IP Library Granted Patent US 9,582,779
Granted Patent B1
US 9,582,779 · App. 15/268,606 · Granted Feb 28, 2017

System and method for enhanced customer experience workflow

Inventor: Wayne Bevan (Hollister, CA)
Assignee: Virtual Hold Technology, LLC
G06Q10/0633
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 9,582,779
App. No.
15/268,606
Granted
Feb 28, 2017
Kind
B1
Abstract

A system for enhanced customer experience workflows, comprising a workflow integration server configured to receive at least a plurality of customer interaction information, and configured to produce at least a plurality of interaction workflow events based at least in part on at least a portion of the customer interaction information, and configured to transmit at least a portion of the interaction workflow events via a network; wherein at least a portion of the customer interaction information is received from a customer interaction system, and at least a portion of the interaction workflow events are produced automatically, and at least a portion of the customer interaction information is received while an interaction is in progress, and at least a portion of the workflow events are produced and transmitted while the interaction is in progress.

Claims (31)

1. A system for enhanced customer experience workflows, comprising: a packet-switched network-connected customer experience workflow integration server comprising at least a plurality of programming instructions stored in a memory and operating on a processor, the programming instructions configured to enhance customer experience comprising:

a plurality of workflows;

a plurality of interaction workflow events;

a plurality of connections from a plurality of external systems;

a plurality of customer profiles;

a data integration engine;

and, a business logic integration engine;

wherein the data integration engine is configured to receive at least a portion of the plurality of workflow events from at least one external system of the plurality of external systems;

wherein the data integration engine is further configured to analyze the plurality of workflow events to identify a plurality of specific keywords;

wherein upon identifying a first keyword, an execution trigger, corresponding to the first keyword, is configured to execute one or more actions;

wherein upon identifying a second keyword, a time-based trigger, corresponding to the second keyword, is configured to execute an event in a second workflow after a certain timeframe has passed;

wherein upon the second workflow being within a certain time window of execution, the time-based trigger halts execution of the second workflow;

and wherein the business logic integration engine is configured to: perform an analysis on at least the portion of the interaction workflow events from the data integration engine; modify one or more workflows based on the analysis; store the modified one or more workflows in one or more customer profiles of the plurality of customer profiles.

2. The system of claim 1 , wherein a first action of the one or more actions is to commence a first workflow of the plurality of workflows.

3. The system of claim 1 , wherein upon identifying a combination of two or more keywords of the plurality of keywords, a multiply-dependent trigger, corresponding to the combination of two or more keywords, is configured to execute one or more actions.

4. The system of claim 1 , further comprising a reporting service wherein the reporting service compiles a workflow results report based at least in part on modified workflows.

5. A method for enhanced customer experience workflows, comprising:

deploying a packet-switched network-connected customer experience workflow integration server comprising at least a plurality of programming instructions stored in a memory and operating on a processor, the programming instructions configured to enhance customer experience comprising the steps of:

receiving a plurality of connections from a plurality of external systems;

receiving, at a data integration engine, at least a portion of a plurality of interaction workflow events from one or more external systems of the plurality of external systems;

analyzing the plurality of workflow events;

identifying a plurality of specific keywords within the workflow events, wherein upon identifying a first keyword, configuring an execution trigger, corresponding to the first keyword, to execute one or more actions;

wherein upon identifying a second keyword, configuring a time-based trigger, corresponding to the second keyword, to execute an event in a second workflow after a certain timeframe has passed; wherein upon the second workflow being within a certain time window of execution, halting, by the time-based trigger, execution of the second workflow;

receiving, at a business logic integration engine, a plurality of workflows from a customer relationship management system;

receiving, at a business logic integration engine, a plurality of customer profiles from the customer relationship management system;

performing, at the business logic integration engine, an analysis on at least the portion of the interaction workflow events from the data integration engine;

modifying, at the business logic integration engine, one or more workflows based on the analysis;

and, storing, by the business logic integration engine, the modified one or more workflows in one or more customer profiles of the plurality of customer profiles of the customer relationship management system.

6. The method of claim 5 , wherein a first action of the one or more actions is to commence a first workflow of the plurality of workflows.

7. The method of claim 5 , further comprising the step of: upon identifying a combination of two or more keywords of the plurality of keywords, configuring a multiply-dependent trigger, corresponding to the combination of two or more keywords, to execute one or more actions.

8. The method of claim 5 , further comprising the step of compiling, by a reporting service, a report of workflow results based, at least in part, on the modified one or more workflows.

Assignments (8)
SUPPLEMENT NO. 1 TO GRANT OF SECURITY INTEREST IN PATENT RIGHTS Recorded Oct 31, 2022
From: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 061808/0358 →
RELEASE OF SECURITY INTEREST Recorded Aug 16, 2022
From: MONROE CAPITAL MANAGEMENT ADVISORS, LLC
To: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC; CALLPROMISE LLC
Reel/Frame 061201/0768 →
RELEASE OF SECURITY INTEREST Recorded Jan 25, 2022
From: PNC BANK, NATIONAL ASSOCIATION
To: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC; CALLPROMISE LLC
Reel/Frame 058765/0233 →
SECURITY INTEREST Recorded Dec 21, 2021
From: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC; CALLPROMISE LLC
To: MONROE CAPITAL MANAGEMENT ADVISORS, LLC, AS ADMINISTRATIVE AGENT
Reel/Frame 058562/0624 →
SECURITY INTEREST Recorded Jul 30, 2018
From: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
To: PNC BANK, NATIONAL ASSOCIATION
Reel/Frame 046500/0207 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 18, 2018
From: VIRTUAL HOLD TECHNOLOGY, LLC
To: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
Reel/Frame 046573/0203 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CONVEYING PARTY PREVIOUSLY RECORDED ON REEL 040721 FRAME 0796. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Jan 5, 2017
From: BEVAN, WAYNE
To: VIRTUAL HOLD TECHNOLOGY, LLC
Reel/Frame 041268/0418 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 13, 2016
From: VIRTUAL HOLD TECHNOLOGY, LLC
To: VIRTUAL HOLD TECHNOLOGY, LLC
Reel/Frame 040721/0796 →
Continuity (1)
Provisional Application 62310775 · Mar 20, 2016