Outbound dialing decision criteria based

Information

  • Patent Grant
  • 7995742
  • Patent Number
    7,995,742
  • Date Filed
    Tuesday, January 9, 2007
    17 years ago
  • Date Issued
    Tuesday, August 9, 2011
    13 years ago
Abstract
A dialer for managing outgoing contacts is provided that includes a contact filtration agent 144 operable to retrieve presence information associated with a party to be contacted and determine, based on the presence information, whether or not to contact the party and, if so, when and where to contact the party.
Description
FIELD OF THE INVENTION

The invention relates generally to contact centers and, more particularly, to outgoing contact handling systems for use in contact centers.


BACKGROUND OF THE INVENTION

Automated or semi-automated telephony devices or servers are commonly used in telemarketing and other types of calling campaigns to greatly speed up contact delivery, completion and performance, and increase agent productivity. Examples of semi-automated and automated telephony devices or servers include automated or pre-view dialers and predictive dialers. Automated pre-view dialers pop the number to be contacted in front of the agent before the call is made and the agent then makes the calls, usually by hitting or not hitting a key. In contrast, predictive dialers, without prior agent input, contact numbers loaded from a database and hook the agent to the contacted party when the call is answered


Dialers “throw” calls to agents at pre-set speeds and set call length, agent breathing space between calls, and the maximum permissible time for an agent to handle a call. In normal operation, dialers check which telephone lines are free and which agents are free. In a typical predictive dialer, when the outgoing contact is placed a contact classifier is assigned to the contact to monitor the contact. When the contact is answered, the contact classifier determines whether a person (i.e., a live party) or something other than the person (e.g., a telephone answering machine, a busy signal, or an operator intercept) has answered the contact. If the contact classifier determines that a live party has answered the contact, control of the contact is switched immediately over to a live agent at the contact center who handles the remainder of the contact. If the contact classifier determines that the contact was not answered by a live party, the contact is terminated or alternative action is taken.


Each year, telemarketing activities are encountering more operational obstacles. Due to the intrusiveness of telemarketing activities into the privacy of the contacted parties, many governments not only closely regulate the hours during which telemarketing calls can be made and require contacted parties to be removed from telemarketing lists at the request of the contacted party but also maintain themselves or require telemarketing firms to maintain Do Not Call or DNC lists. Telemarketers must scrub their calling lists against DNC lists. Many telemarketers, however, only scrub the calling list against the DNC list at the beginning of the campaign or when the list is initially generated and therefore fail to take into account changes to the DNC list during the campaign. The general public itself is becoming less tolerant of telemarketing activities, which equates into a lower per-call success rate for telemarketing operators. Many people do not wish to receive marketing calls or only wish to receive calls on certain topics and at particular times or at particular numbers. Current practice, however, is to treat individuals as a commodity to be exploited and flood large ranges of telephone numbers with calls, resulting in the company leaving a poor impression with callees, particularly those who do not wish to receive the calls. This practice can cause an invaluable loss of goodwill in the minds of consumers. To battle the onslaught of telemarketing calls, many people have resorted to screening incoming calls manually using caller id and/or an answering machine. This practice can cause personal calls to go unanswered, leading to frustration in interpersonal relationships. Existing products can make a callback at a time specified by the party being contacted (prior to the campaign starting), or, during the campaign, in accordance with predetermined globally applied rules (for all parties) in the event of a call attempt on busy, no answer, detection of fax, etc. In the latter case, the callback is not done in accordance with the preferences of the party being contacted.


SUMMARY OF THE INVENTION

These and other needs are addressed by the various embodiments and configurations of the present invention. The present invention is directed generally to a dialer having a filtration agent that can remove arbitrary contacts from a dial list external to the dialer (and substantially immediately before dialing the removed contact). For example, the present invention can be a dialer and dialing method that use presence information to determine, for a contact on a contact list, whether or not to make the contact. “Presence” relates to the person having multiple devices with multiple communication paths and the user's preference/preferred devices and availability. “Presence information” typically refers to any information associated with a network node and/or endpoint device, such as a communication device, that is in turn associated with a person. Examples of presence information include registration information under the Session Initiation Protocol, information regarding the accessibility of the endpoint device, the endpoint's telephone number or address, the recency of use of the endpoint device by the person, recency of authentication by the person to a network component, and the preferences of the person (e.g., contact mode preferences or profiles such as the communication device to be contacted for specified types of contacts or under specified factual scenarios or presence contexts, contact time preferences, impermissible contact types and/or subjects such as subjects about which the person does not wish to be contacted, permissible contact types and/or subjects such as subjects about which the person does wish to be contacted, parties who must not contact (i.e., do not call if you are calling on behalf of XYZ company), and parties who can contact at any time (e.g., I will accept a call from the head of Company “x” regardless of what I am doing). Presence information can be user configurable, i.e., the user can configure the number and type of communication and message devices with which he or she can be contacted and to define different profiles that define the communication and messaging options presented to the incoming contactor in specified factual situations or sets of facts. By identifying a predefined set of facts, the pertinent profile can be followed to direct the contact to the user preferred device. “Contact” means a connection or request for connection between two or more communication devices. As will be appreciated, the contacts can be of various types and forms, such as voice contacts, e-mail, faxes, instant messages, paging signals, VoIP sessions, chat sessions, video conferences, multimedia multi-part messages, and cross-media messages.


