WO1998025386A2 - System connecting remote agents over standard telephone lines - Google Patents

System connecting remote agents over standard telephone lines Download PDF

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Publication number
WO1998025386A2
WO1998025386A2 PCT/CA1997/000890 CA9700890W WO9825386A2 WO 1998025386 A2 WO1998025386 A2 WO 1998025386A2 CA 9700890 W CA9700890 W CA 9700890W WO 9825386 A2 WO9825386 A2 WO 9825386A2
Authority
WO
WIPO (PCT)
Prior art keywords
customer
agent
call
service
switches
Prior art date
Application number
PCT/CA1997/000890
Other languages
French (fr)
Other versions
WO1998025386A3 (en
Inventor
Robert W. Petrunka
Robert L. Smith
Original Assignee
Northern Telecom Limited
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from US08/833,990 external-priority patent/US5987115A/en
Application filed by Northern Telecom Limited filed Critical Northern Telecom Limited
Priority to CA002242092A priority Critical patent/CA2242092C/en
Publication of WO1998025386A2 publication Critical patent/WO1998025386A2/en
Publication of WO1998025386A3 publication Critical patent/WO1998025386A3/en

Links

Classifications

    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q11/00Selecting arrangements for multiplex systems
    • H04Q11/04Selecting arrangements for multiplex systems for time-division multiplexing
    • H04Q11/0428Integrated services digital network, i.e. systems for transmission of different types of digitised signals, e.g. speech, data, telecentral, television signals
    • H04Q11/0435Details
    • 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
    • H04M3/5125Centralised call answering arrangements requiring operator intervention, e.g. call or contact centers for telemarketing with remote located operators
    • 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
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q3/00Selecting arrangements
    • H04Q3/64Distributing or queueing
    • H04Q3/66Traffic distributors
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/4228Systems providing special services or facilities to subscribers in networks
    • H04M3/42297Systems providing special services or facilities to subscribers in networks with number portability
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/487Arrangements for providing information services, e.g. recorded voice services or time announcements
    • H04M3/493Interactive information services, e.g. directory enquiries ; Arrangements therefor, e.g. interactive voice response [IVR] systems or voice portals
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04MTELEPHONIC COMMUNICATION
    • H04M3/00Automatic or semi-automatic exchanges
    • H04M3/42Systems providing special services or facilities to subscribers
    • H04M3/487Arrangements for providing information services, e.g. recorded voice services or time announcements
    • H04M3/493Interactive information services, e.g. directory enquiries ; Arrangements therefor, e.g. interactive voice response [IVR] systems or voice portals
    • H04M3/4931Directory assistance systems
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13034A/D conversion, code compression/expansion
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13072Sequence circuits for call signaling, ACD systems
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13091CLI, identification of calling line
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13095PIN / Access code, authentication
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13097Numbering, addressing
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13102Common translator
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13103Memory
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13141Hunting for free outlet, circuit or channel
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/1322PBX
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13224Off-net subscriber, dial in to/out from network, teleworking
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/1328Call transfer, e.g. in PBX
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13282Call forward, follow-me, call diversion
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13349Network management
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13377Recorded announcement
    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04QSELECTING
    • H04Q2213/00Indexing scheme relating to selecting arrangements in general and for multiplex systems
    • H04Q2213/13389LAN, internet

