IP Library Granted Patent US 10,902,367
Granted Patent B2
US 10,902,367 · App. 15/445,892 · Granted Jan 26, 2021

System and method for enhanced customer experience workflow

Inventor: Wayne Bevan (Hollister, CA)
Assignee: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
G06Q10/06316G06Q10/0633
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Quick Facts
Patent No.
US 10,902,367
App. No.
15/445,892
Granted
Jan 26, 2021
Kind
B2
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 (14)

1. A system for enhanced customer experience workflows, comprising:

a customer experience workflow integration server comprising a memory, a processor, and a plurality of programming instructions stored in the memory that, when operating on the processor, cause the processor to:

retrieve an existing customer experience workflow, the customer experience workflow comprising a plurality of workflow actions, wherein each of the plurality of workflow actions specifies a plurality of customer experience workflow events which, when received, trigger execution of the respective workflow action;

receive a customer experience workflow event resulting from an ongoing interaction with a customer;

access a customer profile pertaining to the customer from a customer relationship manager;

analyze data pertaining to the customer experience workflow using a business logic integration engine;

modify the customer experience workflow based on results of the data analysis; and

record the customer experience workflow in the customer profile.

2. The system of claim 1 , wherein the business logic integration engine analyzes the customer experience workflow using a plurality of specific keywords.

3. The system of claim 2 , wherein upon identifying a first keyword, an execution trigger, corresponding to the first keyword, is configured to execute one or more actions.

4. The system of claim 3 , wherein a first action of the one or more actions commences a new customer experience workflow.

5. The system of claim 2 , wherein upon identifying a second keyword, a time-based trigger, corresponding to the second keyword, is configured to execute an event in a second customer experience workflow after a specific time has elapsed.

6. The system of claim 2 , 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.

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

Assignments (7)
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 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 1, 2018
From: BEVAN, WAYNE
To: VIRTUAL HOLD TECHNOLOGY, LLC
Reel/Frame 045961/0422 →
Continuity (3)
Continuation 15268606 · Sep 18, 2016
Provisional Application 62310775 · Mar 20, 2016
Related Publication 20170270453A1 · Sep 21, 2017