Forecasting and scheduling campaigns involving sending outbound communications that generate inbound communications

• US 9,736,304 B1
• Filed: 02/03/2017
• Issued: 08/15/2017
• Est. Priority Date: 10/16/2015
• Status: Active Grant

• Current Assignee: Alvaria Cayman
• Original Assignee: Noble Systems Corporation
• Inventors: Neuer, III, Ellwood I., Ouimette, Jason P., Haggerty, Christopher S.
• Primary Examiner(s): Nguyen, Khai N
• Application Number:
  US15/423,847
• Time in Patent Office: 193 Days
• Field of Search: 37921001, 37926501, 37926502, 37926503, 37926504, 37926505, 37926506, 37926507, 37926508, 37926509, 3792651, 37926511, 37926512, 37926513, 37926514, 37926601, 37926602, 37926603, 37926604, 37926605, 37926606, 37926607, 37926608, 37926609, 3792661
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: H04M 2203/2072 Schedules, e.g. personal calendars
• CPC Class Codes: H04M 2203/402 Agent or workforce management
• CPC Class Codes: H04M 3/367 Traffic or load control
• CPC Class Codes: H04M 3/5141 Details of processing calls and other types of contacts in an unified manner unified messaging in packet-switching networks H04L51/56
• CPC Class Codes: H04M 3/5158 in combination with automated outdialling systems devices for signalling identity of wanted subscriber H04M1/26
• CPC Class Codes: H04M 3/5175 Call or contact centers supervision arrangements
• CPC Class Codes: H04M 3/5191 interacting with the Internet
• CPC Class Codes: H04M 3/523 with call distribution or queueing
• CPC Class Codes: H04M 3/5238 with waiting time or load prediction arrangements

Abstract

Various embodiments of the invention provide methods, systems, and computer program products for generating a roster template used in scheduling agent resources to conduct a campaign involving sending outbound communications using a first channel of communication to generate inbound communications using a second channel of communication. Specifically, a forecast is generated establishing a success rate for generating an inbound communication using the second channel of communication as a result of sending an outbound communication using the first channel of communication and an average response time to receive the inbound communication. Further, the forecast identifies a number of inbound communications predicted to be received for the campaign. From the forecast, a number of agent resources needed to handle the inbound communications is identified and a roster template is generated that comprises shifts identifying agent resources to schedule based on the number of agent resources needed to handle the inbound communications.

Claims

1. A method for generating a template for use in scheduling resources for a contact center to conduct a campaign, the method comprising:

generating by a workforce management system a forecast based on a set of campaign parameters and a historical dataset, the set of campaign parameters comprising (1) a first channel of communication to be used to send outbound communications and (2) a second channel of communication to be used to receive inbound communications generated as a result of sending the outbound communications, the historical dataset comprising historical outbound communications sent using the first channel of communication that generated historical inbound communications received using the second channel of communication, and the forecast identifying at least one of (1) a number of inbound communications expected to be received using the second channel of communication during the campaign and (2) a number of outbound communications needed to be sent during the campaign using the first channel of communication to generate a target number of inbound communications to receive using the second channel of communication;

identifying by the workforce management system a number of resources needed to handle at least one of (1) the number of inbound communications expected to be received during the campaign and (2) the number of outbound communications needed to be sent during the campaign; and

generating the template by the workforce management system, the template comprising one or more shifts identifying resources to schedule based on the number of resources needed to handle at least one of (1) the number of inbound communications expected to be received during the campaign and (2) the number of outbound communications needed to be sent during the campaign.

2. The method of claim 1, wherein the resources to schedule comprise at least one of agents and communication trunks.

3. The method of claim 1, wherein the first channel of communication comprises one of a text message, an email, and a direct mail and the second channel of communication comprises one of a telephone call, a text message, an email, and a direct mail.

4. The method of claim 1 further comprising generating a schedule by the workforce management system based on the template, the schedule identifying actual resources scheduled to be used during the campaign.

5. The method of claim 4 further comprising:

identifying the actual resources from the schedule by a campaign monitoring system; and

verifying resources currently being used to handle at least one of outbound and inbound communications for the campaign by the campaign monitoring system based on the actual resources identified from the schedule to identify any discrepancies between the resources currently being used to handle at least one of the outbound and inbound communications for the campaign and the actual resources identified from the schedule.

6. The method of claim 5 further comprising:

receiving a message from a contact device about an outbound communication to send for the campaign or an inbound communication received for the campaign by the campaign monitoring system;

selecting a particular resource from the resources currently being used to handle at least one of outbound and inbound communications for the campaign by the campaign monitoring system; and

sending a message to the contact device advising the contact device to send the outbound communication using the particular resource or to transfer the inbound communication to the particular resource.

