WO2002046872A2 - Automated call center monitoring system - Google Patents
Automated call center monitoring system Download PDFInfo
- Publication number
- WO2002046872A2 WO2002046872A2 PCT/US2001/046646 US0146646W WO0246872A2 WO 2002046872 A2 WO2002046872 A2 WO 2002046872A2 US 0146646 W US0146646 W US 0146646W WO 0246872 A2 WO0246872 A2 WO 0246872A2
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- customer
- customer service
- conversation
- stream
- audio
- Prior art date
Links
Classifications
-
- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/42—Systems providing special services or facilities to subscribers
- H04M3/50—Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
- H04M3/51—Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M2201/00—Electronic components, circuits, software, systems or apparatus used in telephone systems
- H04M2201/40—Electronic components, circuits, software, systems or apparatus used in telephone systems using speech recognition
-
- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/002—Applications of echo suppressors or cancellers in telephonic connections
-
- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/22—Arrangements for supervision, monitoring or testing
- H04M3/2218—Call detail recording
-
- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/22—Arrangements for supervision, monitoring or testing
- H04M3/2281—Call monitoring, e.g. for law enforcement purposes; Call tracing; Detection or prevention of malicious calls
-
- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04M—TELEPHONIC COMMUNICATION
- H04M3/00—Automatic or semi-automatic exchanges
- H04M3/42—Systems providing special services or facilities to subscribers
- H04M3/50—Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
- H04M3/51—Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
- H04M3/5175—Call or contact centers supervision arrangements
Definitions
- the present invention relates to a system and method for monitoring the communication between customers and a company's customer service representatives at customer reguests, or telemarketing. More particularly, the present invention relates to monitoring, via a data network, the conversations between customers and a company's customer service representatives, to provide a real time analysis of the questions and responses.
- the problem is further exacerbated since an increasing number of companies have established a plurality of remote customer service centers respectively located in different physical locations. For example, a company may have customer service centers in each of several countries. Each of the customer service centers may be dedicated to a particular function, such as sales or technical support, or may be dedicated to a particular geographical area, such as North America. Each customer service center typically has a separate telephone number.
- a significant disadvantage of the standard approach to responding to customer requests for communication with customer service representatives is the difficulty of monitoring the customer service representatives located at remote customer service centers. The current approach of having one or more monitors at each customer service center is inefficient and expensive. Remote monitoring with a variety of systems still adds a considerable burden on the system.
- monitoring assistance is normally provided after the fact as it is not practical to have a monitor sit thru each call with the customer service representative during the entire call. Additionally, when calls need to be transferred to another customer service representative there is usually a delay in which the customer is put on hold until the situation has been discussed with the second customer service representative and the whole situation is explained to the second customer service representative. A method to reduce the hold time for customers would greatly improve customer service, especially since calls are often routed through several customer service representatives.
- the system of the present invention comprises a method for automated call monitoring, analysis and feedback, comprising the steps of:
- a customer uses a customer communication system to access a company computer system via a data network and requests contact with a customer service representative. The customer may then select one or more customer preferences from a list of customer preferences provided by the company computer system.
- the company computer system then automatically selects a customer service center and a customer service representative in accordance with the customer preferences selected by the customer (if any) , and a set of selection criteria stored in the one or more company computer system databases.
- a customer service representative initiates a call based on a computer generated customer list.
- the computer software normally contains database categories for storing customer information.
- An automated monitoring system is connected to the company computer system via the data network.
- the AMS is notified by the company computer system when a customer service representative initiates a conversation with a potential customer - outbound call centers, or when a customer seeking customer service calls a customer service center and a customer service representative is selected by the company computer system- inbound call centers.
- the AMS is also notified of the selection criteria (if any) used by the company computer system in making the selection. The AMS will then choose to monitor or to not monitor the communication.
- the communication of the customer service representative and the customer is separated into streams of customer service representative data and customer data and both data streams are then converted to text via an attached voice recognition device, and the conversation is analyzed and transcribed as exchanges, differentiating the customer service representative' s communication from the customer communication.
