IP Library Patent Application 19083221
Patent Application
App. No. 19/083,221

SYSTEMS AND METHODS FOR RECOMMENDING RULES FOR ROUTING CALLS

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Quick Facts
Patent No.
US None
App. No.
19/083,221
Abstract

In one embodiment, an entity such as a company may desire to use agents associated with a contact center to handle calls for the company. The company may identify customer categories for the calls such as technical support and billing. Rather than have the company create the rules that are used to select agents to handle calls for each category, the contact center may use historical call data, such as performance metrics and customer satisfaction survey information, to recommend rules to the company for each category. The recommended rules may also be based on the specific industry, field, or sector associated with the company.

Claims (61)

1 . A method comprising:

receiving a plurality of customer categories for a contact center by a computing device;

determining a sector associated with the contact center by the computing device;

for each customer category of the plurality of customer categories, determining a rule for selecting agents of a plurality of agents to handle calls associated with the customer category based on the determined sector by the computing device; and

for each customer category of the plurality of customer categories, associating the determined rule with the customer category.

2 . The method of claim 1 , further comprising:

receiving a call;

determining a customer category associated with the call;

selecting an agent of the plurality of agents to handle the call using the rule associated with the customer category; and

routing the call to the selected agent.

3 . The method of claim 2 , wherein the customer category is determined based one or more of a language spoken by a customer associated with the call, a country associated with the customer, and a priority associated with the customer.

4 . The method of claim 1 , wherein determining the rule for selecting agents of a plurality of agents to handle calls associated with the customer category based on the determined sector comprises:

retrieving historical performance data associated with the sector and customer category; and

determining the rule based on the retrieved historical performance data.

5 . The method of claim 1 , wherein the rule comprises a plurality of attributes.

6 . The method of claim 1 , further comprising:

for each customer category of the plurality of customer categories, recommending the determined rule for the customer category;

for each customer category of the plurality of customer categories, receiving an instruction to use the determined rule for the customer category; and

for each customer category of the plurality of customer categories, associating the determined rule with the customer category in response to the received instruction.

7 . The method of claim 1 , further comprising determining the plurality of customer categories based on the sector.

8 . A system comprising:

at least one processor; and

a non-transitory computer readable medium comprising instructions that, when executed by the at least one processor, cause the system to:

receive a plurality of customer categories for a contact center;

determine a sector associated with the contact center;

for each customer category of the plurality of customer categories, determine a rule for selecting agents of a plurality of agents to handle calls associated with the customer category based on the determined sector; and

for each customer category of the plurality of customer categories, associate the determined rule with the customer category.

9 . The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:

receive a call;

determine a customer category associated with the call;

select an agent of the plurality of agents to handle the call using the rule associated with the customer category; and

route the call to the selected agent.

10 . The system of claim 9 , wherein the customer category is determined based one or more of a language spoken by a customer associated with the call, a country associated with the customer, and a priority associated with the customer.

11 . The system of claim 8 , wherein determining the rule for selecting agents of a plurality of agents to handle calls associated with the customer category based on the determined sector comprises:

retrieving historical performance data associated with the sector and customer category; and

determining the rule based on the retrieved historical performance data.

12 . The system of claim 8 , wherein the rule comprises a plurality of attributes.

13 . The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:

for each customer category of the plurality of customer categories, recommend the determined rule for the customer category;

for each customer category of the plurality of customer categories, receive an instruction to use the determined rule for the customer category; and

for each customer category of the plurality of customer categories, associate the determined rule with the customer category in response to the received instruction.

14 . The system of claim 8 , further comprising determining the plurality of customer categories based on the sector.

15 . A non-transitory computer-readable medium comprising instructions that, when executed by at least one processor, cause a computer system to:

receive a plurality of customer categories for a contact center;

determine a sector associated with the contact center;

for each customer category of the plurality of customer categories, determine a rule for selecting agents of a plurality of agents to handle calls associated with the customer category based on the determined sector; and

for each customer category of the plurality of customer categories, associate the determined rule with the customer category.

16 . The computer-readable medium of claim 15 , further comprising instructions that, when executed by the at least one processor, cause the computer system to:

receive a call;

determine a customer category associated with the call;

select an agent of the plurality of agents to handle the call using the rule associated with the customer category; and

route the call to the selected agent.

17 . The computer-readable medium of claim 16 , wherein the customer category is determined based one or more of a language spoken by a customer associated with the call, a country associated with the customer, and a priority associated with the customer.

18 . The computer-readable medium of claim 15 , wherein determining the rule for selecting agents of a plurality of agents to handle calls associated with the customer category based on the determined sector comprises:

retrieving historical performance data associated with the sector and customer category; and

determining the rule based on the retrieved historical performance data.

19 . The computer-readable medium of claim 15 , wherein the rule comprises a plurality of attributes.

20 . The computer-readable medium of claim 15 , further comprising:

for each customer category of the plurality of customer categories, recommending the determined rule for the customer category;

for each customer category of the plurality of customer categories, receiving an instruction to use the determined rule for the customer category; and

for each customer category of the plurality of customer categories, associating the determined rule with the customer category in response to the received instruction.

Assignments (2)
SECURITY INTEREST Recorded Sep 18, 2025
From: TALKDESK, INC.
To: HSBC BANK USA, N.A.
Reel/Frame 072293/0160 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 25, 2025
From: VELOSO, ANTÓNIO; PINHEIRO, ALEXANDRE
To: TALKDESK, INC.
Reel/Frame 071059/0410 →