IP Library Granted Patent US 11,943,391
Granted Patent B1
US 11,943,391 · App. 18/065,312 · Granted Mar 26, 2024

Method and apparatus for routing communications within a contact center

Inventors: António Pedro Dourado de Moura Veloso (Lisbon, PT); Ana Carina Fernandes Rodrigues (Odivelas, PT); Pedro Miguel Reis Santos (Corroios, PT); Yue Sun (Wuhan, CN)
Assignee: Talkdesk, Inc.
H04M3/5233
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Quick Facts
Patent No.
US 11,943,391
App. No.
18/065,312
Granted
Mar 26, 2024
Kind
B1
Abstract

Communications within a call center are routed to agents based on available capacity of the agents. Weighting values are associated with communications and each agent has a maximum capacity. Calls are routed to agents based on a current occupancy of each agent. The current occupancy is determined based on weighting values associated with communications currently being handled by the agents. Agents generally are not assigned a communication that would result in an occupancy that is greater than the agent's maximum capacity.

Claims (44)

1. A method for increasing the efficiency of connecting communications in a contact center computing system, the method comprising:

receiving a designated communication, the communication having an associated weighting value;

placing the communication into at least one queue, the at least one queue corresponding to agent skills;

receiving a current occupancy score for each of multiple agents in the queue, wherein the current occupancy score for each agent is based on weighting values of communications being handled by the agent;

receiving a maximum capacity score for each of the multiple agents in the queue, wherein the maximum capacity score for each agent is based on the ability of that agent to handle communications through various channels; and

connecting the designated communication to a selected agent of the multiple agents, wherein the selected agent is an agent of the multiple agents who has a current occupancy score that is lower than a maximum capacity score for that agent, whereby average time between the receiving a communication and the connecting the designated communication to a selected agent is reduced.

2. The method of claim 1 , wherein the selected agent is an agent of the multiple agents who has a current capacity score that is lower than a maximum capacity score for that agent by the largest value as compared to other agents of the multiple agents.

3. The method of claim 1 , wherein the selected agent is an agent of the multiple agents who has a current capacity score that is lower than a maximum capacity score for that agent by the largest percentage as compared to other agents of the multiple agents.

4. The method of claim 1 , wherein the current capacity score of an agent is a total of the weighting value of each communication currently being handled by that agent.

5. The method of claim 1 , wherein the weighting value of the designated communication plus the current capacity score of the selected agent is less than or equal to the maximum capacity score of the selected agent.

6. The method of claim 1 , wherein the routing step is also based on the maximum capacity score of the multiple agents in the queue in combination.

7. The method of claim 1 , wherein the weighting value of a communication, the current capacity score, and the maximum capacity score are scalar values.

8. The method of claim 1 , wherein the current capacity score for each agent is based on weighting values of communications having different channels being handled by the agent.

9. The method of claim 8 , wherein the capacity score is shared between all channels according to the weighting values of communications of various channels.

10. The method of claim 1 , wherein the current capacity score for each agent is also based on the abilities of the agent.

11. The method of claim 1 wherein the weighting value of each communication being handled by the agent is based on at least one of the following:

the channel of the communication;

the queue that the communication was placed in;

a phase of the communication;

a direction of the communication; and/or

an offer type of the communication.

12. A computing system for increasing the efficiency of connecting communications within a contact center, the system comprising:

at least one computer hardware processor; and

at least one memory device having code stored thereon which, when executed by the at least one computer hardware processor, cause the at least one computer hardware processor to carry out the steps of:

receiving a designated communication, the communication having an associated weighting value;

placing the communication into at least one queue, the at least one queue corresponding to agent skills;

receiving a current occupancy score for each of multiple agents in the queue, wherein the current occupancy score for each agent is based on weighting values of communications being handled by the agent;

receiving a maximum capacity score for each of the multiple agents in the queue, wherein the maximum capacity score for each agent is based on the ability of that agent to handle communications through various channels; and

connecting the designated communication to a selected agent of the multiple agents, wherein the selected agent is an agent of the multiple agents who has a current occupancy score that is lower than a maximum capacity score for that agent, whereby average time between the receiving a communication and the connecting the designated communication to a selected agent is reduced.

13. The system of claim 12 , wherein the selected agent is an agent of the multiple agents who has a current capacity score that is lower than a maximum capacity score for that agent by the largest value as compared to other agents of the multiple agents.

14. The system of claim 12 , wherein the selected agent is an agent of the multiple agents who has a current capacity score that is lower than a maximum capacity score for that agent by the largest percentage as compared to other agents of the multiple agents.

15. The system of claim 12 , wherein the current capacity score of an agent is a total of the weighting value of each communication currently being handled by that agent.

16. The system of claim 12 , wherein the weighting value of the designated communication plus the current capacity score of the selected agent is less than or equal to the maximum capacity score of the selected agent.

17. The system of claim 12 , wherein the routing step is also based on the maximum capacity score of the multiple agents in the queue in combination.

18. The system of claim 12 , wherein the weighting value of a communication, the current capacity score, and the maximum capacity score are scalar values.

19. The system of claim 12 , wherein the current capacity score for each agent is based on weighting values of communications having different channels being handled by the agent.

20. The system of claim 19 , wherein the capacity score is shared between all channels according to the weighting values of communications of various channels.

21. The system of claim 12 , wherein the current capacity score for each agent is also based on the abilities of the agent.

22. The system of claim 12 wherein the weighting value of each communication being handled by the agent is based on at least one of the following:

the channel of the communication;

the queue that the communication was placed in;

a phase of the communication;

a direction of the communication; and/or

an offer type of the communication.

Assignments (3)
SECURITY INTEREST Recorded Sep 18, 2025
From: TALKDESK, INC.
To: HSBC BANK USA, N.A.
Reel/Frame 072293/0160 →
SECURITY INTEREST Recorded Jan 24, 2024
From: TALKDESK, INC.
To: HSBC BANK USA, N.A.
Reel/Frame 066226/0834 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 11, 2023
From: VELOSO, ANTÓNIO PEDRO DOURADO DE MOURA; RODRIGUES, ANA CARINA FERNANDES; SANTOS, PEDRO MIGUEL REIS; SUN, YUE
To: TALKDESK, INC.
Reel/Frame 062344/0047 →
Cited By (2)
US 12,218,791 US 12,489,668