IP Library Granted Patent US 9,654,638
Granted Patent B2
US 9,654,638 · App. 13/953,424 · Granted May 16, 2017

Method and system for determining customer's skill, knowledge level, and/or interest

Inventors: Harvey S. Waxman (Holmdel, NJ); Paul Roller Michaelis (Louisville, CO)
Assignee: Avaya Inc.
H04M3/5233H04M2203/551
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Quick Facts
Patent No.
US 9,654,638
App. No.
13/953,424
Granted
May 16, 2017
Kind
B2
Abstract

A microprocessor executable work assignment mechanism selects a work item associated with a customer, dynamically determines, for the customer, a customer proficiency level with respect to a contact center product and/or product area sold and/or serviced by a contact center, and uses the customer proficiency level in assigning the selected work item to a resource for servicing and/or in providing the determined customer proficiency level to an assigned resource for use in servicing the selected work item.

Claims (30)

1. A method, comprising:

selecting, by a microprocessor executing a work assignment mechanism, a work item associated with a respective customer having a customer identification;

determining, by the microprocessor executing the work assignment mechanism and for the respective customer, a customer proficiency level with respect to a contact center product and/or product area sold and/or serviced by a contact center, wherein the microprocessor determines the customer proficiency level by providing the respective customer with a game and/or contest, wherein the game and/or contest is provided by the microprocessor executing a script, wherein the microprocessor executable work assignment mechanism, when executed by the microprocessor, collects and analyzes responses to determine the customer proficiency level of the respective customer and/or to select subsequent questions in the script to be executed from among multiple optional and/or possible questions defined by the script, wherein the microprocessor executable work assignment mechanism, when executed by the microprocessor, tags the responses with the customer identification and stores the responses in a database, thereby allowing the microprocessor executable work assignment mechanism, when executed by the microprocessor, to build a more complete picture of the respective customer and also allowing subsequent scripts to be selected for execution based on a proficiency level more appropriate for the respective customer; and

the microprocessor, executing the work assignment mechanism, uses the customer proficiency level in assigning the selected work item to a resource for servicing.

2. The method of claim 1 , wherein the work item is a Real-Time or Pseudo-Real-Time contact, wherein the game and/or contest is provided through the microprocessor executing a selected script, wherein the selected script is selected from among multiple scripts or results from a selected logical route through a master script based on questions answered correctly or incorrectly by the respective customer, and wherein the assigned resource is a human agent.

3. The method of claim 1 , wherein the work item is a Real-Time or Pseudo-Real-Time contact, wherein the work assignment mechanism, when executed by the microprocessor, provides the determined customer proficiency level to the assigned resource for use in servicing the work item, wherein the game and/or contest is provided through the microprocessor executing a selected script, wherein the selected script is selected from among multiple scripts or results from a selected logical route through a master script based on questions answered correctly or incorrectly by the respective customer, and wherein the assigned resource is a human agent.

4. The method of claim 1 , wherein the assigned resource is a human agent, wherein the customer proficiency level is determined by the microprocessor executing the script while the respective customer is awaiting service by the agent, wherein the script is configured as a trivia game, and wherein the respective customer receives a benefit for answering a selected number of questions correctly.

5. The method of claim 1 , wherein the assigned resource is a human agent, wherein the microprocessor determines the customer proficiency level by executing the script while the respective customer is awaiting service by the agent, wherein, based on one or more of contact center performance information, goal, policy, and/or objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines one or more of: (a) whether or not to perform the determining step; (b) an identity of a script to be executed; (c) a configuration of the script; and/or (d) a benefit given to the respective customer for completing successfully questions provided by the script, when executed by the microprocessor, wherein the contact center performance information is one or more of a queue length, available resource, and/or contact center performance metric, and wherein the work item information comprises one or more of an identifier of a script successfully completed by the respective customer, a prior response of the respective customer to a script, the customer proficiency level, a contact center product associated with the selected work item, and/or a prior earned incentive, and wherein the determination of the one or more of: (a) whether or not to perform the determining step; (b) an identity of a script to be executed; (c) a configuration of the script; and/or (d) a benefit given to the respective customer for completing successfully questions provided by the script, when executed by the microprocessor, is determined based on a selected contact center product currently being marketed by the contact center.

6. The method of claim 5 , wherein, based on the one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines the identity of a script to be executed.

7. The method of claim 5 , wherein, based on the one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines the configuration of the script.

8. The method of claim 5 , wherein, based on the one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines the benefit given to the respective customer for completing successfully questions provided by the script.

