Techniques for behavioral pairing in a task assignment system with an external pairing system

Information

  • Patent Grant
  • 11954523
  • Patent Number
    11,954,523
  • Date Filed
    Friday, January 29, 2021
    3 years ago
  • Date Issued
    Tuesday, April 9, 2024
    8 months ago
Abstract
There are provided a method for behavioral pairing in a task assignment system with an external pairing system. The method includes transmitting, to the external pairing system over an application programming interface, a control flag and a benchmark flag and receiving, from the external pairing system, a task-agent pairing based on one of a first pairing strategy and a second pairing strategy. The task-agent pairing is based at least in part on the control flag and the benchmark flag.
Description
FIELD OF THE DISCLOSURE

The present disclosure generally relates to task assignment systems and, more particularly, to techniques for behavioral pairing in a task assignment system with an external pairing system.


BACKGROUND OF THE DISCLOSURE

A typical pairing system algorithmically assigns tasks arriving at a task assignment system to agents available to handle those tasks. At times, the task assignment system may be in an “L1 state” and have agents available and waiting for assignment to tasks. At other times, the task assignment system may be in an “L2 state” and have tasks waiting in one or more queues for an agent to become available for assignment. At yet other times, the task assignment system may be in an “L3” state and have multiple agents available and multiple tasks waiting for assignment.


Some traditional pairing systems assign tasks to agents ordered based on time of arrival, and agents receive tasks ordered based on the time when those agents became available. This strategy may be referred to as a “first-in, first-out,” “FIFO,” or “round-robin” strategy. For example, in an L2 environment, when an agent becomes available, the task at the head of the queue would be selected for assignment to the agent.


Other traditional pairing systems may implement a performance-based routing (PBR) strategy for prioritizing higher-performing agents for task assignment. Under PBR, for example, the highest-performing agent among available agents receives the next available task.


“Behavioral Pairing” or “BP” strategies, for assigning tasks to agents, improve upon traditional pairing methods. BP targets balanced utilization of agents while simultaneously improving overall task assignment system performance potentially beyond what FIFO or PBR methods will achieve in practice.


When a pairing system is integrated into a task assignment system and is capable of switching between pairing strategies (e.g., FIFO, PBR, BP, etc.), benchmarking the relative performance of the task assignment system under each pairing strategy may be straightforward given that all the states (e.g., information and events about tasks and agents, pairing strategy used for every task-agent pairing, outcome of every pairing, etc.) of the task assignment system may be readily available to or otherwise retrievable by the pairing system. However, if a pairing system is external to a task assignment system, all the states of task assignment system may not be available to the pairing system for a comprehensive benchmarking. Thus, it may be understood that there may be a need for techniques for behavioral pairing in a task assignment system with an external pairing system.


SUMMARY OF THE DISCLOSURE

Techniques for behavioral pairing in a task assignment system with an external pairing system are disclosed. In one particular embodiment, the techniques may be realized as a method for behavioral pairing in a task assignment system with an external pairing system, the method comprising transmitting, by at least one computer processor communicatively coupled to and configured to operate in the task assignment system, to the external pairing system over an application programming interface, a control flag and a benchmark flag. The control flag may indicate whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request sent by the at least computer processor. The benchmark flag may indicate whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy. The method may further comprise receiving, by the at least one computer processor, from the external pairing system, the task-agent pairing based on one of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag.


In accordance with other aspects of this particular embodiment, the task assignment system is a contact center system.


In accordance with other aspects of this particular embodiment, the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.


In accordance with other aspects of this particular embodiment, the transmitting may further include transmitting events related to at least one of the task and the agent, and wherein the task-agent pairing may further be based on the events.


In accordance with other aspects of this particular embodiment, the first pairing strategy may be provided by the external pairing system, and the second pairing strategy may be provided by one of the external pairing system and the internal pairing system.


In another particular embodiment, the techniques may be realized as a system for behavioral pairing in a task assignment system with an external pairing system comprising at least one computer processor communicatively coupled to and configured to operate in the task assignment system, wherein the at least one computer processor is further configured to perform the steps in the above-described method.


In another particular embodiment, the techniques may be realized as an article of manufacture for behavioral pairing in a task assignment system with an external pairing system comprising a non-transitory processor readable medium and instructions stored on the medium, wherein the instructions are configured to be readable from the medium by at least one computer processor communicatively coupled to and configured to operate in the task assignment system and thereby cause the at least one computer processor to operate so as to perform the steps in the above-described method.


In another particular embodiment, the techniques may be realized as a method for behavioral pairing in an external pairing system communicatively coupled to a task assignment system, the method comprising receiving, by at least one computer processor communicatively coupled to and configured to operate in the external pairing system, from the task assignment system over an application programming interface, a control flag and a benchmark flag. The control flag may indicate whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request received by the at least one computer processor. The benchmark flag may indicate whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy. The method may further comprise transmitting, by the at least one computer processor, to the task assignment system, the task-agent pairing of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag.


In accordance with other aspects of this particular embodiment, the task assignment system is a contact center system.


In accordance with other aspects of this particular embodiment, the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.


In accordance with other aspects of this particular embodiment, the receiving may further include events related to at least one of the task and the agent, and wherein the task-agent pairing may further be based on the events.


In accordance with other aspects of this particular embodiment, the first pairing strategy may be provided by the external pairing system, and the second pairing strategy may be provided by one of the external pairing system and the internal pairing system.


In another particular embodiment, the techniques may be realized as a system for behavioral pairing in an external pairing system communicatively coupled to a task assignment system comprising at least one computer processor communicatively coupled to and configured to operate in the external pairing system, wherein the at least one computer processor is further configured to perform the steps in the above-described method for behavioral pairing in an external pairing system communicatively coupled to a task assignment system.


In another particular embodiment, the techniques may be realized as an article of manufacture for behavioral pairing in an external pairing system communicatively coupled to a task assignment system comprising a non-transitory processor readable medium and instructions stored on the medium, wherein the instructions are configured to be readable from the medium by at least one computer processor communicatively coupled to and configured to operate in the external pairing system and thereby cause the at least one computer processor to operate so as to perform the steps in the above-described method for behavioral pairing in an external pairing system communicatively coupled to a task assignment system.


The present disclosure will now be described in more detail with reference to particular embodiments thereof as shown in the accompanying drawings. While the present disclosure is described below with reference to particular embodiments, it should be understood that the present disclosure is not limited thereto. Those of ordinary skill in the art having access to the teachings herein will recognize additional implementations, modifications, and embodiments, as well as other fields of use, which are within the scope of the present disclosure as described herein, and with respect to which the present disclosure may be of significant utility.





BRIEF DESCRIPTION OF THE DRAWINGS

To facilitate a fuller understanding of the present disclosure, reference is now made to the accompanying drawings, in which like elements are referenced with like numerals. These drawings should not be construed as limiting the present disclosure, but are intended to be illustrative only.



FIG. 1 shows a block diagram of a pairing system according to embodiments of the present disclosure.



FIG. 2 shows a block diagram of a task assignment system according to embodiments of the present disclosure.



FIG. 3 shows a block diagram of a task assignment system with an external pairing system according to embodiments of the present disclosure.



FIG. 4 shows a flow diagram of a benchmarking method for a task assignment system with an external pairing system according to embodiments of the present disclosure.



FIG. 5 shows a flow diagram of a benchmarking method for an external pairing system communicatively coupled to a task assignment system according to embodiments of the present disclosure.





