# US 2021/0081968 A1 · Systems and methods for predicting and resolving surge periods

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 2021/0081968 A1
- Document ID: US20210081968A1
- Status: Published application
- Kind: A1
- Application number: 16/573,040
- Filed: 2019-09-17
- Published: 2021-03-18
- Earliest claimed: 2019-09-17
- Assignees: Talkdesk, Inc.
- Applicants: Talkdesk, Inc
- Inventors: Jason Fama; Patrick Russell; Richard Lawrence
- Web page: https://patentgrep.com/patent/US20210081968A1

## CPC

- G06Q 10/06398: {Performance of employee with respect to a job function}
- G06N 5/04: Inference or reasoning models
- G06Q 10/063116: {Schedule adjustment for a person or group}
- G06Q 10/06312: {Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling}
- G06Q 10/06393: {Score-carding, benchmarking or key performance indicator [KPI] analysis}
- G06Q 10/1097: {using calendar-based scheduling for task assignment}
- G06Q 30/0201: Market modelling; Market analysis; Collecting market data
- G06Q 30/0202: Market predictions or forecasting for commercial activities
- G06N 20/00: Machine learning
- 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
- G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS

## Abstract

A surge engine is provided that predicts upcoming surges for a business such as a contact center or a retail environment. The surge engine may receive a schedule for the business that indicates one or more employees or agents that are scheduled to work for each period. The surge engine further receives a customer or workload forecast for each period that is based on historical customer and workload data for the business. The surge engine then predicts a surge for an upcoming period based on the workload forecast for that period and the schedule for that period. The surge engine may further consider real-time data about the busyness of the business when predicting surges. For each predicted surge, the surge engine automatically identifies employees or agents who may be available to work during the predicted surge, and offers them one or more incentives to work during the predicted surge.

## Claims

### Claim 1

A method comprising:
receiving a schedule, wherein a schedule comprises a plurality of periods, and identifications of agents of a plurality of agents assigned to each period of the plurality of periods;
for each period of the plurality of periods, receiving a predicted workload for the period;
based on the predicted workload for each period and the agents assigned to each period from the schedule, predicting a surge for at least one period of the plurality of periods;
in response to the predicted surge for the at least one period, identifying at least one agent of the plurality of agents not assigned to the at least one period; and
notifying the identified at least one agent of the predicted surge.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
determining that the at least one agent worked during the at least one period; and
in response to the determination, updating a surge score associated with the at least one agent.

### Claim 3 (depends on 1)

The method of claim 1, wherein predicting the surge for at least one period of the plurality of periods comprises:
determining that a surge rule is satisfied for the at least one period; and
in response to determining that the surge rule is satisfied, predicting the surge for the at least one period.

### Claim 4 (depends on 1)

The method of claim 1, further comprising:
in response to predicting the surge for the at least one period, requesting a confirmation of the surge for the at least one period;
receiving a confirmation of the surge for the at least one period;
notifying the identified at least one agent of the predicted surge in response to receiving the confirmation; and
updating a surge rule in response to receiving the confirmation.

### Claim 5 (depends on 1)

The method of claim 1, further comprising:
in response to predicting the surge for the at least one period, requesting a confirmation of the surge for the at least one period;
receiving a negative confirmation of the of the surge for the at least one period; and
updating a surge rule in response to receiving no confirmation.

### Claim 6 (depends on 1)

The method of claim 1, wherein identifying at least one agent of the plurality of agents not assigned to the at least one period comprises one or more of identifying an agent taking a break during the at least one period, identifying an agent not scheduled to work during the at least one period, identifying an agent scheduled to work during a period other than the at least one period, and identifying an agent scheduled for a meeting during the at least one period.

### Claim 7 (depends on 1)

The method of claim 1, wherein notifying the at least one agent comprises one or more of emailing the at least one agent, texting the at least one agent, or calling the at least one agent.

### Claim 8

A non-transitory computer-readable medium comprising instructions that, when executed by at least one processor, cause a computer system to:
receive a schedule, wherein a schedule comprises a plurality of periods, and identifications of agents of a plurality of agents assigned to each period of the plurality of periods;
for each period of the plurality of periods, receive a predicted workload for the period;
based on the predicted workload for each period and the agents assigned to each period from the schedule, predict a surge for at least one period of the plurality of periods;
in response to the predicted surge for the at least one period, identify at least one agent of the plurality of agents not assigned to the at least one period; and
notify the identified at least one agent of the predicted surge.

