IP Library Granted Patent US 7,606,718
Granted Patent B2
US 7,606,718 · App. 10/839,536 · Granted Oct 20, 2009

Apparatus and method for processing service interactions

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Quick Facts
Patent No.
US 7,606,718
App. No.
10/839,536
Granted
Oct 20, 2009
Kind
B2
Abstract

An interactive voice and data response system that directs input to a voice, text, and web-capable software-based router, which is able to intelligently respond to the input by drawing on a combination of human agents, advanced speech recognition and expert systems, connected to the router via a TCP/IP network. The digitized input is broken down into components so that the customer interaction is managed as a series of small tasks rather than one ongoing conversation. The router manages the interactions and keeps pace with a real-time conversation. The system utilizes both speech recognition and human intelligence for purposes of interpreting customer utterance or customer text. The system may use more than one human agent, or both human agents and speech recognition software, to interpret simultaneously the same component for error-checking and interpretation accuracy.

Claims (84)

1. A method for operating an interactive response system comprising:

receiving data representing an utterance from a person;

using a processor, automatically presenting the utterance in perceptible form to a plurality of intent analysts at substantially the same time, each through an analyst user interface;

accepting intent input from each of the plurality of intent analysts through the respective analyst user interface, where the intent input characterizes the intent analyst's interpretation of the person's intent expressed in the utterance;

when the plurality of intent analysts provide intent input that characterizes different interpretations of the person's intent, then

using a processor, automatically presenting the utterance in perceptible form to at least one additional intent analyst through an analyst user interface; and

accepting further intent input from the at least one additional intent analyst through the respective analyst user interface, where the further intent input characterizes the at least one additional intent analyst's interpretation of the person's intent expressed in the utterance; and

using a processor, automatically communicating a message to the person, in perceptible form and in substantially real time relative to the receiving step, the message being selected as a function of the intent input accepted from the intent analysts.

2. The method of claim 1 , wherein the utterance comprises audio.

3. The method of claim 2 , wherein the utterance is received through a telephone system.

4. The method of claim 1 , wherein the utterance comprises video.

5. The method of claim 1 ,

further comprising accepting data input from each intent analyst through the respective analyst user interface,

where the data input characterizes data expressed by the person in the utterance.

6. The method of claim 1 ,

further comprising portioning a multi-utterance transaction with the person into discrete, logical units so that no intent analyst is ever exposed to more than one element of a given set of customer data.

7. The method of claim 1 , further comprising automatically changing the number in the plurality of intent analysts to whom the utterance is presented depending on a load factor.

8. The method of claim 7 , wherein the number is automatically increased when the load factor is lower than a predetermined threshold.

9. The method of claim 1 wherein, in connection with the presenting step, contextual information about the person's interactive session with the system is displayed to each of the intent analysts through the respective analyst user interface.

10. The method of claim 1 , wherein the presentation to the intent analysts occurs in at least two geographically diverse locations.

11. The method of claim 1 , wherein the presenting step comprises accelerating the utterance relative to the speed at which it was made.

12. The method of claim 1 , further comprising:

evaluating the accuracy, in real time, of the intent input from each of the intent analysts, and updating a profile for the respective intent analyst.

13. The method of claim 1 , further comprising objectively rating the speed and accuracy of the intent input from at least one of the intent analysts.

14. The method of claim 1 , further comprising rating the speed and accuracy of the intent input from at least one of the intent analysts relative to at least one other one of the intent analysts.

15. The method of claim 1 , wherein the presenting step comprises selecting the plurality of intent analysts from a larger pool of intent analysts as a function of whether each intent analyst has already been exposed to confidential or personally identifiable information for the person.

16. The method of claim 1 , wherein the processor used in the first automatic presenting step and the processor used in the second automatic presenting step are different processors.

17. The method of claim 1 , wherein the processor used in the first automatic presenting step and the processor used in the automatic communicating step are different processors.

18. The method of claim 1 , wherein the processor used in the second automatic presenting step and the processor used in the automatic communicating step are different processors.

