The Ultimate Guide to Intelligent Call Routing 

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Introduction to Intelligent Call Routing 

What is Call Routing? 

Call routing is the process of directing inbound calls to the most appropriate agent or department within a business. Traditional systems rely on basic rules like location or department selection through Interactive Voice Response (IVR). However, this can lead to delays, misrouted calls, and a frustrating customer experience.  

What Makes Call Routing “Intelligent”? 

Intelligent call routing takes the concept to the next level by incorporating advanced technologies like AI, machine learning, and real-time data to assess and direct calls based on customer needs, agent skills, and historical interactions. This leads to faster resolutions, enhanced personalization, and improved customer satisfaction. 

The Importance of Intelligent Call Routing 

Key Benefits for Businesses 

  1. Improved Efficiency: Calls are directed to the right agents faster, reducing wait times and ensuring customers reach the right support team. 
  2. Personalized Customer Experience: Intelligent routing can use data such as customer preferences, past interactions, or behavioral predictions to deliver more tailored support. 
  3. Optimized Resource Allocation: By distributing call volumes more evenly across available agents, businesses reduce the risk of agent burnout and maximize productivity. 

Enhancing Customer Experience 

With intelligent call routing, the customer journey is more seamless and satisfying. Calls no longer get lost in the shuffle, and agents are prepared with the necessary information to assist callers quickly. Explore how intelligent routing optimizes customer interactions in our article on intelligent routing.  

How Intelligent Call Routing Works 

The Role of AI and Machine Learning 

At the core of intelligent call routing is the ability to process vast amounts of data in real-time. AI-powered systems use machine learning to continuously improve call routing decisions based on historical data, customer interactions, and predictive models. 

Key Technologies Behind Intelligent Routing 

  1. Data Analytics: Analyze customer behavior, call history, and agent performance to optimize routing. 
  2. Natural Language Processing (NLP): Understand and route calls based on voice input, making self-service easier. 
  3. Real-Time Decision-Making: Leverage AI to make split-second decisions, ensuring calls are routed accurately based on the most current data. 

For a comprehensive breakdown of intelligent routing systems, read Understanding Intelligent Routing or discover how Teneo Voice AI enhances call routing by using natural language understanding to automate and improve customer interactions here

Types of Intelligent Call Routing Systems 

Skills-Based Routing 

Routes calls based on the specific skills of agents, ensuring customers are directed to the right expert who can solve their issues efficiently. 

Priority-Based Routing 

Calls are prioritized based on criteria such as customer status (e.g., VIP clients) or urgency. 

Predictive Behavioral Routing 

Uses AI to analyze customer behavior and predict their needs, routing them to agents with the best success rate in handling those behaviors. 

Geo-Routing 

Directs calls based on the geographical location of the caller, often used in businesses operating across multiple time zones or countries. 

Intelligent Call Routing vs Traditional Call Routing 

Traditional call routing uses static rules and lacks the flexibility needed to meet today’s customer expectations. Intelligent routing, on the other hand, adapts based on real-time information, making it significantly more efficient. To explore the differences between traditional and intelligent routing, check out our detailed guide on Call Routing

Why Intelligent Call Routing is Superior 

  1. Dynamic Adaptability: Adjusts call flows based on real-time data. 
  2. Higher Accuracy: Ensures the right agent is assigned to the right customer every time. 
  3. Personalization: Offers a customized experience for each caller. 

Spotlight: OpenQuestion IVR – A Practical Solution  

In the realm of modern telecommunication, OpenQuestion IVR stands out as a pioneering solution. This cloud-based plug-in streamlines call routing, reducing misrouted calls by an impressive 95%. By harnessing the power of Azure & OpenAI generative AI technology, it offers a notable reduction in Average Handling Time by 2 minutes. For those keen on exploring cutting-edge call routing solutions, OpenQuestion IVR is a prime candidate. 

Case Studies on Successful Implementations  

Intelligent call routing stands at the forefront of modern telecommunications, offering solutions that cater to the dynamic needs of businesses and their customers. As technology continues to evolve, its significance in shaping efficient, customer-centric communication strategies is undeniable.  

Implementing Intelligent Call Routing 

Implementing intelligent call routing is not just about adopting new technology; it’s about transforming the way your organization approaches AI-driven solutions. A successful implementation requires a shift in mindset, infrastructure integration, and a clear plan for continuous improvement. Here’s a step-by-step approach: 

1. Embrace a Product Mindset 

The first step in implementing intelligent call routing is to shift your organization’s perspective from viewing AI initiatives as one-off projects to adopting a product mindset. This shift fosters continuous improvement through prototyping, validation, and iteration long after the initial launch. 

  • Multidisciplinary Team: Build a team dedicated to making your brand voice come alive in every customer interaction. This team should include: 
  • A linguist for natural and effective language use. 
  • A customer experience (CX) specialist to enhance the overall customer journey. 
  • A developer to implement the technical aspects. 
  • A business subject matter expert (SME) to provide strategic insights and set priorities. 

