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How To Implement Conversational IVR?
Chief Technology Officer, Solutions
Kore.ai
Amit Aghara
Chief Strategy Officer,
Kore.ai
Praneet Gill
2Confidentialwww.kore.ai
Q&A
How Call Flow Works in Conversational IVR
Kore.ai Platform Demo
Agenda
Conversational IVR (Previous Webinar Revisit)
Conversational IVR Architecture
4Confidentialwww.kore.ai
Where Traditional IVR experience falls flat…
Confusing Menus Complex menus to navigate that result in low call completion rates
Non-Intuitive UI Hardcoded responses and not dynamic as per customers requests
Complex Data Entry Data entry via touch-tone phones for date, city names or airports still difficult
Pressing ”0” is easy Caller does not have patience to go through IVR flows and instead prefers a live agent
Overwhelming Information Too much information is available in the first go without taking human input
7Confidentialwww.kore.ai
How does Kore.ai Platform
enable Conversational IVR?
Confidentialwww.kore.ai 8
Kore.ai Bots Platform Component Architecture
CHANNELS
(30+)
SOLUTIONS
SDKs & APIs
TOOLING &
FRAMEWORKS
ENTERPRISE
SERVICES
EMPLOYEES PARTNERSSUPPLIERS CUSTOMERS
Banking InsuranceSupport TelecomRetailHealthcareSales AirlinesIT Help Desk HR Supply chain
B2E B2C
KORA
( Universal enterprise digital assistant )
Web & Mobile VoiceEnterprise Messengers
SDKs Web iOS Android NodeJS APIs Training Bot Migration Publishing
BOTS
PLATFORM
SERVER
Bots Connectors Message Middleware Natural Language Processing Intelligence Enterprise Integration
• Auth Configuration
• Service Orchestration
• Cloud Connector
• Request Processors
• Proactive Alerts
• Multi-turn dialog management
• Nested and follow-up intents
• Multiple intents
• Amend entity value
• Pause and resume intents
• Context management
• ML/NN based NLU
• Ontology based NLU
• Fundamental meaning based NLU
• Unsupervised and supervised training
• Sentiment Analysis
• Authorization
• Channel API Handling
• Auto format
messages by channel
• Cross channel context
• Message Store
• Routing
• Encryption
• Conversational
Insights dashboards
Bot Builder Knowledge AI Bot Modelling using Transcripts
 Full Bot Development Life Cycle
 Visual Conversation Builder  Smart Bots  Access Controls
 Analyze & Train  Deep IVR Integration  Insights
 Discover Intents
 Discover Discourse Patterns
 Auto dialog generation  Continuous Training
 Extract Knowledge
 Docs, PDFs, URLs  Train & Publish
 Advanced Extraction – Images, Tables etc.
Administration Compliance Security Scaling On-Prem, Cloud & Hybrid Analytics
IVR Contact Center Social MessengersEmail & SMSLive Chat
9Confidentialwww.kore.ai
Kore.ai IVR Channel Integrationusing VoiceXML
PSTN
Cloud
Automatic Call Distribution & Call Routing
(Cisco ICM, Genesys, etc.)
EnterpriseApplications
REST, Web Services, ODATA,
Webhook
CTI Interface
Live Agents
Screen Pop w/
Conversation History
Automated Speech
Recognition (ASR)
(Google, Kore ASR,
Nuance, etc.)
Text to Speech (TTS)
(Google, Kore TTS,
Nuance, etc.)
JSON
over HTTPS
Voice XML
over HTTPS
Call routing to
live agents
Supervised Learning Unsupervised Learning
Bot trainers
& reviewers
Kore.ai Bots Platform
Voice Portal
(Cisco, Genesys,
USAN, Avaya, etc.)
Voice XML
Browser
Application
Server
provided
by Kore
MRCP / RTP
Agent Desktop Software
(Cisco, Avaya, etc.)
