How Afiniti AI Works

How our AI learns, pairs, and optimizes performance responsibly

Red-Dot
Red Dot

Afiniti as a fully managed service

Historical data is used to build interaction algorithms, which predict the outcome of all possible caller/agent pairings based on previous similar interactions. Data is refreshed nightly, so the algorithms continue to learn as caller and agent behavior evolves.

Precise attribution through unbiased benchmarking

Afiniti is the only company that uses built-in benchmarking to measure the exact incremental value our technology delivers. By turning our AI “ON” and “OFF” throughout the day, we are able to prove the real impact on your key business metrics.

Factors That Affect Performance

Data

Model performance is directly correlated with the amount of data available for each caller and agent

  • Telephony
  • Outcomes
  • Contextual
  • Operational
  • Third-party vendor sourced data

Variability

Variation in possible matches is the basis for optimization

  • Caller tenure
  • Caller history
  • Caller profile
  • Caller intent
  • Agent experience
  • Agent work shift
  • Offers available
  • Product mix
  • Competitor
  • information

Scale and Choice

As free agents or calls in queue accumulate, our opportunity to pair increases

AI Management Framework

Input Data Modeling & Testing Outputs & Analysis
01

Input data

Input data, vetted and approved by the client, goes through rigorous selection process to ensure merit and deter bias

Data used
  • Telephony
  • Outcomes
  • Contextual
  • Operational
  • Third-party vendor sourced data (if client approves)
Data not used
  • Agent surveys
  • Protected class data
  • Web scraped data
02

Modeling & testing

AI modeling and testing, subject to robust AI governance process and controls, ensures operational stability and successful outcomes

Data not used

Controls ensure run time algorithms don’t affect operational performance outside of approved SLAs. Should the Afiniti service be impacted, the routing will revert to the client’s legacy routing.

Interaction models

Controls ensure run time algorithms don’t affect operational performance outside of approved SLAs. Should the Afiniti service be impacted, the routing will revert to the client’s legacy routing.

Validation

Multipronged model validation and testing of comparative advantage and pairing strategies to confirm operational performance.

03

Outputs & analysis

Client specific dashboards ensure transparent outputs across performance and operational metrics

Sample dashboards
  • Telephony data
  • Outcomes data
  • Operational data
  • Operational data
Periodic bias testing

Periodic testing conducted to ensure models and data used don’t introduce bias (in conjunction with our clients, since Afiniti does not access/process customer protected data).

Client compliance analysis

Afiniti provides which caller was paired with which agent and outcomes data allowing the client to conduct independent analysis to ensure risk and compliance adherence.

Input Data

Afiniti builds its pairing algorithms and models using multiple data sources that enable identification of patterns of success. Each data element is vetted and approved by the client and is fully documented. Additionally, Afiniti conducts account level reviews to ensure all data are collected and consumed ethically.

Data used

Telephony data

Outbound and inbound call details sourced from the dialer/ACD and/or CTI engine I.e. dialer data, IVR attached data, DNIS, ANI, call start & end times, agent ID information.

Operational data

Environment information, used to understand agent behavior and events affecting call center (as necessary) i.e. agent compensation, skilling and training.

Third-party data

Commercially procured data on consumers to aid in matching and identification.

Outcomes data

Outcomes of interactions between callers and agents I.e. new customers, customers retained, cross-sell offers accepted, promises to pay kept.

Contextual data

Data about callers and their recent interactions I.e. CRM data, recent journey analytics and any internal customer analysis / segmentation.

Data not used

Agent surveys
Protected class data
Web scrapped data

How Afiniti uses data

Data transfer Data processing and matching Data design Data security
Data transfer

Data transfer

Two-phased process:

  • Secure read-only access to enable discovery of relevant data for Afiniti’s AI solution
  • Transfer only the minimal data for consumption, respecting data ownership and privacy
Data processing and matching

Data processing and matching

Afiniti performs data processing (i.e. matching of calls and outcomes) on the Afiniti appliance

Data design

Data design

The client provides business logic to extract certain events and cases from raw records; Afiniti provides data and queries to support reconciliation of measurement.

Data security

Data security

Data remains behind the client’s firewalls, data sources are mutually agreed and fields can be encrypted/hashed as necessary.

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Get the Comprehensive Responsible AI Program

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