IP Library Granted Patent US 8,917,852
Granted Patent B1
US 8,917,852 · App. 14/149,137 · Granted Dec 23, 2014

Agent-centric processing of prioritized outbound contact lists

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 8,917,852
App. No.
14/149,137
Granted
Dec 23, 2014
Kind
B1
Abstract

Outbound contact records for a contact center can be arranged as an ordered list reflecting a priority for reaching a party during defined time periods. For each time period, the corresponding prioritized list is used for originating outbound contacts. Originating outbound contacts involves first determining when an agent is available and determining an agent profile of the available agent. Then, records in the ordered list are searched to identify parties having a compatible called party profile matching the agent profile. When an agent is available, the selected contact records are used to generate outbound contacts and a responding party is matched to the agent. Other responding parties may be matched with other agents having the same agent profile or matched with second-best compatible agents. At certain conditions, the remaining records may be processed in a list-centric manner wherein a responding party is matched with any available agent.

Claims (81)

1. An agent-centric method for associating an outbound communication with an agent in a contact center comprising:

determining an available agent by a computer processor from among a plurality of agents in the contact center, wherein the available agent is associated with an agent profile comprising a first indicator;

accessing at least part of a dialing list comprising a plurality of outbound contact records by the computer processor, wherein each outbound contact record indicates a respective contact telephone number and is further associated with a respective contact party profile;

selecting one or more outbound contact records from the dialing list by the computer processor to form an attempt group, wherein selection of the one or more outbound contact records is based on matching a second indicator in the respective contact party profile for each of the one or more outbound contact records with the first indicator of the agent profile;

originating an outbound communication for the available agent by a contact device using one of the one or more outbound contact records in the attempt group;

determining a connection to a remote party is established for the outbound communication; and

connecting the remote party to the available agent.

2. The method of claim 1 ,

wherein the dialing list comprises a prioritized indication of each outbound contact record in the dialing list, and

the dialing list is associated with a specified time period.

3. The method of claim 1 ,

wherein the dialing list is one of a plurality of dialing lists used by the contact device,

each one of the plurality of dialing lists comprises a respective prioritized dialing indication of each outbound contact record in the respective dialing list, and

each one of the plurality of dialing lists is associated with a distinct specified time period.

4. The method of claim 2 , wherein the dialing list is used only during the specified time period.

5. The method of claim 4 , further comprising:

determining an end of the specified time period has occurred;

identifying a second dialing list, wherein the second dialing list is associated with a second specified time period; and

performing the steps of claim 1 using the second dialing list in lieu of the dialing list.

6. The method of claim 1 , further comprising:

indicating in the one of the one or more outbound contact records in the attempt group that the remote party has been contacted.

7. The method of claim 1 , further comprising:

indicating in the one or more outbound contact records in the attempt group selection thereof.

8. The method of claim 1 , further comprising:

originating a second outbound communication for the available agent by the contact device using a second one of the one or more outbound contact records in the attempt group;

determining a second connection to a second remote party is established for the second outbound communication; and

based on connecting the remote party to the available agent:

selecting a second available agent from the plurality of agents having a second agent profile, wherein the second agent profile comprises a third indicator equal to the first indicator; and

connecting the second remote party with the second available agent.

9. A non-transitory computer readable medium comprising instructions for using an agent-centric approach for associating an outbound communication with an agent that when executed by a processor cause the processor to:

determine an available agent from among a plurality of agents in a contact center, wherein the available agent is associated with an agent profile comprising a first indicator;

access at least part of a dialing list stored in a memory, the dialing list comprising a plurality of outbound contact records, wherein each outbound contact record indicates a respective contact telephone number and is further associated with a respective contact party profile;

select one or more outbound contact records from the dialing list to form an attempt group, wherein selection of the one or more outbound contact records is based on matching a second indicator in the respective contact party profile for each one of the one or more outbound contact records with the first indicator of the agent profile;

cause an outbound communication to be originated for the available agent using one of the one or more outbound contact records in the attempt group record;

determine a connection to a remote party is established for the outbound communication; and

connect the remote party with the available agent.

10. The non-transitory computer readable medium of claim 9 , further comprising instructions that when executed by the processor cause the processor to:

determine an end of a specified time period has occurred;

identify a second dialing list, wherein the second dialing list is associated with a second specified time period; and

perform the operations of claim 9 using the second dialing list in lieu of the dialing list.

11. The non-transitory computer readable medium of claim 9 , further comprising instructions that when executed by the processor cause the processor to:

indicate in the one of the one or more outbound contact records in the attempt group that contact with the remote party has occurred.

