reference in its entirety. In one example, the estimate includes evaluating a pasttime period of the same (or similar) set of agents and constructing a distribution of agent/caller pairs. Using each pair, an expected success rate can be computed via the performance based matching, pattern matching algorithm, etc., and applied tocurrent information to estimate current performance (e.g., with respect to one or more of sales, cost, customer satisfaction, etc.). Accordingly, taking historical call data and agent information the system can compute estimates of changing the balanceor weighting of the processing methods. It is noted that a comparable time (e.g., time of day, day of the week etc.) for the historical information may be important as performance will likely vary with time.
FIG. 4 illustrates an exemplary method for routing callers to agents based on a type of phone associated with a caller. For instance, the method includes determining a type of phone associated with a caller at 402. The type of phone and/orcaller data may be determined from various sources, including the phone number, BTN data, local or remote data bases, third-party services, caller input, and so on. In some examples, additional caller data can be estimated before sending to theparticular model for matching. For example, incoming caller data might be estimated based on known caller data; for example, estimating income or education level based on a known zip code or area code; estimating geographical region, age, or genderbased on a voice analysis technology, and so on.
The method further includes selecting one of a plurality of processes or models at 404 for determining a matching or routing decision to an agent based on the type of phone associated with the caller. Additionally or alternatively, the callermay be routed to a queue of callers or a pool of callers for subsequent routing to an agent (for example, based on a queue order or a model acting on a queue or pool of callers). A caller and agent may be matched at 406 based on the selected model at404. Depending on the particular process or model and available data, the data used to match the caller to an agent may further include agent performance grades, caller data and/or agent data, queue order of the callers and agents, combinations thereof,and so on. As discussed above, in some examples, additional estimated data based on known data may be used by the particular model. Further, the selected process or model may output a raw score, normalized score, ranking relative to other callers,agents, and/or caller-agent pairs, and so on.
The selection or mapping of a caller to an agent may then be passed to a routing engine or router for causing the caller to be routed to the agent at 408. The routing engine or router may be local or remote to a system that maps the caller tothe agent. It is noted that additional actions may be performed, the described actions do not need to occur in the order in which they are stated, and some acts may be performed in parallel.
FIG. 5 illustrates another exemplary method for matching callers to agents according to one of at least two different methods, the method selected based on the type of phone associated with the caller. In this example, the type of phoneassociated with the caller is determined at 502 and one of a plurality of processes or models for matching the caller to an agent is selected at 504. Additionally, applicable agent data is retrieved at 504, which may vary depending on the selectedprocess or model for matching the caller to the agent. For example, some processes or models, such as agent performance routing, may not use all available agent data.
The applicable caller data and agent data may then be passed to one of the selected matching models 506, 508, or 510. In this particular example, a first model operates to route callers based on agent performance at 506. For instance, a set ofagents are scored or ranked based on performance and a caller is routed to the highest scored or ranked agent. The first model may be selected when the type of phone is not known, or no (or very little) caller data is available, for example. Such amodel for ranking agents based on performance and matching callers thereto is described in greater detail with respect to FIG. 6 below.
The method further includes matching caller-agent pairs at 508 according to a second model for mapping callers to agents, in particular, according to an adaptive pattern matching algorithm. The pattern matching algorithm may include comparingcaller data and agent data for each caller-agent pair and computing a suitability score or ranking of caller-agent pairs for a desired outcome variable (or weighting of outcome variables). The second model may be used when a particular type of phoneassociated with the caller is determined, e.g., that the phone is a residential, mobile, or business phone number. Additionally, the second model may use additional caller data if available. In one example, the second model includes an adaptive patternmatching algorithm such as a neural network algorithm that is trained based on previous caller data, agent data, and outcomes for the particular phone type. An exemplary pattern matching algorithm is described in greater detail with respect to FIG. 7below, and may include a correlation algorithm such as a neural network algorithm.