Definitions

  • the present invention relates generally to a call management system and more
  • ACD Asset Distribution
  • ACDs integrated with a Private Branch Exchange (PBX), and central office based
  • ACDs The most commonly used type is the ACD integrated with a PBX.
  • the ACD handles the routing of calls to the agents and provides
  • the local ACD to report status changes, such as logging on, logging off, and agent
  • ISDN Integrated Services Digital Network
  • circuitry to permanently monitor dual tone multi-frequency (DTMF) tones on a
  • location to a local, centralized ACD can be complex and difficult to achieve, further
  • the present invention addresses this problem by permitting remote agents to
  • the invention facilitates the servicing of customer calls by service agents.
  • servicing system includes local customer switches, local agents switches, a network switch, and an Automatic Call Distribution (ACD) server.
  • ACD Automatic Call Distribution
  • the local customer switches direct calls to and from the customers and the
  • network receives a call from one of the customers, detects information from the
  • the ACD server receives the detected information from the
  • Fig. 1 is a diagram of a communications network consistent with the principles of the present invention
  • Fig. 2 is a diagram of the components comprising the ACD Server of Fig. 1;
  • Fig. 3 is a flowchart of the agent log-on activity consistent with the principles
  • Fig. 4 is a flowchart of the agent availability and call flow activities consistent with the principles of the present invention
  • Fig. 5 is a flowchart of the agent service activity consistent with the principles
  • Figs. 6A and 6B contain a flowchart of the agent unavailability and log-off
  • Fig. 7 is a diagram of a modified communications network consistent with the
  • Fig. 8 is a diagram of another modified communications network consistent
  • Fig. 1 is a block diagram of a communications network consistent with the
  • Network Call Center (NCC) 1100 connects NCC 1100 to NCC 1100
  • customer 1200 to agent 1300 of a virtual team of agents A single customer and a
  • Customer 1200 uses a conventional telephone 1210 to communicate with an
  • Switch 1220 is a standard PBX or
  • Class 5 telephone switch connects customer 1200 to NCC 1100 over a standard
  • agent 1300 may use a number of different telephone
  • line terminals such as a standard telephone (not shown) or computer 1310 with a
  • Agent computer 1310 connects over a standard telephone
  • Switch 1320 is a standard PBX or
  • NCC 1100 controls the routing of calls from customer 1200 to agent 1300.
  • Fig. 1 is a block diagram of the elements of NCC 1100, including High Level Switch
  • HSS Home Location
  • ACD server 1120 ACD server 1120
  • IVR Interactive Voice Response unit
  • HLS 1110 is a network switch, such as a DMS Traffic Operator Position
  • HLS 1110 routes calls from customer 1200 to agent 1300.
  • HLS 1110 preferably contains an interface
  • ACD server 1120 that facilitates communication with ACD server 1120 to allow ACD server 1120 to
  • ACD server 1120 includes a computer with an Ethernet or Ethernet-
  • ACD server 1120 preferably preferably
  • UNIXTM-capable computer such as an HP model, the IBM Rise 6000, or any other
  • ACD server 1120 queues customer calls, records information regarding the
  • ACD server provides Management Information System (MIS) data.
  • MIS Management Information System
  • HLS 1120 also processes network events reported by HLS 1110, and takes appropriate
  • Fig. 2 is a block diagram showing the components of ACD server 1120,
  • unit 2010 tracks agent availability and handles the processing of customer calls
  • Call buffer 2020 preferably includes several call queues arranged by
  • the call queues may also contain priority call queues for
  • a call may be placed in a priority call queue, for
  • Agent buffer 2030 preferably contains several agent queues. The agent queues
  • Each agent queue contains values
  • Agents may also need to service multiple queues or just one queue. Agents may also need to
  • IVR 1130 includes a computer, such as a personal computer
  • IVR interactive video recorder
  • ACD server 1130 collects information from the customers to aid ACD server 1120 in categorizing the customer calls, storing them in a proper call queue in ACD server 1120, and
  • IVR 1130 plays announcements or music for
  • IVR 1130 also interacts with
  • agents to collect agent status information such as an agent logging on, logging off,
  • Figs. 3-6B are flowcharts illustrating the operation of the network call center
  • FIG. 3 is a flowchart of the
  • agent log-on activity that occurs when an agent, such as agent 1300 in Fig. 1, wants to
  • Agent 1300 places a standard voice telephone call using a
  • the predetermined telephone number is established by the operating telephone company
  • agent team and notifies NCC 1100 of agent activity.
  • Agent 1300 calls routes to NCC 1100 through switch 1320 and the PSTN.
  • HLS 1110 receives the call and identifies it as one requiring the services of ACD
  • HLS 1110 sets up a data session between HLS
  • ACD server 1110 and ACD server 1120 over a data path, such as an Ethernet or Ethernet-
  • HLS 1110 sets up the data session.
  • This information preferably includes the calling number and the called number of agent 1300's call.
  • ACD server 1120 Using the information supplied by HLS 1 110, ACD server 1120 identifies the
  • server 1120 might make this identification by comparing the calling number to a
  • ACD server 1120 directs HLS 1110 to set up a voice connection between
  • ACD server 1120 instructs IVR 1130 to prompt agent 1300 to enter an agent identifier and a password using DTMF digits or speech [step 3050].
  • server 1 120 verifies the agent identifier and password to ensure that only authorized
  • IVR 1130 uses speech recognition