12. The non-transitory computer readable medium of claim 9 , further comprising instructions that when executed by the processor cause the processor to:

indicate in the one or more outbound contact records of the attempt group selection thereof.

13. The non-transitory computer readable medium of claim 9 , further comprising instructions that when executed by the processor cause the processor to:

cause a second outbound communication to be originated for the available agent using a second one of the one or more second outbound contact records in the attempt group;

determine a second connection is established to another remote party for the second outbound communication; and

based on connecting the remote party to the available agent:

selecting a second available agent from the plurality of agents having a second agent profile, wherein the second agent profile comprises a third indicator equal to the first indicator; and

connect the another remote party with the second available agent.

14. The non-transitory computer readable medium of claim 9 ,

wherein the dialing list is one of a plurality of dialing lists,

each dialing list comprises a respective prioritized indication of each outbound contact record, and

each of the plurality of dialing lists is associated with a distinct specified time period.

15. A system for using an agent-centric approach to connect an outbound communication with an agent in a contact center, comprising:

a processor configured to:

determine an available agent from among a plurality of agents in the contact center, wherein the available agent is associated with an agent profile comprising a first indicator;

access at least part of a dialing list, the dialing list comprising a plurality of outbound contact records, wherein each outbound contact record indicates a respective contact telephone number and is further associated with a respective contact party profile;

select one or more outbound contact records from the dialing list to form an attempt group, wherein selection of the one or more outbound contact records is based on matching a second indicator in the respective contact party profile for each one of the one or more outbound contact records with the first indicator of the agent profile;

cause an outbound communication to be originated for the available agent using one of the one or more outbound contact records in the attempt group;

determine a connection is established to a remote party for the outbound communication; and

connect the outbound communication to the available agent.

16. The system of claim 15 , wherein the processor is further configured to:

cause a second outbound communication to be originated for the available agent using a second one of the one or more outbound contact records in the attempt group;

determine a second connection is established to another remote party for the second outbound communication; and

based on connecting the outbound communication to the available agent:

select a second available agent having a second agent profile from the plurality of agents, wherein the second agent profile comprises a third indicator equal to the first indicator; and

connect the another remote party with the second available agent.

17. The system of claim 15 , further comprising:

a memory configured to store the dialing list, wherein the dialing list is one of a plurality of dialing lists stored in the memory and each dialing list of the plurality of dialing list is associated with a distinct time period.

18. The system of claim 15 , wherein the processor is further configured to:

cause a second outbound communication to be originated for the available agent using a second one of the one or more outbound contact records in the attempt group;

determine a second connection is established to another remote party for the second outbound communication; and

based on connecting the outbound communication to the available agent:

determine that no further agents are available having an associated agent profile matching the second indicator;

in response to determining that no further agents are available having an associated agent profile matching the second indicator, select another available agent; and

connect the second outbound communication with the another available agent.

19. The system of claim 15 , wherein the dialing list indicates a relative priority for each outbound contact record, and the processor is further configured to:

access the dialing list during a time period associated with the dialing list.

20. The system of claim 15 , wherein the processor is further configured to:

select the one or more outbound contact records from the dialing list based at least in part a relative dialing priority of each outbound contact record in the dialing list.

Assignments (12)
RELEASE OF SECURITY INTEREST Recorded Oct 27, 2025
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
Reel/Frame 073360/0209 →
SECURITY INTEREST Recorded Oct 27, 2025
From: ALVARIA, INC.
To: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
Reel/Frame 073360/0564 →
ASSIGNMENT Recorded Oct 27, 2025
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP); NOBLE SYSTEMS, LLC
To: ALVARIA, INC.
Reel/Frame 073360/0481 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0384 →
PATENT SECURITY AGREEMENT Recorded Mar 20, 2024
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
To: JEFFERIES FINANCE LLC
Reel/Frame 066850/0334 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0428 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2024
From: NOBLE SYSTEMS, LLC
To: ALVARIA CAYMAN (CX)
Reel/Frame 066850/0556 →
CERTIFICATE OF CONVERSION Recorded Mar 12, 2024
From: NOBLE SYSTEMS CORPORATION, A GEORGIA CORPORATION
To: NOBLE SYSTEMS, LLC, A DELAWARE LIMITED LIABILITY COMPANY
Reel/Frame 066794/0435 →
RELEASE OF SECURITY INTEREST Recorded May 10, 2021
From: WELLS FARGO CAPITAL FINANCE, LLC
To: NOBLE SYSTEMS CORPORATION
Reel/Frame 056193/0363 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
AMENDMENT Recorded Jun 2, 2015
From: NOBLE SYSTEMS CORPORATION
To: WELLS FARGO CAPITAL FINANCE, LLC
Reel/Frame 035812/0507 →