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Agent task allocation method, storage medium and server

An allocation method and agent technology, applied in the direction of equipment, business, customer communication, etc., can solve the problems of unified management of agent tasks, unreasonable assignment of agent tasks, and omission of high-quality customers

Inactive Publication Date: 2018-03-09
PING AN TECH (SHENZHEN) CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] At present, although the business system collects the above activity information and generates related agent tasks, the business system does not manage these agent tasks effectively and uniformly. When there are a large number of agent tasks, it is easy to miss high-quality customers and agent tasks. Unreasonable distribution and other issues

Method used

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  • Agent task allocation method, storage medium and server
  • Agent task allocation method, storage medium and server
  • Agent task allocation method, storage medium and server

Examples

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Embodiment Construction

[0030] The embodiment of the present invention provides a method, a storage medium and a server for allocating agent tasks, which are used to solve the problems of omission of high-quality customers and unreasonable allocation of agent tasks in the existing agent task allocation.

[0031] In order to make the purpose, features and advantages of the present invention more obvious and understandable, the technical solutions in the embodiments of the present invention will be clearly and completely described below in conjunction with the accompanying drawings in the embodiments of the present invention. Obviously, the following The described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without making creative efforts belong to the protection scope of the present invention.

[0032] see figure 1 , an embodiment of a method for allo...

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PUM

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Abstract

The invention discloses an agent task allocation method. The method is used for solving the problems in the prior art that high-quality customers are easily missed during the allocation of existing agent tasks, and agent tasks are unreasonably allocated. The method provided by the invention comprises the following steps of determining to-be-allocated selectable agent tasks, and pre-dividing the selectable agent tasks into each service type in each service scene; acquiring the number upper limit of currently allocated tasks; according to the proportion of the number upper limit and the preset number of each service type, determining a first task number of currently allocated tasks for each service type; respectively selecting first agent tasks of the first task number from selectable agenttasks of each service type; according to scene priorities and type priorities, determining the task priorities of the first agent tasks; allocating the first agent tasks to a service agent, and enabling the service agent to follow up the first agent tasks according to the task priorities of the first agent tasks. The invention further provides a storage medium and a server.

Description

technical field [0001] The invention relates to the technical field of agent management, in particular to an agent task assignment method, a storage medium and a server. Background technique [0002] In the business system, there may be many customer-related activity information, some of which are generated by the customer's active operation or trigger, and some are caused by information changes in the business system. For example, the outflow of funds from the customer account, the downgrade risk of the customer account, or the launch of new products that meet the customer's investment intentions, etc. From the perspective of business promotion, when the above-mentioned similar activity information occurs, it is the best time for the business agent to promote business to the relevant customers. [0003] At present, although the business system collects the above activity information and generates related agent tasks, the business system does not manage these agent tasks ef...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q30/02
CPCG06Q10/06311G06Q10/0637G06Q30/0202G06Q30/0281
Inventor 刘开华郑志华
Owner PING AN TECH (SHENZHEN) CO LTD
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