Granted Patent B1

US 10,498,856 · App. 16/421,288 · Granted Dec 3, 2019

Inventors: Oleg Rogynskyy (Menlo Park, CA); Dylan Halladay (San Francisco, CA); Stefan Hermanek (San Francisco, CA); Yurii Brunets (Burlingame, CA)

Assignee: PEOPLE.AI, INC.

H04L67/306G06Q10/107H04L67/22

Abstract

Claims (72)

1. A method comprising:

accessing, by one or more processors, for a first record object of a system of record of a data source provider, data from a plurality of electronic activities linked with the first record object, each electronic activity identifying one or more participants associated with the first record object, the first record object including a stage object field-value pair identifying a stage field and a stage value selected from a plurality of stage values, each stage value corresponding to a respective stage of a process and indicating a respective proximity to a completion of the process corresponding to the first record object;

identifying, by the one or more processors, for a participant of the one or more participants, from the plurality of electronic activities, a set of electronic activities including the participant;

determining, by the one or more processors, for a first stage of the process, a first metric based on a first portion of the set of electronic activities, each electronic activity of the first portion of the set having a respective timestamp associated with the first stage;

determining, by the one or more processors, for a second stage of the process, a second metric based on a second portion of the set of electronic activities, each electronic activity of the second portion of the set having a respective timestamp associated with the second stage;

determining, by the one or more processors, an engagement profile of the participant based on the first metric corresponding to the first stage and the second metric corresponding to the second stage; and

storing, by the one or more processors, in one or more data structures, an association between an identifier of the participant and the engagement profile of the participant.

2. The method of claim 1 ,

wherein determining the engagement profile further comprises determining, by the one or more processors, for each stage of the process, a respective distribution of a respective portion of the set of electronic activities within a timeframe defined by the respective stage.

3. The method of claim 1 , wherein the set of electronic activities includes a first set of electronic activities and the method further comprising:

determining, by the one or more processors, a second set of electronic activities of the participant linked with a second record object of the system of record;

determining, by the one or more processors, for each respective stage of a process corresponding to the second record object, a respective metric based on a volume of the second set of electronic activities, each electronic activity of the second set of electronic activities having a respective timestamp associated with the respective stage of the process corresponding to the second record object; and

wherein determining the engagement profile further comprises determining the engagement profile based on the first metric and the second metric corresponding to the first stage and the second stage of the first record object and the respective metric corresponding to the respective stages of the second record object.

4. The method of claim 1 , further comprising:

determining, by the one or more processors, a completion score indicating a likelihood of completing the process associated with the first record object, the completion score based on the engagement profile of the participant.

5. The method of claim 1 , further comprising:

determining, by the one or more processors, one or more field-value pairs of a node profile of the participant; and

identifying, by the one or more processors, an engagement profile generation policy based on the one or more field-value pairs of the node profile; and

wherein determining the engagement profile of the participant comprises determining the engagement profile using the identified engagement profile generation policy.

6. The method of claim 5 , further comprising:

determining, by the one or more processors, a second engagement profile generation policy for a second participant of the one or more participants;

determining, by the one or more processors, by using a second engagement profile generation policy, a second engagement profile for the second participant; and

determining, by the one or more processors, the stage value associated with the first record object based on the second engagement profile for the second participant.

7. The method of claim 1 , further comprising:

determining, by the one or more processors, a second engagement profile generation policy for each of the one or more participants;

determining, by the one or more processors, by using a respective second engagement profile generation policy, a second engagement profile for each of the one or more participants; and

determining, by the one or more processors, a completion score indicating a likelihood of completing an event associated with the first record object, the completion score based on the second engagement profile for each of the one or more participants.

8. The method of claim 1 , further comprising:

identifying, by the one or more processors, a plurality of second record objects of the system of record associated with the participant;

determining, by the one or more processors, a respective set of historical electronic activities of the participant linked with each of the plurality of second record objects;

determining, by the one or more processors and by using an engagement profile generation policy, a respective engagement profile for each of the plurality of second record objects based on the respective set of historical electronic activities; and

generating, by the one or more processors, a production profile of the participant based on the respective engagement profile for each of the plurality of second record objects.

9. The method of claim 1 , further comprising:

determining, by the one or more processors, for a new record object, a completion score for the participant, the completion score indicating a likelihood of completing an event associated with the new record object; and

generating, by the one or more processors, a recommendation to assign the new record object to the participant responsive to determining that the completion score satisfies a record object assignment policy.