DETAILED DESCRIPTION

A typical pairing system algorithmically assigns tasks arriving at a task assignment system to agents available to handle those tasks. At times, the task assignment system may be in an “L1 state” and have agents available and waiting for assignment to tasks. At other times, the task assignment system may be in an “L2 state” and have tasks waiting in one or more queues for an agent to become available for assignment. At yet other times, the task assignment system may be in an “L3” state and have multiple agents available and multiple tasks waiting for assignment. An example of a task assignment system is a contact center system that receives contacts (e.g., telephone calls, internet chat sessions, emails, etc.) to be assigned to agents.


Some traditional pairing systems assign tasks to agents ordered based on time of arrival, and agents receive tasks ordered based on the time when those agents became available. This strategy may be referred to as a “first-in, first-out,” “FIFO,” or “round-robin” strategy. For example, in an L2 environment, when an agent becomes available, the task at the head of the queue would be selected for assignment to the agent.


Other traditional pairing systems may implement a performance-based routing (PBR) strategy for prioritizing higher-performing agents for task assignment. Under PBR, for example, the highest-performing agent among available agents receives the next available task.


“Behavioral Pairing” or “BP” strategies, for assigning tasks to agents that improve upon traditional pairing methods. BP targets balanced utilization of agents while simultaneously improving overall task assignment system performance potentially beyond what FIFO or PBR methods will achieve in practice. This is a remarkable achievement inasmuch as BP acts on the same tasks and same agents as FIFO or PBR methods, approximately balancing the utilization of agents as FIFO provides, while improving overall task assignment system performance beyond what either FIFO or PBR provides in practice. BP improves performance by assigning agent and task pairs in a fashion that takes into consideration the assignment of potential subsequent agent and task pairs such that, when the benefits of all assignments are aggregated, they may exceed those of FIFO and PBR strategies.


Various BP strategies may be used, such as a diagonal model BP strategy or a network flow BP strategy. These task assignment strategies and others are described in detail for a contact center context in, e.g., U.S. Pat. Nos. 9,300,802, 9,781,269, 9,787,841, and 9,930,180, all of which are hereby incorporated by reference herein. BP strategies may be applied in an L1 environment (agent surplus, one task; select among multiple available/idle agents), an L2 environment (task surplus, one available/idle agent; select among multiple tasks in queue), and an L3 environment (multiple agents and multiple tasks; select among pairing permutations).


When a pairing system is integrated into a task assignment system and is capable of switching between pairing strategies, benchmarking the performance of the task assignment system under each pairing strategy may be straightforward given that all the states of the task assignment system (e.g., information and events about tasks and agents, pairing strategy used for every task-agent pairing, outcome of every pairing, etc.) may be readily available to or otherwise retrievable by the pairing system. As explained in detail below, embodiments of the present disclosure relate to techniques for behavioral pairing in a task assignment system with an external pairing system, where all the states of task assignment system may not be available to the pairing system for a comprehensive benchmarking.


The description herein describes network elements, computers, and/or components of a system and method for pairing strategies in a task assignment system that may include one or more modules. As used herein, the term “module” may be understood to refer to computing software, firmware, hardware, and/or various combinations thereof. Modules, however, are not to be interpreted as software which is not implemented on hardware, firmware, or recorded on a non-transitory processor readable recordable storage medium (i.e., modules are not software per se). It is noted that the modules are exemplary. The modules may be combined, integrated, separated, and/or duplicated to support various applications. Also, a function described herein as being performed at a particular module may be performed at one or more other modules and/or by one or more other devices instead of or in addition to the function performed at the particular module. Further, the modules may be implemented across multiple devices and/or other components local or remote to one another. Additionally, the modules may be moved from one device and added to another device, and/or may be included in both devices.



FIG. 1 shows a block diagram of a pairing system 100 according to embodiments of the present disclosure. The pairing system 100 may be included in a task assignment system (e.g., contact center system) or incorporated in a component or module (e.g., a pairing module) of a task assignment system for helping to assign tasks (e.g., contacts) among various agents.


The pairing system 100 may include a task assignment module 110 that is configured to pair (e.g., match, assign) incoming tasks to available agents. In the example of FIG. 1, m tasks 120A-120m are received over a given period, and n agents 130A-130n are available during the given period. Each of the m tasks may be assigned to one of the n agents for servicing or other types of task processing. In the example of FIG. 1, m and n may be arbitrarily large finite integers greater than or equal to one. In a real-world task assignment system, such as a contact center system, there may be dozens, hundreds, etc. of agents logged into the contact center system to interact with contacts during a shift, and the contact center system may receive dozens, hundreds, thousands, etc. of contacts (e.g., telephone calls, internet chat sessions, emails, etc.) during the shift.


In some embodiments, a task assignment strategy module 140 may be communicatively coupled to and/or configured to operate in the pairing system 100. The task assignment strategy module 140 may implement one or more task assignment strategies (or “pairing strategies”) for assigning individual tasks to individual agents (e.g., pairing contacts with contact center agents). A variety of different task assignment strategies may be devised and implemented by the task assignment strategy module 140. In some embodiments, a FIFO strategy may be implemented in which, for example, the longest-waiting agent receives the next available task (in L1 environments) or the longest-waiting task is assigned to the next available agent (in L2 environments). In other embodiments, a PBR strategy for prioritizing higher-performing agents for task assignment may be implemented. Under PBR, for example, the highest-performing agent among available agents receives the next available task. In yet other embodiments, a BP strategy may be used for optimally assigning tasks to agents using information about either tasks or agents, or both. Various BP strategies may be used, such as a diagonal model BP strategy or a network flow BP strategy. See U.S. Pat. Nos. 9,300,802; 9,781,269; 9,787,841; and 9,930,180.


In some embodiments, a historical assignment module 150 may be communicatively coupled to and/or configured to operate in the pairing system 100 via other modules such as the task assignment module 110 and/or the task assignment strategy module 140. The historical assignment module 150 may be responsible for various functions such as monitoring, storing, retrieving, and/or outputting information about task-agent assignments that have already been made. For example, the historical assignment module 150 may monitor the task assignment module 110 to collect information about task assignments in a given period. Each record of a historical task assignment may include information such as an agent identifier, a task or task type identifier, offer or offer set identifier, outcome information, or a pairing strategy identifier (i.e., an identifier indicating whether a task assignment was made using a BP strategy, or some other pairing strategy such as a FIFO or PBR pairing strategy).


In some embodiments and for some contexts, additional information may be stored. For example, in a call center context, the historical assignment module 150 may also store information about the time a call started, the time a call ended, the phone number dialed, and the caller's phone number. For another example, in a dispatch center (e.g., “truck roll”) context, the historical assignment module 150 may also store information about the time a driver (i.e., field agent) departs from the dispatch center, the route recommended, the route taken, the estimated travel time, the actual travel time, the amount of time spent at the customer site handling the customer's task, etc.


In some embodiments, the historical assignment module 150 may generate a pairing model or a similar computer processor-generated model based on a set of historical assignments for a period of time (e.g., the past week, the past month, the past year, etc.), which may be used by the task assignment strategy module 140 to make task assignment recommendations or instructions to the task assignment module 110.


In some embodiments, a benchmarking module 160 may be communicatively coupled to and/or configured to operate in the pairing system 100 via other modules such as the task assignment module 110 and/or the historical assignment module 150. The benchmarking module 160 may benchmark the relative performance of two or more pairing strategies (e.g., FIFO, PBR, BP, etc.) using historical assignment information, which may be received from, for example, the historical assignment module 150. In some embodiments, the benchmarking module 160 may perform other functions, such as establishing a benchmarking schedule for cycling among various pairing strategies, tracking cohorts (e.g., base and measurement groups of historical assignments), etc. Benchmarking is described in detail for the contact center context in, e.g., U.S. Pat. No. 9,712,676, which is hereby incorporated by reference herein.