In one embodiment, the present invention provides a communication process (e.g., dialing method) comprising the steps of:


(a) receiving a query for a contact;


(b) retrieving a contact from the contact list (e.g., containing first contact information), which identifies a number of parties to be contacted and corresponding contact information associated with the parties;


(c) retrieving presence information (e.g., second contact information) relating to the party associated with the contact; and


(d) determining, based on the presence information, whether or not to contact the party.


The contact list has previously been filtered against a Do Not Call list. The steps are performed dynamically in the process of attempting to initiate contacts with desired parties.


A to-be-contacted queue can be employed where the presence information indicates a party's preference to receive a type of contact which includes the anticipated contact only at specified times and/or where the contact is unsuccessful and a farther attempt to contact the party is desirable. The queue includes, for each enqueued entry, a corresponding data structure to temporally track when to initiate (or reinitiate) the contact.


The contact list can be updated dynamically and automatically during the contacting campaign to reflect requests of parties not to be contacted again, invalid and incorrect telephone numbers and addresses, alternate or new contact methods discovered during presence lookup, and the like.


In yet another embodiment, a dialer is provided that includes a contact filtration agent able or configured to retrieve presence information associated with a party to be contacted and determine, based on the presence information, whether or not to contact the party. The agent, based on the presence information, can further determine where (at what contact number/address) and when to contact the party. The dialer can farther include one or more of a contact processor that determines when a contact is to be made, queries the contact filtration agent for a next contact, and initiates the next contact and a contact classifier operable to detect if a person has answered the contact.


The dialing method and dialer of the present invention can have a number of advantages. For example, the present invention not only, before the contact campaign is initiated, generates the contact list but also, after the contact campaign is initiated, dynamically updates the list and takes into account the preferences of the person being contacted, including their choice of communication media. The use of presence information before a contact is made can provide higher levels of customer convenience and satisfaction, honor the privacy desires of customers, and provide a higher agent success rate in effecting a live contact with the party. People can be contacted on their terms, such as at particular times or at particular numbers, without the need of agent involvement. The dynamic updating of the contact list during the contact campaign can provide faster responsiveness to a customer's needs (the customer change during a long running campaign takes effect immediately) and better agent utilization (agents are delivered to customers who are interested in talking to them and not “cold call” customers).


These and other advantages will be apparent from the disclosure of the invention(s) contained herein.


The above-described embodiments and configurations are neither complete nor exhaustive. As will be appreciated, other embodiments of the invention are possible utilizing, alone or in combination, one or more of the features set forth above or described in detail below.





BRIEF DESCRIPTION OF THE DRAWINGS


FIG. 1 is a block diagram depicting a first architecture embodiment of the present invention;



FIG. 2 is an operational flow chart according to a second embodiment of the present invention;



FIG. 3 is another operational flow chart according to a third embodiment of the present invention; and



FIG. 4 is yet another operational flow chart according to a fourth embodiment of the present invention.





DETAILED DESCRIPTION


FIG. 1 is a block diagram illustrating a contact center 100 in accordance with a first embodiment of the present invention. The contact center 100 is coupled to a network 104 for use in placing contacts to any of a multitude of remote communication devices 108a, 108b, . . . , 108n. As illustrated, the contact center 100 includes: a telephony switch/media server 112, a dialer 116 (attached as an adjunct processor to the telephony switch/media server 112), and agent pool 120 (which is a pool of human agents, each with one or more communication interfaces or devices). During normal operation, contacts are placed from the contact center 100 to predetermined parties at the remote communication devices 108a, 108b, . . . , 108n to attempt to obtain a desired response from the contacted parties.


Networks 104 and 124 can each be any network capable of supporting communications. Some types of communication networks that can be used in accordance with the present invention include, for example, a satellite communication network, an optical fiber communication network, a local area network, a wide area network, a municipal area network, a private branch exchange network, the Internet, and/or a terrestrial wireless network. In one configuration, networks 104 and 124 are implemented as a packet-switched network, such as a data network, and/or a circuit-switched network, such as a public switched telephone network (PSTN).


Communication devices 108a-n can be any communication device suitable for the network to which they are connected. The communication devices 108a-n can include, for example, IP hardphones such as the Cisco I-BUTTON™ phone, IP softphones, Personal Digital Assistants or PDAs, Personal Computers or PCs, laptops, wired and wireless telephones, pagers, facsimile machines, modems, and video phones.


The presence server 128 and associated database 132 provide presence information to the contact center 100 in response to presence information queries. The presence server 128 and database 132 can be maintained by a private presence service associated with the party to be contacted, maintained by the party himself (such as on his Personal Computer or Laptop), maintained by the enterprise associated with the contact center and containing contact information and preferences received in prior contacts/transactions with the party, maintained by a state or regulatory agency (such as a DNC list) or a marketing association (such as the Direct Marketing Association or American Teleservices Association), and/or maintained by another enterprise. Presence information can contain contact information and preferences received directly or indirectly from the party. For example, the customer can specify “do not call me between 6 and 7 pm and after 8 pm at home”, “call me on my mobile phone if I am out of the office”, “only company X can call me at home”, and “only companies offering service types A and B and selling product types C and D can call me at home”.


The telephony switch/media server 112 can be any architecture for directing contacts to one or more communication devices. Illustratively, the switch/server 112 of FIG. 1 can be the subscriber-premises equipment disclosed in U.S. Pat. Nos. 6,192,122; 6,173,053; 6,163,607; 5,982,873; 5,905,793; 5,828,747; and 5,206,903, all of which are incorporated herein by this reference; Avaya Inc.'s Definity™ private-branch exchange (PBX)-based ACD system; or Nortel Networks' IPConnect™. The switch or media server 112 typically is a stored-program-controlled system that conventionally includes interfaces (not shown) to external communication links, a communications switching fabric (not shown), service circuits (e.g., tone generators, announcement circuits, etc.) (not shown), memory (not shown) for storing control programs and data, and a processor (i.e., a computer) (not shown) for executing the stored control programs to control the interfaces and the fabric and to provide automatic contact-distribution functionality.


