System and method for predictive outdialing

• US 5,553,133 A
• Filed: 06/30/1994
• Issued: 09/03/1996
• Est. Priority Date: 06/30/1994
• Status: Expired due to Term

• Current Assignee: Unify GmbH & Co. KG (Atos SE)
• Original Assignee: Siemens Rolm Communications, Inc. (Siemens AG)
• Inventors: Perkins, Mark M.
• Primary Examiner(s): Hofsass, Jeffery
• Assistant Examiner(s): Wolinsky, Scott
• Application Number:
  US08/268,470
• Time in Patent Office: 796 Days
• Field of Search: 379/265, 379/266, 379/216, 379/309, 379/201, 379/92, 379/112
• US Class Current: 379/266.08
• CPC Class Codes: H04M 3/36 Statistical metering, e.g. recording occasions when traffic exceeds capacity of trunks
• CPC Class Codes: H04M 3/51 Centralised call answering arrangements requiring operator intervention , e.g. call or contact centers for telemarketing
• CPC Class Codes: H04M 3/5158 in combination with automated outdialling systems devices for signalling identity of wanted subscriber H04M1/26

Abstract

System and method for outdialing telephone calls on a basis which takes into account the availability of agents who are assigned to process telephone calls placed. In accordance with the invention, telephone calls are placed ahead of the availability of agents so that the overall productivity of the agents is increased. The number of telephone calls that should be placed is determined in light of the actual measurements of system performance and in light of performance objectives. The determinations are dynamically refined based on measurements of actual agent and telephone call activity provided by the telephone system.

Claims

1. A method for controlling the number of communications in a setup phase to target entities, wherein the communications in a setup phase are unanswered communications initiated by a communication system to target entities ahead of the availability of one of a plurality of agents, the method comprising the steps of:

(a) determining a current value n that is representative of the number of agents that are available;

(b) based upon said current value n, determining a minimum number of communications to be in a setup phase;

(c) based upon said current value n, determining a maximum number of communications permitted to be in a setup phase;

(d) determining the number of communications that are in a setup phase;

(e) initiating an additional communication if the number of communications that are in a setup phase is less than said determined minimum number of communications, and repeating said initiating until the number of communications that are in a setup phase is at least equal to said determined minimum number of communications; and

(f) disconnecting one communication that is in a setup phase if the number of communications that are in a setup phase is greater than said determined maximum number of communications, and repeating said disconnecting until the number of communications that are in a setup phase is at most equal to said determined maximum number of communications;

(g) repeating said steps (a) through (f).

2. The method of claim 1, wherein said step (c) further includes defining a temporary minimum number of communications as one plus the value n (n+1) and basing said maximum number on said temporary minimum number of communications.

3. The method of claim 1, wherein said step (b) comprises an additional substep of adjusting said minimum number of communications based upon a rate at which initiated communications are either answered or disconnected because said initiated communications have not been answered within a predetermined amount of time.

4. The method of claim 1, wherein said step (b) comprises an additional substep of adjusting said minimum number of communications based upon a computed probability that an initiated communication will be answered.

5. The method of claim 1, wherein said step (b) comprises an additional substep of adjusting said minimum number of communications if a parameter indicates that a recording device is being used as an overflow mechanism.

6. The method of claim 1, wherein said step (b) comprises an additional substep of adjusting said minimum of communications based upon a fraction of communications for which an answer status cannot be determined due to malfunctioning equipment.

7. The method of claim 1, further comprising the step of detecting when one of the initiated communications has been responded to by one of the target entities, and connecting said one of the target entities with one of said available agents.

8. The method of claim 7, wherein said step (b) comprises an additional step of adjusting said minimum number of communications based upon the number of said available agents and the number of agents who are connected with one of the target entities.

9. The method of claim 7, wherein said step (b) further comprises an additional substep of adjusting said minimum number of communications based upon a rate at which agents become available.

10. The method of claim 7, wherein said step (b) comprises an additional substep of adjusting said minimum number of communications if a parameter indicates that a second group of agents can receive overflow communications.

11. The method of claim 7, wherein said step (b) comprises an additional substep of adjusting said minimum number of communications based upon a rate at which agents will be unavailable for receiving communications.

12. The method of claim 7, wherein said step (b) comprises an additional substep of adjusting said minimum number of communications based upon a desired limit of average agent utilization.

13. A system for providing a communication path between each of a plurality of agents and a target entity by predicting the availability of said plurality of agents and initiating a plurality of communications between a communications network and a plurality of target entities ahead of the availability of said plurality of agents, comprising:

availability means for monitoring the number of available agents;

minimum determination means, responsive to said availability means, for determining a minimum number of calls which must be placed in a setup state, thereby establishing a minimum number of required initiated communications;

maximum determination means, responsive to said availability means, for determining a maximum number of calls permitted to be in a setup state, thereby establishing a maximum number of permitted initiated communications;

call monitoring means coupled to said communication network for determining the current number of calls that are in a setup state;

connection determination means for determining, in response to said minimum and said maximum determination means and to said call monitoring means, a number of additional communications to be initiated, thereby having at least said minimum number of required initiated communications, and for determining a number of already initiated but unanswered communications to be disconnected, thereby having at most said maximum number of permitted initiated communications; and

means, coupled to said communications network and to said connection determination means, for initiating said number of additional communications and for disconnecting said number of already initiated but unanswered communications;

whereby the number of communications in a setup state is at least equal to said minimum number of required initiated communications and is at most equal to said maximum number of permitted initiated communications.

