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HK40046513B - Method, system and article for benchmarking performance in a contact center system - Google Patents

Method, system and article for benchmarking performance in a contact center system Download PDF

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HK40046513B
HK40046513B HK42021036542.5A HK42021036542A HK40046513B HK 40046513 B HK40046513 B HK 40046513B HK 42021036542 A HK42021036542 A HK 42021036542A HK 40046513 B HK40046513 B HK 40046513B
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contact
agent
strategy
performance
average
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HK40046513A (en
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Chishti Zia
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Afiniti, Ltd.
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Description

用于在联系中心系统中对绩效进行基准测试的方法、系统和制品Methods, systems, and artifacts for benchmarking performance in contact center systems.

本申请是申请日为2017年5月23日、申请人为“欧洲阿菲尼帝科技有限责任公司”、申请号为201780016552.3、发明名称为“用于在联系中心系统中对绩效进行基准测试的技术”的发明专利申请的分案申请。This application is a divisional application of the invention patent application filed on May 23, 2017, by the applicant "European Afiniti Technologies GmbH", with application number 201780016552.3 and title "Technology for Benchmarking Performance in a Contact Center System".

相关申请的交叉引用Cross-references to related applications

该国际专利申请要求于2016年6月8日提交的、美国专利申请No.15/176,899的优先权,其全部内容在此以引用的方式并入本文。This international patent application claims priority to U.S. Patent Application No. 15/176,899, filed on June 8, 2016, the entire contents of which are incorporated herein by reference.

技术领域Technical Field

本公开通常涉及联系中心,更具体地说,涉及用于在联系中心系统中对绩效进行基准测试(benchmarking)的技术。This disclosure generally relates to contact centers, and more specifically, to techniques for benchmarking performance in contact center systems.

背景技术Background Technology

典型的联系中心在算法上将到达联系中心的联系分配给可用于处理这些联系的坐席。有时,联系中心可能具有可用的坐席并且等待分配给入站或出站的联系(例如,电话呼叫、互联网聊天会话、电子邮件)。在其他时间,联系中心可以具有在一个或多个队列中等待坐席变为可用于分配的联系。A typical contact center algorithmically assigns incoming contacts to agents that are available to handle them. Sometimes, a contact center may have available agents and be waiting to assign inbound or outbound contacts (e.g., phone calls, internet chat sessions, emails). At other times, a contact center may have contacts in one or more queues waiting for agents to become available for assignment.

在一些典型的联系中心中,联系被分配给基于当这些坐席变为可用时的时间排序的坐席,并且坐席被分配给基于到达时间排序的联系。该策略可以被称为“先进先出”、“FIFO”或“轮询”策略。In some typical contact centers, contacts are assigned to agents based on the time when those agents become available, and agents are assigned to contacts based on their arrival time. This strategy can be called a "first-in, first-out," "FIFO," or "round-robin" strategy.

一些联系中心可以使用“基于绩效的路由”或“PBR”方法来排序可用坐席的队列,或有时排序联系。PBR排序策略试图最大化每个联系-坐席交互的预期结果,但通常不考虑联系中心中均匀地利用坐席。Some contact centers may use performance-based routing (PBR) or similar methods to sort queues of available agents, or sometimes to sort contacts. PBR sorting strategies attempt to maximize the expected outcome of each contact-agent interaction, but typically do not consider the even utilization of agents within the contact center.

当联系中心从使用一种配对策略(例如,FIFO)改变为另一种配对策略(例如,PBR)时,一些坐席可用于接收联系,而其他坐席可能正在通话。如果随时间的平均坐席绩效不平衡,则一种配对策略的整体性会受到另一种配对策略的不公平影响。When a contact center changes from using one matching strategy (e.g., FIFO) to another (e.g., PBR), some agents may be available to receive contacts while others may be on another call. If average agent performance is uneven over time, the overall effectiveness of one matching strategy can be unfairly impacted by the other.

鉴于上述内容,将理解到,可能需要一种系统,其能够对联系中心系统绩效进行基准测试,包括替代路由策略的转变管理,以检测和解决替代配对策略之中的不平衡的平均坐席绩效。In light of the foregoing, it will be understood that a system may be required that can benchmark the performance of a contact center system, including the management of alternative routing strategies to detect and resolve imbalances in average agent performance within alternative matching strategies.

发明内容Summary of the Invention

公开了用于在联系中心系统中对绩效进行基准测试的技术。在一个特定实施例中,该技术可以被实现为一种用于对联系中心系统绩效进行基准测试的方法,包括:通过被配置为执行联系中心操作的至少一个计算机处理器,在用于在联系中心系统中将联系与坐席配对的第一联系-坐席配对策略和第二联系-坐席配对策略之间循环;通过至少一个计算机处理器,确定第一联系-坐席配对策略中的坐席利用率偏差,第一联系-坐席配对策略中的坐席利用率偏差包括第一联系-坐席配对策略的第一坐席利用率与平衡坐席利用率之间的差;以及通过至少一个计算机处理器,基于第一联系-坐席配对策略中的坐席利用率偏差,确定与第一联系-坐席配对策略相比,第二联系-坐席配对策略的相对绩效。Techniques for benchmarking performance in a contact center system are disclosed. In one particular embodiment, the technique can be implemented as a method for benchmarking the performance of a contact center system, comprising: circling between a first contact-agent pairing strategy and a second contact-agent pairing strategy for pairing contacts with agents in the contact center system, by means of at least one computer processor configured to perform contact center operations; determining, by means of at least one computer processor, an agent utilization deviation in the first contact-agent pairing strategy, the agent utilization deviation in the first contact-agent pairing strategy including the difference between a first agent utilization rate and a balanced agent utilization rate of the first contact-agent pairing strategy; and determining, by means of at least one computer processor, the relative performance of the second contact-agent pairing strategy compared to the first contact-agent pairing strategy, based on the agent utilization deviation in the first contact-agent pairing strategy.

根据该特定实施例的其他方面,该方法可以进一步包括通过至少一个计算机处理器,调整第二联系-坐席配对策略的目标坐席利用率,以减小第一联系-坐席配对策略中的坐席利用率偏差。According to other aspects of this particular embodiment, the method may further include adjusting the target agent utilization rate of the second contact-agent pairing strategy via at least one computer processor to reduce the agent utilization rate deviation in the first contact-agent pairing strategy.

根据该特定实施例的其他方面,该方法可以进一步包括通过至少一个计算机处理器,确定在从第一联系-坐席配对策略到第二联系-坐席配对策略的至少一个转变期间,多个坐席的平均可用坐席绩效。According to other aspects of this particular embodiment, the method may further include, by means of at least one computer processor, determining the average available agent performance of a plurality of agents during at least one transition from a first contact-agent pairing strategy to a second contact-agent pairing strategy.

根据该特定实施例的其他方面,该方法可以进一步包括通过至少一个计算机处理器,确定在从第一联系-坐席配对策略到第二联系-坐席配对策略的至少一个转变期间,多个坐席中的至少一个的平均可用性。According to other aspects of this particular embodiment, the method may further include, by means of at least one computer processor, determining the average availability of at least one of a plurality of agents during at least one transition from a first contact-agent pairing strategy to a second contact-agent pairing strategy.

根据该特定实施例的其他方面,该方法可以进一步包括通过至少一个计算机处理器,输出包括第一联系-坐席配对策略的坐席利用率偏差的转变管理报告。According to other aspects of this particular embodiment, the method may further include, via at least one computer processor, outputting a conversion management report of agent utilization deviations including a first contact-agent pairing strategy.

根据该特定实施例的其他方面,第一联系-坐席配对策略可以是基于绩效的路由策略。According to other aspects of this particular embodiment, the first contact-agent pairing policy may be a performance-based routing policy.

根据该特定实施例的其他方面,第二联系-坐席配对策略可以是行为配对策略。According to other aspects of this particular embodiment, the second contact-agent pairing strategy may be a behavior pairing strategy.

根据该特定实施例的其他方面,第二联系-坐席配对策略可以是混合行为配对策略,以及混合行为配对策略可以偏向于基于绩效的路由策略。According to other aspects of this particular embodiment, the second contact-agent pairing strategy may be a hybrid behavior pairing strategy, and the hybrid behavior pairing strategy may be biased towards a performance-based routing strategy.

根据该特定实施例的其他方面,该方法可以进一步包括通过至少一个计算机处理器,调整第二联系-坐席配对策略的至少一个参数。According to other aspects of this particular embodiment, the method may further include adjusting at least one parameter of the second contact-agent pairing strategy via at least one computer processor.

根据该特定实施例的其他方面,至少一个参数包括用于混合行为配对策略的Kappa参数。According to other aspects of this particular embodiment, at least one parameter includes a Kappa parameter for a hybrid behavior pairing strategy.

根据该特定实施例的其他方面,第一联系-坐席配对策略可以以不平衡坐席利用率为目标,以及第二联系-坐席配对策略可以以平衡坐席利用率为目标。According to other aspects of this particular embodiment, the first contact-seat pairing strategy may target unbalanced seat utilization, and the second contact-seat pairing strategy may target balanced seat utilization.

