Xperience19 Genesys Bots Overview - Using Virtual Assistants to Automate Interactions - overview of Genesys Bots and Agent Assist

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Xperience19 Genesys Bots Overview - Using Virtual Assistants to Automate Interactions - overview of Genesys Bots and Agent Assist
Xperience19
Genesys Bots Overview
Using Virtual Assistants to Automate
Interactions

Jonathan McKenzie – Senior Product Manager
Updated June 9, 2019
Xperience19 Genesys Bots Overview - Using Virtual Assistants to Automate Interactions - overview of Genesys Bots and Agent Assist
Genesys Bots
Overview and Architecture
Xperience19 Genesys Bots Overview - Using Virtual Assistants to Automate Interactions - overview of Genesys Bots and Agent Assist
Predictively Automate Interactions

                           Genesys Predictive
     Genesys Chatbots                               Genesys Voicebots
                               Chatbots
    Use chatbots to        Use machine              Use voicebots to
    automate customer      learning powered         automate customer
    conversations and      journey analytics to     conversations and
    seamlessly handover    monitor website          seamlessly handover
    to a chat agent when   activity in real time,   to an agent if
    needed.                predict visitor          needed.
                           outcomes, and use
                           chatbots to
                           proactively engage
                           with customers.
Genesys Service Automation and Orchestration
                                                           •Choose whether a bot or a human is the right agent for the
    Blended AI                                              job, and seamlessly escalate between them with full context.

                                                           •Single integration point with bots across all channels – voice
   Omnichannel                                              and digital.

                                                           •Straight forward to integrate all the bots you need through
 Bot Orchestration                                          native or custom integrations.

                                                           •Future proof investment. Plug and play bots from Genesys
     Open AI                                                and other providers as your needs change.

       Genesys confidential and proprietary information.
       Unauthorized disclosure is prohibited.                                                                                4
Genesys Service Automation and Orchestration
                                                           •All backend fulfilment in one place supports Open AI and reduces
     Fulfilment                                             deployment costs.

    Decoupled                                              •Plug and play Speech to Text, Text to Speech, NLU to achieve
                                                            optimal solution.
    Architecture
     Flexible                                              •On premise, hybrid and cloud architecture options. If desired,
                                                            keep your backend integrations on premise and your bots in the
    Deployment                                              cloud.

Common Reporting                                           •Unified view across virtual and human agents.

       Genesys confidential and proprietary information.
       Unauthorized disclosure is prohibited.                                                                                  5
Components of a Bot
                                                                                                                                 Translate an utterance spoken or typed
                                                                                                                                 by a human into a format a machine can
                                                                                                                                 understand – classify intent and
                                                                                                                      NLU        determine entities to fill slots.
                                                                                                                                 Examples: Geneys Dialog Engine,
                                                                                                                                 Google Dialogflow
Customer      Speech
 Input       Recognition
                                                                            Dialog                                               If a customer’s intent corresponds to a
                                                                                                                                 knowledge based question such as an
                                                                        Management and                             Knowledge     FAQ or article, retrieve it from a
                                                                         Orchestration                                           knowledge management system.
  Bot            Text to                                                                                                         Example: Genesys Knowledge Center

 Output          Speech
                                                                                                                                  Retrieve context about customer and
                                                                                                                    Backend       customer journeys. Execute backend
                                                                                                                                  tasks, for example: Check balance,
      Required for voice channel                                     Implements business logic to drive next       Integration    check order status, order item.
      ASR/transcription services provide                             action. Self service process
      the input for a bot.                                           management. Which bot should serve
      Example: Google Speech to Text.                                the interaction? Is there a knowledge
                                                                     article available? Are all the slots filled
      Text to Speech services provide the                                                                                         Seamless escalation to agent desktops
                                                                     to execute a task?
      output for a bot.
                                                                     Example: Genesys Intelligent
                                                                                                                     Agent        with full context.
      Examples: Nuance, Google Text to
      Speech
                                                                     Automation and Genesys Designer               Escalation

