IP Library Granted Patent US 11,418,650
Granted Patent B2
US 11,418,650 · App. 17/540,130 · Granted Aug 16, 2022

System and method for callback management with alternate site routing and callback pacing

Inventors: Matthew Donaldson Moller (Petaluma, CA); Matthew DiMaria (Brentwood, TN); Shannon Lekas (Cushing, TX); Kurt Nelson (Thompsons Station, OH); Nicholas James Kennedy (Akron, OH); Kevin Shinseki (San Carlos, CA); Robert Harpley (Akron, OH)
Assignee: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
H04M3/5231H04L67/306H04M3/5183
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Quick Facts
Patent No.
US 11,418,650
App. No.
17/540,130
Granted
Aug 16, 2022
Kind
B2
Abstract

A system and method for optimizing callback times to increase the success rate of callbacks while managing overflow of calls to alternate sites when callbacks are unsuccessful. The system and method use a pacing algorithm to determine when callbacks are likely to be successful from a preferred contact site, routing to alternate callback sites when callbacks are unsuccessful, and preferences for re-routing back to the preferred site when a callback is successful and the agent with whom the caller has interacted previously is available.

Claims (55)

1. A system for callback management with alternate site routing and callback pacing, comprising:

a callback cloud service comprising a first computing device comprising a memory and a processor, and a first plurality of programming instructions stored in the memory and operating on the processor of the first computing device, which causes the first computing device to:

communicate with an on-premise callback system;

maintain relevant agent and client data from an on-premise callback system;

interface with one or more alternate sites comprising of an on-premise callback system;

execute callback fulfillment requests;

an on-premise callback system operating at a preferred contact site comprising a second computing device comprising a memory and a processor, and a second plurality of programming instructions stored in the memory and operating on the processor of the second computing device, which causes the second computing device to:

communicate with a callback cloud service;

send data related to callback objects and agents to a callback cloud service;

receive a call to an agent from a caller;

create a callback object upon the caller's request for a callback;

receive a callback time from a pacing algorithm; and

execute a callback to the caller at the callback time; and

a pacing algorithm comprising a third plurality of programming instructions stored in the memory and operating on the processor of the second computing device, which causes the second computing device to:

receive the callback objects from the callback cloud service;

determine times when the caller and the agent are both likely to be available;

predict a likelihood that the caller will answer at each determined time;

select the callback time from the determined times with the greatest predicted likelihood; and

send the callback time to the on-premise callback system.

2. The system of claim 1 , wherein the pacing algorithm further:

determines a callback attempt limit;

increments a counter each time a failed callback is made to the caller; and

upon reaching callback attempt limit, routes remaining callback attempts to an alternate contact site.

3. The system of claim 2 , further comprising a second on premise callback system operating at an alternate contact site, the second on-premise callback system comprising a third computing device comprising a memory and a processor, and a fourth plurality of programming instructions stored in the memory and operating on the processor of the third computing device, which causes the third computing device to:

receive the routing frons the pacing algorithm;

determine a callback time;

immediately prior to the callback time, determine whether a preferred agent at the preferred callback site is available;

it the preferred agent is available, route the callback to the preferred contact site for execution; and

if the preferred agent is not available, execute the callback to the caller from the alternate contact site.

4. A method for callback management with alternate site routing and callback pacing, comprising the steps of:

communicating with an on-premise callback system using a callback cloud service operating on a first computing device;

maintaining relevant agent and client data from the on-premise callback system using the callback cloud service;

interfacing with one or more alternate sites comprising of as on-premise callback system using the callback cloud service;

executing callback fulfillment requests using the callback cloud service;

communicating with a callback cloud service;

sending data related to callback objects and agents to a callback cloud service using an on-premise callback system operating on a second computing device;

receiving a call to an agent from a caller using the on-premise callback system;

creating a callback object upon the caller's request for a callback using the on-premise callback system;

receiving a callback time from a pacing algorithm using the on-premise callback system;

executing a callback to the caller at the callback time using the on-premise callback system;

receiving the callback objects from the callback cloud service using a pacing algorithm operating on the second computing device;

determining times when the caller and the agent are both likely to be available using the pacing algorithm;

predicting a likelihood that the caller will answer at each determined time using the pacing algorithm;

selecting the callback time from the determine times with the greatest predicted likelihood using the pacing algorithm; and

sending the callback time to the on-premise callback system.

5. The method of claim 4 , further comprising the steps of:

determining a callback attempt limit using the pacing algorithm;

incrementing a counter each time a failed callback is made to the caller using the pacing algorithm; and

upon reaching callback attempt limit, routing remaining callback attempts to an alternate contact site using the pacing algorithm.

6. The method of claim 5 , further comprising steps of using a second on-premise callback system operating on a third computing device at the alternate contact site to:

receive the routing from the pacing algorithm;

determine a callback time;

immediately prior to the callback time, determine whether a preferred agent at the preferred callback site is available;

if the preferred agent is available, route the callback to the preferred contact site for execution; and

if the preferred agent is not available, execute the callback to the caller from the alternate contact site.

Assignments (2)
SUPPLEMENT NO. 1 TO GRANT OF SECURITY INTEREST IN PATENT RIGHTS Recorded Oct 31, 2022
From: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 061808/0358 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 18, 2022
From: MOLLER, MATTHEW DONALDSON; DIMARIA, MATTHEW; LEKAS, SHANNON; NELSON, KURT; KENNEDY, NICHOLAS JAMES; SHINSEKI, KEVIN; HARPLEY, ROBERT
To: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
Reel/Frame 059951/0921 →
Continuity (17)
Continuation In Part 17336405 · Jun 2, 2021
Continuation 17011248 · Sep 3, 2020
Continuation In Part 16995424 · Aug 17, 2020
Continuation In Part 16896108 · Jun 8, 2020
Continuation In Part 16836798 · Mar 31, 2020
Continuation 16542577 · Aug 16, 2019
Continuation In Part 16152403 · Oct 4, 2018
Continuation In Part 16058044 · Aug 8, 2018
Continuation In Part 14532001 · Nov 4, 2014
Continuation In Part 13659902 · Oct 24, 2012
Continuation In Part 13479870 · May 24, 2012
Continuation In Part 13446758 · Apr 13, 2012
Continuation In Part 12320517 · Jan 28, 2009
Continuation 12320517 · Jan 28, 2009
Provisional Application 62858454 · Jun 7, 2019
Provisional Application 62820190 · Mar 18, 2019
Related Publication 20220094792A1 · Mar 24, 2022