Abstract: Automatic analyses of customer-agent interactions provide valuable, actionable feedback for managers, agents, and customers. To provide such analyses, methods for recording and analysis of customer-agent interactions using a customer relationship management (CRM) system are disclosed. A recorder application records the customer-agent interaction, and sensitive information may be identified. Sensitive portions of the recording may then be redacted and removed from the recording. The redacted recording is then analyzed to generate useful summary and analytics information.

Abstract: A semantic similarity based configurable system for automatic scenario detection in customer-agent conversations is disclosed. The system understands intent from the vector space semantic similarity between speaker sentences, which is agnostic to the use of synonyms and tolerates a large amount of paraphrasing. This approach scales easily to a large number of customers and can be fed more data to increase accuracy and precision. Furthermore, the system is configurable in real-time so that the client is able to control which intents are detected and how. In some embodiments, the semantic similarity based configurable system comprises a scenario detection system, a conversation tag system, a bi-encoder, and a cross-encoder, where the scenario detection system receives inputs of sample phrases and customer-agent utterances and generates results. The sample phrases may be phrases and keywords that describe a scenario expressing the behavior of a customer or call agent.