US6424709B1
Expired / Lapsed
US
⏱️ 0.0 years remaining
Skill-based call routing
Assignee: Rockwell Firstpoint Contact Corp
•
Filing: 1999-03-22
•
Granted: 2002-07-23
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Expires: 2019-03-22
Abstract
Abstract A method and apparatus are provided for assigning a plurality of agents to incoming calls by an automatic call distributor. The method includes the steps of defining a plurality of agent groups for processing calls received by the automatic call distributor and assigning at least some agents of the plurality of agents to an agent group of the plurality of agent groups based upon a skill level of the at least some agents and a set of required qualifications for the agent group. The method further includes the steps of delivering calls to the at least some agents of the agent group based upon the required qualifications for the agent group and upon agent idle time, monitoring a call loading of the agent group and adjusting a number of the at least some agents of the group based upon the monitored call loading.
Inventors
- 👤 Robert J. Doyle
- 👤 Kurt E. Sunderman
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-11-05 09:47
CPC Classifications
H; H04; H04M; H04M3/00; H04M3/42; H04M3/50; H04M3/51; H04M3/523; H04M3/5232; H04M3/5233
Claims Analysis
Total Claims: 52
Claim 1
Independent Claim
146 words
A method of assigning a plurality of agents to agent groups for servicing incoming calls by an automatic call distributor, such method comprising the steps of: defining a plurality of agent groups for processing calls received by the automatic call distributor; assigning agents of the plurality of agents to an agent group of the plurality of agent groups based upon a relative skill level of the plurality of agents and a set of required qualifications for the agent group; delivering calls to the assigned agents of the agent group based upon the required qualifications for the agent group and upon agent idle time; monitoring an average delay time of calls delivered to agents of the agent group; and adjusting a number of the at least some agents of the group based upon the monitored loading and upon a relative skill level among the plurality of agents.
Claim 2
Independent Claim
146 words
A method of assigning a plurality of agents to agent groups for servicing incoming calls by an automatic call distributor, such method comprising the steps of: defining a plurality of agent groups for processing calls received by the automatic call distributor; assigning agents of the plurality of agents to an agent group of the plurality of agent groups based upon a relative skill level of the plurality of agents and a set of required qualifications for the agent group; delivering calls to the assigned agents of the agent group based upon the required qualifications for the agent group and upon agent idle time; monitoring an average delay time of calls delivered to agents of the agent group; and adjusting a number of the at least some agents of the group based upon the monitored loading and upon a relative skill level among the plurality of agents.
Claim 3
Dependent Claim
39 words
The method of assigning agents as in claim 1 wherein the step of monitoring call loading further comprises monitoring an average delay time between arrival of the calls and delivery of the calls to the at least some agents.
Claim 4
Dependent Claim
54 words
The method of assigning agents as in claim 1 wherein the step of assigning the at least some agents to the agent group further comprises identifying a first group of most qualified agents of the plurality of agents available to the automatic call distributor and assigning the most qualified agent to the agent group.
Claim 5
Dependent Claim
44 words
The method of assigning agents as in claim 1 wherein the step of defining the plurality of agent groups further comprises defining the set of required qualifications for the agent group of the plurality of agent groups for answering a first type of call.
Claim 6
Dependent Claim
31 words
The method of assigning agents as in claim 4 wherein the step of assigning calls to the agent group further comprises determining that a received call is of a first type.
Claim 7
Dependent Claim
37 words
The method of assigning agents as in claim 4 wherein the step of determining that a received call is of a first type further comprises receiving automatic number identification (ANI) information from a public switched telephone network.
Claim 8
Dependent Claim
38 words
The method of assigning agents as in claim 4 wherein the step of determining that a received call is of a first type further comprises receiving dialed number identification service (DNIS) information from the public switched telephone network.
Claim 9
Dependent Claim
41 words
The method of assigning agents as in claim 1 wherein the step of adjusting the number of the at least some agents of the group further comprises identifying at least some secondary agents exceeding the required qualifications of the agent group.
Claim 10
Dependent Claim
36 words
The method of assigning agents as in claim 8 wherein the step of adjusting the number of the at least some agents of the group further comprises assigning calls to the at least some secondary agents.
