WO2019144516A1 - 坐席分配方法、电子装置及计算机可读存储介质 - Google Patents
坐席分配方法、电子装置及计算机可读存储介质 Download PDFInfo
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- WO2019144516A1 WO2019144516A1 PCT/CN2018/083070 CN2018083070W WO2019144516A1 WO 2019144516 A1 WO2019144516 A1 WO 2019144516A1 CN 2018083070 W CN2018083070 W CN 2018083070W WO 2019144516 A1 WO2019144516 A1 WO 2019144516A1
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/01—Customer relationship services
- G06Q30/015—Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk
- G06Q30/016—After-sales
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0631—Resource planning, allocation, distributing or scheduling for enterprises or organisations
- G06Q10/06315—Needs-based resource requirements planning or analysis
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
- G06Q10/063—Operations research, analysis or management
- G06Q10/0639—Performance analysis of employees; Performance analysis of enterprise or organisation operations
Definitions
- the present application relates to the field of personnel distribution, and in particular, to an agent allocation method, an electronic device, and a computer readable storage medium.
- Agent service is an important way for the financial industry to provide services to customers through the call center system.
- Agent service means that the agent provides the corresponding service process through the support system of the call center.
- the traditional agent allocation methods generally include: 1) Priority Assigned to the idle agent, that is, when the incoming call request is received, the request is preferentially assigned to the idle agent without the incoming call task; 2) randomly assigned, if there are multiple incoming calls and multiple idle seats, the random call is randomly selected. The incoming request is randomly assigned to the idle agent. Both of the distribution methods are different in the matching of the incoming call and the agent's service, which results in the agent not being able to provide the business service to the customer, resulting in a decline in service quality and inefficient business processing.
- the purpose of the present application is to provide a method for distributing a seat, an electronic device, and a computer readable storage medium, thereby further overcoming the problems existing in the prior art to some extent.
- the present application discloses a method for assigning an agent, comprising the following steps:
- Step 01 collecting user information data
- Step 02 Perform class classification on the user according to the information data to form a class classification identifier, where the information data includes asset credit data and personal information data of the user;
- Step 03 Group the users according to the level classification identifier, and users belonging to the same classification identifier are divided into the same group;
- Step 04 Assign users in each group to the corresponding agents according to a preset allocation policy.
- the present application also discloses an electronic device including a memory and a processor for storing an agent distribution system executed by a processor, the agent distribution system comprising:
- a user information collection module configured to collect asset credit data and personal information data of the user
- a user level classification module configured to classify users according to asset credit data and personal information data of the user
- a user grouping module configured to group users with unified classification identifiers according to a classification identifier of the user
- An agent allocation module is configured to assign users in the same group to agents with matching levels according to a preset allocation policy.
- the present application also discloses a computer readable storage medium having an agent distribution system stored therein, the agent distribution system being executable by at least one processor to implement the following steps:
- Step 01 collecting user information data
- Step 02 Perform class classification on the user according to the information data to form a class classification identifier, where the information data includes asset credit data and personal information data of the user;
- Step 03 Group the users according to the level classification identifier, and users belonging to the same classification identifier are divided into the same group;
- Step 04 Assign users in each group to the corresponding agents according to a preset allocation policy.
- FIG. 1 is a flow chart showing an embodiment of an agent allocation method of the present application.
- FIG. 2 is a flow chart showing still another embodiment of the agent allocation method of the present application.
- FIG. 3 is a schematic diagram showing the program modules of an embodiment of the agent distribution system of the present application.
- FIG. 4 is a schematic diagram of a program module of still another embodiment of the agent distribution system of the present application.
- FIG. 5 is a schematic diagram showing the hardware architecture of an embodiment of an electronic device of the present application.
- FIG 1-2 shows an agent allocation method, which specifically includes the following steps:
- Step 01 Collect user information data.
- Step 02 Perform class classification on the user according to the information data to form a class classification identifier, where the information data includes asset credit data and personal information data of the user.
- the asset credit data includes the user's annual income, and the personal information data includes age, occupation, and education.
- the collection of specific data can be collected by querying user data already registered in the system, or collecting data by a third-party inquiry institution.
- Step 22-1 Perform data evaluation on the user according to the annual income information, age information, occupation information, and academic information input by the user, and form a user's annual income score x, age score y, occupation score z, and academic score w .