The agents within the agent pool 120 are preferably human employees of the contact center that are trained to solicit desired responses from the public. Each agent will normally be stationed at a computer terminal and wear a telephone headset during normal contact center operations. The agent may be notified beforehand when a contact has been placed for which the agent will be responsible once a live party answers the contact. In some cases, the dialer 116 will wait for confirmation from the agent before a contact is placed to ensure that the agent is ready.


The dialer 116, though illustrated as an adjunct processor, can be integrated into the telephony switch/media server and/or in each agent's communication device, as desired. The dialer can be any suitable predictive dialing system modified to perform the operations discussed herein. The dialer can be, for example, modified versions of the media servers EIC comm server™ of Interactive Intelligence, Xchange commserver™ and Enterprise Explorer and Digisoft Computer of EShare, Object Telephony Server™ of Buffalo International and adjunct processors or standalone dialers such as Predictive Dialing System™ of Avaya Inc., and the various dialers of Noble Systems. Alternatively, the dialer can be implemented as a pre-view dialer.


The dialer 116 comprises a contact processor 136, a pool of contact classifiers 140, a contact filtration agent 144, and a contact list 148.


The contact processor 136 manages the placement and processing of contacts and the recording of responses within the contact center 100. When the contact processor 136 determines that a contact needs to be placed to a predetermined party, it requests and receives contact information (e.g., telephone number and/or address) associated with the party from the contact filtration agent 144 and initiates the contact, such as by dialing a telephone number, to establish a communication connection with the party via network 104. At the same time, or slightly thereafter, the contact processor 136 (for a voice contact or communication) assigns a contact classifier from the contact classifier pool 140 to the contact for use in classifying audible signals received from the contacted party location during the contact. The contact classifier detects when the contact has been answered and then waits for an audible signal from the contacted party location. When an initial audible signal is detected (which typically includes the word “hello” or a similar greeting), the contact classifier assigned to the contact processes the signal to determine whether it has originated from a live party or from a machine, such as an automated phone answering device. When the contact classifier has completed processing of the audible signal, it delivers the results of the processing to the contact processor 136. If the contact classifier indicates that the contact was answered by a live party, the contact processor 136 immediately patches a waiting agent from the agent pool 120 into the connection to handle the remainder of the contact. If the contact classifier 140 indicates that the contact was not answered by a live party, the contact processor 136 terminates the contact or takes other action.


The contact list typically contains a list of party identifiers (such as names, addresses, customer key, customer identifier, account number, and the like) and contact information (e.g., one or more of contact numbers and/or addresses) for each identified party. The contact list can include other information for use by the agent, such as sales history, socioeconomic profiles, customer value to the business, customer segment or class (platinum, gold, silver, etc.), and the like.


The contact filtration agent 144 continually or periodically updates the contact list 148 to reflect presence information received from one or more designated sources and provides contact information to the contact processor 136 as needed. Typically, the updating is performed for each listed contact immediately before a contact is attempted with the listed contact. The contact filtration agent, in a preferred operational configuration, attempts to remove those contacts from the contact list having a low probability of success and/or for which there is a “no contact” request and, for those contacts eligible to be contacted, determines the contact number/address having the highest likelihood of realizing a live contact with the party and/or for which the party has indicated a preference.



FIG. 2 is a flowchart illustrating a method for managing an outgoing contact within a contact center. With reference to FIG. 2, the contact processor 136, based on predetermined agent availability rules, determines that a contact is to be made to a target customer. In response, the contact processor 136 sends a query to the contact filtration agent 144 for an eligible contact from the contact list.


In decision diamond 200, the contact filtration agent 144 determines that it has received a query for an eligible contact.


In decision diamond 204, the contact filtration agent 144 determines whether or not there are any eligible contacts in the to-be-contacted queue (discussed below with respect to step 208). If there is a enqueued contact in a time slot that is eligible for contacting (e.g., the time associated with the time slot is expired), the contact filtration agent 144 proceeds to step 212 (discussed below). If there is no eligible contact in the queue, the contact filtration agent 144 proceeds to decision diamond 216.


In decision diamond 216, the contact filtration agent 144 determines whether or not there is a next contact available on the contact list. If there is no next contact on the contact list (every contact on the contact list has been processed), the contact filtration agent 144 in step 220 returns a response to the contact processor 136 indicating that no number is currently available for the contact. The agent 144 then returns to decision diamond 204 to await a next contact to become available. If there is a next contact, the contact filtration agent 144 in step 224 gets, from the contact list, the next contact on the contact list 148 and corresponding contact information, if any, and, from the presence server 128, corresponding presence information, if any. In one configuration, the contact filtration agent 144 sends a query to the presence server 128 for the presence information. The query identifies the person associated with the contact information and/or provides the contact information itself. Subject to privacy rules set by the presence server administrator or the party himself or herself, the presence server 128 retrieves pertinent presence information from the database 132 and responds to the contact filtration agent 144 with the retrieved presence information. The presence information retrieval is typically done at the time the contact is effected or immediately prior to effecting the contact (e.g., typically within about 60 minutes, more typically within about 15 minutes, and even more typically within about 5 minutes).