                 Genesys confidential and proprietary information.
                 Unauthorized disclosure is prohibited.                                                                                                                    6
Genesys      Bot Components
◦ Dialog Orchestration (mandatory)                                               ◦ Knowledge Management and Question
   • Designer for PureEngage Cloud                                                 Answering (Optional)
   • Intelligent Automation for PureEngage                                          • Genesys Knowledge Center
     Premise and PureConnect
                                                                                 ◦ Text to Speech and Speech to Text
◦ NLU/AI Engine (at least one required)                                            (Required for voice)
                                                                                    • Google Speech to Text and Text to Speech
   NLU/AI                                  Designer
                                                                   Intelligent      • Nuance Speech to Text and Text to Speech
                                                                   Automation

   Native Dialogflow                                                             ◦ Altocloud (required for Predictive
   Integration                                                                     Chatbots)
   Native Dialog Engine
   Integration

   Native Lex Integration                                                -

   Custom Third
   Party NLU/AI
                                                  2019
   Integration
               Genesys confidential and proprietary information.
               Unauthorized disclosure is prohibited.                                                                       7
Genesys Designer                           Multi-channel Design Tool:
                                           • Voice, Chat, Email, Social
                                           • Tasks

                                           Business Control:
  Multi-channel                 Business   • Emergency, Holiday

                    1
  Design Tool                   Control    • Open hours

                            2
                                           • Business Rules

                                           Integrated Analytics:
                                           Row Level Events
                                           GCXI Historical Reports
               4
 Self-service &
 Assisted Service
                        3   Integrated
                            Analytics
                                           Self-Service & Assisted
                                           Service:
                                           • IVR and Bots
                                           • Skill, Skill Expression, Last
                                             Agent
                                           • Predictive Matching
Genesys Intelligent Automation
                                 •   Design once, deploy on any channel
                                 •   80 pre-built or custom MicroApps
                                 •   Intuitive User Interface for quick changes
                                 •   Native integration to Genesys Dialog
                                     Engine, Google Dialogflow
                                 •   Multi-lingual dialogue management

                                 •   Built-in customer journey reporting and
                                     single integration layer
                                 •   Native integration to other Genesys
                                     products
                                 •   Hybrid deployment to protect sensitive
                                     data
Architecture

Genesys confidential and proprietary information.
Unauthorized disclosure is prohibited.              10
PureEngage Architecture Options

Genesys confidential and proprietary information.
Unauthorized disclosure is prohibited.              11
Genesys Bot Dependencies – PureEngage Premise
Bot Channel              Application                                 Minimum Version          Notes
All                      Genesys Intelligent Automation              9.0.104.00
Voice                    Genesys Media Control Platform              9.0.022.27
Voice                    UniMRCP (if required for TTS)               unimrcp-                 Only if required for non Google/Nuance
                                                                     gss-1.6.1-1.el7.x86_64   integrations.

Chat                     Genesys Widgets                             9.0.009.04               Version assumption: Rich Messaging required on
                                                                                              chat
Chat                     Genesys Mobile Services                     8.5.201.04               Version assumption: Rich Messaging required on
                                                                                              chat
Messaging                Genesys Digital Messaging Server            9.0.002.06               For messaging channels. Check required messaging
                                                                                              channels in documentation
Chat/Messaging           Genesys Chat Server                         8.5.109.06
Chat/Messaging           Genesys Chat Server                         8.5.203.09               If GCXI Bot Reporting required

Chat/Messaging           Genesys Bot Gateway Server                  9.0.004.08
Chat/Messaging           Genesys Digital Messaging Server            9.0.001.10               For BGS driver
Chat/Messaging           Genesys eServices Manager                   8.5.303+                 If Rich Messaging SRLs in UCS required

Chat/Messaging           Genesys UCS                                 8.5.200.19               If Rich Messaging SRLS in UCS required

                 Genesys confidential and proprietary information.
                 Unauthorized disclosure is prohibited.                                                                                          12
Genesys Bots on PureEngage Premise – Big Picture
                                                                                                                             Genesys
                                                                                                                            Knowledge
                                                                                                                              Center

                  Hub                          PureEngage Digital Platform                       Human Agents
                                                                                                                          Genesys Dialog
 Apple Business          Facebook                                                                                            Engine
     Chat                Messenger               Media
                                         DMS     Plugins            Interaction Server            Workspace
                                                                                                                         Genesys Cloud

