Systems and methods for desktop data recording for customer agent interactions
First Claim
1. A method for recording information about a customer-agent interaction, the method comprising:
- at a computer operated by an agent who is interacting with a customer, recording the customer-agent interaction that includes a voice communication between the agent and the customer, by;
recording voice data associated with the interaction;
recording screen data obtained from a display of the computer as it is used during the interaction by the agent;
recording desktop data that is associated with the display of the computer and that is distinct from the screen data; and
upon termination of the interaction, transmitting the recorded voice data, screen data, and desktop data to a remote server for storage, wherein the transmitting the recorded voice data, screen data, and desktop data includes;
determining whether the remote server is available;
when the remote server is available, transmitting the data to the remote server; and
when the remote server is not available, locally caching the data until the remote server becomes available at a later time.
1 Assignment
0 Petitions
Accused Products
Abstract
Methods and systems for data recording for customer-agent interactions are described. The described system may include a Desktop Data Recording Client (“DDRC”), which is an application or other module installed on an agent'"'"'s computing system or device that collects and records various data types from a computer desktop and telephone during a phone or electronic interaction with a third party, such as a customer. The DDRC can be configured to stop and restart data collection and recording of sensitive data for security purposes to ensure that this type of data is not stored or retrievable. The specific data types that may be collected and recorded include: voice recording, computing device screen capture, desktop data collection at a summary and/or detailed level and in call-based on continuous modes, and recording start/stop indications.
12 Citations
18 Claims
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1. A method for recording information about a customer-agent interaction, the method comprising:
at a computer operated by an agent who is interacting with a customer, recording the customer-agent interaction that includes a voice communication between the agent and the customer, by; recording voice data associated with the interaction; recording screen data obtained from a display of the computer as it is used during the interaction by the agent; recording desktop data that is associated with the display of the computer and that is distinct from the screen data; and upon termination of the interaction, transmitting the recorded voice data, screen data, and desktop data to a remote server for storage, wherein the transmitting the recorded voice data, screen data, and desktop data includes; determining whether the remote server is available; when the remote server is available, transmitting the data to the remote server; and when the remote server is not available, locally caching the data until the remote server becomes available at a later time. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A non-transitory computer-readable medium including contents that are configured, when executed, to cause a computing system to perform a method for recording a customer-agent interaction, the method comprising:
at a computer operated by an agent who is interacting with a customer, recording the customer-agent interaction that includes a voice communication between the agent and the customer, by; recording voice data associated with the interaction; recording screen data obtained from a display of the computer as it is used during the interaction by the agent; recording desktop data that is associated with the display of the computer and that is distinct from the screen data; and upon termination of the interaction, transmitting the recorded voice data, screen data, and desktop data to a remote server for storage, wherein the remote server is configured to store a schedule that specifies when recordings for an agent are to be stored; receive from the module a request that indicates that a new recording is available for upload; determine whether the recording is needed to satisfy the schedule; when the recording is needed, accept and store the recording on the server; and when the recording is not needed, accept and record on the server metadata associated with the recording, and reject at least one of the recorded voice data, screen data, and desktop data.
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17. A system for recording a customer-agent interaction, the system comprising:
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a processor; a memory; and a module that is stored in the memory and that is configured, when executed by the processor, to; record the customer-agent interaction that includes a voice communication between the agent and the customer, by; recording voice data associated with the interaction; recording screen data obtained from a display of the computer as it is used during the interaction by the agent; recording desktop data that is associated with the display of the computer and that is distinct from the screen data; and upon termination of the interaction, transmitting the recorded voice data, screen data, and desktop data to a remote server for storage, wherein the remote server is configured to store a schedule that specifies when recordings for an agent are to be stored; receive from the module a request that indicates that a new recording is available for upload; determine whether the recording is needed to satisfy the schedule; when the recording is needed, accept and store the recording on the server; and when the recording is not needed, accept and record on the server metadata associated with the recording, and reject at least one of the recorded voice data, screen data, and desktop data. - View Dependent Claims (18)
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Specification