WO2019179045A1 - Method and apparatus for determining customer service agent, computer device, and storage medium - Google Patents

Method and apparatus for determining customer service agent, computer device, and storage medium Download PDF

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Publication number
WO2019179045A1
WO2019179045A1 PCT/CN2018/102866 CN2018102866W WO2019179045A1 WO 2019179045 A1 WO2019179045 A1 WO 2019179045A1 CN 2018102866 W CN2018102866 W CN 2018102866W WO 2019179045 A1 WO2019179045 A1 WO 2019179045A1
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Prior art keywords
customer
information
policy information
sales agent
policy
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PCT/CN2018/102866
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French (fr)
Chinese (zh)
Inventor
袁佳
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平安科技(深圳)有限公司
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Publication of WO2019179045A1 publication Critical patent/WO2019179045A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06311Scheduling, planning or task assignment for a person or group
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/50Centralised arrangements for answering calls; Centralised arrangements for recording messages for absent or busy subscribers ; Centralised arrangements for recording messages
    • H04M3/51Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing
    • H04M3/523Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing with call distribution or queueing
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/42025Calling or Called party identification service
    • H04M3/42034Calling party identification service
    • H04M3/42059Making use of the calling party identifier
    • H04M3/42068Making use of the calling party identifier where the identifier is used to access a profile
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M2203/00Aspects of automatic or semi-automatic exchanges
    • H04M2203/55Aspects of automatic or semi-automatic exchanges related to network data storage and management
    • H04M2203/555Statistics, e.g. about subscribers but not being call statistics

Definitions

  • the present application relates to the field of customer service processing technology. Specifically, the present application relates to a method and apparatus for determining a customer service agent, and a computer device and a storage medium storing computer readable instructions.
  • the current customer service is usually an ordinary customer service.
  • the customer actively calls the customer service center to make a phone call, consultation, surrender or complaint
  • the inventor realizes that it is difficult for the ordinary customer service staff to solve the customer's problem in the first time because of insufficient customer awareness. Lead to customer dissatisfaction, risk escalation, policy surrender, customer complaints. Therefore, you need a customer service processing method that can quickly solve customer problems.
  • the purpose of the present application is to at least solve one of the above technical defects, and in particular, it is difficult to solve the technical defects of the problem raised by the customer in the first time.
  • a customer service agent determining method comprising the steps of: pre-recording customer customer information into a customer service center database, the customer information including contact information, customer policy information corresponding to the contact information, and corresponding customer policy information The original sales agent information; obtaining current contact information used in the current access behavior of the customer; determining whether the customer service center database has contact information matching the current contact information; if yes, acquiring the location Determining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information; determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, according to the current access behavior The resulting processing task is assigned to the original sales agent.
  • the application further provides a customer service agent determining device, comprising: a storage module, configured to pre-record customer customer information into a customer service center database, where the customer information includes contact information, customer policy information corresponding to the contact information, and a corresponding office.
  • the original sales agent information of the customer policy information is configured to obtain current contact information used in the current access behavior of the customer; and determine whether the customer service center database has the current contact information Contact information; if yes, obtaining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information; the determining module is configured to determine the original sales agent corresponding to the original sales agent information Whether it is on the job, and if so, assigning the processing task generated according to the current access behavior to the original sales agent.
  • the application also provides a computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor, causing the processor to execute a customer service agent Determining a method, wherein the customer service agent determining method comprises the steps of: entering customer information of the customer into a customer service center database in advance, the customer information including contact information, customer policy information corresponding to the contact information, and corresponding customer policy information The original sales agent information; obtaining current contact information used in the current access behavior of the customer; determining whether the customer service center database has contact information matching the current contact information; if yes, acquiring the location Determining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information; determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, according to the current access behavior The resulting processing task is assigned to the original sales agent.
  • the present application also provides a non-volatile storage medium storing computer readable instructions that, when executed by one or more processors, cause one or more processors to perform a customer service agent determination method
  • the customer service agent determining method includes the following steps: pre-recording customer customer information into a customer service center database, where the customer information includes contact information, customer policy information corresponding to the contact information, and an original corresponding to the customer policy information.
  • Selling agent information obtaining current contact information used in the current access behavior of the client; determining whether the customer service center database has contact information matching the current contact information; if yes, obtaining the contact information
  • the above-mentioned customer service agent determination method and device by assigning the customer service processing task to the original sales agent of the customer policy, because the original sales agent knows more about the customer and the policy, the target is better, and the processing efficiency and the customer experience are improved.
  • FIG. 1 is a schematic flow chart of a method for determining a customer service agent according to an embodiment
  • FIG. 2 is a schematic diagram of a customer service agent determining device module according to an embodiment
  • FIG. 3 is a schematic diagram showing the internal structure of a computer device in an embodiment.
  • FIG. 1 is a schematic flow chart of a method for determining a customer service agent according to an embodiment.
  • the application provides a method for determining a customer service agent, and the method includes the following steps:
  • Step S10 The customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information.
  • the customer information further includes personal information.
  • Personal information includes personal information such as customer name, birthplace, ID card number, etc.
  • Contact information includes customer phone number, email address, instant messaging number, registered account number and other contact information.
  • the customer policy information includes information about the policy, the type of insurance, the amount of insurance, and so on.
  • the original sales agent information is the agent information for selling the policy, for example, including the employee number, employee name, birthplace, and employment status.
  • a mapping relationship is established between personal information, contact information, customer policy information, and original sales agent information to form an information storage table. Table 1 below is an example:
  • the customer information further includes alternate docking information.
  • These alternate dockers can be other sales agents in the same team as the original sales agent, or the superior sales leader of the original sales agent. Therefore, the information storage table of the customer service center database also stores the relationship attributes of the original sales agent and these alternate docks, such as superiors, sales colleagues, and the like. Table 2 below is an example:
  • Step S20 Obtain current contact information used in the current access behavior of the client, and determine whether the customer service center database has contact information that matches the current contact information; if yes, obtain the contact information corresponding to the contact information.
  • the customer When the customer contacts the customer service, they can contact by phone, email or instant messaging tool, so the current contact information can be the phone number, email address or instant messaging number.
  • the customer contacts the customer service obtain the telephone number used by the customer's incoming call, the email address of the email or the instant messaging number of the instant messaging message, and find the comparison in the customer service center database to find whether the matching customer contact information is stored in the database. . If there is matching customer contact information, the corresponding customer policy information is obtained, and the original sales agent information of the policy is obtained.
  • the customer may have purchased multiple policies.
  • one of the multiple policies is required to determine one of the policies as a feature policy, and then the processing task is subsequently assigned to the original sales agent of the feature policy.
  • the customer policy is more than one, and at least one customer policy information corresponding to the contact information is obtained, the date of the purchase or the contract signing date and the latest customer contact are obtained according to the obtained individual customer policy information. At least one of the time and the insured amount determines the characteristic customer policy information, and the corresponding original sales agent information is determined according to the characteristic customer policy information.
  • the start date or contract signing date of each policy can be obtained, and the latest policy is determined as a feature policy. That is, according to the obtained start date or contract signing date of each customer policy information, the latest customer policy information of the start date or the contract signing date is determined as the characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the policy information is found to be insured on December 12, 2016 and the insured date of policy B is February 12, 2017, policy B is For the feature policy, the original sales agent of policy B is selected as the processor of the docking client.
  • the latest customer contact time of each policy can be obtained, and the policy of the most recent customer contact is determined as a feature policy. That is, the latest customer policy information of the latest customer contact time is determined as the characteristic customer policy information based on the latest customer contact time of each customer policy information obtained. For example, the policy corresponding to the customer has policy A and policy B. If the daily maintenance information of the policy is found, the customer can check the policy A for the latest inquiry, consultation, complaint, etc. The contact time is on September 20, 2017, and the policy B is The latest inquiry, consultation, complaints, etc. contact time is on January 10, 2018, and policy B is a feature policy, and the original sales agent of policy B is selected as the processor of the docking client.
  • the insurance amount of each policy can be obtained, and the policy with the largest insurance amount is determined as the characteristic policy. That is, according to the obtained insurance amount of each customer policy information, the customer insurance policy with the largest insurance amount is determined as the characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the policy amount of policy A is higher than the policy amount of policy B, then policy A is a characteristic policy, and the original sales agent of policy A is selected as the processor of the docking client.
  • the joint judgment may be made according to at least two parameters of the start date (or contract signing date) T, the customer's latest contact time R, and the insurance amount M.
  • a judgment function F(X) can be set for the policy X as needed, and then the size of the judgment function F(X) is determined by using T, R, and M as the judgment factors, and the policy with the largest F(X) is the characteristic policy, and the original sale is performed.
  • the agent whose origin information matches the customer's place of origin information can be found to serve the customer. Therefore, if the customer policy is more than one, the hometown of the original sales agent of each policy is obtained, and the policy matching the customer's hometown is determined as the feature policy. That is, the home information of the original sales agent corresponding to each policy information is determined according to the obtained individual customer policy information, and the policy information matching the customer hometown information is determined as the customer feature policy information.
  • the customer's native place is Sichuan
  • the corresponding policy has policy A and policy B
  • the policy A sales agent's hometown is Hubei
  • the policy B sales agent's hometown is Sichuan
  • the policy B is a characteristic policy
  • the policy B sales agent is selected as the docking customer. Processing person.
  • the match is not necessarily the same place, but it can also be a geographically similar area.
  • the home of the policy A sales agent is Hubei
  • the hometown of the policy B sales agent is Chongqing
  • Sichuan is similar to Chongqing
  • the policy B is a characteristic policy
  • the policy B sales agent is also selected as the processing client of the docking customer.
  • Step S30 determining whether the original sales agent corresponding to the original sales agent information is in service, and if yes, assigning the original sales agent according to the processing task generated by the current access behavior. If the original sales agent of the policy leaves or relocates, the processing task is assigned to the alternate docker corresponding to the alternate docking information.
  • the original sales agent of the policy may be in a busy state and cannot serve the customer in time. Therefore, in one embodiment, if the original sales agent of the policy is employed, it is determined whether the original sales agent of the policy is currently idle, and if so, the processing task directly allocates the original sales agent of the policy, and if not, the processing task is directly processed. Directly assigned to the alternate dock.