19. A system for processing an interaction with a person, comprising a processor, one or more analyst user interface devices in communication with the processor, and a memory in communication with the processor, the memory storing programming instructions executable by the processor to:

receive data representing an utterance from the person;

automatically present the utterance in perceptible form to two or more intent analysts at substantially the same time, each through a respective one of the analyst user interface devices;

accept intent input from each of the two or more intent analysts through the respective analyst user interface device, where the intent input characterizes the intent analyst's interpretation of the person's intent expressed in the utterance, but does not directly indicate to the system any information that is to be communicated to the person;

when the two or more intent analysts provide intent input that characterizes different intents:

automatically present the utterance in perceptible form to at least one additional intent analyst through at least one additional analyst user interface device; and

accept further intent input from the at least one additional intent analyst through the at least one additional analyst user interface device, where the further intent input characterizes the at least one additional intent analyst's interpretation of the person's intent expressed in the utterance, and where the further intent input does not directly indicate to the system any information that is to be communicated to the person; and

automatically communicate a message to the person, in perceptible form and in substantially real time relative to the receiving function, the message being selected as a function of the intent input and the further intent input.

20. The system of claim 19 , wherein the utterance comprises audio.

21. The system of claim 20 , wherein the utterance is received from the person through a telephone system.

22. The system of claim 19 , wherein the utterance comprises video.

23. The system of claim 19 ,

wherein the programming instructions are further executable by the processor to accept data input from each intent analyst through the respective analyst user interface device, and

where the data input characterizes data expressed by the person in the utterance.

24. The system of claim 19 ,

wherein the programming instructions are further executable by the processor to portion a multi-utterance transaction with the person into discrete, logical units so that no intent analyst is ever exposed to more than one element of a given set of customer data.

25. The system of claim 19 , wherein the programming instructions are further executable by the processor to automatically change the number of intent analysts to whom the utterance is presented depending on a load factor.

26. The system of claim 19 , wherein the number is automatically increased when the load factor is lower than a predetermined threshold.

27. The system of claim 19 , wherein the programming instructions are further executable by the processor, in connection with the presenting step, to display contextual information about the person's interactive session with the system to the two or more intent analysts, each through the respective analyst user interface device.

28. The system of claim 19 , wherein the analyst user interface devices are geographically diverse.

29. The system of claim 19 , wherein the programming instructions are further executable by the processor, in connection with the presenting step, to accelerate the utterance relative to the speed at which it was made.

30. The system of claim 19 , wherein the programming instructions are further executable by the processor to:

evaluate the accuracy, in real time, of the intent input from each of the intent analysts, and update a profile for the respective intent analyst.

31. The system of claim 19 , wherein the programming instructions are further executable by the processor to objectively rate the speed and accuracy of the intent input from at least one of the intent analysts.

32. The system of claim 19 , wherein the programming instructions are further executable by the processor to rate the speed and accuracy of the intent input from at least one of the intent analysts relative to at least one other one of the intent analysts.

33. The system of claim 19 , wherein the automatic presenting comprises selecting the two or more intent analysts from a larger pool of intent analysts as a function of whether each intent analyst has already been exposed to confidential or personally identifiable information for the person.

34. The system of claim 19 , wherein the programming instructions are further executable by the processor to rate the speed and accuracy of the intent input from at least one of the intent analysts relative to at least one other one of the intent analysts.

35. A system for managing interactions with a person, comprising a processor and a memory in communication with the processor, the memory storing programming instructions executable by the processor to:

receive data representing an utterance from the person;

automatically send the data to two or more intent analyst user interface devices at substantially the same time;

receive intent input from each intent analyst user interface device,

where the intent input characterizes an intent analysts'interpretation of the person's intent expressed in the utterance, and

where the intent input does not directly indicate to the system any information that is to be communicated to the person;

when the two or more intent analysts provide intent input that characterizes different intents,

automatically present the utterance in perceptible form to at least one additional intent analyst through at least one additional analyst user interface device, and

accept further intent input from the at least one additional intent analyst through the at least one additional analyst user interface device,

where the further intent input characterizes the at least one additional intent analyst's interpretation of the person's intent expressed in the utterance, and

where the further intent input is prevented from indicating a next step in an automated processing script; and

automatically communicate a message to the person in perceptible form and in substantially real time relative to the receiving function, the message being selected as a function of the intent input received through the two or more intent analyst user interface devices and the at least one additional analyst user interface device.