根据该特定实施例的其他方面,在从第一到第二联系-坐席配对策略的转变与从第二到第一联系-坐席配对策略的后续转变之间的一个或多个时间点,可以调整第二联系-坐席配对策略的目标利用率至少一次。According to other aspects of this particular embodiment, at one or more time points between the transition from the first to the second contact-agent pairing strategy and a subsequent transition from the second to the first contact-agent pairing strategy, the target utilization rate of the second contact-agent pairing strategy may be adjusted at least once.

在另一特定实施例中,技术可以被实现为用于在包括至少一个处理器的联系中心系统中对绩效进行基准测试的系统,其中,至少一个处理器被配置为执行上述方法。In another specific embodiment, the technology can be implemented as a system for benchmarking performance in a contact center system including at least one processor, wherein at least one processor is configured to perform the methods described above.

在另一特定实施例中,技术可以被实现为用于在联系中心系统中对绩效进行基准测试的制品,包括:非瞬时性处理器可读介质,以及存储在介质上的指令;其中,指令被配置为可以由至少一个处理器从介质读取,从而使至少一个处理器操作以便执行上述方法。In another specific embodiment, the technology can be implemented as an article of manufacture for benchmarking performance in a contact center system, comprising: a non-transitory processor-readable medium, and instructions stored on the medium; wherein the instructions are configured to be read from the medium by at least one processor, thereby causing at least one processor to operate in order to perform the methods described above.

现在将参考如在附图中所示的特定实施例,更详细地描述本公开。尽管在下文中,参考特定实施例描述了本公开,但是应当理解到本公开不限于此。有权访问本文的教导的本领域普通技术人员将认识到在本文所述的本公开的范围内的另外的实施方式、改进和实施例、以及其他使用领域,并且就另外的实施方式、改进和实施例以及其他使用领域而言,本公开可以具有重要的实用性。The present disclosure will now be described in more detail with reference to specific embodiments as illustrated in the accompanying drawings. Although the present disclosure has been described below with reference to specific embodiments, it should be understood that the present disclosure is not limited thereto. Those skilled in the art who have access to the teachings herein will recognize additional implementations, modifications and embodiments, and other areas of use within the scope of the present disclosure set forth herein, and that the present disclosure may have significant utility in relation to these additional implementations, modifications and embodiments, and other areas of use.

附图说明Attached Figure Description

为了便于更全面地理解本公开,现在参考附图,其中,相同的元件用相同的数字表示。这些附图不应当被解释为限制本公开,而旨在仅用于示例。For a more complete understanding of this disclosure, reference is now made to the accompanying drawings, in which like elements are indicated by like numbers. These drawings should not be construed as limiting the disclosure, but are intended for illustrative purposes only.

图1示出了根据本公开的实施例的联系中心系统的框图。Figure 1 shows a block diagram of a contact center system according to an embodiment of the present disclosure.

图2示出了根据本公开的实施例的坐席转变表的示意表示。Figure 2 shows a schematic representation of a seating arrangement table according to an embodiment of the present disclosure.

图3示出了根据本公开的实施例的坐席转变表的示意表示。Figure 3 shows a schematic representation of a seating arrangement table according to an embodiment of the present disclosure.

图4图示了根据本公开的实施例的坐席转变图表的示意表示。Figure 4 illustrates a schematic representation of a seating arrangement diagram according to an embodiment of the present disclosure.

图5图示了根据本公开的实施例的坐席转变图表的示意表示。Figure 5 illustrates a schematic representation of a seating arrangement diagram according to an embodiment of the present disclosure.

图6示出了根据本公开的实施例的坐席转变图表的示意表示,Figure 6 shows a schematic representation of a seating arrangement diagram according to an embodiment of the present disclosure.

图7示出了根据本公开的实施例的坐席转变图表的示意表示。Figure 7 shows a schematic representation of a seating arrangement diagram according to an embodiment of the present disclosure.

图8示出了根据本公开的实施例的基准测试转变管理方法的流程图。Figure 8 shows a flowchart of a benchmark transformation management method according to an embodiment of the present disclosure.

具体实施方式Detailed Implementation

典型的联系中心在算法上将到达联系中心的联系分配给可用于处理这些联系的坐席。有时,联系中心可能具有可用的坐席并且等待分配给入站或出站的联系(例如,电话呼叫、互联网聊天会话、电子邮件)。在其他时间,联系中心可以具有在一个或多个队列中等待坐席变为可用于分配的联系。A typical contact center algorithmically assigns incoming contacts to agents that are available to handle them. Sometimes, a contact center may have available agents and be waiting to assign inbound or outbound contacts (e.g., phone calls, internet chat sessions, emails). At other times, a contact center may have contacts in one or more queues waiting for agents to become available for assignment.

在一些典型的联系中心中,联系被分配给基于当这些坐席变为可用时的时间排序的坐席,并且坐席被分配给基于到达时间排序的联系。该策略可以被称为“先进先出”、“FIFO”或“轮询”策略。例如,最长可用的坐席配对策略优选地选择已经可用最长时间的可用坐席。In some typical contact centers, contacts are assigned to agents based on the time when those agents became available, and agents are assigned to contacts based on their arrival time. This strategy can be called a "first-in, first-out," "FIFO," or "round-robin" strategy. For example, the longest available agent pairing strategy preferably selects the available agent that has been available for the longest time.

一些联系中心可以使用“基于绩效的路由”或“PBR”方法来排序可用坐席的队列,或有时排序联系。PBR排序策略试图最大化每个联系-坐席交互的预期结果,但通常不考虑联系中心中均匀地利用坐席。PBR的一些变型可以包括最高绩效坐席配对策略,优选地选择具有最高绩效的可用坐席,或者联系类型的最高绩效坐席配对策略,优选地选择具有用于所配对的联系类型的最高绩效的可用坐席。Some contact centers may use performance-based routing (PBR) or similar methods to rank queues of available agents, or sometimes to rank contacts. PBR ranking strategies attempt to maximize the expected outcome of each contact-agent interaction, but typically do not consider the even utilization of agents across the contact center. Some variations of PBR may include a top-performing agent pairing strategy, preferably selecting the available agent with the highest performance, or a top-performing agent pairing strategy for the contact type, preferably selecting the available agent with the highest performance for the paired contact type.

又如另一示例,一些联系中心可以使用“行为配对”或“BP”策略,在该策略下,可以以能够分配后续联系-坐席对的方式有意地(优选地)配对联系和坐席,使得当合计BP策略下所有分配的益处时,可能超过FIFO和PBR策略的益处。BP被设计成鼓励在熟练队列内的坐席的平衡利用率,同时仍然提高整体联系中心绩效,超越FIFO或PBR方法允许的绩效。这是一项了不起的成就,因为BP作用于与FIFO或PBR方法相同的呼叫和相同的坐席,大致均匀地利用如FIFO提供的坐席,仍然提高整体联系中心绩效。在例如美国专利No.9,300,802中描述了BP,其全部内容在此引入以供参考。在例如美国专利No.8,879,715中描述了关于有关配对或匹配模块(有时也称为“SATMAP”、“路由系统”、“路由引擎”等)的这些和其他特征的附加信息,其全部内容在此引入以供参考。As another example, some contact centers may use a “behavioral pairing” or “BP” strategy, under which contacts and agents are intentionally (preferably) paired in a manner that allows for the allocation of subsequent contact-agent pairs, such that the combined benefits of all allocations under the BP strategy may exceed those of FIFO and PBR strategies. BP is designed to encourage balanced utilization of agents within the skilled queue while still improving overall contact center performance beyond what is allowed by FIFO or PBR methods. This is a remarkable achievement because BP operates on the same calls and the same agents as FIFO or PBR methods, utilizing the agents provided by FIFO roughly evenly, while still improving overall contact center performance. BP is described, for example, in U.S. Patent No. 9,300,802, the entire contents of which are incorporated herein by reference. Additional information regarding these and other features of the pairing or matching module (sometimes also referred to as “SATMAP,” “routing system,” “routing engine,” etc.) is described, for example, in U.S. Patent No. 8,879,715, the entire contents of which are incorporated herein by reference.

在一些实施例中,联系中心可以在至少两个不同的配对策略之间(例如,在FIFO和PBR之间;在PBR和BP之间;在FIFO、PBR和BP之间)周期性地切换(或“循环”)。另外,可以记录每个联系-坐席交互的结果连同已经被用来分配该特定联系-坐席对的标识的配对策略(例如,FIFO、PBR或BP)的标识。通过跟踪哪一交互产生哪一结果,联系中心可以测量可归因于第一策略(例如,FIFO)的绩效以及可归因于第二策略(例如,PBR)的绩效。以这种方式,一种策略的相对绩效可以相对于另一种策略进行基准测试。在不同配对策略之间的许多切换时段上,联系中心可以更可靠地将绩效增益归因于一种策略或另一种策略。在例如2016年4月20日提交的美国专利申请No.15/131,915中描述了关于有关基准测试配对策略的这些和其他特征的附加信息。In some embodiments, the contact center may periodically switch (or “cycle”) between at least two different pairing strategies (e.g., between FIFO and PBR; between PBR and BP; between FIFO, PBR, and BP). Additionally, the outcome of each contact-agent interaction may be recorded along with the identifiers of the pairing strategy (e.g., FIFO, PBR, or BP) that have been used to assign the identifier to that particular contact-agent pair. By tracking which interaction produces which outcome, the contact center can measure performance attributable to a first strategy (e.g., FIFO) and performance attributable to a second strategy (e.g., PBR). In this way, the relative performance of one strategy can be benchmarked against another. At numerous switching periods between different pairing strategies, the contact center can more reliably attribute performance gains to one strategy or another. Additional information regarding these and other features of benchmarking pairing strategies is described, for example, in U.S. Patent Application No. 15/131,915, filed April 20, 2016.