  • the information storage table may be followed.
  • the recorded relationship between the original sales agent and the docking person or the birth information determines which alternate docker is docked. Therefore, in one embodiment, in the process of directly assigning the processing task directly to the alternate docker, if there is more than one alternate docker, the target docker is determined according to any one of the following parameters, and then the processing is performed. Assign tasks to target dockers:
  • the relationship between the original sales agent and the alternate docking person For example, if the relationship between the original sales agent and the alternate docking person has a superior and a sales colleague, among the superior and the sales colleague, the sales colleague may be preferentially selected for docking.
  • the original sales agent may be prompted accordingly, and the assigned alternate docking information is informed to facilitate subsequent communication to co-process the customer. problem.
  • the alternate docking information is stored and the information storage table is updated (see, for example, Table 3), so that the next time When the customer contacts (when the policy is unchanged), the alternate docker is directly assigned to the alternate docker if he is still on the job. Since the alternate docker is already familiar with the customer and the policy, processing efficiency and customer satisfaction can be improved. If the alternate docker also leaves, select another alternate docker and delete the information of the alternate dock in the table to update the information storage table.
  • the server may send a task message to the processing terminal of the processing person (such as a computer or a mobile phone), and after receiving the task message, the working terminal receives the task message. , automatically access the customer contact channel, or perform corresponding task prompts to the processing person, such as issuing a pop-up reminder to the processing person.
  • the processing terminal of the processing person such as a computer or a mobile phone
  • FIG. 2 is a schematic diagram of a customer service agent determining device module of an embodiment.
  • the present application further provides a service agent determination device, including: a storage module 100, a search module 200, and a determination module 300.
  • the storage module 100 is configured to input customer information of the customer into the customer service center database in advance, where the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information; 200, configured to obtain current contact information used in a current access behavior of the client, and determine whether the customer service center database has contact information that matches the current contact information; if yes, obtain the client corresponding to the contact information.
  • the policy information is determined, and the corresponding original sales agent information is determined according to the customer policy information; the determining module 300 is configured to determine whether the original sales agent corresponding to the original sales agent information is employed, and if so, according to the current access behavior
  • the resulting processing task is assigned to the original sales agent of the policy.
  • the storage module 100 records the customer information into the customer service center database in advance, and the customer information includes personal information, contact information, customer policy information, and original sales agent information.
  • Personal information includes personal information such as customer name, birthplace, ID card number, etc.
  • Contact information includes customer phone number, email address, instant messaging number, registered account number and other contact information.
  • the customer policy information includes information about the policy, the type of insurance, the amount of insurance, and so on.
  • the original sales agent information is the agent information for selling the policy, for example, including the employee number, employee name, birthplace, and employment status.
  • a mapping relationship is established between personal information, contact information, customer policy information, and original sales agent information to form an information storage table. Table 4 below is an example:
  • the customer information further includes alternate docking information.
  • These alternate dockers can be other sales agents in the same team as the original sales agent, or the superior sales leader of the original sales agent. Therefore, the information storage table of the customer service center database also stores the relationship attributes of the original sales agent and these alternate docks, such as superiors, sales colleagues, and the like. Table 5 below is an example:
  • the finding module 200 obtains current contact information used in the current access behavior of the client, and determines whether the customer service center database has contact information that matches the current contact information; if yes, obtains the contact information corresponding to the contact information. Customer policy information, and determining corresponding original sales agent information according to the customer policy information.
  • the search module 200 obtains the telephone number used by the customer's incoming call, the email address of the email sent, or the instant messaging number of the instant messaging message, and searches for the comparison in the customer service center database to find whether there is a matching stored in the database. Customer contact information. If there is matching customer contact information, the search module 200 obtains the corresponding customer policy information and obtains the original sales agent information of the policy.
  • the search module 200 is required to determine one of the plurality of policies as a feature policy, and then assign the processing task to the original sales agent of the feature policy. .
  • the search module 200 acquires at least one customer policy information corresponding to the contact information, according to the obtained warranty date or the contract signing date of each policy information, and the latest customer. At least one of the contact time and the insurance amount determines the characteristic customer policy information, and the corresponding original sales agent information is determined according to the characteristic customer policy information.
  • the search module 200 can obtain the start date or the contract signing date of each policy, and determine the latest policy as the feature policy, that is, the start date or contract according to the obtained start date or contract signing date of each customer policy information.
  • the latest customer policy information on the date of signing is determined as the characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the policy information is found to be insured on December 12, 2016 and the insured date of policy B is February 12, 2017, policy B is For the feature policy, the original sales agent of policy B is selected as the processor of the docking client.
  • the search module 200 can obtain the latest customer contact time of each policy, and determine the policy of the latest customer contact as the feature policy, that is, the latest customer contact time according to the latest customer contact time of each customer policy information obtained.
  • the information is determined as characteristic customer policy information.
  • the policy corresponding to the customer has policy A and policy B. If the daily maintenance information of the policy is found, the customer can check the policy A for the latest inquiry, consultation, complaint, etc.
  • the contact time is on September 20, 2017, and the policy B is The latest inquiry, consultation, complaints, etc. contact time is on January 10, 2018, and policy B is a feature policy, and the original sales agent of policy B is selected as the processor of the docking client.
  • the search module 200 can obtain the insurance amount of each policy, and determine the policy with the largest insurance amount as the characteristic policy, that is, determine the customer policy information with the largest insurance amount as the characteristic customer policy according to the obtained insurance amount of each customer policy information. information. For example, the policy corresponding to the customer has policy A and policy B. If the policy amount of policy A is higher than the policy amount of policy B, then policy A is a characteristic policy, and the original sales agent of policy A is selected as the processor of the docking client.
  • the lookup module 200 may perform joint determination according to at least two parameters, such as the date of the insured (or the date of contract signing) T, the latest contact time R of the customer, and the insured amount M.
  • a judgment function F(X) can be set for the policy X as needed, and then the size of the judgment function F(X) is determined by using T, R, and M as the judgment factors, and the policy with the largest F(X) is the characteristic policy, and the original sale is performed.
  • the lookup module 200 can look up the agent whose destination information matches the customer's place of origin information to serve the customer. Therefore, if the customer policy is more than one, the search module 200 obtains the hometown of the original sales agent of each policy, and determines the policy that matches the customer's hometown as the feature policy, that is, determines the policy information corresponding to each policy information according to the obtained individual customer policy information. The hometown information of the original sales agent determines the policy information matching the customer's hometown information as the customer feature policy information.
  • the customer's native place is Sichuan
  • the corresponding policy has policy A and policy B
  • the policy A sales agent's hometown is Hubei
  • the policy B sales agent's hometown is Sichuan
  • the policy B is a characteristic policy
  • the policy B sales agent is selected as the docking customer. Processing person.
  • the match is not necessarily the same place, but it can also be a geographically similar area.
  • the home of the policy A sales agent is Hubei
  • the hometown of the policy B sales agent is Chongqing
  • Sichuan is similar to Chongqing
  • the policy B is a characteristic policy
  • the policy B sales agent is also selected as the processing client of the docking customer.
  • the determining module 300 determines whether the original sales agent corresponding to the original sales agent information is employed, and if so, assigns the original sales agent according to the processing task generated by the current access behavior. If the original sales agent of the policy leaves or resigns, the processing task is assigned to the alternate docker corresponding to the alternate docking information.
  • the original sales agent of the policy may be in a busy state and cannot serve the customer in time. Therefore, in one embodiment, if the original sales agent of the policy is employed, the determining module 300 determines whether the original sales agent of the policy is currently idle, and if so, directly assigns the processing task to the original sales agent of the policy, if not directly Assign processing tasks directly to alternate dockers.
  • the determining module 300 can follow the information. The relationship between the original sales agent and the docking person recorded in the storage table or the hometown information determines which alternate docker is docked. Therefore, in one embodiment, in the process of directly assigning the processing task directly to the alternate docker, if there is more than one alternate docker, the determining module 300 determines the target docker according to any one of the following parameters. Assign the processing task to the target docker:
  • the relationship between the original sales agent and the alternate docking person For example, if the relationship between the original sales agent and the alternate docking person has a superior and a sales colleague, among the superior and the sales colleague, the sales colleague may be preferentially selected for docking.
  • a feedback module can also be included. If the original sales agent is busy and assigned to other alternate dockers, the feedback module can promptly respond to the original sales agent and inform the assigned alternate docking information to facilitate subsequent communication to jointly handle the customer problem.
  • the storage module 100 stores the alternate docking information and updates the information storage table (see, for example, Table 6).
  • the alternate docker is directly assigned to the alternate docker if he is still on the job. Since the alternate docker is already familiar with the customer and the policy, processing efficiency and customer satisfaction can be improved. If the alternate docker also leaves, select another alternate docker and delete the information of the alternate dock in the table to update the information storage table.
  • the determining module 300 can send a task message to the processing terminal of the processing person (for example, a computer or a mobile phone), and the working terminal receives the task. After the message, the customer access channel is automatically accessed, or the corresponding task prompt is given to the processing person, for example, a pop-up reminder is sent to the processing person.
  • the processing terminal of the processing person for example, a computer or a mobile phone
  • the application also provides a computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor, causing the processor to perform any of the above The steps of the customer service agent determination method described in the embodiment.
  • the computer device can be a computer device or group of devices in the form of a server.
  • FIG. 3 is a schematic diagram showing the internal structure of a computer device in an embodiment.
  • the computer device includes a processor, a non-volatile storage medium, a memory, and a network interface connected by a system bus.
  • the non-volatile storage medium of the computer device stores an operating system, a database, and computer readable instructions.
  • the database may store a sequence of control information.
  • the processor may implement a processor.
  • the customer service agent determining method the processor can implement the functions of the searching module and the determining module in the customer agent determining device in the embodiment shown in FIG. 2, and the non-volatile storage medium and the memory can realize the embodiment in the embodiment shown in FIG.
  • the customer service agent determines the function of the storage module in the device.
  • the processor of the computer device is used to provide computing and control capabilities to support the operation of the entire computer device.
