Method and apparatus for inquiry resolution in a transaction processing system

• US 20040042611A1
• Filed: 08/27/2002
• Published: 03/04/2004
• Est. Priority Date: 08/27/2002
• Status: Abandoned Application

• Current Assignee: Firstpoint Contact Technologies, LLC (Alvaria Incorporated)
• Original Assignee: Firstpoint Contact Technologies, LLC (Alvaria Incorporated)
• Inventors: Shambaugh, Craig R., Dezonno, Anthony J., Sumner, Roger A., Beckstrom, Robert P., Michelson, Mark J., Power, Mark J., Hodson, Jeffrey D., Bonifazi, Carlo
• Application Number:
  US10/228,980
• Publication Number:
  US 20040042611A1
• Time in Patent Office: Days
• US Class Current: 379/265.02
• CPC Class Codes: H04M 3/5191 interacting with the Internet

Abstract

A method for resolving inquires in a transaction processing system is provided where the transaction processing system is configured to route incoming calls from callers to agents associated with the transaction processing system. The method includes a) receiving an incoming call by the agent, b) collecting inquiry parameters from the caller concerning an inquiry posed by the caller, c) providing the inquiry parameters to a knowledge-based database, d) selecting at least one entry in the knowledge database having inquiry parameters matching the inquiry parameters corresponding to the incoming call, e) obtaining inquiry solutions from each selected entry in the database; and f) providing one or more of the inquiry solutions to the agent wherein the agent presents one or more of the inquiry solutions to the caller to satisfy the caller'"'"'s inquiry.

Claims

1. A method for resolving inquires in a transaction processing system, the transaction processing system configured to route incoming calls to agents associated with the transaction processing system, the method comprising the steps of:

a) routing an incoming call from call from a caller to an agent;

b) collecting inquiry parameters from the caller concerning an inquiry posed by the caller;

c) providing the inquiry parameters to a knowledge-based database;

d) selecting at least one entry in the database having inquiry parameters matching the inquiry parameters corresponding to the incoming call;

e) obtaining at least one inquiry solution from each selected entry in the database; and

f) providing one or more of the inquiry solutions to the agent.

2. The method according to claim 1 wherein the agent receiving the incoming call presents one or more of the inquiry solutions to the caller to satisfy the caller'"'"'s inquiry so that the caller is not transferred to another agent.

3. The method according to claim 1 wherein the agent presents one or more of the inquiry solutions to the caller to satisfy the caller'"'"'s inquiry.

4. The method according to claim 1 wherein the inquiry parameters are collected by the agent in the form of key words or key phrases based upon a dialog between the agent and the caller.

5. The method according to claim 4 wherein the dialog between the agent and the caller includes at least some text-based dialog.

6. The method according to claim 1 wherein the step of collecting the inquiry parameters includes the step of the selecting key words from a form or template based on a dialog between the caller and the agent.

7. The method according to claim 1 wherein the inquiry parameters are encoded to quantify the inquiry posed by the caller.

8. The method according to claim 4 wherein the key words are selected from the group consisting of product name, product number, product identification, product make, product model, customer name, customer number, and product part failure identification.

9. The method according to claim 1 wherein the inquiry parameters are formatted or translated using an XML-based language.

10. The method according to claim 1 wherein a knowledge-based processor operatively coupled to the database searches the database to find a match between the inquiry parameters corresponding to the incoming call and inquiry parameters of a plurality of database records.

11. The method according to claim 10 wherein the plurality of database records are indexed by a problem identification or problem type.

12. The method according to claim 10 further including that step of determining the number of key words in common between the inquiry parameters corresponding to the incoming call and the inquiry parameters of each of the plurality of database records.

13. The method according to claim 1 wherein the inquiry parameters corresponding to the incoming call are stored or indexed in the database and are associated with verified corresponding inquiry solutions.

14. The method according to claim 13 further including the step of storing the inquiry parameters corresponding to the incoming call and the verified corresponding inquiry solutions in the database to build a knowledge base of related inquiries and solutions.

15. The method according to claim 1 further including the step of determining an identity of a preferred agent most closely associated with the inquiry solutions corresponding to the selected entries in the database.