7. A non-transitory, computer-readable medium comprising computer-executable instructions for generating a roster template for use in scheduling agent resources for a contact center to conduct a campaign that when executed cause at least one computer processor to:

generate a forecast based on a set of campaign parameters and a historical dataset, the set of campaign parameters comprising (1) a first channel of communication to be used to send outbound communications and (2) a second channel of communication to be used to receive inbound communications generated as a result of sending the outbound communications, the historical dataset comprising historical outbound communications sent using the first channel of communication that generated historical inbound communications received using the second channel of communication, and the forecast identifying at least one of (1) a number of inbound communications expected to be received using the second channel of communication during the campaign and (2) a number of outbound communications needed to be sent during the campaign using the first channel of communication to generate a target number of inbound communications to receive using the second channel of communication;

identify a number of resources needed to handle at least one of (1) the number of inbound communications expected to be received during the campaign and (2) the number of outbound communications needed to be sent during the campaign; and

generate the template comprising one or more shifts identifying resources to schedule based on the number of resources needed to handle at least one of (1) the number of inbound communications expected to be received during the campaign and (2) the number of outbound communications needed to be sent during the campaign.

8. The non-transitory, computer-readable medium of claim 7, wherein the resources to schedule comprise at least one of agents and communication trunks.

9. The non-transitory, computer-readable medium of claim 7, wherein the first channel of communication comprises one of a text message, an email, and a direct mail and the second channel of communication comprises one of a telephone call, a text message, an email, and a direct mail.

10. The non-transitory, computer-readable medium of claim 7, wherein the computer-executable instructions when executed further cause the at least one computer processor to generate a schedule based on the template, the schedule identifying actual resources scheduled to be used during the campaign.

11. The non-transitory, computer-readable medium of claim 10, wherein the computer-executable instructions when executed further cause the at least one computer processor to:

identify the actual resources from the schedule; and

verify resources currently being used to handle at least one of outbound and inbound communications for the campaign based on the actual resources identified from the schedule to identify any discrepancies between the resources currently being used to handle at least one of the outbound and inbound communications for the campaign and the actual resources identified from the schedule.

12. The non-transitory, computer-readable medium of claim 11, wherein the computer-executable instructions when executed further cause the at least one computer processor to:

receive a message from a contact device about an outbound communication to send for the campaign or an inbound communication received for the campaign;

select a particular resource from the resources currently being used to handle at least one of outbound and inbound communications for the campaign; and

send a message to the contact device advising the contact device to send the outbound communication using the particular resource or to transfer the inbound communication to the particular resource.

13. A system for generating a roster template for use in scheduling agent resources for a contact center to conduct a campaign comprising:

a workforce management component configured to;

generate a forecast based on a set of campaign parameters and a historical dataset, the set of campaign parameters comprising (1) a first channel of communication to be used to send outbound communications and (2) a second channel of communication to be used to receive inbound communications generated as a result of sending the outbound communications, the historical dataset comprising historical outbound communications sent using the first channel of communication that generated historical inbound communications received using the second channel of communication, and the forecast identifying at least one of (1) a number of inbound communications expected to be received using the second channel of communication during the campaign and (2) a number of outbound communications needed to be sent during the campaign using the first channel of communication to generate a target number of inbound communications to receive using the second channel of communication;

identify a number of resources needed to handle at least one of (1) the number of inbound communications expected to be received during the campaign and (2) the number of outbound communications needed to be sent during the campaign; and

generate the template comprising one or more shifts identifying resources to schedule based on the number of resources needed to handle at least one of (1) the number of inbound communications expected to be received during the campaign and (2) the number of outbound communications needed to be sent during the campaign.

14. The system of claim 13, wherein the resources to schedule comprise at least one of agents and communication trunks.

15. The system of claim 13, wherein the first channel of communication comprises one of a text message, an email, and a direct mail and the second channel of communication comprises one of a telephone call, a text message, an email, and a direct mail.

16. The system of claim 15, wherein the workforce management component is further configured to generate a schedule based on the template, the schedule identifying actual resources scheduled to be used during the campaign.

17. The system of claim 16 further comprising a campaign monitoring component configured to:

identify the actual resources from the schedule; and

verify resources currently being used to handle at least one of outbound and inbound communications for the campaign based on the actual resources identified from the schedule to identify any discrepancies between the resources currently being used to handle at least one of the outbound and inbound communications for the campaign and the actual resources identified from the schedule.

18. The system of claim 17, wherein the campaign monitoring component is further configured to:

receive a message from a contact device about an outbound communication to send for the campaign or an inbound communication received for the campaign;

select a particular resource from the resources currently being used to handle at least one of outbound and inbound communications for the campaign; and

send a message to the contact device advising the contact device to send the outbound communication using the particular resource or to transfer the inbound communication to the particular resource.