  • Computer readable instructions may be stored in the memory of the computer device, the computer readable instructions being executable by the processor to cause the processor to perform a method of determining a customer service agent.
  • the network interface of the computer device is used to communicate with the terminal connection. It will be understood by those skilled in the art that the structure shown in FIG. 3 is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation of the computer device to which the solution of the present application is applied.
  • the specific computer device may It includes more or fewer components than those shown in the figures, or some components are combined, or have different component arrangements.
  • the application further provides a storage medium storing computer readable instructions, which when executed by one or more processors, cause one or more processors to execute the customer service agent of any of the above embodiments Determine the steps of the method.
  • the customer service agent determining method and device described above, the customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information.
  • the storage medium may be a non-volatile storage medium such as a magnetic disk, an optical disk, a read-only memory (ROM), or a random access memory (RAM).

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Abstract

A method and an apparatus for determining a customer service agent: pre-recording customer information of a customer in a customer service centre database, the customer information comprising contact information, customer policy information corresponding to the contact information and original sales agent information corresponding to the customer policy information (S10); acquiring current contact information used in the current access behaviour of the customer; determining whether there is contact information matching the current contact information in the customer service centre database; if so, then acquiring the customer policy information corresponding to the contact information, and determining the original sales agent information corresponding to the customer policy information (S20); determining whether the original sales agent corresponding to the original sales agent information is still in the post and, if so, then allocating the processing task produced on the basis of the current access behaviour to the original sales agent (S30). By means of allocating the processing task to the original sales agent of the customer policy, as the original sales agent better understands the customer and policy conditions, the method is better targeted, and improves the processing efficiency and the customer experience.

Description

客服坐席确定方法、装置、计算机设备和存储介质Customer service agent determination method, device, computer equipment and storage medium
本申请要求于2018年3月22日提交中国专利局、申请号为201810240118.X,发明名称为“客服坐席确定方法、装置、计算机设备和存储介质”的中国专利申请的优先权,其全部内容通过引用结合在本申请中。This application claims the priority of the Chinese patent application filed on March 22, 2018, the Chinese Patent Office, application number 201810240118.X, the invention name is "customer agent determination method, device, computer equipment and storage medium", all contents thereof This is incorporated herein by reference.
技术领域Technical field
本申请涉及客服处理技术领域,具体而言,本申请涉及一种客服坐席确定方法和装置,以及一种计算机设备和存储有计算机可读指令的存储介质。The present application relates to the field of customer service processing technology. Specifically, the present application relates to a method and apparatus for determining a customer service agent, and a computer device and a storage medium storing computer readable instructions.
背景技术Background technique
现在的客服通常是普通客服,当客户主动拨打客服中心电话,咨询、退保或投诉时,发明人意识到由于普通的客服人员对客户认知不足,很难第一时间解决客户提出的问题,导致客户不满,风险升级,保单退保,客户投诉。所以亟需要一种能够快速解决客户问题的客服处理方法。The current customer service is usually an ordinary customer service. When the customer actively calls the customer service center to make a phone call, consultation, surrender or complaint, the inventor realizes that it is difficult for the ordinary customer service staff to solve the customer's problem in the first time because of insufficient customer awareness. Lead to customer dissatisfaction, risk escalation, policy surrender, customer complaints. Therefore, you need a customer service processing method that can quickly solve customer problems.
发明内容Summary of the invention
本申请的目的旨在至少能解决上述的技术缺陷之一,特别是很难第一时间解决客户提出的问题的技术缺陷。The purpose of the present application is to at least solve one of the above technical defects, and in particular, it is difficult to solve the technical defects of the problem raised by the customer in the first time.
一种客服坐席确定方法,所述方法包括如下步骤:预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;获取所述客户的当前接入行为中所使用的当前联系信息;判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。A customer service agent determining method, the method comprising the steps of: pre-recording customer customer information into a customer service center database, the customer information including contact information, customer policy information corresponding to the contact information, and corresponding customer policy information The original sales agent information; obtaining current contact information used in the current access behavior of the customer; determining whether the customer service center database has contact information matching the current contact information; if yes, acquiring the location Determining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information; determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, according to the current access behavior The resulting processing task is assigned to the original sales agent.
本申请还提供一种客服坐席确定装置,包括:存储模块,用于预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息 的客户保单信息和对应所述客户保单信息的原销售坐席信息;查找模块,用于获取所述客户的当前接入行为中所使用的当前联系信息;判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;判断模块,用于判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。The application further provides a customer service agent determining device, comprising: a storage module, configured to pre-record customer customer information into a customer service center database, where the customer information includes contact information, customer policy information corresponding to the contact information, and a corresponding office. The original sales agent information of the customer policy information; the search module is configured to obtain current contact information used in the current access behavior of the customer; and determine whether the customer service center database has the current contact information Contact information; if yes, obtaining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information; the determining module is configured to determine the original sales agent corresponding to the original sales agent information Whether it is on the job, and if so, assigning the processing task generated according to the current access behavior to the original sales agent.
本申请还提供一种计算机设备,包括存储器和处理器,所述存储器中存储有计算机可读指令,所述计算机可读指令被所述处理器执行时,使得所述处理器执行一种客服坐席确定方法,其中所述客服坐席确定方法包括以下步骤:预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;获取所述客户的当前接入行为中所使用的当前联系信息;判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。The application also provides a computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor, causing the processor to execute a customer service agent Determining a method, wherein the customer service agent determining method comprises the steps of: entering customer information of the customer into a customer service center database in advance, the customer information including contact information, customer policy information corresponding to the contact information, and corresponding customer policy information The original sales agent information; obtaining current contact information used in the current access behavior of the customer; determining whether the customer service center database has contact information matching the current contact information; if yes, acquiring the location Determining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information; determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, according to the current access behavior The resulting processing task is assigned to the original sales agent.
本申请还提供一种存储有计算机可读指令的非易失性存储介质,所述计算机可读指令被一个或多个处理器执行时,使得一个或多个处理器执行一种客服坐席确定方法,其中所述客服坐席确定方法包括以下步骤:预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;获取所述客户的当前接入行为中所使用的当前联系信息;判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。The present application also provides a non-volatile storage medium storing computer readable instructions that, when executed by one or more processors, cause one or more processors to perform a customer service agent determination method The customer service agent determining method includes the following steps: pre-recording customer customer information into a customer service center database, where the customer information includes contact information, customer policy information corresponding to the contact information, and an original corresponding to the customer policy information. Selling agent information; obtaining current contact information used in the current access behavior of the client; determining whether the customer service center database has contact information matching the current contact information; if yes, obtaining the contact information The customer policy information corresponding to the information, and determining the corresponding original sales agent information according to the customer policy information; determining whether the original sales agent corresponding to the original sales agent information is in service, and if so, generating the current access behavior according to the current A processing task is assigned to the original sales agent.
上述的客服坐席确定方法和装置,通过将客服处理任务分配给客户保单的原销售坐席,由于原销售坐席更加了解客户和保单情况,因此针对性更好,提高处理效率和客户体验。The above-mentioned customer service agent determination method and device, by assigning the customer service processing task to the original sales agent of the customer policy, because the original sales agent knows more about the customer and the policy, the target is better, and the processing efficiency and the customer experience are improved.
附图说明DRAWINGS
图1为一个实施例的客服坐席确定方法流程示意图;1 is a schematic flow chart of a method for determining a customer service agent according to an embodiment;
图2为一个实施例的客服坐席确定装置模块示意图;2 is a schematic diagram of a customer service agent determining device module according to an embodiment;
图3为一个实施例中计算机设备的内部结构示意图。FIG. 3 is a schematic diagram showing the internal structure of a computer device in an embodiment.
具体实施方式detailed description
图1为一个实施例的客服坐席确定方法流程示意图。FIG. 1 is a schematic flow chart of a method for determining a customer service agent according to an embodiment.
本申请提供一种客服坐席确定方法,所述方法包括如下步骤:The application provides a method for determining a customer service agent, and the method includes the following steps:
步骤S10:预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息。本实施例中,所述客户信息还包括个人信息。Step S10: The customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information. In this embodiment, the customer information further includes personal information.
个人信息包括客户姓名、籍贯、身份证号码等等个人信息。联系信息包括客户电话号码、电子邮箱、即时通讯号码、注册账号等联系信息。客户保单信息包括保单号码、保险类型、保险金额等等有关保单的信息。原销售坐席信息是销售该保单的坐席信息,例如包括员工编号、员工姓名、籍贯、在职情况等等信息。个人信息、联系信息、客户保单信息、原销售坐席信息这些信息之间建立有映射关系,形成信息存储表。以下表1为一个例子:Personal information includes personal information such as customer name, birthplace, ID card number, etc. Contact information includes customer phone number, email address, instant messaging number, registered account number and other contact information. The customer policy information includes information about the policy, the type of insurance, the amount of insurance, and so on. The original sales agent information is the agent information for selling the policy, for example, including the employee number, employee name, birthplace, and employment status. A mapping relationship is established between personal information, contact information, customer policy information, and original sales agent information to form an information storage table. Table 1 below is an example:
Figure PCTCN2018102866-appb-000001
Figure PCTCN2018102866-appb-000001
表1Table 1
在一些实施例中,所述客户信息还包括备用对接人信息。这些备用对接人可以是与原销售坐席同一团队的其他销售坐席,或者是原销售坐席的上级领导。因此,客户服务中心数据库的信息存储表中还会存储原销售坐席与这些备用对接人的关系属性,例如上级、销售同事等等。以下表2为一个例子:In some embodiments, the customer information further includes alternate docking information. These alternate dockers can be other sales agents in the same team as the original sales agent, or the superior sales leader of the original sales agent. Therefore, the information storage table of the customer service center database also stores the relationship attributes of the original sales agent and these alternate docks, such as superiors, sales colleagues, and the like. Table 2 below is an example:
Figure PCTCN2018102866-appb-000002
Figure PCTCN2018102866-appb-000002
Figure PCTCN2018102866-appb-000003
Figure PCTCN2018102866-appb-000003
表2Table 2
步骤S20:获取客户的当前接入行为中所使用的当前联系信息,判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息。Step S20: Obtain current contact information used in the current access behavior of the client, and determine whether the customer service center database has contact information that matches the current contact information; if yes, obtain the contact information corresponding to the contact information. Customer policy information, and determining corresponding original sales agent information according to the customer policy information.