- the above scores can be divided into 5 files according to 1, 2, 3, 4, 5 points.
- the annual income score the annual income score of the user whose annual income is less than 100,000 is recorded as 1 point, ten 2 points between 10,000 and 200,000, 3 points for 200,000 to 300,000, 4 points for 300,000 to 500,000, and 5 points for 500,000 or more.
- the occupational scores belonging to enterprises or civil servants are 5 points, 4 points for foreign companies and private enterprises, 3 points for self-employed individuals, and 2 points for freelance occupation.
- the division of age points and academic scores can also be based on actual conditions. User statistics are divided. ⁇ ⁇ ⁇ ⁇ ⁇
- Step 02-2 Calculate the user's credit score based on the user's annual income score x, age score y, occupation score z, and academic score w.
- the user's annual income score, age score, occupation score, and academic score are formed according to the user's asset credit data and personal information data, and the annual income score, age score, occupation score, and academic score are multiplied
- the weights, ⁇ , ⁇ , ⁇ , and ⁇ are adjusted according to the needs of each department.
- Step 02-3 classify the user according to the credit score of the user.
- the first threshold is preferably 80
- the second threshold is preferably 60
- B is For a class customer, if the user's credit score is lower than 60, it is a class C client.
- the size of the first threshold and the second threshold may also be selected according to the statistical distribution of the actual user's credit score.
- Step 03 The users are grouped according to the level classification identifier, and users belonging to the same category identifier are classified into the same group.
- the products marked as Class A customers are classified into Class A groups, and those marked as Class B customers are classified into Class B groups, and those marked as Class C customers are classified into Class C groups.
- the users in the same group are allocated to the corresponding agents through separate allocation channels, and the users of the same level are grouped and distributed in a centralized manner, thereby avoiding the cross-distribution of users of different levels, so that the high-level users are assigned to the lower-level seats. And can not get a higher quality of service.
- Step 04 Assign users in each group to the corresponding agents according to a preset allocation policy.
- Priority is given to assigning higher-level groups to higher-level agents, including:
- step 04-1 the agent of the corresponding level is selected from the agent database according to the level of the group to be allocated, and the agent in the agent database has a corresponding level identifier, and the level identifier is obtained according to the service history data of each agent.
- the agent ID with the higher level is A
- the agent with the middle level is B
- the agent with the lower level is C. If the group to be assigned is A, the agent screening sub-module automatically filters the agent at the A level. .
- step 04-2 the user to be assigned is assigned to the selected agent, and is preferentially assigned to the idle agent of the level agent.
- the specific seat class classification can be classified by the agent's comprehensive business score.
- the service comprehensive score is greater than the third threshold for the class A agent, and the business comprehensive score is between the third threshold and the fourth threshold for the class B agent. If the score is lower than the fourth threshold, it is a class C agent.
- the third threshold is preferably 85, and the fourth threshold is preferably 75. If the agent's business comprehensive score is greater than 85, the agent is a class A agent. If the agent's overall business score is between 75 and 85, the agent is a Class B agent. If the agent's business score is less than 75, the agent is a Class C agent.
- the third threshold, The four thresholds may also be based on historical statistics of the business comprehensive scores of all agents, wherein the calculation formula of the agent's business comprehensive score is:
- f(x, y, z,%) is the agent business skill value function
- N is the total number of seats
- x i , y i , z i represent the agent business volume, user rating, and response time, respectively;
- ⁇ x , ⁇ y , ⁇ z represent the agent traffic processing dimension, the user score processing dimension, and the response time dimension respectively;
- k x , k y , k z respectively represent the weight coefficients of different evaluation indicators, and are usually selected according to the needs of various departments.
- an agent distribution system which specifically includes:
- the user information collection module 201 is configured to collect asset credit data and personal information data of the user.
- the asset credit data includes the user's annual income
- the personal information data includes age, occupation, and education.
- the user level classification module 202 is configured to classify users according to the user's asset credit data and personal information data.
- the user level classification includes a user data evaluation sub-module 2021, a user credit score calculation sub-module 2022, and a user level classification sub-module 2023.
- the user data evaluation sub-module 2021 is configured to perform data evaluation on the user according to annual income information, age information, occupation information, and academic information input by the user, and form an annual income score x, an age score y, and a professional score of the user. And the academic score w.