In decision diamond 228, the contact filtration agent 144 reads the party's preferences from the presence information and determines whether or not it is desirable to contact the party. For example, the party may have specified that he or she is not to receive any telemarketing contacts regardless of the purpose of the contact. The party may have specified that he or she is willing to receive telemarketing contacts only regarding certain subjects (e.g., certain product types, service types, charity types, relating to existing business arrangements (e.g., happy to take communication from my current bank but not other banks), bonus offers, and the like).


When the preferences indicate that it is undesirable to initiate a contact at any time, the contact filtration agent 144 removes the contact from the contact list in step 232 and returns to step 204. Optionally, the agent 144 can cause the reason(s) for removing the contact from the list to be recorded in a database. In this manner, campaign results can be tracked after the campaign is over (e.g., 5% of calls were not completed because the calls said do not call us). The reasons could also be used in later calls to the filtration agent (e.g., it could determine that person X is always busy at 3:00 p.m. and will take calls then).


When the preferences indicate that the contact is desirable, the contact filtration agent 144 proceeds to decision diamond 236.


In decision diamond 236, the contact filtration agent 144 determines, based on the presence information, whether or not it is desirable to contact the party now or later. For example, the presence information may indicate that the party is unavailable at the present time but is available later. The presence information may indicate that the party does not wish to take telemarketing contacts during specified time periods. The presence information may indicate that the party is not currently available or is willing to use media “X” as an alternative preference.


When it is not desirable to contact the party at the current time, the contact filtration agent 144 proceeds to step 208. In step 208, the contact filtration agent 144 queues the contact in a “to be contacted” queue in an appropriate time slot. The time slot can be any temporally-based data structure, such as a clock setting. The pertinent time slot can be based on the party's preferences or if the party is unavailable and no further information is provided the time slot can be selected arbitrarily according to predetermined rules. When a time slot is eligible for contacting, an interrupt signal can be generated by the database 148 to the contact filtration agent 144 so that the contact filtration agent can use that number when a query is received in decision diamond 204 rather than a next number from the contact list. The numbers in an eligible time slot are used in preference to the next number on the contact list 148 to maintain the queue length at acceptable levels.


The determination, based on presence information, of how to place a contact for a party is typically done each time the contact is about to be made because the presence information could have changed since the previous check. When it is desirable to contact the party at the current time, the agent contact filtration 144 proceeds to step 212. In step 212, the contact filtration agent 144 determines, based on the presence information, the party's preferences for contact mode and, for that mode, the correct telephone number or address of the party's communication device. For example, if the party has multiple telephone numbers for multiple communication devices the contact filtration agent selects a preferred communication device based on the presence information. If the party has multiple communication devices of differing types/modes, such as an email address, a wireless phone telephone number, a wired phone telephone number, and the like, the contact filtration agent selects the preferred communication device based on presence information. The contact filtration agent 144 then sends a response to the contact processor 136 with the pertinent contact information.


When the response is received by the contact processor 136, the contact processor 136 initiates the contact over a communication medium 154. The communication medium 154 can include a link within network 104. Next, for voice communications the communication medium is monitored using a contact classifier 140 to detect and classify signals from the contacted communication device. The contact classifier 140 is capable of processing a received signal to determine whether the signal originated from a live party or from a machine. The contact is then terminated or continued based on the output of the contact classifier 140.



FIG. 3 shows an operation of the contact filtration agent 144 according to another embodiment of the present invention. The operation is performed in response to the contact processor 136 determining that a contact is to be removed from the list. This can be the case, for example, if the contacted party is a party other than the party to be contacted (e.g., wrong number), the contact information is no longer valid (e.g., number is disconnected), the contacted party has requested not to be contacted again by the contacting telemarketer (or any telemarketer), and the like. In that event, the contact processor 136 sends a request to the contact filtration agent 144 containing the contact information and having a “No Contact” flag set. The contact filtration agent 144 in step 300 receives the request and in step 304 effects removal of the contact from the contact list 148. The contact filtration agent 144 can forward in step 308 a suitable notification to the presence server 136 to update the presence information 132.



FIG. 4 shows an operation of the contact filtration agent 144 according to yet another embodiment of the present invention. The operation is performed in response to the contact processor 136 determining that an unsuccessful contact is to be tried again later. The processor 136 forwards a request to the contact filtration agent 144 in which a “Try Contact Later” flag is set. In step 400, the agent 144 receives the request and in step 404 queues the contact in the pertinent time slot in the “to be contacted” queue.


A number of variations and modifications of the invention can be used. It would be possible to provide for some features of the invention without providing others.


For example in one alternative embodiment, the contact list 148 includes, for each identified party, contact information other than or in addition to telephone numbers. For example, the contact information can be an electronic address, such as an email address, an instant message ID on an ISP such as Yahoo, and chat user ID. For each identified party, the list can have a plurality of contact numbers/addresses, each of which corresponds to a different communication device and/or contact modality.


In another alternative embodiment, the contact filtration agent 144 is implemented as hardware, e.g., a logic circuit, or as a combination of hardware and software.


In yet another embodiment, the dialer 116 can be implemented without a telephony switch/media server 112 and/or agent pool 120. The dialer can, for example, contact parties in the contact list and leave text and/or play pre-recorded voice messages, all without the involvement of a live agent.


In yet another embodiment, the dialer 116 is internationally applied and can comply with regulatory issues that vary country-by-country. For example, some countries permit sales calls to individuals between particular hours. The dialer can use presence information to determine the country to which the contact is to be made and, based upon a lookup table of rules to be applied on a country-by-country basis, determine whether to place the contact and, if not, place the call in the to-be-contacted queue.


