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Updated via BpClonePage extension. Source page: draft:Interaction-analytics/Overview
Updated via BpClonePage extension. Source page: draft:Interaction-analytics/Overview
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= Intelligence Engine =
=Intelligence Engine=
This document provides an overview of the AI-powered features for historical analytics and real-time support, allowing you to analyze the interactions supported by your contact center and provide real time assistance to agents.  
This document provides an overview of the AI-powered features for historical analytics and real-time support, allowing you to analyze the interactions supported by your contact center and provide real time assistance to agents.  


== Real-time Features ==
==Real-time Features==


=== AI Summary for Agents ===
<div class="flex-row row">
 
<div class="col-xs-12 col-md-6">
====[[File:AI Summary for Agents-icon.png]] AI Summary for Agents====
Assist agents with After Call Work (ACW) by automatically generating interaction notes based on the part of the interaction they handled.
Assist agents with After Call Work (ACW) by automatically generating interaction notes based on the part of the interaction they handled.
* Reduce after call work duration by allowing agents to copy and paste the summary into their notes.


==== Use AI Summary for Agents to… ====
* Help agents follow company methodology for documenting customer interactions (e.g. STAR).


* Reduce after call work duration by allowing agents to copy and paste the summary into their notes.
* Help agents follow company methodology for documenting customer interactions (e.g. STAR).
* Allow agents to focus on the customer interaction without having to keep track of everything that happened during the call.
* Allow agents to focus on the customer interaction without having to keep track of everything that happened during the call.
* Insert the summary into a CRM using a workflow.
* Insert the summary into a CRM using a workflow.


=== Suggestions ===
</div>
Provides agents with live, in-call support through real-time checklists, contextual knowledge base articles, and text-based suggestions triggered by the conversation.


==== Use Suggestions to… ====
<div class="col-xs-12 col-md-6">


====[[File:Real-Time Suggestions-icon.png]] Suggestions====
Provides agents with live, in-call support through real-time checklists, contextual knowledge base articles, and text-based suggestions triggered by the conversation.
* Issue reminders to assist your agents to maintain compliance.
* Issue reminders to assist your agents to maintain compliance.
* Reduce agent call handling times by providing your agents with relevant information to customer questions.
* Reduce agent call handling times by providing your agents with relevant information to customer questions.
* Prompt your agents to respond accordingly to competitor mentions.
* Prompt your agents to respond accordingly to competitor mentions.
* Provide training tips to newer agents during their customer interactions.
* Provide training tips to newer agents during their customer interactions.


== Historical Features ==
</div>


=== Discovery ===
</div><!-- End of row 1-->
 
==Historical Features==
 
<div class="flex-row row">
 
<div class="col-xs-12 col-md-6">
====[[File:discovery-icon.png]] Discovery====
Identify and tag unknown or emerging topics from your customer conversations to help you understand why customers are contacting you.
Identify and tag unknown or emerging topics from your customer conversations to help you understand why customers are contacting you.


==== Use Discovery to… ====
* Understand why customers are cancelling your services.


* Understand why customers are cancelling your services.
* Track why customers are calling in to allocate resources in the needed areas.
* Track why customers are calling in to allocate resources in the needed areas.
* Get ahead of customer trends.
* Get ahead of customer trends.
* Detect complaints about services and products.
* Detect complaints about services and products.


=== Intents ===
</div>
 
<div class="col-xs-12 col-md-6">
====[[File:intent studio-icon.png]] Intents====
Define grammar or AI-based rules that recognize when a phrase or topic appears in an interaction that is of interest to your business
Define grammar or AI-based rules that recognize when a phrase or topic appears in an interaction that is of interest to your business


==== Use Intents to… ====
* Track conversation topics by assigning them to specific Categories.


* Track conversation topics by assigning them to specific Categories.
* Act as scoring and survey metrics in Autoscoring forms.
* Act as scoring and survey metrics in Autoscoring forms.
* Detect topics of conversation to provide suggestions to agents.
* Detect topics of conversation to provide suggestions to agents.


