IP Library Granted Patent US 9,578,172
Granted Patent B2
US 9,578,172 · App. 13/778,081 · Granted Feb 21, 2017

System and method for providing interaction history via a customer application

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Quick Facts
Patent No.
US 9,578,172
App. No.
13/778,081
Granted
Feb 21, 2017
Kind
B2
Abstract

A system and method for processing interaction requests includes a computer system that receives over a data channel from an end user device accessible to the customer, a request for an interaction. The request includes data from an application running on the end user device. The data is stored by the computer system upon receipt. When a voice call from a telephony device accessible to the customer is received, a voice media session is established with the telephony device over a voice channel. The data is identified based on information associated with the voice call. A contact center resource is further identified for routing the voice call. The data is attached to a request to route the call to the identified contact center resource.

Claims (66)

1. A method for providing contact center interaction history, the method comprising:

identifying, by the computer system, a particular interaction involving a customer, the interaction being associated with interaction data;

storing, by the computer system, the interaction data in a storage device in association with data related to the customer;

receiving, by the computer system from an application miming on an end user device accessible to the customer, a request for a history of interactions, wherein the request is transmitted by the application in response to selection of an option provided by the application;

retrieving, by the computer system, a log of a plurality of prior interactions involving the customer in response to the request, the log providing a selectable link to the particular interaction;

receiving, in response to user actuation of the selectable link by the computer system, selection of the particular interaction listed in the log of prior interactions;

retrieving, by the computer system, the interaction data stored in association with the particular interaction, in response to the selection, wherein the interaction data includes at least a portion of content of communication exchanged during the particular interaction; and

providing, by the computer system, the retrieved interaction data to the end user device for display via the application.

2. The method of claim 1 , wherein the particular interaction is selected from a group consisting of an email, text-based chat, and telephony call.

3. The method of claim 1 , wherein the interaction data includes customer identification data.

4. The method of claim 3 , wherein the customer identification data includes a telephone number associated with the customer.

5. The method of claim 1 , wherein the end user device is a mobile telephony device.

6. The method of claim 1 , wherein the particular interaction is invoked via the application running on the end user device.

7. The method of claim 6 further comprising:

receiving by the computer system from the application over a data channel, a request for the particular interaction, wherein the request for the particular interaction includes context data associated with the particular interaction.

8. The method of claim 7 , wherein the context data includes a telephone number associated with customer.

9. The method of claim 7 , wherein the context data includes identification of a subject for the particular interaction.

10. The method of claim 7 , wherein the particular interaction is a voice call and the context data is received in advance of the voice call, the method further comprising:

receiving the voice call from a telephony device accessible to the customer;

establishing a voice media session with the telephony device over a voice channel in response to the voice call; and

matching the voice call to the context data based on information associated with the voice call.

11. The method of claim 10 further comprising:

identifying a contact center resource for routing the voice call; and

attaching the context data to a request to route the call to the identified contact center resource.

12. The method of claim 1 , wherein the particular interaction is with a second end user device different from the end user device running the application.

13. The method of claim 1 , wherein the application is invoked for engaging in a transaction and the particular interaction relates to the transaction, the method further comprising:

receiving, by the computer system from the application, data associated with the transaction; and

correlating, by the computer system, the particular interaction with the transaction,

wherein, in response to the request for a history of interactions, the computer system is configured to identify the transaction and retrieve the interaction data for the interaction correlated with the transaction.

14. The method of claim 13 further comprising:

providing status of the transaction to the end user device for display via the application.

15. The method of claim 13 , wherein the particular interaction is invoked outside of the application without involving the end user device.

16. A system for providing contact center interaction history, the system comprising:

a processor; and

a memory, wherein the memory has stored thereon instructions that, when executed by the processor, cause the processor to:

identify a particular interaction involving a customer, the interaction being associated with interaction data;

store the interaction data in a storage device in association with data related to the customer;

receive from an application running on an end user device accessible to the customer, a request for a history of interactions, wherein the application is configured to transmit the request in response to selection of an option provided by the application;

retrieve a log of a plurality of prior interactions involving the customer in response to the request, the log providing a selectable link to the particular interaction;

receive selection of the particular interaction listed in the log of prior interactions in response to user actuation of the selectable link;

retrieve, in response to the selection, the interaction data stored in association with the particular interaction, wherein the interaction data includes at least a portion of content of communication exchanged during the particular interaction; and

provide the retrieved interaction data to the end user device for display via the application.