In some embodiments, the benchmarking module 160 may output or otherwise report or use the relative performance measurements. The relative performance measurements may be used to assess the quality of a pairing strategy to determine, for example, whether a different pairing strategy (or a different pairing model) should be used, or to measure the overall performance (or performance gain) that was achieved within the task assignment system while it was optimized or otherwise configured to use one pairing strategy instead of another.



FIG. 2 shows a block diagram of a task assignment system 200 according to embodiments of the present disclosure. The task assignment system 200 may include a central switch 270. The central switch 270 may receive incoming tasks 220 (e.g., telephone calls, internet chat sessions, emails, etc.) or support outbound connections to contacts via a dialer, a telecommunications network, or other modules (not shown). The central switch 270 may include routing hardware and software for helping to route tasks among one or more queues (or subcenters), or to one or more Private Branch Exchange (“PBX”) or Automatic Call Distribution (ACD) routing components or other queuing or switching components within the task assignment system 200. The central switch 270 may not be necessary if there is only one queue (or subcenter), or if there is only one PBX or ACD routing component in the task assignment system 200.


If more than one queue (or subcenter) is part of the task assignment system 200, each queue may include at least one switch (e.g., switches 280A and 280B). The switches 280A and 280B may be communicatively coupled to the central switch 270. Each switch for each queue may be communicatively coupled to a plurality (or “pool”) of agents. Each switch may support a certain number of agents (or “seats”) to be logged in at one time. At any given time, a logged-in agent may be available and waiting to be connected to a task, or the logged-in agent may be unavailable for any of a number of reasons, such as being connected to another task, performing certain post-call functions such as logging information about the call, or taking a break. In the example of FIG. 2, the central switch 270 routes tasks to one of two queues via switch 280A and switch 280B, respectively. Each of the switches 280A and 280B are shown with two agents each. Agents 230A and 230B may be logged into switch 280A, and agents 230C and 230D may be logged into switch 280B.


The task assignment system 200 may also be communicatively coupled to an integrated pairing system 290. The pairing system 290 may be native to (or built in) the task assignment system 200 (i.e., “first-party”) or may be a service provided by, for example, a third-party vendor. In the example of FIG. 2, the pairing system 290 may be communicatively coupled to one or more switches in the switch system of the task assignment system 200, such as central switch 270, switch 280A, and switch 280B. In some embodiments, switches of the task assignment system 200 may be communicatively coupled to multiple pairing systems. In some embodiments, the pairing system 290 may be embedded within a component of the task assignment system 200 (e.g., embedded in or otherwise integrated with a switch). An example of the pairing system 290 is the pairing system 100, which is described above.


The pairing system 290 may receive information from a switch (e.g., switch 280A) about agents logged into the switch (e.g., agents 230A and 230B) and about incoming tasks 220 via another switch (e.g., central switch 270) or, in some embodiments, from a network (e.g., the Internet or a telecommunications network) (not shown). The pairing system 290 may process this information to determine which tasks should be paired (e.g., matched, assigned, distributed, routed) with which agents.


For example, in an L1 state, multiple agents may be available and waiting for connection to a task, and a task arrives at the task assignment system 200 via a network or the central switch 270. As explained above, without the pairing system 290, a switch will typically automatically distribute the new task to whichever available agent has been waiting the longest amount of time for an agent under a FIFO strategy, or whichever available agent has been determined to be the highest-performing agent under a PBR strategy. With the pairing system 290, contacts and agents may be given scores (e.g., percentiles or percentile ranges/bandwidths) according to a pairing model or other artificial intelligence data model, so that a task may be matched, paired, or otherwise connected to a preferred agent.


In an L2 state, multiple tasks are available and waiting for connection to an agent, and an agent becomes available. These tasks may be queued in a switch such as a PBX or ACD device. Without the pairing system 290, a switch will typically connect the newly available agent to whichever task has been waiting on hold in the queue for the longest amount of time as in a FIFO strategy or a PBR strategy when agent choice is not available. In some task assignment centers, priority queuing may also be incorporated, as previously explained. With the pairing system 290 in this L2 scenario, as in the L1 state described above, tasks and agents may be given percentiles (or percentile ranges/bandwidths, etc.) according to, for example, a model, such as an artificial intelligence model, so that an agent becoming available may be matched, paired, or otherwise connected to a preferred task.


In the task assignment system 200, the pairing system 290 may switch between pairing strategies and benchmark the relative performance of the task assignment system under each pairing strategy (e.g., by using a benchmarking module such as benchmarking module 160 of pairing system 100). The benchmarking results may help to determine which pairing strategy or combination of pairing strategies to use to optimize the overall performance of the task assignment system 200. Given that the pairing system 290 is integrated with—or “internal” to—the task assignment system 200, states of the task assignment system 200 (e.g., information and events about tasks and agents, pairing strategy used for every assignment, etc.) may be readily available to or otherwise retrievable by the pairing system 290 to conduct benchmarking calculations. However, in a task assignment system with an external pairing system, benchmarking may not be as straightforward, as will be described next.



FIG. 3 shows a block diagram of a task assignment system 300 with an external pairing system 395 according to embodiments of the present disclosure. In the task assignment system 300, a switch 380 may route a plurality of tasks 320 to a plurality of agents 330. The switch 380 may include routing hardware and software, or to one or more PBX or ACD routing components or other queuing or switching components for helping to route the plurality of tasks 320 among the plurality of agents 330.


In the task assignment system 300, an internal pairing system 390 may be communicatively coupled to the switch 380. The internal pairing system 390 may be native to (or built in) the task assignment system 300 (i.e., “first-party”) or may be provided by a third-party vendor. Typically, the internal pairing system 390 may implement traditional pairing strategies (e.g., FIFO or PBR) or some other pairing strategy that may be proprietary to the task assignment system 300. However, the internal pairing system 390 may also be in the form of the pairing system 100. The internal pairing system 390 may receive or otherwise retrieve information from the switch 380 about the agents 330 logged into the switch 380 and about the incoming tasks 320.


In the task assignment system 300, the external pairing system 395 may be communicatively coupled to the switch 380 via an interface 385. The interface 385 may isolate the task assignment system 300 from the external pairing system 395 (e.g., for security purposes), and control information exchanged between the two systems. An example of the interface 385 may be a public or a private proprietary application programming interface (API) provided over a network (e.g., the Internet or a telecommunications network) (not shown).


Unlike the internal pairing system 390, the external pairing system 395 may only have access to information that is selected and shared by the switch 380. Such information must be sufficient for the external pairing system 395 to determine optimal task-agent pairings. The external pairing system 395 may be provided by a third-party vendor and may be in the form of the pairing system 100 described above. Importantly, the external pairing system 395 may provide a pairing strategy (e.g., BP) that improves the performance of the task assignment system 300 when compared to the pairing strategy (or strategies) of the internal pairing system 390. The external pairing system 395 may also provide the same or a similar pairing strategy as that of the internal pairing system 390.


The task assignment system 300 may operate under a shared control, in which the switch 380 may send some route requests to the internal pairing system 390 and other route requests to the external pairing system 395, depending on which pairing system should control the pairing and determine which task is to be routed to which agent. The shared control may be desirable, for example, when the internal pairing system 390 employs a traditional or proprietary pairing strategy (e.g., FIFO or PBR) that may not be provided by the external pairing system 395, while the external pairing system 395 is used to provide a higher-performing pairing strategy (e.g., BP).