=== Categories ===
</div>
</div><!-- End of row 2-->
 
<br>
<div class="flex-row row">
 
<div class="col-xs-12 col-md-6">
====[[File:catagories-icon.png]] Categories====
Define, track, and categorize specific known topics (intents) to analyze agent behaviors and customer emotions, helping you understand how different conversation elements correlate with one another.
Define, track, and categorize specific known topics (intents) to analyze agent behaviors and customer emotions, helping you understand how different conversation elements correlate with one another.


==== Use Categories to… ====
* Track when customers mention a competitor.


* Track when customers mention a competitor.
* Gauge a customer’s sentiment.
* Gauge a customer’s sentiment.
* Track the status of a sale.
* Track the status of a sale.
* Track which services are most requested by customers.
* Track which services are most requested by customers.
* Monitor booking inquiries and cancellation requests.
* Monitor booking inquiries and cancellation requests.
* Track service inquiries and common issues reported by customers.
* Track service inquiries and common issues reported by customers.
* Detect requests for plan upgrades or cancellations.
* Detect requests for plan upgrades or cancellations.
* Track billing disputes and customer concerns about pricing.
* Track billing disputes and customer concerns about pricing.
* Identify recurring network complaints.
* Identify recurring network complaints.


=== Autoscoring ===
</div>
 
<div class="col-xs-12 col-md-6">
====[[File:Autoscoring-icon.png]] Autoscoring====
Automatically evaluate interactions against configurable scoring forms to provide continuous, consistent assessment of agent performance and customer sentiment for compliance and quality management.
Automatically evaluate interactions against configurable scoring forms to provide continuous, consistent assessment of agent performance and customer sentiment for compliance and quality management.


==== Use Autoscoring to… ====
* Automatically mark interactions as failed when your agents are not being compliant.


* Automatically mark interactions as failed when your agents are not being compliant.
* Automate agent performance score evaluations.
* Automate agent performance score evaluations.
* Automatically measure customer experience based on the interaction content.
* Automatically measure customer experience based on the interaction content.
* Prevent evaluator bias in your agent evaluations and customer surveys.
* Prevent evaluator bias in your agent evaluations and customer surveys.


=== Historical AI Summary ===
</div>
</div><!-- End of row 3-->
 
<br>
<div class="flex-row row">
 
<div class="col-xs-12 col-md-6">
 
====[[File:Summary Template-icon.png]] Historical AI Summaries====
Provide quality managers and analysts with a complete overview of customer interactions, helping them quickly grasp the context and outcome without needing to review full transcripts.
Provide quality managers and analysts with a complete overview of customer interactions, helping them quickly grasp the context and outcome without needing to review full transcripts.


==== Use Historical AI Summary to… ====
* Understand the subject and outcome of an interaction without listening to the recording or reading the transcript.


* Understand the subject and outcome of an interaction without listening to the recording or read the transcript.
* Target specific items brought up in the conversation to be highlighted.
* Target specific items brought up in the conversation to be highlighted.
* Improve QA efficiency by allowing quality managers to find the interaction records they need more quickly.
* Improve QA efficiency by allowing quality managers to find the interaction records they need more quickly.
* Increase QA productivity by allowing quality managers to focus on the more important tasks.


* Increase QA productivity by allowing quality managers to focus on more important tasks.
</div>
<div class="col-xs-12 col-md-6">
</div>
</div><!-- End of row 4-->
<br>
==Utilities and Administration==


== Auxiliary Features ==
<div class="flex-row row">


=== Coverage ===
<div class="col-xs-12 col-md-6">
====[[File:settings-icon.png]] Coverage====
Manage which ''Intelligence Engine'' features are applied to services in your contact center.
Manage which ''Intelligence Engine'' features are applied to services in your contact center.
==== Use Coverage to… ====


* Control costs by preventing overuse.
* Control costs by preventing overuse.
** Assign items to services only where they are needed.
** Assign items to services only where they are needed.
** Limit the number of interactions processed by setting a lower coverage percentage.  
** Limit the number of interactions processed by setting a lower coverage percentage.  
* Prevent cluttering of data for more useful analysis.
* Prevent cluttering of data for more useful analysis.
** Only assign items that are relevant to a service.
** Only assign items that are relevant to a service.


