IP Library Granted Patent US 11,418,647
Granted Patent B1
US 11,418,647 · App. 17/073,215 · Granted Aug 16, 2022

Presenting multiple customer contact channels in a browseable interface

Inventors: Patrick Peterson (Cambridge, MA); Michael Thome (Melrose, MA)
Assignee: Intrado Corporation
H04M3/5175G06Q10/06395G06Q30/016
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Quick Facts
Patent No.
US 11,418,647
App. No.
17/073,215
Granted
Aug 16, 2022
Kind
B1
Abstract

To enable analysis of the performance of a customer contact center handling interactions across multiple types of communication channels, a system is provided that collects and analyzes data across the multiple channels and allows a user, such as an analyst, to analyze customer journeys that comprise multiple interactions, or contacts, across multiple communication channel types. That analysis can be used to identify journeys with similar, perhaps problematic, characteristics and provide the analyst user with the ability to examine the collected data for each identified journey individually. Once a journey is selected, the system displays the collected data in a coordinated display of journey timeline, text history, and sequence of automatically detected significant events. This single-journey display, applied to multiple journeys in succession, allows the analyst to explicitly annotate problems or formulate hypotheses about problems that can then be quantified for impact by refining the initial multi-journey analysis.

Claims (42)

1. A method comprising:

receiving customer interaction data from a plurality of customer interactions comprising two or more of a call, a chat interaction, an email interaction and a web interaction;

processing the data collected for the plurality of customer interactions across a plurality of types of communication channels of a customer contact center to identify a plurality of journeys associated with the plurality of the customer interactions and to create a log comprising call routing data and agent data associated with one or more agents which were part of the customer interactions;

searching the collected data and displaying a list of the one or more journeys comprising the one or more customer interactions having the specified one or more properties;

in response to receiving a selection of a journey from the list of journeys:

identifying a plurality of journey interactions that occurred during the selected journey and which comply with predetermined filter criteria which comprises a journey timeline and pattern classification data which identifies one or more patterns of the customer interaction data which occurred prior to a customer resolution, and wherein the one or more patterns comprise which of the one or more communication channels was being used when a customer issue was experienced;

identifying, based on the identified one or more communication channels, whether including customer issue information on an online website associated with the web interaction will prevent subsequent instances of the customer issue from occurring; and

displaying a visual representation of the plurality of journey interactions based on the predetermined filter criteria which occurred during the selected journey.

2. The method of claim 1 wherein the selected journey comprises a first journey interaction comprising the call in a voice channel and at least one second journey interaction comprising the at least one chat interaction with the customer contact center.

3. The method of claim 1 wherein the selected journey comprises a first journey interaction comprising the chat interaction and at least one second journey interaction comprising the at least one web session interaction with the customer contact center.

4. The method of claim 1 wherein the selected journey comprises a first journey interaction comprising the call in a voice channel and at least one second journey interaction comprising the at least one email interaction with the customer contact center.

5. The method of claim 1 comprising receiving a selection of a journey interaction of the plurality of journey interactions on the timeline, and in response to the selection, displaying a single interaction display for the selected journey interaction that is dependent on a communication channel type of the selected journey interaction.

6. The method of claim 1 wherein displaying the visual representation comprises:

displaying a dialogue window; and

displaying within the dialogue window a scrollable list of dialogue of the plurality of journey interactions of the selected journey, the scrollable list of dialogue comprising dialogue from a plurality of types of journey interactions.

7. A system comprising at least one processor programmed to:

receive customer interaction data from a plurality of customer interactions comprising two or more of a call, a chat interaction, an email interaction and a web interaction;

process the data collected for the plurality of customer interactions across a plurality of types of communication channels of a customer contact center to identify a plurality of journeys associated with the plurality of the customer interactions and to create a log comprising call routing data and agent data associated with one or more agents which were part of the customer interactions;

search the collected data and display a list of the one or more journeys comprising the one or more customer interactions having the specified one or more properties;

in response to receiving a selection of a journey from the list of journeys:

identify a plurality of journey interactions that occurred during the selected journey and which comply with predetermined filter criteria, the plurality of journey interactions comprising a plurality of communication channel types which comprises a journey timeline and pattern classification data which identifies one or more patterns of the customer interaction data which occurred prior to a customer resolution, and wherein the one or more patterns comprise which of the one or more communication channels was being used when a customer issue was experienced;

identify, based on the identified one or more communication channels, whether including customer issue information on an online website associated with the web interaction will prevent subsequent instances of the customer issue from occurring; and

display a visual representation of the plurality of journey interactions based on the predetermined filter criteria which occurred during the selected journey.

