IP Library Granted Patent US 9,118,762
Granted Patent B2
US 9,118,762 · App. 14/161,646 · Granted Aug 25, 2015

System and methods for selecting a dialing strategy for placing an outbound call

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Quick Facts
Patent No.
US 9,118,762
App. No.
14/161,646
Granted
Aug 25, 2015
Kind
B2
Abstract

A dialing strategy determination engine (DSDE) for selecting a dialing strategy for placing an outbound call has determination software executing on a computerized server from a machine-readable medium, access to stored dialing strategies, contact data, and a rules set, and a port for receiving a request for dialing strategy from an outbound dialer. The determination software, upon receiving a request for a dialing strategy associated with a contact identification, consults the rule set and the contact data, selects a dialing strategy based on the rules and the data, and returns the selected strategy to the outbound dialer.

Claims (23)

1. A system for making outbound calls, the system comprising:

a data storage device for storing information for a plurality of contacts in a calling list;

one or more processors coupled to the telephony switch and the data storage device; and

one or more memory devices coupled to the one or more processors and having instructions stored therein, the one or more processors each being configured to execute at least a portion of the instructions, the instructions comprising:

identifying a contact from among the plurality of contacts in the calling list;

receiving information about the contact from the data storage device;

comparing at least a portion of the received information against a condition;

determining, based on the comparing, that a call is to be made to the contact;

in response to determining that a call is to be made, selecting a particular dialing strategy from among a plurality of dialing strategies appropriate for the contact, wherein the particular dialing strategy is selected based on a criterion; and

dialing the contact according to the selected dialing strategy; and

a telephony switch configured to make a connection between a telephony device of the contact, and a contact center resource, in response to the dialing.

2. The system of claim 1 , wherein the information about the contact comprises a contact record, the contact record comprising at least one of a priority indication, a name, a region, or contact preferences.

3. The system of claim 2 , wherein the information about the contact further comprises external data, the external data comprising at least one of a purchase history, a customer rank, or a complaint history.

4. The system of claim 3 , wherein the instructions for selecting the dialing strategy includes instructions for consulting one or more business rules by running one or more algorithms using the information as input.

5. The system of claim 1 , wherein the condition comprises a do not call list, and the instructions for determining that the call is to be made includes instructions for determining that a number associated with the contact is not included in the do not call list.

6. The system of claim 1 , wherein the instructions further comprise retrieving external data about the contact, the external data comprising at least one of a purchase history, a customer rank, a calling history, or a complaint history.

7. The system of claim 1 , wherein the selected dialing strategy specifies one or more parameters, the one or more parameters comprising at least one of a dialer type or a dialing mode.

8. The system of claim 1 , wherein the at least a portion of the received information comprises a date and a time of an abandoned call result, and the condition comprises a time period before redial.

9. The system of claim 8 , wherein the instructions for determining that the call is to be made includes instructions for determining that the time period before redial has expired.

10. The system of claim 1 , wherein the at least a portion of the received information comprises a date and a time of a previous incoming call by the contact, and the condition comprises an elapsed time period since the previous incoming call.

11. The system of claim 10 , wherein the instructions for determining that the call is to be made includes instructions for determining that the elapsed time period is greater than or equal to the threshold amount.

12. The system of claim 1 , wherein the condition comprises a customer rank.

13. The system of claim 1 , wherein the criterion comprises a priority value.

Assignments (4)
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 067391/0121 →
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 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 1, 2014
From: ZYARKO, VADIM; ZGARDOVSKI, STANISLAV; KOLOMOYSKYY, OLEKSIY
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
Reel/Frame 032577/0546 →