WO2019052164A1 - 一种视频回访方法、装置、设备及存储介质 - Google Patents

一种视频回访方法、装置、设备及存储介质 Download PDF

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Publication number
WO2019052164A1
WO2019052164A1 PCT/CN2018/082444 CN2018082444W WO2019052164A1 WO 2019052164 A1 WO2019052164 A1 WO 2019052164A1 CN 2018082444 W CN2018082444 W CN 2018082444W WO 2019052164 A1 WO2019052164 A1 WO 2019052164A1
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Prior art keywords
video
user
agent
client
information
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PCT/CN2018/082444
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English (en)
French (fr)
Inventor
陈茂林
杨承勇
侯绪梅
曾荀
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平安科技(深圳)有限公司
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Publication of WO2019052164A1 publication Critical patent/WO2019052164A1/zh

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Classifications

    • HELECTRICITY
    • H04ELECTRIC COMMUNICATION TECHNIQUE
    • H04NPICTORIAL COMMUNICATION, e.g. TELEVISION
    • H04N7/00Television systems
    • H04N7/14Systems for two-way working
    • H04N7/141Systems for two-way working between two video terminals, e.g. videophone

Definitions

  • the present application relates to the field of returning to visit, and in particular, to a video returning method, device, device and storage medium.
  • the existing personal insurance new contract users generally use the telephone return visit method. Since the telephone return visit is initiated by the agent, there is a problem that the user is inconvenient to answer or think to be disturbed. At the same time, in the process of telephone communication, it is difficult for users to understand professional problems, resulting in inefficient communication. This causes the return visit not only to solve the user's problem, but to cause trouble to the user, which results in the cost of returning visits, and the problem of not achieving good results.
  • the technical problem to be solved by the present application is to provide a video returning method, device, device and storage medium for solving the deficiencies of the prior art, so as to solve the problem that the existing active outgoing call return communication is inefficient.
  • a video return method includes the following steps:
  • the client When the request for the video return of the application sent by the user is received, the client is allocated a client to establish a video connection with the client, where the request carries the policy information;
  • the questionnaire information corresponding to the policy information is read, and a video question and answer is performed according to the questionnaire information to implement a video return visit.
  • a video returning device includes:
  • a video connection module configured to: when receiving a request for a video return call sent by the user end, assign a seat end to the client end, so that the agent end establishes a video connection with the user end, where the request carries a policy information;
  • the verification module is configured to collect the user information corresponding to the user end through the agent end, and verify the user information according to the first user information corresponding to the policy information;
  • the video returning module is configured to read the questionnaire information corresponding to the policy information when the verification is successful, and perform a video question and answer according to the questionnaire information to implement a video return visit.
  • a video returning device comprising a processor, a memory and a communication bus;
  • the communication bus is used to implement connection communication between a processor and a memory
  • the processor is configured to execute a video return procedure in the memory to implement the steps of the video return method as described above.
  • a computer readable storage medium storing one or more programs, the one or more programs being executable by one or more processors to implement a video return method as described above step.
  • the present application provides a video returning method, apparatus, device, and storage medium, and the method includes: the video returning method receives a video return request initiated by a user end, and passes The policy number carried by the call retrieves the corresponding return visit data, wherein the return visit data includes user information and questionnaire information. Then, the corresponding seat end level is determined according to the user information, and the user information collected by the agent side is verified. When the verification is passed, the video return visit is started, and during the video return visit, the screen sharing technology is used to share the document image to the display interface for providing User view.
  • the user receives a return visit request initiated by the user to perform a return visit, and implements face-to-face communication by using a video, so that the user receives a return visit in an environment of viewing, listening, and speaking, so that the user's question corresponding to the policy can be efficiently answered, thereby improving the quality of the return visit. And efficiency.
  • FIG. 1 is a flow chart of a preferred implementation of a video returning method provided by the present application
  • step S10 in the video returning method provided by the present application
  • FIG. 3 is a flowchart of step S12 in the video returning method provided by the present application.
  • step S20 is a flowchart of step S20 in the video returning method provided by the present application.
  • FIG. 5 is a flowchart of step S30 in the video returning method provided by the present application.
  • FIG. 6 is a flowchart of step S32 in the video returning method provided by the present application.
  • FIG. 7 is a schematic diagram of an operating environment of a preferred embodiment of a video returning procedure provided by the present application.
  • FIG. 8 is a schematic diagram of functional modules of a preferred embodiment of a video returning device provided by the present application.
  • the present application provides a video returning method, device, and storage medium.
  • the present application will be further described in detail below with reference to the accompanying drawings. It is understood that the specific embodiments described herein are merely illustrative of the application and are not intended to be limiting.
  • FIG. 1 is a flowchart of a preferred embodiment of a video returning method provided by the present application. The method includes:
  • the client end When receiving a request for a video return call sent by the user end, the client end is allocated a seat end to enable the agent end to establish a video connection with the user end, where the request carries policy information.
  • the video return request refers to a video return request initiated by the user through the video returning interface on the user end.
  • the user terminal After the user receives the policy receipt through the user terminal, the user terminal provides a video returning entry for the user to select, so that the user can actively trigger and request the video returning request through the portal, and the user terminal obtains the policy corresponding to the current policy receipt. Information, and the policy information is written into the video return request, and then the video return request is sent to the video returning device.
  • the policy information refers to a policy receipt for uniquely identifying a user's receipt, which may be a policy number. In this way, in the subsequent step, the video return request may be used to perform the checksum corresponding to the return visit data.
  • FIG. 2 is a flowchart of step S10 in the video returning method provided by the present application.
  • step S10 shown includes:
  • step S11 when the video returning device receives the request for the application video returning sent by the user, the request is parsed and the policy information carried by the user is retrieved, and the video is returned through the policy information.
  • the request is verified to determine whether the video return request meets the requirements, and the request is responded to when the request is met, and the video connection is established; when the requirement is not met, the request is discarded.
  • whether the request meets the requirements is verified by looking up the policy information in a preset pumping database.
  • the pumping database is used to save the policy number that meets the video return visit request and its corresponding return visit data.
  • the video returning device before the step S10, performs real-time pumping according to the date of the user signing the policy, and retrieves the policy number of the signed policy and its corresponding returning data, and saves the data to the pumping database. In order to form an object to be returned. Further, if, on the day of the receipt, the user does not receive the video return request initiated by the user, the video returning device matches all the policy information in the pumping database with the policy information of the completed video returning to filter out the unfinished video returning visit.