When the external pairing system 395 includes the same or a similar pairing strategy as that of the internal pairing system 390 (or it can emulate or otherwise simulate the pairing strategy of the internal pairing system 390), the task assignment system 300 may, in some embodiments, operate under full control such that the switch 380 sends all route requests to the external pairing system 395. In other words, the external pairing system 395 has full control on determining every task-agent pairing. Under the full control, at times, the external pairing system 395 may simulate/mimic the pairing strategy of the internal pairing system 390 (e.g., FIFO or PBR) and, at other times, employ a different pairing strategy (e.g., BP), and send its pairing recommendation to the switch 380 over the interface 385. The switch 380 may then assign the tasks 320 to agents 330 based on the pairing recommendation.


In some embodiments, shared control and full control may be a preconfigured setting in the task assignment system 300. In other embodiments, the task assignment system 300 may switch between shared control and full control automatically during runtime or by receiving input from a task assignment system manager or operator. The task assignment system 300 may use a control flag to indicate whether a historical task was assigned by the internal pairing system 390 or the external pairing system 395. The task assignment system 300 may share the control flag with the external pairing system 395 (e.g., for benchmarking purposes) over the interface 385.


Under either shared control or full control, the task assignment system 300 may use a second flag—a benchmark flag—to indicate whether a historical task was an “ON” task or an “OFF” task. An ON task is a task assigned by the external pairing module 395 using a higher-performing pairing strategy (e.g., BP). An OFF task is a task assigned using a traditional pairing strategy (e.g., FIFO or PBR) by either the internal pairing module 390 or the external pairing module 395. When operating in shared control, the task assignment system 300 (or the switch 380) may determine which of the tasks 320 should be ON or OFF. In full control, the task assignment 300 may either (1) mark tasks as ON or OFF prior to sending route requests to the external pairing system 395, or (2) send the route requests to the external pairing system 395 and allow the external pairing system 395 to determine which of the task should be treated as ON or OFF. The determination of the whether a task should be ON or OFF may be based on one or more predetermined schemes or an agreement between the task assignment system 300 and the external pairing system 395. See U.S. Pat. No. 9,712,676.


In some embodiments, the benchmark flag may also be used to indicate that a historical task was paired to an agent by the internal pairing system 390 when the task should have been paired by the external pairing system 395 (i.e., ON tasks under shared control, or both ON and OFF tasks under full control). In these situations, the benchmark flag may be set to a third value, e.g., “Default” instead of “ON” or “OFF”). Historical task assignments flagged as “Default” may be excluded from benchmarking calculations in some embodiments given that such assignments may have been due to unintentional errors or failures in the task assignment system 300.


In some embodiments, it may be desirable for the external pairing system 395 to observe the task assignment system 300 and gather data to build or refine a pairing strategy or pairing model while the internal pairing system 390 assigns tasks 320 to agents 330. Historical tasks assigned in such a fashion may be indicated by setting the benchmark flag to a fourth value, e.g., “Monitor Mode.” Unlike a “Default” benchmark flag that may arise due to an unintentional error or failure in the task assignment system 300, a “Monitor Mode” benchmark flag may be intentional and, therefore, the corresponding historical task may or may not need to be excluded from benchmarking calculations, depending on the configuration of the task assignment system 300. Like the control flag, the task assignment system 300 may share the benchmark flag with the external pairing system 395 (e.g., for benchmarking purposes) over the interface 385.


In task assignment system 300, either the internal pairing system 390 or the external pairing system 395 may benchmark the relative performance of the task assignment system 300 under a traditional pairing strategy (e.g., FIFO or PBR) and a higher-performing pairing strategy (e.g., BP). Since the internal pairing system 390 is integral to the task assignment system 300, states of the task assignment system 300 (e.g., information and events about tasks 320 and agents 330, pairing strategy used for every task-agent pairing, outcome of every pairing, etc.) may be readily available for benchmarking calculations. However, the external pairing system 395 must rely on information provided by the task assignment system 300 over the interface 385 to perform pairing.


In some embodiments, the external pairing system operates in a “stateless” environment, where the task assignment system 300 may provide enough information within each route request for the external pairing system 395 to make a pairing recommendation. For example, in addition to the control flag (indicating shared control or full control) and the benchmark flag (indicating ON tasks, OFF tasks, Default, or Monitor Mode), the task assignment system 300 may provide the external pairing system 395 with an adequate amount of state information within the route request (e.g., the complete set of agents available for pairing and the complete set of tasks available for pairing). In some embodiments, the stateless route request may include additional information, such as an ordered set of agents ordered by idle time and/or an ordered set of tasks ordered by waiting time.


In other embodiment, the external pairing system 395 may be in a “stateful” environment, where the task assignment system 300 provides event information over the interface 385 such that the external pairing system 395 may maintain a mirror image of the state of the task assignment system 300. In other words, every relevant event that takes place in task assignment system 300 is shared with the external pairing system 395, such as such as time of arrival of every task, when an agent becomes available, when an agent logs out, when a call hangs up (in the context of a call center), etc. The interface 385 may support error-checking or reset functionality to help the external pairing system 395 maintain fidelity in the mirrored state with the task assignment system 300.


The task assignment system 300 is illustrated as having a single queue with the single switch 380 for simplicity. The task assignment system 300 could include additional queues with corresponding switches, in which case, either each switch could be communicatively coupled to the internal pairing system 390 and the external pairing system 395, or there could be an internal pairing system and an external pairing system for each switch.



FIG. 4 shows a flow diagram of a benchmarking method 400 for a task assignment system (e.g., task assignment system 300) with an external pairing system (e.g., external pairing system 395) according to embodiments of the present disclosure.


The benchmarking method 400 may begin at block 410. At block 410, the benchmarking method 400 may transmit, to the external pairing system over an API, a control flag and a benchmark flag. As described above, the control flag may indicate whether a pairing of a task to an agent in the task assignment system was based on a response by the external pairing system to a routing request sent by the task assignment system or a routing switch (e.g., switch 380) within the task assignment system.


At block 420, the benchmarking method 400 may receive, from the external pairing system, a task-agent pairing based on a first pairing strategy or a second pairing strategy. The task-agent pairing may be based at least in part on the control flag and the benchmark flag. The first pairing strategy may be a BP strategy and may be provided by the external pairing system. The second pairing strategy may be a FIFO strategy or a PBR strategy and may be provided either by the external pairing system or an internal pairing system (e.g., internal pairing system 390) of the task assignment system.



FIG. 5 shows a flow diagram of a benchmarking method 500 for an external pairing system (e.g., external pairing system 395) communicatively coupled to a task assignment system (e.g., task assignment system 300) according to embodiments of the present disclosure.


The benchmarking method 500 may begin at block 510. At block 510, the benchmarking method 500 may receive, from the task assignment system over an API, a control flag and a benchmark flag. The control flag may indicate whether a pairing of a task to an agent in the task assignment system was based on a response by the external pairing system to a routing request received by the external pairing system.


At block 520, the benchmarking method 500 may transmit, to the task assignment system, a task-agent pairing based on a first pairing strategy or a second pairing strategy. The task-agent pairing may be based at least in part on the control flag and the benchmark flag. The first pairing strategy may be a BP strategy and may be provided by the external pairing system. The second pairing strategy may be a FIFO strategy or a PBR strategy and may be provided either by the external pairing system or an internal pairing system (e.g., internal pairing system 390) of the task assignment system.


