IP Library Granted Patent US 11,551,188
Granted Patent B2
US 11,551,188 · App. 16/536,083 · Granted Jan 10, 2023

Systems and methods for improved automated conversations with attendant actions

Inventors: Siddhartha Reddy Jonnalagadda (Bothell, WA); George Alexis Terry (Woodside, CA); James D. Harriger (Duvall, WA); Werner Koepf (Seattle, WA); William Dominic Webb-Purkis (San Francisco, CA); Macgregor S. Gainor (Bellingham, WA); Patrick D. Griffin (Bellingham, WA)
Assignee: CONVERSICA, INC.
G06Q10/1095G06F16/358G06F40/56H04L51/02
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Quick Facts
Patent No.
US 11,551,188
App. No.
16/536,083
Granted
Jan 10, 2023
Kind
B2
Abstract

Systems and methods for scheduling appointments are provided. This scheduling process includes generating an introductory message proposing an appointment with the target with a request for timing. The target responds, and this response is processed for a positive interest and the presence of a proposed time. If there is an absence of positive interest then the messaging may be discontinued. However, in the presence of a positive interest, and a proposed time from the target, the system may access an external scheduling system when a proposed time is present. This includes determining availability of at least one resource at the proposed time. The system then iteratively provides suggested times close to the proposed time when the resource is not available for the proposed time. The system then confirms the appointment when the resource is available for either the proposed time or any of the suggested times.

Claims (35)

1. A computer implemented method for automated appointment scheduling used in a conversation between a target and an Artificial Intelligence (AI) messaging system comprising:

generating an introductory message proposing an appointment with the target with a request for timing;

receiving a response from the target;

processing the response for positive interest and the presence of a proposed time;

discontinuing the messaging when positive interest is absent;

accessing an external scheduling system when a proposed time is present, wherein the accessing determines availability of at least one resource at the proposed time;

iteratively providing suggested times close to the proposed time when the at least one resource is not available;

confirming an appointment when the at least one resource is available for any of the proposed time or one of the suggested times; and

presenting as output of the AI messaging system as a dashboard for end-users, wherein the dashboard explains how the AI messaging system makes decisions, and further allows companies using the AI messaging system to fine-tune the behavior of their AI assistant.

2. The method of claim 1 , wherein the output of the AI messaging system is extended to a feature that allows users to directly teach their assistant new ways of conversing with prospects.

3. The method of claim 1 , further comprising following up with the target after the appointment.

4. The method of claim 3 , wherein the following up includes confirming the appointment occurred.

5. The method of claim 4 , further comprising resetting the appointment when it has not occurred.

6. The method of claim 3 , wherein the following up includes determining appointment outcome.

7. The method of claim 6 , wherein the outcome is stored for metrics reporting.

8. The method of claim 6 , wherein the outcome triggers a maintenance action after a predefined time period.

9. The method of claim 1 , further comprising confirming contact with the target when no proposed time is present.

10. A computer implemented method for automated appointment scheduling used in a conversation between a target and an Artificial Intelligence (AI) messaging system comprising:

generating an introductory message proposing an appointment with the target with a request for timing;

receiving a response from the target;

processing the response for positive interest and the presence of a proposed time;

discontinuing the messaging when positive interest is absent;

accessing an external scheduling system when a proposed time is present, wherein the accessing determines availability of at least one resource at the proposed time;

iteratively providing suggested times close to the proposed time when the at least one resource is not available;

confirming an appointment when the at least one resource is available for any of the proposed time or one of the suggested times; and

presenting output of the AI messaging system as a dashboard for end-users, wherein the dashboard explains how the AI messaging system makes decisions, and further allows companies using the AI messaging system to fine-tune the behavior of their AI assistant, and wherein the output of the AI messaging system is extended to a feature that allows users to directly teach their assistant new ways of conversing with prospects.

11. A computer implemented method for automated appointment scheduling used in a conversation between a target and an Artificial Intelligence (AI) messaging system comprising:

generating an introductory message proposing an appointment with the target with a request for timing;

receiving a response from the target;

processing the response for positive interest and the presence of a proposed time;

discontinuing the messaging when positive interest is absent;

accessing an external scheduling system when a proposed time is present, wherein the accessing determines availability of at least one resource at the proposed time;

iteratively providing suggested times close to the proposed time when the at least one resource is not available;

confirming an appointment when the at least one resource is available for any of the proposed time or one of the suggested times; and

following up with the target after the appointment, wherein the following up includes determining appointment outcome, and wherein the outcome triggers a maintenance action after a predefined time period.

Assignments (5)
SECURITY INTEREST Recorded Nov 3, 2022
From: CONVERSICA, INC.
To: AVIDBANK
Reel/Frame 061643/0684 →
RELEASE OF SECURITY INTEREST Recorded Apr 2, 2022
From: CANADIAN IMPERIAL BANK OF COMMERCE, A CANADIAN BANK ("CIBC"), AS SUCCESSOR IN INTEREST TO WF FUND V LIMITED PARTNERSHIP A/K/A WF FUND V LIMITED PARTNERSHIP, A LIMITED PARTNERSHIP FORMED UNDER THE LAWS OF THE PROVINCE OF MANITOBA (C/O/B WELL
To: CONVERSICA, INC.; CONVERSICA LLC (FORMERLY KNOWN AS AVA.AI LLC)
Reel/Frame 059479/0591 →
SECURITY INTEREST Recorded Apr 2, 2022
From: CONVERSICA, INC.
To: NORTH HAVEN EXPANSION CREDIT II LP
Reel/Frame 059479/0602 →
SECURITY INTEREST Recorded Aug 10, 2020
From: CONVERSICA, INC.; CONVERSICA LLC, (FORMERLY KNOWN AS AVA.AI LLC)
To: CANADIAN IMPERIAL BANK OF COMMERCE
Reel/Frame 053447/0738 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 3, 2019
From: JONNALAGADDA, SIDDHARTHA REDDY; TERRY, GEORGE ALEXIS; HARRIGER, JAMES D.; KOEPF, WERNER; WEBB-PURKIS, WILLIAM DOMINIC; GAINOR, MACGREGOR S.; GRIFFIN, PATRICK D.
To: CONVERSICA, INC.
Reel/Frame 051167/0179 →