  • Policy information, and the policy information of the screened unfinished video return visits is called back in accordance with the existing process to avoid missing back visits. In this way, by receiving a video return request and a combination of the active outgoing call return, it is ensured that all the signed policies can be returned to the service.
  • the request for the video return corresponding to the policy information meets the requirement, and the video return request is allowed to be accessed; when not found, the policy number is indicated.
  • the corresponding video return request is not in the object to be returned by the video, and the video return request is discarded. In this way, it is ensured that only the video returning objects that meet the requirements can perform video return visits, avoiding waste of returning resources, and improving returning efficiency.
  • step S12 after the video return request is verified, and after the request meets the requirement, the agent is allocated to the request.
  • the corresponding backend service can be automatically provided according to the user type.
  • the precondition is that the corresponding agent end is a free agent end, so it is also necessary to determine whether the agent is in an idle state.
  • FIG. 3 is a flowchart of a specific embodiment of step S12 in the video returning method provided by the present application.
  • the step S12 includes:
  • the first agent level refers to an agent level corresponding to the policy information.
  • the corresponding user information is retrieved through the policy information, and the user type and the service type corresponding to the user are determined according to the user information, and then the corresponding seat level is determined by the user type and the salesperson type, and is recorded as the first A seating level.
  • the user type may include a pilot level, an aggressive level, and a loyalty level. Look for the clerk type in the salesperson information, for example, 5 stars, 4 stars, 3 stars, 2 stars, 1 star, etc.
  • the seat end level refers to the professional level of the agent end, and may include, for example, an expert seat side, a high level seat side, and a normal seat side.
  • the preset matching rule refers to a preset rule that matches the seat end level according to the user type and the salesperson type.
  • the matching rule may be: the customer type is pilot, and the agent type is 4 stars or 5 stars, and the agent end level is an expert seat; the customer type is aggressive, and the salesperson type is 2 stars or The seat level corresponding to the 3 stars is the advanced seat end; the customer type is loyal, and the seat level corresponding to the 1st star of the salesperson is the ordinary seat end.
  • a corresponding level of the agent is customized for each type of user to provide a return service, which can optimize the resource configuration of the agent and improve the efficiency and quality of the return visit.
  • the matching rule is not limited to the above description, and may be set according to actual conditions.
  • the preset number of seats refers to all the seats that can be called by the current video returning device, and includes a plurality of agent levels. Therefore, after determining the first agent level corresponding to the policy information, the agent terminal belonging to the first agent level is also searched for in the plurality of agent terminals, and at the agent end belonging to the first agent level. Find all free seats in the middle.
  • the prompt message is sent to the user, and the user is asked to wait for a preset time (for example, 1 minute, 3 minutes, etc.). Further, the number of times the user waits is obtained. If the number of times is greater than a preset number of times threshold (2 times, 3 times, etc.), the connection of the video return request is hanged, and the user information policy number is recorded and fed back to the background.
  • the server's outgoing call database waits for the agent to actively call out the video return visit, or the cluster call center is manually called out by the phone after the preset first time (for example, 1 hour, 2 hours). Avoid missing back visits.
  • the server terminal is randomly selected from the idle agent terminal that belongs to the first agent level, and then the client terminal is allocated to the agent terminal, so that the agent terminal establishes with the client terminal.
  • the video is connected and the program for subsequent video return visits is performed.
  • S20 Collect user information corresponding to the user end through the agent end, and verify the user information according to the first user information corresponding to the policy information.
  • the user information is first verified to determine whether the user in front of the user terminal is the user corresponding to the policy number.
  • the operation of collecting user information may be a screen capture operation or a photographing operation.
  • the agent verifies that the collected identity information is correct. Only when the user information is verified can the video be accessed back to the volume.
  • FIG. 4 is a flowchart of step S20 in the video returning method provided by the present application.
  • the illustrated step 20 includes:
  • S21 Collect user information corresponding to the user end through the agent end, and obtain corresponding first user information according to the policy information;
  • the agent may instruct the user in front of the user to sequentially place the data to be verified in the shooting area of the camera and display it on the video interface. Then, the agent side captures the image of the customer's facial close-up photo, the ID card photo, and the customer's patched document photo by intercepting the screenshot of the current video window, and uses the captured image as the user information. Then, the first user information is retrieved by the policy information, and each of the collected images is sequentially compared with the image stored in advance in the first user information. Only when all the images are consistent, it is determined that the user information is successfully verified. That is to say, if any of the captured image information does not match, it is determined that the user information verification fails. In this way, by collecting multiple identity image information for one-to-one comparison, the accuracy of identity verification is improved, and the possibility of missed detection and misrecognition is reduced.
  • the questionnaire information refers to data for instructing the agent to execute a video questionnaire.
  • the agent side performs a corresponding video question and answer according to the questionnaire information, and answers the question of the user corresponding to the policy.
  • FIG. 5 is a flowchart of step S30 in the video returning method provided by the present application.
  • the questionnaire prompt area is used to prompt the agent end to perform a corresponding questionnaire operation; the back access volume area is used to receive the questionnaire answer input by the agent side (for example, yes or no, when it is no, the remark information can also be recorded)
  • the document calling area is used for the instruction of the calling document issued by the agent side, and the area affected by the corresponding document is called; the communication prompt area is used for prompting the communication mode or communication language between the agent side and the user.
  • the agent side performs a video questionnaire according to the prompt of the display interface.
  • the step S32 includes:
  • the document image corresponding to the problem is invoked by the agent end, and the document image is displayed on the display interface of the user end for the user to view;
  • the interval preset receives a second answer of the question for a first time, and determines whether the second answer meets a preset condition.
  • the preset condition refers to a condition set in advance for evaluating an answer.
  • the preset condition refers to the answer being yes.
  • the answer includes "understand”, “understand”, “OK” and the like.
  • the document calling area provides an entry for calling the document image, and the icon is displayed as an icon “+”, and the agent side clicks the “+” icon to expand the related document.
  • Image options which include at least the following options: a signed image of the receipt (or a guarantee plan confirmation); an electronic insurance application confirmation (including the insured and the insured signature part, copying the risk prompt statement); the insurance prompt bookmark word; the customer's Front and back photo of ID card; customer's face photo; customer equity confirmation (traditional insurance); customer equity confirmation (dividend insurance); electronic proposal; applicant's signature; insured or legal guardian signature; Signature of the insured or legal guardian; product specification; demand analysis questionnaire; photo of the insured; policy receipt (electronic signature); photo of the insured (electronic signature of nuclear protection letter); photo of the insured (electronic signature of nuclear protection letter) ); other insured photos (electronic signature letter of electronic insurance letter) and so on.