  • ACD server 1120 updates internal records
  • agent 1300 hangs up, thereby completing the log-in
  • Fig. 4 is a
  • a customer such as customer 1200, places a voice call for a
  • customer 1200 dials a telephone number, typically a toll free number, for the desired service.
  • Switch 1220 routes customer 1200's call to NCC 1100 through the PSTN.
  • HLS 1110 receives the call and, from detecting the telephone number customer 1200
  • dialed identifies it as a call requiring the services of ACD server 1120 [step 4020].
  • HLS 1110 sets up a data session with ACD server 1120 [step 4030] and sends
  • ACD server 1120 call information, including the calling and called telephone
  • ACD server 1120 may desire to collect additional information
  • the criteria for collecting additional information is
  • ACD server 1120 might always desire to
  • ACD server 1120 desires additional information from customer 1200, ACD
  • server 1120 directs HLS 1110 to set up a voice connection to IVR 1130 [step 4050].
  • ACD server 1120 Once HLS 1110 connects customer 1200's call to IVR 1130, ACD server 1120
  • ACD server 1120 finds from the agent queues the next
  • agent 1300 that has the necessary skills to service customer 1200
  • ACD server 1120 instructs HLS 1110 to connect customer 1200 to agent 1300
  • ACD server 1120 does not need additional information from customer 1200
  • ACD server 1120 finds from the agent queues the next available agent,
  • ACD server 1120 has regarding customer 1200 [step 4070].
  • server 1120 finds agent 1300, ACD server 1120 instructs HLS 1110 to connect
  • agent 1300 When agent 1300 receives customer 1200's call, the agent service activity
  • Agent 1300 answers customer 1200's call
  • customer 1200 hangs up (places customer telephone 1210 on-hook) [step 5020].
  • Switch 1220 detects the on-hook state of customer telephone 1210 and reports the on-
  • HLS 1110 reports the on-hook state to ACD server 1120.
  • ACD server 1120 In response,
  • ACD server 1120 instructs HLS 1110 to release the connection to customer 1200 if
  • connection to agent 1300 would automatically be dropped when customer 1200 went
  • HLS 1110 executes a software routine to maintain separate
  • agent 1300 After customer 1200 goes on-hook, agent 1300 performs any required post-call
  • agent 1300 goes on-hook, indicating the
  • Switch 1320 detects the on-
  • HLS 1110 reports the on-hook state to ACD server 1120.
  • ACD server 1120 instructs HLS 1110 to release the connection to agent
  • agent 1300 may want to log-off or become unavailable to
  • agent 1300 may desire to
  • HLS HLS
  • 1110 attaches a detection circuit capable of detecting DTMF digits to the connection
  • Agent 1300 then informs HLS 1110 of the desire to log ⁇
  • agent 1300 keys in a set of DTMF digits indicating a desire to be
  • HLS 1110 informs ACD server 1120 of agent 1300's
  • ACD server 1120 updates its records accordingly, performs any necessary Management Information System (MIS) functions, and might additionally
  • MIS Management Information System
  • HLS 1110 to connect agent 1300 to IVR 1130 to confirm the status change.
  • ACD server 1120 determines whether the voice connection to agent
  • ACD server 1120 could make this
  • agent 1300 If the voice connection is maintained, then agent 1300
  • agent 1300 places a call using a predetermined telephone number to
  • agent 1300 wants to log-off instead of becoming temporarily unavailable
  • agent 1300 keys in a set of DTMF digits which are detected by the detection circuit in
  • HLS 1110 [step 6020].
  • HLS In response to a log-off indication from agent 1300, HLS
  • ACD server 1110 informs ACD server 1120 of agent 1300's desire to log-off.
  • ACD server 1120 informs ACD server 1120 of agent 1300's desire to log-off.
  • MIS Health System
  • ACD server 1120 then instructs
  • HLS 1110 to drop the connection to agent 1300 [step 6110].
  • agent 1300 desires to become temporarily unavailable or log-off while
  • agent 1300 places a
  • HLS 1110 receives the call and identifies it as one requiring the services of ACD
  • HLS 1110 sets up a data session between HLS 1110 and ACD server 1120 and passes information about the call to ACD server
  • ACD server 1120 Using the information supplied by HLS 1110, ACD server 1120 identifies the
  • ACD server 1120 directs HLS 1110 to set up a voice
  • ACD server 1120 instructs IVR 1130 to prompt
  • agent 1300 to indicate whether agent 1300 desires to log-off or become temporarily
  • agent 1300 informs IVR 1130 of the desire to become temporarily
  • ACD server 1120 updates its records accordingly and performs any
  • ACD server 1120 determines, through agent 1300's
  • agent 1300 indicates availability by going on-hook [step 6040]. If so, then agent 1300 indicates availability by going on-hook [step 6040]. If so, then agent 1300 indicates availability by going on-hook [step 6040]. If
  • agent 1300 places a call using the
  • predetermined telephone number to indicate availability [step 6050].
  • agent 1300 informs IVR 1130 of the desire to log-off, ACD 1120 again
  • server 1120 then instructs HLS 1110 to drop the connection to agent 1300 [step 6110].
  • Agent Connected to Host Computer is the Agent Connected to Host Computer.
  • Fig. 7 is a diagram of the
  • communications network of Fig. 1 modified such that agent 1300 has a data
  • the data connection might be any conventional data connection, such as an Ethernet connection, and is
  • Fig. 8 is a diagram of the
  • ACD server 1120 communicates with ACD server 1120 to retrieve information about customer
  • ACD server 1120 sends
  • Host computer 8100 relays the
  • agent computer 1310 for display to agent 1300 upon call arrival.
  • agent status information such as an agent logging on
  • a network level switch has been described as providing the call management
  • the ACD Server has
  • Level Switch might alternatively provide this queuing.

