System and method for monitoring and routing incoming calls

• US 6,829,349 B1
• Filed: 07/31/2000
• Issued: 12/07/2004
• Est. Priority Date: 07/31/2000
• Status: Expired due to Term

• Current Assignee: Chemtron Research LLC (Intellectual Ventures LLC)
• Original Assignee: Comdial Corporation (Vertical Communications Incorporated)
• Inventors: Phillips, Mark, Neale, Jay, Baird, John, Berrang, Michael, Jones, John
• Primary Examiner(s): Bui, Bing Q.
• Application Number:
  US09/630,347
• Time in Patent Office: 1,590 Days
• Field of Search: 379/29.09, 379/88.19, 379/88.21, 379/121.04, 379/121.05, 379/142.04, 379/142.06, 379/265.01, 379/265.02, 379/265.09
• US Class Current: 379/265.09
• CPC Class Codes: H04M 3/436 Arrangements for screening incoming calls , i.e. evaluating the characteristics of a call before deciding whether to answer it based on the calling party profile H04M3/42059; based on location H04M3/42348; based on presence H04M3/42365; diversion H04M3/54
• CPC Class Codes: H04M 3/5183 Call or contact centers with computer-telephony arrangements
• CPC Class Codes: H04M 3/523 with call distribution or queueing

Abstract

A system and method is provided for monitoring and routing incoming communications to an agent in an organization. In accordance with the system and method of the invention, a communication control system is provided that includes a server side and a client side. The server side includes a computer telephone integration (CTI) server. The CTI server is connected to a phone switch via an interface application, and includes a call routing server. The communication control system also includes a client side. The client side may include an agent application, an attendant application, and a configuration application. The call routing server monitors all calls coming into an organization which are to an agent or an attendant and routes the calls based on various parameters. The call routing server provides various information to the agent application and the attendant application based on the incoming call.

Claims

1. A communication system for routing and monitoring an incoming telephone call in an organization, the communication system comprising:

a telephone switch;

a server side, the server side including a computer telephone integration server, the computer telephone integration server including a call routing server and a memory portion for storing information, the call routing server monitoring the properties of incoming telephone calls and retrieving information from the memory portion based on monitored properties of the telephone call; and

a client side, the client side including;

an agent telephone, the agent telephone for receiving selected telephone calls forwarded from the telephone switch; and

an agent application, the call routing server monitoring the telephone call to the agent telephone and forwarding information regarding the telephone call to the agent application, the agent application displaying the information for viewing by an agent user;

an attendant telephone that receives selected telephone calls from the telephone switch prior to the telephone call being forwarded to the agent telephone; and

an attendant application, the call routing server monitoring the telephone call to the attendant telephone and forwarding information regarding the telephone call to the attendant application, the attendant application displaying the information for viewing by an attendant user, the attendant application providing the attendant user with the capability to forward the telephone call to the agent user.

2. The communication system according to claim 1, wherein the call routing server retrieves the information from the memory portion based on properties of the telephone call using a matching process.

3. The communication system according to claim 2, wherein the matching process is performed by comparing the caller ID of the incoming telephone call with a primary client ID stored in the memory portion, the primary client ID associated with client information in the memory portion.

4. The communication system according to claim 2, wherein the matching process is performed by comparing a DID line number used by the incoming telephone call, the call routing server comparing the DID line number with information stored in the memory.

5. The communication system according to claim 1, further including an interface application, the interface application providing an interface between the phone switch and the computer telephone integration server.

6. The communication system according to claim 1, wherein the call routing server monitors the telephone call to the agent telephone and deflects the telephone call if the agent user does not answer the telephone call.

7. The communication system according to claim 6, wherein the client side further includes a plurality of phantom stations and a digital voice announcer, the digital voice announcer disposed on the computer telephone integration server;

the call routing server assigns a phantom station to the deflected telephone call, the phantom station establishing a conference call between the deflected call and an agent at a remote location, the call routing server also transferring the telephone call to the digital voice announcer, the digital voice announcer playing an audio message to the deflected telephone call prior to the call routing server returning the deflected telephone call to the phantom station.

8. The communication system according to claim 7, wherein the call routing server deflects the telephone call based on screening parameters.

9. The communication system according to claim 8, wherein the screening parameters is a list of persons, the call routing server determining if the telephone call is from a person on the list, and:

if the person is on the list, then the call routing server calls the agent to which the telephone call was directed at an agent forwarding number; and

if the person is not on the list, then the call routing server forwards the telephone call to voicemail.

10. The communication system according to claim 9, wherein the agent forwarding number is a first agent forwarding number, and the call routing server calls a second agent forwarding number if the agent does not answer at the first agent forwarding number.

11. The communication system according to claim 10, wherein the first agent forwarding number and the second agent forwarding number are exchangeable by an agent using the agent application.

12. The communication system according to claim 10, wherein the first agent forwarding number and the second agent forwarding number are exchangeable by an attendant using the attendant application.

13. The communication system according to claim 1, wherein the telephone call is to a shared number calls selected for receipt by the attendant application are shared numbers at the organization, the shared numbers being numbers that are shared by a plurality of persons, and wherein the call routing server retrieves information from the memory portion regarding the shared numbers and forwards the information to the attendant application, the attendant application displays information regarding the shared numbers such that the attendant user may forward the telephone call to the agent.

14. The communication system according to claim 13, wherein the information is history regarding the persons who share the shared number.

15. The communication system according to claim 13, wherein the information is DID line information.

16. The communication system according to claim 1, wherein the attendant application provides an input for an attendant to enter caller information regarding the telephone call, the attendant application then providing an attendant with the ability to forward the caller information with the telephone call.

17. The communication system according to claim 16, wherein the attendant application provides an attendant with the ability to forward the caller information to the memory portion.

18. The communication system according to claim 1, wherein the computer telephone integration server includes an auto-attendant, the auto-attendant automatically processing the telephone call when an attendant user is not interfacing with the attendant application.

19. The communication system according to claim 18, wherein the auto-attendant allows a caller to select the voicemail of a particular agent.

20. The communication system according to claim 18, wherein the auto-attendant allows a caller to connect to a particular agent.

21. The communication system according to claim 1, further comprising a configuration application, the configuration application for providing a supervisor user with the capability to manage operating parameters of the agent application and the attendant application.

22. The communication system according to claim 21, wherein the configuration application is a web based application.