# US 2019/0320067 A1 · System, method, and computer program product for contact center management > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2019/0320067 A1 - Document ID: US20190320067A1 - Status: Published application - Kind: A1 - Application number: 16/424,003 - Filed: 2019-05-28 - Published: 2019-10-17 - Earliest claimed: 2011-09-23 - Assignees: BalanceCXI, Inc. - Applicants: BalanceCXI, Inc. - Inventors: Daniel L. PEARCE; Timothy N. LAVIN - Web page: https://patentgrep.com/patent/US20190320067A1 ## CPC - H04M 3/5175: {Call or contact centers supervision arrangements} - G06Q 30/015: Providing customer assistance, e.g. assisting a customer within a business location or via helpdesk - G06Q 30/016: After-sales - G06Q 30/0281: {Customer communication at a business location, e.g. providing product or service information, consulting} - H04M 3/493: Interactive information services, e.g. directory enquiries {; Arrangements therefor, e.g. interactive voice response [IVR] systems or voice portals} - H04M 3/5166: {in combination with interactive voice response systems or voice portals, e.g. as front-ends} - H04M 2203/401: Performance feedback - H04M: TELEPHONIC COMMUNICATION (circuits for controlling other apparatus via a telephone cable and not involving telephone switching apparatus G08) - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract A system, method, and computer program product for customer contact management via voice, chat, e-mail and social network contacts includes a balanced service process (BSP) that includes a plurality of cause or response codes for maximizing first contact resolution (FCR) and CSAT. The BSP is incorporated within a contact center (single center, multiple centers and/or work at home), which receives voice calls, SMS messages, email, chat, or social media communications from customers. The BSP in real-time determines dispositions of such contacts, monitors and manages the performance of individual resolvers. ## Claims ### Claim 1 A system for customer contact management, comprising: a customer contact environment comprising a database and a plurality of agents, wherein said contact environment is coupled to receive customer contacts from a network and present each of the customer contacts to one or more of said plurality of agents; a balanced service process, comprising: an agent survey for determining and managing real-time, intraday, and historical resolver disposition of contact (RDP) and agents' belief about customers' view on contact resolution and customer satisfaction; a customer survey for determining and managing real-time, intraday, and historical customer input/view on disposition of contact (CDP); wherein said process for aligning the agent and the customer on each contact comprises one or more of the following: a data generator for determining first contact resolution (FCR) rates and customer satisfaction (CSAT) from the results of said agent survey and said customer survey, wherein said results are stored in said database; a processor within said database for dynamically reporting issues driving contact volume; a processor within said database for determining every contact that was not resolved; a processor within said database for assigning a plurality of response codes each of which is indicative of an outcome of said agent survey and said customer survey for each of the contacts; and a closed loop channel within said database to define, report and correct actions and trending issues that impede FCR and CSAT. ### Claim 2 (depends on 1) The system according to claim 1, wherein said issues driving contact volume comprise said real-time, intraday, and historical RDP, CDP, FCR and CSAT, and exception rates. ### Claim 3 (depends on 1) The system according to claim 1, wherein said trending issues that impede FCR and CSAT are based on said dynamically reported issues driving contact volume. ### Claim 4 (depends on 1) The system according to claim 1, wherein said agent is prompted with said agent survey upon completion of each said contact. ### Claim 5 (depends on 4) The system according to claim 4, wherein said agent is prompted during said agent survey to answer whether the customer believes the issue causing each said contact was resolved or not. ### Claim 6 (depends on 4) The system according to claim 4, wherein said agent is prompted during said agent survey to answer whether the customer for each said contact was satisfied or not. ### Claim 7 (depends on 1) The system according to claim 1, wherein said customer is prompted with said customer survey upon completion of each said contact. ### Claim 8 (depends on 7) The system according to claim 7, wherein said customer is prompted during said customer survey to answer whether the issue causing each said contact was resolved or not. ### Claim 9 (depends on 7) The system according to claim 7, wherein said customer is prompted during said customer survey to answer whether the customer for each said contact was satisfied or not. ### Claim 10 (depends on 1) The system according to claim 1, wherein said response codes are generated after said agent completes said agent survey and after said customer either completes said customer survey, or has had the opportunity to complete said customer survey but did not. ### Claim 11 (depends on 1) The system according to claim 1, wherein said response codes are prioritized. ### Claim 12 (depends on 11) The system according to claim 11, wherein said response codes are indicative of one or more of congruency between agent-customer survey responses, the survey question responded to and, whether or not the call was a repeat for the same concern. ### Claim 13 (depends on 1) The system according to claim 1, wherein said contact environment further comprises a chat bot. ### Claim 14 (depends on 13) The system according to claim 13, wherein said chat bot is coupled to said database to store data input through the chat bot by the customer and data output by the chat bot to the customer. ### Claim 15 (depends on 14) The system according to claim 14, wherein said balanced service process further comprises a bot coupled to said database. ### Claim 16 (depends on 15) The system according to claim 15, wherein said bot is adapted to be calibrated by the data generated in said balanced service process. ### Claim 17 (depends on 16) The system according to claim 16, wherein each said agent may be calibrated by the data generated in said balanced service process. ### Claim 18 (depends on 16) The system according to claim 16, wherein said calibrated bot may prompt each said agent. ### Claim 19 (depends on 16) The system according to claim 16, wherein said calibrated bot is adapted for machine learning based on the data generated in said balance service process and stored in said database. ### Claim 20 (depends on 16) The system according to claim 16, wherein said calibrated bot may generate a unique customer survey for each unique customer contact.