IP Library Granted Patent US 11,778,099
Granted Patent B2
US 11,778,099 · App. 17/740,061 · Granted Oct 3, 2023

Systems and methods relating to predictive routing and occupancy balancing

Inventors: Emir Munoz (Galway, IE); Maciej Dabrowski (Galway, IE); Rory McTigue (Galway, IE); David Farrell (Galway, IE)
Assignee: Genesys Cloud Services, Inc.
H04M3/5233G06Q10/06393H04M3/5238
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Quick Facts
Patent No.
US 11,778,099
App. No.
17/740,061
Granted
Oct 3, 2023
Kind
B2
Abstract

A method of routing interactions to contact center agents according to an embodiment includes identifying an interaction to be routed to a contact center agent, identifying a group of contact center agents as candidates for routing of the interaction, retrieving agent performance data for each candidate agent of the group of contact center agents identified as candidates for routing of the interaction, determining a predicted score for a key performance indicator for each candidate agent based on the agent performance data, determining an occupancy rate of each candidate agent based on the agent performance data, generating a ranking of the candidate agents for routing prioritization based on the predicted score for the key performance indicator for each candidate agent and the occupancy rate of each candidate agent, and signaling a routing device to route the interaction to a selected candidate agent based on the ranking of the candidate agents.

Claims (64)

1. A system for routing interactions to contact center agents, the system comprising:

at least one processor; and

at least one memory comprising a plurality of instructions stored therein that, in response to execution by the at least one processor, causes the system to:

identify an interaction to be routed to a contact center agent;

identify a group of contact center agents as candidates for routing of the interaction;

retrieve agent performance data for each candidate agent of the group of contact center agents identified as candidates for routing of the interaction;

determine a predicted score for a key performance indicator for each candidate agent based on the agent performance data;

determine an occupancy rate of each candidate agent based on the agent performance data;

generate a ranking of the candidate agents for routing prioritization based on the predicted score for the key performance indicator for each candidate agent and the occupancy rate of each candidate agent; and

signal a routing device to route the interaction to a selected candidate agent based on the ranking of the candidate agents,

wherein to generate the ranking of the candidate agents for routing prioritization comprises to:

generate a modified predicted score for each candidate agent based on the predicted score for the key performance indicator and the occupancy rate for the corresponding candidate agent and rank the candidate agents for routing prioritization based on the modified predicted score for each candidate agent.

2. The system of claim 1 , wherein to generate the modified predicted score for a corresponding candidate agent comprises to:

increase the predicted score for the corresponding candidate agent in response to a determination that the occupancy rate of the corresponding candidate agent is less than a first threshold; and

decrease the predicted score for the corresponding candidate agent in response to a determination that the occupancy rate of the corresponding candidate agent is greater than a second threshold.

3. The system of claim 1 , wherein to generate the modified predicted score for a corresponding candidate agent comprises to:

multiply the predicted score for the corresponding candidate agent by a real number greater than one in response to a determination that the occupancy rate of the corresponding candidate agent is less than a first threshold; and

multiply the predicted score for the corresponding candidate agent by a real number between zero and one in response to a determination that the occupancy rate of the corresponding candidate agent is greater than a second threshold.

4. The system of claim 1 , wherein to generate the modified predicted score for a corresponding candidate agent comprises to divide the predicted score for the corresponding

candidate agent by an availability rate of the corresponding candidate agent; and

wherein the availability rate of the corresponding candidate agent is equal to one minus the occupancy rate of the corresponding candidate agent.

5. The system of claim 1 , wherein to generate the modified predicted score for a corresponding candidate agent comprises to:

multiply the occupancy rate of the corresponding candidate by a weighting factor to generate a modified occupancy rate for the corresponding candidate agent;

calculate a modified availability rate of the corresponding candidate agent as one minus the modified occupancy rate of the corresponding candidate agent; and

divide the predicted score for the corresponding candidate agent by the modified availability rate of the corresponding candidate agent.

6. The system of claim 5 , wherein the system comprises a contact center system; and

wherein the weighting factor is modifiable by an administrator of the contact center system.

7. The system of claim 1 , wherein the key performance indicator of a corresponding candidate agent comprises an average handle time (AHT) of the candidate agent.

8. The system of claim 1 , wherein the predicted score for the key performance indicator is a normalized value between zero and one hundred.