  • the agent can call the relevant document image at any time according to the current problem, and switch the captured document image to the video window to display the video window on the user side, realize the shared document image data, and the user is in the visual data and It is easier to understand the meaning of the relevant documents under the explanation of the agent, so as to improve the quality of the return visit and communication efficiency, and truly answer the questions of the users.
  • the agent can also call the classic case sharing in the life insurance case library in the document calling area to the user side to explain clearly to the customer, and at the same time, the agent side image in the video interface is switched to the shared classic case. To help users understand the meaning of the policy and their rights and interests.
  • step S324 after the agent side calls the document image to explain, the second answer of the question is received at a preset time interval, and the second answer is continuously evaluated by using the preset condition.
  • the second answer satisfies the preset condition, that is, when the second answer includes YES, indicating that the user has understood the current question
  • the first answer is updated by using the second answer, and the first answer is The second answer serves as the final answer to the question.
  • the interval presets a second time to receive the third answer of the question, and updates the first answer by using the third answer.
  • the assisting end is a third-party calling terminal, such as a service agent end, a background call end, and a server end of another financial institution.
  • the call operator is taken as an example for description.
  • the agent can press the pause screen button to inform the user that the current problem is explained in detail by the salesperson. Please wait patiently for the salesperson to contact you. Please wait.
  • the corresponding salesperson information is retrieved, and then the external call function is called to the salesperson terminal to inform the salesperson that your XX customer has a question about the XX problem during the video return visit, please explain it, thank you. Turn off the outbound call after notification.
  • the agent restores the button of the video access, sends a pop-up screen to inform the customer whether the current question is known, and records the user's third answer, and then adopts the third answer. Updating the first answer and using the third answer as the final answer to the question.
  • the agent can be assisted to solve the customer's question in a targeted manner and improve the quality of the return visit.
  • the agent After all the questions in the back access volume have corresponding answers, the agent ends the video question and answer and disconnects the video from the client. At the same time, a questionnaire record is generated according to the answer of the back visit volume, so as to generate a questionnaire result according to the information recorded in the questionnaire record area to evaluate whether the return visit is a valid return visit.
  • the screen recording serial number of the current video returning is generated, and the recording screen serial number is associated with the video file and the questionnaire record, and then uploaded to the background server.
  • Subsequent search for the corresponding video files and questionnaire records can be performed by recording the serial number without saving the video files and the questionnaire records in the local database, which facilitates the unified management of the returned data and reduces the load of the local memory.
  • the background server parses the questionnaire record according to a preset rule, where the preset rule refers to a preset rule for evaluating the questionnaire record.
  • the rule is: whether the answer in the questionnaire record is yes, if yes, it is determined that the current return visit is valid; if there is no answer, it is determined that the current return visit is invalid. Further, in order to completely solve the user's question, when there is a no answer, the remark information in the no answer may be acquired, and the to-do item is generated according to the remark information, so as to be called when the next return visit, so that the next time When returning to the interview, answer questions that the user does not understand, thereby improving the efficiency of return visits and optimizing resource allocation.
  • the application also provides a video returning device.
  • the verification module 22 is configured to collect the user information corresponding to the user end through the agent end, and verify the user information according to the first user information corresponding to the policy information;
  • the video question answering module 23 is configured to read the questionnaire information corresponding to the policy information when the verification is successful, and perform a video question and answer according to the questionnaire information to implement a video return visit.
  • allocation module 21 is further configured to:
  • the client When present, the client is assigned a client end such that the agent terminal establishes a video connection with the client.
  • allocation module 21 is further configured to:
  • a server terminal is selected from all the idle seats that are found and assigned to the client, so that the agent terminal establishes a video connection with the client.
  • verification module 22 is further configured to:
  • video question answering module 23 is further configured to:
  • the corresponding questionnaire information is retrieved according to the policy information, and the access volume is generated according to the questionnaire information, wherein the back access volume includes several questions;
  • the visit back is sequentially performed to generate a questionnaire record, and the video connection is disconnected after the question and answer is completed.
  • video question answering module 23 is further configured to:
  • the document image corresponding to the problem is invoked by the agent end, and the document image is displayed on the display interface of the user end for the user to view;
  • the first answer is updated with the second answer.
  • video question answering module 23 is further configured to:
  • the interval presets a second time to receive the third answer of the question, and updates the first answer with the third answer.
  • video question answering module 23 is further configured to:
  • the questionnaire record is analyzed according to a preset rule to generate an access result of the video return visit.
  • the specific embodiment of the video returning device of the present application is substantially the same as the specific embodiment of the video returning method, and is not described herein.
  • the present application further provides a video returning device according to the above video returning method.
  • the video returning device specifically needs to directly interact with the user's mobile terminal and the agent terminal, for example, receiving an operation instruction input by the user mobile terminal, feeding it back to the agent end, and transmitting the prompt information output by the agent terminal to the user's mobile terminal. Etc., to achieve communication between the user and the agent.
  • the video returning device may be a computing device such as a desktop computer, a notebook, a palmtop computer, or a server.
  • the video returning device includes, but is not limited to, the processor 10, the memory 20, and the display 30.
  • Figure 7 shows only some of the components of the video returning device, but it should be understood that not all illustrated components may be implemented, and more or fewer components may be implemented instead.
  • the memory 20 may be an internal storage unit of the video return device, such as a hard disk or memory of the video return device, in some embodiments.
  • the memory 20 may also be an external storage device of the WeChat customer behavior feedback device in other embodiments, such as a plug-in hard disk equipped on the WeChat customer behavior feedback device, and a smart memory card (Smart Media Card, SMC), Secure Digital (SD) card, flash card (Flash) Card) and so on.
  • the memory 20 may also include both an internal storage unit of the video returning device and an external storage device.
  • the memory 20 is configured to store application software and various types of data installed on the video returning device, such as the program code of the installed video returning device.
  • the memory 20 can also be used to temporarily store data that has been output or is about to be output.
  • a memory return program 40 is stored on the memory 20, and the video return program 40 can be executed by the processor 10 to implement the steps of the video return method of the embodiments of the present application.
  • the processor 10 may be a central processing unit (Central Processing Unit) in some embodiments.
