2. © 2005 Avaya Inc. All rights reserved. Using Context-Awareness and User Negotiation for Intelligent Dialing in Enterprise Communications Amogh Kavimandan Avaya Labs Research Basking Ridge NJ

3. 2 © 2005 Avaya Inc. All rights reserved. State-Of-The-Art in Establishing Phone Calls Setting up a call between initiator and recipient is primitive, slow, and leads to decreased productivity –Requires manually determining recipient’s presence and availability on various possible endpoints –Gauging initiator’s intent relies on caller ID and known facts about initiator Scenario 1: While on a call, A does not accept important call from C because A thinks that C typically makes social calls Scenario 2: A interrupts important call to accept incoming call from C and finds out that C wants to talk about football Scenario 1: C originates high priority, project related call BA C BA C Scenario 2: C originates social call to discuss a football match

4. 3 © 2005 Avaya Inc. All rights reserved. Our Approach: Intelligent Dialing (ID) Injects context-awareness into call path by leveraging context-aware communications middleware (Mercury) –Evaluates user context to automatically determine currently best (voice) endpoint to reach recipient at –Determines recipient interruptibility Introduces negotiation mechanism to allow recipient to quickly gauge initiator’s call context (CallerID++) and instantly respond to it Benefits: –reduces manual work, phone tag, unnecessary interruptions of ongoing calls –Finds recipients wherever they are and interrupts them if necessary BA C Intelligent Dialing

5. 4 © 2005 Avaya Inc. All rights reserved. Challenges for ID in Enterprise Communications In conjunction with an enterprise middleware, ID has to address following challenges: –Injecting user context awareness and evaluation into call establishment –Enabling user negotiation: ID may initiate dialogs with users. This entails support for: Collection of call context –Based on user roles + characteristics. Depending on the initiator- recipient of a call, a questionnaire should be chosen Pushing call context to the recipient while she is in an active call Collecting recipient’s feedback during an ongoing call –Usability: Maximize user convenience, minimize disruptions, intuitive to use

6. 5 © 2005 Avaya Inc. All rights reserved. Architecture ID Framework is built on top of Mercury and Asterisk PBX Major modules: –Context Reader: Populates queries for present call. Queries can be dynamically updated –Context Evaluation and Presentation: Presents call context to recipient and collects response –Context Collection: Provides a questionnaire to initiator, collects call context System uses Asterisk Java (0.2) and Web Services interface to interact with Asterisk PBX and Mercury, respectively Negotiation Framework Figure 1. ID Framework Context Collection Mercury Enterprise Middleware Asterisk PBX Context Evaluation Presentation Initiator Entity Recipient Entity Context Reader ID Framework

7. 6 © 2005 Avaya Inc. All rights reserved. Context Evaluation Context Evaluation keeps entity session information: –Manager Interface: Provides administrative interface to Asterisk server. Stores session information –Options: Reads CLI authentication information required later by Manager –Active Calls: maintains Presentation Options Active Calls Figure 3. Context Evaluation & Presentation Manager Interface Context Evaluation & Presentation Abstract Manager Interface Recipient Entity Server RMI Registry a list of channels involved in a call and is useful in quickly determining the channels to be transferred

8. 7 © 2005 Avaya Inc. All rights reserved. Context Collection (1/2) Context Collection constructs context of new call: –Options: Contains CLI options (format, name of audio file, output file name, location on server, etc.) required by other modules –Context Collection: Read queries from reader, convert to speech if required –Text To Speech: Converts queries into WAV files (which is the questionnaire used by User Interaction) –User Interaction: Queries user to construct call context, provides error checking. Stores user response on Asterisk server Context Collection Options Text To Speech Initiator Entity Context Reader Figure 2. Context Collection User Interaction Context Collection

9. 8 © 2005 Avaya Inc. All rights reserved. Context Collection (2/2) Context Reader returns latest queries configured for the current type of call/initiator properties Audio files are generated if they are not already present on Asterisk server or if queries have been updated recently Context Collection is run as AGI script, after determining that call context has to be collected for ensuing call Converting textual queries to audio files is done by Text To Speech, which uses Java Speech Synthesizer (1.2.1) API User Response depends on queries, typical response may consist of 1. User Name 2. Call type (social, business etc.) 3. Priority 4. Expected call duration (“Just one question”,…, “Long call”) 5. Set to retry for later, etc.

10. 9 © 2005 Avaya Inc. All rights reserved. Presentation (1/2) Presents context collected earlier as a whisper to recipient. Also collects user response, provides error checking. Runs as AGI script and reports user response to Manager Interface Manager Interface and Presentation each run in separate virtual machines. To facilitate easy access of Manager by Presentation (and its other clients) a Server publishes Manager object to RMI registry Whispering a call context involves moving recipient’s active channel temporarily into a conference and pushing context as WAV file

11. 10 © 2005 Avaya Inc. All rights reserved. Presentation (2/2) A B C Evaluation & Presentation Figure 4. Sample Call Flow Since the recipient is determined to be busy with another call, that call (involving 2+ channels) is moved into a conference Recipient is given a choice to continue with the current call, or leave it and join the new call initiator

12. 11 © 2005 Avaya Inc. All rights reserved. Call Establishment scenario supported by ID Cary originated a call to Alice@1900. Since Alice is known to be available @2000, the call is diverted to this extension Call Context is collected from Cary, since she wants to reach Alice (even when she is busy with Bob) Call context is injected (to Alice’s call leg) appropriately even when Alice is talking with Bob. She decides, based on the context, to continue with the current call, and not take Cary’s call Figure 5. Call Establishment with ID

13. 12 © 2005 Avaya Inc. All rights reserved. Acknowledgement We would like to thank Dr. Jay Stiles and Dr. A. S. Krishnakumar for numerous helpful discussions on Asterisk PBX, sharing their code with us and giving useful insights on writing applications using Asterisk Gateway Interface, during the course of this project

14. 13 © 2005 Avaya Inc. All rights reserved. Conclusion and Future Work We presented the notion of Intelligent Dialing (ID) using context-awareness and user negotiation –ID automatically finds the most likely voice endpoint that a call recipient is available on –If the call recipient is already on a call but interruptible, ID collects a call context (CallerID++) from the call initiator, pushes this context, and allows the recipient to instantaneously respond with an action (stay in/drop current call, etc.) We plan to investigate the usability of the application by carrying out several user studies We also plan to extend this application to other phone systems (for example, Avaya one-X TM Quick Edition)