9. The method of claim 1 , wherein one or more of the following is true: (a) the script is selected by the microprocessor from among multiple scripts, with each script being associated with a particular customer proficiency level, wherein the customer proficiency level is the highest script level completed by the respective customer with an acceptable score and each script is associated with a specific proficiency level and/or (b) the script to be executed by the microprocessor is configured from a master script that is generic to all proficiency levels, wherein the customer proficiency level is mapped to a particular route followed and completed successfully by the respective customer through a logic tree of the script executed by the microprocessor and each master script has multiple possible navigation routes through its associated logic tree, with the particular route navigated by a particular customer being dependent on which questions are answered correctly or incorrectly by the particular customer.

10. The method of claim 1 , wherein the game and/or contest is the game.

11. A system, comprising:

a microprocessor;

a computer readable medium, coupled to the microprocessor, to store, for a plurality of contact center customers, a corresponding customer proficiency level;

a microprocessor executable routing engine that, when executed by the microprocessor routes work items to agent communication devices for servicing, each of the work items being a customer contact received by a contact center; and

a microprocessor executable work assignment mechanism that, when executed by the microprocessor:

selects a work item associated with a respective customer having a customer identification;

determines, for the respective customer, a customer proficiency level with respect to a contact center product and/or product area sold and/or serviced by a contact center, wherein the microprocessor determines the customer proficiency level by providing the respective customer with a game and/or contest, wherein the game and/or contest is provided by the microprocessor executing a script, wherein the microprocessor executable work assignment mechanism, when executed by the microprocessor, collects and analyzes responses to determine the customer proficiency level of the respective customer and/or to select subsequent questions in the script to be executed from among multiple optional and/or possible questions defined by the script, wherein the microprocessor executable work assignment mechanism, when executed by the microprocessor, tags the responses with the customer identification and stores the responses in a database, thereby allowing the microprocessor executable work assignment mechanism, when executed by the microprocessor, to build a more complete picture of the respective customer and also allowing subsequent scripts to be selected for execution based on a proficiency level more appropriate for the respective customer; and

uses the customer proficiency level to select an agent to service the selected work item and causes the microprocessor executable routing engine to route the selected work item to an agent communication device corresponding to the selected agent for servicing.

12. The system of claim 11 , wherein the work item is a Real-Time or Pseudo-Real-Time contact, wherein the game and/or contest is provided by the microprocessor executing a selected script, and wherein the selected script is selected from among multiple scripts or results from a selected logical route through a master script based on questions answered correctly or incorrectly by the respective customer.

13. The system of claim 11 , wherein the work item is a Real-Time or Pseudo-Real-Time contact, wherein the work assignment mechanism, when executed by the microprocessor, provides the determined customer proficiency level to the selected agent for use in servicing the selected work item, and wherein the game and/or contest is provided by the microprocessor executing a selected script, wherein the selected script is selected from among multiple scripts or results from a selected logical route through a master script based on questions answered correctly or incorrectly by the respective customer.

14. The system of claim 11 , wherein the customer proficiency level is determined by the microprocessor executing the script while the respective customer is awaiting service by the selected agent, wherein the script is configured as a trivia game, and wherein the respective customer receives a benefit for answering a selected number of questions correctly.

15. The system of claim 11 , wherein the microprocessor determines the customer proficiency level by executing the script while the respective customer is awaiting service by the selected agent, wherein, based on one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines one or more of: (a) whether or not to perform the determining operation; (b) an identity of a script to be executed; (c) a configuration of the script; and/or (d) a benefit given to the respective customer for completing successfully questions provided by the script, when executed by the microprocessor, wherein the contact center performance information is one or more of a queue length, available resource, and/or contact center performance metric, and wherein the work item information comprises one or more of an identifier of a script successfully completed by the respective customer, a prior response of the respective customer to a script, a customer proficiency level, a contact center product associated with the selected work item, and/or a prior earned incentive, and wherein the determination of the one or more of: (a) whether or not to perform the determining operation; (b) an identity of a script to be executed; (c) a configuration of the script; and/or (d) a benefit given to the respective customer for completing successfully questions provided by the script, when executed by the microprocessor, is determined based on a selected contact center product currently being marketed by the contact center.

16. The system of claim 15 , wherein, based on the one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines the identity of the script to be executed.

17. The system of claim 15 , wherein, based on the one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines the configuration of the script.

18. The system of claim 15 , wherein, based on the one or more of contact center performance information, goal, policy, objective, and/or work item information, the work assignment mechanism, when executed by the microprocessor, determines the benefit given to the respective customer for completing successfully questions provided by the script.