9. A method of routing interactions to contact center agents in a contact center system, the method comprising:

identifying an interaction to be routed to a contact center agent;

identifying a group of contact center agents as candidates for routing of the interaction;

retrieving agent performance data for each candidate agent of the group of contact center agents identified as candidates for routing of the interaction;

determining a predicted score for a key performance indicator for each candidate agent based on the agent performance data;

determining an occupancy rate of each candidate agent based on the agent performance data;

generating a ranking of the candidate agents for routing prioritization based on the predicted score for the key performance indicator for each candidate agent and the occupancy rate of each candidate agent; and

signaling a routing device to route the interaction to a selected candidate agent based on the ranking of the candidate agents,

wherein generating the ranking of the candidate agents for routing prioritization comprises:

generating a modified predicted score for each candidate agent based on the predicted score for the key performance indicator and the occupancy rate for the corresponding candidate agent and ranking the candidate agents for routing prioritization based on the modified predicted score for each candidate agent.

10. The method of claim 9 , wherein generating the modified predicted score for a corresponding candidate agent comprises:

increasing the predicted score for the corresponding candidate agent in response to determining that the occupancy rate of the corresponding candidate agent is less than a first threshold; and

decreasing the predicted score for the corresponding candidate agent in response to determining that the occupancy rate of the corresponding candidate agent is greater than a second threshold.

11. The method of claim 9 , wherein generating the modified predicted score for a corresponding candidate agent comprises:

multiplying the predicted score for the corresponding candidate agent by a real number greater than one in response to determining that the occupancy rate of the corresponding candidate agent is less than a first threshold; and

multiplying the predicted score for the corresponding candidate agent by a real number between zero and one in response to determining that the occupancy rate of the corresponding candidate agent is greater than a second threshold.

12. The method of claim 10 , wherein generating the modified predicted score for a corresponding candidate agent comprises dividing the predicted score for the corresponding candidate agent by an availability rate of the corresponding candidate agent; and

wherein the availability rate of the corresponding candidate agent is equal to one minus the occupancy rate of the corresponding candidate agent.

13. The method of claim 10 , wherein generating the modified predicted score for a corresponding candidate agent comprises:

multiplying the occupancy rate of the corresponding candidate by a weighting factor to generate a modified occupancy rate for the corresponding candidate agent;

calculating a modified availability rate of the corresponding candidate agent as one minus the modified occupancy rate of the corresponding candidate agent; and

dividing the predicted score for the corresponding candidate agent by the modified availability rate of the corresponding candidate agent.

14. The method of claim 13 , further comprising modifying the weighting factor by an administrator of the contact center system.

15. The method of claim 9 , wherein the key performance indicator of a corresponding candidate agent comprises an average handle time (AHT) of the candidate agent.

16. The method of claim 9 , wherein the predicted score for the key performance indicator is a normalized value between zero and one hundred.

17. One or more non-transitory machine readable storage media comprising a plurality of instructions stored thereon that, in response to execution by a system, causes the system to:

identify an interaction to be routed to a contact center agent;

identify a group of contact center agents as candidates for routing of the interaction;

retrieve agent performance data for each candidate agent of the group of contact center agents identified as candidates for routing of the interaction;

determine a predicted score for a key performance indicator for each candidate agent based on the agent performance data;

determine an occupancy rate of each candidate agent based on the agent performance data;

generate a ranking of the candidate agents for routing prioritization based on the predicted score for the key performance indicator for each candidate agent and the occupancy rate of each candidate agent; and

signal a routing device to route the interaction to a selected candidate agent based on the ranking of the candidate agents,

wherein to generate the ranking of the candidate agents for routing prioritization comprises to:

generate a modified predicted score for each candidate agent based on the predicted score for the key performance indicator and the occupancy rate for the corresponding candidate agent and rank the candidate agents for routing prioritization based on the modified predicted score for each candidate agent.

Assignments (3)
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 064367/0879 Recorded Feb 4, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070098/0287 →
SECURITY AGREEMENT Recorded Jul 24, 2023
From: GENESYS CLOUD SERVICES, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 064367/0879 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 7, 2022
From: MUNOZ, EMIR; DABROWSKI, MACIEJ; MCTIGUE, RORY; FARRELL, DAVID
To: GENESYS CLOUD SERVICES, INC.
Reel/Frame 060454/0369 →
Continuity (2)
Provisional Application 63185716 · May 7, 2021
Related Publication 20220360669A1 · Nov 10, 2022
Cited By (1)
US 12,277,519