IP Library Granted Patent US 10,311,450
Granted Patent B2
US 10,311,450 · App. 14/448,888 · Granted Jun 4, 2019

System and method for managing customer feedback

Inventors: Cris Bjelajac (Westford, MA); David Sudbey (Daly City, CA); John Tallarico (Daly City, CA); Marc Verschoor (Rhoon, NL)
G06Q30/0201
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 10,311,450
App. No.
14/448,888
Granted
Jun 4, 2019
Kind
B2
Abstract

In a method for managing customer feedback, the method includes: receiving, by a processor, an answer to a survey question, wherein the answer to the survey question is associated with a customer; transmitting, by the processor, a notification to a first electronic device, in response to the answer to the survey question having a value less than a threshold value; receiving, by the processor, a reply communication via a first communication medium from the first electronic device, wherein the reply communication comprises an instruction to contact the customer; and initiating a connection, by the processor, between the first electronic device and a second electronic device associated with the customer in a second communication medium different from the first communication medium in response to the receiving of the reply communication.

Claims (49)

1. A method for automatically triggering a communication session the method comprising:

receiving, by a processor, an answer to a survey question, wherein the answer to the survey question is associated with a customer;

identifying, by the processor, an agent for handling a communication session with the customer, in response to the answer to the survey question having a value less than a threshold value, wherein the identifying of the agent for handling the communication comprises accessing pre-stored profile data corresponding to a plurality of agents, and automatically identifying a profile corresponding to the agent from among the plurality of agents based on the profile comprising information indicating a proficiency level for a subject matter of the survey question;

automatically transmitting, by the processor, a short message service notification message to a first electronic device operated by the agent;

receiving, by the processor, a short message service reply communication via a short message service communication medium from the first electronic device operated by the agent, wherein the short message service reply communication indicates an instruction to contact the customer;

after receiving the short message service reply communication, automatically transmitting, by the processor, a signal to a switch to initiate a voice communication with a second electronic device associated with the customer requesting permission to initiate a connection with the first electronic device;

after automatically transmitting the signal to the switch to initiate the voice communication with the second electronic device associated with the customer, detecting, by the processor, the voice communication with the second electronic device is not successful;

in response to detecting the voice communication with the second electronic device is not successful, automatically initiating, by the processor, a communication with the second electronic device or another device associated with the customer via an alternative communication channel;

receiving, by the processor, a confirmation from the second electronic device or the another device associated with the customer indicating permission to initiate the communication via the alternative communication channel;

receiving, by the processor, a signal confirming successful connection for an alternative channel communication with the second electronic device or the another device via the alternative communication channel; and

after receiving the signal confirming the successful connection with the second electronic device or the another device via the alternative communication channel, automatically transmitting, by the processor, a signal to the switch to bridge the alternative channel communication between the first electronic device operated by the agent and the second electronic device or the another device associated with the customer in the alternative communication channel.

2. The method of claim 1 , further comprising transmitting, by the processor, the survey question to the second electronic device.

3. The method of claim 1 , further comprising initiating, by the processor, a first communication with the first electronic device and a second communication with the second electronic device prior to the initiating of the connection of the first electronic device to the second electronic device.

4. The method of claim 1 , further comprising transmitting, by the processor, profile information regarding the customer.

5. The method of claim 1 , wherein the notification comprises a short message service text message.

6. The method of claim 1 , wherein the reply communication comprises a short message service text message.

7. The method of claim 1 , further comprising initiating one or more alternative communications to one or more electronic devices associated with the customer in response to the connection between the first electronic device and the second electronic device not being successful.

8. The method of claim 1 , further comprising:

identifying, by the processor, a plurality of key performance indicators (KPis); and generating, by the processor, a user interface for creating the survey question and establishing a relative weight for a corresponding key performance indicator among the plurality of KPIs.

9. The method of claim 1 , further comprising:

associating, by the processor, the answer to the survey question with a corresponding key performance indicator (KPI);

calculating, by the processor, a KPI score for the answer to the survey question based on the corresponding KPI and the answer to the survey question normalized to a predetermined range of scores; and

outputting, by the processor, the KPI score for prompting an action in response.

10. A system for automatically triggering a communication session, the system comprising:

a switch configured to receive a plurality of communications for routing to one or more contact center resources;

a processor coupled to the switch; and

a memory coupled to the processor, wherein the memory stores instructions that, when executed by the processor, cause the processor to:

receive an answer to a survey question, wherein the answer to the survey question is associated with a customer;

identify an agent for handling a communication session with the customer, in response to the answer to the survey question having a value less than a threshold value, wherein the identifying of the agent for handling the communication comprises accessing pre-stored profile data corresponding to a plurality of agents, and automatically identifying a profile corresponding to the agent from among the plurality of agents based on the profile comprising information indicating a proficiency level for a subject matter of the survey question;

automatically transmit a short message service notification message to a first electronic device operated by the agent;

receive a short message service reply communication via a short message service communication medium from the first electronic device operated by the agent, wherein the short message service reply communication indicates an instruction to contact the customer;

after receiving the short message service reply communication, automatically transmit a signal to the switch to initiate a voice communication with a second electronic device associated with the customer requesting permission to initiate a connection with the first electronic device;

after automatically transmitting the signal to the switch to initiate the voice communication with the second electronic device associated with the customer, detect the voice communication with the second electronic device is not successful;

in response to detecting the voice communication with the second electronic device is not successful, automatically initiate a communication with the second electronic device or another device associated with the customer via an alternative communication channel;

receive a confirmation from the second electronic device or the another device associated with the customer indicating permission to initiate the communication via the alternative communication channel;

receive a signal confirming successful connection for an alternative channel communication with the second electronic device or the another device via the alternative communication channel; and

after receiving the signal confirming the successful connection with the second electronic device or the another device via the alternative communication channel, automatically transmit a signal to the switch to bridge the alternative channel communication between the first electronic device operated by the agent and the second electronic device or the another device associated with the customer in the alternative communication channel.

11. The system of claim 10 , wherein the instructions further cause the processor to transmit the survey question to the second electronic device.

12. The system of claim 10 , wherein the instructions further cause the processor to initiate a first communication with the first electronic device and a second communication with the second electronic device prior to the initiating of the connection of the first electronic device to the second electronic device.

13. The system of claim 10 , wherein the instructions further cause the processor to transmit profile information regarding the customer.

14. The system of claim 10 , wherein the notification comprises a short message service text message.

15. The system of claim 10 , wherein the reply communication comprises a short message service text message.

16. The system of claim 10 , wherein the instructions further cause the processor to initiate one or more alternative communications to one or more electronic devices associated with the customer in response to the connection between the first electronic device and the second electronic device not being successful.

17. The system of claim 10 , wherein the instructions further cause the processor to: identify a plurality of key performance indicators (KPis); and

generate a user interface for creating the survey question and establishing a relative weight for a corresponding key performance indicator among the plurality of KPis.

18. The system of claim 10 , wherein the instructions further cause the processor to:

associate the answer to the survey question with a corresponding key performance indicator (KPI);

calculate a KPI score for the answer to the survey question based on the corresponding KPI and the answer to the survey question normalized to a predetermined range of scores; and

output the KPI score for prompting an action in response.

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 067390/0336 →
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 Dec 5, 2014
From: BJELAJAC, CRIS; SUDBEY, DAVID; TALLARICO, JOHN; VERSCHOOR, MARC
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
Reel/Frame 034392/0770 →
Continuity (1)
Related Publication 20160034918A1 · Feb 4, 2016
Cited By (2)
US 12,315,604 US 12,567,482