IP Library Granted Patent US 9,904,927
Granted Patent B2
US 9,904,927 · App. 15/409,921 · Granted Feb 27, 2018

Funnel analysis

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Quick Facts
Patent No.
US 9,904,927
App. No.
15/409,921
Filed
Jan 19, 2017
Granted
Feb 27, 2018
Kind
B2
Examiner
HUYNH, VAN D
Art Unit
2665
USPC
379/88.01
Abstract

Systems, methods, and media for the application of funnel analysis using desktop analytics and textual analytics to map and analyze the flow of customer service interactions. In an example implementation, the method includes: defining at least one flow that is representative of a series of events comprising at least one speech event, at least one Data Processing Activity (DPA) event, and at least one Computer Telephone Integration (CTI) event; receiving customer service interaction data comprising communication data, DPA metadata, and CTI metadata; applying the at least one flow to the customer service interaction data; determining if the customer service interaction data meets the at least one flow; and producing an automated indication based upon the determination.

Claims (37)

1. A method of funnel analysis, the method comprising:

defining at least one flow that is representative of a series of sequential events appearing in an identifiable order, the events comprising at least one speech event, at least one Data Processing Activity (DPA) event, and at least one Computer Telephone Integration (CTI) event;

receiving customer service interaction data comprising communication data, DPA metadata, and CTI metadata, wherein the customer service interaction is between a customer and a customer service agent;

applying the at least one flow to the customer service interaction data;

determining if the customer service interaction data matches the at least one flow; and

producing an automated indication based upon the determination identifying a match to the at least one defined flow.

2. The method of claim 1 , wherein the identifiable order of sequential events of the at least one flow begins with a triggering event, wherein the triggering event is indicative of a subject of interest to be explored by the defined flow.

3. The method of claim 2 , wherein the identifiable order of sequential events of the at least one flow ends with a data event representative of an outcome or resolution related to the subject of interest.

4. The method of claim 1 , wherein the at least one DPA event is defined by metadata from a customer service agent's workstation.

5. The method of claim 1 , wherein the at least one CTI event includes metadata that is related to communication or data processing performed by a customer service agent's workstation.

6. The method of claim 1 wherein the at least one speech event comprises at least one theme.

7. The method of claim 2 , further comprising, identifying themes in the communication data.

8. A non-transitory computer-readable storage medium in which computer program instructions are stored, which instructions, when executed by a computer, cause the computer to perform the steps comprising:

defining at least one flow that is representative of a series of sequential events appearing in an identifiable order, the events comprising at least one speech event, at least one Data Processing Activity (DPA) event, and at least one Computer Telephone Integration (CTI) event;

receiving customer service interaction data comprising communication data, DPA metadata, and CTI metadata;

applying the at least one flow to the customer service interaction data;

determining if the customer service interaction data matches the at least one flow; and

producing an automated indication based upon the determination identifying a match to the at least one defined flow.

9. The non-transitory computer-readable storage medium of claim 8 , wherein the identifiable order of sequential events of the at least one flow begins with a triggering event, wherein the triggering event is indicative of a subject of interest to be explored by the defined flow.

10. The non-transitory computer-readable storage medium of claim 9 , wherein the identifiable order of sequential events of the at least one flow ends with a data event representative of an outcome or resolution related to the subject of interest.

11. The non-transitory computer-readable storage medium of claim 8 , wherein the at least one DPA event is defined by metadata from a customer service agent's workstation.

12. The non-transitory computer-readable storage medium of claim 8 , wherein the at least one CTI event includes metadata that is related to communication or data processing performed by a customer service agent's workstation.

13. The non-transitory computer-readable storage medium of claim 8 , wherein the at least one speech event comprises at least one theme.

14. The non-transitory computer-readable storage medium of claim 13 , wherein the instructions cause the computer to perform the additional step of identifying themes in the communication data.

15. An apparatus comprising:

a communication interface configured to receive customer service interaction data comprising communication data, DPA metadata, and CTI metadata;

a hardware processor configured to perform the steps comprising:

defining at least one flow that is representative of a series of sequential events appearing in an identifiable order, the events comprising at least one speech event, at least one Data Processing Activity (DPA) event, and at least one Computer Telephone Integration (CTI) event;

receiving customer service interaction data comprising communication data, DPA metadata, and CTI metadata;

applying the at least one flow to the customer service interaction data;

determining if the customer service interaction data matches the at least one flow; and

producing an automated indication based upon the determination identifying a match to the at least one defined flow.

16. The apparatus of claim 15 , wherein the identifiable order of sequential events of the at least one flow begins with a triggering event, wherein the triggering event is indicative of a subject of interest to be explored by the defined flow.

17. The apparatus of claim 16 , wherein the identifiable order of sequential events of the at least one flow ends with a data event representative of an outcome or resolution related to the subject of interest.

18. The apparatus of claim 15 , wherein the DPA events are defined by metadata from a customer service agent's workstation.

19. The apparatus of claim 15 , wherein the at least one CTI event includes metadata that is related to communication or data processing performed by a customer service agent's workstation.

20. The apparatus of claim 15 , wherein the at least one speech event comprises at least one theme, and wherein the instructions cause the computer to perform the additional step of identifying themes in the communication data.

Assignments (1)
SECURITY INTEREST Recorded Dec 23, 2025
From: VERINT SYSTEMS INC.
To: ALTER DOMUS (US) LLC, AS COLLATERAL AGENT
Reel/Frame 074034/0919 →