客户联系客服时,可以通过电话、邮件或即时通讯工具等接入行为方式进行联系,因此当前的联系信息可以是电话号码、邮箱地址或即时通讯号码。客户联系客服时,获取客户来电所使用的电话号码、发邮件的邮箱地址或发送即时通讯消息的即时通讯号码,在客户服务中心数据库中查找比对以查找数据库中是否存储有匹配的客户联系信息。若有匹配的客户联系信息,则获取对应的客户保单信息,以及获取该保单的原销售坐席信息。When the customer contacts the customer service, they can contact by phone, email or instant messaging tool, so the current contact information can be the phone number, email address or instant messaging number. When the customer contacts the customer service, obtain the telephone number used by the customer's incoming call, the email address of the email or the instant messaging number of the instant messaging message, and find the comparison in the customer service center database to find whether the matching customer contact information is stored in the database. . If there is matching customer contact information, the corresponding customer policy information is obtained, and the original sales agent information of the policy is obtained.
但是,客户可能存在购买了多个保单的情况,这种情况下,需要从这多个保单中确定其中一个保单为特征保单,再在后续将处理任务分配给特征保单的原销售坐席。However, the customer may have purchased multiple policies. In this case, one of the multiple policies is required to determine one of the policies as a feature policy, and then the processing task is subsequently assigned to the original sales agent of the feature policy.
因此,在一些实施例中,如果所述客户保单多于一个,获取所述联系信息对应的至少一个客户保单信息,则根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息,根据特征客户保单信息确定对应的原销售坐席信息。Therefore, in some embodiments, if the customer policy is more than one, and at least one customer policy information corresponding to the contact information is obtained, the date of the purchase or the contract signing date and the latest customer contact are obtained according to the obtained individual customer policy information. At least one of the time and the insured amount determines the characteristic customer policy information, and the corresponding original sales agent information is determined according to the characteristic customer policy information.
具体的,可以获取各个保单的起保日期或合同签订日期,将最新保单确定为特征保单。即根据获取的各个客户保单信息的起保日期或合同签订日期,将起保日期或合同签订日期最新的客户保单信息确定为特征客户保单信息。例如客户对应的保单有保单A和保单B,如果查询保单信息发现保单A的起保日期为2016年12月12日,而保单B的起保日期为2017年2月12日,则保单B为特征保单,则选择保单B的原销售坐席作为对接客户的处理人。Specifically, the start date or contract signing date of each policy can be obtained, and the latest policy is determined as a feature policy. That is, according to the obtained start date or contract signing date of each customer policy information, the latest customer policy information of the start date or the contract signing date is determined as the characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the policy information is found to be insured on December 12, 2016 and the insured date of policy B is February 12, 2017, policy B is For the feature policy, the original sales agent of policy B is selected as the processor of the docking client.
具体的,可以获取各个保单的最近客户联系时间,将最近客户联系的保单确定为特征保单。即根据获取的各个客户保单信息的最近客户联系时间,将最近客户联 系时间最新的客户保单信息确定为特征客户保单信息。例如客户对应的保单有保单A和保单B,如果查询保单的日常维护信息发现客户对保单A进行最新的查询、咨询、投诉等等联系时间是在2017年9月20日,而对保单B进行最新的查询、咨询、投诉等等联系时间是在2018年1月10日,则保单B为特征保单,选择保单B的原销售坐席作为对接客户的处理人。Specifically, the latest customer contact time of each policy can be obtained, and the policy of the most recent customer contact is determined as a feature policy. That is, the latest customer policy information of the latest customer contact time is determined as the characteristic customer policy information based on the latest customer contact time of each customer policy information obtained. For example, the policy corresponding to the customer has policy A and policy B. If the daily maintenance information of the policy is found, the customer can check the policy A for the latest inquiry, consultation, complaint, etc. The contact time is on September 20, 2017, and the policy B is The latest inquiry, consultation, complaints, etc. contact time is on January 10, 2018, and policy B is a feature policy, and the original sales agent of policy B is selected as the processor of the docking client.
具体的,可以获取各个保单的保险金额,将保险金额最大的保单确定为特征保单。即根据获取的各个客户保单信息的保险金额,将保险金额最大的客户保单信息确定为特征客户保单信息。例如客户对应的保单有保单A和保单B,如果查询保单A的保单金额比保单B的保单金额要高,则保单A为特征保单,则选择保单A的原销售坐席作为对接客户的处理人。Specifically, the insurance amount of each policy can be obtained, and the policy with the largest insurance amount is determined as the characteristic policy. That is, according to the obtained insurance amount of each customer policy information, the customer insurance policy with the largest insurance amount is determined as the characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the policy amount of policy A is higher than the policy amount of policy B, then policy A is a characteristic policy, and the original sales agent of policy A is selected as the processor of the docking client.
当然在一些实施例中,可以根据起保日期(或合同签订日期)T、客户最近联系时间R、保险金额M其中至少两个参数进行联合判断。例如可以根据需要为保单X设置一个判断函数F(X),然后将T、R、M作为判断因素确定判断函数F(X)的大小,F(X)最大的保单为特征保单,其原销售坐席作为对接客户的处理人。具体地,F(X)=T×a+R×b+M×c,其中a、b、c为预设的权重系数。Of course, in some embodiments, the joint judgment may be made according to at least two parameters of the start date (or contract signing date) T, the customer's latest contact time R, and the insurance amount M. For example, a judgment function F(X) can be set for the policy X as needed, and then the size of the judgment function F(X) is determined by using T, R, and M as the judgment factors, and the policy with the largest F(X) is the characteristic policy, and the original sale is performed. The agent acts as the handler for the docking client. Specifically, F(X)=T×a+R×b+M×c, where a, b, and c are preset weight coefficients.
而在一些实施例中,为了更好的服务客户,可以查找籍贯信息与客户籍贯信息匹配的坐席来服务客户。因此,如果所述客户保单多于一个,获取各个保单原销售坐席的籍贯,将与客户籍贯相匹配的保单确定为特征保单。即根据获取的各个客户保单信息确定各个保单信息对应的原销售坐席的籍贯信息,将与所述客户籍贯信息相匹配的保单信息确定为客户特征保单信息。例如客户籍贯为四川,对应的保单有保单A和保单B,保单A销售坐席的籍贯为湖北,保单B销售坐席的籍贯为四川,则保单B为特征保单,则选择保单B销售坐席作为对接客户的处理人。当然,匹配并不一定是地方相同,也可以是地理相近的地区。又例如,保单A销售坐席的籍贯为湖北,保单B销售坐席的籍贯为重庆,四川与重庆较为相近,则保单B为特征保单,则也选择保单B销售坐席作为对接客户的处理人。In some embodiments, in order to better serve the customer, the agent whose origin information matches the customer's place of origin information can be found to serve the customer. Therefore, if the customer policy is more than one, the hometown of the original sales agent of each policy is obtained, and the policy matching the customer's hometown is determined as the feature policy. That is, the home information of the original sales agent corresponding to each policy information is determined according to the obtained individual customer policy information, and the policy information matching the customer hometown information is determined as the customer feature policy information. For example, the customer's native place is Sichuan, the corresponding policy has policy A and policy B, the policy A sales agent's hometown is Hubei, the policy B sales agent's hometown is Sichuan, and the policy B is a characteristic policy, then the policy B sales agent is selected as the docking customer. Processing person. Of course, the match is not necessarily the same place, but it can also be a geographically similar area. For example, the home of the policy A sales agent is Hubei, the hometown of the policy B sales agent is Chongqing, Sichuan is similar to Chongqing, and the policy B is a characteristic policy, and the policy B sales agent is also selected as the processing client of the docking customer.
步骤S30:判断所述原销售坐席信息对应的原销售坐席是否在职,若是则将根据所述当前接入行为产生的处理任务分配所述原销售坐席。如果该保单的原销售坐席离职或调岗,则将所述处理任务分配给所述备用对接人信息对应的备用对接人。Step S30: determining whether the original sales agent corresponding to the original sales agent information is in service, and if yes, assigning the original sales agent according to the processing task generated by the current access behavior. If the original sales agent of the policy leaves or relocates, the processing task is assigned to the alternate docker corresponding to the alternate docking information.
但是,该保单的原销售坐席可能处于忙绿状态没法及时服务客户。因此,在其中一个实施例中,如果该保单的原销售坐席在职,则判断该保单的原销售坐席当前是否空闲,若是则将处理任务直接分配该保单的原销售坐席,若否直接将处理任务 直接分配给备用对接人。However, the original sales agent of the policy may be in a busy state and cannot serve the customer in time. Therefore, in one embodiment, if the original sales agent of the policy is employed, it is determined whether the original sales agent of the policy is currently idle, and if so, the processing task directly allocates the original sales agent of the policy, and if not, the processing task is directly processed. Directly assigned to the alternate dock.
如果判断原销售坐席离职或调岗,又或者是处于忙碌状态,而直接分配处理任务给信息存储表中的其他备用对接人时,如果表中备用对接人有多个,可以按照信息存储表中记录的原销售坐席与对接人的关系属性或籍贯信息判断由哪个备用对接人进行对接。因此,在其中一个实施例中,在直接将处理任务直接分配给备用对接人的过程中,如果存在多于一个的备用对接人,则根据以下任意一组参数来确定目标对接人,再将处理任务分配给目标对接人:If it is judged that the original sales agent is resigned or transferred, or is in a busy state, and directly assigns the processing task to other alternate dockers in the information storage table, if there are multiple alternate docking persons in the table, the information storage table may be followed. The recorded relationship between the original sales agent and the docking person or the birth information determines which alternate docker is docked. Therefore, in one embodiment, in the process of directly assigning the processing task directly to the alternate docker, if there is more than one alternate docker, the target docker is determined according to any one of the following parameters, and then the processing is performed. Assign tasks to target dockers:
1)原销售坐席与备用对接人的关系属性。例如,原销售坐席与备用对接人的关系属性有上级和销售同事,则在上级和销售同事之中,可以优先选择销售同事进行对接。1) The relationship between the original sales agent and the alternate docking person. For example, if the relationship between the original sales agent and the alternate docking person has a superior and a sales colleague, among the superior and the sales colleague, the sales colleague may be preferentially selected for docking.
