Advising management system with sensor input
View Patent ↗Systems and methods to facilitate advising management are provided. A communication connection between an advisor and an advisee may be facilitated. First data captured via an end-user communication device may correspond to one or more sensor inputs. A set of qualification rules that includes a set of criteria for qualifying advisees based at least in part on captured data relating to advisees may be accessed. A first set of information for the first advisee may be derived based at least in part on the first data and the set of qualification rules. The first set of information may include a first characterization of the first advisee. Indication, to a computing device of the advisor, of the first characterization of the first advisee may be caused at a time corresponding to the communication connection between the advisor and the first advisee.
1. An advising management system, comprising:
one or more network interfaces configured to provide access to a network;
one or more storage media coupled to one or more processors to retain instructions;
the one or more processors coupled to the one or more network interfaces to enable communication with at least one advisor through the network, the one or more processors to execute the instructions to:
detect a location of an end-user communication device of a first advisee;
identify a geographic area proximal to the detected location in which to search for advisors;
process an indication of a selection of a user-selectable option, the indication of the selection coming via the network from an end-user communication device corresponding to the first advisee, the user-selectable option relating to communicating with a selected advisor among the advisors;
process identification information enabling identification of the first advisee;
process first data captured via the end-user communication device and received via the network, the first data corresponding to one or more sensor inputs from the end-user communication device;
access a set of qualification rules that includes a set of criteria for qualifying advisors based at least in part on (a) captured data relating to advisors, (b) jurisdiction requirements pertaining to the detected location regarding required qualifications for the advisors in the area and (c) a type of advice relating to one or more needs of the first advisee;
verify the selected advisor meets the qualification rules for the detected geolocation and that the selected advisor is authorized to provide advice on at least one advising need of the first advisee in a determined geographic area of the detected geolocation;
consequent to the indication of the selection of the user-selectable option, route a telephone call between an end-user device of the advisor and the end-user communication device of the first advisee;
perform a voice analysis by performing a cadence analysis on detected speech of the first advisee detected during the telephone call to (i) detect one or more voice cadence characteristics of the first advisee and (ii) determine voice analysis results comprising one or more states of the first advisee, during the telephone call, based on analyzing the cadence characteristics;
perform an environmental analysis during said telephone call to detect changes in an environment of said advisee during the telephone call by comparing a current environment of said advisee to environments detected during previous telephone calls with said advisee;
derive a first set of information for the first advisee based at least in part on the first data and the set of qualification rules by performing the voice analysis corresponding to the first advisee, the first set of information comprising a first characterization of the first advisee, the first characterization is based at least in part on the voice analysis; and
automatically present a graphical advisor dashboard, during the routed telephone call, to a user interface of the end-user device of the advisor, the dashboard comprising:
(i) the voice analysis results, comprising the states of the first advisee, being detected during the telephone call between the advisor and the first advisee; and
(ii) the environmental analysis results, which comprises said current environment of said advisee and a graphical comparison of said current environment to said environments detected during the previous telephone calls.
2. The advising management system of claim 1 , the one or more processors to further execute instructions to:
identify a recommendation for the advisor, the recommendation being a function of at least the first characterization of the first advisee and a set of advisor information relating to the advisor, the set of advisor information retained for the advisor; and
cause indication, to the end-user device of the advisor, of the recommendation.
3. The advising management system of claim 2 , wherein cause the indication, to the end-user device of the advisor, of the recommendation is during the communication session of the advisor and the first advisee, wherein the recommendation is to be presented during the communication session.
4. The advising management system of claim 1 , the one or more processors to further execute instructions to:
access a second set of information for the first advisee;
compare the first set of information for the advisee and the second set of information for the first advisee; and
determine one or more metrics of the first advisee, based at least in part on one or more of the first set of information for the advisee, the second set of information for the first advisee, and/or the comparing of the first set of information and the second set of information.
5. The advising management system of claim 4 , the one or more processors to further execute instructions to:
cause indication, to the end-user device of the advisor, of the one or more metrics of the first advisee.
6. The advising management system of claim 1 , wherein derive the first set of information for the first advisee comprises performing an environmental analysis corresponding to the first advisee, and the first characterization is based at least in part on the environmental analysis.
7. A method to facilitate advising management, the method comprising:
detecting, by the computer system, a location of an end-user communication device of a first advisee;
identifying, by the computer system, a geographic area proximal to the detected location in which to search for advisors;
processing, by a computer system, an indication of a selection of a user-selectable option, the indication of the selection coming via the network from an end-user communication device corresponding to a first advisee, the user-selectable option relating to communicating with a selected advisor among the advisors;
processing, by the computer system, identification information enabling identification of the first advisee;
processing, by the computer system, first data captured via the end-user communication device and received via the network, the first data corresponding to one or more sensor inputs from the end-user communication device;
accessing, by the computer system, a set of qualification rules that includes a set of criteria for qualifying advisors based at least in part on (a) captured data relating to advisors, (b) jurisdiction requirements pertaining to the detected location regarding required qualifications for the advisors in the area and (c) a type of advice relating to one or more needs of the first advisee;
verifying, by the computer system, the selected advisor meets the qualification rules for the detected geolocation and that the selected advisor is authorized to provide advice on at least one advising need of the first advisee in a determined geographic area of the detected geolocation;
consequent to the indication of the selection of the user-selectable option, routing, by the computer system, a telephone call between an end-user device of the advisor and the end-user communication device of the first advisee;
performing a voice analysis by performing a cadence analysis on detected speech of the first advisee detected during the telephone call to (i) detect one or more voice cadence characteristics of the first advisee and (ii) determine voice analysis results comprising one or more states of the first advisee, during the telephone call, based on analyzing the cadence characteristics;
performing an environmental analysis during said telephone call to detect changes in an environment of said advisee during the telephone call by comparing a current environment of said advisee to environments detected during previous telephone calls with said advisee;
deriving, by the computer system, a first set of information for the first advisee based at least in part on the first data and the set of qualification rules by performing the voice analysis corresponding to the first advisee, the first set of information comprising a first characterization of the first advisee, the first characterization is based at least in part on the voice analysis; and
automatically presenting, by the computer system, a graphical advisor dashboard, during the routed telephone call, to a user interface of the end-user device of the advisor, the dashboard comprising:
(i) the voice analysis results, comprising the states of the first advisee, being detected during the telephone call between the advisor and the first advisee; and
(ii) the environmental analysis results, which comprises said current environment of said advisee and a graphical comparison of said current environment to said environments detected during the previous telephone calls.