- the separation of streams and analysis is performed by alternative methods as outlined in the detailed description below.
- Figure 2 is a subsequent flow chart showing the operative analysis of the audio streams shown in Figure 1;
- Figures 3 and 4 are alternative flow charts showing the analysis of the conversation of participants with regard to initiating and keyword using parties. DETAILED DESCRIPTION OF THE DRAWINGS AND THE PREFERRED
- a "company” is any organization which sells, markets, or distributes products or services to customers.
- the company may be a wholesale or retail business, an educational institution, a government office or a multi- national corporation.
- a "customer service center” is a subset of the company which is dedicated to providing information to customers about the company's products or services, and to providing other forms of assistance to customers.
- Most companies have one or more CSC s organized, for example, by geographical area and/or by an area of expertise.
- one CSC may be a technical support center for the company's products, while another CSC may provide all customer services in a particular country.
- CSC's could, in theory be independent companies, not merely subsets and divisions of other companies, which provide outsourced services to other companies - should we mention this?
- the CSC's are staffed by one or more "customer service representatives" (CSR's) who are trained to: answer questions about the company's products or services; provide other forms of assistance to customers (inbound call centers) ; or who are trained to market products to customers (outbound call centers) , usually following a predetermined script.
- CSR's customer service representatives
- a "monitor” is an individual who serves as a mentor or administrator to the CSR's, and who evaluates the performance of the company's CSR's.
- both the CSR' s and the monitor can be assisted by an "Automated Monitoring System," or AMS.
- the AMS interprets and transcribes one or more textual versions of the conversation between the CSR and the customer, allowing it to provide such functions as: suggesting conversation topics; providing context-sensitive state-based information; providing formatted results from database queries based on data extracted from the conversation; providing predefined scripted text; providing an independent instant analysis of the efficiency, efficacy, success, and comprehensiveness of the conversation; and keyword, conversation length, conversation style, or conversation format based cues with which to flag or identify a given conversation. All of these functions can be autonomously triggered by the AMS without requiring direct user interaction.
- a voice network is preferably a switched telephone network, but may be any switched telecommunications medium suitable for voice communication, such as a cellular or a satellite-based network.
- a customer voice communication device is preferably a telephone. The customer voice communication device is connected to the voice network via a telecommunication medium, such as a standard phone line or a wireless (e.g., cellular) link for placing and receiving telephone calls.
- An AMS is comprised of both an AMS voice-monitoring device and an AMS voice-analysis device, which are connected by an electronic communication device to allow for data to be passed from the AMS voice-monitoring device to the AMS voice-analysis device, and for control messages to be passed from the AMS voice-analysis device to the AMS voice-monitoring device.
- an AMS voice-monitoring device is shown as a telephone- enabled device such as a hybrid coupler (2) which is capable of using techniques, such as echo cancellation or others available to those knowledgeable in the art, to extract the incoming and outgoing segments of a single telephonic conversation into two distinct audio streams.
- the voice-monitoring device is also connected to the voice network via a telecommunication medium such a standard phone line or a wireless link for intercepting or monitoring telephone calls (1) .
- the two streams can then be converted by analog/digital conversion hardware or software (4), written to two distinct individual text streams (5), and individually time-stamped (6) . In the next stage these textual streams can be passed to the AMS voice-analysis device independent of each other.
- the AMS voice-monitoring device can support a dual interface, employing two or more telephonic and analog audio sources (1) , wherein at least one source is comprised solely of either a CSR or customer audio stream (2), and at least one other source is comprised of both CSR and customer audio multiplexed into a single audio stream (3) .
- the single audio source is classified as the master or override audio stream, while the multiplexed, or combined, audio stream, comprising two or more audio sources, is classified as the slave, or deprecated, audio stream.
- A will be constantly monitored for voice data (4), which will be transcribed and placed into the textual stream representing A' s voice data (5) by resources allocated for the interpretation of voice data.
