IP Library Granted Patent US 9,590,930
Granted Patent B2
US 9,590,930 · App. 14/970,225 · Granted Mar 7, 2017

System and method for performing follow up based on user interactions

Inventor: Ron Karidi (New York, NY)
Assignee: LivePerson, Inc.
H04L51/04H04L67/02H04L67/22
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Quick Facts
Patent No.
US 9,590,930
App. No.
14/970,225
Granted
Mar 7, 2017
Kind
B2
Abstract

A system and method for follow up management comprising determining if a user has a repository record, extracting information from the repository record associated with the user, and acting on information stored in the repository record. The method may be practiced on a system for managing online interaction comprising a business rules engine a follow up repository, and a follow up engine.

Claims (50)

1. A computer-implemented method, comprising:

monitoring, on a computing device, activities during a communication session;

determining a follow-up action to perform based on a monitored activity;

determining when to perform the follow-up action based on the monitored activity, wherein the follow-up action is to be performed at a future trigger date;

storing information in a repository, wherein the information indicates the follow-up action and when to perform the follow-up action, and wherein the information stored in the repository is different from information stored in a file indicating whether a repository exists;

detecting the future trigger date;

retrieving the information stored in the repository when the future trigger date is detected;

determining the follow-up action to perform from the information stored in the repository; and

performing the follow-up action.

2. The method of claim 1 , wherein the information stored in the repository includes a history associated with a user associated with the monitored activity.

3. The method of claim 1 , wherein the follow-up action includes at least one or more of opening a communication channel, opening an engagement channel, or presenting an option to communicate using a communication channel.

4. The method of claim 1 , wherein the monitored activity includes a request to chat.

5. The method of claim 4 , wherein the follow-up action includes at least one or more of providing a chat to a user or providing an option to chat to the user.

6. The method of claim 1 , wherein the future trigger date includes a next communication session by a user associated with the monitored activity.

7. The method of claim 1 , wherein the future trigger date includes a determined future date.

8. The method of claim 1 , further comprising:

determining an expiration date for the information stored in the repository; and

storing the expiration date.

9. The system of claim 1 , further comprising:

determining an expiration date for the information stored in the repository; and

storing the expiration date.

10. A system, comprising:

a processor; and

a non-transitory computer-readable storage medium containing instructions configured to cause the processor to perform operations including:

monitoring, on a computing device, activities during a communication session;

determining a follow-up action to perform based on a monitored activity;

determining when to perform the follow-up action based on the monitored activity, wherein the follow-up action is to be performed at a future trigger date;

storing information in a repository, wherein the information indicates the follow-up action and when to perform the follow-up action, and wherein the information stored in the repository is different from information stored in a file indicating whether a repository exists;

detecting the future trigger date;

retrieving the information stored in the repository when the future trigger date is detected;

determining the follow-up action to perform from the information stored in the repository; and

performing the follow-up action.

11. The system of claim 10 , wherein the information stored in the repository includes a history associated with a user associated with the monitored activity.

12. The system of claim 10 , wherein the follow-up action includes at least one or more of opening a communication channel, opening an engagement channel, or presenting an option to communicate using a communication channel.

13. The system of claim 10 , wherein the monitored activity includes a request to chat.

14. The system of claim 13 , wherein the follow-up action includes at least one or more of providing a chat to a user or providing an option to chat to the user.

15. The system of claim 10 , wherein the future trigger date includes a next communication session by a user associated with the monitored activity.

16. The system of claim 10 , wherein the future trigger date includes a determined future date.

17. A computer-program product, tangibly embodied in a non-transitory machine-readable medium, including instructions configured to cause a data processing apparatus to:

monitoring, on a computing device, activities during a communication session;

determining a follow-up action to perform based on a monitored activity;

determining when to perform the follow-up action based on the monitored activity, wherein the follow-up action is to be performed at a future trigger date;

storing information in a repository, wherein the information indicates the follow-up action and when to perform the follow-up action, and wherein the information stored in the repository is different from information stored in a file indicating whether a repository exists;

detecting the future trigger date;

retrieving the information stored in the repository when the future trigger date is detected;

determining the follow-up action to perform from the information stored in the repository; and

performing the follow-up action.

18. The computer-program product of claim 17 , wherein the monitored activity includes a request to chat.

19. The computer-program product of claim 18 , wherein the follow-up action includes at least one or more of providing a chat to a user or providing an option to chat to the user.

20. The computer-program product of claim 17 , wherein the future trigger date includes a next communication session by a user associated with the monitored activity or a determined future date.

Assignments (3)
SECURITY INTEREST Recorded Sep 13, 2025
From: LIVEPERSON, INC.; VOICEBASE, INC.; LIVEPERSON AUTOMOTIVE, LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 072891/0627 →
PATENT SECURITY AGREEMENT Recorded Jun 3, 2024
From: LIVEPERSON, INC.; LIVEPERSON AUTOMOTIVE, LLC; VOICEBASE, INC.
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 067607/0073 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 10, 2017
From: KARIDI, RON
To: LIVEPERSON, INC.
Reel/Frame 040937/0483 →
Continuity (5)
Continuation 14244830 · Apr 3, 2014
Continuation 11360530 · Feb 24, 2006
Provisional Application 60716535 · Sep 14, 2005
Provisional Application 60717212 · Sep 15, 2005
Related Publication 20160248706A1 · Aug 25, 2016