8. The method to facilitate advising management of claim 7 , further comprising:
identifying a recommendation for the advisor, the recommendation being a function of at least the first characterization of the first advisee and a set of advisor information relating to the advisor, the set of advisor information retained for the advisor; and
causing indication, to the end-user device of the advisor, of the recommendation.
9. The method to facilitate advising management of claim 8 , wherein the causing indication, to the computing end-user device of the advisor, of the recommendation is during the communication session of the advisor and the first advisee, wherein the recommendation is to be presented during the communication session.
10. The method to facilitate advising management of claim 7 , further comprising:
accessing a second set of information for the first advisee;
comparing the first set of information for the advisee and the second set of information for the first advisee; and
determining one or more metrics of the first advisee, based at least in part on one or more of the first set of information for the advisee, the second set of information for the first advisee, and/or the comparing of the first set of information and the second set of information.
11. The method to facilitate advising management of claim 10 , further comprising:
causing indication, to the end-user device of the advisor, of the one or more metrics of the first advisee.
12. The method to facilitate advising management of claim 10 , wherein the deriving the first set of information for the first advisee comprises performing an environmental analysis corresponding to the first advisee, and the first characterization is based at least in part on the environmental analysis.
13. One or more non-transitory, machine-readable media having machine-readable instructions thereon for facilitating advising management, which instructions, when executed by one or more computers or other processing devices, cause the one or more computers or other processing devices to:
detect a location of an end-user communication device of a first advisee;
identify a geographic area proximal to the detected location in which to search for advisors;
process an indication of a selection of a user-selectable option, the indication of the selection coming via the network from an end-user communication device corresponding to a first advisee, the user-selectable option relating to cummunicating with a selected advisor among the advisors;
process identification information enabling identification of the first advisee;
process first data captured via the end-user communication device and received via the network, the first data corresponding to one or more sensor inputs from the end-user communication device;
access a set of qualification rules that includes a set of criteria for qualifying advisors based at least in part on (a) captured data relating to advisors, (b) jurisdiction requirements pertaining to the detected location regarding required qualifications for the advisors in the area and (c) a type of advice relating to one or more needs of the first advisee;
verify the selected advisor meets the qualification rules for the detected geolocation and that the selected advisor is authorized to provide advice on at least one advising need of the first advisee in a determined geographic area of the detected geolocation;
consequent to the indication of the selection of the user-selectable option, route a telephone call between an end-user device of the advisor and the end-user communication device of the first advisee;
perform a voice analysis by performing a cadence analysis on detected speech of the first advisee detected during the telephone call to (i) detect one or more voice cadence characteristics of the first advisee and (ii) determine voice analysis results comprising one or more states of the first advisee, during the telephone call, based on analyzing the cadence characteristics;
perform an environmental analysis during said telephone call to detect changes in an environment of said advisee during the telephone call by comparing a current environment of said advisee to environments detected during previous telephone calls with said advisee;
derive a first set of information for the first advisee based at least in part on the first data and the set of qualification rules by performing the voice analysis corresponding to the first advisee, the first set of information comprising a first characterization of the first advisee, the first characterization is based at least in part on the voice analysis; and
automatically present a graphical advisor dashboard, during the routed telephone call, to a user interface of the end-user device of the advisor, the dashboard comprising:
(i) the voice analysis results, comprising the states of the first advisee, being detected during the telephone call between the advisor and the first advisee; and
(ii) the environmental analysis results, which comprises said current environment of said advisee and a graphical comparison of said current environment to said environments detected during the previous telephone calls.
14. The one or more non-transitory, machine-readable media of claim 13 , wherein the instructions, when executed by the one or more computers or other processing devices, cause the one or more computers or other processing devices to further:
identify a recommendation for the advisor, the recommendation being a function of at least the first characterization of the first advisee and a set of advisor information relating to the advisor, the set of advisor information retained for the advisor; and
cause indication, to the end-user device of the advisor, of the recommendation.
15. The one or more non-transitory, machine-readable media of claim 14 , wherein cause the indication, to the computing end-user device of the advisor, of the recommendation is during the communication session of the advisor and the first advisee, wherein the recommendation is to be presented during the communication session.
16. The one or more non-transitory, machine-readable media of claim 13 , wherein the instructions, when executed by the one or more computers or other processing devices, cause the one or more computers or other processing devices to further:
access a second set of information for the first advisee;
compare the first set of information for the advisee and the second set of information for the first advisee; and
determine one or more metrics of the first advisee, based at least in part on one or more of the first set of information for the advisee, the second set of information for the first advisee, and/or the comparing of the first set of information and the second set of information.
17. The one or more non-transitory, machine-readable media of claim 16 , wherein the instructions, when executed by the one or more computers or other processing devices, cause the one or more computers or other processing devices to further:
cause indication, to the end-user device of the advisor, of the one or more metrics of the first advisee.