Recommended Best Practises for Configuring Contact Driver Descriptions

Updated 

1. Self-Explanatory and Intuitive Contact Driver Names

Contact Drivers names is self-explanatory and intuitive. Clear and descriptive names help the model understand and classify customer queries more accurately.

Example

Level 1 (L1)

Level 2 (L2)

Level 3 (L3)

Order Management

Delivery

Wrong Product

Order Management

Delivery

Not Received

Order Management

Delivery

Track

Issue

The current names for the L2 and L3 Contact Drivers are not sufficiently clear and descriptive. This leads to confusion and misclassification of customer queries.

Resolution

To address this issue, rename the L2 Contact Drivers to be more specific, such as "Delivery Issues," "Delivery Queries," "Delivery Inquiries," or "Delivery Related Issues." Suggested changes for L3 Contact Drivers are also provided.

Level 1 (L1)

Level 2 (L2)

Level 3 (L3)

Order Management

Delivery Issues

Wrong Product Received

Order Management

Delivery Issues

Order Not Received

Order Management

Delivery Issues

Track My Order

By using more descriptive and intuitive names, the model can better understand and accurately classify customer queries.

2. Mapping of Parent and Child Contact Drivers

Mapping of parent and child Contact Drivers should be logical, ensuring that each child Contact Drivers belongs to the appropriate parent Contact Drivers. This improves the model's ability to understand and classify customer queries accurately.

Example

Level 1 (L1)

Level 2 (L2)

Level 3 (L3)

Product Issues

Display Issues

Display Damaged

Product Issues

Display Issues

Flickering Image

Product Issues

Wrong Product

Wrong Product Received

Order Management

Delivery Issues

Delayed Delivery

Order Management

Delivery Issues

Track My Order

Issue

The mapping of "Wrong Product Received" under "Product Issues" is incorrect. It should be under "Order Management" as it relates to delivery rather than a product defect.

Resolution

Ensure that each child Contact Drivers is mapped to the correct parent Contact Drivers. Here is the corrected mapping:

Level 1 (L1)

Level 2 (L2)

Level 3 (L3)

Product Issues

Display Issues

Display Damaged

Product Issues

Display Issues

Flickering Image

Order Management

Delivery Issues

Wrong Product Received

Order Management

Delivery Issues

Delayed Delivery

Order Management

Delivery Issues

Track My Order

By ensuring proper mapping of parent and child Contact Drivers, the model can effectively understand and classify customer queries accurately.

3. Comprehensive Contact Driver Descriptions

When creating Contact Drivers descriptions, it's essential to provide a complete scope of the Contact Drivers rather than just mentioning the name. A descriptive description helps the model better understand the Contact Drivers and improves accuracy in classification.

Example

Level 1 (L1)

Level (L2)

Level (L3) 

Description 

Sales

Order Management

Modify Order

Customer messages indicating they want to modify the order.

Sales

Order Management

Track My Order

Customers inquiring about the status of their order or experiencing issues while tracking, or being unable to track their order on the app or website.

Issue

The description for "Modify Order" lacks specificity and does not fully explain the scope of the Contact Drivers. This limited description may lead to ambiguity and difficulty for the model in accurately understanding customer queries.

Resolution

To address this issue, provide a more descriptive description that encompasses the complete scope of the Contact Drivers. For example:

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Sales

Order Management

Modify Order/OrderModification Request

Customer messages indicating they want to modify or change the quantity, size, color, item, and so on, in their order.

Sales

Order Management

Track My Order

Customers inquiring about the status of their order or experiencing issues while tracking, or being unable to track their order on the app or website.

By offering a detailed description, the model gains a clearer understanding of the Contact Driver.

4. Include Child Contact Drivers Scope in Parent Contact Driver Descriptions

When adding descriptions for parent Contact Drivers (L1), it's crucial to ensure that they encompass the scope of their child Contact Drivers (L2 and L3). Similarly, L2 descriptions include L3 Contact Drivers. This ensures clarity and accuracy in understanding the hierarchy of Contact Drivers within the Contact Driver model.

Issue

Without detailed and accurate parent Contact Driver descriptions, it becomes challenging to predict the correct child Contact Driver, leading to potential misclassification.

Resolution

By providing comprehensive and clear descriptions for parent Contact Drivers, the model can more accurately predict both parent and child Contact Drivers, improving overall classification accuracy.

Below is the table listing L1, L2, and L3 Contact Drivers, along with the descriptions for L1 and L2 Contact Drivers:

Level 1 (L1)

Level 2 (L2)

Level 3 (L3)

Product Issues

Display Issues

Display Damaged

Product Issues

Display Issues

Flickering Image

Product Issues

Button Issues

Volume Button Issue

Product Issues

Button Issues

Power Button Issue

L1 Description for Product Issues:

  • Product Issues: Customer reports of issues related to the product or device. This includes display issues such as a damaged display or flickering images, and button issues such as problems with the volume or power buttons.

L2 Description for Display Issues:

  • Display Issues: Customers reporting issues related to their device displays, specifically when they’ve encountered problems such as display damage or flickering image.

L2 Description for Button Issues:

  • Button Issues: Customers reporting issues related to the buttons on their device, especially when they’ve encountered issues with the Volume or Power buttons.

