IP Library Granted Patent US 10,511,805
Granted Patent B2
US 10,511,805 · App. 16/160,379 · Granted Dec 17, 2019

Methods and systems for multi-pane video communications to execute user workflows

Inventors: Jed W. Taylor (South Jordan, UT); Timothy Eugene Pranger (Eagle Mountain, UT)
Assignee: Popio IP Holdings, LLC
H04N7/147G06F3/04842G06F3/1446G06Q20/042G06Q20/3223G06Q40/02H04L65/1069H04N5/23293H04N5/265H04N7/08
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Quick Facts
Patent No.
US 10,511,805
App. No.
16/160,379
Granted
Dec 17, 2019
Kind
B2
Abstract

Systems and methods are disclosed for generating a workflow and notifying a user of the workflow using a variety of communication channels. For example, in one or more embodiments, a system generates a workflow comprising a plurality of tasks and one or more display elements corresponding to the workflow tasks. Subsequently, the system sends a first notification to a user regarding the first task via a first communication channel (e.g., a mobile application) and sends a second notification via a second communication channel (e.g., email). If the system receives a user selection of one of the notifications from a client device associated with the user, the system can subsequently provide a first display element corresponding to the first task to the client device via the corresponding communication channel.

Claims (70)

1. A method comprising:

generating a workflow comprising a plurality of tasks;

generating one or more display elements corresponding to the plurality of tasks;

providing a plurality of notifications to a first user via a plurality of communication channels, the plurality of notifications indicating that a first task of the plurality of tasks is pending;

receiving, from a client device associated with the first user, a user selection of a notification from the plurality of notifications, the notification provided through a first communication channel from the plurality of communication channels; and

in response to receiving the user selection, providing a first display element of the one or more display elements to the client device through the first communication channel from the plurality of communication channels, wherein the first display element corresponds to the first task.

2. The method of claim 1 , further comprising:

receiving, through the first communication channel, an update indicating a completion of the first task; and

in response to receiving the update, providing a second display element of the one or more display elements to the client device through the first communication channel, wherein the second display element corresponds to a second task of the plurality of tasks.

3. The method of claim 1 , further comprising:

in response to receiving the user selection, providing a video chat transmitted between the client device and a support terminal via an additional communication channel; and

providing instructions causing the client device to display the first display element and the video chat concurrently.

4. The method of claim 1 , wherein providing the first display element of the one or more display elements to the client device through the first communication channel comprises pushing the first display element to the client device through a Web Socket server.

5. The method of claim 1 , wherein providing the plurality of notifications to the first user via the plurality of communication channels comprises providing a mobile application notification to a mobile device associated with the first user.

6. The method of claim 5 , wherein providing the plurality of notifications to the first user via the plurality of communication channels comprises sending a notification email to an email address associated with the first user, wherein the notification email comprises a link to the first display element.

7. The method of claim 1 , wherein each display element of the one or more display elements comprises at least one of:

an informational video;

an informational document;

a signature pad;

a digital fillable form;

terms accompanied by an option to accept or reject the terms; or

an interface for capturing and sending images of a check.

8. The method of claim 7 , wherein each display element of the one or more display elements further comprises a selectable option configured to, when selected, initiate a video chat between the client device and a support terminal.

9. The method of claim 1 , further comprising:

receiving, through the first communication channel, an update indicating a completion of the workflow; and

in response to receiving the update, generating a session review report comprising a summary of the plurality of tasks and user interactions detected by the client device, wherein the user interactions correspond to the plurality of tasks.

10. The method of claim 1 , further comprising:

providing an additional notification for a second task of the plurality of tasks to a second user via an additional communication channel;

receiving, from a second client device associated with the second user, a second user selection of the additional notification; and

in response to receiving the second user selection, providing a second display element of the one or more display elements to the second client device through the additional communication channel, wherein the second display element corresponds to the second task.

11. The method of claim 10 , wherein the second task is different from the first task.

12. The method of claim 1 , further comprising:

receiving, through the first communication channel, an update indicating a rejection of the first task by the first user;

in response to receiving the update indicating the rejection, reassigning the first task to a second user;

providing an additional notification for the first task to the second user via an additional communication channel;

receiving, from a second client device associated with the second user, a second user selection of the additional notification; and

in response to receiving the second user selection, providing the first display element to the second client device through additional communication channel.