13Confidentialwww.kore.ai
Conversational IVR Approach – Option 1 (Recommended)
IVR Hub
Kore NLU
Engine
Speech
Recognition
Engine
TTS Engine
Telephone
Interface
Enterprise
Data
Customer
Existing IVR App
100%
call volume
X%
call volume
Kore Dialog Execution
Engine
BAU Flows
New Flows
14Confidentialwww.kore.ai
Conversational IVR Approach – Option 1 (Recommended)
IVR Hub
Kore NLU
Engine
Speech
Recognition
Engine
TTS Engine
Telephone
Interface
Enterprise
Data
Customer
Existing IVR App
Kore Dialog Execution
Engine
15Confidentialwww.kore.ai
Conversational IVR Approach – Option 1 (Recommended)
IVR Hub NLU Engine
Speech
Recognition
Engine
TTS Engine
Telephone
Interface
Enterprise
Data
Customer
Existing IVR App
100%
call volume
X%
call volume
Dialog Execution Engine
BAU Flows
New Flows
16Confidentialwww.kore.ai
Conversational IVR Approach – Option 2
IVR Hub
Speech
Recognition
Engine
TTS Engine
Kore NLU Engine
Telephone
Interface
Enterprise
Data
Customer
Existing IVR App
Existing NLU
Engine
100%
call volume
X%
call volume
Kore Dialog Execution
Engine
New Flows
Disadvantages of this approach:
1) Existing NLU limitations remain
2) Additional steps in dialog execution
3) Overall benefit of conversational IVR not realized
18Confidentialwww.kore.ai
Examples of Conversational IVR
Conversational IVR enables humanlike interaction that allows individuals to self serve and combines
the power of Voice Recognition, Conversational AI and Machine learning
Ride Hailing
Service
Travel &
Hospitality
Understands Content and Context
Enables Natural Language Unscripted Interaction
Live Agent assistance and routing based on issue
Personalizes Responses and Learns from History
19Confidentialwww.kore.ai
Kore.ai Platform Demo…
20Confidentialwww.kore.ai
Analytics
Real-time, actionable insights of bot usage in a single dashboard options for custom reports
Dashboard
06/07/2018-06/14/2018
Custom24 Hrs.7 Days Filter
Task performance
24,685 20%
Average session time
3m 23s 20%
Alerts sent
18,076 2%
Average session per user
12
Sessions
9,744 20%
Average chats per session
18.4 20% 7 Jun 8 Jun 9 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun
0
200
400
600
800
0
50
100
150
200
Chats & Sessions Chats Session
7 Jun 8 Jun 9 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun
0
1,500
3,000
4,500
6,000
Tasks Performance Success – 87% Failure – 13%
Intent Recognized
13%
87%
7 Jun 8 Jun 9 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun
0
100
300
500
700
15 Jun 17 Jun 18 Jun 19 Jun15 Jun
Active Users Sessions
12%
21Confidentialwww.kore.ai
Visualize User Journey
View Top asked Business Tasks and BOT
usage
“Get Insights into the conversational
journeys users take”
“”Identify user drop-out points and success rates
of tasks to improve user experience”
Business users
can visualize
Customer-Bot
interactions and
get insights on
most frequently
asked Tasks,
Drop-out points
and Utterances
22Confidentialwww.kore.ai
Profile Conversations via Meta-Tags
Users can add custom tags at various levels in the platform to generate reporting data based on custom business needs
Business users can generate detailed custom reports by adding tags in the Kore BOT Builder
Generate Business Report
Customer Utterance Customer Intent Card Type Customer ID
“Book a flight” Book Flight General ULP1278
“ Here are my card details” General Platinum ULP2896
“ Please reschedule my flight” Reschedule LifePlus ULP9342
Yes , confirm these card details Platinum ULP6348
Please change the card details Platinum ULP6789
Change My Card Details … .. ULP8967
“How many Premium
customers use Platinum
card for payment”
Business
Problem
“Custom Tags can be
added at User level to
track Premium
customers with Prepaid
Tags.addUserLevel(“User
type", “Premium”)
Tags.addUserLevel(“Card
type", “Platinum”)
Developer Adds
Business Field Tags
User Type “Premium”
Card Type “Platinum”
User chooses Business Filters
“…….user said something……”
Kore NLU – Identify user intent
Intent Found Intent NOT found User asked for Agent
Initiate BAU IVR FlowInitiate Kore Dialog
Dialog completed (DIY)
Drop-off to Agent
Anything Else?
