IP Library Patent Application 11339403
Patent Application
App. No. 11/339,403

Apparatus and method for computer telephony integration

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Quick Facts
Patent No.
US None
App. No.
11/339,403
Abstract

An agent at a contact center uses a soft phone embedded in the agent's desktop to converse with a customer, to set the agent's Automatic Call Distribution (“ACD”) state, and to control the phone's call control state. Computer Telephony Integration (“CTI”) technology is used in many ways at the contact center, including for accessing CTI data and executing CTI methods. CTI data can include information about the calling number, called number, caller entered digits, and the queue the call came from. CTI methods can include call control operations such as answering a call, making a call, and transferring a call. In addition, CTI methods can also include ACD specific operations, such as setting an agent's state and querying the state of a queue of customers. A web browser is also embedded in the agent's desktop, and one or more web-based applications are integrated into the web browser. These applications may be web-based enterprise applications or other web-based applications such as available over the internet. A new type of workflow action called an Hypertext Transfer Protocol Action or “HTTP Action” is used for integrating the CTI data with the web browser.

Claims (53)

1 . A computer telephony integration method comprising:

establishing an agent desktop;

embedding a web-based browser in the agent desktop;

integrating a web-based application with the browser;

establishing a workflow automation model comprising a plurality of events, a plurality of respective rules for the events, and a plurality of respective actions for the rules, wherein each of the rules is expressed as one or more relations on computer telephony integration (“CTI”) data, and wherein at least one of the actions is an HTTP action having a request data field;

upon occurrence of one of the events in the workflow automation model, evaluating a respective one of the rules;

upon valid evaluation of the evaluated rule, executing the HTTP action with the browser to obtain requested data in accordance with the request data field; and

providing the requested data to the web-based application.

2 . The method of claim 1 wherein the HTTP action comprises a protocol definition, a method definition, a host application definition, a port definition, and a path definition.

3 . The method of claim 1 wherein the HTTP action comprises a host application definition and a path definition.

4 . The method of claim 1 wherein the HTTP action comprises a protocol definition, a method definition, a host application definition, and a path definition.

5 . The method of claim 1 wherein:

the protocol definition is http or https; and

the method definition is GET or POST.

6 . The method of claim 1 wherein the browser is embedded in a Windows application.

7 . The method of claim 1 wherein the browser is a commercial browser.

8 . The method of claim 1 further comprising interpreting the rule evaluating step, the HTTP action executing step, and the requested data providing step with a state machine model.

9 . The method of claim 1 wherein the workflow automation model establishing step comprises installing the workflow automation model in a preconfigured condition.

10 . The method of claim 1 wherein the workflow automation model establishing step comprises constructing the workflow automation model from user input.

11 . The method of claim 1 further comprising populating the evaluated rule with CTI data prior to the rule evaluating step.

12 . The method of claim 1 further comprising:

embedding a soft phone in the agent desktop; and

changing the agent's Automatic Call Distribution (“ACD”) state with the soft phone;

wherein the changing step corresponds to an occurrence of one of the events in the workflow automation model.

13 . A contact center system comprising:

an internet connection;

a computer telephony integration (“CTI”) server; and

a client computer coupled to the internet connection and having associated therewith computer instructions for:

establishing an agent desktop on the client computer;

embedding a web-based browser in the agent desktop;

integrating a web-based application with the browser;

establishing a workflow automation model comprising a plurality of events, a plurality of respective rules for the events, and a plurality of respective actions for the rules, wherein each of the rules is expressed as one or more relations on computer telephony integration (“CTI”) data, and wherein at least one of the actions is an HTTP action having a request data field;

upon occurrence of one of the events in the workflow automation model, populating a respective one of the rules with CTI data from the CTI server, and evaluating the populated rule;

upon valid evaluation of the evaluated rule, executing the HTTP action with the browser to obtain requested data via the internet connection in accordance with the request data field; and

providing the requested data to the web-based application integrated in the browser.

14 . The contact center system of claim 13 , further comprising:

an enterprise application server;

wherein the client computer has associated therewith further computer instructions for acquiring the web-based application from the enterprise application server.

15 . The contact center system of claim 13 , wherein the client computer has associated therewith further computer instructions for acquiring the web-based application from a remote application server via the broadband internet connection.

16 . A computer readable medium having computer program instructions stored thereon, comprising:

instructions for establishing an agent desktop;

instructions for embedding a web-based browser in the agent desktop;

instructions for integrating a web-based application with the browser;

instructions for establishing a workflow automation model comprising a plurality of events, a plurality of respective rules for the events, and a plurality of respective actions for the rules, wherein each of the rules is expressed as one or more relations on computer telephony integration (“CTI”) data, and wherein at least one of the actions is an HTTP action having a request data field;

instructions for, upon occurrence of one of the events in the workflow automation model, evaluating a respective one of the rules;

instructions for, upon valid evaluation of the evaluated rule, executing the HTTP action with the browser to obtain requested data in accordance with the request data field; and

instructions for providing the requested data to the web-based application.

17 . The medium of claim 16 wherein the instructions for establishing the workflow automation model comprises instructions for installing the workflow automation model in a preconfigured condition.

18 . The medium of claim 16 wherein the instructions for establishing the workflow automation model comprises instructions for constructing the workflow automation model from user input.

19 . The medium of claim 16 further comprising:

instructions for embedding a soft phone in the agent desktop; and

instructions for changing the agent's Automatic Call Distribution (“ACD”) state with the soft phone, the change in the agent's ACD state corresponding to an occurrence of one of the events in the workflow automation model.

20 . The medium of claim 16 wherein the rule evaluating instructions, the HTTP action executing instructions, and the requested data providing instructions implement a state machine model.

Assignments (8)
RELEASE OF SECURITY INTEREST Recorded Mar 20, 2012
From: PARTNERS FOR GROWTH II, L.P.
To: SPANLINK COMMUNICATIONS, INC.
Reel/Frame 027892/0560 →
RELEASE Recorded Jul 20, 2011
From: SILICON VALLEY BANK
To: CALABRIO, INC.
Reel/Frame 026629/0778 →
RELEASE OF SECURITY INTEREST Recorded Dec 20, 2010
From: SILICON VALLEY BANK
To: CALABRIO, INC.
Reel/Frame 025614/0590 →
SECURITY AGREEMENT Recorded Feb 11, 2008
From: CALABRIO, INC.
To: SILICON VALLEY BANK
Reel/Frame 020487/0560 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 16, 2007
From: SPANLINK COMMUNICATIONS, INC.
To: CALABRIO, INC.
Reel/Frame 020128/0767 →
SUPPLEMENT TO SECURITY AGREEMENT Recorded Oct 25, 2007
From: SPANLINK COMMUNICATIONS, INC.
To: SILICON VALLEY BANK
Reel/Frame 020013/0573 →
SECURITY AGREEMENT Recorded May 15, 2007
From: SPANLINK COMMUNICATIONS, INC.
To: PARTNERS FOR GROWTH II, L.P.
Reel/Frame 019287/0742 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 25, 2006
From: SILVERMAN, JONATHAN; WONG, ALVIN; MOHAMED, ASHRAF; BAUER, ANDREW
To: SPANLINK COMMUNICATIONS
Reel/Frame 017512/0216 →