- the user credit score calculation sub-module 2022 is configured to calculate a user's personal credit score according to the user's annual income score, occupation score, age score, and academic score.
- the user's credit score is calculated based on the user's annual income score x, age score y, occupation score z, and academic score w.
- the user's annual income score, age score, occupation score, and academic score are formed according to the user's asset credit data and personal information data, and the annual income score, age score, occupation score, and academic score are multiplied
- the user's credit score is obtained by adding the respective weights and then adding them.
- ⁇ ⁇ *x+ ⁇ *y+ ⁇ *z+ ⁇ *w
- ⁇ , ⁇ , ⁇ are the annual income score x, the age score y, the occupation score z, and the academic score w
- the weights, ⁇ , ⁇ , ⁇ , and ⁇ are adjusted according to the needs of each department.
- the user level classification sub-module 2023 is configured to classify the user's rating according to the user's personal credit score. Calculating the user's credit score according to the user's asset credit data and personal information data, and class A customers whose credit score is greater than the first threshold, and the credit score between the first threshold and the second threshold is a class B customer, credit score Less than the second threshold is a class C client, and the A, B, and C form a classification identifier for each user.
- the first threshold is preferably 80, and the second threshold is preferably 60.
- the actual first threshold and the second threshold may also be selected according to the statistical distribution of the actual user's credit score.
- the user grouping module 203 is configured to group users with unified classification identifiers according to the classification identifier of the user.
- the products marked as Class A customers are classified into Class A groups, and those marked as Class B customers are classified into Class B groups, and those marked as Class C customers are classified into Class C groups.
- the users in the same group are allocated to the corresponding agents through separate allocation channels, and the users of the same level are grouped and distributed in a centralized manner, thereby avoiding the cross-distribution of users of different levels, so that the high-level users are assigned to the lower-level seats. And can not get a higher quality of service.
- the agent allocation module 204 is configured to allocate users in the same group to the seats of the level matching according to the preset allocation policy.
- the agent allocation module includes: a seat screening sub-module 2041 and an agent allocation sub-module 2042.
- the agent screening sub-module 2041 is configured to filter agents that match their levels according to the level of users in the same group.
- the agent of the corresponding level is selected from the agent database according to the level of the group to be allocated, and the agent in the agent database has a corresponding level identifier, and the level identifier is obtained according to the service history data of each agent, including a higher level.
- the agent ID is A
- the agent ID is the B level
- the lower agent ID is C. If the group to be assigned is A, the agent screening sub-module automatically filters the A-level agent.
- the agent allocation sub-module 2042 is configured to assign the same group of users to agents of the corresponding level. Assign the users to be assigned to the filtered agents and prioritize them to the free agents of the level agents.
- the embodiment provides an electronic device. It is a schematic diagram of the hardware architecture of an embodiment of the electronic device of the present application.
- the electronic device 2 is an apparatus capable of automatically performing numerical calculation and/or information processing in accordance with an instruction set or stored in advance.
- it can be a smartphone, a tablet, a laptop, a desktop computer, a rack server, a blade server, a tower server, or a rack server (including a stand-alone server, or a server cluster composed of multiple servers).
- the electronic device 2 includes at least, but not limited to, a memory 21, a processor 22, a network interface 23, and an agent distribution system 20 that are communicably coupled to one another via a system bus. among them:
- the memory 21 includes at least one type of computer readable storage medium including a flash memory, a hard disk, a multimedia card, a card type memory (eg, SD or DX memory, etc.), a random access memory (RAM), Static Random Access Memory (SRAM), Read Only Memory (ROM), Electrically Erasable Programmable Read Only Memory (EEPROM), Programmable Read Only Memory (PROM), magnetic memory, magnetic disk, optical disk, and the like.
- the memory 21 may be an internal storage module of the electronic device 2, such as a hard disk or a memory of the electronic device 2.
- the memory 21 may also be an external storage device of the electronic device 2, such as a plug-in hard disk equipped on the electronic device 2, a smart memory card (SMC), and a secure digital device. (Secure Digital, SD) card, flash card, etc.
- the memory 21 can also include both the internal storage module of the electronic device 2 and its external storage device.
- the memory 21 is generally used to store an operating system installed in the electronic device 2 and various types of application software, such as program codes of the agent distribution system 20. Further, the memory 21 can also be used to temporarily store various types of data that have been output or are to be output.
