IP Library Granted Patent US 11,553,090
Granted Patent B2
US 11,553,090 · App. 17/381,933 · Granted Jan 10, 2023

Dynamic metric optimization in predictive behavioral routing

Inventors: Andrew Michael Traba (Chicago, IL); Luke Daniel Olson (Chicago, IL)
Assignee: NICE LTD.
H04M3/5235G06Q10/06398H04M3/5175H04M2203/408
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Quick Facts
Patent No.
US 11,553,090
App. No.
17/381,933
Granted
Jan 10, 2023
Kind
B2
Abstract

Methods for optimizing the routing of customer communications include receiving a customer communication; identifying a customer associated with the customer communication; accessing a profile of the identified customer to determine customer data; receiving customer metric scores for a plurality of customer metrics; identifying available agents; accessing a profile of each available agent to determine agent data; predicting interaction outcome metric values for a plurality of customer metrics based on the customer data and the agent data; calculating, in real-time, an aggregate agent-customer pairing score for each available agent; selecting a responding agent from the available agents with the highest aggregate agent-customer pairing score; and providing a routing recommendation to a communication distributor to route the customer communication to the responding agent with the highest aggregate agent-customer pairing score.

Claims (57)

1. A system configured to optimize routing of customer communications comprising:

a processor and a computer readable medium operably coupled thereto, the computer readable medium comprising a plurality of instructions stored in association therewith that are accessible to, and executable by, the processor, to perform operations which comprise:

receiving a customer communication;

identifying a customer associated with the customer communication;

accessing a profile of the identified customer to determine customer data;

receiving customer metric scores for a plurality of customer metrics;

identifying available agents;

accessing a profile of each available agent to determine agent data;

predicting, for each available agent, interaction outcome metric values for a plurality of customer metrics based on the customer data and the agent data;

calculating, in real-time using the customer metric scores and the predicted interaction outcome metric values, an aggregate agent-customer pairing score for each available agent wherein the calculating comprises:

applying a mathematical operator to a customer metric score and a predicted interaction outcome metric value for each customer metric to provide a result for each customer metric, and

applying a mathematical operator to the result for each customer metric for a plurality of customer metrics to provide the aggregate agent-customer pairing score;

selecting a responding agent from the available agents with the highest aggregate agent-customer pairing score; and

providing a routing recommendation to a communication distributor to route the customer communication to the responding agent with the highest aggregate agent-customer pairing score.

2. The system of claim 1 , wherein the plurality of customer metrics comprises two or more of handling time, first call resolution, customer satisfaction, revenue retention, or amount of sales.

3. The system of claim 1 , wherein the agent data comprises agent performance history.

4. The system of claim 1 , wherein the customer data comprises one or more customer attributes and customer interaction history.

5. The system of claim 1 , wherein predicting the interaction outcome metric values for a plurality of customer metrics comprises inputting the customer data and the agent data into a predictive model specific for each customer metric and outputting an interaction outcome metric value for each customer metric.

6. The system of claim 5 , wherein the operations further comprise building the predictive model.

7. The system of claim 6 , wherein building the predictive model comprises collecting interaction data, customer data, and agent data from previous customer communications.

8. The system of claim 1 , wherein the operations further comprise sorting the available agents in ascending or descending order based on the aggregate agent-customer pairing score.

9. A method for optimizing the routing of customer communications, which comprises:

receiving a customer communication;

identifying a customer associated with the customer communication;

accessing a profile of the identified customer to determine customer data;

receiving customer metric scores for a plurality of customer metrics;

identifying available agents;

accessing a profile of each available agent to determine agent data;

predicting, by a processor for each available agent, interaction outcome metric values for a plurality of customer metrics based on the customer data and the agent data;

calculating, by a processor in real-time using the customer metric scores and the predicted interaction outcome metric values, an aggregate agent-customer pairing score for each available agent, wherein the calculating comprises:

applying a mathematical operator to a customer metric score and a predicted interaction outcome metric value for each customer metric to provide a result for each customer metric, and

applying a mathematical operator to the result for each customer metric for a plurality of customer metrics to provide the aggregate agent-customer pairing score;

selecting a responding agent from the available agents with the highest aggregate agent-customer pairing score; and

providing a routing recommendation to a communication distributor to route the customer communication to the responding agent with the highest aggregate agent-customer pairing score.

10. The method of claim 9 , wherein the plurality of customer metrics is selected from two or more of handling time, first call resolution, customer satisfaction, revenue retention, or amount of sales.

11. The method of claim 9 , wherein the agent data comprises agent performance history, and the customer data comprises one or more customer attributes and customer interaction history.

12. The method of claim 9 , wherein predicting the interaction outcome metric values for a plurality of customer metrics comprises inputting the customer data and the agent data into a predictive model specific for each customer metric and outputting an interaction outcome metric value for each customer metric.

13. The method of claim 12 , which further comprises building the predictive model.

14. The method of claim 13 , wherein building the predictive model comprises collecting interaction data, customer data, and agent data from previous customer communications.

15. The method of claim 9 , which further comprises sorting the available agents in ascending or descending order based on the aggregate agent-customer pairing score.

16. A non-transitory computer-readable medium having stored thereon computer-readable instructions executable by a processor to perform operations which comprise:

receiving a customer communication;

identifying a customer associated with the customer communication;

accessing a profile of the identified customer to determine customer data;

receiving customer metric scores for a plurality of customer metrics;

identifying available agents;

accessing a profile of each available agent to determine agent data;

predicting, for each available agent, interaction outcome metric values for a plurality of customer metrics based on the customer data and the agent data;

calculating, in real-time using the customer metric scores and the predicted interaction outcome metric values, an aggregate agent-customer pairing score for each available agent wherein the calculating comprises:

applying a mathematical operator to a customer metric score and a predicted interaction outcome metric value for each customer metric to provide a result for each customer metric, and

applying a mathematical operator to the result for each customer metric for a plurality of customer metrics to provide the aggregate agent-customer pairing score;

selecting a responding agent from the available agents with the highest aggregate agent-customer pairing score; and

providing a routing recommendation to a communication distributor to route the customer communication to the responding agent with the highest aggregate agent-customer pairing score.

17. The non-transitory computer-readable medium of claim 16 , wherein the plurality of customer metrics comprises two or more of handling time, first call resolution, customer satisfaction, revenue retention, or amount of sales.

18. The non-transitory computer-readable medium of claim 16 , wherein the agent data comprises agent performance history, and the customer data comprises one or more customer attributes and customer interaction history.

19. The non-transitory computer-readable medium of claim 16 , wherein predicting the interaction outcome metric values for a plurality of customer metrics comprises inputting the customer data and the agent data into a predictive model specific for each customer metric and outputting an interaction outcome metric value for each customer metric.

20. The non-transitory computer-readable medium of claim 16 , wherein the operations further comprise sorting the available agents in ascending or descending order based on the aggregate agent-customer pairing score.

Assignments (2)
SECURITY INTEREST Recorded Feb 26, 2026
From: NICE LTD; NICE SYSTEMS INC.; NICE SYSTEMS TECHNOLOGIES INC.; INCONTACT, INC.
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 074986/0208 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 21, 2021
From: TRABA, ANDREW MICHAEL; OLSON, LUKE DANIEL
To: NICE LTD.
Reel/Frame 056937/0257 →
Continuity (2)
Continuation 16886204 · May 28, 2020
Related Publication 20210377392A1 · Dec 2, 2021
Cited By (2)
US 12,282,879 US 12,572,552