- A/B will be monitored for voice data also, and, should voice data become available on A/B, resources will be reallocated from interpreting A' s voice data to interpreting A/B (7), and A/B' s voice data will begin to be transcribed and placed into the textual stream representing B' s voice data (8) .
- a particular beneficial effect of this system when applied to a dual-interface is that if A contains audio data from only one source, and A/B contains audio data from two sources, one of which is identical to the audio data of A, the non-A audio data in A/B (i.e. audio data B) can be isolated by time-dependent elimination techniques.
- A contains CSR data only
- A/B contains both CSR and customer data
- A is extracted from microphone data and A/B is extracted from a direct phone line connection
- a and A/B are reasonably in synchronous coordination
- an application monitoring both A and A/B would be able to determine at which times audio data from A/B should be processed, such as by only applying processing to A/B' s data when there is no available data to be processed from A' s audio stream.
- the actual audio of source B can be separated from the audio of A in the multiplexed source A/B.
- all textual streams will also be appended with a corresponding timestamp.
- a specialized telephone headset may be employed by CSR's at the CSC, which splits the audio output into two identical signals, one of which can be provided to the voice- monitoring device and the other which passes through to a standard telephone device for communication with the customer.
- these textual streams can be analyzed for keywords or patterns using either predetermined or heuristic functions, and functions can be performed based on the results. This analysis is made not based on the keyword alone, but also may be based on which conversation participant is using the keywords - the customer or the CSR.
- the keywords "plan”, “my bill” or “billing" in the customer's textual stream could prompt the system to instantly call up relevant information about the company's new billing plan, and display that to the CSR, while different keywords would cause it to suggest and retrieve other information.
- the analysis system can initiate a procedure wherein the buffer's data is supplied to a database lookup or query component, which can then search a database, linked list, or other such data structure so as to retrieve relevant customer information based on the account number, in this scenario, and provide it to the CSR.
- a database lookup or query component can then search a database, linked list, or other such data structure so as to retrieve relevant customer information based on the account number, in this scenario, and provide it to the CSR.
- Other fields such as the customer's phone number, name, zip code, or the like, can also be retrieved from the textual stream or other sources and used in the query function by the database component .
- the conversation as a whole can be monitored for key words or phrases, for instance to ensure that the CSR has not begun discussing irrelevant or unauthorized topics, or is using unacceptable language. If the AMS determines that this is the case, it will raise a flag at or send an alert to the monitor' s computer terminal, station, or communication device, indicating that special attention should be paid to the marked conversation. The monitor could then have the option of reading through the textual stream or log, or even listening in on the call in progress, or an archived version if the call has been terminated.
- the CSR's statements can be compared against a predefined or dynamically generated script in order to determine whether or not the CSR has followed the conversation guidelines.
- analysis of the customer' s responses can provide a clue as to the efficacy of the CSR' s sales pitch and delivery.
- the analysis component can be linked to a terminal display component which prompts the CSR with the next statement in the script, either based on a predefined sequence or one dynamically generated in response to the customer' s responses in the textual stream, and can visually indicate the completion of various stages or steps in the script, based on information provided by the analysis component of the textual stream.
- raw storage of both the textual stream and audio stream could occur, either locally or remotely on a network for later recall. If this storage takes place on an electronic network it can very easily be made available in real-time to the monitor, who can use selective criteria defined to the AMS in order to help filter, categorize, or identify components or events of interest within the textual stream.
- the time-stamping of the stream is valuable here in that it allows the monitor to synch the conversation with an audio log of the same stream based on chronological cues, for instance to confirm the validity and accuracy of the algorithm' s automatic transcription and analysis.
- the separation of the audio streams now also provides a key advantage in enabling the software to perform a far more effective voice recognition and analysis on the CSR stream (A stream) .