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  • Engineering & Computer Science (AREA)
  • Computer Networks & Wireless Communication (AREA)
  • Business, Economics & Management (AREA)
  • Marketing (AREA)
  • Signal Processing (AREA)
  • Telephonic Communication Services (AREA)

Abstract

A call servicing system facilitates the servicing of customer calls by service agents (1300). The call servicing system includes local customer switches (1220), local agents switches (1320), a network switch (1110), and an Automatic Call Distribution (ACD) server (1120). The local customer switches direct calls to and from the customers (1200) and the local agent switches direct calls to and from the service agents. Remote service agents connect to the local agent switches using a single standard telephone line. The network receives a call from one of the customers, detects information from the customer call, and routes the customer call to a remote service agent over the single standard telephone line. The ACD server receives the detected information from the network switch, determines that the remote service agent can service the customer call, and controls the network switch to route the customer call to the remote service agent over the single standard telephone line.

Description

SYSTEM CONNECTING REMOTE AGENTS OVER STANDARD TELEPHONE LINES
BACKGROUND OF THE INVENTION
The present invention relates generally to a call management system and more
particularly to a network in which remote agents connect over standard telephone lines
to service customer calls.
Many businesses use agents or operators to service customers by telephone.
These businesses often employ several agents connected to an Automatic Call
Distribution (ACD) system, such as a Meridian® ACD manufactured by Northern
Telecom, Ltd., to handle multiple calls simultaneously. The call center technology
distributes the calls (usually dialed with a toll free number) to the agents.
There are three principal types of call center technology: standalone ACDs,
ACDs integrated with a Private Branch Exchange (PBX), and central office based
ACDs. The most commonly used type is the ACD integrated with a PBX.
Conventional call centers require agents to have a direct line connection to a
local ACD. The ACD handles the routing of calls to the agents and provides
management and reporting functions. The direct line connection limited, however, the distance from the local ACD agents could locate. Because many businesses want to be able to locate their agents at various
locations, even ones remote from an ACD, some conventional call centers have
technology to allow remote access. These conventional call centers require, in
addition to a voice path, a data path to exist between the remote agent's location and
the local ACD to report status changes, such as logging on, logging off, and agent
availability.
Some call centers use an Integrated Services Digital Network (ISDN) line as
the data path from the local ACD to the remote agent's location, while others use a
second standard telephone line as the data path. Still other centers use special
circuitry to permanently monitor dual tone multi-frequency (DTMF) tones on a
standard telephone line of the remote agent. This special circuitry effectively provides
the data path to the local ACD through which the remote agent reports status changes.
To provide this reporting functionality, these conventional call centers add
significant costs to the remote agent function by requiring an additional data path or
special circuitry. Additionally, establishing the data path from the remote agent
location to a local, centralized ACD can be complex and difficult to achieve, further
limiting the economic viability of the remote agent concept.
SUMMARY OF THE INVENTION
The present invention addresses this problem by permitting remote agents to
connect to a standard local switch over a standard telephone line, thereby eliminating
the requirement for an additional data path, special circuitry, or a connection to a local
ACD. In accordance with the purpose of the invention as embodied and broadly
described herein, the call servicing system according to the principles of the present
invention facilitates the servicing of customer calls by service agents. The call
servicing system includes local customer switches, local agents switches, a network switch, and an Automatic Call Distribution (ACD) server.
The local customer switches direct calls to and from the customers and the
local agent switches direct calls to and from the service agents. Remote service agents
connect to the local agent switches using a single standard telephone line. The
network receives a call from one of the customers, detects information from the
customer call, and routes the customer call to a remote service agent over the single
standard telephone line. The ACD server receives the detected information from the
network switch, determines that the remote service agent can service the customer
call, and controls the network switch to route the customer call to the remote service
agent over the single standard telephone line.
BRIEF DESCRIPTION OF THE DRAWINGS
The accompanying drawings, which are incorporated in and constitute a part of
this specification, illustrate an embodiment of the invention and, together with the
description, explain the objects, advantages and principles of the invention. In the
drawings,
Fig. 1 is a diagram of a communications network consistent with the principles of the present invention;
Fig. 2 is a diagram of the components comprising the ACD Server of Fig. 1; Fig. 3 is a flowchart of the agent log-on activity consistent with the principles
of the present invention;
Fig. 4 is a flowchart of the agent availability and call flow activities consistent with the principles of the present invention;
Fig. 5 is a flowchart of the agent service activity consistent with the principles
of the present invention;
Figs. 6A and 6B contain a flowchart of the agent unavailability and log-off
activities consistent with the principles of the present invention;
Fig. 7 is a diagram of a modified communications network consistent with the
principles of the present invention; and