Claim 11
Dependent Claim
40 words
The method of assigning agents as in claim 9 wherein the step of assigning calls to the at least some secondary agents further comprises comparing an average delay time of the calls in a call queue with a threshold value.
Claim 12
Dependent Claim
39 words
The method of assigning agents as in claim 10 wherein the step of assigning calls to the at least some secondary agents further comprises assigning calls to secondary agents only when the average delay time exceeds the threshold value.
Claim 13
Dependent Claim
30 words
The method of assigning agents as in claim 11 wherein the step of assigning calls to secondary agents further comprises selecting a secondary agent based upon secondary agent idle time.
Claim 14
Independent Claim
170 words
A method of identifying agents of a plurality of agents to agent groups for servicing telephone calls of a plurality of call types, such method comprising the steps of: making an initial estimation of a number of agents required for each call type of the telephone calls of the plurality of call types; establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; and repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type.
Claim 15
Independent Claim
170 words
A method of identifying agents of a plurality of agents to agent groups for servicing telephone calls of a plurality of call types, such method comprising the steps of: making an initial estimation of a number of agents required for each call type of the telephone calls of the plurality of call types; establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; and repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type.
Claim 16
Dependent Claim
34 words
The method of identifying agents as in claim 13 wherein the step of making the initial estimation further comprises estimating the number of agents required from a historical record and adding an adjustment factor.
Claim 17
Independent Claim
257 words
A method of assigning agents of a plurality of agents to agent groups for servicing incoming telephone calls made up of a plurality of call types, such method comprising the steps of: making an initial estimation of a number of agents required for each call type of the plurality of call types; establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type; receiving an incoming telephone call of a call type of the plurality of call types; determining the call type of the incoming telephone call; assigning the incoming call to an agent of the call group associated with the determined call type based upon an idle time of the agent; monitoring an average loading level of each of the call groups; identifying relatively overloaded and relatively underloaded call groups of the monitored call groups; and assigning secondary agents to the relatively overloaded call groups from the relatively underloaded call groups.
Claim 18
Independent Claim
257 words
A method of assigning agents of a plurality of agents to agent groups for servicing incoming telephone calls made up of a plurality of call types, such method comprising the steps of: making an initial estimation of a number of agents required for each call type of the plurality of call types; establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type; receiving an incoming telephone call of a call type of the plurality of call types; determining the call type of the incoming telephone call; assigning the incoming call to an agent of the call group associated with the determined call type based upon an idle time of the agent; monitoring an average loading level of each of the call groups; identifying relatively overloaded and relatively underloaded call groups of the monitored call groups; and assigning secondary agents to the relatively overloaded call groups from the relatively underloaded call groups.
Claim 19
Dependent Claim
30 words
The method of assigning agents as in claim 15 wherein the step of assigning secondary agents further comprises delaying assignment of the secondary agents in accordance with a decay profile.
Claim 20
Dependent Claim
33 words
The method of assigning agents as in claim 15 wherein the step of monitoring an average loading level further comprises calculating an average talk time for each agent of the plurality of groups.
Claim 21
Dependent Claim
40 words
The method of assigning agents as in claim 17 wherein the step of monitoring an average loading level further comprises determining an average number of calls per time period handled by each assigned agent based upon an average talk time.
Claim 22
Dependent Claim
38 words
The method of assigning agents as in claim 18 wherein the step of monitoring an average loading level further comprises determining an average number of calls received per time period by each group of the plurality of groups.
Claim 23
Dependent Claim
43 words
The method of assigning agents as in claim 19 further comprising dividing the average number of calls received by the number of call handled by each agent to determine an actual number of agents needed by each group of the plurality of groups.
Claim 24
Dependent Claim
35 words
The method of assigning agents as in claim 20 further comprising subtracting the actual number of agents needed by each group from the estimation of the number of agents required to obtain a loading difference.
Claim 25
Dependent Claim
19 words
The method of assigning agents as in claim 21 further comprising comparing the loading difference with a threshold value.
Claim 26
Dependent Claim
44 words
The method of assigning agents as in claim 21 further comprising designating groups with a negative loading difference which exceeds the threshold as an overloaded call group and call groups with a positive loading difference which exceeds the threshold as an underloaded call group.
