Abstract: An automated customer service system and method which maintains and uses a customer sensitivity profile to contact the customer in a manner, at a time and date, and at a location which are preferred by the customer. The automated customer service system also maintains and uses an agent qualification profile, in conjunction with the customer sensitivity profile, to automatically assign agents to the various campaigns. An agent qualification profile identifies any special skills or qualifications that an agent may possess, such as language skills, type of voice, efficiency, and type of call processing skills. The system administrator devises a strategy script based upon the customer sensitivity requirements and the agent qualifications. The strategy script determines which agents meet which requirements, and whether there are adequate agents to handle the requirements of concurrent campaigns.

Abstract: Automatically accepting applications, and testing, training, certifying, assigning, allocating, controlling, and scheduling remote agents. An applicant (100) transmits an application to a remote agent center (RAC) (130) via a Communications Network (120). The application contains the person's profile, training, and experience. The RAC validates the skills via testing or third party confirmation, accepts the person as a remote worker, certifies the person's skill levels, and places the person in the remote worker pool. The remote worker can also obtain remote training on new or additional topics. The RAC evaluates the business demands of an external party, identifies remote workers with the needed skills who are available, and transmits the work at the appropriate time to the remote workers. The work is transmitted via or through the RAC. The external parties thus do not have to recruit, train, or test persons, or be concerned with staffing issues.

Abstract: A business has a main office (13) which has a controller (225), a plurality of telephones, a plurality of computers, a PBX and/or an ACD (216), and a plurality of corporate resources (220) such as servers, hosts, applications, databases, routers, gateways, switches, a voicemail system, an e-mail system, and facsimile servers. A user at the main office (13) has access to the various corporate resources and also has a portable communications device (10), such as a laptop computer, with which to place a call to the controller via a communications link (11) such as the Internet, to send user commands to and receive the resultant status, information, or operation, from, the controller, to access any of the corporate resources and data, and to make calls to and receive communications from outside parties (12). In addition, the user may create a personal profile which causes the controller to forward selected communications to him, via the Internet, wherever the user may be.

Abstract: A customer is transferred from a first Internet chat session on a first server to a second Internet chat session on a second server without the customer having to take any action whatsoever. The second server may be the same server as the first server or may be different from the first server and may be physically located in another city, state, country, or continent. When the need arises to transfer a customer chat to another agent (who may be on another server) the agent requests a transfer and a list of available chat sessions is provided (300) to the agent. If the agent requests a transfer of the customer to one of those available chat sessions then a determination (310) is made as to whether the proposed transfer is permitted. If the transfer is permitted and initiated by the agent, the agent's computer sends all the transfer information as well as a transfer command to the customers browser.

Abstract: A method for consolidating the information from multiple information sources so as to provide a uniform set of screens for an agent. All of the information sources are automatically linked in a coherent manner, which is defined by the user. The provision of an information item into a field automatically accesses user-specified information items from the various information sources. The user may combine and present the information from the various information sources in a uniform manner so that a given item of information always appears at the same location on the screen, and in the form desired, regardless of the original display format that is used by the information source. The station (10) receives (501) the initial information item and then sends (503) this information item to the sources specified by the information field, receives additional information items from these sources, and displays or presents the information items received in any desired media type.

Abstract: A first computing device and a second computing device establish (101) a connection and the first computing device downloads (102) a mini-application which monitors for changed information on the first computing device, such as a new web page address or information entered into the field of a form displayed on the browser of the first computing device. Once the mini-application detects (103) such a change it sends (104) the information regarding the change to the second computing device. The second computing device then implements (105) that information by acting on or displaying that information, such as by going to the new web page address if the change was a new website, or by displaying the information in the appropriate field on the form displayed on the second computing device. The mini-application continues (106) to monitor for change on the first computing device until web collaboration is disabled (107).

Abstract: The invention determines when an Internet browsing customer should be provided assistance by monitoring factors such as the customer profile saved at the server or in cookies, the time a customer spends on particular web pages, errors in forms submitted by the customer, web pages repeatedly viewed by a customer, and statistically established abandon points. When the invention determines a customer should be provided assistance, the invention reviews the availability and probability of availability of the customer service representatives (CSRs). If a CSR is available or predicted to be available, the customer is presented with a HELP option. If the customer does not respond to the HELP option within a predetermined time, the HELP option is removed. By dynamically determining the appropriate time to provide a HELP option and only providing the HELP option when a CSR is available, the invention proactively provides meaningful service at the critical time.