Intent Found
Default Dialog
Intent NOT found User asked for Agent
Kore NLU – Identify user intent
Total number of calls = XYZ
User Hang-up
User asked for Agent
Dialog Interrupted
Default Dialog
After retry fail
Sub-intent New Intent
End Call (DIY)
Sample IVR Call Flow Analysis
Week of Sep 1 – Sep 30
XYZ Environment
Business Rule Transfers
ASR, MaxNoInput,
MaxTimeOut
Rule Transfer to BAU
Potential areas
where call
containment (DIY)
can be improved
Calls transferred back
to BAU IVR based on
intent identification
24Confidentialwww.kore.ai
Auto Dialog Generation
Auto Dialog Generation Process
Ingest chat transcripts Identify user
intents
Generate bot
training data
Discover
conversation flow
Create Dialog tasks
Auto Dialog Generation automatically identifies intents and discourse patterns from chat transcripts to
generate human-like dialogs for your virtual agents
25Confidentialwww.kore.ai
Auto Dialog Generation: How It Works?
Import Chat Transcripts
Chats are processed to
extract meta-data & mask private information
“High Monthly
Bill ”
“Delete a Device ”
“Deactivate International
Roaming”
Identify User Intents
Utterances are preprocessed
& user intents are derived through Supervised
Learning
Why is my Bill too
high for this month?
Let me check your bill details,
please provide your Bill No
Here is my Bill ID: VB2684312
Also, want to delete a device
from my account
Sure, I see international roaming
was added on 12th of this month,
Which device do you want to
delete?
26Confidentialwww.kore.ai
Auto Dialog Generation: How It Works?
Discover Discourse Pattern Generate Dialogs
Utterances are preprocessed and
classified to arrive at user intents
Agent utterances are categorized and
discourse visualization is created
SENDEnter your message here…
Why is my bill very high this
month?
I am more than happy to help
You enrolled for an International Roaming and
a device was added to existing plan which
increased the bill charges, Do you want to
deactivate Roaming and Inactive devices?
I’ve successfully processed your
request and deactivated roaming and
additional devices, You should see tis
reflect is the next monthly bill
Yes, go ahead
Thank you for connecting Absys Wireless
Begin
Confirm
Monthly Bill
Get User
information
Provide Info
Confirm
Change
Provide
Options
Deactivate
Plan
….
Delete Device
Delete a
Device
Confirm
Deletion
.......
Share Device
Usage
Deactivate
International
Plan
Share
Roaming
Changes
Confirm Plan
Change
Share Plan
Offers
27Confidentialwww.kore.ai
Q&A Session
Thank You
US Office Address:
8529, Southpark Circle,
Suite 100, Orlando,
Florida 32819
India Office Address:
12th Floor, E-Park, Plot No.1,
Hitech City Road, Kondapur,
Hyderabad-500084
Mail Us:
info@kore.com
Follow Us:
Watch the Webinar

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How to Implement Conversational IVR

  • 1. How To Implement Conversational IVR? Chief Technology Officer, Solutions Kore.ai Amit Aghara Chief Strategy Officer, Kore.ai Praneet Gill
  • 2. 2Confidentialwww.kore.ai Q&A How Call Flow Works in Conversational IVR Kore.ai Platform Demo Agenda Conversational IVR (Previous Webinar Revisit) Conversational IVR Architecture
  • 3. 4Confidentialwww.kore.ai Where Traditional IVR experience falls flat… Confusing Menus Complex menus to navigate that result in low call completion rates Non-Intuitive UI Hardcoded responses and not dynamic as per customers requests Complex Data Entry Data entry via touch-tone phones for date, city names or airports still difficult Pressing ”0” is easy Caller does not have patience to go through IVR flows and instead prefers a live agent Overwhelming Information Too much information is available in the first go without taking human input
  • 4. 7Confidentialwww.kore.ai How does Kore.ai Platform enable Conversational IVR?