At this point it should be noted that task assignment in accordance with the present disclosure as described above may involve the processing of input data and the generation of output data to some extent. This input data processing and output data generation may be implemented in hardware or software. For example, specific electronic components may be employed in a behavioral pairing module or similar or related circuitry for implementing the functions associated with task assignment in accordance with the present disclosure as described above. Alternatively, one or more processors operating in accordance with instructions may implement the functions associated with task assignment in accordance with the present disclosure as described above. If such is the case, it is within the scope of the present disclosure that such instructions may be stored on one or more non-transitory processor readable storage media (e.g., a magnetic disk or other storage medium), or transmitted to one or more processors via one or more signals embodied in one or more carrier waves.


The present disclosure is not to be limited in scope by the specific embodiments described herein. Indeed, other various embodiments of and modifications to the present disclosure, in addition to those described herein, will be apparent to those of ordinary skill in the art from the foregoing description and accompanying drawings. Thus, such other embodiments and modifications are intended to fall within the scope of the present disclosure. Further, although the present disclosure has been described herein in the context of at least one particular implementation in at least one particular environment for at least one particular purpose, those of ordinary skill in the art will recognize that its usefulness is not limited thereto and that the present disclosure may be beneficially implemented in any number of environments for any number of purposes.

Claims
  • 1. A method for behavioral pairing in a task assignment system with an external pairing system, the method comprising: transmitting, by at least one computer processor communicatively coupled to and configured to operate in the task assignment system, to the external pairing system over an application programming interface, a control flag and a benchmark flag, wherein: the control flag indicates whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request sent by the at least one computer processor; andthe benchmark flag indicates whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy; andreceiving, by the at least one computer processor, from the external pairing system, the task-agent pairing based on one of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag, wherein the transmitting further includes transmitting events related to at least one of the task and the agent, and further wherein the task-agent pairing is further based on the events.
  • 2. The method of claim 1, wherein the task assignment system is a contact center system.
  • 3. The method of claim 1, wherein the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.
  • 4. The method of claim 1, wherein the first pairing strategy is provided by the external pairing system, and the second pairing strategy is provided by one of the external pairing system and the internal pairing system.
  • 5. A system for behavioral pairing in a task assignment system with an external pairing system comprising: at least one computer processor communicatively coupled to and configured to operate in the task assignment system, wherein the at least one computer processor is further configured to:transmit, to the external pairing system over an application programming interface, a control flag and a benchmark flag, wherein: the control flag indicates whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request sent by the at least one computer processor; andthe benchmark flag indicates whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy; andreceive, from the external pairing system, the task-agent pairing based on one of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag, wherein the transmitting further includes transmitting events related to at least one of the task and the agent, and further wherein the task-agent pairing is further based on the events.
  • 6. The system of claim 5, wherein the task assignment system is a contact center system.
  • 7. The system of claim 5, wherein the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.
  • 8. The system of claim 5, wherein the first pairing strategy is provided by the external pairing system, and the second pairing strategy is provided by one of the external pairing system and the internal pairing system.
  • 9. An article of manufacture for behavioral pairing in a task assignment system with an external pairing system comprising: a non-transitory processor readable medium; andinstructions stored on the medium;wherein the instructions are configured to be readable from the medium by at least one computer processor communicatively coupled to and configured to operate in the task assignment system and thereby cause the at least one computer processor to operate so as to:transmit, to the external pairing system over an application programming interface, a control flag and a benchmark flag, wherein: the control flag indicates whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request sent by the at least one computer processor; andthe benchmark flag indicates whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy; andreceive, from the external pairing system, the task-agent pairing based on one of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag, wherein the transmitting further includes transmitting events related to at least one of the task and the agent, and further wherein the task-agent pairing is further based on the events.
  • 10. The article of manufacture of claim 9, wherein the task assignment system is a contact center system.
  • 11. The article of manufacture of claim 9, wherein the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.
  • 12. The article of manufacture of claim 9, wherein the first pairing strategy is provided by the external pairing system, and the second pairing strategy is provided by one of the external pairing system and the internal pairing system.
  • 13. A method for behavioral pairing in an external pairing system communicatively coupled to a task assignment system, the method comprising: receiving, by at least one computer processor communicatively coupled to and configured to operate in the external pairing system, from the task assignment system over an application programming interface, a control flag and a benchmark flag, wherein: the control flag indicates whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request received by the at least one computer processor; andthe benchmark flag indicates whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy; andtransmitting, by the at least one computer processor, to the task assignment system, the task-agent pairing of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag, wherein the receiving further includes events related to at least one of the task and the agent, and wherein the task-agent pairing is further based on the events.
  • 14. The method of claim 13, wherein the task assignment system is a contact center system.
  • 15. The method of claim 13, wherein the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.
  • 16. The method of claim 13, wherein the first pairing strategy is provided by the external pairing system, and the second pairing strategy is provided by one of the external pairing system and the internal pairing system.
  • 17. A system for benchmarking in an external pairing system communicatively coupled to a task assignment system comprising: at least one computer processor communicatively coupled to and configured to operate in the external pairing system, wherein the at least one computer processor is further configured to:receive, from the task assignment system over an application programming interface, a control flag and a benchmark flag, wherein: the control flag indicates whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request received by the at least one computer processor; andthe benchmark flag indicates whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy; andtransmit, to the task assignment system, the task-agent pairing of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag, wherein the receiving further includes events related to at least one of the task and the agent, and wherein the task-agent pairing is further based on the events.
  • 18. The system of claim 17, wherein the task assignment system is a contact center system.
  • 19. The system of claim 17, wherein the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.
  • 20. The system of claim 17, wherein the first pairing strategy is provided by the external pairing system, and the second pairing strategy is provided by one of the external pairing system and the internal pairing system.
  • 21. An article of manufacture for benchmarking in an external pairing system communicatively coupled to a task assignment system comprising: a non-transitory processor readable medium; andinstructions stored on the medium;wherein the instructions are configured to be readable from the medium by at least one computer processor communicatively coupled to and configured to operate in the external pairing system and thereby cause the at least one computer processor to operate so as to:receive, from the task assignment system over an application programming interface, a control flag and a benchmark flag, wherein: the control flag indicates whether a task-agent pairing in the task assignment system is to be based on a response by the external pairing system to a routing request received by the at least one computer processor; andthe benchmark flag indicates whether the pairing of the task to the agent is to be based on one of a first pairing strategy and a second pairing strategy; andtransmit, to the task assignment system, the task-agent pairing of the first pairing strategy and the second pairing strategy, the task-agent pairing being based at least in part on the control flag and the benchmark flag, wherein the receiving further includes events related to at least one of the task and the agent, and wherein the task-agent pairing is further based on the events.
  • 22. The article of manufacture of claim 21, wherein the task assignment system is a contact center system.
  • 23. The article of manufacture of claim 21, wherein the first pairing strategy is a behavioral pairing strategy, and wherein the second pairing strategy is one of a first-in, first-out strategy and a performance-based routing strategy.
  • 24. The article of manufacture of claim 21, wherein the first pairing strategy is provided by the external pairing system, and the second pairing strategy is provided by one of the external pairing system and the internal pairing system.
CROSS-REFERENCE TO RELATED APPLICATIONS

This patent application claims priority to U.S. Provisional Patent Application No. 62/970,526, filed Feb. 5, 2020, which is hereby incorporated by reference herein in its entirety.