2)该保单的保险金额,以及原销售坐席与备用对接人的关系属性。例如,如果保险金额超过某一阈值,则优先选择上级进行对接。2) The insurance amount of the policy and the relationship between the original sales agent and the alternate dock. For example, if the insurance amount exceeds a certain threshold, the superior is preferred to dock.
3)客户的籍贯信息和备用对接人的籍贯信息。即选择籍贯相匹配的备用对接人作为服务客户的处理人,在此不再赘述。3) The hometown information of the customer and the hometown information of the alternate docker. That is, the alternate docking person whose origin is matched is selected as the processing person of the service client, and will not be described herein.
在一些实施例中,如果由于原销售坐席在忙碌而分配给了其他备用对接人,则可以对原销售坐席进行相应的提示,并告知其已分配的备用对接人信息,方便后续沟通共同处理客户问题。In some embodiments, if the original sales agent is assigned to other alternate dockers because the original sales agent is busy, the original sales agent may be prompted accordingly, and the assigned alternate docking information is informed to facilitate subsequent communication to co-process the customer. problem.
在其中一个实施例中,如果原销售坐席离职或调岗而分配给其他备用对接人,将该备用对接人信息存储,并对信息存储表进行更新(例如见表3),以使得下次该客户联系时(保单情况不变时)如备用对接人仍然在职则直接分配给该备用对接人。由于该备用对接人已经熟悉该客户和保单,可以提高处理效率和客户满意度。如果该备用对接人也离职,则选择其他的备用对接人,并删除表中该备用对接人的信息,更新信息存储表。In one embodiment, if the original sales agent is resigned or transferred and assigned to other alternate dockers, the alternate docking information is stored and the information storage table is updated (see, for example, Table 3), so that the next time When the customer contacts (when the policy is unchanged), the alternate docker is directly assigned to the alternate docker if he is still on the job. Since the alternate docker is already familiar with the customer and the policy, processing efficiency and customer satisfaction can be improved. If the alternate docker also leaves, select another alternate docker and delete the information of the alternate dock in the table to update the information storage table.
Figure PCTCN2018102866-appb-000004
Figure PCTCN2018102866-appb-000004
表3table 3
确定了处理任务的处理人(原销售坐席或备用对接人)之后,在分配过程中,服务器可以发送一个任务消息给处理人的工作终端(例如电脑、手机),工作终端接收到该任务消息后,自动接入客户联系通道,或者对处理人进行相应的任务提示,例如向处理人发出弹窗提醒。After the processing person (original sales agent or alternate docking person) of the processing task is determined, during the allocation process, the server may send a task message to the processing terminal of the processing person (such as a computer or a mobile phone), and after receiving the task message, the working terminal receives the task message. , automatically access the customer contact channel, or perform corresponding task prompts to the processing person, such as issuing a pop-up reminder to the processing person.
图2为一个实施例的客服坐席确定装置模块示意图。2 is a schematic diagram of a customer service agent determining device module of an embodiment.
对应上述的客服坐席确定方法,本申请还提供一种客服坐席确定装置,包括:存储模块100、查找模块200和判断模块300。Corresponding to the foregoing method for determining a customer service agent, the present application further provides a service agent determination device, including: a storage module 100, a search module 200, and a determination module 300.
存储模块100,用于预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;查找模块200,用于获取客户的当前接入行为中所使用的当前联系信息,判断客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;判断模块300,用于判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述保单的原销售坐席。The storage module 100 is configured to input customer information of the customer into the customer service center database in advance, where the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information; 200, configured to obtain current contact information used in a current access behavior of the client, and determine whether the customer service center database has contact information that matches the current contact information; if yes, obtain the client corresponding to the contact information. The policy information is determined, and the corresponding original sales agent information is determined according to the customer policy information; the determining module 300 is configured to determine whether the original sales agent corresponding to the original sales agent information is employed, and if so, according to the current access behavior The resulting processing task is assigned to the original sales agent of the policy.
存储模块100预先将客户信息录入客户服务中心数据库,所述客户信息包括个人信息、联系信息、客户保单信息、原销售坐席信息。The storage module 100 records the customer information into the customer service center database in advance, and the customer information includes personal information, contact information, customer policy information, and original sales agent information.
个人信息包括客户姓名、籍贯、身份证号码等等个人信息。联系信息包括客户电话号码、电子邮箱、即时通讯号码、注册账号等联系信息。客户保单信息包括保单号码、保险类型、保险金额等等有关保单的信息。原销售坐席信息是销售该保单的坐席信息,例如包括员工编号、员工姓名、籍贯、在职情况等等信息。个人信息、联系信息、客户保单信息、原销售坐席信息这些信息之间建立有映射关系,形成信息存储表。以下表4为一个例子:Personal information includes personal information such as customer name, birthplace, ID card number, etc. Contact information includes customer phone number, email address, instant messaging number, registered account number and other contact information. The customer policy information includes information about the policy, the type of insurance, the amount of insurance, and so on. The original sales agent information is the agent information for selling the policy, for example, including the employee number, employee name, birthplace, and employment status. A mapping relationship is established between personal information, contact information, customer policy information, and original sales agent information to form an information storage table. Table 4 below is an example:
Figure PCTCN2018102866-appb-000005
Figure PCTCN2018102866-appb-000005
Figure PCTCN2018102866-appb-000006
Figure PCTCN2018102866-appb-000006
表4Table 4
在一些实施例中,所述客户信息还包括备用对接人信息。这些备用对接人可以是与原销售坐席同一团队的其他销售坐席,或者是原销售坐席的上级领导。因此,客户服务中心数据库的信息存储表中还会存储原销售坐席与这些备用对接人的关系属性,例如上级、销售同事等等。以下表5为一个例子:In some embodiments, the customer information further includes alternate docking information. These alternate dockers can be other sales agents in the same team as the original sales agent, or the superior sales leader of the original sales agent. Therefore, the information storage table of the customer service center database also stores the relationship attributes of the original sales agent and these alternate docks, such as superiors, sales colleagues, and the like. Table 5 below is an example:
Figure PCTCN2018102866-appb-000007
Figure PCTCN2018102866-appb-000007
表5table 5
查找模块200获取客户的当前接入行为中所使用的当前联系信息,判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息。The finding module 200 obtains current contact information used in the current access behavior of the client, and determines whether the customer service center database has contact information that matches the current contact information; if yes, obtains the contact information corresponding to the contact information. Customer policy information, and determining corresponding original sales agent information according to the customer policy information.
客户联系客服时,可以通过电话、邮件或即时通讯工具等接入行为方式进行联系,因此当前的联系信息可以是电话号码、邮箱地址或即时通讯号码。客户联系客服时,查找模块200获取客户来电所使用的电话号码、发邮件的邮箱地址或发送即时通讯消息的即时通讯号码,在客户服务中心数据库中查找比对以查找数据库中是否存储有匹配的客户联系信息。若有匹配的客户联系信息,查找模块200则获取对应的客户保单信息,以及获取该保单的原销售坐席信息。When the customer contacts the customer service, they can contact by phone, email or instant messaging tool, so the current contact information can be the phone number, email address or instant messaging number. When the customer contacts the customer service, the search module 200 obtains the telephone number used by the customer's incoming call, the email address of the email sent, or the instant messaging number of the instant messaging message, and searches for the comparison in the customer service center database to find whether there is a matching stored in the database. Customer contact information. If there is matching customer contact information, the search module 200 obtains the corresponding customer policy information and obtains the original sales agent information of the policy.
但是,客户可能存在购买了多个保单的情况,这种情况下,需要查找模块200从这多个保单中确定其中一个保单为特征保单,再在后续将处理任务分配给特征保单的原销售坐席。However, the customer may have a situation in which multiple policies are purchased. In this case, the search module 200 is required to determine one of the plurality of policies as a feature policy, and then assign the processing task to the original sales agent of the feature policy. .
因此,在一些实施例中,如果所述客户保单多于一个,查找模块200获取所述联系信息对应的至少一个客户保单信息,根据获取的各个保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息, 根据特征客户保单信息确定对应的原销售坐席信息。Therefore, in some embodiments, if the customer policy is more than one, the search module 200 acquires at least one customer policy information corresponding to the contact information, according to the obtained warranty date or the contract signing date of each policy information, and the latest customer. At least one of the contact time and the insurance amount determines the characteristic customer policy information, and the corresponding original sales agent information is determined according to the characteristic customer policy information.
具体的,查找模块200可以获取各个保单的起保日期或合同签订日期,将最新保单确定为特征保单,即根据获取的各个客户保单信息的起保日期或合同签订日期,将起保日期或合同签订日期最新的客户保单信息确定为特征客户保单信息。例如客户对应的保单有保单A和保单B,如果查询保单信息发现保单A的起保日期为2016年12月12日,而保单B的起保日期为2017年2月12日,则保单B为特征保单,则选择保单B的原销售坐席作为对接客户的处理人。Specifically, the search module 200 can obtain the start date or the contract signing date of each policy, and determine the latest policy as the feature policy, that is, the start date or contract according to the obtained start date or contract signing date of each customer policy information. The latest customer policy information on the date of signing is determined as the characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the policy information is found to be insured on December 12, 2016 and the insured date of policy B is February 12, 2017, policy B is For the feature policy, the original sales agent of policy B is selected as the processor of the docking client.