8. The system of claim 7 wherein the selected journey comprises a first journey interaction comprising the call in a voice channel and at least one second journey interaction comprising the at least one chat interaction with the customer contact center.

9. The system of claim 7 wherein the selected journey comprises a first journey interaction comprising the chat interaction and at least one second journey interaction comprising the least one web session interaction with the customer contact center.

10. The system of claim 7 wherein the selected journey comprises a first journey interaction comprising the call in a voice channel and at least one second journey interaction comprising the least one email interaction with the customer contact center.

11. The system of claim 7 wherein the processor is programmed to receive a selection of a journey interaction of the plurality of journey interactions on the timeline, and in response to the selection, display a single interaction display for the selected journey interaction that is dependent on a communication channel type of the selected journey interaction.

12. The system of claim 7 wherein the processor is programmed to display, within the visual representation, a dialogue window, and display within the dialogue window, a scrollable list of dialogue of the plurality of journey interactions of the selected journey, the scrollable list of dialogue comprising dialogue from a plurality of types of journey interactions.

13. A non-transitory computer readable storage medium configured to store instructions that when executed cause a processor to perform:

receiving customer interaction data from a plurality of customer interactions comprising two or more of a call, a chat interaction, an email interaction and a web interaction;

processing the data collected for the plurality of customer interactions across a plurality of types of communication channels of a customer contact center to identify a plurality of journeys associated with the plurality of the customer interactions and to create a log comprising call routing data and agent data associated with one or more agents which were part of the customer interactions;

searching the collected data and displaying a list of the one or more journeys comprising the one or more customer interactions having the specified one or more properties;

in response to receiving a selection of a journey from the list of journeys:

identifying a plurality of journey interactions that occurred during the selected journey and which comply with predetermined filter criteria which comprises a journey timeline and pattern classification data which identifies one or more patterns of the customer interaction data which occurred prior to a customer resolution, and wherein the one or more patterns comprise which of the one or more communication channels was being used when a customer issue was experienced;

identifying, based on the identified one or more communication channels, whether including customer issue information on an online website associated with the web interaction will prevent subsequent instances of the customer issue from occurring; and

displaying a visual representation of the plurality of journey interactions based on the predetermined filter criteria which occurred during the selected journey.

14. The non-transitory computer readable storage medium of claim 13 wherein the selected journey comprises a first journey interaction comprising the call in a voice channel and at least one second journey interaction comprising the least one chat interaction with the customer contact center.

15. The non-transitory computer readable storage medium of claim 13 wherein the selected journey comprises a first journey interaction comprising the chat interaction and at least one second journey interaction comprising the least one web session interaction with the customer contact center.

16. The non-transitory computer readable storage medium of claim 13 comprising receiving a selection of a journey interaction of the plurality of journey interactions on the timeline, and in response to the selection, displaying a single interaction display for the selected journey interaction that is dependent on a communication channel type of the selected journey interaction.

17. The non-transitory computer readable storage medium of claim 13 wherein displaying the visual representation comprises:

displaying a dialogue window; and

displaying within the dialogue window a scrollable list of dialogue of the plurality of journey interactions of the selected journey, the scrollable list of dialogue comprising dialogue from a plurality of types of journey interactions.

Assignments (5)
OMNIBUS ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Nov 25, 2024
From: UBS AG, STAMFORD BRANCH (AS SUCCESSOR TO CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH IN ITS CAPACITY AS COLLATERAL AGENT)
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS THE SUCCESSOR COLLATERAL AGENT
Reel/Frame 069438/0775 →
CHANGE OF NAME Recorded May 22, 2023
From: INTRADO CORPORATION
To: WEST TECHNOLOGY GROUP, LLC
Reel/Frame 063717/0291 →
NOTICE OF GRANT OF SECURITY INTEREST (SECOND LIEN) IN PATENTS Recorded Jan 31, 2023
From: CX360, INC.; WEST TECHNOLOGY GROUP, LLC (FKA INTRADO CORPORATION, FKA WEST CORPORATION); INTRADO INTERACTIVE SERVICES CORPORATION (FKA WEST INTERACTIVE SERVICES CORPORATION, FKA COBALT ACQUISITION COMPANY)
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 062571/0018 →
SECURITY INTEREST Recorded Sep 22, 2022
From: INTRADO CORPORATION (F/K/A WEST CORPORATION)
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 061183/0494 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 16, 2020
From: PETERSON, PATRICK; THOME, MICHAEL
To: INTRADO CORPORATION
Reel/Frame 054083/0992 →
Cited By (1)
US 12,489,953