36. The system of claim 35 , wherein the utterance comprises audio.

37. The system of claim 36 , wherein the utterance is received from the person through a telephone system.

38. The system of claim 35 , wherein the utterance comprises video.

39. The system of claim 35 ,

wherein the programming instructions are further executable by the processor to accept data input from each intent analyst through the respective analyst user interface device, and

where the data input characterizes data expressed by the person in the utterance.

40. The system of claim 35 , wherein the programming instructions are further executable by the processor to portion a multi-utterance transaction with the person into discrete, logical units so that no intent analyst is ever exposed to more than one element of a given set of customer data.

41. The system of claim 35 , wherein the programming instructions are further executable by the processor to automatically change the number of intent analyst user interface devices to which the data is sent depending on a load factor.

42. The system of claim 41 , wherein the number is automatically increased when the load factor is lower than a predetermined threshold.

43. The system of claim 35 , wherein the programming instructions are further executable by the processor, in connection with the presenting step, to display contextual information about the person's interactive session with the system to the two or more intent analysts, each through the respective analyst user interface device.

44. The system of claim 35 , wherein the analyst user interface devices are geographically diverse.

45. The system of claim 35 , wherein the programming instructions are further executable by the processor, in connection with the presenting step, to accelerate the utterance relative to the speed at which it was made.

46. The system of claim 35 , wherein the programming instructions are further executable by the processor to:

evaluate the accuracy, in real time, of the intent input from each of the intent analysts, and update a profile for the respective intent analyst.

47. The system of claim 35 , wherein the programming instructions are further executable by the processor to objectively rate the speed and accuracy of the intent input from at least one of the intent analysts.

48. The system of claim 35 , wherein the automatic presenting comprises selecting the two or more intent analysts from a larger pool of intent analysts as a function of whether each intent analyst has already been exposed to confidential or personally identifiable information for the person.