Fig. 8 is a diagram of another modified communications network consistent
with the principles of the present invention.
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
The following detailed description of the invention refers to the accompanying
drawings. The same reference numbers identify the same or similar elements.
The description includes exemplary embodiments, other embodiments are
possible, and changes may be made to the embodiments described without departing
from the spirit and scope of the invention. The following detailed description does
not limit the invention. Instead, the scope of the invention is defined only by the
appended claims.
Systems and methods consistent with the principles of the present invention
facilitate remote agent servicing by permitting a remote agent at any physical location to service customer calls through a standard local switch using a standard telephone
line.
I. Network Elements.
Fig. 1 is a block diagram of a communications network consistent with the
principles of the present invention. Network Call Center (NCC) 1100 connects
customer 1200 to agent 1300 of a virtual team of agents. A single customer and a
single agent have been shown for simplicity. The present invention does not require
any specific number of customers and agents, but encompasses any number of
customers and agents connected to any switch in the network.
Customer 1200 uses a conventional telephone 1210 to communicate with an
agent in a virtual agent team through NCC 1100 using the public network, such as the
Public Switched Telephone Network (PSTN). Switch 1220 is a standard PBX or
Class 5 telephone switch, and connects customer 1200 to NCC 1100 over a standard
telephone line.
To service customer calls, agent 1300 may use a number of different telephone
line terminals, such as a standard telephone (not shown) or computer 1310 with a
telephony card installed. Agent computer 1310 connects over a standard telephone
line to NCC 1100 via switch 1320 and the PSTN. Switch 1320 is a standard PBX or
Class 5 switch without ACD functionality.
NCC 1100 controls the routing of calls from customer 1200 to agent 1300.
Fig. 1 is a block diagram of the elements of NCC 1100, including High Level Switch
(HLS) 1110, ACD server 1120, and Interactive Voice Response unit (IVR) 1 130.
HLS 1110 is a network switch, such as a DMS Traffic Operator Position
System (TOPS) switch manufactured by Northern Telecom, Ltd. HLS 1110 routes calls from customer 1200 to agent 1300. HLS 1110 preferably contains an interface
that facilitates communication with ACD server 1120 to allow ACD server 1120 to
control call routing.
ACD server 1120 includes a computer with an Ethernet or Ethernet-
equivalent data connection to HLS 1110 and IVR 1130. ACD server 1120 preferably
includes an IBM-compatible computer executing Windows NT™, but might include a
UNIX™-capable computer, such as an HP model, the IBM Rise 6000, or any other
equivalent processor.
ACD server 1120 queues customer calls, records information regarding the
availability of agents, controls the routing of calls by HLS 1110 and the operation of
IVR 1130, and provides Management Information System (MIS) data. ACD server
1120 also processes network events reported by HLS 1110, and takes appropriate
action, such as rerouting calls and releasing called trunks due to busy conditions.
Fig. 2 is a block diagram showing the components of ACD server 1120,
including processing unit 2010, call buffer 2020, and agent buffer 2030. Processing
unit 2010 tracks agent availability and handles the processing of customer calls,
including the queuing of such calls in call buffer 2020 and the routing of these calls to
available agents.
Call buffer 2020 preferably includes several call queues arranged by
categories, such as by agent team, or by customer call criteria, such as the desired
language of the customer. The call queues may also contain priority call queues for
faster service by the agents. A call may be placed in a priority call queue, for
example, after it has waited in call buffer 2020 longer than a predetermined period of time. Agent buffer 2030 preferably contains several agent queues. The agent queues
can be arranged, for example, by agent team. Each agent queue contains values
representing idle agents waiting for a call to service. Similar to the call queues, the
agent queues may contain priority agent queues that are searched first when a new call
arrives needing service.
The particular queues within call buffer 2020 of calls that an agent services
and the queues within agent buffer 2030 of available agents are predetermined by the
operating telephone company, on behalf of the call center service provider. Agents
may need to service multiple queues or just one queue. Agents may also need to
service different queues at different priorities.
Returning to Fig. 1, IVR 1130 includes a computer, such as a personal
computer or a larger mainframe computer, with a voice connection to HLS 1110. IVR
1130 collects information from the customers to aid ACD server 1120 in categorizing the customer calls, storing them in a proper call queue in ACD server 1120, and
directing them to an appropriate agent. IVR 1130 plays announcements or music for
the customers while awaiting service in a call queue. IVR 1130 also interacts with
agents to collect agent status information, such as an agent logging on, logging off,
and agent availability.
II. Processing.
Figs. 3-6B are flowcharts illustrating the operation of the network call center
consistent with the principles of the present invention. Fig. 3 is a flowchart of the
agent log-on activity that occurs when an agent, such as agent 1300 in Fig. 1, wants to
service customer calls. Agent 1300 places a standard voice telephone call using a
predetermined telephone number over a standard telephone line [step 3010]. The predetermined telephone number is established by the operating telephone company
on behalf of the call center service provider, is preferably known only to agents of the
agent team, and notifies NCC 1100 of agent activity.
Agent 1300's call routes to NCC 1100 through switch 1320 and the PSTN.