5. Specific and Non-Overlapping Contact Driver Descriptions

When defining L3 Contact Driver descriptions, it is important to ensure that they are specific, exhaustive, and do not overlap with other L3 Contact Drivers. This helps in accurate classification and handling of customer queries.

Example

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Payments

Add or Update Payment Method

Add or Update Payment Method

Customer complaints, queries, requests, or issues related to adding or updating payment methods on an account.

Payments

Remove Payment Method

Remove Payment Method

Customer complaints, queries, requests, or issues related to removing payment methods from an account.

Issue

Here, an overlap exists between these Contact Drivers. If customers inquire about removing a payment method, it indicates a desire to change or update the payment method, creating redundancy between the "Add or Update Payment Method" and "Remove Payment Method" Contact Drivers.

Resolution

To address this overlap, consider merging both Contact Drivers into a single, more comprehensive Contact Drivers such as "Manage Payment Methods."

Level 1 (L1)

Level 2 (L2)

Level 3 (L3)

Description

Payments

Manage Payment Method

Manage Payment Method

Customers seeking assistance with managing their payment methods, including requests or complaints related to adding a new payment method, updating, removing, or changing their existing payment method.

Alternatively, provide specific and non-overlapping descriptions for each Contact Drivers. For example:

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Payments

Add or Update Payment Method

Add or Update Payment Method

Customer complaints, queries, requests, or issues related to adding new payment methods or updating existing payment methods on an account. This excludes requests related to removing payment methods.

Payments

Remove Payment Method

Remove Payment Method

Customer complaints, queries, requests, or issues specifically related to removing payment methods from an account. This only includes the requests or queries related to removing payment methods.

By ensuring that Contact Driver descriptions are specific, exhaustive, and non-overlapping, you can improve the accuracy of your Contact Driver model in understanding and categorizing customer queries.

6. Ensuring Exclusive and Non-Overlapping Contact Driver Descriptions

To remove any overlap between L3 Contact Drivers, use sentences like "This category only includes", "This category is exclusive for" or words like "specifically", "particularly", "includes", "excludes", etc. with proper explanation mentioning the scope to eliminate ambiguity.

Example

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Flight Inquiry

Flight status

Flight status

Customer messages inquiring about the status of a specific flight and seeking real-time information. This category is exclusively for inquiries to find status of the flight.

Flight Inquiry

Flight Availability Inquiry

Flight Availability Inquiry

Customers inquiring about the availability of flights on a desired route, date, or time on which they are planning to travel. This category only includes inquiries about available flights.

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Payment And Billing

Payment Issues

Payment failed

Customer messages reporting issues or challenges faced during the payment process, specifically cases where payments have failed.

By using exclusive and non-overlapping statements or words in the descriptions, any potential overlap between L3 Contact Drivers is removed, ensuring clarity and accuracy in categorizing customer queries within the Contact Drivers model.

7. Keywords in Contact Driver Descriptions

To enhance the precision of categorizing customer queries, include specific keywords in the Contact Drivers descriptions. Keywords help in quickly identifying the context and ensuring that each Contact Drivers is correctly and uniquely tagged.

Example

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Device Issues

Device Battery Issues

Battery Won’t Charge with Solar Energy

Customer messages reporting issues with their device/device battery not charging when connected to a solar panel. Only tag when "Solar" is mentioned in the conversation.

Including keywords such as "Solar" in the description ensures that the category is only applied when the specified context is present, eliminating misclassification and maintaining the clarity and accuracy of the Contact Drivers model.

8. Inclusion of "Others" Contact Drivers

Ensure an "Others" Contact Drivers is present at every level where existing Contact Drivers do not cover the entire scope. Clearly define the scope of "Others" Contact Drivers, eliminating overlap with other Contact Drivers.

Example

Level 1 (L1)
Level 2 (L2)
Level 3 (L3)
Description

Streaming Issues

Assistive Technology

Headsets

Customer questions, issues, or complaints regarding listening with a headset while streaming.

Streaming Issues

Assistive Technology

Hearing Aids

Customer complaints, queries, requests, or issues about using a hearing aid while streaming.

Streaming Issues

Assistive Technology

Keyboard Shortcuts

Customer complaints, queries, requests, or issues related to controlling playback with keyboard combinations during content streaming.

Streaming Issues

Assistive Technology

Screen Readers

Customer complaints, queries, requests, or issues related to software that reads screen text aloud while streaming content.

Streaming Issues

Assistive Technology

Assistive Technology | Others

Customer complaints, queries, requests, or issues related to alternate ways to stream content for members with hearing, sight, or physical mobility needs that are not covered in Headsets, Hearing Aids, Keyboard Shortcuts, and Screen Readers categories.

Streaming Issues

Streaming Issues | Others

or

Other Streaming Issues

Streaming Issues | Others

or

Other Streaming Issues

Customer inquiries or feedback that address concerns related to streaming but do not fall within the predefined Assistive Technology category comprising of Headsets, Hearing Aids, Keyboard Shortcuts, and Screen Readers.

Others

Others

Others

Customer messages where the reason for contact is unknown or unspecified and does not fit clearly into any categories.

By including an "Others" Contact Drivers at every level, you ensure that cases not covered by existing Contact Drivers are appropriately categorized, reducing ambiguity and improving the accuracy of your Contact Drivers model. Additionally, defining the scope of "Others" Contact Drivers eliminates overlap with other Contact Drivers, providing clearer guidance for categorizing customer queries.