10. The method of claim 1 , further comprising:

determining, by the one or more processors, from the plurality of electronic activities and the one or more or field-value pairs of the node profile of the participant, a role of the participant; and

selecting, by the one or more processors, an engagement score generation policy includes selecting the engagement score generation policy based on the role of the participant.

11. A system comprising:

one or more hardware processors configured by machine-readable instructions to:

access for a first record object of a system of record of a data source provider, data from a plurality of electronic activities linked with the first record object, each electronic activity identifying one or more participants associated with the first record object, the first record object including a stage object field-value pair identifying a stage field and a stage value selected from a plurality of stage values, each stage value corresponding to a respective stage of a process and indicating a respective proximity to a completion of the process corresponding to the first record object;

identify for a participant of the one or more participants, from the plurality of electronic activities, a set of electronic activities including the participant;

determine, for a first stage of the process, a first metric based on a first portion of the set of electronic activities, each electronic activity of the first portion of the set having a respective timestamp associated with the first stage;

determine, for a second stage of the process, a second metric based on a second portion of the set of electronic activities, each electronic activity of the second portion of the set having a respective timestamp associated with the second stage;

determine an engagement profile of the participant based on a first metric corresponding to the first stage and the second metric corresponding to the second stage; and

store in one or more data structures, an association between an identifier of the participant and the engagement profile of the participant.

12. The system of claim 11 , wherein determining the engagement profile further comprises determining for each stage of the process, a respective distribution of a respective portion of the set of electronic activities within a timeframe defined by the stage.

13. The system of claim 11 , wherein the set of electronic activities includes a first set of electronic activities and the one or more hardware processors are further configured by machine-readable instructions to:

determine a second set of electronic activities of the participant linked with a second record object of the system of record;

determine for each respective stage of a process corresponding to the second record object, a respective metric based on a volume of the second set of electronic activities, each electronic activity of the second set of electronic activities having a respective timestamp associated with the respective stage of the process corresponding to the second record object, and wherein determining the engagement profile further comprises determining the engagement profile based on the first metric and the second metric corresponding to the first stage and the second stage of the first record object and the respective metric corresponding to respective stages of the second record object.

14. The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to:

determine a completion score indicating a likelihood of completing an event associated with the first record object, the completion score based on the engagement profile of the participant.

15. The system of claim 11 , wherein the one or more hardware processors are further configured by machine-readable instructions to:

determine one or more field-value pairs of a node profile of the participant;

identify an engagement profile generation policy based on the one or more field-value pairs of the node profile;

wherein determining the engagement profile of the participant comprises determining the engagement profile using the identified engagement profile generation policy.

16. The system of claim 15 , wherein the one or more hardware processors are further configured by machine-readable instructions to:

determine a second engagement profile generation policy for a second participant of the one or more participants;

determine by using a second engagement profile generation policy, a second engagement profile for the second participant;

determine a stage value associated with the first record object based on the second engagement profile for the second participant.

17. The system of claim 15 , wherein the one or more hardware processors are further configured by machine-readable instructions to:

identify a plurality of second record objects of the system of record associated with the participant;

determine a respective set of historical electronic activities of the participant linked with each of the plurality of second record objects;

determine by using the engagement profile generation policy, a respective engagement profile for each of the plurality of second record objects based on the respective set of historical electronic activities;

generate a production profile of the participant based on the respective engagement profile for each of the plurality of second record objects.

18. A non-transitory computer-readable storage medium having instructions embodied thereon, the instructions being executable by one or more processors to perform a method, the method comprising:

accessing for a first record object of a system of record of a data source provider, data from a plurality of electronic activities linked with the first record object, each electronic activity identifying one or more participants associated with the first record object, the first record object including a stage object field-value pair identifying a stage field and a stage value selected from a plurality of stage values, each stage value corresponding to a respective stage of a process and indicating a respective proximity to a completion of the process corresponding to the first record object;

identifying for a participant of the one or more participants, from the plurality of electronic activities, a set of electronic activities including the participant;

determining, for a first stage of the process, a first metric based on a first portion of the set of electronic activities, each electronic activity of the first portion of the set having a respective timestamp associated with the first stage;

determining, for a second stage of the process, a second metric based on a second portion of the set of electronic activities, each electronic activity of the second portion of the set having a respective timestamp associated with the second stage;

determining an engagement profile of the participant based on a first metric corresponding to the first stage and the second metric corresponding to the second stage; and

storing in one or more data structures, an association between an identifier of the participant and the engagement profile of the participant.

Assignments (2)

Continuity (3)

Cited By (9)

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