13. A non-transitory computer readable storage medium storing instructions that, when executed by at least one processor, cause a computing device to:

generate a workflow comprising a plurality of tasks;

generate one or more display elements corresponding to the plurality of tasks;

provide a plurality of notifications to a first user via a plurality of communication channels, the plurality of notifications indicating that a first task of the plurality of tasks is pending;

receive, from a client device associated with the first user, a user selection of a notification from the plurality of notifications, the notification provided through a first communication channel from the plurality of communication channels; and

in response to receiving the user selection, provide a first display element of the one or more display elements to the client device through the first communication channel from the plurality of communication channels, wherein the first display element corresponds to the first task.

14. The non-transitory computer readable storage medium of claim 13 , further comprising instructions that, when executed by the at least one processor, cause the computing device to:

receive, through the first communication channel, an update indicating a completion of the first task; and

in response to receiving the update, provide a second display element of the one or more display elements to the client device through the first communication channel, wherein the second display element corresponds to a second task of the plurality of tasks.

15. The non-transitory computer readable storage medium of claim 13 , further comprising instructions that, when executed by the at least one processor, cause the computing device to:

in response to receiving the user selection, provide a video chat transmitted between the client device and a support terminal via an additional communication channel; and

provide instructions causing the client device to display the first display element and the video chat concurrently.

16. The non-transitory computer readable storage medium of claim 13 , further comprising instructions that, when executed by the at least one processor, cause the computing device to:

receive, through the first communication channel, an update indicating a rejection of the first task by the first user;

in response to receiving the update indicating the rejection, reassign the first task to a second user;

provide an additional notification for the first task to the second user via an additional communication channel;

receive, from a second client device associated with the second user, a second user selection of the additional notification; and

in response to receiving the second user selection, provide the first display element to the second client device through the additional communication channel.

17. A system comprising:

at least one processor; and

a non-transitory computer readable storage medium storing instructions that, when executed by the at least one processor, cause the system to:

generate a workflow comprising a plurality of tasks;

generate one or more display elements corresponding to the plurality of tasks;

provide a plurality of notifications to a first user via a plurality of communication channels, the plurality of notifications indicating that a first task of the plurality of tasks is pending;

receive, from a client device associated with the first user, a user selection of a notification from the plurality of notifications, the notification provided through a first communication channel from the plurality of communication channels; and

in response to receiving the user selection, provide a first display element of the one or more display elements to the client device through the first communication channel from the plurality of communication channels, wherein the first display element corresponds to the first task.

18. The system of claim 17 , further comprising instructions that, when executed by the at least one processor, cause the system to:

receive, through the first communication channel, an update indicating a completion of the first task; and

in response to receiving the update, provide a second display element of the one or more display elements to the client device through the first communication channel, wherein the second display element corresponds to a second task of the plurality of tasks.

19. The system of claim 17 , further comprising instructions that, when executed by the at least one processor, cause the system to:

in response to receiving the user selection, provide a video chat transmitted between the client device and a support terminal via an additional communication channel; and

provide instructions causing the client device to display the first display element and the video chat concurrently.

20. The system of claim 17 , wherein each display element of the one or more display elements further comprises a selectable option configured to, when selected, initiate a video chat between the client device and a support terminal.

Assignments (5)
SECURITY INTEREST Recorded Aug 26, 2025
From: POPIO MOBILE VIDEO CLOUD, LLC
To: PNC BANK, NATIONAL ASSOCIATION
Reel/Frame 072577/0757 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 12, 2022
From: POPIO IP HOLDINGS, LLC
To: POPIO MOBILE VIDEO CLOUD, LLC
Reel/Frame 059987/0508 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 18, 2018
From: ALEXANDER MACKENZIE & PRANGER
To: POPIN IP HOLDINGS, LLC
Reel/Frame 047220/0603 →
CHANGE OF NAME Recorded Oct 18, 2018
From: POPIN IP HOLDINGS, LLC
To: POPIO IP HOLDINGS, LLC
Reel/Frame 047870/0782 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 15, 2018
From: TAYLOR, JED W.; PRANGER, TIMOTHY EUGENE
To: ALEXANDER MACKENZIE & PRANGER
Reel/Frame 047167/0799 →
Continuity (5)
Continuation In Part 16115037 · Aug 28, 2018
Continuation 15498290 · Apr 26, 2017
Continuation 15208576 · Jul 12, 2016
Continuation In Part 29561280 · Apr 14, 2016
Related Publication 20190052840A1 · Feb 14, 2019
Cited By (2)
US 1,059,371 US 1,079,731