IP Library Granted Patent US 7,236,583
Granted Patent B2
US 7,236,583 · App. 10/442,000 · Granted Jun 26, 2007

System and method for optimizing call routing to an agent

Assignee: Rockwell Electronic Commerce Technologies, LLC
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 7,236,583
App. No.
10/442,000
Filed
May 20, 2003
Granted
Jun 26, 2007
Kind
B2
Examiner
BUI, BING Q
Art Unit
2614
USPC
379/265.1
Abstract

A method for optimizing a workload of an agent of the transaction processing system is disclosed, where the agent handles inbound and outbound calls and the calls are based on voice-dialog communication and/or text-dialog communication. The method includes obtaining historical data from a database based on a category of a current call handled by the agent, where the historical data provides an indication of an expected duration of the call. The method also includes determining a predicted end time of the current call. If an inbound call is pending, the inbound call is routed to the agent after the current call terminates. If an inbound call is not pending, then an outbound call number is obtained from a list of outbound call numbers to be placed, the outbound call is placed a determined amount of time prior to the predicted end time of the current call, and the outbound call is routed to the agent.

Claims (51)

1. In a transaction processing system, a method for optimizing a workload of an agent of the transaction processing system, the agent handling inbound and outbound calls, the calls based on voice-dialog communication and/or text-dialog communication, the method comprising:

obtaining data from a database based on a category of a current call handled by the agent, the data providing an indication of an expected duration of the call;

determining a predicted end time of the current call;

placing the outbound call a determined amount of time prior to the predicted end time of the current call; and

routing the outbound call to the agent for servicing.

2. The method according to claim 1 wherein if an inbound call is pending, the inbound call is routed to the agent after the current call terminates, and if an inbound call is not pending, an outbound call number is obtained from a list of outbound call numbers to be placed.

3. The method according to claim 1 wherein the category is derived from a subject matter of the call.

4. The method according to claim 1 wherein the category is derived from information contained in a DNIS or an ANI field associated with an inbound call.

5. The method according to claim 1 wherein for an inbound call, the category is derived from information provided by a caller.

6. The method according to claim 1 wherein for an outbound call, the category is derived from known average handling time for a subject matter of the outbound call.

7. The method according to claim 1 wherein a start time for each outbound and inbound call is stored.

8. The method according to claim 7 wherein the predicted end time is calculated by summing the start time and the expected duration.

9. The method according to claim 1 wherein the outbound calls substantially fill time gaps in the agent's work schedule to maximize a number of transactions handled by the agent.

10. The method according to claim 1 wherein the text-dialog communication is an asynchronous communication and includes at least a first call portion and a second call portion, the first and second call portions separated by a period of time.

11. The method according to claim 10 wherein the expected duration of the first call portion is greater than the expected duration of the second call portion.

12. The method according to claim 10 wherein the expected duration of the first call portion is less than the expected duration of the second call portion.

13. The method according to claim 1 wherein the inbound call is routed to the agent only if the agent is scheduled to receive additional inbound calls.

14. The method according to claim 13 wherein an agent schedule allocates first percentage of calls to route to the agent as inbound calls, and a second percentage of calls to route to the agent as outbound calls.

15. The method according to claim 14 wherein no inbound calls are routed to the agent if the number of inbound calls routed to the agent exceeds the first percentage.

16. The method according to claim 1 wherein the data is historical data.

17. In a transaction processing system, a method for optimizing inbound and outbound calls routed to an agent of the transaction processing system, the calls based on voice-dialog communication and/or text-dialog communication, the method comprising:

obtaining data from a database based on a category of a current call handled by the agent, the data providing an indication of an expected duration of the call;

determining a predicted end time of the current call;

if an inbound call is pending, and if in accordance with an inbound/outbound call schedule, routing the inbound call to the agent after the current call terminates; and

if an inbound call is not pending, and if in accordance with the inbound/outbound call schedule:

obtaining an outbound call number from a list of outbound call numbers to be placed;

placing the outbound call a determined amount of time prior to the predicted end time of the current call; and

routing the outbound call to the agent.

18. The method according to claim 17 wherein the category is derived from a subject matter of the call.

19. The method according to claim 17 wherein for an outbound call, the category is derived from known average handling time for a subject matter of the outbound call.