HLS 1110 receives the call and identifies it as one requiring the services of ACD
server 1120 based on detection of the predetermined telephone number dialed by
agent 1300 [step 3020]. In response, HLS 1110 sets up a data session between HLS
1110 and ACD server 1120 over a data path, such as an Ethernet or Ethernet-
equivalent data path [step 3030]. Once HLS 1110 sets up the data session, HLS 1110
passes information about the call to ACD server 1120. This information preferably includes the calling number and the called number of agent 1300's call.
Using the information supplied by HLS 1 110, ACD server 1120 identifies the
call as one in which an agent is attempting to log-in to service customer calls. ACD
server 1120 might make this identification by comparing the calling number to a
database of agent calling numbers, thus identifying agent 1300 as an agent who is not
currently logged in.
ACD server 1120 directs HLS 1110 to set up a voice connection between
agent 1300 and IVR 1130 [step 3040]. Once HLS 1110 establishes the voice
connection, ACD server 1120 instructs IVR 1130 to prompt agent 1300 to enter an agent identifier and a password using DTMF digits or speech [step 3050]. ACD
server 1 120 verifies the agent identifier and password to ensure that only authorized
agents are permitted to log in [step 3060]. If IVR 1130 uses speech recognition, then
an additional level of security can be attained by recognizing the speech patterns of
authorized agents. Based on the agent identifier, ACD server 1120 updates internal records
indicating the skills agent 1300 has and the queues agent 1300 can serve. At the
completion of the dialogue, agent 1300 hangs up, thereby completing the log-in
process and indicating agent 1300's availability to service customer calls [step 3070].
Once agent 1300 logs in, agent 1300 awaits a customer call. Fig. 4 is a
flowchart of the agent availability and call flow activities according to the principles
of the present invention. A customer, such as customer 1200, places a voice call for a
desired service, such as to make a reservation or to order a product [step 4010]. To
place the voice call, customer 1200 dials a telephone number, typically a toll free number, for the desired service.
Switch 1220 routes customer 1200's call to NCC 1100 through the PSTN.
HLS 1110 receives the call and, from detecting the telephone number customer 1200
dialed, identifies it as a call requiring the services of ACD server 1120 [step 4020].
HLS 1110 then sets up a data session with ACD server 1120 [step 4030] and sends
ACD server 1120 call information, including the calling and called telephone
numbers. At this point, ACD server 1120 may desire to collect additional information
from customer 1200 [step 4040]. The criteria for collecting additional information is
preferably preestablished. For example, ACD server 1120 might always desire to
collect additional information or might desire to collect additional information only
from customers who have not previously called for the particular service.
If ACD server 1120 desires additional information from customer 1200, ACD
server 1120 directs HLS 1110 to set up a voice connection to IVR 1130 [step 4050].
Once HLS 1110 connects customer 1200's call to IVR 1130, ACD server 1120
instructs IVR 1130 to prompt customer 1200 for the desired information [step 4060]. Using this information, ACD server 1120 finds from the agent queues the next
available agent, e.g., agent 1300, that has the necessary skills to service customer 1200
[step 4070]. Once ACD server 1120 finds the appropriate agent, for our example,
agent 1300, ACD server 1120 instructs HLS 1110 to connect customer 1200 to agent
1300 through the PSTN [step 4080].
If ACD server 1120 does not need additional information from customer 1200
[step 4040], ACD server 1120 finds from the agent queues the next available agent,
again agent 1300, that has the necessary skills to service customer 1200, given the
information ACD server 1120 has regarding customer 1200 [step 4070]. Once ACD
server 1120 finds agent 1300, ACD server 1120 instructs HLS 1110 to connect
customer 1200's call to agent 1300 through the PSTN [step 4080].
When agent 1300 receives customer 1200's call, the agent service activity
shown in the flowchart of Fig. 5 occurs. Agent 1300 answers customer 1200's call
and provides the desired service [step 5010]. At the end of the service interaction,
customer 1200 hangs up (places customer telephone 1210 on-hook) [step 5020].
Switch 1220 detects the on-hook state of customer telephone 1210 and reports the on-
hook state to HLS 1110 through the PSTN.
HLS 1110, in turn, reports the on-hook state to ACD server 1120. In response,
ACD server 1120 instructs HLS 1110 to release the connection to customer 1200 if
HLS 1110 has not already done so [step 5030]. In conventional systems, the
connection to agent 1300 would automatically be dropped when customer 1200 went
on-hook. HLS 1110, however, executes a software routine to maintain separate
control over the connections to customer 1200 and agent 1300. This allows HLS 1110 to maintain the connection to agent 1300 after releasing the connection to
customer 1200 [step 5030].
After customer 1200 goes on-hook, agent 1300 performs any required post-call
work [step 5040]. After finishing, agent 1300 goes on-hook, indicating the
availability to service another customer call [step 5050]. Switch 1320 detects the on-
hook state of agent 1300 and reports the on-hook state to HLS 1110 through the
PSTN. HLS 1110, in turn, reports the on-hook state to ACD server 1120. In
response, ACD server 1120 instructs HLS 1110 to release the connection to agent
1300 if HLS 1110 has not already done so [step 5060].
At some point, agent 1300 may want to log-off or become unavailable to
service customer calls for a period of time without having to log-off. Figs. 6 A and 6B
contain a flowchart of the agent unavailability and log-off activities consistent with the principles of the present invention.
While servicing a customer, such as customer 1200, agent 1300 may desire to
become unavailable or log-off when completing the service [step 6010]. When agent
1300 completes service for customer 1200 and customer 1200 goes on-hook, HLS