Abstract: A method for consolidating the information from multiple information sources so as to provide a uniform set of screens for an agent. All of the information sources are automatically linked in a coherent manner, which is defined by the user. The provision of an information item into a field automatically accesses user-specified information items from the various information sources. The user may combine and present the information from the various information sources in a uniform manner so that a given item of information always appears at the same location on the screen, and in the form desired, regardless of the original display format that is used by the information source. The station (10) receives (501) the initial information item and then sends (503) this information item to the sources specified by the information field, receives additional information items from these sources, and displays or presents the information items received in any desired media type.

Abstract: A business has a main office (13) which has a controller (225), a plurality of telephones, a plurality of computers, a PBX and/or an ACD (216), and a plurality of corporate resources (220) such as servers, hosts, applications, databases, routers, gateways, switches, a voicemail system, an e-mail system, and facsimile servers. A user at the main office (13) has access to the various corporate resources and also has a portable communications device (10), such as a laptop computer, with which to place a call to the controller via a communications link (11) such as the Internet, to send user commands to and receive the resultant status, information, or operation, from, the controller, to access any of the corporate resources and data, and to make calls to and receive communications from outside parties (12). In addition, the user may create a personal profile which causes the controller to forward selected communications to him, via the Internet, wherever the user may be.

Abstract: An object is dynamically created which contains all of the information relating to connections established during a transaction. This object also contains information and/or pointers to information which was used in a communication during the transaction. The object further contains tests for triggering events. When a triggering event occurs the connections are automatically re-established so that a further communication relating to a transaction may be accomplished with excellent efficiency and without any duplication of effort by an agent (including an electronic agent or device) to locate information which was located during the previous communication. The test is administered by a business process mediator, which invokes a business task mediator, which may invoke multiple lesser task mediators, each of which may invoke additional lesser task mediators.

Abstract: An SCSA RX/TX memory (220) receives voice data and stores voice data samples under established voice channel identifiers. A controller (240) selects voice channels, and their associated voice data, for inclusion in an ATM cell. The memory (220) sends the voice channel identifier and the voice data for the selected channels to a Constant Bit Rate Segmentation And Reassembly (CBR SAR) circuit (225). The CBR SAR aggregates the voice data into an appropriate number of ATM cell slots for each of those voice channels. The CBR SAR 225 sends the aggregated information to a Multiplexer/Duplicator Circuit (MUX/DUP) (230) which assembles the ATM cell, and sends the completed ATM cell to an ATM transceiver (265) for transmission. When there is no voice data to be sent information data from an Available Bit Rate (ABR) SAR (260) is assembled to form an ATM cell to be sent by the ATM transceiver.

Abstract: The automated customer service system maintains and uses a list of available resources, such as an agent qualification profile, in conjunction with a customer sensitivity profile, to automatically assign available resources, such as agents, to the various campaigns. The agent qualification profile identifies any special skills or qualifications that an agent may possess, such as language skills, type of voice, efficiency, and type of call processing skills. The customer sensitivity profile contains information regarding the manner, time and date, and location for contact which are preferred by the customer. The system administrator devises a strategy script based upon the customer sensitivity requirements and the agent qualifications. The strategy script determines which resources, such as agents, meet which requirements, and whether there are adequate resources to handle the requirements of concurrent campaigns.

Abstract: A method and an apparatus are disclosed which provide for non-offensive termination of an outbound call which has been answered when an agent is not available to handle said outbound call. An outbound call is placed (10) and a determination is made (11) as to whether the call has been answered. If the call has been answered then a determination is made (12) as to whether the call was answered by a person or an answering machine. If the call was answered by a person then a determination is made as to whether an agent is available to handle said outbound call. If an agent is available then the agent is connected (13) to the outbound call. If an agent is not available then a termination message is played (15). If the call was answered by an answering machine then, depending upon a user-selected option (16), a termination message will be played (15) or an interactive session will be started (17). Also disclosed are a method and an apparatus for detecting an answering machine.