20. The method according to claim 17 wherein the outbound calls substantially fill time gaps in the agent's work schedule to maximize a number of transactions handled by the agent.

21. The method according to claim 17 wherein the text-dialog communication is an asynchronous communication and includes at least a first call portion and a second call portion, the first and second call portions separated by a period of time.

22. The method according to claim 17 wherein the inbound call is routed to the agent only if the agent is scheduled to receive additional inbound calls.

23. A transaction processing system configured to optimize a workload of an agent of the transaction processing system, the agent handling inbound and outbound calls, the calls based on voice-dialog communication and/or text-dialog communication, the system comprising:

a communication processor configured to facilitate sending and receiving the voice-mode communication and/or the text-mode communications;

a plurality of agent terminals operatively coupled to the communication processor, each agent terminal having a display screen for displaying data;

a database having historical data based on a category of a current call handled by the agent, the historical data providing an indication of an expected duration of the call to facilitate determining a predicted end time of the current call; and

wherein if an inbound call is pending, the inbound call is routed to the agent after the current call terminates, and if an inbound call is not pending, an outbound call number is obtained from a list of outbound call numbers to be placed such that the outbound call is placed a determined amount of time prior to the predicted end time of the current call, and is routed to the agent.

24. The system according to claim 23 wherein the category is derived from a subject matter of the call.

25. The system according to claim 23 wherein for an outbound call, the category is derived from known average handling time for a subject matter of the outbound call.

26. The system according to claim 23 wherein the outbound calls substantially fill time gaps in the agent's work schedule to maximize a number of transactions handled by the agent.

27. The system according to claim 23 wherein the text-dialog communication is an asynchronous communication and includes at least a first call portion and a second call portion, the first and second call portions separated by a period of time.

28. The system according to claim 23 wherein the inbound call is routed to the agent only if the agent is scheduled to receive additional inbound calls.

29. A transaction processing system configured to optimize a workload of an agent of the transaction processing system, the agent handling inbound and outbound calls, the calls based on voice-dialog communication and/or text-dialog communication, the system comprising:

means for processing operative to facilitate sending and receiving the voice-mode communication and/or the text-mode communications;

a plurality of agent terminals operatively coupled to the means for processing, each agent terminal having a display screen for displaying data;

means for determining a predicted end time of the current call; and

wherein if an inbound call is pending, the inbound call is routed to the agent after the current call terminates, and if an inbound call is not pending, an outbound call number is obtained from a list of outbound call numbers to be placed such that the outbound call is placed a determined amount of time prior to the predicted end time of the current call, and is routed to the agent.

30. The method according to claim 29 wherein the outbound calls substantially fill time gaps in the agent's work schedule to maximize a number of transactions handled by the agent.

31. The method according to claim 29 wherein the text-dialog communication is an asynchronous communication and includes at least a first call portion and a second call portion, the first and second call portions separated by a period of time.

32. The method according to claim 29 wherein the inbound call is routed to the agent only if the agent is scheduled to receive additional inbound calls.