Claim 27
Independent Claim
128 words
An apparatus for assigning a plurality of agents to agent groups for servicing incoming calls received by an automatic call distributor, such apparatus comprising: means for defining a plurality of agent groups for processing calls received by the automatic call distributor; means for assigning at least some agents of the plurality of agents to an agent group of the plurality of agent groups based upon a relative skill level of the at least some agents of a set of required qualifications for the agent group; monitoring an average delay time of calls delivered to agents of the agent group; and means for adding at least some remaining agents of the plurality of agents to the agent group based upon the monitored loading and upon a relative skill level.
Claim 28
Independent Claim
128 words
An apparatus for assigning a plurality of agents to agent groups for servicing incoming calls received by an automatic call distributor, such apparatus comprising: means for defining a plurality of agent groups for processing calls received by the automatic call distributor; means for assigning at least some agents of the plurality of agents to an agent group of the plurality of agent groups based upon a relative skill level of the at least some agents of a set of required qualifications for the agent group; monitoring an average delay time of calls delivered to agents of the agent group; and means for adding at least some remaining agents of the plurality of agents to the agent group based upon the monitored loading and upon a relative skill level.
Claim 29
Dependent Claim
41 words
The apparatus for assigning agents as in claim 24 wherein the means for monitoring call loading further comprises means for monitoring an average delay time between arrival of the calls and delivery of the calls to the at least some agents.
Claim 30
Dependent Claim
56 words
The method of assigning agents as in claim 24 wherein the means for assigning the at least some agents to the agent group further comprises means for identifying a first group of most qualified agents of the plurality of agents available to the automatic call distributor and assigning the most qualified agent to the agent group.
Claim 31
Dependent Claim
46 words
The apparatus for assigning agents as in claim 24 wherein the means for defining the plurality of agent groups further comprises means for defining the set of required qualifications for the agent group of the plurality of agent groups for answering a first type of call.
Claim 32
Dependent Claim
33 words
The apparatus for assigning agents as in claim 27 wherein the means for assigning calls to the agent group further comprises means for determining that a received call is of a first type.
Claim 33
Dependent Claim
39 words
The apparatus for assigning agents as in claim 27 wherein the means for determining that a received call is of a first type further comprises means for receiving automatic number identification (ANI) information from a public switched telephone network.
Claim 34
Dependent Claim
38 words
The apparatus for assigning agents as in claim 27 wherein the step of determining that a received call is of a first type further comprises receiving dialed number identification service (DNIS) information from the public switched telephone network.
Claim 35
Dependent Claim
43 words
The apparatus for assigning agents as in claim 24 wherein the means for adjusting the number of the at least some agents of the group further comprises means for identifying at least some secondary agents exceeding the required qualifications of the agent group.
Claim 36
Dependent Claim
38 words
The apparatus for assigning agents as in claim 31 wherein the means for adjusting the number of the at least some agents of the group further comprises means for assigning calls to the at least some secondary agents.
Claim 37
Dependent Claim
42 words
The apparatus for assigning agents as in claim 32 wherein the means for assigning calls to the at least some secondary agents further comprises means for comparing an average delay time of the calls in a call queue with a threshold value.
Claim 38
Dependent Claim
41 words
The apparatus for assigning agents as in claim 33 wherein the means for assigning calls to the at least some secondary agents further comprises means for assigning calls to secondary agents only when the average delay time exceeds the threshold value.
Claim 39
Dependent Claim
32 words
The apparatus for assigning agents as in claim 34 wherein the means for assigning calls to secondary agents further comprises means for selecting a secondary agent based upon secondary agent idle time.
Claim 40
Independent Claim
177 words
An apparatus for identifying agents of a plurality of agents to agent groups for servicing telephone calls of a plurality of call types, such apparatus comprising: means for making an initial estimation of a number of agents required for each call type of the telephone calls of the plurality of call types; means for establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; means for selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; means for assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; and means for repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type.
Claim 41
Independent Claim
177 words
An apparatus for identifying agents of a plurality of agents to agent groups for servicing telephone calls of a plurality of call types, such apparatus comprising: means for making an initial estimation of a number of agents required for each call type of the telephone calls of the plurality of call types; means for establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; means for selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; means for assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; and means for repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type.