The present invention, in various embodiments, includes components, methods, processes, systems and/or apparatus substantially as depicted and described herein, including various embodiments, subcombinations, and subsets thereof. Those of skill in the art will understand how to make and use the present invention after understanding the present disclosure. The present invention, in various embodiments, includes providing devices and processes in the absence of items not depicted and/or described herein or in various embodiments hereof, including in the absence of such items as may have been used in previous devices or processes, e.g., for improving performance, achieving ease and/or reducing cost of implementation.


The foregoing discussion of the invention has been presented for purposes of illustration and description. The foregoing is not intended to limit the invention to the form or forms disclosed herein. In the foregoing Detailed Description for example, various features of the invention are grouped together in one or more embodiments for the purpose of streamlining the disclosure. This method of disclosure is not to be interpreted as reflecting an intention that the claimed invention requires more features than are expressly recited in each claim. Rather, as the following claims reflect, inventive aspects lie in less than all features of a single foregoing disclosed embodiment. Thus, the following claims are hereby incorporated into this Detailed Description, with each claim standing on its own as a separate preferred embodiment of the invention.


Moreover though the description of the invention has included description of one or more embodiments and certain variations and modifications, other variations and modifications are within the scope of the invention, e.g., as may be within the skill and knowledge of those in the art, after understanding the present disclosure. It is intended to obtain rights which include alternative embodiments to the extent permitted, including alternate, interchangeable and/or equivalent structures, functions, ranges or steps to those claimed, whether or not such alternate, interchangeable and/or equivalent structures, functions, ranges or steps are disclosed herein, and without intending to publicly dedicate any patentable subject matter.

Claims
  • 1. A method, comprising: (a) selecting a first contactee to be contacted by a resource of a contact center, the first contactee having a first address associated with a first communication device, the first communication device communicating by at least a first communication mode;(b) immediately prior to contacting the first contactee, querying a presence server for presence information associated with the first contactee;(c) based on the presence information, performing at least one of the following substeps: (c1) immediately contacting the first contactee if the presence information indicates current availability of the first contactee and postponing contact of the first contactee if the presence information does not indicate current availability of the first contactee;(c2) selecting a second communication device associated with the first contactee, the first and second communication devices having differing addresses and contacting the first contactee via the second communication device; and(c3) selecting a second communication mode to communicate with the first contactee, the first and second communication modes being different, and contacting the first contactee via the second communication mode,wherein the contact center resource is a human agent and wherein a contact list contains a list of party identifiers, including an identifier of the first contactee, and contact information for each party identifier the contact information associating the selected first address with a first party identifier for the first contactee, and further comprising:(d) notifying the agent before the contact with the first contactee is initiated; and(e) waiting, by a dialer, for confirmation from the agent before initiating the contact.
  • 2. The method of claim 1, wherein the presence information describes presence of the first contactee, wherein the first contactee is a customer of the contact center, and wherein the presence server is operated independently of an enterprise associated with the contact center.
  • 3. The method of claim 2, wherein the presence information comprises one or more of registration information, information regarding accessibility of one or more communication devices associated with the first contactee, recency of use of one or more of the communication devices associated with the first contactee, and preferences of the first contactee.
  • 4. The method of claim 1, wherein the contact is a voice contact and further comprising: (f) when the contact is initiated, assigning a contact classifier to the contact to classify audible signals received from the first contactee's location during the contact;(g) determining from the classified audible signals whether a live party has answered the contact;(h) when a live party has answered the contact, connecting the agent with the contact; and(i) when a live party has not answered the contact, not connecting the agent with the contact.
  • 5. The method of claim 1, wherein substep (c1) is performed.
  • 6. The method of claim 5, further comprising: based on the presence information, determining whether or not it is desirable to contact the first contactee; andwhen it is not desirable to contact currently the first contactee, storing contact information associated with the contact to be initiated is stored in an appropriate time slot in a to-be-contacted queue.
  • 7. The method of claim 1, wherein substep (c2) is performed.
  • 8. The method of claim 1, wherein substep (c3) is performed.
  • 9. The method of claim 1, wherein the first address is one of a telephone number, an Internet Protocol address, an electronic message address, an instant message handle, and chat user identifier, and wherein each of the first and second modes of communication is at least one of a wired voice contact, a wireless voice contact, electronic mail, facsimile, instant message, paging signal, chat session, video conference, multimedia multi-part message, and cross-media message.
  • 10. A non-transitory computer readable medium comprising processor executable instructions to perform the steps of claim 1.
  • 11. A contact center, comprising: (a) a plurality of resources for servicing customer contacts; and(b) a processor operable to select a first customer for contacting, the first customer having a first address associated with a first communication device, the first communication device communicating by at least a first communication mode; further operable, prior to contacting the customer, to query a presence server for presence information associated with the first customer; and, based on the presence information, further operable to perform at least one of the following suboperations: (b1) immediately contact the first customer if the presence information indicates current availability of the customer and postpone contacting the customer if the presence information does not indicate currently availability of the customer for the contact;(b2) select a second communication device associated with the first customer, the first and second communication devices having differing addresses and contact the first customer via the second communication device; and(b3) select a second communication mode to communicate with the first customer, the first and second communication modes being different and contact the first customer via the second communication mode,wherein a contact list contains a list of party identifiers, including an identifier of the first customer, and contact information for each party identifier, the contact information associating the selected first address with a first party identifier for the first customer, and wherein the processor is further operable to notify an agent before the contact with the first customer is initiated; and wait for confirmation from the agent before initiating the contact.
  • 12. The contact center of claim 11, wherein the presence information describes presence of the first customer and wherein the presence server is maintained by an entity independent of an enterprise associated with the contact center.
  • 13. The contact center of claim 12, wherein the presence information comprises one or more of registration information, information regarding accessibility of one or more communication devices associated with the first customer, recency of use of one or more of the communication devices associated with the first customer, and preferences of the first customer.
  • 14. The contact center of claim 11, wherein the contact is a voice contact and wherein the processor is further operable, when the contact is initiated, to assign a contact classifier to the contact to classify audible signals received from the first customer's location during the contact; to determine from the classified audible signals whether a live party has answered the contact; when a live party has answered the contact, to connect the agent with the contact; and, when a live party has not answered the contact, not connect the agent with the contact.
  • 15. The contact center of claim 11, wherein suboperation (b1) is performed.
  • 16. The contact center of claim 15, wherein the processor is further operable, based on the presence information, to determine whether or not it is desirable to contact the first customer; and, when it is not desirable to contact currently the first customer, store contact information associated with the contact in an appropriate time slot in a to-be-contacted queue.
  • 17. The contact center of claim 11, wherein suboperation (b2) is performed.
  • 18. The contact center of claim 11, wherein suboperation (b3) is performed.
  • 19. The contact center of claim 18, wherein the first address is one of a telephone number, an Internet Protocol address, an electronic message address, an instant message handle, and chat user identifier and wherein each of the first and second modes of communication is at least one of a wired voice contact, a wireless voice contact, electronic mail, facsimile, instant message, paging signal, chat session, video conference, multimedia multi-part message, and cross-media message
CROSS REFERENCE TO RELATED APPLICATIONS

