IP Library Granted Patent US 11,423,410
Granted Patent B2
US 11,423,410 · App. 16/565,193 · Granted Aug 23, 2022

Customer management system

Inventor: Tomas Gorny (Scottsdale, AZ)
Assignee: Nextiva, Inc.
G06Q30/01
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Quick Facts
Patent No.
US 11,423,410
App. No.
16/565,193
Granted
Aug 23, 2022
Kind
B2
Abstract

A system and method are disclosed for scoring an interaction over one or more channels by an end user and an entity by monitoring the communications over the channels and assigning penalties and scores based on topics associated with the communications.

Claims (60)

1. A method of customer management, comprising:

receiving, by a computer comprising a processor and a memory, a reopen penalty associated with a topic;

receiving, by the computer, a closed ticket associated with the topic and a communication between an end user and an entity;

monitoring, by the computer, one or more channels for one or more communications associated with the topic between the end user and the entity;

in response to detecting at least one communication associated with the topic between the end user and the entity, generating, by the computer, an open ticket associated with the topic and the at least one communication between the end user and the entity;

calculating, by the computer, a score for the end user using a scoring equation comprising the reopen penalty;

associating, by the computer, the score for the end user with the open ticket; and

adjusting the score for the end user by reversing the reopen penalty in response to a predetermined time period elapsing.

2. The method of claim 1 , further comprising:

receiving, by the computer, an expected response time and a response delay penalty for the topic;

calculating, by the computer, an actual response time of the at least one communication between the end user and the entity; and

when the actual response time exceeds the expected response time, applying, by the computer, the response delay penalty to the score of the end user.

3. The method of claim 2 , further comprising:

receiving, by the computer, an expected resolve time and an overage penalty for the topic;

calculating, by the computer, an actual resolve time of the at least one communication between the end user and the entity; and

when the actual resolve time exceeds the expected resolve time, applying, by the computer, the overage penalty to the score of the end user.

4. The method of claim 1 , wherein the expected response time comprises a first expected response time for a first channel of the one or more channels and a second expected response time for a second channel of the one or more channels, wherein the first expected response time is not the same as the second expected response time.

5. The method of claim 4 , further comprising:

closing, by the computer, the open ticket, wherein a time period elapsing between an opening of the open ticket and a closing of the open ticket is the actual resolve time.

6. The method of claim 5 , wherein the scoring equation comprises one or more weighting factors.

7. A customer management system, comprising:

a computer, comprising a memory and a processor, the computer configured to:

receive a reopen penalty associated with a topic;

receive a closed ticket associated with the topic and a communication between an end user and an entity;

monitor one or more channels for one or more communications associated with the topic between the end user and the entity;

in response to detecting at least one communication associated with the topic between the end user and the entity, generate an open ticket associated with the topic and the at least one communication between the end user and the entity;

calculate a score for the end user using a scoring equation comprising the reopen penalty;

associate the score for the end user with the open ticket; and

adjust the score for the end user by reversing the reopen penalty in response to a predetermined time period elapsing.

8. The system of claim 7 , wherein the computer is further configured to:

receive an expected response time and a response delay penalty for the topic;

calculate an actual response time of the at least one communication between the end user and the entity; and

when the actual response time exceeds the expected response time, apply the response delay penalty to the score of the end user.

9. The system of claim 8 , wherein the computer is further configured to:

receive an expected resolve time and an overage penalty for the topic;

calculate an actual resolve time of the at least one communication between the end user and the entity; and

when the actual resolve time exceeds the expected resolve time, apply the overage penalty to the score of the end user.

10. The system of claim 7 , wherein the expected response time comprises a first expected response time for a first channel of the one or more channels and a second expected response time for a second channel of the one or more channels, wherein the first expected response time is not the same as the second expected response time.

11. The system of claim 10 , wherein the computer is further configured to:

close the open ticket, wherein a time period elapsing between an opening of the open ticket and a closing of the open ticket is the actual resolve time.

12. The system of claim 11 , wherein the scoring equation comprises one or more weighting factors.

13. A non-transitory computer-readable medium embodied with software, the software when executed using one or more computer systems is programmed to:

receive a reopen penalty associated with a topic;

receive a closed ticket associated with the topic and a communication between an end user and an entity;

monitor one or more channels for one or more communications associated with the topic between the end user and the entity;

in response to detecting at least one communication associated with the topic between the end user and the entity, generate an open ticket associated with the topic and the at least one communication between the end user and the entity;

calculate a score for the end user using a scoring equation comprising the reopen penalty;

associate the score for the end user with the open ticket; and

adjust the score for the end user by reversing the reopen penalty in response to a predetermined time period elapsing.

14. The non-transitory computer-readable medium of claim 13 , wherein the software is further programmed to:

receive an expected response time and a response delay penalty for the topic;

calculate an actual response time of the at least one communication between the end user and the entity; and

when the actual response time exceeds the expected response time, apply the response delay penalty to the score of the end user.

15. The non-transitory computer-readable medium of claim 14 , wherein the software is further programmed to:

receive an expected resolve time and an overage penalty for the topic;

calculate an actual resolve time of the at least one communication between the end user and the entity; and

when the actual resolve time exceeds the expected resolve time, apply the overage penalty to the score of the end user.

16. The non-transitory computer-readable medium of claim 13 , wherein the expected response time comprises a first expected response time for a first channel of the one or more channels and a second expected response time for a second channel of the one or more channels, wherein the first expected response time is not the same as the second expected response time.

17. The non-transitory computer-readable medium of claim 16 , wherein the software is further programmed to:

close the open ticket, wherein a time period elapsing between an opening of the open ticket and a closing of the open ticket is the actual resolve time.

Assignments (2)
CORRECTIVE ASSIGNMENT TO CORRECT THE CORRECT THE PROPERTY NUMBERS PREVIOUSLY RECORDED AT REEL: 67172 FRAME: 404. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Apr 23, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067308/0183 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 24, 2021
From: GORNY, TOMAS
To: NEXTIVA, INC.
Reel/Frame 055389/0489 →
Continuity (4)
Continuation 15714228 · Sep 25, 2017
Continuation In Part 15651372 · Jul 17, 2017
Continuation 14485626 · Sep 12, 2014
Related Publication 20190392454A1 · Dec 26, 2019