### Claim 9 (depends on 8)

The computer-readable medium of claim 8, further comprising instructions that, when executed by the at least one processor, cause the computer system to:
determine that the at least one agent worked during the at least one period; and
in response to the determination, update a surge score associated with the at least one agent.

### Claim 10 (depends on 8)

The computer-readable medium of claim 8, wherein predicting the surge for at least one period of the plurality of periods comprises:
determine that a surge rule is satisfied for the at least one period; and
in response to determining that the surge rule is satisfied, predict the surge for the at least one period.

### Claim 11 (depends on 8)

The computer-readable medium of claim 8, further comprising instructions that, when executed by the at least one processor, cause the computer system to:
in response to predicting the surge for the at least one period, request a confirmation of the surge for the at least one period;
receive a confirmation of the surge for the at least one period;
notify the identified at least one agent of the predicted surge in response to receiving the confirmation; and
update a surge rule in response to receiving the confirmation.

### Claim 12 (depends on 8)

The computer-readable medium of claim 8, further comprising instructions that, when executed by the at least one processor, cause the computer system to:
in response to predicting the surge for the at least one period, request a confirmation of the surge for the at least one period;
receive a negative confirmation of the of the surge for the at least one period; and
update a surge rule in response to receiving no confirmation.

### Claim 13 (depends on 8)

The computer-readable medium of claim 8, wherein identifying at least one agent of the plurality of agents not assigned to the at least one period comprises one or more of identifying an agent taking a break during the at least one period, identifying an agent not scheduled to work during the at least one period, identifying an agent scheduled to work during a period other than the at least one period, and identifying an agent scheduled for a meeting during the at least one period.

### Claim 14 (depends on 8)

The computer-readable medium of claim 8, wherein notifying the at least one agent comprises one or more of emailing the at least one agent, texting the at least one agent, or calling the at least one agent.

### Claim 15

A system comprising:
at least one processor; and
a non-transitory computer readable medium comprising instructions that, when executed by the at least one processor, cause the system to:
receive a schedule, wherein a schedule comprises a plurality of periods, and identifications of agents of a plurality of agents assigned to each period of the plurality of periods;
for each period of the plurality of periods, receive a predicted workload for the period;
based on the predicted workload for each period and the agents assigned to each period from the schedule, predict a surge for at least one period of the plurality of periods;
in response to the predicted surge for the at least one period, identify at least one agent of the plurality of agents not assigned to the at least one period; and
notify the identified at least one agent of the predicted surge.

### Claim 16 (depends on 15)

The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:
determine that the at least one agent worked during the at least one period; and
in response to the determination, update a surge score associated with the at least one agent.

### Claim 17 (depends on 15)

The system of claim 15, wherein predicting the surge for at least one period of the plurality of periods comprises:
determine that a surge rule is satisfied for the at least one period; and
in response to determining that the surge rule is satisfied, predict the surge for the at least one period.

### Claim 18 (depends on 15)

The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:
in response to predicting the surge for the at least one period, request a confirmation of the surge for the at least one period;
receive a confirmation of the surge for the at least one period;
notify the identified at least one agent of the predicted surge in response to receiving the confirmation; and
update a surge rule in response to receiving the confirmation.

### Claim 19 (depends on 15)

The system of claim 15, further comprising instructions that, when executed by the at least one processor, cause the system to:
in response to predicting the surge for the at least one period, request a confirmation of the surge for the at least one period;
receive a negative confirmation of the of the surge for the at least one period; and
update a surge rule in response to receiving no confirmation.

### Claim 20 (depends on 15)

The system of claim 15, wherein identifying at least one agent of the plurality of agents not assigned to the at least one period comprises one or more of identifying an agent taking a break during the at least one period, identifying an agent not scheduled to work during the at least one period, identifying an agent scheduled to work during a period other than the at least one period, and identifying an agent scheduled for a meeting during the at least one period.