IP Library Granted Patent US 8,649,500
Granted Patent B1
US 8,649,500 · App. 13/412,698 · Granted Feb 11, 2014

Dynamic allocation of agents for outbound calling in an automated communication link establishment and management system

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Quick Facts
Patent No.
US 8,649,500
App. No.
13/412,698
Granted
Feb 11, 2014
Kind
B1
Abstract

Devices, methods and systems are disclosed herein for dynamically allocating agents during automated operation of a system performing attempts to establish communication connections between a user and a target. When human intervention is needed in order to further process an attempt to establish a communication connection between a user and a target, the system automatically selects the best available agent based upon the skills and experience of available agents in comparison to the conditions, characteristics, or requirements of the attempted communication connection.

Claims (18)

1. A communication link establishment and management system for dynamically allocating agents automatically during outbound calling in order for a selected agent to assist in establishing a communication connection between a user and a target, comprising:

the communication link establishment and management system configured to selectively establish a communication channel between a user and a target, wherein the user is knowledgeable about a subject matter of a call with the target, and wherein the communication link establishment and management system including an agent application for interfacing with a plurality of agents and configured to selectively link to said agents to assist the system in completing outbound call attempts, the communication link establishment and management system having a data store for storing agent characteristic information for each agent;

the communication link establishment and management system being operative to initiate a plurality of outbound calling attempts to establish communication between a plurality of users with a plurality of targets, and to automatically establish a link with an agent selected from a group of available agents when human intervention is desired to finish a calling attempt; and

the communication link establishment and management system being programmed to automatically select an agent to assist with a calling attempt when human intervention is desired by determining a best available agent based upon stored agent characteristic information for said selected agent.

2. The communication link establishment and management system according to claim 1 , wherein:

the communication link establishment and management system further comprises an agent module, the agent module being operatively associated with the agent application, and wherein the agent module includes programmed rules for automatically selecting the agent to assist with a calling attempt when human intervention is desired based upon stored agent characteristic information concerning languages spoken by said agent.

3. The communication link establishment and management system according to claim 1 , wherein:

the communication link establishment and management system further comprises an agent module, the agent module being operatively associated with the agent application, and wherein the agent module includes programmed rules for automatically selecting the agent to assist with a calling attempt when human intervention is desired based upon stored agent characteristic information concerning the experience or skill level of said agent.

4. In a communication link establishment and management system, a method for dynamically allocating agents automatically during outbound calling in order to select an agent to assist in establishing a communication connection between a user and a target when human intervention is desired to complete a call, comprising the steps of:

selecting a target for an attempted communication from a predetermined group of targets having stored contact information associated with at least some of said targets;

automatically attempting to establish a communication connection between the user with the selected target using stored contact information associated with said target;

automatically processing an attempted communication connection until conditions are encountered wherein human intervention is needed in order to complete the attempted communication connection;

when human intervention is needed in order to complete an attempted communication connection, automatically selecting an agent to assist in the completion of the attempted communication connection by determining an agent who is suitable to assist in the completion of the attempted communication connection based upon stored agent characteristic information for available agents, and

wherein the user is knowledgeable about a subject matter of the call with the target.

5. The method according to claim 4 , wherein:

an agent is automatically selected to assist in the completion of an attempted communication connection by determining an agent who is suitable to assist in the completion of the attempted communication connection based upon stored agent characteristic information concerning languages spoken by said agent.

6. The method according to claim 4 , wherein:

an agent is automatically selected to assist in the completion of an attempted communication connection by determining an agent who is suitable to assist in the completion of the attempted communication connection based upon stored agent characteristic information concerning experience and skill level of said agent.

Assignments (10)
RELEASE OF SECURITY INTEREST Recorded Jul 2, 2021
From: PACIFIC WESTERN BANK
To: CONNECTANDSELL, INC.
Reel/Frame 056757/0691 →
RELEASE OF SECURITY INTEREST Recorded Jun 29, 2021
From: FLOW CAPITAL CORP. FKA GRENVILLE STRATEGIC ROYALTY CORP.
To: CONNECTANDSELL, INC.
Reel/Frame 056710/0311 →
SECURITY INTEREST Recorded Jun 28, 2021
From: CONNECTANDSELL, INC.
To: HERITAGE BANK OF COMMERCE
Reel/Frame 056685/0982 →
RELEASE OF SECURITY INTEREST Recorded Dec 17, 2018
From: MONTAGE CAPITAL II, L.P.
To: CONNECTANDSELL, INC.
Reel/Frame 048462/0803 →
SECURITY INTEREST Recorded May 10, 2017
From: CONNECTANDSELL, INC.
To: GRENVILLE STRATEGIC ROYALTY CORP.
Reel/Frame 042327/0243 →
SECURITY INTEREST Recorded Mar 7, 2016
From: CONNECTANDSELL, INC.
To: PACIFIC WESTERN BANK
Reel/Frame 037910/0315 →
RELEASE OF SECURITY INTEREST Recorded Mar 3, 2016
From: SILICON VALLEY BANK
To: CONNECTANDSELL, INC.
Reel/Frame 037882/0527 →
SECURITY INTEREST Recorded Oct 14, 2014
From: CONNECTANDSELL, INC.
To: SILICON VALLEY BANK
Reel/Frame 033946/0291 →
SECURITY AGREEMENT Recorded Sep 12, 2013
From: CONNECTANDSELL, INC. FORMERLY KNOWN AS NOMEA, INC.
To: MONTAGE CAPITAL II, L.P.; PARTNERS FOR GROWTH III, L.P.
Reel/Frame 031207/0619 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 29, 2013
From: BEALL, CHRISTOPHER W.; COHEN, ROBERT MICHAEL
To: CONNECTANDSELL, INC.
Reel/Frame 031108/0896 →