IP Library Granted Patent US 10,901,757
Granted Patent B1
US 10,901,757 · App. 16/116,589 · Granted Jan 26, 2021

System and method for assisting an agent during a client interaction

Inventors: Daniel A. Coyer (Dunedin, FL); Ryan L. Techlin (Hortonville, WI); Jeremy T. Tellock (Appleton, WI); Dennis C. White (Arvada, CO); Shelley A. Wildenberg (Crivitz, WI)
Assignee: WEST CORPORATION
G06F9/451G06F3/167G06F16/3334G06F16/9535G10L15/08G10L15/22G10L2015/088G10L2015/223
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Quick Facts
Patent No.
US 10,901,757
App. No.
16/116,589
Granted
Jan 26, 2021
Kind
B1
Abstract

A computing system, method and non-transitory computer readable memory are provided, to assist an agent during a client interaction between the agent and a client over a communications channel. An agent station may generate a graphic user interface (GUI) of the client interaction during the client interaction, the GUI displaying a current identified keyword and one or more interaction phases, each interaction phase having a respective current phase score for the client interaction. A keyword and associated keyword information from the client interaction may be received, including phase and corresponding phase score information, and the GUI updated with the currently identified keyword and newly received phase information accounting for the received corresponding phase score information.

Claims (72)

1. A computing system for assisting an agent during a client interaction between the agent and a client over a voice communications channel, the computing system comprising:

an agent station having an agent processor configured to:

generate a graphic user interface of the client interaction on an agent display during the client interaction, the graphic user interface to display a current identified keyword and interaction phrase having a current phase score for the client interaction;

receive a keyword and associated keyword information from the client interaction, the associated keyword information including an associated interaction phase and a corresponding phase score; and

update, during the client interaction, the graphic user interface to replace the current identified keyword with the received keyword, and to replace the current phase score with the phase score corresponding to the received associated interaction phase.

2. The computing system of claim 1 where the voice communications channel is routed through a server, and wherein the server further comprises a server processor configured to:

determine a client keyword set including a plurality of keywords and associated keyword information;

provide voice recognition of a client channel and of a client channel of the client interaction;

identify the received keyword from the determined client keyword set based on the voice recognition of the client channel;

determine the associated interaction phase and a weighting factor for the received keyword;

determine the corresponding current phase score based on the weighting factor; and

communicate, during the client interaction, the received keyword and the associated keyword information, including the associated interaction phase and the corresponding current phase score, to the agent station.

3. The computing system of claim 2 , wherein, when the server processor is configured to identify a utilized keyword, the server processor further is to:

identify the received keyword from the determined client keyword set based on the voice recognition of the agent channel.

4. The computing system of claim 2 , wherein the agent processor is further configured to:

display, during the client interaction, all keyword and associated keyword information for the client interaction in a keyword list portion of the graphic user interface during the client interaction.

5. The computing system of claim 2 , wherein the agent processor is further configured to:

display, by the graphic user interface, a positive phase score and a negative phase score for the associated interaction phase, and

where the server processor is configured to:

determine a positive phase score corresponding to the associated interaction phase based on the weighting factor, where the weighting factor has a positive value,

determine a negative phase score corresponding to the associated interaction phase based on the weighting factor, where the weighting factor has a negative value,

communicate the corresponding positive phase score and the corresponding negative phase score for the associated interaction phase, and

wherein the agent processor is configured to:

display, by the graphic user interface, an updated positive phase score and an updated negative phase score corresponding to the received associated interaction phase.

6. The computing system of claim 1 , wherein the keyword is a keyword phrase.

7. The computing system of claim 1 , wherein the associated keyword information further includes a weighting factor, and

wherein the agent processor is configured to:

display the current identified keyword in a first color when the weighting factor has a positive value, and

display the current identified keyword in a second color, different than the first color, when the weighting factor has a negative value.

8. A method of assisting an agent during a client interaction over a communications channel, the method comprising:

providing, by an agent display of an agent station, a graphic user interface displaying a current identified keyword and an interaction phase having a current phase score for the client interaction;

receiving, by the agent station a keyword and associated keyword information, the associated keyword information including an associated interaction phase and an associated current phase score; and

updating, during the client interaction, the graphic user interface to replace the current identified keyword with the received keyword, and to replace the current phase score with the phase score corresponding to the received associated interaction phase.

