IP Library Granted Patent US 9,948,582
Granted Patent B2
US 9,948,582 · App. 15/409,720 · Granted Apr 17, 2018

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 9,948,582
App. No.
15/409,720
Granted
Apr 17, 2018
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 (40)

1. A computer-implemented method, comprising:

accessing a repository with stored information, wherein the stored information indicates one or more follow-up actions to perform, one or more future trigger events indicating when to perform the one or more follow-up actions, and one or more communication methods for performing the one or more follow-up actions, wherein the stored information is based on one or more activities monitored during a communication session, and wherein the stored information is different from information stored in a file indicating whether a repository exists;

retrieving the stored information from the repository;

detecting a future trigger event from the one or more future trigger events;

determining a follow-up action to perform from the stored information, wherein the follow-up action is associated with the future trigger event;

determining a communication method for performing the follow-up action, wherein the communication method is determined from the stored information; and

performing the follow-up action using the communication method.

2. The method of claim 1 , wherein the communication method is different than a communication method used to perform the communication session.

3. The method of claim 1 , wherein the communication method includes a messaging communication method for exchanging messages using a messaging system.

4. The method of claim 1 , wherein the communication method includes at least one or more of a messaging communication method, a telephonic communication method, or a website.

5. The method of claim 1 , wherein the stored information includes a history associated with a user associated with the one or more monitored activities during the communication session.

6. The method of claim 1 , wherein the one or more monitored activities include a request to communicate with an agent using a messaging system.

7. The method of claim 6 , wherein the follow-up action includes at least one or more of providing a message to a user using the messaging system or providing an option for the user to use the messaging system.

8. The method of claim 1 , wherein the future trigger event includes a next communication session by a user associated with the one or more monitored activities.

9. The method of claim 1 , wherein the future trigger event includes a determined future 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:

accessing a repository with stored information, wherein the stored information indicates one or more follow-up actions to perform, one or more future trigger events indicating when to perform the one or more follow-up actions, and one or more communication methods for performing the one or more follow-up actions, wherein the stored information is based on one or more activities monitored during a communication session, and wherein the stored information is different from information stored in a file indicating whether a repository exists;

retrieving the stored information from the repository;

detecting a future trigger event from the one or more future trigger events;

determining a follow-up action to perform from the stored information, wherein the follow-up action is associated with the future trigger event;

determining a communication method for performing the follow-up action, wherein the communication method is determined from the stored information; and

performing the follow-up action using the communication method.

11. The system of claim 10 , wherein the communication method is different than a communication method used to perform the communication session.

12. The system of claim 10 , wherein the communication method includes a messaging communication method for exchanging messages using a messaging system.

13. The system of claim 10 , wherein the stored information includes a history associated with a user associated with the one or more monitored activities during the communication session.

14. The system of claim 10 , wherein the one or more monitored activities include a request to communicate with an agent using a messaging system.

15. The system of claim 14 , wherein the follow-up action includes at least one or more of providing a message to a user using the messaging system or providing an option to the user to use the messaging system.

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

access a repository with stored information, wherein the stored information indicates one or more follow-up actions to perform, one or more future trigger events indicating when to perform the one or more follow-up actions, and one or more communication methods for performing the one or more follow-up actions, wherein the stored information is based on one or more activities monitored during a communication session, and wherein the stored information is different from information stored in a file indicating whether a repository exists;

retrieve the stored information from the repository;

detect a future trigger event from the one or more future trigger events;

determine a follow-up action to perform from the stored information, wherein the follow-up action is associated with the future trigger event;

determine a communication method for performing the follow-up action, wherein the communication method is determined from the stored information; and

perform the follow-up action using the communication method.

17. The computer-program product of claim 16 , wherein the communication method is different than a communication method used to perform the communication session.

18. The computer-program product of claim 16 , wherein the communication method includes a messaging communication method for exchanging messages using a messaging system.

19. The computer-program product of claim 16 , wherein the communication method includes at least one or more of a messaging communication method, a telephonic communication method, or a website.

20. The computer-program product of claim 16 , wherein the one or more monitored activities include a request to communicate with an agent using a messaging system, and wherein the follow-up action includes at least one or more of providing a message to a user using the messaging system or providing an option to the user to use the messaging system.

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 Jun 14, 2017
From: KARIDI, RON
To: LIVEPERSON, INC.
Reel/Frame 042706/0648 →
Continuity (6)
Continuation 14970225 · Dec 15, 2015
Continuation 14244830 · Apr 3, 2014
Continuation 11360530 · Feb 24, 2006
Provisional Application 60716535 · Sep 14, 2005
Provisional Application 60717212 · Sep 15, 2005
Related Publication 20170272387A1 · Sep 21, 2017