US Referenced Citations (289)
Number Name Date Kind
5155763 Bigus et al. Oct 1992 A
5206903 Kohler et al. Apr 1993 A
5327490 Cave Jul 1994 A
5537470 Lee Jul 1996 A
5702253 Bryce et al. Dec 1997 A
5825869 Brooks et al. Oct 1998 A
5903641 Tonisson May 1999 A
5907601 David et al. May 1999 A
5926538 Deryugin et al. Jul 1999 A
6021428 Miloslavsky Feb 2000 A
6044355 Crockett et al. Mar 2000 A
6044468 Osmond Mar 2000 A
6049603 Schwartz et al. Apr 2000 A
6052460 Fisher et al. Apr 2000 A
6064731 Flockhart et al. May 2000 A
6088444 Walker et al. Jul 2000 A
6163607 Bogart et al. Dec 2000 A
6222919 Hollatz et al. Apr 2001 B1
6292555 Okamoto Sep 2001 B1
6324282 McIllwaine et al. Nov 2001 B1
6333979 Bondi et al. Dec 2001 B1
6389132 Price May 2002 B1
6389400 Bushey et al. May 2002 B1
6408066 Andruska et al. Jun 2002 B1
6411687 Bohacek et al. Jun 2002 B1
6424709 Doyle et al. Jul 2002 B1
6434230 Gabriel Aug 2002 B1
6496580 Chack Dec 2002 B1
6504920 Okon et al. Jan 2003 B1
6519335 Bushnell Feb 2003 B1
6519568 Harvey et al. Feb 2003 B1
6535600 Fisher et al. Mar 2003 B1
6535601 Flockhart et al. Mar 2003 B1
6570980 Baruch May 2003 B1
6587556 Judkins et al. Jul 2003 B1
6603854 Judkins et al. Aug 2003 B1
6639976 Shellum et al. Oct 2003 B1
6661889 Flockhart et al. Dec 2003 B1
6704410 McFarlane et al. Mar 2004 B1
6707904 Judkins et al. Mar 2004 B1
6714643 Gargeya Mar 2004 B1
6744878 Komissarchik et al. Jun 2004 B1
6763104 Judkins et al. Jul 2004 B1
6774932 Ewing et al. Aug 2004 B1
6775378 Villena et al. Aug 2004 B1
6798876 Bala Sep 2004 B1
6829348 Schroeder et al. Dec 2004 B1
6832203 Villena et al. Dec 2004 B1
6859529 Duncan et al. Feb 2005 B2
6895083 Bers et al. May 2005 B1
6922466 Peterson et al. Jul 2005 B1
6937715 Delaney Aug 2005 B2
6956941 Duncan et al. Oct 2005 B1
6970821 Shambaugh et al. Nov 2005 B1
6978006 Polcyn Dec 2005 B1
7023979 Wu et al. Apr 2006 B1
7039166 Peterson et al. May 2006 B1
7050566 Becerra et al. May 2006 B2
7050567 Jensen May 2006 B1
7062031 Becerra et al. Jun 2006 B2
7068775 Lee Jun 2006 B1
7092509 Mears et al. Aug 2006 B1
7103172 Brown et al. Sep 2006 B2
7158628 McConnell Jan 2007 B2
7184540 Dezonno et al. Feb 2007 B2
7209549 Reynolds et al. Apr 2007 B2
7231032 Nevman et al. Jun 2007 B2
7231034 Rikhy et al. Jun 2007 B1
7236584 Torba Jun 2007 B2
7245716 Brown et al. Jul 2007 B2
7245719 Kawada et al. Jul 2007 B2
7266251 Rowe Sep 2007 B2
7269253 Wu et al. Sep 2007 B1
7353388 Gilman et al. Apr 2008 B1
7372952 Wu et al. May 2008 B1
7398224 Cooper Jul 2008 B2
7593521 Becerra et al. Sep 2009 B2
7676034 Wu et al. Mar 2010 B1
7725339 Aykin May 2010 B1
7734032 Kiefhaber et al. Jun 2010 B1
7798876 Mix Sep 2010 B2
7826597 Berner et al. Nov 2010 B2
7864944 Khouri et al. Jan 2011 B2
7899177 Bruening et al. Mar 2011 B1
7916858 Heller et al. Mar 2011 B1
7940917 Lauridsen et al. May 2011 B2
7961866 Boutcher et al. Jun 2011 B1
7995717 Conway et al. Aug 2011 B2
8000989 Kiefhaber et al. Aug 2011 B1
8010607 McCormack et al. Aug 2011 B2
8094790 Conway et al. Jan 2012 B2
8126133 Everingham et al. Feb 2012 B1
8140441 Cases et al. Mar 2012 B2
8175253 Knott et al. May 2012 B2
8229102 Knott et al. Jul 2012 B2
8249245 Jay et al. Aug 2012 B2
8259924 Korolev Sep 2012 B2
8295471 Spottiswoode et al. Oct 2012 B2
8300798 Wu et al. Oct 2012 B1
8306212 Arora Nov 2012 B2
8359219 Chishti et al. Jan 2013 B2
8433597 Chishti et al. Apr 2013 B2
8472611 Chishti Jun 2013 B2
8565410 Chishti et al. Oct 2013 B2
8634542 Spottiswoode et al. Jan 2014 B2
8644490 Stewart Feb 2014 B2
8670548 Xie et al. Mar 2014 B2
8699694 Chishti et al. Apr 2014 B2
8712821 Spottiswoode Apr 2014 B2
8718271 Spottiswoode May 2014 B2
8724797 Chishti et al. May 2014 B2
8731178 Chishti et al. May 2014 B2
8737595 Chishti et al. May 2014 B2
8750488 Spottiswoode et al. Jun 2014 B2
8761380 Kohler et al. Jun 2014 B2
8781100 Spottiswoode et al. Jul 2014 B2
8781106 Afzal Jul 2014 B2
8792630 Chishti et al. Jul 2014 B2
8824658 Chishti Sep 2014 B2
8831207 Agarwal Sep 2014 B1
8856869 Brinskelle Oct 2014 B1
8879715 Spottiswoode et al. Nov 2014 B2
8903079 Xie et al. Dec 2014 B2
8913736 Kohler et al. Dec 2014 B2
8929537 Chishti et al. Jan 2015 B2
8938063 Hackbarth et al. Jan 2015 B1
8995647 Li et al. Mar 2015 B2
9020137 Chishti et al. Apr 2015 B2
9025757 Spottiswoode et al. May 2015 B2
9137372 Conway Sep 2015 B2
9215323 Chishti Dec 2015 B2
9277055 Spottiswoode et al. Mar 2016 B2
9300802 Chishti Mar 2016 B1
9426296 Chishti et al. Aug 2016 B2
9692899 Rizvi Jun 2017 B1
9712676 Chishti Jul 2017 B1
9712679 Chishti et al. Jul 2017 B2
9781269 Chishti et al. Oct 2017 B2
9787841 Chishti et al. Oct 2017 B2
9930180 Kan et al. Mar 2018 B1
9942405 Kan et al. Apr 2018 B1
9955013 Chishti Apr 2018 B1
RE46986 Chishti et al. Aug 2018 E
10116800 Kan et al. Oct 2018 B1
10135987 Chishti et al. Nov 2018 B1
RE47201 Chishti et al. Jan 2019 E
10257354 Chishti Apr 2019 B2
10284727 Kan et al. May 2019 B2
10320984 Chishti Jun 2019 B2
10326882 Chishti Jun 2019 B2
10404861 Kan et al. Sep 2019 B2
20010032120 Stuart et al. Oct 2001 A1
20010044896 Schwartz et al. Nov 2001 A1
20020018554 Jensen et al. Feb 2002 A1
20020046030 Haritsa et al. Apr 2002 A1
20020059164 Shtivelman May 2002 A1
20020082736 Lech et al. Jun 2002 A1
20020110234 Walker et al. Aug 2002 A1
20020111172 DeWolf et al. Aug 2002 A1
20020131399 Philonenko Sep 2002 A1
20020138285 DeCotiis et al. Sep 2002 A1
20020143599 Nourbakhsh et al. Oct 2002 A1
20020161765 Kundrot et al. Oct 2002 A1
20020184069 Kosiba et al. Dec 2002 A1
20020196845 Richards et al. Dec 2002 A1
20030002653 Uckun Jan 2003 A1
20030059029 Mengshoel et al. Mar 2003 A1
20030081757 Mengshoel et al. May 2003 A1
20030095652 Mengshoel et al. May 2003 A1
20030169870 Stanford Sep 2003 A1
20030174830 Boyer et al. Sep 2003 A1