The present application is a continuation of U.S. patent application Ser. No. 11/149,617, filed Jun. 9, 2005, now U.S. Pat. No. 7,215,760, which is a divisional of U.S. patent application Ser. No. 10/310,499, filed Dec. 4, 2002, now U.S. Pat. No. 7,023,980, to Lenard, both entitled “OUTBOUND DIALING DECISION CRITERIA BASED,” and both of which are incorporated herein by reference in their entireties.

US Referenced Citations (238)
Number Name Date Kind
4817130 Frimmel, Jr. Mar 1989 A
4941168 Kelly, Jr. Jul 1990 A
5001710 Gawrys et al. Mar 1991 A
5003577 Ertz et al. Mar 1991 A
5153905 Bergeron et al. Oct 1992 A
5185782 Srinivasan Feb 1993 A
5206903 Kohler et al. Apr 1993 A
5313515 Allen et al. May 1994 A
5329578 Brennan et al. Jul 1994 A
5341414 Popke Aug 1994 A
5371534 Dagdeviren et al. Dec 1994 A
5410343 Coddington et al. Apr 1995 A
5430792 Jesurum et al. Jul 1995 A
5434908 Klein Jul 1995 A
5493692 Theimer et al. Feb 1996 A
5511112 Szlam Apr 1996 A
5555376 Theimer et al. Sep 1996 A
5590178 Murakami et al. Dec 1996 A
5712902 Florence et al. Jan 1998 A
5742763 Jones Apr 1998 A
5802510 Jones Sep 1998 A
5805587 Norris et al. Sep 1998 A
5819084 Shapiro et al. Oct 1998 A
5826039 Jones Oct 1998 A
5828747 Fisher et al. Oct 1998 A
5864874 Shapiro Jan 1999 A
5894504 Alfred et al. Apr 1999 A
5903726 Donovan et al. May 1999 A
5905793 Flockhart et al. May 1999 A
5982873 Flockhart et al. Nov 1999 A
5999611 Tatchell et al. Dec 1999 A
6018655 Bartle et al. Jan 2000 A
6031896 Gardell et al. Feb 2000 A
6038296 Brunson et al. Mar 2000 A
6046762 Sonesh et al. Apr 2000 A
6068188 Knowles May 2000 A
6088441 Flockhart et al. Jul 2000 A
6094681 Shaffer et al. Jul 2000 A
6128304 Gardell et al. Oct 2000 A
6130937 Fotta Oct 2000 A
6144644 Bajzath et al. Nov 2000 A
6154738 Call Nov 2000 A
6163607 Bogart et al. Dec 2000 A
6167266 Havinis et al. Dec 2000 A
6169795 Dunn et al. Jan 2001 B1
6173053 Bogart et al. Jan 2001 B1
6185603 Henderson et al. Feb 2001 B1
6188756 Mashinsky Feb 2001 B1
6192122 Flockhart et al. Feb 2001 B1
6199048 Hudetz et al. Mar 2001 B1
6208870 Lorello et al. Mar 2001 B1
6215784 Petras et al. Apr 2001 B1
6226360 Goldberg et al. May 2001 B1
6272319 Narusawa Aug 2001 B1
6298062 Gardell et al. Oct 2001 B1
6301609 Aravamudan et al. Oct 2001 B1
6307931 Vaudreuil Oct 2001 B1
6310947 Polcyn Oct 2001 B1
6311231 Bateman et al. Oct 2001 B1
6317593 Vossler Nov 2001 B1
6330243 Strandberg Dec 2001 B1
6330317 Garfinkel Dec 2001 B1
6332081 Do Dec 2001 B1
6360222 Quinn Mar 2002 B1
6408177 Parikh et al. Jun 2002 B1
6411682 Fuller et al. Jun 2002 B1
6430271 DeJesus et al. Aug 2002 B1
6430602 Kay et al. Aug 2002 B1
6430604 Ogle et al. Aug 2002 B1
6449260 Sassin et al. Sep 2002 B1
6456711 Cheung et al. Sep 2002 B1
6463299 Macor Oct 2002 B1
6463471 Dreke et al. Oct 2002 B1
6477105 Aritomi et al. Nov 2002 B2
6477373 Rappaport et al. Nov 2002 B1
6477374 Shaffer et al. Nov 2002 B1
6480484 Morton Nov 2002 B2
6535600 Fisher et al. Mar 2003 B1
6546097 Peltz Apr 2003 B1
6549612 Gifford et al. Apr 2003 B2
6560318 Spielman et al. May 2003 B1
6561805 Kumar May 2003 B2
6587681 Sawai Jul 2003 B1
6614783 Sonesh et al. Sep 2003 B1
6636587 Nagai et al. Oct 2003 B1
6643360 Reine Nov 2003 B1
6658095 Yoakum et al. Dec 2003 B1
6665534 Conklin et al. Dec 2003 B1
6668167 McDowell et al. Dec 2003 B2
