IP Library Granted Patent US 10,868,914
Granted Patent B1
US 10,868,914 · App. 16/670,311 · Granted Dec 15, 2020

Capacity manager for multi-dimensional presence model to manage call-center agent load

Inventors: Doug Leavitt (San Francisco, CA); Mariana Rabagal (Lisbon, PT)
Assignee: TALKDESK INC.
H04M3/5232G06N5/04G06N20/00G06Q10/107G06Q30/016
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 10,868,914
App. No.
16/670,311
Granted
Dec 15, 2020
Kind
B1
Abstract

A system is provided that employs a multi-dimensional presence model to manage routing of interaction requests from customers to available agents over available omni-channels in contact center(s). The multi-dimensional presence model employs multiple model states that define availability and capacity for a given agent or class of agents, including, but not limited to, an availability state of the agent, as well as occupancy, activity, device, and channel states to which a routing engine in the contact center can effectively route requested interactions of a customer with an agent. A capacity manager is also disclosed that can be used to facilitate the configuring of the multi-dimensional presence model for a given agent or class of agents.

Claims (28)

1. A computer implemented method to create a multi-dimensional presence model for an agent to manage a routing load of a call-center, the method comprising:

receiving, by a processor of a first computing device, from a graphical user interface hosted on a second computing device, a plurality of inputs from input widgets in the graphical user interface, including a first input, a second input, a third input, and a fourth input, wherein the first input is associated with an contact-center communication type available for an agent-customer interaction, wherein the second input is associated with a maximum number of interactions, wherein the third input is associated with an interaction weight parameter for each of the available contact-center communication type, and wherein the fourth input is associated with an availability state of the agent; and

storing, by the processor, in a database accessible by a routing engine, data associated with the first, second, third, and fourth input, wherein the stored data is subsequently used to route a request for an interaction between a customer and an agent using a determined available interaction capacity value determined for the agent based on the data associated with the first, second, third, and fourth input.

2. The computer implemented method of claim 1 , wherein the available interaction capacity value for the given agent is determined by summing all the capacity values of current interactions assigned to the given agent.

3. The computer implemented method of claim 2 , wherein the capacity values of current interactions assigned to the given agent is defined, at least by, a first, second, and third state in the multi-dimensional capacity model for the given agent.

4. The computer implemented method of claim 2 , wherein the capacity values of current interactions assigned to the given agent is defined, at least by, a first, second, third, and fourth state in the multi-dimensional capacity model for the given agent.

5. The computer implemented method of claim 1 , wherein the multi-dimensional capacity model includes a fifth model state, the fifth model state being associated with an activity or task.

6. The computer implemented method of claim 1 , wherein the multi-dimensional capacity model includes a fifth model state, the fifth model state being associated with an activity or task.

7. The computer implemented method of claim 1 , wherein the second model state associated with the contact-center communication type available for the agent-customer interaction includes a first parameter associated with an interaction between the given agent and the customer and a second parameter associated with a wrap-up activity following the interaction between the given agent and the customer.

8. The computer implemented method of claim 1 , wherein the second parameter associated with a wrap-up activity includes an occupancy value associated with data entry of customer notes for the interaction.

9. The computer implemented method of claim 1 , wherein the contact-center communication type available for the agent-customer interaction includes a voice interaction channel, a SMS interaction channel, an email interaction channel, a messaging client interaction channel, and a database interaction channel.

10. The computer implemented method of claim 9 , wherein the database interaction channels is associated with interaction with a customer relation management (CRM) database.

11. A system to manage routing load of a call-center agent, the system comprising:

a processor; and

a memory having instructions stored thereon, wherein execution of the instructions by the processor, cause the processor to:

receive, from a graphical user interface hosted on a computing device, a plurality of inputs from input widgets in the graphical user interface, including a first input, a second input, a third input, and a fourth input, wherein the first input is associated with an contact-center communication type available for an agent-customer interaction, wherein the second input is associated with a maximum number of interactions, wherein the third input is associated with an interaction weight parameter for each of the available contact-center communication type, and wherein the fourth input is associated with an availability state of the agent; and

store, in a database accessible by a routing engine, data associated with the first, second, third, and fourth input, wherein the stored data is subsequently used to route a request for an interaction between a customer and an agent using a determined available interaction capacity value determined for the agent based on the data associated with the first, second, third, and fourth input.

12. The system of claim 11 , wherein the available interaction capacity value for the given agent is determined by summing all the capacity values of current interactions assigned to the given agent.

13. The system of claim 12 , wherein the capacity values of current interactions assigned to the given agent is defined, at least by, a first, second, and third state in the multi-dimensional capacity model for the given agent.

14. The system of claim 12 , wherein the capacity values of current interactions assigned to the given agent is defined, at least by, a first, second, third, and fourth state in the multi-dimensional capacity model for the given agent.

15. The system of claim 11 , wherein the multi-dimensional capacity model includes a fifth model state, the fifth model state being associated with an activity or task.

16. The system of claim 11 , wherein the multi-dimensional capacity model includes a fifth model state, the fifth model state being associated with an activity or task.

17. The system of claim 11 , wherein the second model state associated with the contact-center communication type available for the agent-customer interaction includes a first parameter associated with an interaction between the given agent and the customer and a second parameter associated with a wrap-up activity following the interaction between the given agent and the customer.

18. The system of claim 11 , wherein the system comprises a capacity manager module in a contact center.

19. The system of claim 11 , wherein the contact-center communication type available for the agent-customer interaction includes a voice interaction channel, a SMS interaction channel, an email interaction channel, a messaging client interaction channel, and a database interaction channel.

20. A non-transitory computer readable medium to manage routing load of a call-center agent, the computer readable medium comprising instructions stored thereon, wherein execution of the instructions by a processor, cause the processor to:

receive, from a graphical user interface hosted on a computing device, a plurality of inputs from input widgets in the graphical user interface, including a first input, a second input, a third input, and a fourth input, wherein the first input is associated with an contact-center communication type available for an agent-customer interaction, wherein the second input is associated with a maximum number of interactions, wherein the third input is associated with an interaction weight parameter for each of the available contact-center communication type, and wherein the fourth input is associated with an availability state of the agent; and

store, in a database accessible by a routing engine, data associated with the first, second, third, and fourth input, wherein the stored data is subsequently used to route a request for an interaction between a customer and an agent using a determined available interaction capacity value determined for the agent based on the data associated with the first, second, third, and fourth input.

Assignments (3)
SECURITY INTEREST Recorded Sep 18, 2025
From: TALKDESK, INC.
To: HSBC BANK USA, N.A.
Reel/Frame 072293/0160 →
SECURITY INTEREST Recorded Nov 3, 2022
From: TALKDESK, INC.
To: HSBC BANK USA, N.A.
Reel/Frame 061878/0034 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 9, 2020
From: LEAVITT, DOUG; RABAÇAL, MARIANA; OLIVEIRA, RICARDO
To: TALKDESK, INC.
Reel/Frame 054317/0124 →