  • the display 30 may be an LED display, a liquid crystal display, a touch liquid crystal display, and an OLED (Organic) in some embodiments. Light-Emitting Diode, organic light emitting diodes), etc.
  • the display 30 is used to display information processed in the video returning device and a user interface for displaying visualization, such as a document sharing interface, a video interface, and the like.
  • the components 10-30 of the video returning device communicate with one another via a system bus.
  • the specific embodiment of the video returning device of the present application is basically the same as the specific embodiment of the video returning method, and is not described herein.
  • the application further provides a computer readable storage medium storing one or more programs, the one or more programs being executable by one or more processors to implement The steps of the video return method.

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Abstract

本申请公开了一种视频回访方法、装置、设备及存储介质,所述视频回访方法通过接收用户端主动发起的申请视频回访的请求,并通过所述请求携带的保单信息为所述请求分配一对应的坐席端,然后通过坐席端采用所述用户端对应的用户信息,以使得在验证成功时,对所述用户端对应的用户进行视频问题,以实现视频回访。

Description

一种视频回访方法、装置、设备及存储介质
本申请要求于2017年9月15日提交中国专利局、申请号为201710833835.9、发明名称为“一种视频回访方法、设备及存储介质”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。
技术领域
本申请涉及回访技术领域,特别涉及一种视频回访方法、装置、设备及存储介质。
背景技术
现有的个险新契约用户回访普遍采用电话回访方式,由于电话回访由坐席端主动发起,因此存在用户不方便接听或者认为受到打扰的问题。同时在电话沟通过程中,用户很难听懂专业问题,导致沟通效率低下。这就造成回访不但不能解决用户的问题,反而给用户造成困扰,从而造成付出回访成本,而达不到好的效果的问题。
因而现有技术还有待改进和提高。
发明内容
本申请要解决的技术问题在于,针对现有技术的不足,提供一种视频回访方法、装置、设备及存储介质,以解决现有主动呼出电话回访沟通效率低下的问题。
为了解决上述技术问题,本申请所采用的技术方案如下:
一种视频回访方法,包括如下步骤:
当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
一种视频回访装置,包括:
视频连接模块,设置为当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
验证模块,设置为通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
视频回访模块,设置为当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
一种视频回访设备,所述视频回访设备包括处理器、存储器和通信总线;
所述通信总线用于实现处理器和存储器之间的连接通信;
所述处理器用于执行所述存储器中的视频回访程序,以实现如上所述的视频回访方法的步骤。
一种计算机可读存储介质,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现如上所述的视频回访方法的步骤。
有益效果:与现有技术相比,本申请提供了一种视频回访方法、装置、设备及存储介质,所述方法包括:所述视频回访方法通过接收用户端主动发起的视频回访请求,并通过其携带的保单号调取对应的回访数据,其中,所述回访数据包括用户信息和问卷信息。然后根据用户信息确定对应的坐席端等级,并对坐席端采集的用户信息进行验证,验证通过时,开启视频回访,同时在视频回访过程中,采用屏幕共享技术共享单证影像至显示界面以供用户查看。通过接收用户主动发起的回访请求进行回访,并且采用视频的方式实现面对面沟通,使得用户在视、听、说的环境下接收回访,从而使得用户对应保单的疑问可以得到高效解答,从而提高回访质量和效率。
附图说明
图1为本申请提供的视频回访方法较佳实施的流程图;
图2为本申请提供的视频回访方法中步骤S10的流程图;
图3为本申请提供的视频回访方法中步骤S12的流程图;
图4为本申请提供的视频回访方法中步骤S20的流程图;
图5为本申请提供的视频回访方法中步骤S30的流程图;
图6为本申请提供的视频回访方法中步骤S32的流程图;
图7为本申请提供的视频回访程序的较佳实施例的运行环境示意图;
图8为本申请提供的视频回访装置较佳实施的的功能模块示意图。
具体实施方式
本申请提供一种视频回访方法、设备及存储介质,为使本申请的目的、技术方案及效果更加清楚、明确,以下参照附图并举实施例对本申请进一步详细说明。应当理解,此处所描述的具体实施例仅用以解释本申请,并不用于限定本申请。
本技术领域技术人员可以理解,除非特意声明,这里使用的单数形式“一”、“一个”、“所述”和“该”也可包括复数形式。 应该进一步理解的是,本申请的说明书中使用的措辞“包括”是指存在所述特征、整数、步骤、操作、元件和/或组件,但是并不排除存在或添加一个或多个其他特征、整数、步骤、操作、元件、组件和/或它们的组。 应该理解,当我们称元件被“连接”或“耦接”到另一元件时,它可以直接连接或耦接到其他元件,或者也可以存在中间元件。此外,这里使用的“连接”或“耦接”可以包括无线连接或无线耦接。这里使用的措辞“和/或”包括一个或更多个相关联的列出项的全部或任一单元和全部组合。
本技术领域技术人员可以理解,除非另外定义,这里使用的所有术语(包括技术术语和科学术语),具有与本申请所属领域中的普通技术人员的一般理解相同的意义。还应该理解的是,诸如通用字典中定义的那些术语,应该被理解为具有与现有技术的上下文中的意义一致的意义,并且除非像这里一样被特定定义,否则不会用理想化或过于正式的含义来解释。