6675168 Shapiro et al. Jan 2004 B2
6700967 Kleinoder et al. Mar 2004 B2
6707890 Gao et al. Mar 2004 B1
6738462 Brunson May 2004 B1
6741586 Schuster et al. May 2004 B1
6750897 Moshrefi et al. Jun 2004 B1
6751453 Schemers et al. Jun 2004 B2
6751459 Lee et al. Jun 2004 B1
6788773 Fotta Sep 2004 B1
6789120 Lee et al. Sep 2004 B1
6807423 Armstrong et al. Oct 2004 B1
6839735 Wong et al. Jan 2005 B2
6865384 Sagi et al. Mar 2005 B2
6868395 Szlam et al. Mar 2005 B1
6871062 Trop et al. Mar 2005 B2
6879677 Trandal et al. Apr 2005 B2
6879828 Virtanen et al. Apr 2005 B2
6891933 Kumamoto May 2005 B2
6891934 Gao et al. May 2005 B1
6925166 Chan Aug 2005 B1
6937597 Rosenberg et al. Aug 2005 B1
6968052 Wullert, II Nov 2005 B2
6968179 De Vries Nov 2005 B1
6988126 Wilcock et al. Jan 2006 B2
6999731 Cronin Feb 2006 B2
7003087 Spencer et al. Feb 2006 B2
7020480 Coskun et al. Mar 2006 B2
7023971 Huart et al. Apr 2006 B1
7023980 Lenard Apr 2006 B2
7027586 Bushey et al. Apr 2006 B2
7035385 Levine et al. Apr 2006 B2
7039040 Burg May 2006 B1
7054939 Koch et al. May 2006 B2
7058036 Yu et al. Jun 2006 B1
7068762 Skladman et al. Jun 2006 B2
7074853 Smith et al. Jul 2006 B2
7080321 Aleksander et al. Jul 2006 B2
7092370 Jiang et al. Aug 2006 B2
7099867 Okada et al. Aug 2006 B2
7103155 Caharel et al. Sep 2006 B2
7123697 Amir et al. Oct 2006 B2
7130390 Abburi Oct 2006 B2
7158630 Fotta et al. Jan 2007 B2
7171473 Eftis et al. Jan 2007 B1
7192235 Blight et al. Mar 2007 B2
7245713 Simpson et al. Jul 2007 B1
7248677 Randall et al. Jul 2007 B2
7269247 Mashinsky Sep 2007 B2
7283808 Castell et al. Oct 2007 B2
7287056 Loveland et al. Oct 2007 B2
7313617 Malik et al. Dec 2007 B2
7340246 Kanerva et al. Mar 2008 B1
7356137 Burg et al. Apr 2008 B1
7359496 Qian et al. Apr 2008 B2
7398061 Mousseau Jul 2008 B2
7436939 Packingham et al. Oct 2008 B1
7436945 Agrawal et al. Oct 2008 B2
7542558 Klein et al. Jun 2009 B2
7602895 Terry et al. Oct 2009 B2
7609663 Neuhaus et al. Oct 2009 B2
20010006893 Yoshioka Jul 2001 A1
20010029176 Taniguchi Oct 2001 A1
20020019829 Shapiro Feb 2002 A1
20020021307 Glenn et al. Feb 2002 A1
20020024958 Iveland et al. Feb 2002 A1
20020032040 Tsukamoto Mar 2002 A1
20020035605 McDowell et al. Mar 2002 A1
20020052225 Davis et al. May 2002 A1
20020055350 Gupte et al. May 2002 A1
20020055975 Petrovykh May 2002 A1
20020065894 Dalai et al. May 2002 A1
20020069081 Ingram et al. Jun 2002 A1
20020076010 Sahai Jun 2002 A1
20020076025 Liversidge et al. Jun 2002 A1
20020082931 Siegel et al. Jun 2002 A1
20020083127 Agrawal Jun 2002 A1
20020085701 Parsons et al. Jul 2002 A1
20020087630 Wu Jul 2002 A1
20020098831 Castell et al. Jul 2002 A1
20020116336 Diacakis et al. Aug 2002 A1
20020116461 Diacakis et al. Aug 2002 A1
20020120687 Diacakis et al. Aug 2002 A1
20020126701 Requena Sep 2002 A1
20020131395 Wang Sep 2002 A1
20020160757 Shavit et al. Oct 2002 A1
20020176558 Tate et al. Nov 2002 A1
20030014491 Horvitz et al. Jan 2003 A1
20030018720 Chang et al. Jan 2003 A1
20030026289 Mukherjee et al. Feb 2003 A1
20030028597 Salmi et al. Feb 2003 A1
20030028621 Furlong et al. Feb 2003 A1
20030037103 Salmi et al. Feb 2003 A1
20030041101 Hansche et al. Feb 2003 A1
20030065788 Salomaki Apr 2003 A1
20030073440 Mukhegee et al. Apr 2003 A1
20030086390 Eschbach et al. May 2003 A1
