IP Library Granted Patent US 8,023,638
Granted Patent B2
US 8,023,638 · App. 11/893,542 · Granted Sep 20, 2011

System and method for balancing agent console load during automated call processing

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Quick Facts
Patent No.
US 8,023,638
App. No.
11/893,542
Granted
Sep 20, 2011
Kind
B2
Abstract

A system and method for balancing agent console load during automated call processing is provided. A plurality of agent consoles are operated in a call center. Progress of a call session of a caller that is calling into the call center at each agent console is monitored. An absolute upper limit on a number of the call sessions allowed at each agent console at any given time is assigned. A load of call session assignments on each agent console is balanced. Objective and subjective conditions pertinent to each assigned call session are continually collected from each agent console. The objective and subjective conditions that affect call session availability are updated for each agent console. The objective and subjective conditions are evaluated against the absolute upper limit to determine a load factor. Each call session is assigned to one such agent console within bounds applicable to the load factor.

Claims (241)

1. A system for balancing agent console load during automated call processing, comprising:

a console to operate a plurality of agent consoles;

a call processor to process a plurality of call sessions; and

a message server to balance a call session load on each agent console, comprising:

a load balance module to continually collect conditions from each agent console, to evaluate the conditions against each agent console, and to determine a load factor as a function of the conditions, wherein the load factor represents a normalized numeric metric 0≦LF i ′≦m determined in accordance with the formula:

LF

i

=

{

0

,

s

i

=

0

ceil

(

m

j

=

1

s

i

t

ij

s

i

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wl

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2

)

)

,

s

i

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l

i

m

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=

l

i

 where m is a scaling factor, s i is a number of sessions currently assigned to one such agent console i, t ij is a current state of a session in that agent console i, and w is a number of windows that are viewable on that agent console i, such that 0≦i≦l i ; and

a call distributor to assign the call sessions to the agent consoles commensurate to the corresponding load factor.

2. A system according to claim 1 , wherein the conditions comprise at least one of a state of a call previously assigned, a limit on a maximum number of call sessions, a priority of the call previously assigned, and a group to which an agent is assigned.

3. A system according to claim 1 , wherein the conditions comprise values for at least one of a difficulty resolving a caller's concerns and a difficulty experienced by an agent in dealing with the caller.

4. A system according to claim 1 , wherein t ij is set to a value for the current state comprising at least one of a waiting, attention, and active state.

5. A system according to claim 1 , wherein the call distributor performs an alternative call disposition when each agent console is unavailable to take the assigned call comprising at least one of handling one or more of the assigned call sessions through automated response, transferring one or more of the assigned call sessions to a live agent, and placing one or more of the assigned call sessions on hold.

6. A system according to claim 1 , wherein the load balance module assigns a maximum load factor to the agent console that receives one of the assigned call sessions and maintains the maximum load factor until the agent console is ready to accept new calls.

7. A method for balancing agent console load during automated call processing, comprising:

operating a plurality of agent consoles;

processing a plurality of call sessions; and

balancing a call session load on each agent console, comprising:

continually collecting conditions from each agent console;

evaluating the conditions against each agent console and determining a load factor as a function of the conditions to represent a normalized numeric metric 0≦LF i ′≦m in accordance with the formula:

LF

i

=

{

0

,

s

i

=

0

ceil

(

m

j

=

1

s

i

t

ij

s

i

w

)

,

s

i

<

l

i

m

,

s

i

=

l

i

 where m is a scaling factor, s i is a number of sessions currently assigned to one such agent console i, t ij is a current state of a session in that agent console i, and w is a number of windows that are viewable on that agent console i, such that 0≦i≦l i ; and

assigning the call sessions to the agent consoles commensurate to the corresponding load factor.

8. A method according to claim 7 , wherein the conditions comprise at least one of a state of a call previously assigned, a limit on a maximum number of call sessions, a priority of the call previously assigned, and a group to which an agent is assigned.

9. A method according to claim 7 , wherein the conditions comprise values for at least one of a difficulty resolving a caller's concerns and a difficulty experienced by an agent in dealing with the caller.

10. A method according to claim 7 , wherein t ij is set to a value for the current state comprising at least one of a waiting, attention, and active state.

11. A method according to claim 7 , further comprising:

performing an alternative call disposition when each agent console is unavailable to take the assigned call sessions, comprising at least one of:

handling one or more of the assigned call sessions through automated response;

transferring one or more of the assigned call sessions to a live agent; and

placing one or more of the assigned call sessions on hold.

12. A method according to claim 7 , further comprising:

assigning a maximum load factor to the agent console that receives one of the assigned call sessions; and

maintaining the maximum load factor until the agent console is ready to accept new calls.

13. A system for balancing agent console load during automated call processing, comprising:

a console to operate a plurality of agent consoles;

a call processor to process a plurality of call sessions; and

a message server to balance a call session load on each agent console, comprising:

a load balance module to assign a fixed limit to the call sessions for each agent console, to continually collect conditions from each agent console, to evaluate the conditions against each agent console, and to determine a load factor as a function of the conditions, wherein the load factor represents a normalized numeric metric 0≦LF i ≦m determined in accordance with the formula:

LF

i

=

{

0

,

s

i

=

0

ceil

(

m

j

=

1

s

i

t

ij

s

i

(

wl

i

2

)

)

,

s

i

<

l

i

m

,

s

i

=

l

i

 where m is a scaling factor, s i is a number of sessions currently assigned to one such agent console i, t ij is a current state of a session in that agent console i, l is the fixed limit for that agent console i, such that l i ≦0, and w is a number of windows that are viewable on that agent console i, such that 0≦i≦l; and

a call distributor to assign the call sessions to the agent consoles commensurate to the corresponding load factor.