具体的,查找模块200可以获取各个保单的最近客户联系时间,将最近客户联系的保单确定为特征保单,即根据获取的各个客户保单信息的最近客户联系时间,将最近客户联系时间最新的客户保单信息确定为特征客户保单信息。例如客户对应的保单有保单A和保单B,如果查询保单的日常维护信息发现客户对保单A进行最新的查询、咨询、投诉等等联系时间是在2017年9月20日,而对保单B进行最新的查询、咨询、投诉等等联系时间是在2018年1月10日,则保单B为特征保单,选择保单B的原销售坐席作为对接客户的处理人。Specifically, the search module 200 can obtain the latest customer contact time of each policy, and determine the policy of the latest customer contact as the feature policy, that is, the latest customer contact time according to the latest customer contact time of each customer policy information obtained. The information is determined as characteristic customer policy information. For example, the policy corresponding to the customer has policy A and policy B. If the daily maintenance information of the policy is found, the customer can check the policy A for the latest inquiry, consultation, complaint, etc. The contact time is on September 20, 2017, and the policy B is The latest inquiry, consultation, complaints, etc. contact time is on January 10, 2018, and policy B is a feature policy, and the original sales agent of policy B is selected as the processor of the docking client.
具体的,查找模块200可以获取各个保单的保险金额,将保险金额最大的保单确定为特征保单,即根据获取的各个客户保单信息的保险金额,将保险金额最大的客户保单信息确定为特征客户保单信息。例如客户对应的保单有保单A和保单B,如果查询保单A的保单金额比保单B的保单金额要高,则保单A为特征保单,则选择保单A的原销售坐席作为对接客户的处理人。Specifically, the search module 200 can obtain the insurance amount of each policy, and determine the policy with the largest insurance amount as the characteristic policy, that is, determine the customer policy information with the largest insurance amount as the characteristic customer policy according to the obtained insurance amount of each customer policy information. information. For example, the policy corresponding to the customer has policy A and policy B. If the policy amount of policy A is higher than the policy amount of policy B, then policy A is a characteristic policy, and the original sales agent of policy A is selected as the processor of the docking client.
当然在一些实施例中,查找模块200可以根据起保日期(或合同签订日期)T、客户最近联系时间R、保险金额M其中至少两个参数进行联合判断。例如可以根据需要为保单X设置一个判断函数F(X),然后将T、R、M作为判断因素确定判断函数F(X)的大小,F(X)最大的保单为特征保单,其原销售坐席作为对接客户的处理人。具体地,F(X)=T×a+R×b+M×c,其中a、b、c为预设的权重系数。Of course, in some embodiments, the lookup module 200 may perform joint determination according to at least two parameters, such as the date of the insured (or the date of contract signing) T, the latest contact time R of the customer, and the insured amount M. For example, a judgment function F(X) can be set for the policy X as needed, and then the size of the judgment function F(X) is determined by using T, R, and M as the judgment factors, and the policy with the largest F(X) is the characteristic policy, and the original sale is performed. The agent acts as the handler for the docking client. Specifically, F(X)=T×a+R×b+M×c, where a, b, and c are preset weight coefficients.
而在一些实施例中,为了更好的服务客户,查找模块200可以查找籍贯信息与客户籍贯信息匹配的坐席来服务客户。因此,如果所述客户保单多于一个,查找模块200获取各个保单原销售坐席的籍贯,将与客户籍贯相匹配的保单确定为特征保单,即根据获取的各个客户保单信息确定各个保单信息对应的原销售坐席的籍贯信息,将与所述客户籍贯信息相匹配的保单信息确定为客户特征保单信息。例如客户籍贯为四川,对应的保单有保单A和保单B,保单A销售坐席的籍贯为湖北,保 单B销售坐席的籍贯为四川,则保单B为特征保单,则选择保单B销售坐席作为对接客户的处理人。当然,匹配并不一定是地方相同,也可以是地理相近的地区。又例如,保单A销售坐席的籍贯为湖北,保单B销售坐席的籍贯为重庆,四川与重庆较为相近,则保单B为特征保单,则也选择保单B销售坐席作为对接客户的处理人。In some embodiments, in order to better serve the customer, the lookup module 200 can look up the agent whose destination information matches the customer's place of origin information to serve the customer. Therefore, if the customer policy is more than one, the search module 200 obtains the hometown of the original sales agent of each policy, and determines the policy that matches the customer's hometown as the feature policy, that is, determines the policy information corresponding to each policy information according to the obtained individual customer policy information. The hometown information of the original sales agent determines the policy information matching the customer's hometown information as the customer feature policy information. For example, the customer's native place is Sichuan, the corresponding policy has policy A and policy B, the policy A sales agent's hometown is Hubei, the policy B sales agent's hometown is Sichuan, and the policy B is a characteristic policy, then the policy B sales agent is selected as the docking customer. Processing person. Of course, the match is not necessarily the same place, but it can also be a geographically similar area. For example, the home of the policy A sales agent is Hubei, the hometown of the policy B sales agent is Chongqing, Sichuan is similar to Chongqing, and the policy B is a characteristic policy, and the policy B sales agent is also selected as the processing client of the docking customer.
判断模块300判断所述原销售坐席信息对应的原销售坐席是否在职,若是则将根据所述当前接入行为产生的处理任务分配所述原销售坐席。如果该保单的原销售坐席离职或调岗,则将处理任务分配给所述备用对接人信息对应的备用对接人。The determining module 300 determines whether the original sales agent corresponding to the original sales agent information is employed, and if so, assigns the original sales agent according to the processing task generated by the current access behavior. If the original sales agent of the policy leaves or resigns, the processing task is assigned to the alternate docker corresponding to the alternate docking information.
但是,该保单的原销售坐席可能处于忙绿状态没法及时服务客户。因此,在其中一个实施例中,如果该保单的原销售坐席在职,则判断模块300判断该保单的原销售坐席当前是否空闲,若是则将处理任务直接分配该保单的原销售坐席,若否直接将处理任务直接分配给备用对接人。However, the original sales agent of the policy may be in a busy state and cannot serve the customer in time. Therefore, in one embodiment, if the original sales agent of the policy is employed, the determining module 300 determines whether the original sales agent of the policy is currently idle, and if so, directly assigns the processing task to the original sales agent of the policy, if not directly Assign processing tasks directly to alternate dockers.
如果判断原销售坐席离职或调岗,又或者是处于忙碌状态,而直接分配处理任务给信息存储表中的其他备用对接人时,如果表中备用对接人有多个,判断模块300可以按照信息存储表中记录的原销售坐席与对接人的关系属性或籍贯信息判断由哪个备用对接人进行对接。因此,在其中一个实施例中,在直接将处理任务直接分配给备用对接人的过程中,如果存在多于一个的备用对接人,则判断模块300根据以下任意一组参数来确定目标对接人,再将处理任务分配给目标对接人:If it is determined that the original sales agent is resigned or transferred, or is in a busy state, and directly assigns a processing task to other alternate docks in the information storage table, if there are multiple alternate docking persons in the table, the determining module 300 can follow the information. The relationship between the original sales agent and the docking person recorded in the storage table or the hometown information determines which alternate docker is docked. Therefore, in one embodiment, in the process of directly assigning the processing task directly to the alternate docker, if there is more than one alternate docker, the determining module 300 determines the target docker according to any one of the following parameters. Assign the processing task to the target docker:
1)原销售坐席与备用对接人的关系属性。例如,原销售坐席与备用对接人的关系属性有上级和销售同事,则在上级和销售同事之中,可以优先选择销售同事进行对接。1) The relationship between the original sales agent and the alternate docking person. For example, if the relationship between the original sales agent and the alternate docking person has a superior and a sales colleague, among the superior and the sales colleague, the sales colleague may be preferentially selected for docking.
2)该保单的保险金额,以及原销售坐席与备用对接人的关系属性。例如,如果保险金额超过某一阈值,则优先选择上级进行对接。2) The insurance amount of the policy and the relationship between the original sales agent and the alternate dock. For example, if the insurance amount exceeds a certain threshold, the superior is preferred to dock.
3)客户的籍贯信息和备用对接人的籍贯信息。即选择籍贯相匹配的备用对接人作为服务客户的处理人,在此不再赘述。3) The hometown information of the customer and the hometown information of the alternate docker. That is, the alternate docking person whose origin is matched is selected as the processing person of the service client, and will not be described herein.
在一些实施例中,还可以包括反馈模块。如果由于原销售坐席在忙碌而分配给了其他备用对接人,则反馈模块可以对原销售坐席进行相应的提示,并告知其已分配的备用对接人信息,方便后续沟通共同处理客户问题。In some embodiments, a feedback module can also be included. If the original sales agent is busy and assigned to other alternate dockers, the feedback module can promptly respond to the original sales agent and inform the assigned alternate docking information to facilitate subsequent communication to jointly handle the customer problem.
在其中一个实施例中,如果原销售坐席离职或调岗而分配给其他备用对接人,存储模块100将该备用对接人信息存储,并对信息存储表进行更新(例如见表6),以使得下次该客户联系时(保单情况不变时)如备用对接人仍然在职则直接分配给 该备用对接人。由于该备用对接人已经熟悉该客户和保单,可以提高处理效率和客户满意度。如果该备用对接人也离职,则选择其他的备用对接人,并删除表中该备用对接人的信息,更新信息存储表。In one embodiment, if the original sales agent is resigned or transferred and assigned to other alternate dockers, the storage module 100 stores the alternate docking information and updates the information storage table (see, for example, Table 6). The next time the customer contacts (when the policy is unchanged), the alternate docker is directly assigned to the alternate docker if he is still on the job. Since the alternate docker is already familiar with the customer and the policy, processing efficiency and customer satisfaction can be improved. If the alternate docker also leaves, select another alternate docker and delete the information of the alternate dock in the table to update the information storage table.
Figure PCTCN2018102866-appb-000008
Figure PCTCN2018102866-appb-000008
表6Table 6
确定了处理任务的处理人(原销售坐席或备用对接人)之后,在分配过程中,判断模块300可以发送一个任务消息给处理人的工作终端(例如电脑、手机),工作终端接收到该任务消息后,自动接入客户联系通道,或者对处理人进行相应的任务提示,例如向处理人发出弹窗提醒。After the processing person (original sales agent or alternate docking person) of the processing task is determined, in the allocation process, the determining module 300 can send a task message to the processing terminal of the processing person (for example, a computer or a mobile phone), and the working terminal receives the task. After the message, the customer access channel is automatically accessed, or the corresponding task prompt is given to the processing person, for example, a pop-up reminder is sent to the processing person.