20030110228 Xu et al. Jun 2003 A1
20030112952 Brown et al. Jun 2003 A1
20030130864 Ho et al. Jul 2003 A1
20030135569 Khakoo et al. Jul 2003 A1
20030148756 Onishi et al. Aug 2003 A1
20030154251 Manabe Aug 2003 A1
20030154293 Zmolek Aug 2003 A1
20030191762 Kalliokulju et al. Oct 2003 A1
20030195811 Hayes et al. Oct 2003 A1
20030217142 Bobde et al. Nov 2003 A1
20030233415 Beyda Dec 2003 A1
20040010431 Thomas et al. Jan 2004 A1
20040062383 Sylvain Apr 2004 A1
20040086094 Bosik et al. May 2004 A1
20040120498 Sylvain Jun 2004 A1
20040133641 McKinnon et al. Jul 2004 A1
20040136505 Garg et al. Jul 2004 A1
20040141594 Brunson Jul 2004 A1
20040156493 Cohen Aug 2004 A1
20040189698 Bokish Sep 2004 A1
20040198427 Kimbell et al. Oct 2004 A1
20050025295 Christie Feb 2005 A1
20050031107 Fotta Feb 2005 A1
20050054361 Turcanu et al. Mar 2005 A1
20050114159 Ozugur et al. May 2005 A1
20050147086 Rosenberg et al. Jul 2005 A1
20050165894 Rosenberg et al. Jul 2005 A1
20050165934 Rosenberg et al. Jul 2005 A1
20050187781 Christensen et al. Aug 2005 A1
20050198299 Beck et al. Sep 2005 A1
20050207361 Rosenberg et al. Sep 2005 A1
20050210104 Torvinen Sep 2005 A1
20050216565 Ito et al. Sep 2005 A1
20050216848 Thompson et al. Sep 2005 A1
20050221807 Karlsson et al. Oct 2005 A1
20050226403 Lenard Oct 2005 A1
20050233776 Allen et al. Oct 2005 A1
20050267895 Yoshiuchi et al. Dec 2005 A1
20050276407 Mohler Dec 2005 A1
20060013233 Trossen et al. Jan 2006 A1
20060167998 Yoshiuchi et al. Jul 2006 A1
20060248184 Wu et al. Nov 2006 A1
20060252444 Ozugur Nov 2006 A1
20070067443 Seligmann et al. Mar 2007 A1
20070087731 Karlsson et al. Apr 2007 A1
20070106756 Eftis et al. May 2007 A1
20070112965 Eftis et al. May 2007 A1
20070112966 Eftis et al. May 2007 A1
20070121808 Brunson et al. May 2007 A1
20070274466 Tidwell et al. Nov 2007 A1
20080019300 Perzy et al. Jan 2008 A1
20080040441 Maes Feb 2008 A1
20080089488 Brunson et al. Apr 2008 A1
Foreign Referenced Citations (46)
Number Date Country
0 886 416 Dec 1998 EP
0930592 Jul 1999 EP
1259053 Nov 2002 EP
1261179 Nov 2002 EP
05-260188 Oct 1993 JP
H8-23577 Jan 1996 JP
9-200813 Jul 1997 JP
H11-046377 Feb 1999 JP
11-088495 Mar 1999 JP
H11-187454 Jul 1999 JP
H11-205837 Jul 1999 JP
2000-102059 Apr 2000 JP
2000-312258 Nov 2000 JP
2001-189774 Jul 2001 JP
2001-224075 Aug 2001 JP
2001-251395 Sep 2001 JP
2001-251682 Sep 2001 JP
2001-350782 Dec 2001 JP
2002-094614 Mar 2002 JP
2002-101155 Apr 2002 JP
2002-108794 Apr 2002 JP
2002-152335 May 2002 JP
2002-176449 Jun 2002 JP
2003-8655 Jan 2003 JP
2003-116175 Apr 2003 JP
2003-517781 May 2003 JP
2003-169147 Jun 2003 JP
2003-196469 Jul 2003 JP
2003-296556 Oct 2003 JP
2004-013303 Jan 2004 JP
2004-30371 Jan 2004 JP
WO 9724010 Jul 1997 WO
WO 9803923 Jan 1998 WO
WO 9812644 Mar 1998 WO
WO 0039964 Jul 2000 WO
WO 0069140 Nov 2000 WO
WO 0145368 Jun 2001 WO
WO 0155915 Aug 2001 WO
WO 0169387 Sep 2001 WO
WO 0171925 Sep 2001 WO
WO 0230105 Apr 2002 WO
WO 02093959 Nov 2002 WO
WO 03025776 Mar 2003 WO
WO 03054717 Jul 2003 WO
WO 03085539 Oct 2003 WO
WO 03096559 Nov 2003 WO
Related Publications (1)
Number Date Country
20070127699 A1 Jun 2007 US
Divisions (1)
Number Date Country
Parent 10310499 Dec 2002 US
Child 11149617 US
Continuations (1)
Number Date Country
Parent 11149617 Jun 2005 US
Child 11621350 US