IP Library Patent Application 18626831
Patent Application
App. No. 18/626,831

AUTOMATED AGENT COACHING

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Quick Facts
Patent No.
US None
App. No.
18/626,831
Abstract

A method for providing automated agent performance improvement includes obtaining a ranking for each agent of a plurality of agents; obtaining customer-agent interactions for each agent; determining a task label for each of the customer-agent interactions; selecting a first set of customer-agent interactions from the customer-agent interactions corresponding to a first task label; receiving application event streams corresponding to the first set of customer-agent interactions and comprising agent application usage data; analyzing the application event streams for statistically relevant differences for one or more activities performed by a first group of agents compared to a second group of agents; determining at least one activity of the one or more activities that is performed by the first group of agents differently than the second group of agents; generating guidance corresponding to the least one activity for the second group of agents; and deploying the guidance to the second group of agents.

Claims (60)

1 . A method for providing automated agent performance improvement, comprising:

obtaining a ranking for each agent of a plurality of agents;

obtaining a plurality of customer-agent interactions for each agent of the plurality of agents;

determining a task label for each of the plurality of customer-agent interactions;

selecting a first set of customer-agent interactions from the plurality of customer-agent interactions corresponding to a first task label;

receiving application event streams corresponding to the first set of customer-agent interactions and comprising agent application usage data obtained during a customer-agent interaction;

analyzing the application event streams for statistically relevant differences for one or more activities performed by a first group of agents of the plurality of agents compared to a second group of agents of the plurality of agents, wherein the first group of agents is identified as higher performing agents compared to the second group of agents based on the ranking for each agent of the plurality of agents;

determining at least one activity of the one or more activities that is performed by the first group of agents differently than the second group of agents;

generating guidance corresponding to the least one activity for the second group of agents; and

deploying the guidance to the second group of agents.

2 . The method of claim 1 , wherein the first group of agents corresponds to one or more agents of the plurality of agents having a ranking above a first threshold and the second group of agents corresponds to one or more agents of the plurality of agents having a ranking below a second threshold.

3 . The method of claim 1 , wherein analyzing the application event streams for statistically relevant differences comprises comparing application usage time between the first group of agents and the second group of agents.

4 . The method of claim 3 , wherein the application usage time between the first group of agents and the second group of agents is different and exceeds a threshold for application usage time, generating the guidance comprises coaching on use of an application.

5 . The method of claim 1 , wherein analyzing the application event streams for statistically relevant differences comprises comparing a sequence of events performed by the first group of agents compared to the second group of agents.

6 . The method of claim 5 , wherein the sequence of events for the first group of agents is different from the sequence of events for the second group of agents, generating the guidance comprises coaching on a process of handling a task corresponding to the first task label.

7 . The method of claim 1 , wherein the guidance is deployed to an agent of the second group of agents in near real-time during the customer-agent interaction.

8 . An apparatus configured for providing automated agent performance improvement, comprising: one or more memories comprising processor-executable instructions; and one or more processors configured to execute the processor-executable instructions and cause the apparatus to:

obtain a ranking for each agent of a plurality of agents;

obtain a plurality of customer-agent interactions for each agent of the plurality of agents;

determine a task label for each of the plurality of customer-agent interactions;

select a first set of customer-agent interactions from the plurality of customer-agent interactions corresponding to a first task label;

receive application event streams corresponding to the first set of customer-agent interactions and comprising agent application usage data obtained during a customer-agent interaction;

analyze the application event streams for statistically relevant differences for one or more activities performed by a first group of agents of the plurality of agents compared to a second group of agents of the plurality of agents, wherein the first group of agents is identified as higher performing agents compared to the second group of agents based on the ranking of each agent of the plurality of agents;

determine at least one activity of the one or more activities that is performed by the first group of agents differently than the second group of agents;

generate guidance corresponding to the least one activity for the second group of agents; and

deploy the guidance to the second group of agents.

9 . The apparatus of claim 8 , wherein the first group of agents corresponds to one or more agents of the plurality of agents having a ranking above a first threshold and the second group of agents corresponds to one or more agents of the plurality of agents having a ranking below a second threshold.

10 . The apparatus of claim 8 , wherein analyzing the application event streams for statistically relevant differences comprises comparing application usage time between the first group of agents and the second group of agents.

11 . The apparatus of claim 10 , wherein the application usage time between the first group of agents and the second group of agents is different and exceeds an application usage time threshold, generating the guidance comprises coaching on use of an application.

12 . The apparatus of claim 8 , wherein analyzing the application event streams for statistically relevant differences comprises comparing a sequence of events performed by the first group of agents compared to the second group of agents.

13 . The apparatus of claim 12 , wherein the sequence of events for the first group of agents is different from the sequence of events for the second group of agents, generating the guidance comprises coaching on a process of handling a task corresponding to the first task label.

14 . The apparatus of claim 8 , wherein the guidance is deployed to an agent of the second group of agents in near real-time during the customer-agent interaction.

15 . A method for providing automated agent performance improvement, comprising:

obtaining a ranking for each agent of a plurality of agents obtaining a plurality of customer-agent interactions and features associated with each of the plurality of customer-agent interactions;

analyzing, per feature, the plurality of customer-agent interactions for statistically relevant differences in behavior by a first group of agents of the plurality of agents compared to a second group of agents of the plurality of agents, wherein the first group of agents is identified as higher performing agents compared to the second group of agents based on the ranking for each of the plurality of agents;

determining at least one feature of the features where the behavior of the first group of agents corresponding to the at least one feature is different than the second group of agents;

generating guidance corresponding to the least one feature for the second group of agents; and

deploying the guidance to the second group of agents.

16 . The method of claim 15 , further comprising:

receiving application event streams corresponding to the plurality of customer-agent interactions comprising agent application usage data obtained during a customer-agent interaction;

analyzing the application event streams for statistically relevant differences for one or more activities performed by the first group of agents compared to the second group of agents;

determining at least one activity of the one or more activities that is performed by the first group of agents differently than the second group of agents; and

generating guidance corresponding to the least one activity for the second group of agents.

17 . The method of claim 15 , wherein the first group of agents corresponds to one or more agents of the plurality of agents having a ranking above a first threshold and the second group of agents corresponds to one or more agents of the plurality of agents having a ranking below a second threshold.

18 . The method of claim 15 , wherein the feature during a customer-agent interaction comprises at least one of:

a time an agent spending talking,

a number of agent interruptions,

a duration of a hold without the agent checking in with a customer,

a time of mutual silence,

use of an application,

a number of knowledge management searches conducted by the agent, or

a usage pattern of a customer relationship management tool.

19 . The method of claim 15 , wherein the guidance generated comprises at least one of:

a coaching module with respect to talking with a customer,

a coaching module regarding active listening behavior,

a coaching module on how to implement frequent check-ins with the customer, a coaching module with respect to communication skills,

a coaching module on how to use an application,

a coaching module on performing knowledge management searches, or

a coaching module on utilizing a customer relationship management tool for interacting with the customer.

20 . The method of claim 15 , wherein the guidance is deployed to an agent of the second group of agents in near real-time during a customer-agent interaction.

Assignments (2)
SECURITY INTEREST Recorded Dec 23, 2025
From: VERINT AMERICAS INC.
To: ALTER DOMUS (US) LLC, AS COLLATERAL AGENT
Reel/Frame 074034/0292 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 12, 2024
From: BEAVER, IAN; FREEMAN, CYNTHIA; BENKI, JOSE
To: VERINT AMERICAS INC.
Reel/Frame 067698/0778 →