          SMS/MMS            WeChat                                                            Automated Agents
                                                                                                                              Google
                             Knowledge   GMS     Common                Chat Server               Bot Gateway                DialogFlow
         Chat Plugin                               APIs
                               Plugin

           Callback          Cobrowse
            Plugin            Plugin

                                                                                                                           Amazon Lex
             Micro Apps and Plugins

         Widgets Framework
                                                                                                                          Other 3rd Party
                                                           Routing and                                                       AI/NLP
                                                           Orchestration                                  Intelligent
                                                                                                          Automation
                                                  PureEngage Routing                                                    Third Party AI/NLP
                                                                                                                              Clouds

                      PSTN                                                 Resource      Media Control
                                           SIP Server
                                                                           Manager         Platform
                                                                                                                          Google Speech
                                                                                                                          API (STT/TTS)
                                                       PureEngage
                                                      Voice Platform                                                      Google Cloud
Genesys Voicebots on PureEngage Premise                                                    Genesys
                                                                                          Knowledge
                                                                                            Center

                                                                                        Genesys Dialog
                                                                                           Engine
                           Human Agents
                                                                       Self Service    Genesys Cloud
                          WDE v8 or WWE
                                                                        Intelligent
                                                                      Automation v9        Google
                                                                                          Dialogflow

                              Routing and
                              Orchestration                                              Amazon Lex
                                  v8.5

                       PureEngage Routing
                                                                                        Other 3rd Party
                                                                                           AI/NLP

                                                                                      Third Party AI/NLP
                                                                                            Clouds

      PSTN                                     Resource     Media Control
               SIP Server v8.1.x
                                              Manager v9     Platform v9
                                                                                        Google Speech
                                                                                        API (STT/TTS)
                                    PureEngage Voice Platform
                                                                                        Google Cloud
Genesys Chatbots on PureEngage Premise
                                                                                                                Genesys
                                                                                                               Knowledge
                                                                                                                 Center

             Hub v9                           PureEngage Digital Platform                 Human Agents
                                                                                                             Genesys Dialog
 Apple Business          Facebook                                                                               Engine
     Chat                Messenger     DMS      Media              Interaction Server
                                                Plugins                                 WDE v8 or WWE
                                       v9                                 v8.5                              Genesys Cloud

          SMS/MMS           WeChat                                                      Automated Agents
                                                                                                                 Google
                                       GMS      Common                                    Bot Gateway          DialogFlow
                           Knowledge              APIs
                                                                   Chat Server v8.5
         Chat Plugin         Plugin    v8.5                                                  v9.1.x
           Callback         Cobrowse
            Plugin           Plugin

                                                                                                              Amazon Lex
             Micro Apps and Plugins

                                                                                        Intelligent
                                                                                        Automation v9
       Widgets Framework v9                               Routing and                                        Other 3rd Party
                                                          Orchestration                                         AI/NLP
                                                              v8.5

                                                 PureEngage Routing                                        Third Party AI/NLP
                                                                                                                 Clouds
Genesys Predictive Chatbots on PureEngage Premise
                                                                                                                                                        Genesys
                                                                                                                                                       Knowledge
                                                                                                                                                         Center

             Hub v9                           PureEngage Digital Platform                                Human Agents
                                                                                                                                                     Genesys Dialog
 Apple Business          Facebook                                                                                                                       Engine
     Chat                Messenger     DMS      Media               Interaction Server
                                                Plugins                                                     WDE v8
                                       v9                                  v8.5                                                                     Genesys Cloud

          SMS/MMS           WeChat                                                                      Automated Agents
                                                                                                                                                         Google
                                       GMS      Common                                                    Bot Gateway                                  DialogFlow
                           Knowledge              APIs
                                                                    Chat Server v8.5
         Chat Plugin         Plugin    v8.5                                                                  v9.1.x
           Callback         Cobrowse
            Plugin           Plugin