- the processor 22 may be a Central Processing Unit (CPU), controller, microcontroller, microprocessor, or other data processing chip in some embodiments.
- the processor 22 is typically used to control the overall operation of the electronic device 2, such as performing control and processing associated with data interaction or communication with the electronic device 2.
- the processor 22 is configured to run program code or process data stored in the memory 21, such as running the agent distribution system 20 and the like.
- the network interface 23 may comprise a wireless network interface or a wired network interface, which is typically used to establish a communication connection between the electronic device 2 and other electronic devices.
- the network interface 23 is configured to connect the electronic device 2 to an external terminal through a network, establish a data transmission channel, a communication connection, and the like between the electronic device 2 and an external terminal.
- the network may be an intranet, an Internet, a Global System of Mobile communication (GSM), a Wideband Code Division Multiple Access (WCDMA), a 4G network, or a 5G network.
- Wireless or wired networks such as network, Bluetooth, Wi-Fi, etc.
- FIG. 5 only shows the electronic device with components 20-24, but it should be understood that not all illustrated components may be implemented and that more or fewer components may be implemented instead.
- the agent distribution system 20 stored in the memory 21 may also be divided into one or more program modules, the one or more program modules being stored in the memory 21 and composed of one or more
- the processor this embodiment is processor 22
- FIG. 3 is a schematic diagram of a program module of the first embodiment of the agent distribution system 20.
- the agent-based distribution system 20 can be divided into a user information collection module 201, a user level classification module 202, User grouping module 203, agent allocation module 204.
- the program module referred to in the present application refers to a series of computer program instruction segments capable of performing a specific function. The specific functions of the program modules 201-204 are described in detail in the second embodiment, and details are not described herein again.
- the embodiment provides a computer readable storage medium on which the agent distribution system 20 is stored, and the agent distribution system 20 is implemented by one or more processors to implement the above-described agent distribution method or electronic device. Operation.
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Description
Claims (15)
- 一种坐席分配方法,其特征在于,包括如下步骤:步骤01、采集用户的信息数据;步骤02、根据所述信息数据对用户进行等级分类,形成等级分类标识,所述信息数据包括用户的资产信用数据和个人信息数据;步骤03、根据所述等级分类标识对所述用户进行分组,属于同一分类标识的用户分为同一组;步骤04、将每个分组中的用户按预设的分配策略分配至相应的坐席。