The method further includes matching caller-agent pairs at 510 according to a third model for mapping callers to agents. The third model may be used when a different type of caller data is determined than for the second model (of course, anynumber of models may be used for many different types of phones associated with callers). In this example, the third model includes a second pattern matching algorithm; however, the pattern matching algorithm is different or trained differently than themodel of 508. For instance, in one example, identical correlation or neural network algorithms are used at 508 and 510, however, they are trained or have adapted to different sets of data. For instance, the correlation or neural network algorithm at508 trained on data and outcomes from caller-agent pairs matched thereby (in this example for callers having a first type of phone associated with callers). Similarly, the correlation or neural network algorithm at 510 trained on data and outcomes fromcaller-agent pairs matched thereby (in this example having the second type of phone associated with the callers).
The final selection or mapping of a caller to an agent may then be passed to a routing engine or router for causing the caller to be routed to the agent. It is again noted that the described actions do not need to occur in the order in whichthey are stated and some acts may be performed in parallel (for example, determining caller data at 502 and determining agent data at 504 may be performed partially or wholly in parallel). Further, additional (or fewer) matching methods for mappingcallers to agents may be used. Finally, it is noted that caller and/or agent data may further include affinity data, which may be used by one or more of the plurality of matching methods. The use of affinity data and affinity databases alone or incombination with pattern matching algorithms is described in greater detail below.
FIG. 6 illustrates a flowchart of an exemplary method or model for matching callers to agents based on performance. The method includes grading two or more agents on an optimal interaction and matching a caller with at least one of the two ormore graded agents to increase the chance of the optimal interaction. At the initial block 601, agents are graded on an optimal interaction, such as increasing revenue, decreasing costs, or increasing customer satisfaction. Grading can be accomplishedby collating the performance of a contact center agent over a period of time on their ability to achieve an optimal interaction, such as a period of at least 10 days. However, the period of time can be as short as the immediately prior contact to aperiod extending as long as the agent's first interaction with a caller. Moreover, the method of grading agent can be as simple as ranking each agent on a scale of 1 to N for a particular optimal interaction, with N being the total number of agents. The method of grading can also comprise determining the average contact handle time of each agent to grade the agents on cost, determining the total sales revenue or number of sales generated by each agent to grade the agents on sales, or conductingcustomer surveys at the end of contacts with callers to grade the agents on customer satisfaction. The foregoing, however, are only examples of how agents may be graded; many other methods may be used.
At block 602 a caller uses contact information, such as a telephone number or email address, to initiate a contact with the contact center. At block 603, the caller is matched with an agent or group of agents such that the chance of an optimalinteraction is increased, as opposed to just using the round robin matching methods of the prior art. The method may further include grading a group of at least two agents on two optimal interactions, weighting one optimal interaction against anotheroptional interaction, and matching the caller with one of the two graded agents to increase the chance of a more heavily-weighted optimal interaction. In particular, agents may be graded on two or more optimal interactions, such as increasing revenue,decreasing costs, or increasing customer satisfaction, which may then be weighted against each other. The weighting can be as simple as assigning to each optimal interaction a percentage weight factor, with all such factors totaling to 100 percent. Anycomparative weighting method can be used, however. The weightings placed on the various optimal interactions can take place in real-time in a manner controlled by the contact center, its clients, or in line with predetermined rules. Optionally, thecontact center or its clients may control the weighting over the internet or some another data transfer system. As an example, a client of the contact center could access the weightings currently in use over an internet browser and modify theseremotely. Such a modification may be set to take immediate effect and, immediately after such a modification, subsequent caller routings occur in line with the newly establishing weightings. An instance of such an example may arise in a case where acontact center client decides that the most important strategic priority in their business at present is the maximization of revenues. In such a case, the client would remotely set the weightings to favor the selection of agents that would generate thegreatest probability of a sale in a given contact. Subsequently the client may take the view that maximization of customer satisfaction is more important for their business. In this event, they can remotely set the weightings such that callers arerouted to agents most likely to maximize their level of satisfaction. Alternatively the change in weighting may be set to take effect at a subsequent time, for instance, commencing the following morning
FIG. 7 illustrates another exemplary model or method for matching a caller to an agent, and which may combine agent grades, agent demographic data, agent psychographic data, and other business-relevant data about the agent (individually orcollectively referred to in this application as "agent data"), along with demographic, psychographic, BTN data, and other business-relevant data about callers (individually or collectively referred to in this application as "caller data"). Agent andcaller demographic data can comprise any of: gender, race, age, education, accent, income, nationality, ethnicity, area code, zip code, marital status, job status, and credit score. Agent and caller psychographic data can comprise any of introversion,sociability, desire for financial success, and film and television preferences.