Assignments (24)
RELEASE OF SECURITY INTEREST Recorded Sep 4, 2025
From: RUNWAY GROWTH FINANCE CORP., AS AGENT
To: INTERACTIONS CORPORATION; INTERACTIONS LLC
Reel/Frame 072802/0931 →
CORRECTIVE ASSIGNMENT TO CORRECT THE THE APPLICATION NUMBER PREVIOUSLY RECORDED AT REEL: 060445 FRAME: 0733. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Feb 1, 2023
From: INTERACTIONS LLC; INTERACTIONS CORPORATION
To: RUNWAY GROWTH FINANCE CORP.
Reel/Frame 062919/0063 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY RECORDED AT REEL/FRAME: 036100/0925 Recorded Jul 1, 2022
From: SILICON VALLEY BANK
To: INTERACTIONS LLC
Reel/Frame 060559/0576 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY RECORDED AT 036099/0682 Recorded Jun 30, 2022
From: SILICON VALLEY BANK
To: INTERACTIONS LLC
Reel/Frame 060544/0445 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY RECORDED AT REEL/FRAME: 043039/0808 Recorded Jun 30, 2022
From: SILICON VALLEY BANK
To: INTERACTIONS LLC
Reel/Frame 060557/0636 →
RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY RECORDED AT REEL/FRAME: 049388/0082 Recorded Jun 30, 2022
From: SILICON VALLEY BANK
To: INTERACTIONS LLC
Reel/Frame 060558/0474 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jun 27, 2022
From: INTERACTIONS LLC; INTERACTIONS CORPORATION
To: RUNWAY GROWTH FINANCE CORP.
Reel/Frame 060445/0733 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded May 23, 2022
From: ORIX GROWTH CAPITAL, LLC
To: INTERACTIONS CORPORATION; INTERACTIONS LLC
Reel/Frame 061749/0825 →
RELEASE OF SECURITY INTEREST Recorded May 18, 2020
From: BEARCUB ACQUISITIONS LLC
To: ARES VENTURE FINANCE, L.P.
Reel/Frame 052693/0866 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jun 5, 2019
From: INTERACTIONS LLC
To: SILICON VALLEY BANK
Reel/Frame 049388/0082 →
ASSIGNMENT OF IP SECURITY AGREEMENT Recorded Nov 17, 2017
From: ARES VENTURE FINANCE, L.P.
To: BEARCUB ACQUISITIONS LLC
Reel/Frame 044481/0034 →
AMENDED AND RESTATED INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jun 29, 2017
From: INTERACTIONS LLC
To: SILICON VALLEY BANK
Reel/Frame 043039/0808 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CHANGE PATENT 7146987 TO 7149687 PREVIOUSLY RECORDED ON REEL 036009 FRAME 0349. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Nov 17, 2015
From: INTERACTIONS LLC
To: ARES VENTURE FINANCE, L.P.
Reel/Frame 037134/0712 →
CORRECTIVE ASSIGNMENT TO CORRECT THE NAME OF ASSIGNOR PREVIOUSLY RECORDED AT REEL: 035962 FRAME: 0190. ASSIGNOR(S) HEREBY CONFIRMS THE RELEASE OF SECURITY INTEREST. Recorded Jul 21, 2015
From: ORIX VENTURES, LLC
To: INTERACTIONS LLC
Reel/Frame 036143/0704 →
SECURITY AGREEMENT Recorded Jul 13, 2015
From: INTERACTIONS LLC
To: SILICON VALLEY BANK
Reel/Frame 036099/0682 →
FIRST AMENDMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jul 13, 2015
From: INTERACTIONS LLC
To: SILICON VALLEY BANK
Reel/Frame 036100/0925 →
RELEASE OF SECURITY INTEREST Recorded Jun 24, 2015
From: INTERACTIONS LLC
To: ARES CAPITAL CORPORATION
Reel/Frame 035962/0190 →
SECURITY INTEREST Recorded Jun 23, 2015
From: INTERACTIONS LLC
To: ARES VENTURE FINANCE, L.P.
Reel/Frame 036009/0349 →
SECURITY INTEREST Recorded Dec 19, 2014
From: INTERACTIONS LLC
To: ORIX VENTURES, LLC
Reel/Frame 034677/0768 →
MERGER Recorded Dec 16, 2014
From: INTERACTIONS CORPORATION
To: INTERACTIONS LLC
Reel/Frame 034514/0066 →
SECURITY INTEREST Recorded Jun 27, 2014
From: INTERACTIONS CORPORATION
To: ORIX VENTURES, LLC
Reel/Frame 033247/0219 →
MERGER Recorded Mar 15, 2013
From: INTERACTIONS LLC
To: INTERACTIONS CORPORATION
Reel/Frame 030011/0367 →
CORRECTIVE ASSIGNMENT TO CORRECT THE ORIGINAL ASSIGNMENT CORRECT. COVER SHEET HAS 2 DIGITS SWITCHED IN SERIAL #; NAMELY "10/893,536" SHOULD BE --10/839,536--. PREVIOUSLY RECORDED ON REEL 015763 FRAME 0824. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT OF ASSIGNOR'S INTEREST(SEE DOCUMENT FOR DETAILS.. Recorded Dec 15, 2010
From: CLORAN, MICHAEL
To: INTERACTIONS, LLC
Reel/Frame 025498/0187 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 3, 2004
From: CLORAN, MICHAEL
To: INTERACTIONS, LLC
Reel/Frame 015763/0824 →