Interestingly, at this stage, you don’t necessarily need an AI or machine learning expert. By using platforms like Teneo, you gain access to AI-driven solutions that enable rapid deployment and ongoing enhancement without requiring deep technical expertise. 

2. Identify High-Value Use Cases 

Next, focus on identifying high-value use cases that can act as your Minimum Viable Product (MVP). Prioritize scenarios that address common customer issues or areas where AI can have an immediate impact: 

  • FAQs in customer service. 
  • Billing or shipping inquiries
  • Customer onboarding or support troubleshooting

Once you’ve identified these, leverage Teneo’s conversational AI platform to begin building and testing your AI solutions. Teneo allows you to manage AI-driven routing with tools that are fully compliant with personal data requirements. 

3. Integrate with Your Existing Infrastructure 

For a smooth deployment, integrate Teneo with your existing business tools and infrastructure, including: 

  • Contact center platforms like Genesys, NICE, or Amazon Connect. 
  • CRM and systems of record such as Salesforce, SAP, ServiceNow, or PeopleSoft. 
  • AI subscriptions like ChatGPT or LlaMA to orchestrate multiple AI solutions. 

By collaborating with the Teneo team, you can ensure your AI solutions are seamlessly integrated, and your internal team is enabled to manage and expand these capabilities effectively. 

4. Validate and Measure Success 

After deploying your initial use case, it’s important to evaluate its success: 

  • Customer Satisfaction: Are customer inquiries being resolved more quickly and accurately? 
  • Cost Reduction: Are automation efforts translating to operational savings? 
  • Business Value: Is the solution generating a measurable return on investment (ROI)? 

If the use case doesn’t meet expectations, you have the flexibility to adjust your strategy or reallocate resources. However, with Teneo’s robust capabilities, iterative improvements can often fine-tune the process to achieve the desired results. 

5. Implement Natural Language Routing 

Once your initial AI solutions are validated, the next step is to introduce Natural Language Routing. This allows customers to express their needs in their own words, improving routing accuracy and enhancing the overall customer experience. 

Use the insights gained from Natural Language Routing to build additional use cases, focusing on high-traffic areas such as order tracking, invoice inquiries, or more complex customer issues. By integrating deterministic AI with generative AI, you unlock new possibilities for automating even the most intricate customer journeys. 

6. Expand AI Capabilities 

As your AI solutions evolve, it’s important to continuously expand the scope of your use cases. Start automating more complex scenarios, such as Level 2 support, freeing up human agents to focus on higher-impact areas. 

Set ambitious goals, such as eliminating Level 1 support entirely through automation. By shifting routine tasks to AI, you can reduce costs while speeding up customer resolutions. The more complex the use case, the greater the potential for savings and improved customer satisfaction. 

7. Quantify Cost Savings and Business Impact 

Track and measure the cost savings generated from automation. Estimate the impact of these savings on your company’s stock price by multiplying the total savings by your company’s Price-to-Earnings (P/E) ratio. If the savings represent a significant percentage of your enterprise value, consider purchasing shares in your own company to capitalize on the improved performance. 

8. Lead AI-Driven Transformation 

Take an active role in promoting the success of your AI implementation: 

  • Collaborate with your CFO: Highlight the potential for reducing next year’s budget by 20%
  • Work with your CMO: Showcase real-time heatmaps of customer intents using AI-driven insights, not just text-based reports. 

By proactively demonstrating the value of AI across the organization, you set the stage for broader adoption and deeper cost savings across multiple departments. 

Following these steps, businesses can effectively implement intelligent call routing, improving customer satisfaction, reducing costs, and fostering long-term success. Solutions like Teneo provide the tools needed to manage AI at scale, ensuring a smooth transition from traditional methods to cutting-edge, AI-powered call routing. 

8. Challenges and Considerations 

Common Obstacles During Implementation 

  • Data Integration: Ensuring seamless data flow across platforms can be challenging. 
  • Agent Training: Proper training is essential to maximize the benefits of intelligent routing. 

Data Privacy and Security Concerns 

It’s important to ensure that customer data is handled securely, particularly when dealing with sensitive information like payment or health records. Teneo Voice AI offers built-in security measures to handle customer data with care. 

Future Trends in Intelligent Call Routing 

AI Evolution and Impact on Call Routing 

As AI continues to evolve, expect further advancements in how calls are routed. Machine learning models will become more accurate, and AI-driven systems will handle even more complex customer queries. Continue to read about accuracy testing  

The Role of Omnichannel Communication 

Future call routing solutions will go beyond phone calls, seamlessly routing customers across multiple channels like chat, email, and social media for a true omnichannel experience. Continue reading about the future of customer experience. 

Intelligent call routing is a powerful tool for businesses looking to enhance customer experience, reduce wait times, and optimize resources. With AI at its core, it ensures that customers are connected to the right agent every time, delivering a personalized, efficient service. 

To implement intelligent call routing in your business, consider Teneo Voice AI, which leverages natural language processing and machine learning to transform how your business interacts with customers. Learn more about Teneo Voice AI here

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