This exemplary model or method includes determining at least one caller data for a caller, determining at least one agent data for each of two agents, using the agent data and the caller data in a pattern matching algorithm, and matching thecaller to one of the two agents to increase the chance of an optimal interaction. At 801, at least one caller data (such as a caller demographic or psychographic data) is determined. One way of accomplishing this is by retrieving this from availabledatabases by using the caller's contact information as an index. Available databases include, but are not limited to, those that are publicly available, those that are commercially available, or those created by a contact center or a contact centerclient. In an outbound contact center environment, the caller's contact information is known beforehand. In an inbound contact center environment, the caller's contact information can be retrieved by examining the caller's CallerID information or byrequesting this information of the caller at the outset of the contact, such as through entry of a caller account number or other caller-identifying information. Other business-relevant data such as historic purchase behavior, current level ofsatisfaction as a customer, or volunteered level of interest in a product may also be retrieved from available databases.
At 702, at least one agent data for each of two agents is determined. One method of determining agent demographic or psychographic data can involve surveying agents at the time of their employment or periodically throughout their employment. Such a survey process can be manual, such as through a paper or oral survey, or automated with the survey being conducted over a computer system, such as by deployment over a web-browser.
Though this advanced embodiment preferably uses agent grades, demographic, psychographic, and other business-relevant data, along with caller demographic, psychographic, and other business-relevant data, other examples can eliminate one or moretypes or categories of caller or agent data to minimize the computing power or storage needs.
Once agent data and caller data have been collected, this data is passed to a computational system. The computational system then, in turn, uses this data in a pattern matching algorithm at 703 to create a computer model that matches each agentwith the caller and estimates the probable outcome of each matching along a number of optimal interactions, such as the generation of a sale, the duration of contact, or the likelihood of generating an interaction that a customer finds satisfying.
Exemplary pattern matching algorithms can include any correlation algorithm, such as a neural network algorithm or a genetic algorithm. In one example, a resilient backpropagation (RProp) algorithm may be used, as described by M. Riedmiller, H.Braun: "A Direct Adaptive Method for Faster backpropagation Learning: The RPROP Algorithm," Proc. of the IEEE Intl. Conf. on Neural Networks 1993, which is incorporated by reference herein in its entirety. To generally train or otherwise refine thealgorithm, actual contact results (as measured for an optimal interaction) are compared against the actual agent and caller data for each contact that occurred. The pattern matching algorithm can then learn, or improve its learning of, how matchingcertain callers with certain agents will change the chance of an optimal interaction. In this manner, the pattern matching algorithm can then be used to predict the chance of an optimal interaction in the context of matching a caller with a particularset of caller data, with an agent of a particular set of agent data. Preferably, the pattern matching algorithm is periodically refined as more actual data on caller interactions becomes available to it, such as periodically training the algorithm everynight after a contact center has finished operating for the day.
At 704, the pattern matching algorithm is used to create a computer model reflecting the predicted chances of an optimal interaction for each agent and caller matching. Preferably, the computer model will comprise the predicted chances for aset of optimal interactions for every agent that is logged in to the contact center as matched against every available caller. Alternatively, the computer model can comprise subsets of these, or sets containing the aforementioned sets. For example,instead of matching every agent logged into the contact center with every available caller, exemplary methods and systems can match every available agent with every available caller, or even a narrower subset of agents or callers. Likewise, theexemplary methods and systems can match every agent that ever worked on a particular campaign--whether available or logged in or not--with every available caller. Similarly, the computer model can comprise predicted chances for one optimal interactionor a number of optimal interactions.
The computer model can also be further refined to comprise a suitability score for each matching of an agent and a caller. The suitability score can be determined by taking the chances of a set of optimal interactions as predicted by thepattern matching algorithm, and weighting those chances to place more or less emphasis on a particular optimal interaction as related to another optimal interaction. The suitability score can then be used to determine which agents should be connected towhich callers.