当联系中心从使用一种配对策略(例如,PBR)改变为另一种配对策略(例如,BP)时,一些坐席可用于接收联系,而其他坐席可能正在与联系交互(例如,正在通话中)。如果随时间转变的平均坐席绩效不平衡,则一种配对策略的整体绩效可能受到另一种配对策略不公平地影响。例如,当联系中心使用PBR配对联系和坐席时,高绩效坐席更可能忙于与联系交互,而低绩效坐席更可能空闲。因此,在从PBR转变到诸如BP的另一配对策略时,随时间转变的可用坐席的平均绩效可能低于包括可用坐席和繁忙坐席这两者的所有坐席的平均绩效。When a contact center changes from using one matching strategy (e.g., PBR) to another (e.g., BP), some agents may be available to receive contacts, while others may be interacting with contacts (e.g., currently on a call). If average agent performance is uneven over time, the overall performance of one matching strategy may be unfairly affected by the other. For example, when a contact center uses PBR to match contacts and agents, high-performing agents are more likely to be busy interacting with contacts, while low-performing agents are more likely to be idle. Therefore, when transitioning from PBR to another matching strategy such as BP, the average performance of available agents over time may be lower than the average performance of all agents, including both available and busy agents.

图1示出了根据本公开的实施例的联系中心系统的框图。如图1所示,联系中心系统100可以包括中心交换机110。中心交换机110可以经由电信网络(未示出)接收呼入的联系(例如,呼叫者)或支持到联系的呼出连接。中心交换机110可以包括联系路由硬件和软件,用于帮助在一个或多个联系中心之间路由联系,或者帮助一个或多个PBX/ACD或联系中心内的其他排队或交换组件。Figure 1 illustrates a block diagram of a contact center system according to an embodiment of the present disclosure. As shown in Figure 1, the contact center system 100 may include a central switch 110. The central switch 110 may receive incoming contacts (e.g., callers) or support outgoing connections to contacts via a telecommunications network (not shown). The central switch 110 may include contact routing hardware and software to facilitate routing contacts between one or more contact centers, or to facilitate queuing or switching components within one or more PBX/ACDs or contact centers.

如果仅有一个联系中心,或者在联系中心系统100中仅有一个PBX/ACD路由组件,则可能中心交换机110是不必要的。如果一个以上联系中心是联系中心系统100的一部分,则每个联系中心可以包括至少一个联系中心交换机(例如,联系中心交换机120A和120B)。联系中心交换机120A和120B可以通信地耦合到中心交换机110。If there is only one contact center, or only one PBX/ACD routing component in contact center system 100, then central switch 110 may be unnecessary. If more than one contact center is part of contact center system 100, each contact center may include at least one contact center switch (e.g., contact center switches 120A and 120B). Contact center switches 120A and 120B may be communicatively coupled to central switch 110.

每个联系中心的每个联系中心交换机可以通信地耦合到多个坐席(或“池”)。每个联系中心交换机可以在同一时间支持一定数量的坐席(或“席位”)登录。在任何给定时间,登录的坐席可能可用并且等待连接到联系,或者登录的坐席可能由于多种原因——诸如连接到另一个联系、执行诸如记录有关呼叫的信息或休息的呼叫后功能——而不可用。Each contact center switch in each contact center can be communicatively coupled to multiple agents (or "pools"). Each contact center switch can support a certain number of agent (or "seat") logins at the same time. At any given time, a logged-in agent may be available and waiting to connect to a contact, or a logged-in agent may be unavailable for various reasons—such as connecting to another contact, performing post-call functions such as logging information about the call, or taking a break.

在图1的示例中,中心交换机110分别经由联系中心交换机120A和联系中心交换机120B,将联系发送到两个联系中心之一。每个联系中心交换机120A和120B示为分别具有两个坐席。坐席130A和130B可以登录到联系中心交换机120A,而坐席130C和130D可以登录到联系中心交换机120B。In the example of Figure 1, central switch 110 sends a connection to one of two contact centers via contact center switches 120A and 120B, respectively. Each contact center switch 120A and 120B is shown to have two agents. Agents 130A and 130B can log in to contact center switch 120A, while agents 130C and 130D can log in to contact center switch 120B.

联系中心系统100还可以通信地耦合到来自例如第三方供应商的集成服务。在图1的示例中,转变管理模块140可以通信地耦合到联系中心系统100的交换机系统中的一个或多个交换机,诸如中心交换机110、联系中心交换机120A、或联系中心交换机120B。在一些实施例中,联系中心系统100的交换机可以通信地耦合到多个基准测试模块。在一些实施例中,转变管理模块140可以被嵌入在联系中心系统的部件内(例如,被嵌入在交换机中或以其他方式与交换机集成)。转变管理模块140可以从交换机(例如,联系中心交换机120A),或者,在一些实施例中,从网络(例如,因特网或电信网络)(未示出)接收关于登录到交换机的坐席(例如,坐席130A和130B)的信息以及关于经由另一交换机(例如,中心交换机110)的呼入联系的信息。Contact center system 100 can also be communicatively coupled to integrated services from, for example, third-party vendors. In the example of FIG1, conversion management module 140 can be communicatively coupled to one or more switches in the switching system of contact center system 100, such as central switch 110, contact center switch 120A, or contact center switch 120B. In some embodiments, the switches of contact center system 100 can be communicatively coupled to multiple benchmarking modules. In some embodiments, conversion management module 140 can be embedded within components of the contact center system (e.g., embedded in a switch or otherwise integrated with a switch). Conversion management module 140 can receive information from a switch (e.g., contact center switch 120A), or, in some embodiments, from a network (e.g., the Internet or a telecommunications network) (not shown) regarding agents (e.g., agents 130A and 130B) logged into the switch and information regarding incoming calls via another switch (e.g., central switch 110).

联系中心可以包括多个配对模块(例如,BP模块和FIFO模块)(未示出),并且一个或多个配对模块可以由一个或多个不同的供应商提供。在一些实施例中,一个或多个配对模块可以是转变管理模块140的部件或一个或多个交换机,诸如中心交换机110或联系中心交换机120A和120B。在一些实施例中,转变管理模块140可以确定哪个配对模块可以处理特定联系的配对。例如,转变管理模块140可以在经由BP模块启用配对和通过FIFO模块启用配对之间交替。在其他实施例中,一个配对模块(例如,BP模块)可以被配置为仿真其他配对策略。例如,转变管理模块140或者与BP模块中的BP部件集成的转换管理组件可以确定BP模块是否可以针对特定联系将BP配对或仿真FIFO配对。在这种情况下,“BP on”可以指BP模块正应用BP配对策略时的时间,而“BP off”可以指BP模块正应用不同配对策略(例如,FIFO)时的其他时间。The contact center may include multiple pairing modules (e.g., a BP module and a FIFO module) (not shown), and one or more pairing modules may be provided by one or more different vendors. In some embodiments, one or more pairing modules may be components of the transition management module 140 or one or more switches, such as the central switch 110 or contact center switches 120A and 120B. In some embodiments, the transition management module 140 may determine which pairing module can handle pairing for a particular contact. For example, the transition management module 140 may alternate between enabling pairing via the BP module and enabling pairing via the FIFO module. In other embodiments, a pairing module (e.g., the BP module) may be configured to emulate other pairing strategies. For example, the transition management module 140 or a transition management component integrated with the BP component in the BP module may determine whether the BP module can pair with BP or emulate FIFO pairing for a particular contact. In this context, "BP on" may refer to the time when the BP module is applying the BP pairing strategy, while "BP off" may refer to other times when the BP module is applying a different pairing strategy (e.g., FIFO).

在一些实施例中,无论配对策略是否由单独的模块处理,还是如果在单个配对模块内仿真一些配对策略,单个配对模块可以被配置为监视和存储关于在任何或所有配对策略下进行的配对的信息。例如,BP模块可以观察和记录由FIFO模块进行的FIFO配对的数据,或者BP模块可以观察和记录由在FIFO仿真模式下操作的BP模块做出的仿真FIFO配对的数据。In some embodiments, regardless of whether the pairing strategy is handled by a separate module or if some pairing strategies are simulated within a single pairing module, a single pairing module can be configured to monitor and store information about pairings performed under any or all pairing strategies. For example, a BP module can observe and record data of FIFO pairings performed by a FIFO module, or a BP module can observe and record data of simulated FIFO pairings performed by a BP module operating in FIFO simulation mode.

本公开的实施例不限于仅对两个配对策略的基准测试转变管理。相反,可以对两个或以上配对策略执行基准测试转变管理(例如,FIFO、PBR和BP的基准测试转变管理)。The embodiments of this disclosure are not limited to benchmark change management for only two paired strategies. Instead, benchmark change management can be performed for two or more paired strategies (e.g., benchmark change management for FIFO, PBR, and BP).