- the A stream will contain only the voice of the customer service representative, so that the software can easily and accurately analyze the CSR's audio stream. Voice recognition of an untrained, multiple-voice audio stream would prove extremely ineffective.
- Chronological cues derived from the analysis of the A stream can now be used to traverse the full conversation contained in the A/B stream, which is far more valuable for playback.
- a common function of CSR assisting systems is to allow the CSR to initiate the playback of selected pre-recorded audio over the communication medium directly to the customer, freeing the CSR from a repetitive task while at the same time providing them an opportunity to enter notes, comments, or other customer information into a database or other program uninterrupted.
- the AMS could be instructed to temporarily disregard incoming audio data, which would be arriving solely from the pre-recorded audio, in order to both conserve resources and allow for a more accurate overall transcription by instantly substituting the known textual values of the pre-recorded audio for any interpreted audio that is converted during its playback, which will almost always exhibit some degree of variance, distortion, or interference which will limit and reduce the accuracy of the transcription.
- the AMS captures and logs raw audio data or samplings in addition to timestamp or start- time/offset data on each audio segment
- the textual data is also logged and also encompasses or is conceptually linked or referenced with a timestamp or start-time/offset system similar to that which is employed by the audio logging
- these two logging sources are synchronized and have synchronized timestamp or start-time/offset mechanisms
- a user viewing the textual data would be able to easily call up the precise audio segment represented by the corresponding textual data by using the common timestamp as an automatically available reference point.
- This method could be useful for confirming customer information, checking the pronunciation of a difficult word, or otherwise accurately identifying any particular segment of the audio without being forced to manually examine lengthy audio files and segments thereof.
- the system can provide a mechanism wherein a copy of the textual and/or audio data is forwarded or made available to a multiplicity of third party systems over an electronic network, using distribution technologies such as peering or uploaded client-server streaming.
- distribution technologies such as peering or uploaded client-server streaming.
- additional CSR's, ' monitors, technical advisors, or supervisors can listen in on and track a call's progress, either when alerted by keywords or conversation patterns, or at the request of the initial CSR.
- the third-party can be brought "up to date" with the current conversation in real-time without requiring a break or hold period in the initial conversation while the third party confers and discusses the call with the initial CSR, thus facilitating a faster call turnover should the CSR decides to pass the call on to the third party for any reason, without the annoying long hold. All of this ultimately translates into a briefer, more efficient, and more enjoyable customer experience.
- the CSR could be advised by the third party in real-time, without ever requiring direct call interference on the part of the third party into the initial conversation, for instance by means of sending messages or carrying on other communication through an electronic network.
- an approximation can be made as to when the individual CSR conversation and call will be completed, which can be forwarded over an electronic information and can prove valuable for monitors, administrators, customers, or other systems.
- the textual stream data can be passed to a voice-analysis device which will interpret them as a series of events (1) including customer events (2) and CSR events (3) .
- the evaluation of the customer events would be dependent on whether the prompt flag has been set, indicating that the customer is currently at an "IVR- style", CSR-initiated prompt section in the conversation (5) . If the customer is at such a section, any data received will be placed in a temporary buffer, and eventually dispatched to a database or data structure lookup component, database or data structure field setting or defining component, or other such component, as is dependent on and defined for the type of data expected and recorded (6) . In the event that the prompt flag is set but the received data type no longer matches the expected data type, or a maximum length, time, or other such criteria has been met, the prompt flag can be unset and the expected data type reset to null (7). Any and all data received from the customer, whether the prompt flag is set or not, will also always be written to the output customer textual stream, which can be made available to the CSR, administrators or other third parties over the network as such (8) .
- the evaluation of the CSR events can take three forms: generic text (9), list item completion keyword or phrase (10), and "IVR-style" prompt initiating keyword (11), as described as follows: a. If a prompt keyword or keywords is received, a keyword event is triggered which causes the prompt flag to be set (see above), and the expected data type variable to be set to the appropriate type or selection, depending on the precise predefined prompt type or parameters (12) . b. If an item keyword event is triggered, then the next step of the evaluation would be to determine if the list item which the keyword has triggered is the correct anticipated list item (13), as can be determined by examining the predefined item list and the current list placeholder.