14. A system according to claim 13 , wherein t ij is set to a value for the current state comprising at least one of a waiting, attention, and active state.

15. A system according to claim 13 , wherein the conditions comprise at least one of a state of a call previously assigned, a limit on a maximum number of call sessions, a priority of the call previously assigned, and a group to which an agent is assigned.

16. A system according to claim 13 , wherein the conditions comprise values for at least one of a difficulty resolving a caller's concerns and a difficulty experienced by an agent in dealing with the caller.

17. A system according to claim 13 , wherein the call distributor performs an alternative call disposition when each agent console is unavailable to take the assigned call sessions comprising at least one of handling one or more of the assigned call sessions through automated response, transferring one or more of the assigned call sessions to a live agent, and placing one or more of the assigned call sessions on hold.

18. A system according to claim 13 , wherein the load balance module assigns a maximum load factor to the agent console that receives one of the assigned call sessions and maintains the maximum load factor until the agent console is ready to accept new calls.

19. A method for balancing agent console load during automated call processing, comprising:

operating a plurality of agent consoles;

processing a plurality of call sessions; and

balancing a call session load on each agent console, comprising:

assigning a fixed limit to the call sessions for each agent console;

continually collecting conditions from each agent console;

evaluating the conditions against the fixed limit for each agent console and determining a load factor as a function of the conditions to represent a normalized numeric metric 0≦LF i ≦m in accordance with the formula:

LF

i

=

{

0

,

s

i

=

0

ceil

(

m

j

=

1

s

i

t

ij

s

i

w

)

,

s

i

<

l

i

m

,

s

i

=

l

i

 where m is a scaling factor, s i is a number of sessions currently assigned to one such agent console i, t ij is a current state of a session in that agent console i, l i is the fixed limit for that agent console i, such that l i ≦0, and w is a number of windows that are viewable on that agent console i, such that 0≦i≦l i ; and

assigning the call sessions to the agent consoles commensurate to the corresponding load factor.

20. A method according to claim 19 , wherein t ij is set to a value for the current state comprising at least one of a waiting, attention, and active state.

21. A method according to claim 19 , wherein the conditions comprise at least one of a state of a call previously assigned, a limit on a maximum number of call sessions, a priority of the call previously assigned, and a group to which an agent is assigned.

22. A method according to claim 19 , wherein the conditions comprise values for at least one of a difficulty resolving a caller's concerns and a difficulty experienced by an agent in dealing with the caller.

23. A method according to claim 19 , further comprising:

performing an alternative call disposition when each agent console is unavailable to take the assigned call sessions, comprising at least one of:

handling one or more of the assigned call sessions through automated response;

transferring one or more of the assigned call sessions to a live agent; and

placing one or more of the assigned call sessions on hold.

24. A method according to claim 19 , further comprising:

assigning a maximum load factor to the agent console that receives one of the assigned call sessions; and

maintaining the maximum load factor until the agent console is ready to accept new calls.

Assignments (20)
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 46204/0465) 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 063691/0001 →
RELEASE OF SECURITY INTEREST IN PATENTS (REEL/FRAME 46202/0467) 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 063695/0145 →
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 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 →
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 46204/FRAME 0525 Recorded Apr 26, 2023
From: CITIBANK, N.A., AS COLLATERAL AGENT
To: AVAYA HOLDINGS CORP.; AVAYA INC.; INTELLISIST, INC.
Reel/Frame 063456/0001 →
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 →
ABL SUPPLEMENT NO. 1 Recorded May 22, 2018
From: INTELLISIST, INC.
To: CITIBANK N.A., AS COLLATERAL AGENT
Reel/Frame 046204/0525 →
ABL INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded May 22, 2018
From: INTELLISIST, INC.
To: CITIBANK N.A., AS COLLATERAL AGENT
Reel/Frame 046204/0418 →
TERM LOAN SUPPLEMENT NO. 1 Recorded May 22, 2018
From: INTELLISIST, INC.
To: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
Reel/Frame 046204/0465 →
TERM LOAN INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded May 22, 2018
From: INTELLISIST, INC.
To: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
Reel/Frame 046202/0467 →
RELEASE OF SECURITY INTEREST Recorded Mar 12, 2018
From: PACIFIC WESTERN BANK, AS SUCCESSOR IN INTEREST TO SQUARE 1 BANK
To: INTELLISIST, INC.
Reel/Frame 045567/0639 →
RELEASE OF SECURITY INTEREST Recorded Jul 6, 2016
From: SILICON VALLEY BANK
To: INTELLISIST, INC.
Reel/Frame 039266/0902 →
SECURITY INTEREST Recorded Oct 23, 2015
From: INTELLISIST, INC.
To: PACIFIC WESTERN BANK (AS SUCCESSOR IN INTEREST BY MERGER TO SQUARE 1 BANK)
Reel/Frame 036942/0087 →
SECURITY INTEREST Recorded Mar 28, 2014
From: INTELLISIST, INC.
To: SILICON VALLEY BANK
Reel/Frame 032555/0516 →
RELEASE OF SECURITY INTEREST Recorded Dec 14, 2010
From: SQUARE 1 BANK
To: INTELLISIST, INC.
Reel/Frame 025585/0810 →
SECURITY AGREEMENT Recorded Dec 9, 2009
From: INTELLISIST, INC. DBA SPOKEN COMMUNICATIONS
To: SQUARE 1 BANK
Reel/Frame 023627/0412 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 15, 2007
From: WAALKES, ADAM; ODINAK, GILAD; JIANG, HAODONG (HOWARD); THORN, MATTHEW; MCCANN, TOM
To: INTELLISIST, INC.
Reel/Frame 019766/0493 →