图2示出了根据本公开的实施例的坐席转变表200的示意表示。在图2的示例中,可以将名为“Alice”、“Bob”、“Charlie”和“Donna”的四个坐席分配给特定队列以与联系交互。这些坐席名称仅用于示例目的;在一些实施例中,可以使用匿名标识号或其他标识来表示联系中心中的坐席。此外,该高度简化的示例仅示出了四个坐席。在一些实施例中,可以将上百个坐席、上千个坐席或更多坐席分配给队列,并且可以在坐席转变表中图示。Figure 2 illustrates a schematic representation of an agent transition table 200 according to an embodiment of the present disclosure. In the example of Figure 2, four agents named "Alice," "Bob," "Charlie," and "Donna" may be assigned to a specific queue to interact with contacts. These agent names are for illustrative purposes only; in some embodiments, anonymous identifiers or other identifiers may be used to represent agents in the contact center. Furthermore, this highly simplified example shows only four agents. In some embodiments, hundreds, thousands, or more agents may be assigned to queues and may be illustrated in an agent transition table.

坐席转变表200示出了标记为“201”、“202”、“203”、“204”和“205”的五个转变。在一些实施例中,每个转变可以表示联系中心从一个配对策略(例如,FIFO)切换到另一个配对策略(例如,BP)的时间点。转变可以每小时发生多次(例如,每隔10分钟、每隔15分钟、每隔30分钟),或者在一天、一周、一个月、一年等内更频繁或更不太频繁地发生。在一些实施例中,可以按转变发生的时刻来识别转变。例如,转变201可能在时刻9:15AM发生,转变202可能在时刻9:45AM发生等。Seat transition table 200 shows five transitions labeled "201", "202", "203", "204", and "205". In some embodiments, each transition may represent the point in time when the contact center switches from one pairing strategy (e.g., FIFO) to another pairing strategy (e.g., BP). Transitions may occur multiple times per hour (e.g., every 10 minutes, every 15 minutes, every 30 minutes), or more frequently or less frequently over a day, week, month, year, etc. In some embodiments, transitions may be identified by the time they occur. For example, transition 201 may occur at 9:15 AM, transition 202 may occur at 9:45 AM, and so on.

在转变201处,坐席Alice和Bob不可用,如阴影单元所示。例如,Alice和Bob可能正在与联系交互,或者他们可能以其他方式被诸如记录销售或归档客户服务报告的交互后任务占用。同时,坐席Charlie和Donna空闲或以其他方式可以连接到联系,如由无阴影的单元所示。At transition 201, agents Alice and Bob are unavailable, as shown in the shaded unit. For example, Alice and Bob may be interacting with the contact, or they may otherwise be occupied by post-interaction tasks such as recording sales or archiving customer service reports. Meanwhile, agents Charlie and Donna are idle or otherwise available to connect to the contact, as shown in the unshaded unit.

类似地,在转变202,坐席Charlie和Donna繁忙,而坐席人Alice和Bob可用。在转变203处,坐席Alice和Charlie繁忙,而坐席Bob和Donna可用。在转变204处,坐席Bob和Donna繁忙,而坐席Alice和Charlie可用。在转变205处,坐席Bob和Charlie繁忙,而坐席Alice和Donna可用。Similarly, at transition 202, agents Charlie and Donna are busy, while agents Alice and Bob are available. At transition 203, agents Alice and Charlie are busy, while agents Bob and Donna are available. At transition 204, agents Bob and Donna are busy, while agents Alice and Charlie are available. At transition 205, agents Bob and Charlie are busy, while agents Alice and Donna are available.

在任何单一转变中,甚至以平衡坐席利用率为目标的配对策略(例如,FIFO和BP,但不是PBR)可能看上去在转变时具有偏斜的利用率。例如,如果Alice的归一化绩效评级为80,Bob的评级为60,Charlie的评级为40,Donna的评级为20,则所有坐席的平均绩效为50。但是,转变201处的可用坐席(即Charlie and Donna)的平均绩效为30,低于平均水平。转变202处的可用坐席的平均绩效为70,高于平均水平。转变203处的可用坐席的平均绩效为40,低于平均水平。转变204处的可用坐席的平均绩效为60,高于平均水平。In any single transition, even pairing strategies aimed at balancing agent utilization (e.g., FIFO and BP, but not PBR) may appear to have skewed utilization at the time of the transition. For example, if Alice's normalized performance rating is 80, Bob's is 60, Charlie's is 40, and Donna's is 20, then the average performance of all agents is 50. However, the average performance of available agents at transition 201 (i.e., Charlie and Donna) is 30, below average. The average performance of available agents at transition 202 is 70, above average. The average performance of available agents at transition 203 is 40, below average. The average performance of available agents at transition 204 is 60, above average.

在某些转变中,甚至以不平衡坐席利用率为目标的配对策略(例如,PBR)可能看上去在转变时具有平衡利用率。例如,在转变205时,可用坐席(即,Alice和Donna)的平均绩效是50。In some transitions, even pairing strategies that target unbalanced seat utilization (e.g., PBR) may appear to have balanced utilization at the time of transition. For example, at transition 205, the average performance of available seats (i.e., Alice and Donna) was 50.

尽管在任何单个转变中可用坐席的平均绩效存在差异,但是在多个转变中随时间(例如,在一天中)的可用坐席的平均绩效可以反映给定配对策略的统计预期利用率。坐席转变表200示出了五个转变201-205,在一些实施例中,它们可能不是统计上显著多个转变。然而,为示例目的,在五个转变201-205的过程中的平均可用坐席绩效是(30+70+40+60+50)/5=50。在该示例中,平衡了在五个转变201-205的过程中的转变处的平均可用坐席绩效。While the average performance of available seats varies across any single transition, the average performance of available seats over time (e.g., throughout the day) across multiple transitions can reflect the statistically expected utilization of a given pairing strategy. Seat transition table 200 illustrates five transitions 201-205, which in some embodiments may not be statistically significant multiple transitions. However, for illustrative purposes, the average available seat performance across the five transitions 201-205 is (30+70+40+60+50)/5 = 50. In this example, the average available seat performance at the transitions across the five transitions 201-205 is balanced.

在一些实施例中,除了或代替确定在一个或多个转变上的可用坐席的平均绩效,还可以确定并且输出各个坐席的平均可用性。例如,在坐席转变表200中,每个转变201-205的每个坐席的平均可用性对于Alice来说是60%(5个转变中的3个),对于Bob来说是40%(5个转变中的2个),对于Charlie来说是40%(5个转变中的2个)以及对于Donna来说是60%(5个转变中的4个)。对于以平衡坐席利用率为目标的配对策略(例如,FIFO或BP),统计上可能每个坐席大致相同的次数或相同比例的转变可用。在仅描述了五个转变201-205的该简化示例中,每个坐席的平均可用性在40%到60%之间变化。但是,随着时间的推移,每个坐席的平均可用性在统计上可能会收敛到同一百分比。例如,在100次转变之后,每个坐席的平均可用性可以大致相同,例如50%、55%、60%等。In some embodiments, in addition to determining or replacing the average performance of available seats on one or more transitions, the average availability of individual seats may also be determined and output. For example, in seat transition table 200, the average availability per seat for each transition 201-205 is 60% for Alice (3 out of 5 transitions), 40% for Bob (2 out of 5 transitions), 40% for Charlie (2 out of 5 transitions), and 60% for Donna (4 out of 5 transitions). For pairing strategies aimed at balancing seat utilization (e.g., FIFO or BP), statistically, each seat may have approximately the same number or proportion of transitions available. In this simplified example, which only describes five transitions 201-205, the average availability per seat varies between 40% and 60%. However, over time, the average availability per seat may statistically converge to the same percentage. For example, after 100 transitions, the average availability per seat may be approximately the same, such as 50%, 55%, 60%, etc.

图3示出了根据本公开的实施例的坐席转变表300的示意表示。与坐席转变表200(图2)的示例相反,坐席转变表300示出了使用诸如PBR的不平衡配对策略,通常在联系中心中预期的结果。在PBR的一些实施例中,可以优选地选择绩效最高的坐席(即,Alice)来与联系交互。因此,Alice在任何转变301-305处永不可用。同时,绩效最低的坐席(即,Donna)在每个转变301-305处总是可用。Figure 3 illustrates a schematic representation of an agent transition table 300 according to an embodiment of the present disclosure. In contrast to the example of agent transition table 200 (Figure 2), agent transition table 300 illustrates an unbalanced pairing strategy, such as PBR, typically expected in contact centers. In some embodiments of PBR, the highest-performing agent (i.e., Alice) may preferably be selected to interact with the contact. Therefore, Alice is never available at any transition 301-305. Meanwhile, the lowest-performing agent (i.e., Donna) is always available at each transition 301-305.