Abstract: A method for automatically obtaining, consolidating and displaying the information from a plurality of information sources. An agent workstation receives the initial information item and then sends this information item to the sources specified, receives additional information items from these sources, and displays or presents the information items received. If the initial information item is not adequate to obtain all of the information items desired then the information items received from one source are also used to obtain other information items from other sources so that all of the desired information items are obtained.

Abstract: An automated customer service system which maintains and uses a customer sensitivity profile to contact the customer in a manner, at a time and date, and at a location which are preferred by the customer. This maximizes the likelihood that the customer will be favorably responsive to the contact, whether the contact be to make a sale, to discuss collection of a balance due, or just to obtain current information about the customer. The automated customer service system also maintains and uses a list of available resources, such as an agent qualification profile, in conjunction with the customer sensitivity profile, to automatically assign available resources, such as agents, to the various campaigns. The agent qualification profile identifies any special skills or qualifications that an agent may possess, such as language skills, type of voice, efficiency, and type of call processing skills.

Abstract: A method and an apparatus are disclosed which provide for non-offensive termination of an outbound call which has been answered when an agent is not available to handle said outbound call. An outbound call is placed (10) and a determination is made (11) as to whether the call has been answered. If the call has been answered then a determination is made (12) as to whether the call was answered by a person or an answering machine. If the call was answered by a person then a determination is made as to whether an agent is available to handle said outbound call. If an agent is available then the agent is connected (13) to the outbound call. If an agent is not available then a termination message is played (15). If the call was answered by an answering machine then, depending upon a user-selected option (16), a termination message will be played (15) or an interactive session will be started (17). Also disclosed are a method and an apparatus for detecting an answering machine.

Abstract: A method and an apparatus for improving agent efficiency by reducing non-productive time such as time on hold and time for wrap-up statements. After an agent has been connected to a call the agent may determine that automated handling of the call is appropriate. Depending upon the status of the call the agent may specify that the call has been essentially completed or that the agent is on hold. The agent may speak the name of the connected party and this will be recorded. Then the agent is disconnected from the call and a message playing device, which may also replay the spoken name, is activated. If the response from the connected party indicates that an agent's attention is again needed then the same or a different agent is connected to the call. In addition, a party on hold is provided an estimate of the time before an agent becomes available and/or the number of parties ahead in the holding queue.

Abstract: A method and an apparatus for improving agent efficiency by reducing non-productive time such as time on hold and time for wrap-up statements. After an agent has been connected to a call the agent may determine that automated handling of the call is appropriate. Depending upon the status of the call the agent may specify that the call has been essentially completed or that the agent is on hold. The agent may speak the name of the connected party and this will be recorded. Then the agent is disconnected from the call and a message playing device, which may also replay the spoken name, is activated. If the response from the connected party indicates that an agent's attention is again needed then the same or a different agent is connected to the call. In addition, a party on hold is provided an estimate of the time before an agent becomes available and/or the number of parties ahead in the holding queue.

Abstract: A method for optimizing the pacing and processing of inbound calls and outbound calls. Statistics are generated concerning inbound calls and outbound calls, and concerning the performance of each agent for inbound calls and outbound calls. Separate statistics concerning inbound calls and outbound calls allow a more accurate prediction of call pacing and handling requirements and of the availability of an agent so as to maximize the productivity of each agent and control the on-hold time of inbound and outbound calls. Each trunk line is designated for inbound calls or outbound calls and the status of each trunk is monitored. If all of the trunks allocated to inbound service are in use then some of the trunks designated for outbound service are redesignated for inbound service. If more than a predetermined number of trunks designated for inbound service are not in use then some of these trunks will be redesignated for outbound service.

Abstract: A method for optimizing the pacing and processing of inbound calls and outbound calls. Statistics are generated concerning inbound calls and outbound calls, and concerning the performance of each agent for inbound calls and outbound calls. Separate statistics concerning inbound calls and outbound calls allow a more accurate prediction of call pacing and handling requirements and of the availability of an agent so as to maximize the productivity of each agent and control the on-hold time of inbound and outbound calls. Each trunk line is designated for inbound calls or outbound calls and the status of each trunk is monitored. If all of the trunks allocated to inbound service are in use then some of the trunks designated for outbound service are redesignated for inbound service. If more than a predetermined number of trunks designated for inbound service are not in use then some of these trunks will be redesignated for outbound service.