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Automating Call Center Monitoring
IFD&TC 2019
Lew Berman, MS, PhD
John Boyle, PhD
Don Allen
Josh Duell
Matt Jans, PhD
Ronaldo Iachan, PhD
Josiah McCoy
May 21, 2019
Problem
 Systematic call center monitoring and behavior coding can be costly, slow,
(somewhat) subjective, and is done on a small sample.
 However, cloud based speech recognition and machine learning tools are
available at modest cost and elastic scale. Can these tools be used to
overcome monitoring challenges?
 Experiment 1: What is the level of agreement between call center monitors
(humans) and tools to classify the subject response to a question?
 Experiment 2: How accurate are these tools in computing interviewer
speech rate and articulation rate? [underway]
2
Solution – Speech recognition and machine
learning
3
* Photos by Unknown Author and are licensed under CC BY-NC-SA. Changes have been made to diagrams.
Speech Recognition Language Understanding
Question
Response
Text Cleanup
Phone
Interview
Auto-Parse
Interview into
Question
Snippets
Have you smoked 100 cigarettes in your lifetime? no
0.5s 1.2s 2.3s 2.7s 3.4s 4.2s 5.3s 8.5s
Microsoft Azure
Amazon Web Services
Data Validation
Recognized
Text
Classified
Question
Calculated
Sentiment
Classified
Response
① Machine Learning Results ② JSON
4
Results: Response agreement between
monitors and tools
5
BRFSS Question Type Agreement
Would you say that in general your health is excellent, very good,
good, fair or poor?
Straight forward wording
Multi-category
Straight forward response
96%
(N=23)
Have you smoked at least 100 cigarettes in your entire life? Straight forward wording
Multi-Category (yes/no)
Straight forward response
70%/100%
(N=23)
Are you currently employed for wages, self-employed, out of work for
1 year or more, out of work for less than 1 year, a homemaker, …
Complex wording
Multi-Category
Complex response
61%
(N=23)
How often do you use seat belts when you drive or ride in a car -
would you say always, nearly always, sometimes, seldom or never?
Moderately complex wording
Multi-Category
Moderately complex
response
70%
(N=23)
Please think of the past 12 months. How many times did you reduce
or change your outdoor activity level based on the air quality index or
air quality alerts? For example avoiding outdoor exercise or
strenuous outdoor activity. Please do not include …
Complex wording
Long question
Multi-Category
Complex response
20%
(N=5)



Speech & Articulation Rate
Q. How many times did the child eat fast
food or pizza at school, at home, or at fast-
food restaurants, carryout or drive thru?
1: XX per day (range 1 - 15)
2: YY per week (range 1 - 84)
Interviewer time = 6.45 seconds
Items detected = 27
Words detected = 25
Speech Rate =
# 𝑖𝑡𝑒𝑚𝑠 𝑑𝑒𝑡𝑒𝑐𝑡𝑒𝑑
𝑇 𝑒𝑛𝑑−𝑇𝑠𝑡𝑎𝑟𝑡)
=
27 𝑖𝑡𝑒𝑚𝑠
6.45 −0.0) 𝑠
= 𝟒. 𝟏𝟗 𝒘𝒐𝒓𝒅𝒔/𝒔𝒆𝒄𝒐𝒏𝒅
Articulation Rate =
# 𝑤𝑜𝑟𝑑𝑠 𝑑𝑒𝑡𝑒𝑐𝑡𝑒𝑑
𝑇 𝑒𝑛𝑑−𝑇𝑠𝑡𝑎𝑟𝑡)
=
25 𝑤𝑜𝑟𝑑𝑠
6.45 −0.0) 𝑠
= 3.88 𝒘𝒐𝒓𝒅𝒔/𝒔𝒆𝒄𝒐𝒏𝒅
② Item Timestamping ③ Behavioral Coding
6
① Question
Automating Call Center Monitoring
IFD&TC 2019
Lew Berman, MS, PhD
lewis.berman@icf.com
Office: 301-407-6833
May 21, 2019