可用坐席的平均绩效在转变301处为30,在转变302处为40,在转变303处为30,在转变304处为20,在转变305处为40。在五个转变301-305的过程中的可用坐席的平均绩效为(30+40+30+20+40)/5=32,是不平衡的。随着时间的推移,在可用坐席的平均绩效表明坐席利用率的统计上显著的偏差量的程度上可能会“污染”、偏向或以其他方式影响每次转变后的替选的配对策略的有效性,导致潜在的不公平基准测试测量。The average performance of available seats is 30 at transition 301, 40 at transition 302, 30 at transition 303, 20 at transition 304, and 40 at transition 305. The average performance of available seats across the five transitions 301-305 is (30+40+30+20+40)/5 = 32, which is unbalanced. Over time, the magnitude of this statistically significant bias in the average performance of available seats, indicating seat utilization, could “contaminate,” bias, or otherwise affect the effectiveness of the alternative pairing strategy after each transition, leading to potentially unfair benchmark measurements.

在一些实施例中,除了或代替确定可用坐席在一个或多个转变上的平均绩效,还可以确定并且输出各个坐席的平均可用性。例如,在坐席转变表300中,每个转变301-305的每个坐席的平均可用性对于Alice来说为0%(5个转变中的0个),对于Bob来说为40%(5个转变中的2个),对于Charlie来说为60%(5个转变中的3个),对于Donna来说为100%(5个转变中的5个)。对于以不平衡坐席利用率为目标的配对策略(例如,PBR),对某些坐席(例如,绩效较低的坐席)来说,统计上可能比其他坐席(例如,绩效更高的坐席)更显著可用。即使在仅图示五个转变501-505的该简化示例中,每个坐席的平均可用性在0%和100%之间显著变化。随着时间的推移,可以进一步确认每个坐席的平均可用性的变化的统计显著性。在本文中,诸如PBR的不平衡配对策略总是或几乎总是将绩效较低的坐席移交给下一个配对策略(例如,BP或FIFO),而绩效较高的坐席从未或几乎从未被切换过。如上文参考一个或多个转变时的平均坐席质量所述,在随时间的坐席的平均可用性表明坐席利用率的统计上显著偏斜量的程度上可能会“污染”、偏向或以其他方式影响每次转变后的替选配对策略的有效性,导致潜在的不公平的基准测试测量。In some embodiments, in addition to or instead of determining the average performance of available agents across one or more transitions, the average availability of each agent may also be determined and output. For example, in agent transition table 300, the average availability of each agent for each transition 301-305 is 0% for Alice (0 out of 5 transitions), 40% for Bob (2 out of 5 transitions), 60% for Charlie (3 out of 5 transitions), and 100% for Donna (5 out of 5 transitions). For pairing strategies (e.g., PBR) targeting unbalanced agent utilization, some agents (e.g., lower-performing agents) may be statistically significantly more available than others (e.g., higher-performing agents). Even in this simplified example illustrating only five transitions 501-505, the average availability of each agent varies significantly between 0% and 100%. The statistical significance of the changes in the average availability of each agent can be further confirmed over time. In this paper, unbalanced pairing strategies such as PBR always, or almost always, transfer lower-performing agents to the next pairing strategy (e.g., BP or FIFO), while higher-performing agents are never, or almost never, switched. As mentioned above regarding average agent quality during one or more transitions, the average agent availability over time, indicating a statistically significant skew in agent utilization, can “contaminate,” bias, or otherwise affect the effectiveness of alternative pairing strategies after each transition, leading to potentially unfair benchmark measurements.

图4图示了根据本公开的实施例的坐席转变图表400的示意表示。在坐席转变图400中,x轴表示时间段。例如,在一周中,x=0可以表示第一天,x=l表示第二天等。y轴表示在给定时间段期间,从第一配对策略到第二配对策略的所有转变中的可用坐席的平均绩效。例如,在x=0(例如,第1天),一天的转变时的可用坐席的平均绩效是50。在x=1(例如,第2天),平均绩效略高于平均值,以及在x=3(例如,第4天)时,平均绩效略低于平均值。然而,坐席转变图表400在相对较长的时间段(例如,一周)内显示相对稳定的平均绩效。在一些实施例中,每天的少量可变性可能在统计上不显著,并且该第一配对策略的整体坐席利用率是平衡的。Figure 4 illustrates a schematic representation of a seat transition chart 400 according to an embodiment of the present disclosure. In the seat transition chart 400, the x-axis represents a time period. For example, in a week, x = 0 could represent day 1, x = 1 could represent day 2, and so on. The y-axis represents the average performance of available seats during all transitions from a first pairing strategy to a second pairing strategy over a given time period. For example, at x = 0 (e.g., day 1), the average performance of available seats at the transition of the day is 50. At x = 1 (e.g., day 2), the average performance is slightly above average, and at x = 3 (e.g., day 4), the average performance is slightly below average. However, the seat transition chart 400 shows a relatively stable average performance over a relatively long time period (e.g., a week). In some embodiments, small daily variability may be statistically insignificant, and the overall seat utilization of the first pairing strategy is balanced.

图5图示了根据本公开的实施例的坐席转变图表500的示意表示。在坐席转变图表500中,整体坐席利用率每天保持稳定在约25,显著低于平均值。因此,该配对策略(例如,PBR)的整体坐席利用率是不平衡的。Figure 5 illustrates a schematic representation of a seat shift chart 500 according to an embodiment of the present disclosure. In the seat shift chart 500, the overall seat utilization rate remains stable at approximately 25% per day, significantly lower than the average. Therefore, the overall seat utilization rate of this pairing strategy (e.g., PBR) is unbalanced.

当在多个配对策略之间进行基准测试时,第一配对策略(例如,PBR)可能“污染”或以其他方式偏置第二配对策略(例如,FIFO或BP)的绩效。在从PBR到BP的每次转变时,可用坐席的平均绩效可能显著低于分配给队列的所有坐席的整体平均绩效(即,不平衡)。在开始BP或FIFO周期时的该“抑制的”坐席池可能会削弱该周期的BP或FIFO的整体绩效。When benchmarking across multiple pairing strategies, the first pairing strategy (e.g., PBR) may "pollute" or otherwise bias the performance of a second pairing strategy (e.g., FIFO or BP). At each transition from PBR to BP, the average performance of available agents may be significantly lower than the overall average performance of all agents assigned to the queue (i.e., imbalance). This "suppressed" agent pool at the start of a BP or FIFO cycle may weaken the overall performance of BP or FIFO for that cycle.

相反,在从BP或FIFO到PBR的每次转变中,可用坐席的平均绩效可以类似于或等于分配给队列的所有坐席的整体平均绩效(即,平衡)。在开始每个PBR周期时的该平衡坐席池可以增强该周期的PBR的整体绩效,因为即使是平衡的坐席池也可能好于PBR导致的典型坐席池。Conversely, in each transition from BP or FIFO to PBR, the average performance of available agents can be similar to or equal to the overall average performance of all agents assigned to the queue (i.e., balanced). This balanced agent pool at the start of each PBR cycle can enhance the overall performance of PBR for that cycle, since even a balanced agent pool can be better than the typical agent pool resulting from PBR.

因为每个PBR周期会使坐席池比接收它时更“受污染”(不平衡),并且每个BP或FIFO周期会使坐席池比接收它时“更清洁”(平衡),用于对PBR相对于BP或FIFO进行基准测试技术的一些技术会使得看起来BP或FIFO的绩效差于PBR周期在每个周期开始时不会污染其可用坐席池的情况。因此,将循环开始时(“前半部分”)的可用坐席的平均绩效与循环结束时(“后半部分”)的可用坐席的平均绩效比较是有帮助的。Because each PBR cycle makes the agent pool more "contaminated" (unbalanced) than when it was received, and each BP or FIFO cycle makes the agent pool "cleaner" (balanced) than when it was received, some techniques used to benchmark PBR relative to BP or FIFO can make BP or FIFO appear to perform worse than PBR cycles when they do not contaminate their available agent pool at the beginning of each cycle. Therefore, it is helpful to compare the average performance of available agents at the beginning of the cycle ("first half") with the average performance of available agents at the end of the cycle ("second half").

图6示出了根据本公开的实施例的坐席转变图表600的示意表示。坐席转变图表600示出了示例性前半/后半比较。在x=0(例如,第1天),在一天中转变为第一配对策略和从第一配对策略转变的可用坐席的平均绩效之间的差异为0。在x=1,差略高于0,并且在x=3,差略微低于0,但是在一周中的整体差保持接近0。从概念上讲,配对策略使彼此的坐席池为大致相同的平均绩效(例如,质量)。Figure 6 illustrates a schematic representation of a seat transition chart 600 according to an embodiment of the present disclosure. The seat transition chart 600 illustrates an exemplary first/second half comparison. At x = 0 (e.g., day 1), the difference between the average performance of available seats transitioning to the first pairing strategy and those transitioning from the first pairing strategy during the day is 0. At x = 1, the difference is slightly above 0, and at x = 3, the difference is slightly below 0, but the overall difference remains close to 0 over the week. Conceptually, the pairing strategy results in seat pools with substantially the same average performance (e.g., quality).