  • 5. Confidentialwww.kore.ai 8 Kore.ai Bots Platform Component Architecture CHANNELS (30+) SOLUTIONS SDKs & APIs TOOLING & FRAMEWORKS ENTERPRISE SERVICES EMPLOYEES PARTNERSSUPPLIERS CUSTOMERS Banking InsuranceSupport TelecomRetailHealthcareSales AirlinesIT Help Desk HR Supply chain B2E B2C KORA ( Universal enterprise digital assistant ) Web & Mobile VoiceEnterprise Messengers SDKs Web iOS Android NodeJS APIs Training Bot Migration Publishing BOTS PLATFORM SERVER Bots Connectors Message Middleware Natural Language Processing Intelligence Enterprise Integration • Auth Configuration • Service Orchestration • Cloud Connector • Request Processors • Proactive Alerts • Multi-turn dialog management • Nested and follow-up intents • Multiple intents • Amend entity value • Pause and resume intents • Context management • ML/NN based NLU • Ontology based NLU • Fundamental meaning based NLU • Unsupervised and supervised training • Sentiment Analysis • Authorization • Channel API Handling • Auto format messages by channel • Cross channel context • Message Store • Routing • Encryption • Conversational Insights dashboards Bot Builder Knowledge AI Bot Modelling using Transcripts  Full Bot Development Life Cycle  Visual Conversation Builder  Smart Bots  Access Controls  Analyze & Train  Deep IVR Integration  Insights  Discover Intents  Discover Discourse Patterns  Auto dialog generation  Continuous Training  Extract Knowledge  Docs, PDFs, URLs  Train & Publish  Advanced Extraction – Images, Tables etc. Administration Compliance Security Scaling On-Prem, Cloud & Hybrid Analytics IVR Contact Center Social MessengersEmail & SMSLive Chat
  • 6. 9Confidentialwww.kore.ai Kore.ai IVR Channel Integrationusing VoiceXML PSTN Cloud Automatic Call Distribution & Call Routing (Cisco ICM, Genesys, etc.) EnterpriseApplications REST, Web Services, ODATA, Webhook CTI Interface Live Agents Screen Pop w/ Conversation History Automated Speech Recognition (ASR) (Google, Kore ASR, Nuance, etc.) Text to Speech (TTS) (Google, Kore TTS, Nuance, etc.) JSON over HTTPS Voice XML over HTTPS Call routing to live agents Supervised Learning Unsupervised Learning Bot trainers & reviewers Kore.ai Bots Platform Voice Portal (Cisco, Genesys, USAN, Avaya, etc.) Voice XML Browser Application Server provided by Kore MRCP / RTP Agent Desktop Software (Cisco, Avaya, etc.)
  • 7. 13Confidentialwww.kore.ai Conversational IVR Approach – Option 1 (Recommended) IVR Hub Kore NLU Engine Speech Recognition Engine TTS Engine Telephone Interface Enterprise Data Customer Existing IVR App 100% call volume X% call volume Kore Dialog Execution Engine BAU Flows New Flows
  • 8. 14Confidentialwww.kore.ai Conversational IVR Approach – Option 1 (Recommended) IVR Hub Kore NLU Engine Speech Recognition Engine TTS Engine Telephone Interface Enterprise Data Customer Existing IVR App Kore Dialog Execution Engine
  • 9. 15Confidentialwww.kore.ai Conversational IVR Approach – Option 1 (Recommended) IVR Hub NLU Engine Speech Recognition Engine TTS Engine Telephone Interface Enterprise Data Customer Existing IVR App 100% call volume X% call volume Dialog Execution Engine BAU Flows New Flows
  • 10. 16Confidentialwww.kore.ai Conversational IVR Approach – Option 2 IVR Hub Speech Recognition Engine TTS Engine Kore NLU Engine Telephone Interface Enterprise Data Customer Existing IVR App Existing NLU Engine 100% call volume X% call volume Kore Dialog Execution Engine New Flows Disadvantages of this approach: 1) Existing NLU limitations remain 2) Additional steps in dialog execution 3) Overall benefit of conversational IVR not realized
  • 11. 18Confidentialwww.kore.ai Examples of Conversational IVR Conversational IVR enables humanlike interaction that allows individuals to self serve and combines the power of Voice Recognition, Conversational AI and Machine learning Ride Hailing Service Travel & Hospitality Understands Content and Context Enables Natural Language Unscripted Interaction Live Agent assistance and routing based on issue Personalizes Responses and Learns from History
  • 13. 20Confidentialwww.kore.ai Analytics Real-time, actionable insights of bot usage in a single dashboard options for custom reports Dashboard 06/07/2018-06/14/2018 Custom24 Hrs.7 Days Filter Task performance 24,685 20% Average session time 3m 23s 20% Alerts sent 18,076 2% Average session per user 12 Sessions 9,744 20% Average chats per session 18.4 20% 7 Jun 8 Jun 9 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun 0 200 400 600 800 0 50 100 150 200 Chats & Sessions Chats Session 7 Jun 8 Jun 9 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun 0 1,500 3,000 4,500 6,000 Tasks Performance Success – 87% Failure – 13% Intent Recognized 13% 87% 7 Jun 8 Jun 9 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun 0 100 300 500 700 15 Jun 17 Jun 18 Jun 19 Jun15 Jun Active Users Sessions 12%