20030217016 Pericle Nov 2003 A1
20040028211 Culp et al. Feb 2004 A1
20040057416 McCormack Mar 2004 A1
20040096050 Das et al. May 2004 A1
20040098274 Dezonno et al. May 2004 A1
20040101127 Dezonno et al. May 2004 A1
20040109555 Williams Jun 2004 A1
20040133434 Szlam et al. Jul 2004 A1
20040210475 Starnes et al. Oct 2004 A1
20040230438 Pasquale et al. Nov 2004 A1
20040267816 Russek Dec 2004 A1
20050013428 Walters Jan 2005 A1
20050043986 McConnell et al. Feb 2005 A1
20050047581 Shaffer et al. Mar 2005 A1
20050047582 Shaffer et al. Mar 2005 A1
20050071223 Jain et al. Mar 2005 A1
20050129212 Parker Jun 2005 A1
20050135593 Becerra et al. Jun 2005 A1
20050135596 Zhao Jun 2005 A1
20050187802 Koeppel Aug 2005 A1
20050195960 Shaffer et al. Sep 2005 A1
20050286709 Horton et al. Dec 2005 A1
20060098803 Bushey et al. May 2006 A1
20060110052 Finlayson May 2006 A1
20060124113 Roberts Jun 2006 A1
20060184040 Keller et al. Aug 2006 A1
20060222164 Contractor et al. Oct 2006 A1
20060233346 McIlwaine et al. Oct 2006 A1
20060262918 Karnalkar et al. Nov 2006 A1
20060262922 Margulies et al. Nov 2006 A1
20070036323 Travis Feb 2007 A1
20070071222 Flockhart et al. Mar 2007 A1
20070116240 Foley et al. May 2007 A1
20070121602 Sin et al. May 2007 A1
20070121829 Tal et al. May 2007 A1
20070136342 Singhai et al. Jun 2007 A1
20070153996 Hansen Jul 2007 A1
20070154007 Bernhard Jul 2007 A1
20070174111 Anderson et al. Jul 2007 A1
20070198322 Bourne et al. Aug 2007 A1
20070211881 Parker-Stephen Sep 2007 A1
20070219816 Van Luchene et al. Sep 2007 A1
20070274502 Brown Nov 2007 A1
20080002823 Fama et al. Jan 2008 A1
20080008309 Dezonno et al. Jan 2008 A1
20080046386 Pieraccinii et al. Feb 2008 A1
20080065476 Klein et al. Mar 2008 A1
20080118052 Houmaidi et al. May 2008 A1
20080144803 Jaiswal et al. Jun 2008 A1
20080152122 Idan et al. Jun 2008 A1
20080181389 Bourne et al. Jul 2008 A1
20080199000 Su et al. Aug 2008 A1
20080205611 Jordan et al. Aug 2008 A1
20080267386 Cooper Oct 2008 A1
20080273687 Knott et al. Nov 2008 A1
20090043670 Johansson et al. Feb 2009 A1
20090086933 Patel et al. Apr 2009 A1
20090190740 Chishti et al. Jul 2009 A1
20090190743 Spottiswoode Jul 2009 A1
20090190744 Xie et al. Jul 2009 A1
20090190745 Xie et al. Jul 2009 A1
20090190746 Chishti et al. Jul 2009 A1
20090190747 Spottiswoode Jul 2009 A1
20090190748 Chishti et al. Jul 2009 A1
20090190749 Xie et al. Jul 2009 A1
20090190750 Xie et al. Jul 2009 A1
20090232294 Xie et al. Sep 2009 A1
20090234710 Belgaied Hassine et al. Sep 2009 A1
20090245493 Chen et al. Oct 2009 A1
20090249083 Forlenza et al. Oct 2009 A1
20090304172 Becerra et al. Dec 2009 A1
20090305172 Tanaka et al. Dec 2009 A1
20090318111 Desai et al. Dec 2009 A1
20090323921 Spottiswoode et al. Dec 2009 A1
20100020959 Spottiswoode Jan 2010 A1
20100020961 Spottiswoode Jan 2010 A1
20100054431 Jaiswal et al. Mar 2010 A1
20100054452 Afzal Mar 2010 A1
20100054453 Stewart Mar 2010 A1
20100086120 Brussat et al. Apr 2010 A1
20100111285 Chishti May 2010 A1
20100111286 Chishti May 2010 A1
20100111287 Xie et al. May 2010 A1
20100111288 Afzal et al. May 2010 A1
20100142689 Hansen et al. Jun 2010 A1
20100142698 Spottiswoode et al. Jun 2010 A1
20100158238 Saushkin Jun 2010 A1
20100183138 Spottiswoode et al. Jul 2010 A1
20110022357 Vock et al. Jan 2011 A1
20110031112 Birang et al. Feb 2011 A1
20110069821 Korolev et al. Mar 2011 A1
20110125048 Causevic et al. May 2011 A1
20110206199 Arora Aug 2011 A1
20120051536 Chishti et al. Mar 2012 A1
20120051537 Chishti et al. Mar 2012 A1
20120183131 Kohler et al. Jul 2012 A1
20120224680 Spottiswoode et al. Sep 2012 A1
20120278136 Flockhart et al. Nov 2012 A1
20130003959 Nishikawa et al. Jan 2013 A1
20130051545 Ross et al. Feb 2013 A1
20130251137 Chishti et al. Sep 2013 A1
20130287202 Flockhart et al. Oct 2013 A1
20140044246 Klemm et al. Feb 2014 A1
20140079210 Kohler et al. Mar 2014 A1
20140119531 Tuchman et al. May 2014 A1
20140119533 Spottiswoode et al. May 2014 A1
20140270133 Conway et al. Sep 2014 A1
20140341370 Li et al. Nov 2014 A1
20150055772 Klemm et al. Feb 2015 A1
20150281448 Putra et al. Oct 2015 A1
20160080573 Chishti Mar 2016 A1
20170013131 Craib Jan 2017 A1
20170064080 Chishti et al. Mar 2017 A1
20170064081 Chishti et al. Mar 2017 A1
20170316438 Konig et al. Nov 2017 A1
20180316793 Kan et al. Nov 2018 A1
20180316794 Kan et al. Nov 2018 A1
20190222697 Kan et al. Jul 2019 A1
Foreign Referenced Citations (70)
Number Date Country
2008349500 May 2014 AU
2009209317 May 2014 AU
2009311534 Aug 2014 AU
2015203175 Jul 2015 AU
2015243001 Nov 2015 AU
101093590 Dec 2007 CN
102164073 Aug 2011 CN
102390184 Mar 2012 CN
102555536 Jul 2012 CN
202965525 Jun 2013 CN
203311505 Nov 2013 CN
102301688 May 2014 CN
102017591 Nov 2014 CN
0493292 Jul 1992 EP
0863651 Sep 1998 EP
0949793 Oct 1999 EP
1011974 Jun 2000 EP
1032188 Aug 2000 EP
1107557 Jun 2001 EP
1335572 Aug 2003 EP
2338270 Apr 2018 EP
2339643 Feb 2000 GB
11-098252 Apr 1999 JP
2000-069168 Mar 2000 JP
2000-078291 Mar 2000 JP
2000-078292 Mar 2000 JP
2000-092213 Mar 2000 JP
2000-507420 Jun 2000 JP
2000-236393 Aug 2000 JP
2000-253154 Sep 2000 JP
2001-292236 Oct 2001 JP
2001-518753 Oct 2001 JP
2002-297900 Oct 2002 JP
3366565 Jan 2003 JP
2003-187061 Jul 2003 JP
2004-056517 Feb 2004 JP
2004-227228 Aug 2004 JP
2006-345132 Dec 2006 JP
2007-324708 Dec 2007 JP
2009-081627 Apr 2009 JP
2011-511533 Apr 2011 JP
2011-511536 Apr 2011 JP
2012-075146 Apr 2012 JP
5421928 Feb 2014 JP
5631326 Nov 2014 JP
5649575 Jan 2015 JP
2015-514268 May 2015 JP
2015-514371 May 2015 JP
10-2002-0044077 Jun 2002 KR
10-2013-0099554 Sep 2013 KR
316118 Dec 2013 MX
322251 Jul 2014 MX
587100 Oct 2013 NZ
587101 Oct 2013 NZ
591486 Jan 2014 NZ
592781 Mar 2014 NZ
1-2010-501704 Feb 2014 PH
1-2010-501705 Feb 2015 PH