Claim 42
Dependent Claim
34 words
The apparatus for identifying agents as in claim 36 wherein the step of making the initial estimation further comprises estimating the number of agents required from a historical record and adding an adjustment factor.
Claim 43
Independent Claim
279 words
A apparatus for assigning agents of a plurality of agents to agent groups for servicing incoming telephone calls made up of a plurality of call types, such method comprising the steps of: means for making an initial estimation of a number of agents required for each call type of the plurality of call types; means for establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; means for selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; means for assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; means for repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type; means for receiving an incoming telephone call of a call type of the plurality of call types; means for determining the call type of the incoming telephone call; means for assigning the incoming call to an agent of the call group associated with the determined call type based upon an idle time of the agent; means for monitoring an average loading level of each of the call groups; means for identifying relatively overloaded and relatively underloaded call groups of the monitored call groups; and means for assigning secondary agents to the relatively overloaded call groups from the relatively underloaded call groups.
Claim 44
Independent Claim
279 words
A apparatus for assigning agents of a plurality of agents to agent groups for servicing incoming telephone calls made up of a plurality of call types, such method comprising the steps of: means for making an initial estimation of a number of agents required for each call type of the plurality of call types; means for establishing a call group for each call type, the call group having a number of agent positions equal to the initial estimate of the number of agents required for the respective call type; means for selecting a call group of the plurality of call groups with a highest percentage of unfilled agent positions; means for assigning an agent of the plurality of agents with a highest relative skill level in handling the call type of the selected call group to the selected call group; means for repeating the steps of selecting and assigning until each call group has a number of agents assigned to the call group equal to the initial estimate of the number of agents required for the call type; means for receiving an incoming telephone call of a call type of the plurality of call types; means for determining the call type of the incoming telephone call; means for assigning the incoming call to an agent of the call group associated with the determined call type based upon an idle time of the agent; means for monitoring an average loading level of each of the call groups; means for identifying relatively overloaded and relatively underloaded call groups of the monitored call groups; and means for assigning secondary agents to the relatively overloaded call groups from the relatively underloaded call groups.
Claim 45
Dependent Claim
32 words
The apparatus for assigning agents as in claim 38 wherein the means for assigning secondary agents further comprises means for delaying assignment of the secondary agents in accordance with a decay profile.
Claim 46
Dependent Claim
35 words
The apparatus for assigning agents as in claim 38 wherein the means for monitoring an average loading level further comprises means for calculating an average talk time for each agent of the plurality of groups.
Claim 47
Dependent Claim
42 words
The apparatus for assigning agents as in claim 40 wherein the means for monitoring an average loading level further comprises means for determining an average number of calls per time period handled by each assigned agent based upon an average talk time.
Claim 48
Dependent Claim
40 words
The apparatus for assigning agents as in claim 41 wherein the means for monitoring an average loading level further comprises means for determining an average number of calls received per time period by each group of the plurality of groups.
Claim 49
Dependent Claim
45 words
The apparatus for assigning agents as in claim 42 further comprising means for dividing the average number of calls received by the number of call handled by each agent to determine an actual number of agents needed by each group of the plurality of groups.
Claim 50
Dependent Claim
37 words
The apparatus for assigning agents as in claim 43 further comprising means for subtracting the actual number of agents needed by each group from the estimation of the number of agents required to obtain a loading difference.
Claim 51
Dependent Claim
21 words
The apparatus for assigning agents as in claim 44 further comprising means for comparing the loading difference with a threshold value.
Claim 52
Dependent Claim
46 words
The apparatus for assigning agents as in claim 44 further comprising means for designating groups with a negative loading difference which exceeds the threshold as an overloaded call group and call groups with a positive loading difference which exceeds the threshold as an underloaded call group.
References Cited (Backward Citations)
USPTO Annuity & Maintenance Windows
| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
|---|---|---|---|---|---|
| 3.5 Years (Year 4) | 2005-07-22 | 2006-01-21 | 2006-07-23 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2009-07-22 | 2010-01-21 | 2010-07-23 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2013-07-22 | 2014-01-21 | 2014-07-23 | $7700.00 | Window Closed / Lapsed |