                                                                                                                                                      Amazon Lex
             Micro Apps and Plugins
                                                                                                       Intelligent
       Widgets Framework v9                                                                            Automation v9
                                                           Routing and                                                                               Other 3rd Party
                                                           Orchestration                                                                                AI/NLP
                  Altocloud JS                                 v8.5                      Note: Hybrid defined as Altocloud and Dialog Engine in
                                                          PureEngage                     Cloud with Intelligent Automation version 9, Chat (pre-
                                                                                         reqs here), Widgets version 9 and Bot Gateway version     Third Party AI/NLP
                                                            Routing                      9.1.x on Premise. Altocloud includes connector to WDE           Clouds
                                                                                         and Pacing Service installed on premise; all other
                   Altocloud                                                             Altocloud components in the Cloud; Chatbot is a premise
                                                                                         perpetual or premise subscription sellable item

           Genesys Cloud
                                                           To Workspace v9 (Altocloud
                                                           plugin)
PureConnect Architecture Options

Genesys confidential and proprietary information.
Unauthorized disclosure is prohibited.              17
Genesys Voicebots on PureConnect Premise
                                      PureConnect Platform                                         Genesys
                                  Requires PureConnect 2018r5 or                                  Knowledge
                                  later                                                             Center
Agent                                          SIP Phone
                                                                                                Genesys Dialog
                                                                                                   Engine
                  Interaction
                   Desktop                                                                     Genesys Cloud

Customer
 Phone                                          CIC v4
                                                                     Intelligent                  Google
                                                                   Automation v9                 Dialogflow

                                                                                                Amazon Lex
  PSTN
                                                                    VXML Server                Other 3rd Party
                                                                                                  AI/NLP
      SIP
              Gateway / SBC                                                                   Third Party AI/NLP
     Trunk                                                                                          Clouds

                                                                    ASR Client
                                                                                                  Google
                                Media Server                                                    Speech (STT/
                                                                   Text to Speech                  TTS)
                                                                                    UniMRCP
                                                                       Engine                 Google Cloud
Genesys Chatbots on PureConnect Premise                                                Bot Messaging
                                                                                           Service

                                    PureConnect Premise Platform
                 Agent           Requires PureConnect 2018r5 or
                                                                                          Genesys
                                                                                         Knowledge
                                 later                                                     Center

                                           Interaction                                Genesys Dialog
                                            Desktop                                      Engine

                                                                                      Genesys Cloud

  Widgets v9
                                                                  Automated Agents
  Customer                                                                               Google
Browser/Client                                                        Intelligent       Dialogflow
                                             CIC v4
                                                                    Automation v9
                                                                                       Amazon Lex

                                                                                      Other 3rd Party
                                                                                         AI/NLP
                                                                                     Third Party AI/NLP
                                                                                           Clouds
Genesys Predictive Chatbots on PureConnect Premise                                       Bot Messaging
                                                                                             Service

                                      PureConnect Premise Platform
                                                                                            Genesys
                                   Requires PureConnect 2018r5 or                          Knowledge
                                   later
                 Agent                                                                       Center

                                             Interaction                                Genesys Dialog
                                              Desktop                                      Engine

                                                                                        Genesys Cloud

   Altocloud         Altocloud
                                                                    Automated Agents
                  Genesys Cloud                                                            Google
  Widgets v9                                   CIC v4                                     Dialogflow
                                                                        Intelligent
                                                                      Automation v9
  Customer                                                                               Amazon Lex
Browser/Client
                                                                                        Other 3rd Party
                                                                                           AI/NLP
                                                                                       Third Party AI/NLP
                                                                                             Clouds
Xperience19
Agent Assist
Using AI to Guide Agents

Michelle Rubinov, Product Management
Updated June 6, 2019
Agent Assist
Concepts and Use Cases
AI Assistance

     • There is a growing and evolving AI assistant
       ecosystem
       o Gartner says 25% of customer service operations will

         use Virtual Customer Assistants (VCAs) by 2020 - up
         from 2% in 2017

     • Lots of focus helping Customers - but how about the
       agent?
       o According to Gartner, the use of VAs in the workplace is

          growing fast – by 2021, it predicts that 25% of digital
          workers will use a virtual employee assistant (VEA) on a
          daily basis - up from less than 2% in 2019.

        o   Gartner predicts 70% of organizations will integrate AI
            to assist employees' productivity by 2021. E.g. VEAs or
            NLP-based conversational agents/robots
What is Agent Assist?