In other examples, exemplary models or methods may utilize affinity data associated with callers and/or agents. For example, affinity data may relate to an individual caller's contact outcomes (referred to in this application as "calleraffinity data"), independent of their demographic, psychographic, or other business-relevant information. Such caller affinity data can include the caller's purchase history, contact time history, or customer satisfaction history. These histories canbe general, such as the caller's general history for purchasing products, average contact time with an agent, or average customer satisfaction ratings. These histories can also be agent specific, such as the caller's purchase, contact time, or customersatisfaction history when connected to a particular agent.
As an example, a certain caller may be identified by their caller affinity data as one highly likely to make a purchase, because in the last several instances in which the caller was contacted, the caller elected to purchase a product orservice. This purchase history can then be used to appropriately refine matches such that the caller is preferentially matched with an agent deemed suitable for the caller to increase the chances of an optimal interaction. Using this embodiment, acontact center could preferentially match the caller with an agent who does not have a high grade for generating revenue or who would not otherwise be an acceptable match, because the chance of a sale is still likely given the caller's past purchasebehavior. This strategy for matching would leave available other agents who could have otherwise been occupied with a contact interaction with the caller. Alternatively, the contact center may instead seek to guarantee that the caller is matched withan agent with a high grade for generating revenue, irrespective of what the matches generated using caller data and agent demographic or psychographic data may indicate.
In one example, affinity data and an affinity database developed by the described examples may be one in which a caller's contact outcomes are tracked across the various agent data. Such an analysis might indicate, for example, that the calleris most likely to be satisfied with a contact if they are matched to an agent of similar gender, race, age, or even with a specific agent. Using this example, the method could preferentially match a caller with a specific agent or type of agent that isknown from the caller affinity data to have generated an acceptable optimal interaction.
Affinity databases can provide particularly actionable information about a caller when commercial, client, or publicly-available database sources may lack information about the caller. This database development can also be used to furtherenhance contact routing and agent-to-caller matching even in the event that there is available data on the caller, as it may drive the conclusion that the individual caller's contact outcomes may vary from what the commercial databases might imply. Asan example, if an exemplary method was to rely solely on commercial databases in order to match a caller and agent, it may predict that the caller would be best matched to an agent of the same gender to achieve optimal customer satisfaction. However, byincluding affinity database information developed from prior interactions with the caller, an exemplary method might more accurately predict that the caller would be best matched to an agent of the opposite gender to achieve optimal customersatisfaction.
Another aspect of the present invention is that it may develop affinity databases that comprise revenue generation, cost, and customer satisfaction performance data of individual agents as matched with specific caller demographic, psychographic,or other business-relevant characteristics (referred to in this application as "agent affinity data"). An affinity database such as this may, for example, result in predicting that a specific agent performs best in interactions with callers of a similarage, and less well in interactions with a caller of a significantly older or younger age. Similarly this type of affinity database may result in predicting that an agent with certain agent affinity data handles callers originating from a particulargeography much better than the agent handles callers from other geographies. As another example, an exemplary method may predict that a particular agent performs well in circumstances in which that agent is connected to an irate caller.
Though affinity databases are preferably used in combination with agent data and caller data that pass through a pattern matching algorithm to generate matches, information stored in affinity databases can also be used independently of agentdata and caller data such that the affinity information is the only information used to generate matches. For instance, in some examples, the first level of processing may include a first computer model that relies on both a pattern matching algorithmand affinity data, and a second computer model that relies on affinity data alone.
Many of the techniques described here may be implemented in hardware or software, or a combination of the two. Preferably, the techniques are implemented in computer programs executing on programmable computers that each includes a processor, astorage medium readable by the processor (including volatile and nonvolatile memory and/or storage elements), and suitable input and output devices. Program code is applied to data entered using an input device to perform the functions described and togenerate output information. The output information is applied to one or more output devices. Moreover, each program is preferably implemented in a high level procedural or object-oriented programming language to communicate with a computer system. However, the programs can be implemented in assembly or machine language, if desired. In any case, the language may be a compiled or interpreted language.
Each such computer program is preferably stored on a storage medium or device (e.g., CD-ROM, hard disk or magnetic diskette) that is readable by a general or special purpose programmable computer for configuring and operating the computer whenthe storage medium or device is read by the computer to perform the procedures described. The system also may be implemented as a computer-readable storage medium, configured with a computer program, where the storage medium so configured causes acomputer to operate in a specific and predefined manner.