下面结合附图,通过对实施例的描述,对发明内容作进一步说明。
请参阅图1,图1为本申请提供的视频回访方法的较佳实施例的流程图。所述方法包括:
S10、当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息。
本实施例中,所述视频回访请求指的是用户通过用户端上的视频回访接口发起的视频回访请求。当用户通过用户端签收了保单回执后,用户端会提供视频回访的入口供用户选择,这样用户可以通过所述入口主动触发并申请视频回访的请求,同时用户端会获取当前保单回执对应的保单信息,并将所述保单信息写入所述视频回访请求中,然后将所述视频回访请求发送给视频回访设备。其中,所述保单信息指的是用于唯一标识用户签收的保单回执,其可以为保单号。这样在后续的步骤中可以通过所述保单信息对所述视频回访请求进行校验和对应的回访数据的调取。请参阅图2,其为本申请提供的视频回访方法中步骤S10的流程图。
如图2所示,所示步骤S10包括:
S11、当接收到用户端发送的申请视频回访的请求时,解析所述请求并判断预设的抽档数据库中是否存在解析得到的保单信息;
S12、当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接。
具体来说,在所述步骤S11中,当视频回访设备接收到用户端发送的申请视频回访的请求时,解析所述请求并获取其携带的保单信息,通过所述保单信息对所述视频回访请求进行校验,以判断所述视频回访请求是否符合要求,当符合要求时才响应所述请求,并建立视频连接;当不符合要求时,丢弃所述请求。
在本实施例中,通过在预设的抽档数据库中查找所述保单信息来校验所述请求是否符合要求。所述抽档数据库用于保存符合视频回访要求的保单号及其对应的回访数据。在实际应用中,在所述步骤S10之前,视频回访设备会根据用户签收保单的日期进行实时抽档,调取已经签收保单的保单号及其对应的回访数据,并保存至所述抽档数据库中,以形成待回访的对象。进一步,若在签收当天,一直未接收到用户发起的视频回访请求,视频回访设备会将抽档数据库中所有的保单信息与已经完成视频回访的保单信息进行匹配,以筛选出未完成视频回访的保单信息,并将筛选出来的未完成视频回访的保单信息按照现有流程进行电话回访呼出,避免产生遗漏回访。这样,通过接收视频回访请求与主动呼出电话回访相结合的方式,保证所有已签收的保单都能得到回访服务。
当在所述抽档数据库中查找到所述保单信息时,说明所述保单信息对应的视频回访的请求符合要求,允许接入所述视频回访请求;当未查找到时,说明所述保单号对应的视频回访请求不在待视频回访的对象中,丢弃所述视频回访请求。这样,保证只有符合要求的视频回访对象才能够进行视频回访,避免回访资源的浪费,提高回访效率。
具体实施时,所述步骤S12中,在校验完视频回访的请求,并在所述请求符合要求后,为所述请求分配坐席端。为了提供具有针对性的回访服务,可以根据用户类型自动分配与其相对应的坐席端提供回访服务。当然,其前提条件是对应的坐席端为空闲坐席端,因此还需要确定坐席是否处于空闲状态。请参阅图3,其为本申请提供的视频回访方法中步骤S12的具体实施例流程图。
如图3所示,所述步骤S12包括:
S121、当存在时,根据所述保单信息确定所述用户端对应的第一坐席等级,并在预设的若干坐席端中查找属于第一坐席等级的空闲坐席端;
S122、在所有查找到的空闲坐席端中选取一坐席端,并将其分配给所述用户端,以使得所述坐席端与所述用户端建立视频连接。
具体来说,所述步骤S121中,所述第一坐席等级指是的与所述保单信息相对应的坐席等级。在本实施例中,通过保单信息调取对应的用户信息,并根据用户信息确定用户类型和所述用户对应的业务类型,然后通过用户类型和业务员类型确定其对应的坐席等级,记为第一坐席等级。其中,所述用户类型可以包括领航级别、进取级别和忠诚级别。在业务员信息中查找业务员类型,例如,分别为:5星,4星,3星,2星,1星等。所述坐席端等级指的是坐席端的专业级别,例如可以包括:专家级坐席端、高级坐席端和普通坐席端。所述预设的匹配规则指的是预先设置的根据用户类型和业务员类型匹配坐席端等级的规则。在实际应用中,所述匹配规则可以为:客户类型为领航,且业务员类型为4星或者5星对应的坐席端等级为专家坐席端;客户类型为进取,且业务员类型为2星或者3星对应的坐席端等级为高级坐席端;客户类型为忠诚,且业务员1星对应的坐席端等级为普通坐席端。这样,为每一类型的用户定制相应等级的坐席端来提供回访服务,可以优化坐席端的资源配置,提高回访的效率和质量。值得说明的是,所述匹配规则不限于上述说明,其可以根据实际情况进行设置。
所述空闲坐席端指的是当前没有视频通话,可以接收视频访问并与用户端建立视频连接的坐席端。与其相对应的为忙碌坐席端,其为正在进行视频通话,在当前视频访问结束前不能再接受视频访问。
所述预设的若干坐席端指的是当前视频回访设备可调用的所有坐席端,其包括若干坐席等级。因此,在确定了所述保单信息对应的第一坐席等级后,还需在所述若干坐席端中查找属于所述第一坐席等级的坐席端,并在属于所述第一坐席等级的坐席端中查找所有空闲坐席端。
进一步,当查询到所有的坐席端均处于忙碌状态,则发送提示信息至用户端,请用户等待预设时间(例如,1分钟,3分钟等)。进一步,获取用户等待的次数,若所述次数大于预设的次数阈值(2次,3次等)时,挂断所述视频回访请求的连接,并记录所述用户信息保单号并反馈至后台服务器的待呼出数据库,等待坐席端主动呼出视频回访,或者集群呼叫中心间隔预设第一时间(例如,1小时,2小时)后,由电话人工呼出。避免出现遗漏回访的现象。
在所述步骤S122中,在查找到属于第一坐席等级的空闲坐席端中随机选取以坐席端,然后将所述用户端分配至所述坐席端,使得所述坐席端与所述用户端建立视频连接,并执行后续的视频回访的程序。
进一步,在本申请的一个实施例中,当所有的第一坐席等级均为忙碌坐席端时,则自动顺延至下一坐席等级的坐席端,并在属于所述下一坐席等级的坐席端中查找空闲坐席端。例如,当专家坐席均为忙碌坐席端时,则自动顺延至高级坐席,即将视频回访请求分配至高级坐席端中的一个。当然,为了保证相应类型的用户得到最佳的回访服务,还可以向用户端推送选择坐席端等级的提示,例如,提示的内容可以为:当前专家座席全忙,请稍后,或者自动匹配高级坐席端为您服务。这样可以充分给予用户自主选择的空间,自行选择提供服务的坐席端等级,有助于提高用户的满意度。
S20、通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证。
本实施例中,当坐席端与用户端建立视频连接后,首先对用户信息进行验证,以确定用户端前的用户是否为保单号对应的用户。采集用户信息的操作可以为截屏操作,也可以为拍照操作。坐席端验证采集到的身份信息是否正确,只有用户信息验证通过才可以开始视频回访问卷。请参阅图4,其为本申请提供的视频回访方法中步骤S20的流程图。
如图4所示,所示步骤20包括:
S21、通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息获取其对应的第一用户信息;
S22、将所述用户信息和第一用户信息进行信息比对,以对所述用户信息进行验证。
