US6661889B1
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US
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Methods and apparatus for multi-variable work assignment in a call center
Assignee: Avaya Inc
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Filing: 2000-01-18
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Granted: 2003-12-09
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Expires: 2020-01-18
Abstract
Abstract A multi-variable work assignment process is used to assign work items, such as voice calls, e-mails and other communications or tasks, to agents in a call center. The multi-variable work assignment process determines whether values of a particular variable characterizing the work items fall within a designated range, and if so utilizes at least one additional variable for making the work assignment decision. The work assignment process may also or alternatively consider a weighted combination of multiple variables in making the work assignment decision. Examples of variables which may be used in the multi-variable assignment process include current wait time, service objective, skill preference, skill level, anticipated wait time, predicted wait time, etc. The invention may be implemented in a one-to-many work assignment process which selects one of a set of agents available for handling a particular work item, in a many-to-one work assignment process which selects one of a set of work items for handling by a particular available agent, or in a many-to-many work assignment process in which multiple agents are each considered simultaneously for handling multiple work items.
Inventors
- 👤 Andrew Derek Flockhart
- 👤 Robin H. Foster
- 👤 Joylee E. Kohler
- 👤 Eugene P. Mathews
Bibliographic Details
Application Number
—
Jurisdiction
US
Data Source
google_patents
Last Synchronized
2026-11-06 06:16
CPC Classifications
H; H04; H04M; H04M3/00; H04M3/42; H04M3/50; H04M3/51; H04M3/523; H04M3/5232; H04M3/5233; H04M3/5238
Claims Analysis
Total Claims: 22
Claim 1
Independent Claim
148 words
A method of assigning work items to agents in a call center, the method comprising the steps of: determining if values of a particular variable regarding at least a subset of the work items fall within a designated range as part of a work assignment decision; and utilizing at least one additional variable for making the work assignment decision if the values of the particular variable are within the designated range; wherein the determining step further comprises applying an equivalency test to the values of the particular variable; wherein if the equivalency test indicates that the values do not fall within the designated range, the particular variable is utilized in making the work assignment decision; and wherein if the equivalency test indicates that the values do fall within the designated range, the additional variable is utilized in place of the particular variable in making the work assignment decision.
Claim 2
Independent Claim
148 words
A method of assigning work items to agents in a call center, the method comprising the steps of: determining if values of a particular variable regarding at least a subset of the work items fall within a designated range as part of a work assignment decision; and utilizing at least one additional variable for making the work assignment decision if the values of the particular variable are within the designated range; wherein the determining step further comprises applying an equivalency test to the values of the particular variable; wherein if the equivalency test indicates that the values do not fall within the designated range, the particular variable is utilized in making the work assignment decision; and wherein if the equivalency test indicates that the values do fall within the designated range, the additional variable is utilized in place of the particular variable in making the work assignment decision.
Claim 3
Dependent Claim
23 words
The method of claim 1 wherein the work assignment decision is based at least in part on a weighted combination of multiple variables.
Claim 4
Dependent Claim
41 words
The method of claim 1 wherein the work assignment decision is part of a one-to-many work assignment process involving a single work item in which the process selects one of a plurality of agents available for handling the single work item.
Claim 5
Dependent Claim
40 words
The method of claim 1 wherein the work assignment decision is part of a many-to-one work assignment process involving multiple work items in which the process selects one of the many work items for handling by a particular available agent.
Claim 6
Dependent Claim
31 words
The method of claim 1 wherein the work assignment decision is part of a many-to-many work assignment process in which multiple agents are each considered simultaneously for handling multiple work items.
Claim 7
Dependent Claim
15 words
The method of claim 1 wherein the work item comprises an in-bound or out-bound communication.
Claim 8
Dependent Claim
22 words
The method of claim 1 wherein the particular variable comprises a function of a wait time associated with a given work item.
Claim 9
Dependent Claim
25 words
The method of claim 7 wherein the particular variable comprises a ratio of a predicted wait time to a service objective for a given communication.
Claim 10
Dependent Claim
44 words
The method of claim 1 wherein the at least one additional variable comprises at least one of a current wait time, a service objective, a skill preference, an anticipated wait time, a predicted wait time, a customer satisfaction proficiency score and a revenue score.
Claim 11
Dependent Claim
39 words
The method of claim 1 wherein the work assignment decision is based at least in part on skill level associated with the work items, such that each agent is assigned a work item having the highest possible skill level.