1110 attaches a detection circuit capable of detecting DTMF digits to the connection
maintained with agent 1300. Agent 1300 then informs HLS 1110 of the desire to log¬
off or become temporarily unavailable by keying in a set of DTMF digits which are
interpreted by the detection circuit [step 6020].
If agent 1300 keys in a set of DTMF digits indicating a desire to be
temporarily unavailable, HLS 1110 informs ACD server 1120 of agent 1300's
unavailability. ACD server 1120 updates its records accordingly, performs any necessary Management Information System (MIS) functions, and might additionally
instruct HLS 1110 to connect agent 1300 to IVR 1130 to confirm the status change.
Next, ACD server 1120 determines whether the voice connection to agent
1300 should be maintained [step 6030]. ACD server 1120 could make this
determination from DTMF digits keyed in by agent 1300 or through agent 1300's
dialogue with IVR 1130. If the voice connection is maintained, then agent 1300
indicates its availability by going on-hook [step 6040]. If the voice connection is not
maintained, then agent 1300 places a call using a predetermined telephone number to
indicate availability [step 6050].
If agent 1300 wants to log-off instead of becoming temporarily unavailable,
agent 1300 keys in a set of DTMF digits which are detected by the detection circuit in
HLS 1110 [step 6020]. In response to a log-off indication from agent 1300, HLS
1110 informs ACD server 1120 of agent 1300's desire to log-off. ACD server 1120
updates its records accordingly, performs any necessary Management Information
System (MIS) functions, and might additionally instruct HLS 1110 to connect agent
1300 to IVR 1130 to confirm the log-off indication. ACD server 1120 then instructs
HLS 1110 to drop the connection to agent 1300 [step 6110].
When agent 1300 desires to become temporarily unavailable or log-off while
idle, that is, while not servicing any customer calls [step 6010], agent 1300 places a
standard voice telephone call using the predetermined telephone number [step 6060].
HLS 1110 receives the call and identifies it as one requiring the services of ACD
server 1120 based on detection of the predetermined telephone number dialed by
agent 1300 [step 6070]. In response, HLS 1110 sets up a data session between HLS 1110 and ACD server 1120 and passes information about the call to ACD server
1120.
Using the information supplied by HLS 1110, ACD server 1120 identifies the
call as one from an agent. ACD server 1120 directs HLS 1110 to set up a voice
connection between agent 1300 and IVR 1130 [step 6080]. Once HLS 1110
establishes the voice connection, ACD server 1120 instructs IVR 1130 to prompt
agent 1300 to indicate whether agent 1300 desires to log-off or become temporarily
unavailable [step 6090].
If agent 1300 informs IVR 1130 of the desire to become temporarily
unavailable, ACD server 1120 updates its records accordingly and performs any
necessary MIS functions. ACD server 1120 then determines, through agent 1300's
dialogue with IVR 1130, whether to maintain the voice connection to agent 1300 [step
6030]. If so, then agent 1300 indicates availability by going on-hook [step 6040]. If
the voice connection is not maintained, then agent 1300 places a call using the
predetermined telephone number to indicate availability [step 6050].
If agent 1300 informs IVR 1130 of the desire to log-off, ACD 1120 again
updates its records accordingly and performs any necessary MIS functions. ACD
server 1120 then instructs HLS 1110 to drop the connection to agent 1300 [step 6110]. III. Agent Connected to Host Computer.
Conventional call centers typically include a host computer from which agents
can obtain customer records, place orders, etc. Fig. 7 is a diagram of the
communications network of Fig. 1 modified such that agent 1300 has a data
connection to host computer 7100 through which agent 1300 obtains customer
records, places orders, etc. by conventional mechanisms. The data connection might be any conventional data connection, such as an Ethernet connection, and is
completely separate from the standard telephone line used by agent 1300 to service
customer calls.
Conventional call centers also commonly use data collected from a customer
to drive initial presentation screens on the agents' terminals. Fig. 8 is a diagram of the
communications network of Fig. 7 modified such that host computer 8100 connects to
both agent 1300 and ACD server 1120 over conventional data paths. Host computer
8100 communicates with ACD server 1120 to retrieve information about customer
1200 by conventional mechanisms. For example, if IVR 1130, in its dialogue with
customer 1200, retrieves customer 1200's account number, ACD server 1120 sends
this information to host computer 8100. Host computer 8100, in turn, relays the
information to agent computer 1310 for display to agent 1300 upon call arrival.
Another benefit of the network arrangement shown in Fig. 8 is that the data
connection between agent computer 1310, host computer 8100, and ACD server 1120
can be used to exchange agent status information, such as an agent logging on,
logging off, and agent availability.
IV. Conclusion.
The systems and methods according to the principles of the present invention
support remote agent functions by permitting service agents to service customer calls
through a standard local switch over a standard telephone line.
The foregoing description of preferred embodiments of the present invention
provides illustration and description, but is not intended to be exhaustive or to limit
the invention to the precise form disclosed. Modifications and variations are possible in light of the above teachings or may be acquired from practice of the invention. The
scope of the invention is defined by the claims and their equivalents.
A network level switch has been described as providing the call management
functionality. However, this need not be the case. The call management functionality
might alternatively be provided by a local switch. Furthermore, the ACD Server has
been described as containing the customer and agent queues. However, the High
Level Switch might alternatively provide this queuing.