- the list item will be marked as complete, and the list placeholder incremented by one (14) . If the list position is unequal to n+1 , however, the list item will still be marked as complete, but an alert may be sent to the CSR or a third party or administrator informing them of the list-order discrepancy (15) . Manual corrections of the list placeholder or completion marking will still be allowed, but reported to the administrator (15) . c. If a generic text event is triggered, the prompt flag is automatically unset and the prompt type is reset to null (16) .
- any and all data received from the CSR will also always be written to the output CSR textual stream, which can be made available to the CSR, administrators or other third parties over the network as such (17).
- the textual stream can be scanned for a call termination signal, such as extended silence, standard call-termination tones, or a specialized call-termination code received from the voice monitoring device or other such device.
- a call termination signal such as extended silence, standard call-termination tones, or a specialized call-termination code received from the voice monitoring device or other such device.
- This termination event would cause the AMS system to automatically tally and compile all alerts, completed list items, out of order list items, the current list placeholder, and any other relevant data, and perform a statistical analysis and summary which could be forwarded to an administrator or third party over an electronic network (18).
- the textual stream data can be passed to a voice-analysis device which will interpret them as a series of events (1) including customer events (2) and CSR events (3) .
- the evaluation of the customer events would be dependent on whether the prompt flag has been set, indicating that the customer is currently at an "IVR- style", CSR-initiated prompt section in the conversation (5) . If the customer is at such a section, any data received will be placed in a temporary buffer, and eventually dispatched to a database or data structure lookup component, database or data structure field setting or defining component, or other such component dependent on the type of data expected and recorded (6) . In the event that the prompt flag is set but the received data type no longer matches the expected data type, or a maximum length, time, or other such criteria has been met, the prompt flag can be unset and the expected data type reset to null (7) .
- the evaluation of the CSR events can take four forms: a. Extended Silence - Send a visual, textual, audio or other alert to the CSR and/or an administrator or third party over an electronic network. (9) b. Prompt Keyword - Set the prompt flag, and set the prompt type accordingly, as determined by the keyword (based on lookup from database or other data structure) . (10) ⁇ c. List item Keyword - Mark list item as completed, or send an alert (see above) if the list item is not intended to be met. (11) d. Generic Text - Unset the prompt flag, reset the prompt type to null. (12)
- any and all data received from the CSR will also always be written to the output CSR textual stream, which can be made available to the CSR, administrators or other third parties over the network as such (13) .
- the textual stream can be scanned for a call termination signal, such as extended silence, standard call-termination tones, or a specialized call-termination code received from the voice monitoring device or other such device.
- a call termination signal such as extended silence, standard call-termination tones, or a specialized call-termination code received from the voice monitoring device or other such device.
- This termination event would cause the AMS system to automatically tally and compile all alerts, completed list items, out of order list items, the current list placeholder, and any other relevant data, and perform a statistical analysis and summary which could be forwarded to an administrator or third party over an electronic network (14).