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IFD&TC 2019: Automating Call Center Monitoring

  • 1. Automating Call Center Monitoring IFD&TC 2019 Lew Berman, MS, PhD John Boyle, PhD Don Allen Josh Duell Matt Jans, PhD Ronaldo Iachan, PhD Josiah McCoy May 21, 2019
  • 2. Problem  Systematic call center monitoring and behavior coding can be costly, slow, (somewhat) subjective, and is done on a small sample.  However, cloud based speech recognition and machine learning tools are available at modest cost and elastic scale. Can these tools be used to overcome monitoring challenges?  Experiment 1: What is the level of agreement between call center monitors (humans) and tools to classify the subject response to a question?  Experiment 2: How accurate are these tools in computing interviewer speech rate and articulation rate? [underway] 2
  • 3. Solution – Speech recognition and machine learning 3 * Photos by Unknown Author and are licensed under CC BY-NC-SA. Changes have been made to diagrams. Speech Recognition Language Understanding Question Response Text Cleanup Phone Interview Auto-Parse Interview into Question Snippets Have you smoked 100 cigarettes in your lifetime? no 0.5s 1.2s 2.3s 2.7s 3.4s 4.2s 5.3s 8.5s Microsoft Azure Amazon Web Services
  • 5. Results: Response agreement between monitors and tools 5 BRFSS Question Type Agreement Would you say that in general your health is excellent, very good, good, fair or poor? Straight forward wording Multi-category Straight forward response 96% (N=23) Have you smoked at least 100 cigarettes in your entire life? Straight forward wording Multi-Category (yes/no) Straight forward response 70%/100% (N=23) Are you currently employed for wages, self-employed, out of work for 1 year or more, out of work for less than 1 year, a homemaker, … Complex wording Multi-Category Complex response 61% (N=23) How often do you use seat belts when you drive or ride in a car - would you say always, nearly always, sometimes, seldom or never? Moderately complex wording Multi-Category Moderately complex response 70% (N=23) Please think of the past 12 months. How many times did you reduce or change your outdoor activity level based on the air quality index or air quality alerts? For example avoiding outdoor exercise or strenuous outdoor activity. Please do not include … Complex wording Long question Multi-Category Complex response 20% (N=5)   
  • 6. Speech & Articulation Rate Q. How many times did the child eat fast food or pizza at school, at home, or at fast- food restaurants, carryout or drive thru? 1: XX per day (range 1 - 15) 2: YY per week (range 1 - 84) Interviewer time = 6.45 seconds Items detected = 27 Words detected = 25 Speech Rate = # 𝑖𝑡𝑒𝑚𝑠 𝑑𝑒𝑡𝑒𝑐𝑡𝑒𝑑 𝑇 𝑒𝑛𝑑−𝑇𝑠𝑡𝑎𝑟𝑡) = 27 𝑖𝑡𝑒𝑚𝑠 6.45 −0.0) 𝑠 = 𝟒. 𝟏𝟗 𝒘𝒐𝒓𝒅𝒔/𝒔𝒆𝒄𝒐𝒏𝒅 Articulation Rate = # 𝑤𝑜𝑟𝑑𝑠 𝑑𝑒𝑡𝑒𝑐𝑡𝑒𝑑 𝑇 𝑒𝑛𝑑−𝑇𝑠𝑡𝑎𝑟𝑡) = 25 𝑤𝑜𝑟𝑑𝑠 6.45 −0.0) 𝑠 = 3.88 𝒘𝒐𝒓𝒅𝒔/𝒔𝒆𝒄𝒐𝒏𝒅 ② Item Timestamping ③ Behavioral Coding 6 ① Question
  • 7. Automating Call Center Monitoring IFD&TC 2019 Lew Berman, MS, PhD lewis.berman@icf.com Office: 301-407-6833 May 21, 2019