Claim 12
Dependent Claim
80 words
The method of claim 1 wherein the work assignment decision is based at least in part on a comparison of a desired plan workload with an actual plan workload for each of a plurality of different types of work items and for each of at least a subset of the agents, and wherein the work items are assigned to the agents in a manner which tends to improve alignment of the corresponding actual plan workloads with the desired plan workloads.
Claim 13
Dependent Claim
44 words
The method of claim 1 wherein a weighting factor based on skill level is applied to at least one of the particular variable and the additional variable such that the work assignment decision is based at least in part on the applied weighting factors.
Claim 14
Dependent Claim
29 words
The method of claim 1 wherein at least one quality measure is determined for each of a plurality of skill levels associated with the work items to be assigned.
Claim 15
Dependent Claim
23 words
The method of claim 13 wherein the quality measure comprises at least one of a customer satisfaction proficiency score and a revenue score.
Claim 16
Dependent Claim
26 words
The method of claim 13 wherein a function of the quality measure and at least one of the variables is utilized in the work assignment decision.
Claim 17
Dependent Claim
27 words
The method of claim 15 wherein the function comprises a product of the quality measure, a skill level weighting factor, and at least one of the variables.
Claim 18
Dependent Claim
22 words
The method of claim 1 wherein multiple work items associated with a given skill are considered simultaneously for assignment to the agents.
Claim 19
Independent Claim
172 words
An apparatus for use in assigning work items to agents in a call center, the apparatus comprising: a processor operative to determine if values of a particular variable regarding at least a subset of the work items fall within a designated range as part of a work assignment decision, and to utilize at least one additional variable for making the work assignment decision if the values of the particular variable are within the designated range; and a memory coupled to the processor and operative to store information regarding at least a subset of the variables; wherein the determining operation further comprises applying an equivalency test to the values of the particular variable; wherein if the equivalency test indicates that the values do not fall within the designated range, the particular variable is utilized in making the work assignment decision; and wherein if the equivalency test indicates that the values do fall within the designated range, the additional variable is utilized in place of the particular variable in making the work assignment decision.
Claim 20
Independent Claim
172 words
An apparatus for use in assigning work items to agents in a call center, the apparatus comprising: a processor operative to determine if values of a particular variable regarding at least a subset of the work items fall within a designated range as part of a work assignment decision, and to utilize at least one additional variable for making the work assignment decision if the values of the particular variable are within the designated range; and a memory coupled to the processor and operative to store information regarding at least a subset of the variables; wherein the determining operation further comprises applying an equivalency test to the values of the particular variable; wherein if the equivalency test indicates that the values do not fall within the designated range, the particular variable is utilized in making the work assignment decision; and wherein if the equivalency test indicates that the values do fall within the designated range, the additional variable is utilized in place of the particular variable in making the work assignment decision.
Claim 21
Dependent Claim
166 words
An article of manufacture containing one or more software programs for use in assigning work items to agents in a call center which, when executed in a processor, cause the processor to perform the steps of: determining if values of a particular variable regarding at least a subset of the work items fall within a designated range as part of a work assignment decision; and utilizing at least one additional variable for making the work assignment decision if the values of the particular variable are within the designated range; wherein the determining step further comprises applying an equivalency test to the values of the particular variable; wherein if the equivalency test indicates that the values do not fall within the designated range, the particular variable is utilized in making the work assignment decision; and wherein if the equivalency test indicates that the values do fall within the designated range, the additional variable is utilized in place of the particular variable in making the work assignment decision.
Claim 22
Dependent Claim
166 words
An article of manufacture containing one or more software programs for use in assigning work items to agents in a call center which, when executed in a processor, cause the processor to perform the steps of: determining if values of a particular variable regarding at least a subset of the work items fall within a designated range as part of a work assignment decision; and utilizing at least one additional variable for making the work assignment decision if the values of the particular variable are within the designated range; wherein the determining step further comprises applying an equivalency test to the values of the particular variable; wherein if the equivalency test indicates that the values do not fall within the designated range, the particular variable is utilized in making the work assignment decision; and wherein if the equivalency test indicates that the values do fall within the designated range, the additional variable is utilized in place of the particular variable in making the work assignment decision.
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| Annuity Stage | Window Opens | Payment Deadline | Surcharge Period Until | Estimated Fee | Status |
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| 3.5 Years (Year 4) | 2006-12-08 | 2007-06-09 | 2007-12-09 | $2000.00 | Window Closed / Lapsed |
| 7.5 Years (Year 8) | 2010-12-08 | 2011-06-09 | 2011-12-09 | $3760.00 | Window Closed / Lapsed |
| 11.5 Years (Year 12) | 2014-12-08 | 2015-06-09 | 2015-12-09 | $7700.00 | Window Closed / Lapsed |