IP Library Granted Patent US 8,929,536
Granted Patent B2
US 8,929,536 · App. 14/015,434 · Granted Jan 6, 2015

Multi-channel pivoting

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Quick Facts
Patent No.
US 8,929,536
App. No.
14/015,434
Granted
Jan 6, 2015
Kind
B2
Abstract

An method of pivoting a customer among synchronous and asynchronous communications channels during a communication session.

Claims (29)

1. A computer-implemented method for pivoting a customer among synchronous and asynchronous communication channels during a communication session, comprising:

during a communication session with a customer, receiving via a communication connector a communication from the customer from a first communication channel, wherein the first communication channel is a public channel accessible and viewable by more than parties involved in the communication session;

automatically determining one or more eligible second communication channels based on data related to the customer, said eligible second communication channels including synchronous and asynchronous communication channels, wherein the second communication channels are private channels accessible by only the parties involved in the communication session;

enabling the customer to select one of the one or more eligible second communication channels during the communication session; and

automatically pivoting the customer from the first communication channel to the selected one of the one or more eligible second communication channels during the communication session.

2. The method of claim 1 , wherein said need is determined automatically based on keyword analysis.

3. The method of claim 1 , wherein said need is determined automatically based on business rules.

4. The method of claim 1 , wherein said need is determined dynamically by an agent participating in the communication session.

5. The method of claim 1 , wherein said need is determined based on at least one prior interaction with the customer.

6. The method of claim 1 , wherein said data related to the customer includes a value score assigned to the customer.

7. The method of claim 6 , wherein at least one synchronous channel becomes an eligible communication channel if the value score is higher than a threshold value.

8. The method of claim 6 , wherein at least one asynchronous channel becomes an eligible communication channel if the value score is lower than a threshold value.

9. The method of claim 1 , wherein said data related to the customer include data from at least one prior interaction with the customer.

10. The method of claim 1 , further comprising displaying said determined one or more eligible communication channels to the customer.

11. The method of claim 1 , wherein said pivoting is performed based on a customer input.

12. The method of claim 1 , wherein said pivoting is performed automatically upon customer selection.

13. The method of claim 1 , wherein said pivoting is undetectable by the customer.

14. A communications system for pivoting a customer among synchronous and asynchronous communication channels during a communication session, the system comprising:

a pivot offer module coupled to a customer database; and

a plurality of communication system connectors for connecting to public and private communication channels;

wherein the pivot offer module being configured to:

receive a communication from a customer during a communication session from a public channel through the communication connectors, wherein public channel accessible and viewable by more than parties involved in the communication session;

determine the customer's value score based on data in the customer database;

offering one or more eligible private communication channels to the customer through the communication system connectors, wherein the private communication channels are accessible by only the parties involved in the communication session;

receiving a response from the customer indicating a selection; and

pivoting the communication session from the public channel to one of the private channels based on the selection.

15. The system of claim 14 , further comprising: a work assignment module coupled to the pivot offer module; wherein said work assignment module is configured to:

select a customer support agent; and

instruct the communication system connectors to connect the customer support agent to the customer via a telephone system.

Assignments (10)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 14, 2025
From: SL MIDCO 2, LLC; SL MIDCO 1, LLC; LO PLATFORM MIDCO, INC.; SERENOVA, LLC; LIFESIZE, INC.; TELESTRAT LLC; LIGHT BLUE OPTICS INC.; SERENOVA WFM, INC.
To: ENGHOUSE INTERACTIVE INC.
Reel/Frame 070932/0415 →
SECURITY INTEREST Recorded Mar 16, 2020
From: SERENOVA, LLC
To: WESTRIVER INNOVATION LENDING FUND VIII, L.P.
Reel/Frame 052126/0423 →
RELEASE OF SECURITY INTEREST IN PATENT COLLATERAL AT REEL/FRAME NO. 43855/0947 Recorded Mar 3, 2020
From: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
To: SERENOVA, LLC, FORMERLY KNOWN AS LIVEOPS CLOUD PLATFORM, LLC; LO PLATFORM MIDCO, INC.; TELSTRAT LLC
Reel/Frame 052079/0941 →
SECURITY INTEREST Recorded Mar 2, 2020
From: SERENOVA, LLC; LIFESIZE, INC.; LO PLATFORM MIDCO, INC.
To: SILICON VALLEY BANK, AS ADMINISTRATIVE AGENT AND COLLATERAL AGENT
Reel/Frame 052066/0126 →
RELEASE OF SECURITY INTEREST Recorded Nov 3, 2017
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: LO PLATFORM MIDCO, INC.; SERENOVA, LLC
Reel/Frame 044030/0105 →
SECURITY INTEREST Recorded Oct 13, 2017
From: SERENOVA, LLC, FORMERLY KNOWN AS LIVEOPS CLOUD PLATFORM, LLC; LO PLATFORM MIDCO, INC.; TELSTRAT LLC
To: GOLDMAN SACHS SPECIALTY LENDING GROUP, L.P., AS COLLATERAL AGENT
Reel/Frame 043855/0947 →
CHANGE OF NAME Recorded Mar 20, 2017
From: LIVEOPS CLOUD PLATFORM, LLC.
To: SERENOVA, LLC.
Reel/Frame 041653/0292 →
PATENT SECURITY AGREEMENT Recorded Dec 24, 2015
From: LO PLATFORM MIDCO, INC.; LIVEOPS CLOUD PLATFORM, LLC
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 037372/0063 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 3, 2015
From: LIVEOPS, INC.
To: LIVEOPS CLOUD PLATFORM, LLC
Reel/Frame 036946/0577 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 30, 2013
From: MATHUR, SANJAY; LAWSON, KIERON; MCFARLANE, KEITH
To: LIVEOPS, INC.
Reel/Frame 031120/0307 →