Granted Patent B2

US 10,217,121 · App. 15/821,251 · Granted Feb 26, 2019

Inventor: Mehul Jain (Foster City, CA)

Assignee: YP LLC

G06Q30/0201H04L67/16H04L67/306H04L67/38

Abstract

Claims (77)

1. An advising management system comprising:

one or more network interfaces configured to provide access to a network;

one or more storage media coupled to one or more processors to retain instructions;

the one or more processors coupled to the one or more network interfaces to enable communication with at least one advisor through the network, the one or more processors to execute the instructions to:

detect a geolocation of an end-user communication device of an advisee;

identify a geographic area proximal to the detected geolocation in which to search for advisors;

access a set of qualification rules that includes a set of criteria for qualifying advisors based at least in part on (a) captured data relating to advisors, (b) jurisdiction requirements pertaining to the detected geolocation regarding required qualifications for the advisors in an area and (c) a type of advice relating to one or more needs of the advisee;

detect an indication of a selection of a user-selectable option, selected via an end-user communication device, corresponding to a selection of an advisor among a plurality of advisors;

verify the selected advisor meets the qualification rules for the detected geolocation and that the advisor is authorized to provide advice on at least one advising need of the first advisee in a determined geographic area of the detected geolocation;

route a telephone call between an end-user device of the advisor and the end-user communication device of the advisee in response to the indication of the selection of the user-selectable option;

perform a voice analysis by performing a cadence analysis on detected speech of the advisee detected during the telephone call to (i) detect one or more voice cadence characteristics of the advisee and (ii) determine voice analysis results comprising one or more states of the advisee, during the telephone call, based on analyzing the cadence characteristics;

perform an environmental analysis during the telephone call to detect changes in an environment of the advisee during the telephone call by comparing a current environment of the advisee to environments detected during previous telephone calls with the advisee; and

automatically present a graphical advisor dashboard, during the routed telephone call, to a user interface of the end-user device of the advisor, the dashboard comprising at least one of:

(i) the voice analysis results, comprising the states of the advisee, being detected during the telephone call between the advisor and the advisee; and

(ii) the environmental analysis results, which comprises the current environment of the advisee and a graphical comparison of the current environment to the environments detected during the previous telephone calls.

2. The advising management system of claim 1 , the one or more processors to further execute instructions to:

process first data captured via the end-user communication device and received via the network, the first data corresponding to one or more sensor inputs from the end-user communication device;

derive a first set of information for the advisee based at least in part on the first data and the set of qualification rules by performing the voice analysis corresponding to the advisee, the first set of information comprising a first characterization of the advisee, the first characterization is based at least in part on the voice analysis;

identify a recommendation for the advisor, the recommendation being a function of at least the first characterization of the advisee and a set of advisor information relating to the advisor, the set of advisor information retained for the advisor; and

cause indication, to the end-user device of the advisor, of the recommendation.

3. The advising management system of claim 2 , wherein cause the indication, to the end-user device of the advisor, of the recommendation is during a communication session of the advisor and the advisee, wherein the recommendation is to be presented during the communication session.

4. The advising management system of claim 2 , the one or more processors to further execute instructions to:

access a second set of information for the advisee;

compare the first set of information for the advisee and the second set of information for the advisee; and

determine one or more metrics of the advisee, based at least in part on one or more of the first set of information for the advisee, the second set of information for the advisee, and/or the comparing of the first set of information and the second set of information.

5. The advising management system of claim 4 , the one or more processors to further execute instructions to:

cause indication, to the end-user device of the advisor, of the one or more metrics of the advisee.

6. The advising management system of claim 2 , wherein derive the first set of information for the advisee comprises performing an environmental analysis corresponding to the advisee, and the first characterization is based at least in part on the environmental analysis.

7. A method to facilitate advising management, the method comprising:

detecting, by the computer system, a geolocation of an end-user communication device of an advisee;

identifying, by the computer system, a geographic area proximal to the detected geolocation in which to search for advisors;

accessing, by the computer system, a set of qualification rules that includes a set of criteria for qualifying advisors based at least in part on (a) captured data relating to advisors, (b) jurisdiction requirements pertaining to the detected geolocation regarding required qualifications for the advisors in an area and (c) a type of advice relating to one or more needs of the advisee;

detecting, by a computer system, an indication of a selection of a user-selectable option, selected via an end-user communication device, corresponding to a selection of an advisor among a plurality of advisors;

verifying, by the computer system, the advisor meets the qualification rules for the detected geolocation and that the advisor is authorized to provide advice on at least one advising need of the advisee in a determined geographic area of the detected geolocation;

routing, by the computer system, a telephone call between an end-user device of the advisor and the end-user communication device of the advisee in response to the indication of the selection of the user-selectable option;

performing a voice analysis by performing a cadence analysis on detected speech of the advisee detected during the telephone call to (i) detect one or more voice cadence characteristics of the advisee and (ii) determine voice analysis results comprising one or more states of the advisee, during the telephone call, based on analyzing the cadence characteristics;

performing an environmental analysis during the telephone call to detect changes in an environment of the advisee during the telephone call by comparing a current environment of the advisee to environments detected during previous telephone calls with the advisee; and

automatically presenting, by the computer system, a graphical advisor dashboard, during the routed telephone call, to a user interface of the end-user device of the advisor, the dashboard comprising at least one of:

(i) the voice analysis results, comprising the states of the advisee, being detected during the telephone call between the advisor and the advisee; and

(ii) the environmental analysis results, which comprises the current environment of the advisee and a graphical comparison of the current environment to the environments detected during the previous telephone calls.