Assignments (29)
ASSIGNMENT Recorded Oct 27, 2025
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP); NOBLE SYSTEMS, LLC
To: ALVARIA, INC.
Reel/Frame 073360/0481 →
SECURITY INTEREST Recorded Oct 27, 2025
From: ALVARIA, INC.
To: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
Reel/Frame 073360/0564 →
RELEASE OF SECURITY INTEREST Recorded Oct 27, 2025
From: JEFFERIES FINANCE LLC, AS COLLATERAL AGENT
To: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
Reel/Frame 073360/0209 →
PATENT SECURITY AGREEMENT Recorded Mar 20, 2024
From: ALVARIA CAYMAN (WEM); ALVARIA CAYMAN (CXIP)
To: JEFFERIES FINANCE LLC
Reel/Frame 066850/0334 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0384 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 20, 2024
From: ALVARIA INC.
To: ALVARIA CAYMAN (CX)
Reel/Frame 066850/0285 →
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2024
From: JEFFRIES FINANCE LLC
To: ALVARIA, INC.; NOBLE SYSTEMS, LLC
Reel/Frame 066850/0428 →
MERGER AND CHANGE OF NAME Recorded Mar 12, 2024
From: FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE, INC.
To: ASPECT SOFTWARE, INC.
Reel/Frame 066738/0271 →
CHANGE OF NAME Recorded Mar 12, 2024
From: ASPECT SOFTWARE, INC.
To: ALVARIA, INC.
Reel/Frame 066801/0732 →
RELEASE OF SECURITY INTEREST Recorded Jun 4, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
Reel/Frame 057254/0363 →
SECOND LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057674/0664 →
FIRST LIEN PATENT SECURITY AGREEMENT Recorded May 6, 2021
From: NOBLE SYSTEMS CORPORATION; ASPECT SOFTWARE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 057261/0093 →
SECURITY INTEREST Recorded Jun 16, 2016
From: ASPECT SOFTWARE PARENT, INC.; ASPECT SOFTWARE, INC.; DAVOX INTERNATIONAL HOLDINGS LLC; VOICEOBJECTS HOLDINGS INC.; VOXEO PLAZA TEN, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 039052/0356 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039013/0015 →
RELEASE OF SECURITY INTEREST Recorded Jun 14, 2016
From: U.S. BANK NATIONAL ASSOCIATION
To: ASPECT SOFTWARE, INC.
Reel/Frame 039012/0311 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 20, 2014
From: JPMORGAN CHASE BANK, N.A.
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 034281/0548 →
SECURITY INTEREST Recorded Jun 29, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 024651/0637 →
SECURITY AGREEMENT Recorded Jun 9, 2010
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC (F/K/A ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC); ASPECT SOFTWARE, INC. (AS SUCCESSOR TO ASPECT COMMUNICATIONS CORPORATION)
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 024505/0225 →
RELEASE OF SECURITY INTEREST Recorded Jun 8, 2010
From: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINSTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024492/0496 →
RELEASE OF SECURITY INTEREST Recorded Jun 7, 2010
From: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
To: ASPECT COMMUNICATIONS CORPORATION; ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.
Reel/Frame 024515/0765 →
SECURITY AGREEMENT Recorded Feb 5, 2008
From: ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.; ASPECT SOFTWARE, INC.; ASPECT COMMUNICATIONS CORPORATION; FIRSTPOINT CONTACT TECHNOLOGIES. LLC
To: DEUTSCHE BANK TRUST COMPANY AMERICAS
Reel/Frame 020462/0655 →
SECURITY AGREEMENT Recorded Feb 4, 2008
From: ASPECT SOFTWARE INTERMEDIATE HOLDINGS, INC.; ASPECT SOFTWARE, INC.; ASPECT COMMUNICATIONS CORPORATION; FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 020451/0891 →
SECURITY AGREEMENT Recorded Aug 11, 2006
From: ASPECT SOFTWARE, INC.; FIRSTPOINT CONTACT TECHNOLOGIES, LLC; ASPECT COMMUNICATIONS CORPORATION
To: DEUTSCHE BANK TRUST COMPANY AMERICAS, AS SECOND LIEN ADMINISTRATIVE AGENT
Reel/Frame 018087/0313 →
RELEASE OF SECURITY INTEREST Recorded Jul 27, 2006
From: D.B. ZWIRN FINANCE, LLC
To: CONCERTO SOFTWARE INTERMEDIATE HOLDINGS, INC., ASPECT SOFTWARE, INC., ASPECT COMMUNICATIONS CORPORATION, FIRSTPOINT CONTACT CORPORATION, FIRSTPOINT CONTACT TECHNOLOGIES, INC.
Reel/Frame 017996/0895 →
CHANGE OF NAME Recorded Jun 22, 2006
From: ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC
To: FIRSTPOINT CONTACT TECHNOLOGIES, LLC
Reel/Frame 017823/0539 →
SECURITY AGREEMENT Recorded Nov 15, 2005
From: FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: D.B. ZWIRN FINANCE, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 016784/0838 →
SECURITY INTEREST Recorded Nov 2, 2005
From: FIRSTPOINT CONTACT TECHNOLOGIES, LLC
To: JPMORGAN CHASE BANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 016769/0605 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 1, 2004
From: ROCKWELL INTERNATIONAL CORPORATION
To: ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC
Reel/Frame 015063/0064 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 20, 2003
From: BECKSTROM, ROBERT P.; JAMES, ERIC
To: ROCKWELL ELECTRONIC COMMERCE TECHNOLOGIES, LLC
Reel/Frame 014188/0904 →
Continuity (1)
Related Publication 20040234066A1 · Nov 25, 2004