19. The system of claim 11 , wherein one or more of the following is true: (a) the script is selected by the microprocessor from among multiple scripts, with each script being associated with a particular customer proficiency level, wherein the customer proficiency level is the highest script level completed by the respective customer with an acceptable score and each script is associated with a specific proficiency level and/or (b) the script to be executed by the microprocessor is configured from a master script that is generic to all proficiency levels, wherein the customer proficiency level is mapped to a particular route followed and completed successfully by the respective customer through a logic tree of the script executed by the microprocessor and each master script has multiple possible navigation routes through its associated logic tree, with the particular route navigated by a particular customer being dependent on which questions are answered correctly or incorrectly by the particular customer.

20. The system of claim 11 , wherein the game and/or contest is the game.

Assignments (14)
(SECURITY INTEREST) GRANTOR'S NAME CHANGE Recorded Sep 21, 2023
From: AVAYA INC.
To: AVAYA LLC
Reel/Frame 065019/0231 →
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 61087/0386) Recorded May 18, 2023
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
To: AVAYA MANAGEMENT L.P.; AVAYA INC.; INTELLISIST, INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC
Reel/Frame 063690/0359 →
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 53955/0436) Recorded May 18, 2023
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
To: AVAYA MANAGEMENT L.P.; AVAYA INC.; INTELLISIST, INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC
Reel/Frame 063705/0023 →
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 045034/0001) Recorded May 18, 2023
From: GOLDMAN SACHS BANK USA., AS COLLATERAL AGENT
To: AVAYA INC.; INTELLISIST, INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.; ZANG, INC. (FORMER NAME OF AVAYA CLOUD INC.); HYPERQUALITY, INC.; HYPERQUALITY II, LLC; CAAS TECHNOLOGIES, LLC; AVAYA MANAGEMENT L.P.
Reel/Frame 063779/0622 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded May 4, 2023
From: AVAYA INC.; AVAYA MANAGEMENT L.P.; INTELLISIST, INC.
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 063542/0662 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded May 3, 2023
From: AVAYA MANAGEMENT L.P.; AVAYA INC.; INTELLISIST, INC.; KNOAHSOFT INC.
To: WILMINGTON SAVINGS FUND SOCIETY, FSB [COLLATERAL AGENT]
Reel/Frame 063742/0001 →
RELEASE OF SECURITY INTEREST IN PATENTS AT REEL 45124/FRAME 0026 Recorded Apr 26, 2023
From: CITIBANK, N.A., AS COLLATERAL AGENT
To: AVAYA HOLDINGS CORP.; AVAYA INC.; AVAYA MANAGEMENT L.P.; AVAYA INTEGRATED CABINET SOLUTIONS LLC
Reel/Frame 063457/0001 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Aug 5, 2022
From: AVAYA INC.; INTELLISIST, INC.; AVAYA MANAGEMENT L.P.; AVAYA CABINET SOLUTIONS LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 061087/0386 →
SECURITY INTEREST Recorded Sep 25, 2020
From: AVAYA INC.; AVAYA MANAGEMENT L.P.; INTELLISIST, INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION
Reel/Frame 053955/0436 →
SECURITY INTEREST Recorded Jan 23, 2018
From: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.; ZANG, INC.
To: CITIBANK, N.A., AS COLLATERAL AGENT
Reel/Frame 045124/0026 →
SECURITY INTEREST Recorded Jan 10, 2018
From: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS LLC; OCTEL COMMUNICATIONS LLC; VPNET TECHNOLOGIES, INC.; ZANG, INC.
To: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
Reel/Frame 045034/0001 →
BANKRUPTCY COURT ORDER RELEASING ALL LIENS INCLUDING THE SECURITY INTEREST RECORDED AT REEL/FRAME 041576/0001 Recorded Dec 15, 2017
From: CITIBANK, N.A.
To: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS INC.; OCTEL COMMUNICATIONS LLC (FORMERLY KNOWN AS OCTEL COMMUNICATIONS CORPORATION); VPNET TECHNOLOGIES, INC.
Reel/Frame 044893/0531 →
SECURITY INTEREST Recorded Jan 27, 2017
From: AVAYA INC.; AVAYA INTEGRATED CABINET SOLUTIONS INC.; OCTEL COMMUNICATIONS CORPORATION; VPNET TECHNOLOGIES, INC.
To: CITIBANK, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 041576/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 29, 2013
From: WAXMAN, HARVEY S.; MICHAELIS, PAUL ROLLER
To: AVAYA INC.
Reel/Frame 030898/0063 →
Continuity (1)
Related Publication 20150030152A1 · Jan 29, 2015