17. The system of claim 16 , wherein the particular interaction is selected from a group consisting of an email, text-based chat, and telephony call.

18. The system of claim 16 , wherein the interaction data includes customer identification data.

19. The system of claim 18 , wherein the customer identification data includes a telephone number associated with the customer.

20. The system of claim 16 , wherein the end user device is a mobile telephony device.

21. The system of claim 16 , wherein the application running on the end user device is configured to invoke the particular interaction.

22. The system of claim 16 , wherein the instructions further cause the processor to:

receive from the application a request for the particular interaction over a data channel, wherein the request for the particular interaction includes context data associated with the particular interaction.

23. The system of claim 22 , wherein the context data includes a telephone number associated with customer.

24. The system of claim 22 , wherein the context data includes identification of a subject for the particular interaction.

25. The system of claim 22 , wherein the particular interaction is a voice call and the context data is for being received in advance of the voice call, wherein the instructions further cause the processor to:

match the voice call to the context data based on information associated with the voice call, wherein a voice media session is established over a voice channel with a telephony device accessible to the customer in response to receipt of the voice call from the telephony device.

26. The system of claim 25 , wherein the instructions further cause the processor to:

provide the context data for attaching to a request to route the voice call to an identified contact center resource.

27. The system of claim 16 , wherein the particular interaction is with a second end user device different from the end user device running the application.

28. The system of claim 16 , wherein the application is configured to be invoked for engaging in a transaction and the particular interaction relates to the transaction, the instructions further causing the processor to:

receive from the application data associated with the transaction; and

correlate the particular interaction with the transaction,

wherein, the in response to the request for a history of interactions, the processor is configured to identify the transaction and retrieve the interaction data for the particular interaction correlated with the transaction.

29. The system of claim 28 , wherein the instructions further cause the processor to:

provide status of the transaction to the end user device for display via the application.

30. The system of claim 28 , wherein the particular interaction is invoked outside of the application without involving the end user device.

31. The method of claim 1 , wherein the interaction data relates to an outbound interaction initiated by the contact center and received by the end user device.

32. The method of claim 1 , wherein the interaction data is listed on a dedicated section of the application along with a listing of a plurality of other interactions identified via corresponding interaction data.

33. The method of claim 1 , wherein the displayed interaction data includes a transcript of communication exchanged during the particular interaction.

Assignments (8)
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 04814/0387 Recorded Feb 5, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070115/0445 →
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 040815/0001 Recorded Feb 3, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070498/0001 →
CHANGE OF NAME Recorded May 13, 2024
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
To: GENESYS CLOUD SERVICES, INC.
Reel/Frame 067390/0332 →
SECURITY AGREEMENT Recorded Feb 22, 2019
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.; ECHOPASS CORPORATION; GREENEDEN U.S. HOLDINGS II, LLC
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 048414/0387 →
SECURITY AGREEMENT Recorded Dec 5, 2016
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC., AS GRANTOR; ECHOPASS CORPORATION; INTERACTIVE INTELLIGENCE GROUP, INC.; BAY BRIDGE DECISION TECHNOLOGIES, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 040815/0001 →
PATENT RELEASE (REEL:031644/FRAME:0814) Recorded Dec 2, 2016
From: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC., AS GRANTOR; ANGEL.COM INCORPORATED; UTOPY, INC.; SOUNDBITE COMMUNICATIONS, INC.
Reel/Frame 040798/0428 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 10, 2014
From: BOOIJ, MERIJN TE; BARANOVSKY, VLADISLAV; MEZHIBOVSKY, VLADIMIR; BRAZHNYK, ANTON; DUCLOS, GREGORY JACOB; ANDERSON, DAVE H.; GARCIA, ERNESTO GARCIA; JAMES, WILLIAM EDWARD; HEMELRIJK, SONJA HOFFMAN
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
Reel/Frame 033067/0855 →
SECURITY AGREEMENT Recorded Nov 15, 2013
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.; ANGEL.COM INCORPORATED; UTOPY, INC.; SOUNDBITE COMMUNICATIONS, INC.
To: JPMORGAN CHASE BANK, N.A., AS COLLATERAL AGENT
Reel/Frame 031644/0814 →