平均差0并不一定意味着两种配对策略都是平衡的(例如,可用坐席的平均绩效约为50)。例如,如果第一配对策略是平均可用坐席绩效为25的PBR_A,第二配对策略是平均可用坐席绩效为25的PBR_B,则差仍为0。从基准测试角度来看,如果每个配对策略不平衡的程度大致相同,则两个配对策略不平衡是可接受的。以这种方式,每个配对策略都会使坐席池与找到它时一样严重,并且配对策略不会污染另一个。A mean difference of 0 does not necessarily mean that both pairing strategies are balanced (e.g., the average performance of available agents is approximately 50). For example, if the first pairing strategy is PBR_A with an average available agent performance of 25, and the second pairing strategy is PBR_B with an average available agent performance of 25, the difference is still 0. From a benchmarking perspective, imbalance between two pairing strategies is acceptable if each pairing strategy is approximately as unbalanced as possible. In this way, each pairing strategy makes the agent pool as severe as it was when it was found, and the pairing strategy does not pollute the other.

图7示出了根据本公开的实施例的坐席转变图表700的示意表示。坐席转变图表700示出了前半部分/后半部分比较的另一示例。在x0(例如,第1天),在一天中转变为第一配对策略和从第一配对策略转变的可用坐席的平均绩效之间的差为25。在x=1时,差略高于25,而在x=3时,差略微低于25,但是在一周中的总差保持接近25。从概念上讲,配对策略之一在转变期间始终且显著地污染另一配对策略的坐席池。例如,如果PBR策略的前半部分始终接收平均绩效为50的坐席池,并且PBR策略的后半部分始终提供平均绩效仅为25的坐席池,则差平均为25。Figure 7 illustrates a schematic representation of a seat transition chart 700 according to an embodiment of the present disclosure. The seat transition chart 700 shows another example of a first/second half comparison. At x0 (e.g., day 1), the difference between the average performance of available seats transitioning to the first pairing strategy and those transitioning from the first pairing strategy during the day is 25. At x=1, the difference is slightly higher than 25, and at x=3, the difference is slightly lower than 25, but the total difference over the week remains close to 25. Conceptually, one pairing strategy consistently and significantly pollutes the seat pool of the other pairing strategy during transition. For example, if the first half of the PBR strategy consistently receives a seat pool with an average performance of 50, and the second half of the PBR strategy consistently provides a seat pool with an average performance of only 25, the average difference is 25.

显著高于25的平均差不一定意味着配对策略中的任何一个是平衡的(例如,可用坐席的平均绩效约为50)。例如,如果第一配对策略是平均可用坐席绩效为25的PBR_A,以及第二配对策略是平均可用坐席绩效为0的PBR_B,则差仍为25。PBR_B配对策略仍然污染基准检测,导致PBR_A的绩效比没有与PBR_B循环时更差,并且导致PBR_B比没有与PBR_A循环时绩效更好。A mean difference significantly higher than 25 does not necessarily mean that either of the pairing strategies is balanced (e.g., the average performance of available agents is approximately 50). For example, if the first pairing strategy is PBR_A with an average available agent performance of 25, and the second pairing strategy is PBR_B with an average available agent performance of 0, the difference is still 25. The PBR_B pairing strategy still contaminates the benchmark detection, causing PBR_A to perform worse than when not cycled with PBR_B, and causing PBR_B to perform better than when not cycled with PBR_A.

图8示出了根据本公开的实施例的基准测试转变管理方法800的流程图。在框810,可以开始基准检测转变管理方法800。联系中心系统可以在至少两个配对策略之中循环。例如,联系中心系统可以在BP和PBR配对策略之间切换。在从BP到PBR的每次转变或反之亦然中,可以确定每次转变时可用的坐席。Figure 8 illustrates a flowchart of a benchmarking transition management method 800 according to an embodiment of the present disclosure. At block 810, the benchmarking transition management method 800 can be initiated. The contact center system can cycle through at least two pairing strategies. For example, the contact center system can switch between BP and PBR pairing strategies. In each transition from BP to PBR or vice versa, the available agents for each transition can be determined.

在框810,可以基于每次转变的可用坐席及其相对或以其他方式的归一化绩效的确定,确定随时间推移在从第一配对策略(例如,BP)到第二配对策略(例如,PBR)的转变时的可用坐席的第一平均绩效。第一平均绩效也可以被认为是该时间段的第二配对策略的“前半部分”度量。In box 810, a first average performance of available agents over time during the transition from a first pairing strategy (e.g., BP) to a second pairing strategy (e.g., PBR) can be determined based on the determination of available agents for each transition and their relative or otherwise normalized performance. The first average performance can also be considered as a “first half” measure of the second pairing strategy for that time period.

在框820,在一些实施例中,可以基于每次转变的可用坐席及其相对或以其他方式归一化绩效的确定,确定随时间推移在从第二配对策略(例如,PBR)到第一配对策略(例如,BP)的转变时的可用坐席的第二平均绩效。第二平均绩效也可以被认为是该时间段的第二配对策略的“后半部分”度量。In block 820, in some embodiments, a second average performance of available agents over time during a transition from a second pairing strategy (e.g., PBR) to a first pairing strategy (e.g., BP) can be determined based on the determination of available agents for each transition and their relative or otherwise normalized performance. The second average performance can also be considered a “second half” measure of the second pairing strategy for that time period.

在框830,在一些实施例中,可以确定第一和第二平均绩效之间的平均绩效差。如果差等于或接近零,则可以确定在测量的时间段期间,从第一配对策略接收或提供给第一配对策略的可用坐席的平均绩效之间没有显著差异。如果差大于零,则可以确定第一配对策略(例如,BP)提供的可用坐席的平均绩效高于第二配对策略(例如,PBR)提供的可用坐席的平均绩效,表明第二配对策略可能正在污染可用坐席池和基准。In block 830, in some embodiments, the average performance difference between the first and second average performances can be determined. If the difference is equal to or close to zero, it can be determined that there is no significant difference between the average performance of available seats received from or provided to the first pairing strategy during the measurement period. If the difference is greater than zero, it can be determined that the average performance of available seats provided by the first pairing strategy (e.g., BP) is higher than the average performance of available seats provided by the second pairing strategy (e.g., PBR), indicating that the second pairing strategy may be contaminating the available seat pool and the benchmark.

在框840,在一些实施例中,可以生成转变管理报告。在一些实施例中,转变管理报告可以包括在框810所确定的第一平均绩效差、在框820所确定的第二平均绩效差、在框840所确定的平均绩效差,或其任意组合。数据可以以各种格式呈现,包括但不限于坐席转变表(例如,坐席转变表200和300(图2和3))或坐席转变图表(例如,坐席转变图表400,500,600和700(图4-7))。可以动态地生成并且连续或定期地更新报告。报告可以包括用于显示、排序、过滤或以其他方式选择待显示哪些数据以及如何显示它的用户界面元素。该报告可以是完全可审核的,使得观众能够检查每个元素的源数据。例如,报告界面可以包括用户界面元素,其显示在给定转变处可用的坐席标识符的列表以及它们相应的相对或归一化的绩效度量。In box 840, in some embodiments, a conversion management report may be generated. In some embodiments, the conversion management report may include a first average performance difference determined in box 810, a second average performance difference determined in box 820, an average performance difference determined in box 840, or any combination thereof. Data may be presented in various formats, including but not limited to agent conversion tables (e.g., agent conversion tables 200 and 300 (Figures 2 and 3)) or agent conversion charts (e.g., agent conversion charts 400, 500, 600, and 700 (Figures 4-7)). Reports may be generated dynamically and updated continuously or periodically. The report may include user interface elements for displaying, sorting, filtering, or otherwise selecting which data to display and how to display it. The report may be fully auditable, allowing viewers to examine the source data for each element. For example, the report interface may include user interface elements that display a list of agent identifiers available at a given conversion and their corresponding relative or normalized performance metrics.

在框850,在一些实施例中,可以调整第一或第二配对策略的至少一个参数,以例如减小在框830所确定的平均绩效差。减小或消除非零平均绩效差可以减小或消除一种配对策略抑制绩效或污染第二配对策略的基准检测的程度。In block 850, in some embodiments, at least one parameter of the first or second pairing strategy can be adjusted to, for example, reduce the average performance difference determined in block 830. Reducing or eliminating a non-zero average performance difference can reduce or eliminate the extent to which a pairing strategy inhibits performance or contaminates the benchmark detection of the second pairing strategy.

例如,在PBR和BP之间循环的联系中心系统中,PBR可能抑制以均匀利用坐席为目标的BP的配置。多种技术允许BP以不均匀利用坐席为目标。例如,调整“Kappa”参数可以使BP就坐席利用率而言偏向PBR。在例如美国专利申请号No.14/956,086中描述了Kappa,其全部内容在此引入以供参考。For example, in a contact center system that loops between PBR and BP, PBR may suppress the configuration of BPs aimed at evenly utilizing seats. Various techniques allow BPs to aim for uneven seat utilization. For example, adjusting the "Kappa" parameter can bias BPs towards PBRs in terms of seat utilization. Kappa is described, for example, in U.S. Patent Application No. 14/956,086, the entire contents of which are incorporated herein by reference.