具体实施时,坐席端可以通过依次发出截取指令,指示用户端前的用户依次将需要验证的资料置于摄像头的拍摄区域,并显示于视频界面。然后坐席端通过截取抓拍当前视频窗口的画面来获取客户脸部特写照片、身份证照片和客户补签的文件照片等图像,并将采集的图像作为用户信息。然后,通过所述保单信息调取其的第一用户信息,依次比对采集到的每个图像是否与第一用户信息中预先存储的图像一致。只有当所有的图像均一致时,才判定用户信息验证成功。也就是说,采集到的图像中有任意一张图像信息不匹配,则判定用户信息验证失败。这样,通过采集多种身份图像信息进行一一比对的方式,提高了身份验证的准确率,减小了漏验和错验的可能。
S30、当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
本实施例中,所述问卷信息指的是用于指示座席端执行视频问卷的数据。坐席端根据所述问卷信息进行相应的视频问答,并解答用户对应保单的疑问。请参阅图5,其为本申请提供的视频回访方法中步骤S30的流程图。
如图5所示,所述步骤S30包括:
S31、当验证成功时,则根据所述保单信息调取其对应的问卷信息,并根据所述问卷信息生成回访问卷,其中,所述回访问卷包括若干问题;
S32、根据所述回访问卷依次进行回访问答以生成问卷记录,并在问答完成后断开视频连接。
具体来说,所述步骤S31中,当座席端与用户端建立视频连接时,根据所述问卷信息在座席端的显示界面生成回访问卷。当然,在实际应用中,所述显示界面还可以包括多个区域,例如,问卷提示区域、回访问卷区域、单证调用区域、沟通提示区域等。其中,所述问卷提示区域用于提示座席端进行相应的问卷操作;所述回访问卷区域用于接收坐席端输入的问卷答案(例如,是或者否,当为否时,还可以记录备注信息);所述单证调用区域用于坐席端发出的调用单证的指令,并调用相应的单证影响的区域;所述沟通提示区域用于提示坐席端与用户的沟通方式或者沟通用语等。坐席端根据所述显示界面的提示进行视频问卷。
所述步骤S32中,坐席端根据所述回访问卷依次进行回访问答,并根据用户端前用户的作答记录相应的答案,以生成问卷记录。请参阅图6,其其为本申请提供的视频回访方法中步骤S32的流程图。
如图6所示,所述步骤S32包括:
S321、根据所述回访问卷依次进行回访问答,并分别记录每一问题的第一答案;
S322、判断所述第一答案是否满足预设条件;
S323、当所述第一答案不满足时,通过坐席端调用所述问题对应的单证影像,并将所述的单证影像显示于用户端的显示界面以供用户查看;
S324、间隔预设第一时间接收所述问题的第二答案,并判断所述第二答案是否满足预设条件;
S325、当所述第二答案满足时,采用所述第二答案更新所述第一答案。
具体来说,所述预设条件指的是预先设置的用于评估答案的条件。在本实施例中,所述预设条件指的是答案为是。当然,在实际应用中,其还可以为定义若干关键词,例如答案中包含“明白”,“懂了”,“OK”等。当所述第一答案不满足所述预设条件时,即说明用户仍不明白当前问题。此时坐席端通过调用所述问题对应的单证影像显示给用户,使得用户更加直观的了解当前问题。
具体实施时,在坐席端的显示界面上,所述单证调用区域提供调用单证影像的入口,其显示为图标“+”,坐席端通过点选所述“+”图标,展开相关的单证影像选项,其至少包括以下选项:回执(或者保障计划确认书)的签字影像;电子投保申请确认书(包括投保人和被保险签字部分,抄写风险提示语句部分);投保提示书签字;客户的身份证正反面照片;客户的脸部照片;客户权益确认书(传统险);客户权益确认书(分红险种);电子建议书;投保人签名;被保人或法定监护人签名;其他(连身)被保人或法定监护人签名;产品说明书;需求分析问卷;投保人照片;保单回执(电子签名);投保人照片(核保类函件电子签名);被保险人照片(核保类函件电子签名);其它被保险人照片(核保类函件电子签名)等。这样坐席端可以根据当前问题随时调用其相关的单证影像,并将调取的单证影像切换至视频窗口,以显示在用户端的视频窗口,实现共享单证影像数据,用户在可视数据和坐席端的解说下更容易理解相关的单证含义,从而提高回访的质量和沟通效率,做到真正解答用户的疑问。当然,为了进一步解答用户的疑问,坐席端还可以在所述单证调用区域调用寿险案例库中的经典案例共享至用户端为客户讲解清楚,同时视频界面中坐席端影像切换为共享的经典案例,帮助用户理解保单含义和自身权益。
在步骤S324中,在坐席端调用单证影像进行讲解后,间隔预设第一时间接收所述问题的第二答案,并继续采用所述预设条件评估所述第二答案。当所述第二答案满足所述预设条件,即所述第二答案中包含是时,说明用户已经理解当前问题,因此采用所述第二答案更新所述第一答案,并将所述第二答案作为所述问题的最终答案。
在本申请的一个实施例中,当所述第二答案仍然不满足所述预设条件时,即用户在共享单证的讲解下仍然不理解所述问题时,坐席端可以通过呼叫协助端来协助用户理解所述问题。因此,所述步骤S32还包括如下步骤:
S326、当所述第二答案不满足时,通过坐席端获取所述问题对应的协助端,以通过所述协助端解答所述问题;
S327、间隔预设第二时间接收所述问题的第三答案,并采用所述第三答案更新所述第一答案。
具体实施时,所述协助端为第三方呼叫终端,例如业务员端、后台呼叫端、其他经融机构的服务端等。本实施例以呼叫业务员端为例加以说明,坐席端可以按下暂停录屏按键,告知用户当前问题由业务员详细解释,请耐心等待业务员联系您,请稍候。在用户信息中调取对应的业务员信息,然后通过外呼功能呼到业务员终端,告知业务员:您的XX客户在视频回访时对XX问题有疑问,请您去讲解,谢谢。告知后关闭外呼功能。坐席端在等待预设第二时间(例如3分钟,5分钟)后,恢复视频访问的按钮,发送弹屏告知客户当前问题是否了解,并记录用户的第三答案,然后采用所述第三答案更新所述第一答案,并将所述第三答案作为所述问题的最终答案。
这样,通过请求用户相关的业务员来进行讲解的方式,可以协助坐席端进行针对性的解答客户疑问,提高回访的质量。
当所述回访问卷中的所有问题均存在对应的答案后,坐席端结束视频问答,并断开与用户端的视频连接。同时,根据所述回访问卷的答案生成问卷记录,以备后续根据所述问卷记录区域记录的信息生成问卷结果,以评估本次回访是否为有效回访。
S40、按照预设的规则分析所述问卷记录以生成所述视频回访的访问结果。
具体的来说,在所述步骤S40中,当视频回访结束时,生成当前视频回访的录屏流水号,并将所述录屏流水号和视频文件以及问卷记录相关联后,上传至后台服务器。后续可以通过录屏流水号查找对应的视频文件和问卷记录,而无需将视频文件和问卷记录均保存在本地数据库,方便回访数据的统一管理并减轻了本地内存的负荷。后台服务器接收到问卷记录后,根据预设的规则解析所述问卷记录,其中,所述预设的规则指的是预先设置的评估问卷记录的规则。在本实施例中,所述规则为:问卷记录中的答案是否均为是,若均为是,则判定当次回访有效;若存在否答案,则判定当次回访无效。进一步,为了彻底解答用户的疑问,当存在否答案时,还可以获取所述否答案中的备注信息,并根据所述备注信息生成待办事项,以备下一次回访时调用,以使得下一次回访时,针对用户不理解的问题进行解答,从而提高回访的效率,优化资源配置。
本申请还提供一种视频回访装置。
参照图8,图8为本申请提供的视频回访装置较佳实施的的功能模块示意图。
在本实施例中,该视频回访装置包括:
分配模块21,设置为当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
