IP Library Granted Patent US 10,296,915
Granted Patent B2
US 10,296,915 · App. 15/651,372 · Granted May 21, 2019

Customer management system

Inventor: Tomas Gorny (Scottsdale, AZ)
Assignee: Nextiva, Inc.
G06Q30/01
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Quick Facts
Patent No.
US 10,296,915
App. No.
15/651,372
Granted
May 21, 2019
Kind
B2
Abstract

A system and method are disclosed for scoring an interaction over one or more channels by an end user and an entity by monitoring the communications over the channels and assigning penalties and scores based on topics associated with the communications.

Claims (72)

1. A method of customer management, comprising:

receiving, by a computer comprising a memory and a processor, a request for a current satisfaction score of one or more end users;

scoring, by the computer, the satisfaction score by:

determining one or more topics associated with the one or more end users;

determining one more penalties associated with the one or more topics based on one or more topic points associated with one or more channels of communication; and

calculating the satisfaction score for the one or more end users using a scoring equation comprising the one or more penalties associated with the one or more topics; and

displaying, by the computer, the current satisfaction score of the one or more end users.

2. The method of claim 1 , wherein the one or more topic points comprises one or more of:

one or more penalty points; and

one or more repeat penalty points.

3. The method of claim 2 , wherein the scoring equation further comprises one or more forgiveness periods associated with the one or more topics.

4. The method of claim 2 , wherein the scoring equation further comprises one or more repeat penalty periods associated with the one or more topics.

5. The method of claim 1 , wherein the determining one or more penalties comprises:

monitoring, by the computer, communications over the one or more channels between the one or more end users and one or more entities;

associating, by the computer, the communications with the one or more topics and the one or more channels; and

adjusting, by the computer, the one or more topic points based on each of the communications associated with the one or more topics and the one or more channels.

6. The method of claim 5 , wherein adjusting the one or more topic points comprises:

comparing, by the computer, an expected resolve time of the one or more channels to an actual resolve time of the one or more channels;

applying, by the computer, an overage resolve penalty to the one or more topic points if the actual resolve time of the one or more channels exceeds the expected resolve time of the one or more channels;

comparing, by the computer, an expected response time of the one or more channels to an actual response time of the one or more channels; and

applying, by the computer, a delayed response penalty to the one or more topic points if the actual response time of the one or more channels exceeds the expected response time of the one or more channels.

7. The method of claim 1 , wherein the one or more channels of communication comprises one or more of:

a phone;

an e-mail; and

a text-based chat.

8. A customer management system, comprising:

one or more databases that store one or more penalties associated with one or more topics; and

a computer comprising a memory and a processor that:

receives a request for a current satisfaction score of one or more end users and score the satisfaction score by:

determining one or more topics associated with the one or more end users;

determining one more penalties associated with the one or more topics based on one or more topic points associated with one or more channels of communication; and

calculating the satisfaction score for the one or more end users using a scoring equation comprising the one or more penalties associated with the one or more topics; and

displays the current satisfaction score of the one or more end users.

9. The system of claim 8 , wherein the one or more topic points comprises one or more of:

one or more penalty points; and

one or more repeat penalty points.

10. The system of claim 9 , wherein the scoring equation further comprises one or more forgiveness periods associated with the one or more topics.

11. The system of claim 9 , wherein the scoring equation further comprises one or more repeat penalty periods associated with the one or more topics.

12. The system of claim 8 , wherein determining one or more penalties comprises:

monitoring communications over the one or more channels between the one or more end users and one or more entities;

associating the communications with the one or more topics and the one or more channels; and

adjusting the one or more topic points based on each of the communications associated with the one or more topics and the one or more channels.

13. The system of claim 12 , wherein adjusting the one or more topic points comprises:

comparing an expected resolve time of the one or more channels to an actual resolve time of the one or more channels;

applying an overage resolve penalty to the one or more topic points if the actual resolve time of the one or more channels exceeds the expected resolve time of the one or more channels;

comparing an expected response time of the one or more channels to an actual response time of the one or more channels; and

applying a delayed response penalty to the one or more topic points if the actual response time of the one or more channels exceeds the expected response time of the one or more channels.

14. The system of claim 8 , wherein the one or more channels of communication comprises one or more of:

a phone;

an e-mail; and

a text-based chat.

15. A non-transitory computer-readable medium embodied with software, the software when executed using one or more computer systems is programmed to:

receive a request for a current satisfaction score of one or more end users;

score the satisfaction score by:

determining one or more topics associated with the one or more end users;

determining one more penalties associated with the one or more topics based on one or more topic points associated with one or more channels of communication; and

calculating the satisfaction score for the one or more end users using a scoring equation comprising the one or more penalties associated with the one or more topics; and

display the current satisfaction score of the one or more end users.

16. The non-transitory computer-readable medium of claim 15 , wherein the one or more topic points comprises one or more of:

one or more penalty points; and

one or more repeat penalty points.

17. The non-transitory computer-readable medium of claim 16 , wherein the scoring equation further comprises one or more forgiveness periods associated with the one or more topics.

18. The non-transitory computer-readable medium of claim 16 , wherein the scoring equation further comprises one or more repeat penalty periods associated with the one or more topics.

19. The non-transitory computer-readable medium of claim 15 , wherein determining one or more penalties comprises:

monitoring communications over the one or more channels between the one or more end users and one or more entities;

associating the communications with the one or more topics and the one or more channels; and

adjusting the one or more topic points based on each of the communications associated with the one or more topics and the one or more channels.

20. The non-transitory computer-readable medium of claim 19 , wherein adjusting the one or more topic points comprises:

comparing, by the computer, an expected resolve time of the one or more channels to an actual resolve time of the one or more channels;

applying, by the computer, an overage resolve penalty to the one or more topic points if the actual resolve time of the one or more channels exceeds the expected resolve time of the one or more channels;

comparing, by the computer, an expected response time of the one or more channels to an actual response time of the one or more channels; and

applying, by the computer, a delayed response penalty to the one or more topic points if the actual response time of the one or more channels exceeds the expected response time of the one or more channels.

Assignments (3)
CORRECTIVE ASSIGNMENT TO CORRECT THE CORRECT THE PROPERTY NUMBERS PREVIOUSLY RECORDED AT REEL: 67172 FRAME: 404. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Apr 23, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067308/0183 →
SECURITY INTEREST Recorded Apr 19, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067172/0404 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 9, 2018
From: GORNY, TOMAS
To: NEXTIVA, INC.
Reel/Frame 047463/0191 →
Continuity (2)
Continuation 14485626 · Sep 12, 2014
Related Publication 20170316420A1 · Nov 2, 2017