System and method for managing routing of customer calls to agents

    公开(公告)号:US11176461B1

    公开(公告)日:2021-11-16

    申请号:US17107571

    申请日:2020-11-30

    发明人: Sears Merritt

    摘要: A call management system of a call center retrieves from a customer database enterprise customer data associated with an identified customer in a customer call, which may include customer event data, attributions data, and activity event data. The customer database tracks prospects, leads, new business, and purchasers of an enterprise. The system retrieves customer demographic data associated with the identified customer. A predictive model is selected from a plurality of predictive models based on retrieved enterprise customer data. The selected predictive model, including a logistic regression model, and tree-based model, determines a value prediction signal for the identified customer, then classifies the identified customer into a first value group or a second value group. The system routes a customer call classified in the first value group to a first call queue assignment, and routes a customer call classified in the second value group to a second call queue assignment.

    System and method for automatically assigning a customer call to an agent

    公开(公告)号:US11146685B1

    公开(公告)日:2021-10-12

    申请号:US16746446

    申请日:2020-01-17

    发明人: Sears Merritt

    摘要: Systems and methods described herein can automatically route an inbound call from an identified customer to one of a plurality of agents, the agent being selected on the basis of likelihood of a favorable outcome. The method determines a predictive model appropriate for the identified customer, with model variables including call center data, and targeted marketing data based upon risk data for the customer. An analytical engine calculates outcome predictions by applying the predictive model to values of model variables over a recent time interval. In a time-series analysis, this calculation is repeated while dynamically adjusting the recent time interval, until identifying a call routing option that satisfies a favorable outcome criterion. This method may be used to select the agent to handle the incoming call, and optionally to select a product for that agent to discuss with the identified customer.

    Systems and methods for computational risk scoring based upon machine learning

    公开(公告)号:US10902065B1

    公开(公告)日:2021-01-26

    申请号:US16404170

    申请日:2019-05-06

    摘要: Embodiments disclosed herein disclose a back-end computer to generate a risk score and a front-end visualization engine to hierarchically display the generated risk core. The back-end computer users a machine learning model for a stepwise perturbation from a digital reference profile until a user profile to be score is reached. The computer may calculate intermediate risk score for each perturbation and calculate the final risk score after all the perturbations are completed. The front-end visualization engine generates an interactive hierarchical display showing information associated with the risk score calculation. More specifically, the visualization engine may show a filtered list of users sharing one or more attributes with the user profile, a visual rendering of the top factors contributing to the risk score, and individual input values within a factor; and juxtapose the scores and attributes of the user profile in the graphical information display of the associated population.

    System and method for managing routing of customer calls to agents

    公开(公告)号:US10346750B1

    公开(公告)日:2019-07-09

    申请号:US16267331

    申请日:2019-02-04

    发明人: Sears Merritt

    摘要: Upon receiving an inbound call, a call management system retrieves from a customer database enterprise customer data associated with an identified customer. The customer database tracks prospects, leads, new business and purchasers of an enterprise. Enterprise customer data may include customer event data, activity event data and attributions data. The system retrieves customer demographic data associated with the identified customer. A group of agents is selected from a plurality of groups of agents based on retrieved enterprise customer data. A predictive model determines a value prediction signal for the identified customer, then classifies the identified customer into a first value group or a second value group. The system routes a customer call classified in the first value group to a first queue position, and routes a customer call classified in the second value group to a second queue position. for connection to an agent from the selected group of agents.

    System and method for managing routing of customer calls to agents

    公开(公告)号:US10229370B1

    公开(公告)日:2019-03-12

    申请号:US16110872

    申请日:2018-08-23

    发明人: Sears Merritt

    摘要: A call management system of a call center retrieves customer demographic data associated with a customer identifier for an inbound caller, i.e., customer. A predictive model including a logistic regression model and tree based model determines a value prediction signal for the identified customer. Based on the value prediction signal determined, the predictive model classifies the identified customer into a first value group or a second value group. The call management system routes a customer classified in the first value group to a first call queue for connection to one of a first pool of call center agents who are authorized to present an offer to purchase a product, and routes a customer classified in the second value group to a second call queue for connection to one of a second pool of call center agents who are not authorized to present the offer to purchase the product.

    Dynamic web application based on events

    公开(公告)号:US11928173B1

    公开(公告)日:2024-03-12

    申请号:US17867312

    申请日:2022-07-18

    发明人: Sears Merritt

    摘要: Disclosed herein are embodiments of systems, methods, and products comprises an analytic server, which dynamically predicts future events for web users. The analytic server generates prediction models based on historical click-through analytics data received from the web server. The analytic server captures the current event (e.g., the current operation of the web user) on the web page, and determines the next event by predicting the web user behavior using the prediction models on an event-by-event basis. The analytic server also queries the web user data from a database to better understand the web user's intention, and improve the prediction accuracy. The analytic server modifies the HTML code to display the web page to include a graphical user interface comprising the predicted event. Based on the web users' reactions to the predicted event, the analytic server updates the prediction models.

    Systems and methods for evaluating location data

    公开(公告)号:US11715563B1

    公开(公告)日:2023-08-01

    申请号:US16735445

    申请日:2020-01-06

    摘要: Disclosed herein are embodiments of systems, methods, and products comprises an analytic server, which determines user health attributes by tracking the user’s behaviors and activities within a predetermined space. The analytic server receives tracking data from a set of sensors installed in the predetermined space. The sensors track a beacon worn by the user. The analytic server determines micro-locations and user behaviors based on the tracking data. The analytic server determines the coordinates of the sensors based on the sensor identifiers and maps the coordinates to regions by referring to a floor plan map. The analytic server determines the user behaviors and activities by aggregating the micro-locations and regions the user visited at different time. The analytic server determines the user’s health score based on the micro-locations and user behaviors by executing an artificial intelligence model. The analytic server determines a recommendation of premium based on the health score.

    System and method for automatically assigning a customer call to an agent

    公开(公告)号:US11611660B1

    公开(公告)日:2023-03-21

    申请号:US17493769

    申请日:2021-10-04

    发明人: Sears Merritt

    摘要: Systems and methods described herein can automatically route an inbound call from an identified customer to one of a plurality of agents, the agent being selected on the basis of likelihood of a favorable outcome. The method determines a predictive model appropriate for the identified customer, with model variables including call center data, and targeted marketing data based upon risk data for the customer. An analytical engine calculates outcome predictions by applying the predictive model to values of model variables over a recent time interval. In a time-series analysis, this calculation is repeated while dynamically adjusting the recent time interval, until identifying a call routing option that satisfies a favorable outcome criterion. This method may be used to select the agent to handle the incoming call, and optionally to select a product for that agent to discuss with the identified customer.