如果Kappa足够高,则可以消除基准检测抑制或污染(例如,平均绩效差为零)。然而,在某些环境中,高Kappa值会降低整体BP绩效。在这些情况下,可能需要通过具有在从PBR转变到BP之后的高初始Kappa值补偿PBR基准污染,并且在前3分钟、10分钟等内减少或消除Kappa调整(例如,Kappa从1.5减小到1.0)。可以调整这种“Kappa衰减”的速率以平衡来自PBR的基准抑制与BP周期的前半部分的整体绩效。If the Kappa is high enough, benchmark detection suppression or contamination can be eliminated (e.g., the average performance difference is zero). However, in some environments, a high Kappa value can degrade overall BP performance. In these cases, it may be necessary to compensate for PBR benchmark contamination by having a high initial Kappa value after the transition from PBR to BP, and to reduce or eliminate Kappa adjustments in the first 3 minutes, 10 minutes, etc. (e.g., reducing Kappa from 1.5 to 1.0). The rate of this "Kappa decay" can be adjusted to balance benchmark suppression from PBR with overall performance in the first half of the BP cycle.

类似地,可能希望在从BP转变到PBR之前具有高Kappa值,在最后3分钟、10分钟等内产生或增加Kappa调整(例如,Kappa从1.0增加到1.5)。可以调整这种“反向Kappa衰减”的速率以平衡来自PBR的基准抑制与在BP周期的后半部分的整体绩效。Similarly, it might be desirable to have a high Kappa value before transitioning from BP to PBR, with Kappa adjustments made or increased in the last 3 minutes, 10 minutes, etc. (e.g., Kappa increasing from 1.0 to 1.5). The rate of this "reverse Kappa decay" can be adjusted to balance the baseline suppression from PBR with the overall performance in the latter half of the BP cycle.

在FIFO和BP之间循环的联系中心系统中,平均绩效差通常可以为零,因为FIFO和BP两者都是以平衡坐席利用率为目标。然而,在某些环境中,BP以不平衡坐席利用率为目标是期望或优选的(例如,Kappa值大于1.0)。如果BP以不平衡坐席利用率为目标,则与FIFO相比的平均绩效差可能不为零,表示抑制或污染的基准检测。在这些情况下,可能期望在最后3分钟、10分钟等内减小或消除Kappa调整(例如,Kappa从1.5减小到1.0)。可以调整这种“Kappa衰减”的速率以将BP和FIFO之间的平均绩效差减小到零,同时平衡整体BP绩效的优化。In contact center systems that cycle between FIFO and BP, the average performance difference is typically zero because both FIFO and BP aim to achieve balanced agent utilization. However, in some environments, it is desirable or preferred for BP to aim for unbalanced agent utilization (e.g., a Kappa value greater than 1.0). If BP aims for unbalanced agent utilization, the average performance difference compared to FIFO may not be zero, indicating a suppressed or contaminated baseline detection. In these cases, it may be desirable to reduce or eliminate Kappa adjustments in the last 3 minutes, 10 minutes, etc. (e.g., reducing Kappa from 1.5 to 1.0). The rate of this "Kappa decay" can be adjusted to reduce the average performance difference between BP and FIFO to zero while simultaneously optimizing overall BP performance.

在框850之后,基准转变管理方法800可以结束。在一些实施例中,基准测试转变管理方法800可以返回到框810。在一些实施例中,各个步骤可以是可选的、以不同的顺序执行、或者与其他步骤并行地执行。例如,在框850对至少一个参数的调整可以是可选的,或者可以在框840生成转变管理报告之前或同时执行。Following block 850, the benchmark change management method 800 may terminate. In some embodiments, the benchmark change management method 800 may return to block 810. In some embodiments, the steps may be optional, performed in a different order, or performed in parallel with other steps. For example, adjusting at least one parameter in block 850 may be optional, or may be performed before or simultaneously with generating the change management report in block 840.

此时,应注意到,如上所述的根据本公开的联系中心系统中的基准测试绩效可能某种程度上涉及处理输入数据并且生成输出数据。该输入数据处理和输出数据生成可以用硬件或软件实现。例如,特定电子部件可以用在转变管理模块或类似或相关电路中,用于根据如上所述的本公开,实现与联系中心系统中的基准测试绩效相关联的功能。替选地,根据指令操作的一个或多个处理器可以实现如上所述根据本公开的与联系中心系统中的基准测试绩效相关联的功能。如果是这种情况,则这些指令可以被存储在一个或多个非瞬时性处理器可读存储介质(例如,磁盘或其他存储介质)上,或者经由嵌入在一个或多个载波中的一个或多个信号被传送到一个或多个处理器,均在本公开的范围内。At this point, it should be noted that the benchmark performance in the contact center system according to this disclosure, as described above, may involve, to some extent, processing input data and generating output data. This input data processing and output data generation can be implemented in hardware or software. For example, specific electronic components may be used in a switch management module or similar or related circuitry to implement the functions associated with the benchmark performance in the contact center system according to this disclosure, as described above. Alternatively, one or more processors operating according to instructions may implement the functions associated with the benchmark performance in the contact center system, as described above, according to this disclosure. If this is the case, these instructions may be stored on one or more non-transitory processor-readable storage media (e.g., a disk or other storage medium) or transmitted to one or more processors via one or more signals embedded in one or more carrier waves, both within the scope of this disclosure.

本公开不限于本文所述的具体实施方案的范围。实际上,除了本文所述的那些之外,本公开的其他各种实施例及其改进对于本领域普通技术人员而言从上文描述和附图将是显而易见的。因此,这些其他实施例和改进旨在落入本公开的范围内。此外,尽管为了至少一个特定目的,本文在至少一个特定环境中的至少一个特定实施方式的上下文中描述了本公开,但是本领域普通技术人员将认识到其有用性不限于此,并且出于各种目的,本公开可以有利地在多种环境中实施。因此,应当鉴于如本文所述的本公开的全部范围和精神来解释权利要求。This disclosure is not limited to the specific embodiments described herein. In fact, various other embodiments and modifications thereof, besides those described herein, will be apparent to those skilled in the art from the foregoing description and drawings. Therefore, these other embodiments and modifications are intended to fall within the scope of this disclosure. Furthermore, although this disclosure has been described herein in the context of at least one specific implementation in at least one specific environment for at least one particular purpose, those skilled in the art will recognize that its usefulness is not limited thereto, and that this disclosure can be advantageously practiced in a variety of environments for various purposes. Therefore, the claims should be interpreted in light of the full scope and spirit of this disclosure as set forth herein.

Claims (12)