验证模块22,设置为通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
视频问答模块23,设置为当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
进一步地,所述分配模块21,还设置为:
当接收到用户端发送的申请视频回访的请求时,解析所述请求并判断预设的抽档数据库中是否存在解析得到的保单信息;
当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接。
进一步地,所述分配模块21,还设置为:
当存在时,根据所述保单信息确定所述用户端对应的第一坐席等级,并在预设的若干坐席端中查找属于第一坐席等级的空闲坐席端;
在所有查找到的空闲坐席端中选取一坐席端,并将其分配给所述用户端,以使得所述坐席端与所述用户端建立视频连接。
进一步的,所述验证模块22,还设置为:
通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息获取其对应的第一用户信息,;
将所述用户信息和第一用户信息进行信息比对,以对所述用户信息进行验证。
进一步地,所述视频问答模块23,还设置为:
当验证成功时,根据所述保单信息调取其对应的问卷信息,并根据所述问卷信息生成回访问卷,其中,所述回访问卷包括若干问题;
根据所述回访问卷依次进行回访问答以生成问卷记录,并在问答完成后断开视频连接。
进一步地,所述视频问答模块23,还设置为:
根据所述回访问卷依次进行回访问答,并分别记录每一问题的第一答案;
判断所述第一答案是否满足预设条件;
当所述第一答案不满足时,通过坐席端调用所述问题对应的单证影像,并将所述单证影像显示于用户端的显示界面以供用户查看;
间隔预设第一时间接收所述问题的第二答案,并判断所述第二答案是否满足预设条件;
当所述第二答案满足时,采用所述第二答案更新所述第一答案。
进一步地,所述视频问答模块23,还设置为:
当所述第二答案不满足时,通过坐席端获取所述问题对应的协助端,以通过所述协助端解答所述问题;
间隔预设第二时间接收所述问题的第三答案,并采用所述第三答案更新所述第一答案。
进一步地,所述视频问答模块23,还设置为:
按照预设的规则分析所述问卷记录以生成所述视频回访的访问结果。
本申请视频回访装置的具体实施例与上述视频回访方法的各具体实施例基本相同,在此不作赘述。
如图7所示,基于上述视频回访方法,本申请还相应提供了一种视频回访设备。所述视频回访设备具体需与用户的移动终端和坐席端直接进行交互,例如,接收用户移动终端输入的操作指令将其反馈至坐席端,并将坐席端输出的提示信息发送至用户的移动终端等,以实现用户与坐席端之间的沟通。
所述视频回访设备可以是桌上型计算机、笔记本、掌上电脑及服务器等计算设备。该视频回访设备包括,但不仅限于,处理器10、存储器20、及显示器30。图7仅示出了视频回访设备的部分组件,但是应理解的是,并不要求实施所有示出的组件,可以替代的实施更多或者更少的组件。
所述存储器20在一些实施例中可以是所述视频回访设备的内部存储单元,例如该视频回访设备的硬盘或内存。所述存储器20在另一些实施例中也可以是所述微信客户行为反馈设备的外部存储设备,例如所述微信客户行为反馈设备上配备的插接式硬盘,智能存储卡(Smart Media Card, SMC),安全数字(Secure Digital, SD)卡,闪存卡(Flash Card)等。进一步地,所述存储器20还可以既包括所述视频回访设备的内部存储单元也包括外部存储设备。所述存储器20用于存储安装于所述视频回访设备的应用软件及各类数据,例如所述安装视频回访设备的程序代码等。所述存储器20还可以用于暂时地存储已经输出或者将要输出的数据。在一实施例中,存储器20上存储有视频回访程序40,该视频回访程序40可被处理器10所执行,从而实现本申请各实施例的视频回访方法的步骤。
所述处理器10在一些实施例中可以是一中央处理器(Central Processing Unit, CPU),微处理器或其他数据处理芯片,用于运行所述存储器20中存储的程序代码或处理数据,例如执行所述视频回访方法等。
所述显示器30在一些实施例中可以是LED显示器、液晶显示器、触控式液晶显示器以及OLED(Organic Light-Emitting Diode,有机发光二极管)触摸器等。所述显示器30用于显示在所述视频回访设备中处理的信息以及用于显示可视化的用户界面,例如单证共享界面、视频界面等。所述视频回访设备的部件10-30通过系统总线相互通信。
本申请视频回访设备的具体实施例与上述视频回访方法的各具体实施例基本相同,在此不作赘述。
本申请还提供一种计算机可读存储介质,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现如上所述的视频回访方法的步骤。
本申请计算机可读存储介质的具体实施例与上述视频回访方法的各具体实施例基本相同,在此不作赘述。
当然,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硬件(如处理器,控制器等)来完成,所述的程序可存储于一计算机可读取的存储介质中,该程序在执行时可包括如上述各方法实施例的流程。其中所述的存储介质可为存储器、磁碟、光盘等。应当理解的是,本申请的应用不限于上述的举例,对本领域普通技术人员来说,可以根据上述说明加以改进或变换,所有这些改进和变换都应属于本申请所附权利要求的保护范围。

Claims (20)

  1. 一种视频回访方法,其中,包括如下步骤:
    当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
    当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
  2. 根据权利要求1所述视频回访方法,其中,所述当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息的步骤包括:
    当接收到用户端发送的申请视频回访的请求时,解析所述请求并判断预设的抽档数据库中是否存在解析得到的保单信息;
    当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接。
  3. 根据权利要求2所述视频回访方法,其中,所述当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接的步骤包括:
    当存在时,根据所述保单信息确定所述用户端对应的第一坐席等级,并在预设的若干坐席端中查找属于第一坐席等级的空闲坐席端;
    在所有查找到的空闲坐席端中选取一坐席端,并将其分配给所述用户端,以使得所述坐席端与所述用户端建立视频连接。
  4. 根据权利要求1所述视频回访方法,其中,所述通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证的步骤包括:
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息获取其对应的第一用户信息;
    将所述用户信息和第一用户信息进行信息比对,以对所述用户信息进行验证。
