This invention relates to the use of a graphical scratchpad in a user interface of a computing system.
In recent years, telephone call centers have become much more widespread. The call centers manage many efforts, and call-center agents working in these centers often place and receive thousands of calls to and from various customers in different regions of the country. These agents often use headsets to speak with customers while they concurrently enter information relating to the customers into a computer workstation. The workstation may provide electronic forms for the entry of customer information.
More recently, telephone call centers have evolved into full-scale interaction centers, wherein agents may interact with customers via telephone, email, fax, or chat communication channels. Through the use of these interaction centers, agents are able to interact with customers in many different ways.
Additionally, agents have the ability to interact with two or more customers at the same time. For instance, an agent may be able to speak with one customer on the phone and concurrently interact with another customer in a chat session. As a result, the agent may be able to improve his or her efficiency.
A high volume of customer interaction may, however, have the potential of introducing certain problems for agents. For instance, an agent may receive a continuous stream of information from a given customer during the course of a telephone or chat communication session. Typically, the agent will need either to remember or to manually record all of this information if it is needed later during a subsequent portion of the communication session.
Various embodiments are described herein. One embodiment provides a method for providing a scratchpad window in a graphical user interface (GUI) while using an application that manages an interaction between an agent and an individual. Upon entry of a first selection made by the agent in an application window used by the application and displayed in the GUI to the agent during the interaction with the individual, the method includes displaying the scratchpad window in the GUI and accepting input from the agent that is entered as information into the scratchpad window. Upon entry of a second selection made by the agent in the application window within the GUI, the method further includes importing the information contained within the scratchpad window into a data-entry area of the application window.
The details of one or more embodiments of the invention are set forth in the accompanying drawings and the description below. Other features, objects, and advantages of the invention will be apparent from the description and drawings, and from the claims.
During the interaction with the customer, the agent may wish to record notes that are based upon feedback received from the customer or that may have relevance to the interaction in general. Rather than manually recording these notes, the agent may instead record these notes in a graphical scratchpad using the computing device 106 or 108. In addition, the agent is able to later access the graphical scratchpad and import the notes into text-entry fields that are used during the interaction with the customer. For example, during a first phase of a customer interaction, the agent may record in the graphical scratchpad many details of a problem that the customer has identified. Later, during a second phase of the customer interaction, the agent may then import these details from the graphical scratchpad into a text-entry field that specifies problem details. In this fashion, the agent is able to dynamically record notes and import these notes during multiple phases of interaction with the customer.
As shown in
During any given interaction with the customer, the interaction center system 104 often needs to exchange information with a back-end customer relationship management (CRM) system 110. The back-end system 110 contains databases 112 and 114. The interaction center system 104 may access the databases 112 and 114 during any given interaction with a customer. In one embodiment, the databases 112 and 114 contain customer information, historical information, and transaction (e.g., sales order or service order) information. In one embodiment, the databases 112 and 114 also contain contents of the graphical scratchpad that have been created by the agent on the computing device 106 or 108. When the agent enters or modifies information contained in the graphical scratchpad, this information is stored in the database 112 or 114. The information is then extracted from the database 112 or 114 and sent to the computing device 106 or 108 when the agent wishes to import the information contained within the graphical scratchpad. In an alternate embodiment, the contents of the graphical scratchpad are contained within memory of the computing device 106 or 108. In this embodiment, an application running on the computing device 106 or 108 accesses its memory when storing information in or extracting information from the graphical scratchpad.
Typically, a given interaction with a customer will include a series of different phases. For example, in a sales order application, the agent may obtain product information from the customer in a first phase, and may later obtain shipping information in a second phase. During each phase, a set of corresponding window elements (e.g., menus, fields, buttons, text) that are specific to that phase of the interaction are displayed within the application window 200. In
When the agent selects the button 202, the scratchpad window 204 is displayed within the GUI to the agent. In one embodiment, the scratchpad window 204 is a pop-up window. The scratchpad window 204 contains scratchpad contents 206. If the agent has selected the scratchpad button 202 for the first time during the interaction, the scratchpad contents 206 will be empty. If the agent has previously entered information into the scratchpad window 204, the scratchpad contents 206 will include this information and display it to the agent within the GUI. In one embodiment, the scratchpad window 204 includes a scroll-bar. By using the scroll-bar, the agent can see all of the previously entered information for the scratchpad contents 206.
The scratchpad window 204 also includes a data-entry area 210. By using the data-entry area 210, the agent is able to enter additional information into the scratchpad window 204. For example, the agent may type a note into the data-entry area 210 upon receiving information from the customer during a first phase of the interaction. The agent also has the ability to modify the existing scratchpad contents 206 once the scratchpad window 204 has been opened. In one embodiment, the agent enters a selection to close the scratchpad window 204 when the agent has finished using it. In another embodiment, the scratchpad window 204 automatically closes after determining that the agent has finished using the window. For example, if the agent has not entered text or made a selection within the scratchpad window 204 for a period of thirty seconds, the GUI may automatically close the scratchpad window 204.