1.一种方法,其包括:1. A method comprising: 通过被通信地耦合到联系中心系统并且被配置为在所述联系中心系统中进行基准测试操作的至少一个计算机处理器,在用于在所述联系中心系统中将联系和坐席进行配对的第一联系-坐席配对策略和第二联系-坐席配对策略之间循环,其中,所述循环包括:在所述联系中心系统中交替地应用所述第一联系-坐席配对策略和所述第二联系-坐席配对策略,以根据针对在所述联系中心系统中进行连接所应用的相应的配对策略来将联系和坐席进行配对;At least one computer processor communicatively coupled to the contact center system and configured to perform benchmarking operations in the contact center system cycles between a first contact-agent pairing strategy and a second contact-agent pairing strategy for pairing contacts and agents in the contact center system, wherein the cycle includes: alternately applying the first contact-agent pairing strategy and the second contact-agent pairing strategy in the contact center system to pair contacts and agents according to the corresponding pairing strategy applied for connection in the contact center system; 通过所述至少一个计算机处理器,确定从所述第一联系-坐席配对策略到所述第二联系-坐席配对策略的第一转变集合;The at least one computer processor determines a first set of transitions from the first contact-agent pairing strategy to the second contact-agent pairing strategy. 通过所述至少一个计算机处理器,确定在所述第一转变集合中的可用坐席中的至少一个坐席的第一平均绩效;The first average performance of at least one of the available agents in the first conversion set is determined by the at least one computer processor. 通过所述至少一个计算机处理器,确定从所述第二联系-坐席配对策略到所述第一联系-坐席配对策略的第二转变集合;The at least one computer processor determines a second set of transitions from the second contact-agent pairing strategy to the first contact-agent pairing strategy; 通过所述至少一个计算机处理器,确定在所述第二转变集合中的可用坐席中的至少一个坐席的第二平均绩效;The at least one computer processor determines the second average performance of at least one of the available seats in the second conversion set; 通过所述至少一个计算机处理器,确定所述第一平均绩效和所述第二平均绩效之间的平均绩效差;以及The average performance difference between the first average performance and the second average performance is determined using the at least one computer processor; and 通过所述至少一个计算机处理器,至少部分地基于所述平均绩效差来调整至少一个联系-坐席配对策略的至少一个参数。The at least one computer processor adjusts at least one parameter of at least one contact-agent matching strategy based at least in part on the average performance difference. 2.如权利要求1所述的方法,其中,调整至少一个联系-坐席配对策略的至少一个参数降低第一平均绩效差。2. The method of claim 1, wherein adjusting at least one parameter of at least one contact-agent matching strategy reduces the first average performance difference. 3.如权利要求1所述的方法,其中,调整至少一个联系-坐席配对策略的至少一个参数使得所述至少一个联系-坐席配对策略减少在所述联系中心系统中的坐席的均匀利用率。3. The method of claim 1, wherein at least one parameter of at least one contact-agent pairing strategy is adjusted such that the at least one contact-agent pairing strategy reduces the uniform utilization rate of agents in the contact center system. 4.如权利要求1所述的方法,进一步包括:4. The method of claim 1, further comprising: 对于在所述循环期间的多个周期中的每个周期,确定在该周期的开始部分处的第一平均可用坐席绩效;For each of the multiple cycles during the said cycle, determine the first average available agent performance at the beginning of that cycle; 对于所述多个周期中的每个周期,确定在该周期的结束部分处的第二平均可用坐席绩效;以及For each of the plurality of cycles, determine the second average available agent performance at the end of that cycle; and 基于所述第一平均可用坐席绩效和所述第二平均可用坐席绩效,确定所述第一联系-坐席配对策略和所述第二联系-坐席配对策略中的至少一个联系-坐席配对策略是否正在污染针对另一个联系-坐席配对策略的可用坐席池。Based on the first average available agent performance and the second average available agent performance, determine whether at least one of the first contact-agent pairing strategy and the second contact-agent pairing strategy is polluting the available agent pool for the other contact-agent pairing strategy. 5.如权利要求4所述的方法,调整至少一个联系-坐席配对策略的至少一个参数进一步基于:5. The method of claim 4, wherein adjusting at least one parameter of at least one contact-agent matching strategy is further based on: 确定所述第一联系-坐席配对策略和所述第二联系-坐席配对策略中的至少一个联系-坐席配对策略正在污染针对另一个联系-坐席配对策略的可用坐席池。It is determined that at least one of the first contact-agent pairing policy and the second contact-agent pairing policy is polluting the available agent pool for the other contact-agent pairing policy. 6.如权利要求5所述的方法,其中,确定所述第一联系-坐席配对策略和所述第二联系-坐席配对策略中的至少一个联系-坐席配对策略正在污染针对另一个联系-坐席配对策略的可用坐席池包括:6. The method of claim 5, wherein determining that at least one of the first contact-agent pairing policy and the second contact-agent pairing policy is polluting the available agent pool for the other contact-agent pairing policy comprises: 确定所述第一平均可用坐席绩效是否大于或小于所述第二平均可用坐席绩效;Determine whether the first average available agent performance is greater than or less than the second average available agent performance; 基于确定了所述第一平均可用坐席绩效大于所述第二平均可用坐席绩效,来确定所述第一联系-坐席配对策略正在污染所述第二联系-坐席配对策略;以及Based on the determination that the first average available agent performance is greater than the second average available agent performance, it is determined that the first contact-agent matching strategy is polluting the second contact-agent matching strategy; and 基于确定了所述第一平均可用坐席绩效小于所述第二平均可用坐席绩效,来确定所述第二联系-坐席配对策略正在污染所述第一联系-坐席配对策略。Based on the determination that the first average available agent performance is less than the second average available agent performance, it is determined that the second contact-agent matching strategy is polluting the first contact-agent matching strategy. 7.如权利要求6所述的方法,还包括:7. The method of claim 6, further comprising: 基于确定了所述第一平均可用坐席绩效不是大于或小于所述第二平均可用坐席绩效,来确定所述第一联系-坐席配对策略和所述第二联系-坐席配对策略中的至少一个联系-坐席配对策略没有正在污染针对另一个联系-坐席配对策略的可用坐席池。Based on the determination that the first average available agent performance is not greater than or less than the second average available agent performance, it is determined that at least one of the first contact-agent pairing strategy and the second contact-agent pairing strategy is not polluting the available agent pool for the other contact-agent pairing strategy. 8.如权利要求4所述的方法,8. The method as described in claim 4, 其中,所述多个周期中的每个周期在一段时间上发生,Each of the plurality of cycles occurs over a period of time. 其中,所述多个周期进一步包括第一周期集合和第二周期集合,The plurality of periods further includes a first set of periods and a second set of periods. 其中,所述联系中心系统在所述第一周期集合期间使用所述第一联系-坐席配对策略,The contact center system uses the first contact-agent matching strategy during the first period set. 其中,所述联系中心系统在所述第二周期集合期间使用所述第二联系-坐席配对策略,以及The contact center system uses the second contact-agent matching strategy during the second periodic set, and 其中,与在所述第一周期集合中的周期相对应的时间段是与在所述第二周期集合中的周期相对应的时间段相分开的。The time period corresponding to the period in the first period set is separate from the time period corresponding to the period in the second period set. 9.如权利要求8所述的方法,其中,9. The method of claim 8, wherein, 与在所述第一周期集合相对应的所述时间段是与在所述第二周期集合相对应的所述时间段相交错的。The time periods corresponding to the first period set are interleaved with the time periods corresponding to the second period set. 10.如权利要求1所述的方法,其中,10. The method of claim 1, wherein, 所述配对策略中的至少一个包括行为配对策略。At least one of the pairing strategies includes a behavior pairing strategy. 11.一种系统,其包括:11. A system comprising: 被通信地耦合到联系中心系统并且被配置为在所述联系中心系统中进行基准测试操作的至少一个计算机处理器,其中,所述至少一个计算机处理器被进一步配置为:At least one computer processor communicatively coupled to a contact center system and configured to perform benchmarking operations in the contact center system, wherein the at least one computer processor is further configured to: 在用于在所述联系中心系统中将联系和坐席进行配对的第一联系-坐席配对策略和第二联系-坐席配对策略之间循环,其中,所述循环包括:在所述联系中心系统中交替地应用所述第一联系-坐席配对策略和所述第二联系-坐席配对策略,以根据针对在所述联系中心系统中进行连接所应用的相应的配对策略来将联系和坐席进行配对;The system cycles between a first contact-agent pairing strategy and a second contact-agent pairing strategy for pairing contacts and agents in the contact center system, wherein the cycle includes: alternately applying the first contact-agent pairing strategy and the second contact-agent pairing strategy in the contact center system to pair contacts and agents according to the corresponding pairing strategy applied for connecting in the contact center system. 确定从所述第一联系-坐席配对策略到所述第二联系-坐席配对策略的第一转变集合;Determine a first set of transitions from the first contact-agent pairing strategy to the second contact-agent pairing strategy; 确定在所述第一转变集合中的可用坐席中的至少一个坐席的第一平均绩效;Determine the first average performance of at least one of the available seats in the first conversion set; 确定从所述第二联系-坐席配对策略到所述第一联系-坐席配对策略的第二转变集合;Determine a second set of transitions from the second contact-agent pairing strategy to the first contact-agent pairing strategy; 确定在所述第二转变集合中的可用坐席中的至少一个坐席的第二平均绩效;Determine the second average performance of at least one of the available seats in the second conversion set; 确定所述第一平均绩效和所述第二平均绩效之间的平均绩效差;以及Determine the average performance difference between the first average performance and the second average performance; and 至少部分地基于所述平均绩效差来调整至少一个联系-坐席配对策略的至少一个参数。At least one parameter of at least one contact-agent matching strategy is adjusted, at least in part, based on the average performance difference. 12.一种制品,其包括:12. An article comprising: 非瞬时处理器可读介质;以及Non-transient processor-readable medium; and 存储在所述介质上的指令;Instructions stored on the medium; 其中,所述指令被配置为能够被通过至少一个计算机处理器从所述介质读取,所述至少一个计算机处理器被通信地耦合到联系中心系统并且被配置为在所述联系中心系统中进行基准测试操作并且由此使得所述至少一个计算机处理器操作以使得:The instructions are configured to be read from the medium by at least one computer processor, which is communicatively coupled to a contact center system and configured to perform benchmarking operations in the contact center system, thereby causing the at least one computer processor to operate such that: 在用于在所述联系中心系统中将联系和坐席进行配对的第一联系-坐席配对策略和第二联系-坐席配对策略之间循环,其中,所述循环包括:在所述联系中心系统中交替地应用所述第一联系-坐席配对策略和所述第二联系-坐席配对策略,以根据针对在所述联系中心系统中进行连接所应用的相应的配对策略来将联系和坐席进行配对;The system cycles between a first contact-agent pairing strategy and a second contact-agent pairing strategy for pairing contacts and agents in the contact center system, wherein the cycle includes: alternately applying the first contact-agent pairing strategy and the second contact-agent pairing strategy in the contact center system to pair contacts and agents according to the corresponding pairing strategy applied for connecting in the contact center system. 确定从所述第一联系-坐席配对策略到所述第二联系-坐席配对策略的第一转变集合;Determine a first set of transitions from the first contact-agent pairing strategy to the second contact-agent pairing strategy; 确定在所述第一转变集合中的可用坐席中的至少一个坐席的第一平均绩效;Determine the first average performance of at least one of the available seats in the first conversion set; 确定从所述第二联系-坐席配对策略到所述第一联系-坐席配对策略的第二转变集合;Determine a second set of transitions from the second contact-agent pairing strategy to the first contact-agent pairing strategy; 确定在所述第二转变集合中的可用坐席中的至少一个坐席的第二平均绩效;Determine the second average performance of at least one of the available seats in the second conversion set; 确定所述第一平均绩效和所述第二平均绩效之间的平均绩效差;以及Determine the average performance difference between the first average performance and the second average performance; and 至少部分地基于所述平均绩效差来调整至少一个联系-坐席配对策略的至少一个参数。At least one parameter of at least one contact-agent matching strategy is adjusted, at least in part, based on the average performance difference.
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