本申请还提供一种计算机设备,包括存储器和处理器,所述存储器中存储有计算机可读指令,所述计算机可读指令被所述处理器执行时,使得所述处理器执行上述任一项实施例所述客服坐席确定方法的步骤。计算机设备可以是以服务器形式的计算机设备或设备群。The application also provides a computer device comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor, causing the processor to perform any of the above The steps of the customer service agent determination method described in the embodiment. The computer device can be a computer device or group of devices in the form of a server.
图3为一个实施例中计算机设备的内部结构示意图。如图1所示,该计算机设备包括通过系统总线连接的处理器、非易失性存储介质、存储器和网络接口。其中,该计算机设备的非易失性存储介质存储有操作系统、数据库和计算机可读指令,数据库中可存储有控件信息序列,该计算机可读指令被处理器执行时,可使得处理器实现一种客服坐席确定方法,处理器能实现图2所示实施例中的客服坐席确定装置中的查找模块和判断模块的功能,非易失性存储介质和存储器能实现图2所示实施例中的客服坐席确定装置中的存储模块的功能。该计算机设备的处理器用于提供计算和控制能力,支撑整个计算机设备的运行。该计算机设备的存储器中可存储有计算机可读指令,该计算机可读指令被处理器执行时,可使得处理器执行一种客服坐席确定方法。该计算机设备的网络接口用于与终端连接通信。本领域技术人员可以 理解,图3中示出的结构,仅仅是与本申请方案相关的部分结构的框图,并不构成对本申请方案所应用于其上的计算机设备的限定,具体的计算机设备可以包括比图中所示更多或更少的部件,或者组合某些部件,或者具有不同的部件布置。FIG. 3 is a schematic diagram showing the internal structure of a computer device in an embodiment. As shown in FIG. 1, the computer device includes a processor, a non-volatile storage medium, a memory, and a network interface connected by a system bus. The non-volatile storage medium of the computer device stores an operating system, a database, and computer readable instructions. The database may store a sequence of control information. When the computer readable instructions are executed by the processor, the processor may implement a processor. The customer service agent determining method, the processor can implement the functions of the searching module and the determining module in the customer agent determining device in the embodiment shown in FIG. 2, and the non-volatile storage medium and the memory can realize the embodiment in the embodiment shown in FIG. The customer service agent determines the function of the storage module in the device. The processor of the computer device is used to provide computing and control capabilities to support the operation of the entire computer device. Computer readable instructions may be stored in the memory of the computer device, the computer readable instructions being executable by the processor to cause the processor to perform a method of determining a customer service agent. The network interface of the computer device is used to communicate with the terminal connection. It will be understood by those skilled in the art that the structure shown in FIG. 3 is only a block diagram of a part of the structure related to the solution of the present application, and does not constitute a limitation of the computer device to which the solution of the present application is applied. The specific computer device may It includes more or fewer components than those shown in the figures, or some components are combined, or have different component arrangements.
本申请还提供一种存储有计算机可读指令的存储介质,所述计算机可读指令被一个或多个处理器执行时,使得一个或多个处理器执行上述任一项实施例所述客服坐席确定方法的步骤。The application further provides a storage medium storing computer readable instructions, which when executed by one or more processors, cause one or more processors to execute the customer service agent of any of the above embodiments Determine the steps of the method.
上述的客服坐席确定方法和装置,预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;获取所述客户的当前接入行为中所使用的当前联系信息;判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。通过将客服处理任务分配给客户保单的原销售坐席,由于原销售坐席更加了解客户和保单情况,因此针对性更好,提高处理效率和客户体验。The customer service agent determining method and device described above, the customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information. Obtaining current contact information used in the current access behavior of the client; determining whether the customer service center database has contact information matching the current contact information; if yes, acquiring the contact information Customer policy information, and determining corresponding original sales agent information according to the customer policy information; determining whether the original sales agent corresponding to the original sales agent information is in service, and if yes, assigning processing tasks generated according to the current access behavior Give the original sales agent. By assigning the customer service processing task to the original sales agent of the customer policy, the original sales agent is more aware of the customer and the policy, so the targeting is better, and the processing efficiency and the customer experience are improved.
本领域普通技术人员可以理解实现上述实施例方法中的全部或部分流程,是可以通过计算机程序来指令相关的硬件来完成,该计算机程序可存储于一计算机可读取存储介质中,该程序在执行时,可包括如上述各方法的实施例的流程。其中,前述的存储介质可为磁碟、光盘、只读存储记忆体(Read-Only Memory,ROM)等非易失性存储介质,或随机存储记忆体(Random Access Memory,RAM)等。A person skilled in the art can understand that all or part of the process of implementing the above embodiment method can be completed by a computer program to instruct related hardware, and the computer program can be stored in a computer readable storage medium. When executed, the flow of an embodiment of the methods as described above may be included. The storage medium may be a non-volatile storage medium such as a magnetic disk, an optical disk, a read-only memory (ROM), or a random access memory (RAM).

Claims (20)

  1. 一种客服坐席确定方法,所述方法包括如下步骤:A customer service agent determining method, the method comprising the following steps:
    预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;The customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information;
    获取所述客户的当前接入行为中所使用的当前联系信息;Obtaining current contact information used in the current access behavior of the client;
    判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;Determining whether the customer service center database has contact information that matches the current contact information;
    若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;If yes, obtaining customer policy information corresponding to the contact information, and determining corresponding original sales agent information according to the customer policy information;
    判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。Determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, assigning the processing task generated according to the current access behavior to the original sales agent.
  2. 根据权利要求1所述的客服坐席确定方法,所述联系信息对应至少一个客户保单信息,所述获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息包括:The customer service agent determining method according to claim 1, wherein the contact information corresponds to at least one customer policy information, the customer policy information corresponding to the contact information is obtained, and corresponding original sales agent information is determined according to the customer policy information. include:
    获取所述联系信息对应的至少一个客户保单信息;Obtaining at least one customer policy information corresponding to the contact information;
    根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息;Determining characteristic customer policy information according to at least one of the insured date or contract signing date, recent customer contact time, and insurance amount of each customer policy information obtained;
    根据所述特征客户保单信息确定对应的原销售坐席信息。Corresponding original sales agent information is determined according to the characteristic customer policy information.
  3. 根据权利要求2所述的客服坐席确定方法,所述根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息包括:The customer service agent determining method according to claim 2, wherein the determining the characteristic customer policy information according to at least one of a start date or a contract signing date, a recent customer contact time, and an insurance amount of each acquired customer policy information comprises:
    根据获取的各个客户保单信息的起保日期或合同签订日期,将起保日期或合同签订日期最新的客户保单信息确定为特征客户保单信息。According to the obtained start date or contract signing date of each customer policy information, the latest customer policy information of the start date or the contract signing date is determined as the characteristic customer policy information.
  4. 根据权利要求2所述的客服坐席确定方法,所述根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息包括:根据获取的各个客户保单信息的最近客户联系时间,将最近客户联系时间最新的客户保单信息确定为特征客户保单信息;或,根据获取的各个客户保单信息的保险金额,将保险金额最大的客户保单信息确定为特征客户保单信息。The customer service agent determining method according to claim 2, wherein the determining the characteristic customer policy information according to at least one of a start date or a contract signing date, a recent customer contact time, and an insurance amount of each acquired customer policy information includes: Obtain the latest customer contact time of each customer policy information, and determine the latest customer policy information of the latest customer contact time as the characteristic customer policy information; or, according to the obtained insurance amount of each customer policy information, the customer insurance information with the largest insurance amount Determined as characteristic customer policy information.
  5. 根据权利要求1所述的客服坐席确定方法,所述客户信息还包括客户籍贯信息,所述联系信息对应至少一个客户保单信息,所述获取所述联系信息对应的客 户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息包括:The customer service agent determining method according to claim 1, wherein the customer information further includes customer origin information, the contact information corresponding to at least one customer policy information, the obtaining customer policy information corresponding to the contact information, and according to the The customer policy information determines the corresponding original sales agent information including:
    获取所述联系信息对应的至少一个客户保单信息;Obtaining at least one customer policy information corresponding to the contact information;
    根据获取的各个客户保单信息确定各个保单信息对应的原销售坐席的籍贯信息,将与所述客户籍贯信息相匹配的保单信息确定为客户特征保单信息。The home information of the original sales agent corresponding to each policy information is determined according to the obtained individual customer policy information, and the policy information matching the customer hometown information is determined as the customer feature policy information.
  6. 根据权利要求1所述的客服坐席确定方法,所述客户信息还包括备用对接人信息,判断所述原销售坐席信息对应的原销售坐席是否在职,如果该保单的原销售坐席离职或调岗,则将所述处理任务分配给所述备用对接人信息对应的备用对接人。The customer service agent determining method according to claim 1, wherein the customer information further includes an alternate docking person information, and determining whether the original sales agent corresponding to the original sales agent information is employed, and if the original sales agent of the policy is resigned or transferred, And the processing task is allocated to the alternate docker corresponding to the alternate docking information.
  7. 根据权利要求6所述的客服坐席确定方法,判断所述原销售坐席信息对应的原销售坐席是否在职,若所述原销售坐席在职,则判断所述原销售坐席当前是否空闲,若是则将所述处理任务分配给所述原销售坐席,若否将所述处理任务分配给所述备用对接人信息对应的备用对接人。The customer service agent determining method according to claim 6, determining whether the original sales agent corresponding to the original sales agent information is employed, and if the original sales agent is in service, determining whether the original sales agent is currently idle, and if so, The processing task is allocated to the original sales agent, and if the processing task is not assigned to the alternate docking person corresponding to the alternate docking information.
  8. 一种客服坐席确定装置,包括:A customer service agent determining device, comprising:
    存储模块,用于预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;a storage module, configured to pre-record customer information of the customer into a customer service center database, where the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information;
    查找模块,用于获取所述客户的当前接入行为中所使用的当前联系信息;判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;a search module, configured to obtain current contact information used in the current access behavior of the client; determine whether the customer service center database has contact information that matches the current contact information; if yes, obtain the The customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information;
    判断模块,用于判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。The determining module is configured to determine whether the original sales agent corresponding to the original sales agent information is employed, and if yes, assign the processing task generated according to the current access behavior to the original sales agent.