Claims

WHAT IS CLAIMED IS:
1. A call servicing system comprising:
a plurality of customer switches, coupled to customers, configured to direct
calls to and from the customers;
a plurality of agent switches, coupled to service agents, configured to direct
calls to and from the service agents, at least one of the agents connecting to one of the
agent switches using a single standard telephone line;
network switching means connected to the customer switches and the agent
switches, and including
means for receiving a call from one of the customers,
means for detecting information from the customer call, and
means for routing the customer call to the one service agent via the one
agent switch over the single standard telephone line; and
Automatic Call Distribution (ACD) server means connected to the network
switching means, and including
means for receiving the detected information from the network
switching means,
means for determining that the one service agent can service the
customer call, and
means for controlling the network switching means to route the
customer call to the one service agent via the one agent switch.
2. The system of claim 1, wherein the one agent switch includes
a local switch lacking ACD functionality.
3. A method for managing calls at a network call center, comprising the steps of:
receiving a call from a customer requesting service;
determining a service agent that can process the customer call;
establishing a connection to the service agent over a single standard telephone
line to permit the service agent to service the customer call;
dropping a connection to the customer in response to an indication by the
customer while maintaining the connection to the service agent; and
dropping the connection to the service agent in response to an indication by the
service agent.
4. The method of claim 3, further comprising the step of
detecting call information from the received customer call, and
wherein the determining step includes the substep of
determining a service agent that can process the customer call based on
the detected call information.
5. A method of servicing calls from customers by agents connected to a
network call center via local agent switches, comprising the steps of:
connecting a terminal of one of the agents to one of the local agent switches using a single standard telephone line;
logging into the network call center using the agent terminal;
receiving a call from a customer requesting service at the agent terminal over
the standard telephone line, the network call center establishing a connection from the
customer to the agent terminal through the network call center;
servicing the customer call; and
performing post-call work after the customer terminates the customer call, the
network call center dropping the connection to the customer and maintaining the
connection to the agent terminal when the customer terminates the customer call.
6. A network call center for managing service calls from customers
coupled to customer switches to service agents coupled to agent switches, comprising:
a network switch connected to the customer switches and to the agent
switches, and including
means for receiving the service calls from the customers,
means for detecting call information from the service calls,
means for establishing voice connections between the customers and
the service agents to route the service calls to the service agents, and
means for separately dropping the voice connections, the network
switch maintaining separate control over a voice connection between one of
the customers and one of the service agents in such a manner that the network
switch separately drops a voice connection to the one customer while
maintaining a voice connection to the one service agent; and
an Automatic Call Distribution (ACD) server connected to the network switch,
and including
means for receiving the call information from the network switch,
means for queuing the service calls, and
means for controlling the establishing and dropping of the voice
connections between the customers and the service agents.
7. In a network that routes calls from customers coupled to customer
switches to service agents coupled to agent switches, a network switch controlled by
an Automatic Call Distribution (ACD) server and comprising:
means for receiving a customer call from one of the customers via a
corresponding customer switch;
means for detecting call information from the customer call;
means for sending the call information to the ACD server;
means for receiving routing instructions from the ACD server, the routing
instructions directing the customer call to one of the service agents;
means for establishing a voice connection between the customer and the
service agent to route the customer call to the service agent via a corresponding one of
the agent switches according to the routing instructions;
means for dropping the voice connection to the customer in response to
indication by the customer while maintaining the voice connection to the service
agent; and
means for dropping the voice connection to the service agent in response to
indication by the service agent.
8. A method for routing calls from customers coupled to customer
switches to service agents coupled to agent switches via a network switch controlled
by an Automatic Call Distribution (ACD) server, the method executed by the network
switch comprising the steps of:
receiving a customer call from one of the customers via a corresponding
customer switch;
detecting call information from the customer call;
sending the call information to the ACD server;
receiving routing instructions from the ACD server, the routing instructions
directing the customer call to one of the service agents;
establishing a voice connection between the customer and the service agent to
route the customer call to the service agent via a corresponding one of the agent
switches according to the routing instructions;
dropping the voice connection to the customer in response to indication by the
customer while maintaining the voice connection to the service agent; and
dropping the voice connection to the service agent in response to indication by the service agent.
9. In a network for routing calls from customers coupled to customer
switches to service agents coupled to agent switches, an Automatic Call Distribution
(ACD) server controlling a network switch coupled to the customer and agent
switches, and comprising:
means for receiving call information from the network switch, the call
information being information detected by the network switch regarding a call
received from one of the customers;
means for determining an identity of one of the service agents that can service
the call;
means for instructing the network switch to establish a voice connection
between the customer and the service agent to route the call to the service agent via a
corresponding one of the agent switches;
means for directing the network switch to drop the voice connection to the
customer while maintaining the voice connection to the service agent; and
means for directing the network switch to drop the voice connection to the
service agent.
10. A method for routing calls from customers coupled to customer
switches to service agents coupled to agent switches, an Automatic Call Distribution
(ACD) server controlling a network switch coupled to the customer and agent
switches, the method executed by the ACD server comprising the steps of:
receiving call information from the network switch, the call information being
information detected by the network switch regarding a call received from one of the
customers;
determining an identity of one of the service agents that can service the call;
instructing the network switch to establish a voice connection between the
customer and the service agent to route the call to the service agent via a
corresponding one of the agent switches;
directing the network switch to drop the voice connection to the customer
while maintaining the voice connection to the service agent; and
directing the network switch to drop the voice connection to the service agent.
PCT/CA1997/000890 1996-12-03 1997-11-27 System connecting remote agents over standard telephone lines WO1998025386A2 (en)

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US08/833,990 1997-04-11
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WO1998025386A3 (en) 1998-08-20
CA2242094C (en) 2002-07-09
CA2242094A1 (en) 1998-06-11

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