14. The system of claim 13, wherein said minimum determination means comprises rate monitor means for providing a rate at which said plurality of initiated communications are either answered or disconnected because they have not been answered within a predetermined amount of time, said minimum number of calls which must be placed in a setup state being based upon said rate provided by said rate monitor means.

15. The system of claim 13, wherein said minimum determination means comprises probability means for determining a probability that one of said plurality of initiated communications will be answered, said minimum number of calls which must be placed in a setup state being based upon said probability.

16. The system of claim 13, wherein said minimum determination means comprises means for indicating that one of a recording device and a second group of agents serves as an overflow mechanism.

17. The system of claim 13, wherein said minimum number of calls which must be placed in a setup state is based upon a fraction of said plurality of initiated communications for which an answer status cannot be determined due to malfunctioning equipment.

18. The system of claim 13, wherein a second minimum number of calls which must be placed in a setup state is provided by said minimum determination means based upon a number equal to the sum of said number of available agents plus at least one, and said maximum number of calls permitted to be in a setup state is equal to said second minimum number.

19. The system of claim 13, further comprising means for detecting when one of said plurality of initiated communications has been responded to by a target entity, thereby establishing an answered call, and connecting said answered call to an available agent.

20. The system of claim 19, wherein said minimum determination means comprises rate monitor means for providing a rate at which agents become available, said minimum number of calls which must be placed in a setup state being based upon said rate provided by said rate monitor means.

21. The system of claim 19, wherein said minimum determination means comprises rate monitor means for providing a rate at which agents will be unavailable for connection to an answered call, said minimum number of calls which must be placed in a setup state being based upon said rate provided by said rate monitor means.

22. The system of claim 19, wherein said minimum determination means comprises means for indicating a desired limit of average agent utilization, said minimum number of calls which must be placed in a setup state being based upon said desired limit.

23. The system of claim 19, wherein said maximum number of calls permitted to be in a setup state is based upon the number of agents who are available and who are communicating with target entities.

24. A telephone system for allowing a plurality of agents to contact a plurality of target entities, wherein the availability of the agents is predicted and wherein telephone calls to target entities are initiated ahead of the availability of the agents, comprising:

database means for storing the telephone numbers of the plurality of target entities;

monitoring means, for monitoring the status of each initiated telephone call;

prediction means, responsive to said monitoring means and to parameters relating to the agents, for predicting when additional telephone calls should be initiated, and when initiated but unanswered telephone calls should be disconnected, including means for determining, based upon the availability of the agents, a minimum limit representing the minimum number of calls which must be placed in a setup state, thereby establishing a minimum number of required initiated calls and further including means for determining, based upon the availability of the agents, a maximum limit representing the maximum number of calls permitted to be in a setup state, thereby establishing a maximum number of permitted initiated calls;

telephone switching means, responsive to said prediction means, for initiating additional telephone calls using said telephone numbers from said database means, for disconnecting initiated unanswered telephone calls, and for connecting one of the agents with a telephone call answered by a target entity.

25. The telephone system of claim 24, wherein said prediction means further comprises:

connection determination means for determining, in response to said means for determining said minimum and said maximum limits, a number of additional telephone calls to be initiated, thereby ensuring that the number of calls in a setup state is equal to at least said minimum number of required initiated calls, and for determining a number of already initiated but unanswered telephone calls to be disconnected, thereby ensuring that the number of calls in a setup state is equal to at most said maximum number of permitted initiated calls; and

wherein said telephone switching means is coupled to said connection determination means, thereby initiating additional calls and disconnecting initiated unanswered calls in response to said connection determination means.

26. The system of claim 25, wherein said minimum limit further is based upon a rate at which the initiated telephone calls are either answered or disconnected because they have not been answered within a predetermined amount of time.

27. The system of claim 25, wherein said minimum limit further is based upon a computed probability that an initiated telephone call will be answered.

28. The system of claim 25, wherein said means for determining said minimum limit comprises means for indicating that one of a recording device and a second group of agents serves as an overflow mechanism.

29. The system of claim 25, wherein said minimum limit further is based upon a parameter indicating a fraction of telephone calls for which an answer status cannot be determined due to malfunctioning equipment.

30. The system of claim 25, wherein said maximum limit is equal to a second minimum limit, said second minimum limit being provided by said means for determining a minimum limit based upon the sum of said number of available agents plus at least one.

31. The system of claim 25, further comprising means for detecting when one of said plurality of initiated calls has been responded to by one of the target entities, and connecting said one of the target entities with one of the agents.

32. The system of claim 31, wherein said maximum limit further is based upon the number of the plurality of agents who are connected with a target entity and who are available to be connected to a target entity.

33. The system of claim 31, wherein said minimum limit further is based upon a rate at which the agents become available.

34. The system of claim 31, wherein said minimum limit further is based upon a parameter indicating a rate at which agents will be unavailable for connection to an answered call.

35. The system of claim 31, wherein said minimum limit further is based upon a parameter indicating a desired limit of average agent utilization.