IP Library › Granted Patent US 11,095,577
Granted Patent B2
US 11,095,577 · App. 16/459,360 · Granted Aug 17, 2021

Conversation-enabled document system and method

Inventors: James Matthew Downs (Lexington, KY); Byron Steven Pruitt (Lexington, KY); Jeffrey Alan Cole (Georgetown, KY); Anthony Wiley (Rancho Santa Fe, CA)
Assignee: OPEN TEXT CORPORATION
H04L51/02G06F16/93G06F40/186
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,095,577
App. No.
16/459,360
Granted
Aug 17, 2021
Kind
B2
Abstract

One embodiment comprises a non-transitory computer readable medium comprising computer-executable instructions executable to access a conversation-enabled document and expose the conversation-enabled document on a first conversation channel as a conversation into the conversation-enabled document. The conversation-enabled document can comprise a conversation component for controlling a conversation interface into the conversation-enabled document, the conversation component specifying conversation steps, routing between conversation steps and a document variable to accept a conversation participant response. The computer-executable instructions can be executable to set a document variable value in the conversation-enabled document based on the participant response received via the conversation interface; and render the conversation-enabled document to a second channel using the document variable and the page template.

Claims (51)

1. A non-transitory computer readable medium comprising computer-executable instructions executable to:

access a conversation-enabled document and expose the conversation-enabled document on a first conversation channel as a conversation into the conversation-enabled document, the conversation-enabled document comprising:

a conversation component for controlling a conversation interface into the conversation-enabled document, the conversation component specifying conversation steps, routing between the conversation steps, a first document variable and a second document variable;

document data comprising data records for a plurality of potential conversation participants, the data records for the plurality of potential conversation participants having document variable values for the first document variable; and

a page template specifying page content and referencing the first document variable and the second document variable;

associate the conversation with a conversation participant;

retrieve a document variable value for the first document variable from a data record corresponding to the conversation participant, the document variable value for the first document variable not set prior to the conversation;

set a document variable value for the second document variable in the conversation-enabled document based on a conversation participant response received via the conversation interface; and

render the conversation-enabled document to a second channel using the document variable value for the first document variable retrieved from a customer record corresponding to the conversation participant, the document variable value set for the second document variable and the page template to populate a page, wherein the second channel is different than the first conversation channel.

2. The non-transitory computer readable medium of claim 1 , wherein the computer-executable instructions are executable to:

determine content of the conversation-enabled document to render to the second channel based on the document variable value set for the second document variable; and

render the conversation-enabled document to the second channel using the determined content.

3. The non-transitory computer readable medium of claim 1 , wherein the conversation-enabled document is a conversation-enabled interactive document.

4. The non-transitory computer readable medium of claim 3 , wherein the conversation-enabled interactive document comprises a web-intrinsic portion.

5. The non-transitory computer readable medium of claim 1 , wherein the conversation component comprises a set of node templates representing the conversation steps.

6. The non-transitory computer readable medium of claim 5 , wherein the computer-executable instructions are executable to:

parse the conversation component; and

create a conversation graph comprising nodes created from the node templates.

7. The non-transitory computer readable medium of claim 6 , wherein the computer-executable instructions are executable to provide a plurality of connectors adapted to translate the nodes of the conversation graph to heterogenous conversation channels.

8. The non-transitory computer readable medium of claim 6 , wherein the computer-executable instructions are executable to initiate a finite state machine for tracking a current state of the conversation, the finite state machine comprising a set of states, each state in the set of states corresponding to a respective node in the conversation graph.

9. The non-transitory computer readable medium of claim 8 , wherein the computer-executable instructions are executable to:

receive a request for a step in the conversation from the first conversation channel; and

translate the respective node to which the current state corresponds to a format consumable by the first conversation channel for presenting the conversation interface.

10. The non-transitory computer readable medium of claim 1 , wherein the first conversation channel comprises a chatbot channel.

11. The non-transitory computer readable medium of claim 1 , wherein the second channel is a non-conversation channel.

12. A method comprising:

accessing a conversation-enabled document and exposing the conversation-enabled document on a first conversation channel as a conversation into the conversation-enabled document, the conversation-enabled document comprising:

a conversation component for controlling a conversation interface into the conversation-enabled document, the conversation component specifying conversation steps, routing between the conversation steps, a first document variable and a second document variable;

a page template specifying page content and referencing the first document variable and the second document variable;

document data comprising data records for a plurality of potential conversation participants, the data records for the plurality of potential conversation participants having document variable values for the first document variable;

receiving a conversation participant response via the conversation interface;

associating the conversation with a conversation participant;

retrieving a document variable value for the first document variable from a data record corresponding to the conversation participant, the document variable value for the first document variable set prior to the conversation;

setting a document variable value for the second document variable in the conversation-enabled document based on the conversation participant response; and

rendering the conversation-enabled document to a second channel using the document variable value for the first document variable retrieved from a customer record corresponding to the conversation participant, the document variable value set for the second document variable and the page template to populate a page, wherein the second channel is different than the first conversation channel.

13. The method of claim 12 , comprising:

determining content of the conversation-enabled document to render to the second channel based on the document variable value set for the second document variable; and

rendering the conversation-enabled document to the second channel using the determined content.

14. The method of claim 13 , wherein the conversation-enabled document is a conversation-enabled interactive document.

15. The method of claim 14 , wherein the conversation-enabled interactive document comprises a web-intrinsic portion.

16. The method of claim 12 , wherein the conversation component comprises a set of node templates representing the conversation steps.

17. The method of claim 16 , further comprising:

parsing the conversation component; and

creating a conversation graph comprising nodes created from the node templates.

18. The method of claim 17 , providing a plurality of connectors adapted to translate the nodes of the conversation graph to heterogenous conversation channels.

19. The method of claim 17 , further comprising initiating a finite state machine for tracking a current state of the conversation, the finite state machine comprising a set of states, each state in the set of states corresponding to a respective node in the conversation graph.

20. The method of claim 19 , further comprising

receiving a request for a step in the conversation from the first conversation channel; and

translating the respective node to which the current state corresponds to a format consumable by the first conversation channel for presenting the conversation interface.

21. The method of claim 12 , wherein the first conversation channel comprises a chatbot channel.

22. The method of claim 12 , wherein the second channel is a non-conversation channel.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 5, 2021
From: PRUITT, BYRON STEVEN
To: OPEN TEXT CORPORATION
Reel/Frame 057092/0024 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 24, 2021
From: DOWNS, JAMES MATTHEW; COLE, JEFFREY ALAN; WILEY, ANTHONY
To: OPEN TEXT CORPORATION
Reel/Frame 056656/0904 →
Continuity (1)
Related Publication 20210006515A1 · Jan 7, 2021