System and method for providing self-service while on hold during a customer interaction
AssigneeJPMorgan Chase Bank, N.A.
InventorsPrashant Desai, Parind S. Poi
Life of this patent
Estimating the term…
Abstract
The invention relates to a customer interaction management system that comprises a memory, an input and a computer processor programmed to: interact, via a first communication channel, with the customer via an automate self-service feature; receive a customer input to opt out of the automated self-service feature; place the customer in a queue with an estimated wait time; determine whether the estimated wait time exceeds a threshold wait time; engage the customer in a self-service on hold feature via a second communication channel separate from the first communication channel; and maintain the customer's place in the queue while the customer interacts with the self-service on hold.
Claims20
A customer interaction management system comprising:
- a memory that stores and manages customer profile data and customer interaction data;
- an input that receives a voice input from a customer;
- and
- a computer processor, coupled to the memory and the voice input, programmed to:
- interact, via a first communication channel, with the customer via an automated self-service feature to address a current customer issue relating to a customer account;
- receive a customer input to opt out of the automated self-service feature;
- place the customer in a queue with an estimated wait time;
- determine whether the estimated wait time exceeds a threshold wait time;
- engage the customer in a self-service on hold feature via a second communication channel separate from the first communication channel, wherein the second communication channel comprises a messaging channel to address the current customer issue;
- maintain the customer's place in the queue while the customer interacts with the self-service on hold feature;
- determine the customer's progress in resolving the current customer issue during the self-service on hold feature;
- and
- provide an option to the customer to continue with the second communication channel and adjust the customer's place in the queue;
- when an agent becomes available, provide an option to connect the customer to the available agent and further communicate the customer's progress to the available agent.
A customer interaction management method, the method comprising the steps of:
- interacting, via a first communication channel, with the customer via an automated self-service feature to address a current customer issue relating to a customer account;
- receiving a customer input to opt out of the automated self-service feature;
- placing the customer in a queue with an estimated wait time;
- determining whether the estimated wait time exceeds a threshold wait time;
- engaging the customer in a self-service on hold feature via a second communication channel separate from the first communication channel, wherein the second communication channel comprises a messaging channel to address the current customer issue;
- maintaining the customer's place in the queue while the customer interacts with the self-service on hold feature;
- determining the customer's progress in resolving the current customer issue during the self-service on hold feature;
- and
- providing an option to the customer to continue with the second communication channel and adjust the customer's place in the queue;
- when an agent becomes available, provide an option to connect the customer to the available agent and further communicate the customer's progress to the available agent.
Dependencies are inferred from the claim text.