- 根据权利要求1所述的方法,其特征在于,步骤02中的资产信用数据包括用户的年收入,个人信息数据包括年龄、职业、学历。
- 根据权利要求2所述的方法,其特征在于,步骤02包括:根据用户的资产信用数据和个人信息数据计算用户的信用评分,并按信用评分大于第一阈值的为A类客户,信用评分在第一阈值和第二阈值之间的为B类客户,信用评分小于第二阈值的为C类客户,且所述A、B、C形成每个用户的分类标识。
- 根据权利要求3所述的方法,其特征在于,步骤02包括:根据用户的资产信用数据和个人信息数据形成用户的年收入分值、年龄分值、职业分值以及学历分值,将所述年收入分值、年龄分值、职业分值以及学历分值乘以各自的权重后再相加得到所述用户的信用评分。
- 根据权利要求1所述的方法,其特征在于,步骤03包括:将标记为A类客户的分入A级组,标记为B类客户分入B级组,标记为C类客户分入C级组。
- 根据权利要求1所述的方法,其特征在于,步骤04包括:优先将等级较高的分组分配至级别较高的坐席。
- 一种电子装置,包括存储器和处理器,其特征在于,所述存储器用 于存储被处理器执行的坐席分配系统,所述坐席分配系统包括:用户信息采集模块,用于采集用户的资产信用数据和个人信息数据;用户等级分类模块,用于根据所述用户的资产信用数据和个人信息数据对用户进行等级分类;用户分组模块,用于根据用户的分类标识对具有统一分类标识的用户进行分组;坐席分配模块,用于根据预设的分配策略将同一组中的用户分配至级别匹配的坐席。
- 根据权利要求7所述的电子装置,其特征在于,所述用户等级分类模块包括:用户数据评估子模块、用户信用评分计算子模块以及用户等级分类子模块,所述用户数据评估子模块用于根据用户的资产信用数据和个人信息数据评估用户的年收入分值、职业分值、年龄分值以及学历分值;所述用户信用评分计算子模块用于根据所述用户的年收入分值、职业分值、年龄分值以及学历分值计算用户的个人信用评分,所述用户等级分类子模块用于根据用户的个人信用评分对所述用户的等级进行分类。
- 根据权利要求7所述的电子装置,其特征在于,所述坐席分配模块包括:坐席筛选子模块和坐席分配子模块,所述坐席筛选子模块用于根据同一组中用户的等级筛选与其级别相匹配的坐席;所述坐席分配子模块用于将同一组用户分配至相应级别的坐席。
- 一种计算机可读存储介质,其特征在于,所述计算机可读存储介质内存储有坐席分配系统,所述坐席分配系统可被至少一个处理器所执行,以实现以下步骤:步骤01、采集用户的信息数据;步骤02、根据所述信息数据对用户进行等级分类,形成等级分类标识,所述信息数据包括用户的资产信用数据和个人信息数据;步骤03、根据所述等级分类标识对所述用户进行分组,属于同一分类标 识的用户分为同一组;步骤04、将每个分组中的用户按预设的分配策略分配至相应的坐席。
- 根据权利要求10所述的计算机可读存储介质,其特征在于,步骤02中的资产信用数据包括用户的年收入,个人信息数据包括年龄、职业、学历。
- 根据权利要求11所述的计算机可读存储介质,其特征在于,步骤02包括:根据用户的资产信用数据和个人信息数据计算用户的信用评分,并按信用评分大于第一阈值的为A类客户,信用评分在第一阈值和第二阈值之间的为B类客户,信用评分小于第二阈值的为C类客户,且所述A、B、C形成每个用户的分类标识。
- 根据权利要求12所述的计算机可读存储介质,其特征在于,步骤02包括:根据用户的资产信用数据和个人信息数据形成用户的年收入分值、年龄分值、职业分值以及学历分值,将所述年收入分值、年龄分值、职业分值以及学历分值乘以各自的权重后再相加得到所述用户的信用评分。
- 根据权利要求10所述的计算机可读存储介质,其特征在于,步骤03包括:将标记为A类客户的分入A级组,标记为B类客户分入B级组,标记为C类客户分入C级组。
- 根据权利要求10所述的计算机可读存储介质,其特征在于,步骤04包括:优先将等级较高的分组分配至级别较高的坐席。
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| CN201810076554.8 | 2018-01-25 | ||
| CN201810076554.8A CN108320089A (zh) | 2018-01-25 | 2018-01-25 | 坐席分配方法、电子装置及计算机可读存储介质 |
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| CN115760287A (zh) * | 2022-11-15 | 2023-03-07 | 中国平安财产保险股份有限公司 | 坐席推荐方法、装置、设备及存储介质 |
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| CN108960675A (zh) * | 2018-07-25 | 2018-12-07 | 平安科技(深圳)有限公司 | 自动派工方法、装置、计算机设备及存储介质 |
| CN109376983A (zh) * | 2018-09-03 | 2019-02-22 | 中国平安人寿保险股份有限公司 | 一种区域分配方法、计算机可读存储介质及终端设备 |
| CN109345398A (zh) * | 2018-09-17 | 2019-02-15 | 平安科技(深圳)有限公司 | 基于客户特征的分单方法、装置及存储介质 |
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| CN112188015A (zh) * | 2020-09-15 | 2021-01-05 | 中信银行股份有限公司 | 客服会话请求的处理方法、装置及电子设备 |
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| CN114330567A (zh) * | 2021-12-30 | 2022-04-12 | 上海庆科信息技术有限公司 | 用户信息分组装置、方法、存储介质、处理器及电子装置 |
| CN115187015A (zh) * | 2022-06-24 | 2022-10-14 | 平安银行股份有限公司 | 一种业务人员分配方法、装置、计算机设备及存储介质 |
| CN115526706A (zh) * | 2022-09-27 | 2022-12-27 | 平安银行股份有限公司 | 信用卡发放方法、装置、计算机设备及存储介质 |
| CN116095241A (zh) * | 2023-02-15 | 2023-05-09 | 零犀(北京)科技有限公司 | 坐席分配的方法、装置、电子设备及计算机可读存储介质 |
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