  9. 一种计算机设备,包括存储器和处理器,所述存储器中存储有计算机可读指令,所述计算机可读指令被所述处理器执行时,使得所述处理器执行一种客服坐席确定方法,其中所述客服坐席确定方法包括以下步骤:A computer apparatus comprising a memory and a processor, the memory storing computer readable instructions, the computer readable instructions being executed by the processor, causing the processor to perform a method of determining a customer service agent, wherein The customer service agent determination method includes the following steps:
    预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;The customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information;
    获取所述客户的当前接入行为中所使用的当前联系信息;Obtaining current contact information used in the current access behavior of the client;
    判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;Determining whether the customer service center database has contact information that matches the current contact information;
    若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确 定对应的原销售坐席信息;If yes, obtaining customer policy information corresponding to the contact information, and determining corresponding original sales agent information according to the customer policy information;
    判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。Determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, assigning the processing task generated according to the current access behavior to the original sales agent.
  10. 根据权利要求9所述的计算机设备,所述联系信息对应至少一个客户保单信息,所述获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息包括:The computer device according to claim 9, wherein the contact information corresponds to at least one customer policy information, the obtaining the customer policy information corresponding to the contact information, and determining the corresponding original sales agent information according to the customer policy information comprises:
    获取所述联系信息对应的至少一个客户保单信息;Obtaining at least one customer policy information corresponding to the contact information;
    根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息;Determining characteristic customer policy information according to at least one of the insured date or contract signing date, recent customer contact time, and insurance amount of each customer policy information obtained;
    根据所述特征客户保单信息确定对应的原销售坐席信息。Corresponding original sales agent information is determined according to the characteristic customer policy information.
  11. 根据权利要求10所述的计算机设备,所述根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息包括:The computer device according to claim 10, wherein the determining the characteristic customer policy information according to at least one of a start date or a contract signing date, a recent customer contact time, and an insurance amount of each of the acquired customer policy information comprises:
    根据获取的各个客户保单信息的起保日期或合同签订日期,将起保日期或合同签订日期最新的客户保单信息确定为特征客户保单信息。According to the obtained start date or contract signing date of each customer policy information, the latest customer policy information of the start date or the contract signing date is determined as the characteristic customer policy information.
  12. 根据权利要求10所述的计算机设备,所述根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息包括:The computer device according to claim 10, wherein the determining the characteristic customer policy information according to at least one of a start date or a contract signing date, a recent customer contact time, and an insurance amount of each of the acquired customer policy information comprises:
    根据获取的各个客户保单信息的最近客户联系时间,将最近客户联系时间最新的客户保单信息确定为特征客户保单信息;或,根据获取的各个客户保单信息的保险金额,将保险金额最大的客户保单信息确定为特征客户保单信息。According to the latest customer contact time of each customer policy information obtained, the latest customer policy information of the latest customer contact time is determined as the characteristic customer policy information; or, according to the obtained insurance amount of each customer policy information, the customer insurance policy with the largest insurance amount is obtained. The information is determined as characteristic customer policy information.
  13. 根据权利要求9所述的计算机设备,所述客户信息还包括客户籍贯信息,所述联系信息对应至少一个客户保单信息,所述获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息包括:The computer device according to claim 9, wherein the customer information further includes customer origin information, the contact information corresponding to at least one customer policy information, the obtaining customer policy information corresponding to the contact information, and according to the customer policy The information determines the corresponding original sales agent information including:
    获取所述联系信息对应的至少一个客户保单信息;Obtaining at least one customer policy information corresponding to the contact information;
    根据获取的各个客户保单信息确定各个保单信息对应的原销售坐席的籍贯信息,将与所述客户籍贯信息相匹配的保单信息确定为客户特征保单信息。The home information of the original sales agent corresponding to each policy information is determined according to the obtained individual customer policy information, and the policy information matching the customer hometown information is determined as the customer feature policy information.
  14. 一种存储有计算机可读指令的非易失性存储介质,所述计算机可读指令被一个或多个处理器执行时,使得一个或多个处理器执行一种客服坐席确定方法,其中所述客服坐席确定包括以下步骤:A non-volatile storage medium storing computer readable instructions, when executed by one or more processors, causing one or more processors to perform a customer agent determination method, wherein The customer service agent determines the following steps:
    预先将客户的客户信息录入客户服务中心数据库,所述客户信息包括联系信息、 对应所述联系信息的客户保单信息和对应所述客户保单信息的原销售坐席信息;The customer information of the customer is entered into the customer service center database in advance, and the customer information includes contact information, customer policy information corresponding to the contact information, and original sales agent information corresponding to the customer policy information;
    获取所述客户的当前接入行为中所使用的当前联系信息;Obtaining current contact information used in the current access behavior of the client;
    判断所述客户服务中心数据库中是否具有与所述当前联系信息相匹配的联系信息;Determining whether the customer service center database has contact information that matches the current contact information;
    若是,则获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息;If yes, obtaining customer policy information corresponding to the contact information, and determining corresponding original sales agent information according to the customer policy information;
    判断所述原销售坐席信息对应的原销售坐席是否在职,若是,则将根据所述当前接入行为产生的处理任务分配给所述原销售坐席。Determining whether the original sales agent corresponding to the original sales agent information is employed, and if so, assigning the processing task generated according to the current access behavior to the original sales agent.
  15. 根据权利要求14所述的存储有计算机可读指令的非易失性存储介质,所述联系信息对应至少一个客户保单信息,所述获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息包括:The non-volatile storage medium storing computer readable instructions according to claim 14, wherein the contact information corresponds to at least one customer policy information, the customer policy information corresponding to the contact information is obtained, and according to the customer The policy information determines the corresponding original sales agent information including:
    获取所述联系信息对应的至少一个客户保单信息;Obtaining at least one customer policy information corresponding to the contact information;
    根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息;Determining characteristic customer policy information according to at least one of the insured date or contract signing date, recent customer contact time, and insurance amount of each customer policy information obtained;
    根据所述特征客户保单信息确定对应的原销售坐席信息。Corresponding original sales agent information is determined according to the characteristic customer policy information.
  16. 根据权利要求15所述的存储有计算机可读指令的非易失性存储介质,所述根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息包括:A non-volatile storage medium storing computer readable instructions according to claim 15, wherein said at least one of a start date or a contract signing date, a recent customer contact time, and an insurance amount of each of the acquired customer policy information Item Determination Features Customer policy information includes:
    根据获取的各个客户保单信息的起保日期或合同签订日期,将起保日期或合同签订日期最新的客户保单信息确定为特征客户保单信息。According to the obtained start date or contract signing date of each customer policy information, the latest customer policy information of the start date or the contract signing date is determined as the characteristic customer policy information.
  17. 根据权利要求15所述的存储有计算机可读指令的非易失性存储介质,所述根据获取的各个客户保单信息的起保日期或合同签订日期、最近客户联系时间、保险金额中的至少一项确定特征客户保单信息包括:A non-volatile storage medium storing computer readable instructions according to claim 15, wherein said at least one of a start date or a contract signing date, a recent customer contact time, and an insurance amount of each of the acquired customer policy information Item Determination Features Customer policy information includes:
    根据获取的各个客户保单信息的最近客户联系时间,将最近客户联系时间最新的客户保单信息确定为特征客户保单信息;或,根据获取的各个客户保单信息的保险金额,将保险金额最大的客户保单信息确定为特征客户保单信息。According to the latest customer contact time of each customer policy information obtained, the latest customer policy information of the latest customer contact time is determined as the characteristic customer policy information; or, according to the obtained insurance amount of each customer policy information, the customer insurance policy with the largest insurance amount is obtained. The information is determined as characteristic customer policy information.
  18. 根据权利要求14所述的存储有计算机可读指令的非易失性存储介质,所述客户信息还包括客户籍贯信息,所述联系信息对应至少一个客户保单信息,所述获取所述联系信息对应的客户保单信息,并根据所述客户保单信息确定对应的原销售坐席信息包括:The non-volatile storage medium storing computer readable instructions according to claim 14, wherein the customer information further comprises customer origin information, the contact information corresponds to at least one customer policy information, and the obtaining the contact information corresponds to The customer policy information, and determining the corresponding original sales agent information according to the customer policy information includes:
    获取所述联系信息对应的至少一个客户保单信息;Obtaining at least one customer policy information corresponding to the contact information;
    根据获取的各个客户保单信息确定各个保单信息对应的原销售坐席的籍贯信息,将与所述客户籍贯信息相匹配的保单信息确定为客户特征保单信息。The home information of the original sales agent corresponding to each policy information is determined according to the obtained individual customer policy information, and the policy information matching the customer hometown information is determined as the customer feature policy information.
  19. 根据权利要求14所述的存储有计算机可读指令的非易失性存储介质,所述客户信息还包括备用对接人信息,判断所述原销售坐席信息对应的原销售坐席是否在职,如果该保单的原销售坐席离职或调岗,则将所述处理任务分配给所述备用对接人信息对应的备用对接人。The non-volatile storage medium storing computer readable instructions according to claim 14, wherein the customer information further comprises alternate docking information, and determining whether the original sales agent corresponding to the original sales agent information is in service, if the policy If the original sales agent leaves or relocates, the processing task is assigned to the alternate docker corresponding to the alternate docking information.
  20. 根据权利要求19所述的存储有计算机可读指令的非易失性存储介质,判断所述原销售坐席信息对应的原销售坐席是否在职,若所述原销售坐席在职,则判断所述原销售坐席当前是否空闲,若是则将所述处理任务分配给所述原销售坐席,若否将所述处理任务分配给所述备用对接人信息对应的备用对接人。The non-volatile storage medium storing computer readable instructions according to claim 19, determining whether the original sales agent corresponding to the original sales agent information is employed, and if the original sales agent is employed, determining the original sales Whether the agent is currently idle, if yes, assigning the processing task to the original sales agent, and if not, assigning the processing task to the alternate docking person corresponding to the alternate docking information.
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