IP Library Granted Patent US 9,384,496
Granted Patent B2
US 9,384,496 · App. 14/859,659 · Granted Jul 5, 2016

Call tracking system and method

Inventors: William Fisher (Rochester, NY); Robert Deming (Avon, NY)
Assignee: Soleo Communications, Inc
G06Q30/0242H04M3/2218H04M3/2281H04M3/42H04M3/42059H04M3/487H04M3/493
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Quick Facts
Patent No.
US 9,384,496
App. No.
14/859,659
Granted
Jul 5, 2016
Kind
B2
Abstract

Methods and systems for capturing and tracking call information relating to a call from a user to a merchant are provided. According to one embodiment of the disclosed subject matter, a request for a call to a merchant from a user on a device is received and a data connection is initiated with a call analytics platform over which user information is sent from the device to the platform. A unique number allowing the device to call the platform is then passed back to the device. The device calls the platform, call context data is captured, and the call is processed to the merchant. Information relating to the user and merchant call is tracked and logged.

Claims (45)

1. A method, comprising:

receiving, with a server, user information from a user device, the user information including a first identifier unique to at least one of the user device or a user of the user device, a second identifier indicating a particular content item rendered via the user device, and a third identifier indicating a sponsor that is associated with the particular content item and that is at least partly responsible for providing the particular content item;

receiving, with the server, a request from the user device to initiate a connection between the device and an entity corresponding to the particular content item;

at least partly in response to receiving the request,

establishing, via the server, a connection between the user device and a device of the entity, and

capturing, with the server, call information associated with the connection, wherein the call information includes an audio recording corresponding to the connection; and

generating an electronic call record corresponding to the connection, wherein the call record comprises the audio recording, and the first, second, and third identifiers.

2. The method of claim 1 , wherein the entity comprises a first entity and the sponsor comprises a second entity different from the first entity.

3. The method of claim 1 , wherein the user information is sent via a mobile device application operable on the user device.

4. The method of claim 1 , wherein the first identifier comprises at least one of an account code of the user, a name of the user, an address of the user, a serial number of the user device, or a telephone number of the user device.

5. The method of claim 1 , wherein the audio recording comprises a recording of a conversation between a first user operating the user device and a second user operating the device of the entity.

6. The method of claim 1 , wherein the call information comprises at least one of a start time of the connection, an end time of the connection, a connection duration, a telephone number of the user device, a telephone number of the entity, or an indication of an input received via the user device while the connection was active.

7. The method of claim 1 , further comprising storing at least one of the first identifier, the second identifier, or the third identifier in a database associated with the server, and retrieving the at least one of the first identifier, the second identifier, or the third identifier at least partly in response to receiving the request.

8. The method of claim 1 , further comprising disabling the connection between the user device and the device of the entity, and generating the electronic call record at least partly in response to disabling the connection.

9. The method of claim 1 , further comprising providing, via the server, the electronic call record to at least one of the sponsor or the entity.

10. A method, comprising:

receiving, with a server, a request from a user device to initiate a connection between the user device and a entity corresponding to a particular content item rendered via the user device;

at least partly in response to receiving the request,

establishing, via the server, a connection between the user device and a device of the entity, and

capturing, with the server, call information associated with the connection, wherein the call information includes an audio recording corresponding to the connection;

disabling the connection between the user device and the device of the entity;

receiving, with the server, user information from the user device, the user information including a first identifier and a second identifier, wherein:

the first identifier is unique to at least one of the user device or a user of the user device,

the second identifier indicates at least one of the particular content item rendered via the user device or a sponsor that is at least partly responsible for providing the particular content item, and

the user information is received by the server while the connection is active or after the connection has been disabled; and

generating an electronic call record corresponding to the connection, wherein the call record comprises the audio recording, the first identifier, and the second identifier.

11. The method of claim 10 , wherein the user information comprises information stored via a mobile device application operable on the user device and at least partly in response to an input received via the user device during or after the particular content item has been rendered.

12. The method of claim 10 , wherein the user information is received by the server at least partly in response to the connection being disabled.

13. The method of claim 10 , wherein the first identifier comprises at least one of an account code of the user, a name of the user, an address of the user, a serial number of the user device, or a telephone number of the user device.

14. The method of claim 10 , wherein the audio recording comprises a recording of a conversation between a first user operating the user device and a second user operating the device of the entity, the method further comprising receiving the audio recording, from the user device, with the server.

15. The method of claim 10 , wherein the call information comprises at least one of a start time of the connection, an end time of the connection, a connection duration, a telephone number of the user device, a telephone number of the entity, or an indication of an input received via the user device while the connection was active.

16. The method of claim 10 , further comprising storing at least one of the first identifier or the second identifier in a database associated with the server, wherein generating the call record comprises retrieving the at least one of the first identifier or the second identifier from the database.

17. A system, comprising:

a server computer; and

a non-transitory computer-readable memory storing instructions that, when executed by the server computer, cause the server computer to perform steps, comprising:

receiving user information from a user device, the user information including a first identifier unique to at least one of the user device or a user of the user device, a second identifier indicating a particular content item rendered via the user device, and a third identifier indicating a sponsor that is associated with the particular content item and that is at least partly responsible for providing the particular content item;

establishing, via the server computer, a connection between the user device and a device of an entity corresponding to the particular content item;

capturing call information associated with the connection, wherein the call information includes an audio recording corresponding to the connection; and

generating an electronic call record corresponding to the connection, wherein the call record comprises the audio recording, and the first, second, and third identifiers.

18. The system of claim 17 , wherein the user information is received by the server computer while the connection is active or after the connection has been disabled.

19. The system of claim 17 , wherein the user information comprises information stored via a mobile device application operable on the user device and at least partly in response to an input received via the user device during or after the particular content item has been rendered.

20. The system of claim 17 , wherein the steps further include:

storing at least one of the first identifier, the second identifier, or the third identifier in the non-transitory computer readable memory;

receiving a request from the user device to initiate the connection between the user device and the device of the entity; and

retrieving the at least one of the first identifier, the second identifier, or the third identifier at least partly in response to receiving the request.

Assignments (4)
RELEASE OF SECURITY INTEREST Recorded Apr 25, 2019
From: SOLEO COMMUNICATIONS INC
To: SILICON VALLEY BANK
Reel/Frame 048999/0373 →
SECURITY INTEREST Recorded Apr 25, 2019
From: SOLEO COMMUNICATIONS INC
To: M&T BANK
Reel/Frame 048999/0870 →
SECURITY INTEREST Recorded Aug 11, 2017
From: SOLEO COMMUNICATIONS, INC.
To: SILICON VALLEY BANK
Reel/Frame 043265/0599 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 21, 2015
From: FISHER, WILLIAM; DEMING, ROBERT
To: SOLEO COMMUNICATIONS, INC.
Reel/Frame 036611/0466 →
Continuity (4)
Continuation In Part 14329352 · Jul 11, 2014
Continuation 13279162 · Oct 21, 2011
Provisional Application 61442423 · Feb 14, 2011
Related Publication 20160012471A1 · Jan 14, 2016