Abstract
Description
Claims
Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
AU2002239523A AU2002239523A1 (en) | 2000-12-05 | 2001-12-05 | Automated call center monitoring system |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
US25136000P | 2000-12-05 | 2000-12-05 | |
US60/251,360 | 2000-12-05 |
Publications (2)
Publication Number | Publication Date |
---|---|
WO2002046872A2 true WO2002046872A2 (en) | 2002-06-13 |
WO2002046872A3 WO2002046872A3 (en) | 2002-10-17 |
Family
ID=22951613
Family Applications (1)
Application Number | Title | Priority Date | Filing Date |
---|---|---|---|
PCT/US2001/046646 WO2002046872A2 (en) | 2000-12-05 | 2001-12-05 | Automated call center monitoring system |
Country Status (2)
Country | Link |
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AU (1) | AU2002239523A1 (en) |
WO (1) | WO2002046872A2 (en) |
Cited By (6)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
WO2008053488A1 (en) * | 2006-11-03 | 2008-05-08 | E-Glue Software Technologies Ltd. | Proactive system and method for monitoring and guidance of call center agent during the course of a call |
US20100161604A1 (en) * | 2008-12-23 | 2010-06-24 | Nice Systems Ltd | Apparatus and method for multimedia content based manipulation |
US8370155B2 (en) | 2009-04-23 | 2013-02-05 | International Business Machines Corporation | System and method for real time support for agents in contact center environments |
WO2014152297A1 (en) * | 2013-03-15 | 2014-09-25 | Ad Giants, Llc | Automated consultative method and system |
US9870353B2 (en) | 2013-10-31 | 2018-01-16 | Entit Software Llc | Pre-populating a form |
US11341505B1 (en) * | 2014-05-05 | 2022-05-24 | United Services Automobile Association | Automating content and information delivery |
Citations (3)
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US5535256A (en) * | 1993-09-22 | 1996-07-09 | Teknekron Infoswitch Corporation | Method and system for automatically monitoring the performance quality of call center service representatives |
US5854832A (en) * | 1995-06-26 | 1998-12-29 | Rockwell International Corp. | Monitoring system and method used in automatic call distributor for timing incoming telephone calls |
US6363145B1 (en) * | 1998-08-17 | 2002-03-26 | Siemens Information And Communication Networks, Inc. | Apparatus and method for automated voice analysis in ACD silent call monitoring |
-
2001
- 2001-12-05 WO PCT/US2001/046646 patent/WO2002046872A2/en not_active Application Discontinuation
- 2001-12-05 AU AU2002239523A patent/AU2002239523A1/en not_active Abandoned
Patent Citations (4)
Publication number | Priority date | Publication date | Assignee | Title |
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US5535256A (en) * | 1993-09-22 | 1996-07-09 | Teknekron Infoswitch Corporation | Method and system for automatically monitoring the performance quality of call center service representatives |
US6058163A (en) * | 1993-09-22 | 2000-05-02 | Teknekron Infoswitch Corporation | Method and system for monitoring call center service representatives |
US5854832A (en) * | 1995-06-26 | 1998-12-29 | Rockwell International Corp. | Monitoring system and method used in automatic call distributor for timing incoming telephone calls |
US6363145B1 (en) * | 1998-08-17 | 2002-03-26 | Siemens Information And Communication Networks, Inc. | Apparatus and method for automated voice analysis in ACD silent call monitoring |
Cited By (8)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
WO2008053488A1 (en) * | 2006-11-03 | 2008-05-08 | E-Glue Software Technologies Ltd. | Proactive system and method for monitoring and guidance of call center agent during the course of a call |
US8150021B2 (en) | 2006-11-03 | 2012-04-03 | Nice-Systems Ltd. | Proactive system and method for monitoring and guidance of call center agent |
US20100161604A1 (en) * | 2008-12-23 | 2010-06-24 | Nice Systems Ltd | Apparatus and method for multimedia content based manipulation |
US8370155B2 (en) | 2009-04-23 | 2013-02-05 | International Business Machines Corporation | System and method for real time support for agents in contact center environments |
WO2014152297A1 (en) * | 2013-03-15 | 2014-09-25 | Ad Giants, Llc | Automated consultative method and system |
US9870353B2 (en) | 2013-10-31 | 2018-01-16 | Entit Software Llc | Pre-populating a form |
US11341505B1 (en) * | 2014-05-05 | 2022-05-24 | United Services Automobile Association | Automating content and information delivery |
US11798006B1 (en) | 2014-05-05 | 2023-10-24 | United Services Automobile Association | Automating content and information delivery |
Also Published As
Publication number | Publication date |
---|---|
WO2002046872A3 (en) | 2002-10-17 |
AU2002239523A1 (en) | 2002-06-18 |
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