  5. 根据权利要求1所述视频回访方法,其中,所述当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访的步骤包括:
    当验证成功时,根据所述保单信息调取其对应的问卷信息,并根据所述问卷信息生成回访问卷,其中,所述回访问卷包括若干问题;
    根据所述回访问卷依次进行回访问答以生成问卷记录,并在问答完成后断开视频连接。
  6. 根据权利要求5所述视频回访方法,其中,所述根据所述回访问卷依次进行回访问答以生成问卷记录,并在问答完成后断开视频连接的步骤包括:
    根据所述回访问卷依次进行回访问答,并分别记录每一问题的第一答案;
    判断所述第一答案是否满足预设条件;
    当所述第一答案不满足时,通过坐席端调用所述问题对应的单证影像,并将所述单证影像显示于用户端的显示界面以供用户查看;
    间隔预设第一时间接收所述问题的第二答案,并判断所述第二答案是否满足预设条件;
    当所述第二答案满足时,采用所述第二答案更新所述第一答案。
  7. 根据权利要求6所述视频回访方法,其中,所述根据所述回访问卷依次进行回访问答以生成问卷记录,并在问答完成后断开视频连接的步骤还包括:
    当所述第二答案不满足时,通过坐席端获取所述问题对应的协助端,以通过所述协助端解答所述问题;
    间隔预设第二时间接收所述问题的第三答案,并采用所述第三答案更新所述第一答案。
  8. 根据权利要求5所述视频回访方法,其中,所述当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访之后还包括如下步骤:
    按照预设的规则分析所述问卷记录以生成所述视频回访的访问结果。
  9. 一种视频回访装置,其中,所述视频回访装置包括:
    分配模块,设置为当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
    验证模块,设置为通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
    视频问卷模块,设置为当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
  10. 如权利要求9所述的视频回访装置,其中,所述分配模块,还设置为:
    当接收到用户端发送的申请视频回访的请求时,解析所述请求并判断预设的抽档数据库中是否存在解析得到的保单信息;
    当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接。
  11. 如权利要求10所述的视频回访装置,其中,所述分配模块,还设置为:
    当存在时,根据所述保单信息确定所述用户端对应的第一坐席等级,并在预设的若干坐席端中查找属于第一坐席等级的空闲坐席端;
    在所有查找到的空闲坐席端中选取一坐席端,并将其分配给所述用户端,以使得所述坐席端与所述用户端建立视频连接。
  12. 如权利要求9所述的视频回访装置,其中,所述验证模块,还设置为:
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息获取其对应的第一用户信息,;
    将所述用户信息和第一用户信息进行信息比对,以对所述用户信息进行验证。
  13. 一种视频回访设备,其中,所述视频回访设备包括处理器、存储器和通信总线;
    所述通信总线用于实现处理器和存储器之间的连接通信;
    所述处理器用于执行所述存储器中的视频回访程序,以实现以下步骤:
    当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
    当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
  14. 如权利要求13所述的视频回访设备,其中,所述处理器用于执行所述存储器中的视频回访程序,还实现以下步骤:
    当接收到用户端发送的申请视频回访的请求时,解析所述请求并判断预设的抽档数据库中是否存在解析得到的保单信息;
    当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接。
  15. 如权利要求14所述的视频回访设备,其中,所述处理器用于执行所述存储器中的视频回访程序,还实现以下步骤:
    当存在时,根据所述保单信息确定所述用户端对应的第一坐席等级,并在预设的若干坐席端中查找属于第一坐席等级的空闲坐席端;
    在所有查找到的空闲坐席端中选取一坐席端,并将其分配给所述用户端,以使得所述坐席端与所述用户端建立视频连接。
  16. 如权利要求13所述的视频回访设备,其中,所述处理器用于执行所述存储器中的视频回访程序,还实现以下步骤:
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息获取其对应的第一用户信息;
    将所述用户信息和第一用户信息进行信息比对,以对所述用户信息进行验证。
  17. 一种计算机可读存储介质,其中,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现以下步骤:
    当接收到用户端发送的申请视频回访的请求时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接,其中,所述请求携带保单信息;
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息对应的第一用户信息对所述用户信息进行验证;
    当验证成功时,读取所述保单信息对应的问卷信息,并根据所述问卷信息进行视频问答以实现视频回访。
  18. 如权利要求17所述的计算机可读存储介质,其中,所述一个或者多个程序可被一个或者多个处理器执行,还实现以下步骤:
    当接收到用户端发送的申请视频回访的请求时,解析所述请求并判断预设的抽档数据库中是否存在解析得到的保单信息;
    当存在时,为所述用户端分配坐席端以使得所述坐席端与所述用户端建立视频连接。
  19. 如权利要求18所述的计算机可读存储介质,其中,所述一个或者多个程序可被一个或者多个处理器执行,还实现以下步骤:
    当存在时,根据所述保单信息确定所述用户端对应的第一坐席等级,并在预设的若干坐席端中查找属于第一坐席等级的空闲坐席端;
    在所有查找到的空闲坐席端中选取一坐席端,并将其分配给所述用户端,以使得所述坐席端与所述用户端建立视频连接。
  20. 如权利要求17所述的计算机可读存储介质,其中,所述一个或者多个程序可被一个或者多个处理器执行,还实现以下步骤:
    通过坐席端采集所述用户端对应的用户信息,并根据所述保单信息获取其对应的第一用户信息;
    将所述用户信息和第一用户信息进行信息比对,以对所述用户信息进行验证。
PCT/CN2018/082444 2017-09-15 2018-04-10 一种视频回访方法、装置、设备及存储介质 WO2019052164A1 (zh)

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