         • Use AI to empower agents in their job and improve common KPIs
             o   Helping to make agents more productive/efficient/knowledgeable by
                 providing real-time suggestions based on conversational context.
             o   Improve KPIs : FCR, AHT, number of transfers, and both agent and
                 customer experience/satisfaction.

         •   Self-service Bot hands the interaction to a live agent enabled with
             Agent Assist
             o   Desktop component that provides continuous, real-time transcription of a
                 customer call – and advice!
             o   Dynamically updates suggested responses based on the ongoing
                 conversation.

         • Google Contact Center AI
             o   Part of the Google partnership – provides PureEngage customers with the
                 ability to utilize Google Agent Assist within PureEngage desktops (WWE &
                 WDE), by streaming live audio or chat text to Google CCAI
             o   Provides relevant, real-time suggestions to assist the agent.

Agent
Assist                                                                                      24
Agent Assist - Use Case Overview

                            (1) Inbound call    Genesys Self      (2) Dialog with Dialogflow Virtual Agent
                                                                                                                   Dialogflow API
                                                  Service

                                                                              (3) S
                                                                                   end
                                                                                       self
                                                                                            serv
                                                                                                 ice tstream
                                                                  (5) Unidirectional, stereo audio
                                                  Genesys                                             rans
                       (4) Agent Escalation                                                                cript     CCAI API
                                               Assisted Service

                                                                     (6) Content suggestion requests                CCAI Agent
                                               Agent Desktop
                                                                                                                   Suggestion API

                                                 Genesys                                                           Google Cloud

1.   Customer makes inbound call serviced by a Genesys contact centre platform.
2.   A self service voice interaction with a Dialogflow bot is initiated (details out of scope).
3.   A session is initiated with CCAI and Genesys Self Service module sends transcript of bot
     conversation to CCAI.
4.   Interaction may be escalated to a human agent
5.   Genesys platform must set up a real time, unidirectional, stereo (customer + agent) audio stream
     to Google CCAI. It must be active for the life of the assisted service call segment.
6.   Events containing content suggestions based on analysis of real time conversation will be pushed
     to the agent desktop from CCAI using platform specific integrations with the CCAI API.
Early Prototype – Agent Assist

Genesys confidential and proprietary information. Unauthorized disclosure is prohibited.
User Interface Mockup (WWE 9)

     •   Chat conversation or Live transcription of
         voice conversation appears on the left.

     •   A Stream of Recommended Knowledge
         Articles (in ranked order) appear on the right,
         based on intents detected from real-time
         conversation:
          •   FAQs
          •   Knowledge articles
Agent Assist - PureEngage
Architecture
Agent Assist on PureEngage Premise
Agent Assist - PureConnect
Agent Assist on PureConnect

           • High priority to deliver initial Agent Assist use case in 2019R4
           • Currently building core infrastructure for Agent Assist
              o   Streaming Audio Tap/Monitor is available (2019R1)
              o   Bi-directional audio (Dialogflow self-service) target 2019R4
              o   Planning now for Desktop components
              o   Will integrate with PureCloud Common components as available (as will PureEngage)

           • Lays the foundation for future Agent Assist related use cases

Genesys confidential and proprietary information. Unauthorized disclosure is prohibited.
Agent Assist
The Road Ahead
Pu
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                                                                                                                                Agent Assist Timeline

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Genesys confidential and proprietary information. Unauthorized disclosure is prohibited.                 ase

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Agent Assist & Future Use Cases

           • We are looking at other use cases for Agent Assist, including:
              o   QnA Service
              o   Moment Spotting
              o   Next Best Action
              o   Sales Enablement and Coaching (Sales Assist)
              o   Compliance Assist

Genesys confidential and proprietary information. Unauthorized disclosure is prohibited.
                                                                                           34
Thank You!

Contact Information

Michelle Rubinov (michelle.rubinov@genesys.com)
Rob Blane (robert.blane@genesys.com)
Rob Marchand (rob.marchand@genesys.com)
Chuck Kirkpatrick (chuck.Kirkpatrick@genesys.com)
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