=== Search ===
</div>
 
<div class="col-xs-12 col-md-6">
====[[File:search-icon.png]] Search====
Find interactions you are interested in by filtering by various attributes.
Find interactions you are interested in by filtering by various attributes.
</div>
</div><!-- End of row 5-->

Revision as of 21:30, 11 August 2025

Intelligence Engine

This document provides an overview of the AI-powered features for historical analytics and real-time support, allowing you to analyze the interactions supported by your contact center and provide real time assistance to agents.

Real-time Features

AI Summary for Agents

Assist agents with After Call Work (ACW) by automatically generating interaction notes based on the part of the interaction they handled.

  • Reduce after call work duration by allowing agents to copy and paste the summary into their notes.
  • Help agents follow company methodology for documenting customer interactions (e.g. STAR).
  • Allow agents to focus on the customer interaction without having to keep track of everything that happened during the call.
  • Insert the summary into a CRM using a workflow.

Suggestions

Provides agents with live, in-call support through real-time checklists, contextual knowledge base articles, and text-based suggestions triggered by the conversation.

  • Issue reminders to assist your agents to maintain compliance.
  • Reduce agent call handling times by providing your agents with relevant information to customer questions.
  • Prompt your agents to respond accordingly to competitor mentions.
  • Provide training tips to newer agents during their customer interactions.

Historical Features

Discovery

Identify and tag unknown or emerging topics from your customer conversations to help you understand why customers are contacting you.

  • Understand why customers are cancelling your services.
  • Track why customers are calling in to allocate resources in the needed areas.
  • Get ahead of customer trends.
  • Detect complaints about services and products.

Intents

Define grammar or AI-based rules that recognize when a phrase or topic appears in an interaction that is of interest to your business

  • Track conversation topics by assigning them to specific Categories.
  • Act as scoring and survey metrics in Autoscoring forms.
  • Detect topics of conversation to provide suggestions to agents.


Categories

Define, track, and categorize specific known topics (intents) to analyze agent behaviors and customer emotions, helping you understand how different conversation elements correlate with one another.

  • Track when customers mention a competitor.
  • Gauge a customer’s sentiment.
  • Track the status of a sale.
  • Track which services are most requested by customers.
  • Monitor booking inquiries and cancellation requests.
  • Track service inquiries and common issues reported by customers.
  • Detect requests for plan upgrades or cancellations.
  • Track billing disputes and customer concerns about pricing.
  • Identify recurring network complaints.

Autoscoring

Automatically evaluate interactions against configurable scoring forms to provide continuous, consistent assessment of agent performance and customer sentiment for compliance and quality management.

  • Automatically mark interactions as failed when your agents are not being compliant.
  • Automate agent performance score evaluations.
  • Automatically measure customer experience based on the interaction content.
  • Prevent evaluator bias in your agent evaluations and customer surveys.


Historical AI Summaries

Provide quality managers and analysts with a complete overview of customer interactions, helping them quickly grasp the context and outcome without needing to review full transcripts.

  • Understand the subject and outcome of an interaction without listening to the recording or reading the transcript.
  • Target specific items brought up in the conversation to be highlighted.
  • Improve QA efficiency by allowing quality managers to find the interaction records they need more quickly.
  • Increase QA productivity by allowing quality managers to focus on more important tasks.


Utilities and Administration

Coverage

Manage which Intelligence Engine features are applied to services in your contact center.

  • Control costs by preventing overuse.
    • Assign items to services only where they are needed.
    • Limit the number of interactions processed by setting a lower coverage percentage.
  • Prevent cluttering of data for more useful analysis.
    • Only assign items that are relevant to a service.

Search

Find interactions you are interested in by filtering by various attributes.

Next >