16. The method according to claim 15 wherein the preferred agent is an agent whose agent name or identification appears greater than a predetermined number of times in the plurality of obtained inquiry solutions, said incoming call being transferred from the agent to the preferred agent, wherein the preferred agent presents one or more of the inquiry solutions to the caller to satisfy the caller'"'"'s inquiry.

17. The method according to claim 15 further including the step of issuing a request for additional information to the preferred agent to obtain additional solutions relating to the caller'"'"'s inquiry.

18. The method according to claim 15 further including the step of issuing a request for additional information to a predetermined number of agents to obtain additional solutions relating to the caller'"'"'s inquiry.

19. The method according to claim 1 wherein the knowledge-based processor is operatively coupled to a front-office database that contains entries selected from the group consisting of inventory entries, sales entries, shipping entries, manufacturing entries, product entries, stocking entries, accounting entries, agent availability, agent log-in status and agent employment schedule.

20. The method according to claim 1 wherein the inquiry solutions are provided to the agent in a hierarchal order based upon the number of key words in common between the inquiry parameters corresponding to the incoming call and the inquiry parameters of each of the plurality of database records.

21. An inquiry resolution system for resolving inquires in a transaction processing system, the transaction processing system configured to route incoming calls to agents associated with the transaction processing system, the inquiry resolution system comprising:

knowledge database;

a knowledge-based processor operatively coupled to the knowledge database;

an inquiry parameter formatter configured to format key words or phrases collected by the agent in the form of inquiry parameters during a dialog with a caller, the formatter providing the inquiry parameters to the processor; and

wherein the processor searches the database and selects at least one entry in the database having inquiry parameters matching the inquiry parameters corresponding to the dialog, and obtains an inquiry solution from each selected entry in the database.

22. The system according to claim 21 wherein the inquiry parameters are collected by the agent in the form of key words or key phrases based upon a dialog between the agent and the caller.

23. The system according to claim 21 wherein the inquiry solutions are provided to the agent for presentation to the caller.

24. The system according to claim 21 wherein the knowledge-based processor searches the database to find a match between the inquiry parameters corresponding to the incoming call and inquiry parameters of a plurality of database records.

25. The system according to claim 21 wherein the inquiry parameters corresponding to the incoming call are stored or indexed in the database and are associated with verified corresponding inquiry solutions.

26. The system according to claim 21 further wherein the knowledge-based processor determines an identity of a preferred agent most closely associated with the inquiry solutions corresponding to the selected entries in the database.

27. The system according to claim 21 wherein the knowledge-based processor is operatively coupled to a front-office database that contains entries selected from the group consisting of inventory entries, sales entries, shipping entries, manufacturing entries, product entries, stocking entries, accounting entries, agent availability, agent log-in status and agent employment schedule.

28. An inquiry resolution system for resolving inquires in a transaction processing system, the transaction processing system configured to route incoming calls from callers to agents associated with the transaction processing system, the inquiry resolution system comprising:

knowledge database;

processing means operatively coupled to the knowledge database;

means for formatting key words or phrases collected by the agent in the form of inquiry parameters during a dialog with the caller, the means for formatting providing the inquiry parameters to the processing means; and

wherein the processing means searches the database and selects at least one entry in the database having inquiry parameters matching the inquiry parameters corresponding to the dialog, obtains an inquiry solution from each selected entry in the database, and provides the inquiry solutions to the agent for presentation to the caller.

29. The system according to claim 28 wherein the inquiry parameters are collected by the agent in the form of key words or key phrases based upon a dialog between the agent and the caller.

30. The system according to claim 28 wherein processing means searches the database to find a match between the inquiry parameters corresponding to the incoming call and inquiry parameters of a plurality of database records.

31. The system according to claim 28 wherein the inquiry parameters corresponding to the incoming call are stored or indexed in the database and are associated with verified corresponding inquiry solutions.

32. The system according to claim 28 wherein the processing means determines an identity of a preferred agent most closely associated with the inquiry solutions corresponding to the selected entries in the database.

33. The system according to claim 28 wherein the processing means is operatively coupled to a front-office database that contains entries selected from the group consisting of inventory entries, sales entries, shipping entries, manufacturing entries, product entries, stocking entries, accounting entries, agent availability, agent log-in status and agent employment schedule.