1-2011-500868 Jun 2015 PH
WO-199917517 Apr 1999 WO
WO-0070849 Nov 2000 WO
WO-2001063894 Aug 2001 WO
WO-2006124113 Nov 2006 WO
WO-2009097018 Aug 2009 WO
WO-2009097210 Aug 2009 WO
WO-2010053701 May 2010 WO
WO-2011081514 Jul 2011 WO
WO-2013148453 Oct 2013 WO
WO-2015019806 Feb 2015 WO
WO-2016048290 Mar 2016 WO
Non-Patent Literature Citations (37)
Entry
Afiniti, “Afiniti® Enterprise Behavioral Pairing™ Improves Contact Center Performance,” White Paper, retrieved online from URL: <http://www.afinitit, com/wp-content/uploads/2016/04/Afiniti_White-Paper_Web-Email.pdf> 2016, (11 pages).
Anonymous, (2006) “Performance Based Routing in Profit Call Centers,” The Decision Makers' Direct, located at www.decisioncraft.com, Issue Jun. 2002, (3 pages).
Chen, G., et al., “Enhanced Locality Sensitive Clustering in High Dimensional Space”, Transactions on Electrical and Electronic Materials, vol. 15, No. 3, Jun. 25, 2014, pp. 125-129 (5 pages).
Cleveland, William S., “Robust Locally Weighted Regression and Smoothing Scatterplots,” Journal of the American Statistical Association, vol. 74, No. 368, pp. 829-836 (Dec. 1979).
Cormen, T.H., et al., “Introduction to Algorithms”, Third Edition, Chapter 26 and 29, 2009, (116 pages).
Gans, N. et al., “Telephone Call Centers: Tutorial, Review and Research Prospects,” Manufacturing & Service Operations Management, vol. 5, No. 2, 2003, pp. 79-141, (84 pages).
International Preliminary Report on Patentability and Written Opinion issued in connection with PCT/US2009/066254 dated Jun. 14, 2011, (6 pages).
International Search Report and Written Opinion issued by the European Patent Office as International Searching Authority for PCT/IB2016/001762 dated Feb. 20, 2017, (15 pages).
International Search Report and Written Opinion issued by the European Patent Office as International Searching Authority for PCT/IB2016/001776 dated Mar. 3, 2017, (16 pages).
International Search Report and Written Opinion issued by the European Patent Office as International Searching Authority for PCT/IB2017/000570 dated Jun. 30, 2017, (13 pages).
International Search Report and Written Opinion issued by the European Patent Office as International Searching Authority for PCT/IB2018/000434 dated Jun. 20, 2018, (14 pages).
International Search Report and Written Opinion issued in connection with PCT/IB2018/000886 dated Dec. 4, 2018, (13 pages).
International Search Report and Written Opinion issued in connection with PCT/IB2018/000907 dated Nov. 26, 2018, (11 pages).
International Search Report issued in connection with PCT/US2009/054352 dated Mar. 12, 2010, (5 pages).
International Search Report issued in connection with PCT/US2008/077042 dated Mar. 13, 2009, (3 pages).
International Search Report issued in connection with PCT/US2009/031611 dated Jun. 3, 2009, (5 pages).
International Search Report issued in connection with PCT/US2009/061537 dated Jun. 7, 2010, (5 pages).
International Search Report issued in connection with PCT/US2009/066254 dated Feb. 24, 2010, (4 pages).
International Search Report issued in connection with PCT/US2013/033261 dated Jun. 14, 2013, (3 pages).
International Search Report issued in connection with PCT/US2013/033265 dated Jul. 9, 2013, (2 pages).
International Search Report issued in connection with PCT/US2013/033268 dated May 31, 2013, (2 pages).
Ioannis Ntzoufras “Bayesian Modeling Using Winbugs An Introduction”, Department of Statistics, Athens University of Economics and Business, Wiley-Interscience, A John Wiley & Sons, Inc., Publication, Chapter 5, Jan. 1, 2007, pp. 155-220 (67 pages).
Koole, G. et al., “An Overview of Routing and Staffing Algorithms in Multi-Skill Customer Contact Centers,” Manuscript, Mar. 6, 2006, (42 pages).
Koole, G., “Performance Analysis and Optimization in Customer Contact Centers,” Proceedings of the Quantitative Evaluation of Systems, First International Conference, Sep. 27-30, 2004, (4 pages).
Nocedal, J. and Wright, S. J., “Numerical Optimization,” Chapter 16 Quadratic Programming, 2006, pp. 448-496 (50 pages).
Ntzoufras, “Bayesian Modeling Using Winbugs”. Wiley Interscience, Chapter 5, Normal Regression Models, Oct. 18, 2007, Redacted version, pp. 155-220 (67 pages).
Press, W. H. and Rybicki, G. B., “Fast Algorithm for Spectral Analysis of Unevenly Sampled Data,” The Astrophysical Journal, vol. 338, Mar. 1, 1989, pp. 277-280 (4 pages).
Riedmiller, M. et al., “A Direct Adaptive Method for Faster Backpropagation Learning: The RPROP Algorithm,” 1993 IEEE International Conference on Neural Networks, San Francisco, CA, Mar. 28-Apr. 1, 1993, 1:586-591 (8 pages).
Stanley et al., “Improving Call Center Operations Using Performance-Based Routing Strategies,” California Journal of Operations Management, 6(1), 24-32, Feb. 2008; retrieved from http://userwww.sfsu.edu/saltzman/Publist.html (9 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2009/054352 dated Mar. 12, 2010, (5 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2008/077042 dated Mar. 13, 2009, (6 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2009/031611 dated Jun. 3, 2009, (7 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2009/061537 dated Jun. 7, 2010, (10 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2009/066254 dated Feb. 24, 2010, (5 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2013/033261 dated Jun. 14, 2013, (7 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2013/033265 dated Jul. 9, 2013, (7 pages).
Written Opinion of the International Searching Authority issued in connection with PCT/US2013/033268 dated May 31, 2013, (7 pages).
Related Publications (1)
Number Date Country
20210240530 A1 Aug 2021 US
Provisional Applications (1)
Number Date Country
62970526 Feb 2020 US