  • 14. 21Confidentialwww.kore.ai Visualize User Journey View Top asked Business Tasks and BOT usage “Get Insights into the conversational journeys users take” “”Identify user drop-out points and success rates of tasks to improve user experience” Business users can visualize Customer-Bot interactions and get insights on most frequently asked Tasks, Drop-out points and Utterances
  • 15. 22Confidentialwww.kore.ai Profile Conversations via Meta-Tags Users can add custom tags at various levels in the platform to generate reporting data based on custom business needs Business users can generate detailed custom reports by adding tags in the Kore BOT Builder Generate Business Report Customer Utterance Customer Intent Card Type Customer ID “Book a flight” Book Flight General ULP1278 “ Here are my card details” General Platinum ULP2896 “ Please reschedule my flight” Reschedule LifePlus ULP9342 Yes , confirm these card details Platinum ULP6348 Please change the card details Platinum ULP6789 Change My Card Details … .. ULP8967 “How many Premium customers use Platinum card for payment” Business Problem “Custom Tags can be added at User level to track Premium customers with Prepaid Tags.addUserLevel(“User type", “Premium”) Tags.addUserLevel(“Card type", “Platinum”) Developer Adds Business Field Tags User Type “Premium” Card Type “Platinum” User chooses Business Filters
  • 16. “…….user said something……” Kore NLU – Identify user intent Intent Found Intent NOT found User asked for Agent Initiate BAU IVR FlowInitiate Kore Dialog Dialog completed (DIY) Drop-off to Agent Anything Else? Intent Found Default Dialog Intent NOT found User asked for Agent Kore NLU – Identify user intent Total number of calls = XYZ User Hang-up User asked for Agent Dialog Interrupted Default Dialog After retry fail Sub-intent New Intent End Call (DIY) Sample IVR Call Flow Analysis Week of Sep 1 – Sep 30 XYZ Environment Business Rule Transfers ASR, MaxNoInput, MaxTimeOut Rule Transfer to BAU Potential areas where call containment (DIY) can be improved Calls transferred back to BAU IVR based on intent identification
  • 17. 24Confidentialwww.kore.ai Auto Dialog Generation Auto Dialog Generation Process Ingest chat transcripts Identify user intents Generate bot training data Discover conversation flow Create Dialog tasks Auto Dialog Generation automatically identifies intents and discourse patterns from chat transcripts to generate human-like dialogs for your virtual agents
  • 18. 25Confidentialwww.kore.ai Auto Dialog Generation: How It Works? Import Chat Transcripts Chats are processed to extract meta-data & mask private information “High Monthly Bill ” “Delete a Device ” “Deactivate International Roaming” Identify User Intents Utterances are preprocessed & user intents are derived through Supervised Learning Why is my Bill too high for this month? Let me check your bill details, please provide your Bill No Here is my Bill ID: VB2684312 Also, want to delete a device from my account Sure, I see international roaming was added on 12th of this month, Which device do you want to delete?
  • 19. 26Confidentialwww.kore.ai Auto Dialog Generation: How It Works? Discover Discourse Pattern Generate Dialogs Utterances are preprocessed and classified to arrive at user intents Agent utterances are categorized and discourse visualization is created SENDEnter your message here… Why is my bill very high this month? I am more than happy to help You enrolled for an International Roaming and a device was added to existing plan which increased the bill charges, Do you want to deactivate Roaming and Inactive devices? I’ve successfully processed your request and deactivated roaming and additional devices, You should see tis reflect is the next monthly bill Yes, go ahead Thank you for connecting Absys Wireless Begin Confirm Monthly Bill Get User information Provide Info Confirm Change Provide Options Deactivate Plan …. Delete Device Delete a Device Confirm Deletion ....... Share Device Usage Deactivate International Plan Share Roaming Changes Confirm Plan Change Share Plan Offers
  • 21. Thank You US Office Address: 8529, Southpark Circle, Suite 100, Orlando, Florida 32819 India Office Address: 12th Floor, E-Park, Plot No.1, Hitech City Road, Kondapur, Hyderabad-500084 Mail Us: [email protected] Follow Us: Watch the Webinar