At a Glance
Easy way to provide load balancing between different locations
Allow expansion of routing rules by using external Python scripts or plugin DLLs
Use online metrics as input for routing decisions
Extensible to get data from 3rd party CRMs or ERPs
Can route both inbound and outbound sessions
Can route any type of media – voice, chat, email or SMS
About Softdial Pathfinder™
In order to optimise contact center performance, realtime routing responses are demanded to changes in metrics and resources such as workloads, SLAs and agent availability. At the same time, routing rules need to be clear in both concept and construction to allow them to be applied easily in all scenarios.
Softdial Pathfinder™ offers simple building blocks to allow the development of any kind of routing rules, for any media, for realtime deployment.
How does Softdial Pathfinder work?
The table shows the routing possibilities for each landlord, tenant, campaign or queue.
The selection of the destination can be made based on agent skills, queue metrics, queue properties, customer data or any external data from any 3rd party systems (e.g. CRMs or ERPs).
The flow
When a session is connected, at the Landlord level, a decision can be made by Softdial Pathfinder to define its destination. The destination can be a tenant, a campaign, a queue or an agent. Softdial Pathfinder can be used in any business scenarios, with multiple rules for landlords, tenants, campaigns and queues.
If the destination for a landlord is a tenant then the routing rules defined on a tenant level will determine the next destination for the session. The same logic applies when the destination is a campaign or queue. If the destination is an agent, then the session will be directly transferred to the selected agent.
Softdial Pathfinder at work
Let’s consider a simple example of Pathfinder at work. On the customer side we know that French is the predominant language. Turning to the agent, in the image below, two rules called ‘LowSLA‘ and ‘Language + AgentSuccessRate‘ are linked to a queue called SalesQueue1.
When the session arrives, the rules are evaluated in their predefined order, as shown. If the first rule ‘Low SLA‘, is breached, then the session will be routed to another queue called SalesQueue2 with identical or similar rules. Otherwise, the second rule for SalesQueue1 will be evaluated.
The configuration for the second rule can be seen in the next image. This rule selects agents with proficiency in French and an AgentSuccessRate greater than 60%. The evaluation is made using custom data collected via a dll from an external CRM.
Softdial Pathfinder will find the best agents to meet the criteria and transfer the call to the agent in SalesQueue1 with the longest idle time. Should the second rule fail to find an agent with the suitable attributes the default ASD behaviour will then find the agent with the longest idle time in SalesQueue1.
See also ...
Intelligent Routing
Flexible rules to connect to the most appropriate agent, wherever they are
Preferred Routing
Personalisation is one of the most important factors in delivering first class customer service
Advanced Routing
Highly complex rules and conditions to be applied to session flow for all media types
Advanced Routing Examples
Five use case examples showing how Pathfinder may be used to optimise the customer experience