If the agent selects and activates the application window 200, the scratchpad window 204 is sent to the background and designated as a background window, according to one implementation. In this case, the scratchpad window 204 is deactivated when the application window 200 is activated.
In one embodiment, the agent is capable of modifying the scratchpad contents 206 within the data-entry area 214 after they have been imported. In this fashion, the agent can customize the scratchpad contents within the data-entry area 214 during the second phase of the interaction.
If the agent wishes to import the contents of the graphical scratchpad, the agent selects the import button 212. As shown, the scratchpad contents 206 and the additional contents 216 that were added by the agent are each imported into the data-entry area 214. By using the import button 212, the agent is able to quickly and easily import the contents of the graphical scratchpad into an area of the application window 200 that is used during a particular phase of the interaction with the customer.
In one implementation, the scratchpad contents 206 and the additional contents 216 are deleted from the scratchpad window 204 when the interaction between the agent and the customer ends. When the agent later initiates a new interaction with the same or different customer, the agent can use the scratchpad window 204 to store information relating to the new interaction.
To open the scratchpad window 204B within the GUI, the agent selects the scratchpad button 202B within the application window 200. In one embodiment, the scratchpad window 204B is a pop-up window. The additional contents 216 are displayed within a data-entry area 21 OB. The additional contents 216 include any previously entered information as well as newly added information by the agent into the data-entry area 210B.
During a second phase of an interaction with a customer, the agent may use the import buttons 212A and 212B to import the content of the scratchpad windows 204A and 204B into the data-entry area 214 of the application window 200. In one embodiment, the data-entry area 214 is associated with the window area 211 that includes screen elements (e.g., menus, buttons, fields, text) that are specific to the second phase of the interaction with the customer. By selecting the import button 212A, the agent is able to import the scratchpad contents 206 from the scratchpad window 204A into the data-entry area 214. By selecting the import button 212B, the agent is able to import the additional contents 216 from the scratchpad window 204B into the data-entry area 214.
The use of two separate scratchpads, such as those shown in
Referring to
The window area 308 contains additional information related to the customer that is displayed to the agent. In certain instances, the window area 308 does not contain any additional information. In other instances, however, such as the one shown in
The window area 312 contains a set of links that may be used by the agent during the interaction with the customer. For example, if the customer has called the agent to purchase a product, the agent may select the “Sales Order” link within the window are 312. If the agent needs to conduct a search, the agent may then select the “Product Search” link. If the customer would prefer to communicate using an interactive chat session, the agent may select the “Chat” link. When the interaction with the customer is complete, the agent may select the “Interaction Record” link to specify and records details of the completed interaction.
In the example shown in
After asking this question to and further engaging in conversation with the customer during the first phase of the interaction with the customer, the agent may choose to open the scratchpad window 304 to record notes that the agent feels may be important to the interaction. The agent selects the scratchpad button 302 to open the scratchpad window 304. The scratchpad button 302 is persistently visible to the agent during the various phases of the interaction with the customer.
In the example shown in
Referring to
For example, if the customer had previously indicated an interest in a “Dungeons & Dragons” product, and if the agent had previously recorded information relating to this 13906-144001 /2003P00175 USOI interest within the scratchpad window 304, the agent could later select the import button 320 to import this information into the data-entry area 322. The agent could then modify this information after it has been imported. Subsequently, the agent is able to select a search button 326 to search for collateral products that relate to “Dungeons & Dragons”. By using the scratchpad window 304 and the import button 320, the agent is able to digitally record information during any phase of the interaction with the customer and then later import this information into a data-entry area for use in a subsequent phase of the interaction.
The memory 404 stores information within the computing system 400. In one embodiment, the memory 404 is a computer-readable medium. In one embodiment, the memory 404 is a volatile memory unit. In another embodiment, the memory 404 is a non-volatile memory unit.
The storage device 406 is capable of providing mass storage for the computing system 400. In one embodiment, the storage device 406 is a computer-readable medium. In various different embodiments, the storage device 406 may be a floppy disk device, a hard disk device, an optical disk device, or a tape device.
In one implementation, a computer program product is tangibly embodied in an information carrier. The computer program product contains instructions that, when executed, perform various methods, such as those described above. The information carrier is a computer- or machine-readable medium, such as the memory 404, the storage device 406, or a propagated signal.
The input/output device 408 provides input/output operations for the computing system 400. In one embodiment, the input/output device 408 includes a keyboard and/or pointing device. In one embodiment, the input/output device 408 includes a display unit for displaying the various GUI's shown in the preceding figures.
A number of embodiments of the invention have been described. Nevertheless, it will be understood that various modifications may be made without departing from the spirit and scope of the invention. Accordingly, other embodiments are within the scope of the following claims.
The present application claims the benefit of the filing date of U.S. Provisional Application No. 60/512,966, which was filed on Oct. 21, 2003.
Number | Date | Country | |
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60512966 | Oct 2003 | US |