9. The method of claim 8 , further comprising:

routing the client a server, the method and further comprising:

determining a client keyword set including a plurality of keywords and associated keyword information;

providing voice recognition of a client channel and of a client channel of the client interaction;

identifying the received keyword from the determined client keyword set based on the voice recognition of the client channel;

determining the associated interaction phase and a weighting factor for the received keyword;

determining the corresponding current phase score based on the weighting factor; and

communicating, during the client interaction, the received keyword and the associated keyword information, including the associated interaction phase and the corresponding current phase score, to the agent station.

10. The method of claim 9 , further comprising:

subscribing, by the agent station, to a property change event associated with the client interaction,

wherein the server, upon detecting the property change event, communicates the received keyword and the received associated keyword information to the agent station.

11. The method of claim 9 , wherein the identifying the received key word further comprises:

identifying the received keyword from the determined client keyword set based on the voice recognition of the agent channel.

12. The method of claim 9 , wherein the determining the client keyword set comprises:

determining the client keyword set using one or more of a client identification code and a caller identification notification received during the client interaction.

13. The method of claim 9 , wherein the providing the graphic user interface further comprises:

displaying, during the client interaction, all keyword and associated keyword information for the client interaction in a keyword list portion.

14. The method of claim 9 , wherein the providing the graphic user interface further comprises:

displaying a current call score, a daily high call score, and an all-time high score,

where the current call score, the daily high call score, and the all-time high score are determined based on the weighting factor.

15. The method of claim 9 , wherein the providing the graphic user Interface further comprises:

includes displaying a positive phase score and a negative phase score for the associated interaction phase;

determining a positive phase score corresponding to the associated interaction phase based on the weighting factor, where the weighting factor has a positive value;

determining a negative phase score corresponding to the associated interaction phase based on the weighting factor, where the weighting factor has a negative value; and

display an updated positive phase score and an updated negative phase score corresponding to the received associated interaction phase.

16. The method of claim 8 , wherein the providing the graphic user interface further comprises:

displaying a current keyword category associated with the current identified keyword, and

where the receiving the associated keyword information includes receiving a received keyword category, and

where the updating the graphic user interface includes updating the current keyword with the received keyword category.

17. The method of claim 8 , wherein the keyword is a keyword phrase.

18. A non-transitory computer readable medium storing program instructions that when executed by a computer cause the computer to perform:

providing, by an agent display of an agent station, a graphic user interface displaying a current identified keyword and an interaction phase having a current phase score for the client interaction;

receiving, by the agent station a keyword and associated keyword information, the associated keyword information including an associated interaction phase and an associated current phase score; and

updating, during the client interaction, the graphic user interface to replace the current identified keyword with the received keyword, and to replace the current phase score with the phase score corresponding to the received associated interaction phase.

19. The non-transitory computer readable medium of claim 18 , where the program instruction cause the computer to perform:

displaying, by the graphic user interface during the client interaction, all keyword and associated keyword information for the client interaction in a keyword list portion.

20. The non-transitory computer readable medium of claim 18 , where the program instruction cause the computer to perform:

displaying, by the graphic user interface, a current call score, a daily high call score, and an all-time high score; and

updating the graphic user interface including updating the current call score, the daily high call score, and the all-time high score of the graphic user interface.

Assignments (6)
RELEASE OF SECURITY INTEREST Recorded Feb 24, 2023
From: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS AGENT
To: SALELYTICS, LLC
Reel/Frame 062794/0795 →
CORRECTIVE ASSIGNMENT TO CORRECT THE THE SPELLING OF THE ASSIGNEE'S NAME PREVIOUSLY RECORDED AT REEL: 062167 FRAME: 0348. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Feb 21, 2023
From: INTRADO CORPORATION
To: SALELYTICS, LLC
Reel/Frame 062812/0058 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 21, 2022
From: INTRADO CORPORATION
To: SALELYTICS, LLC
Reel/Frame 062167/0348 →
CHANGE OF NAME Recorded Dec 15, 2022
From: WEST CORPORATION
To: INTRADO CORPORATION
Reel/Frame 062137/0844 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS - FIRST LIEN Recorded May 22, 2019
From: WEST CORPORATION
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 049255/0843 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 29, 2018
From: COYER, DANIEL A.; TECHLIN, RYAN L.; TELLOCK, JEREMY T.; WHITE, DENNIS C.; WILDENBERG, SHELLEY A.
To: WEST CORPORATION
Reel/Frame 046744/0489 →