8. The method to facilitate advising management of claim 7 , further comprising:

processing, by the computer system, first data captured via the end-user communication device and received via the network, the first data corresponding to one or more sensor inputs from the end-user communication device;

deriving, by the computer system, a first set of information for the advisee based at least in part on the first data and the set of qualification rules by performing the voice analysis corresponding to the advisee, the first set of information comprising a first characterization of the advisee, the first characterization is based at least in part on the voice analysis;

identifying a recommendation for the advisor, the recommendation being a function of at least the first characterization of the advisee and a set of advisor information relating to the advisor, the set of advisor information retained for the advisor; and

causing indication, to the end-user device of the advisor, of the recommendation.

9. The method to facilitate advising management of claim 8 , wherein the causing indication, to the end-user device of the advisor, of the recommendation is during a communication session of the advisor and the advisee, wherein the recommendation is to be presented during the communication session.

10. The method to facilitate advising management of claim 8 , further comprising:

accessing a second set of information for the advisee;

comparing the first set of information for the advisee and the second set of information for the advisee; and

determining one or more metrics of the advisee, based at least in part on one or more of the first set of information for the advisee, the second set of information for the advisee, and/or the comparing of the first set of information and the second set of information.

11. The method to facilitate advising management of claim 10 , further comprising:

causing indication, to the end-user device of the advisor, of the one or more metrics of the advisee.

12. The method to facilitate advising management of claim 10 , wherein the deriving the first set of information for the advisee comprises performing an environmental analysis corresponding to the advisee, and the first characterization is based at least in part on the environmental analysis.

13. One or more non-transitory, machine-readable media having machine-readable instructions thereon for facilitating advising management, which instructions, when executed by one or more computers or other processing devices, cause the one or more computers or other processing devices to:

detect a geolocation of an end-user communication device of an advisee;

identify a geographic area proximal to the detected geolocation in which to search for advisors;

access a set of qualification rules that includes a set of criteria for qualifying advisors based at least in part on (a) captured data relating to advisors, (b) jurisdiction requirements pertaining to the detected geolocation regarding required qualifications for the advisors in an area and (c) a type of advice relating to one or more needs of the advisee;

detect an indication of a selection of a user-selectable option, selected via an end-user communication device, corresponding to a selection of an advisor among a plurality of advisors;

verify the selected advisor meets the qualification rules for the detected geolocation and that the advisor is authorized to provide advice on at least one advising need of the advisee in a determined geographic area of the detected geolocation;

route a telephone call between an end-user device of the advisor and the end-user communication device of the advisee in response to the indication of the selection of the user-selectable option;

perform a voice analysis by performing a cadence analysis on detected speech of the advisee detected during the telephone call to (i) detect one or more voice cadence characteristics of the advisee and (ii) determine voice analysis results comprising one or more states of the advisee, during the telephone call, based on analyzing the cadence characteristics;

perform an environmental analysis during the telephone call to detect changes in an environment of the advisee during the telephone call by comparing a current environment of the advisee to environments detected during previous telephone calls with the advisee; and

automatically present a graphical advisor dashboard, during the routed telephone call, to a user interface of the end-user device of the advisor, the dashboard comprising at least one of:

(i) the voice analysis results, comprising the states of the advisee, being detected during the telephone call between the advisor and the advisee; and

(ii) the environmental analysis results, which comprises the current environment of the advisee and a graphical comparison of the current environment to the environments detected during the previous telephone calls.

14. The one or more non-transitory, machine-readable media of claim 13 , wherein the instructions, when executed by the one or more computers or other processing devices, cause the one or more computers or other processing devices to further:

process first data captured via the end-user communication device and received via the network, the first data corresponding to one or more sensor inputs from the end-user communication device;

derive a first set of information for the advisee based at least in part on the first data and the set of qualification rules by performing the voice analysis corresponding to the advisee, the first set of information comprising a first characterization of the advisee, the first characterization is based at least in part on the voice analysis;

identify a recommendation for the advisor, the recommendation being a function of at least the first characterization of the advisee and a set of advisor information relating to the advisor, the set of advisor information retained for the advisor; and

cause indication, to the end-user device of the advisor, of the recommendation.

15. The one or more non-transitory, machine-readable media of claim 14 , wherein cause the indication, to the end-user device of the advisor, of the recommendation is during a communication session of the advisor and the advisee, wherein the recommendation is to be presented during the communication session.

16. The one or more non-transitory, machine-readable media of claim 14 , wherein the instructions, when executed by the one or more computers or other processing devices, cause the one or more computers or other processing devices to further:

access a second set of information for the advisee;

compare the first set of information for the advisee and the second set of information for the advisee; and

determine one or more metrics of the advisee, based at least in part on one or more of the first set of information for the advisee, the second set of information for the advisee, and/or the comparing of the first set of information and the second set of information.

17. The one or more non-transitory, machine-readable media of claim 16 , wherein the instructions, when executed by the one or more computers or other processing devices, cause the one or more computers or other processing devices to further:

cause indication, to the end-user device of the advisor, of the one or more metrics of the advisee.

Assignments (10)

Continuity (6)