FIG. 8 illustrates a typical computing system 800 that may be employed to implement processing functionality in embodiments of the invention. Computing systems of this type may be used in clients and servers, for example. Those skilled in therelevant art will also recognize how to implement the invention using other computer systems or architectures. Computing system 800 may represent, for example, a desktop, laptop or notebook computer, hand-held computing device (PDA, cell phone, palmtop,etc.), mainframe, server, client, or any other type of special or general purpose computing device as may be desirable or appropriate for a given application or environment. Computing system 800 can include one or more processors, such as a processor804. Processor 804 can be implemented using a general or special purpose processing engine such as, for example, a microprocessor, microcontroller or other control logic. In this example, processor 804 is connected to a bus 802 or other communicationmedium.
Computing system 800 can also include a main memory 808, such as random access memory (RAM) or other dynamic memory, for storing information and instructions to be executed by processor 804. Main memory 808 also may be used for storingtemporary variables or other intermediate information during execution of instructions to be executed by processor 804. Computing system 800 may likewise include a read only memory ("ROM") or other static storage device coupled to bus 802 for storingstatic information and instructions for processor 804.
The computing system 800 may also include information storage system 810, which may include, for example, a media drive 812 and a removable storage interface 820. The media drive 812 may include a drive or other mechanism to support fixed orremovable storage media, such as a hard disk drive, a floppy disk drive, a magnetic tape drive, an optical disk drive, a CD or DVD drive (R or RW), or other removable or fixed media drive. Storage media 818 may include, for example, a hard disk, floppydisk, magnetic tape, optical disk, CD or DVD, or other fixed or removable medium that is read by and written to by media drive 812. As these examples illustrate, the storage media 818 may include a computer-readable storage medium having stored thereinparticular computer software or data.
In alternative embodiments, information storage system 810 may include other similar components for allowing computer programs or other instructions or data to be loaded into computing system 800. Such components may include, for example, aremovable storage unit 822 and an interface 820, such as a program cartridge and cartridge interface, a removable memory (for example, a flash memory or other removable memory module) and memory slot, and other removable storage units 822 and interfaces820 that allow software and data to be transferred from the removable storage unit 818 to computing system 800.
Computing system 800 can also include a communications interface 824. Communications interface 824 can be used to allow software and data to be transferred between computing system 800 and external devices. Examples of communications interface824 can include a modem, a network interface (such as an Ethernet or other NIC card), a communications port (such as for example, a USB port), a PCMCIA slot and card, etc. Software and data transferred via communications interface 824 are in the form ofsignals which can be electronic, electromagnetic, optical or other signals capable of being received by communications interface 824. These signals are provided to communications interface 824 via a channel 828. This channel 828 may carry signals andmay be implemented using a wireless medium, wire or cable, fiber optics, or other communications medium. Some examples of a channel include a phone line, a cellular phone link, an RF link, a network interface, a local or wide area network, and othercommunications channels.
In this document, the terms "computer program product," "computer-readable medium" and the like may be used generally to refer to physical, tangible media such as, for example, memory 808, storage media 818, or storage unit 822. These and otherforms of computer-readable media may be involved in storing one or more instructions for use by processor 804, to cause the processor to perform specified operations. Such instructions, generally referred to as "computer program code" (which may begrouped in the form of computer programs or other groupings), when executed, enable the computing system 800 to perform features or functions of embodiments of the present invention. Note that the code may directly cause the processor to performspecified operations, be compiled to do so, and/or be combined with other software, hardware, and/or firmware elements (e.g., libraries for performing standard functions) to do so.
In an embodiment where the elements are implemented using software, the software may be stored in a computer-readable medium and loaded into computing system 800 using, for example, removable storage media 818, drive 812 or communicationsinterface 824. The control logic (in this example, software instructions or computer program code), when executed by the processor 804, causes the processor 804 to perform the functions of the invention as described herein.
The above-described embodiments of the present invention are merely meant to be illustrative and not limiting. Various changes and modifications may be made without departing from the invention in its broader aspects. The appended claimsencompass such changes and modifications within the spirit and scope of the invention.
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