IP Library Granted Patent US 11,425,245
Granted Patent B2
US 11,425,245 · App. 16/678,530 · Granted Aug 23, 2022

Method and system for capturing data of actions

Inventors: Molly Mahar (Oakland, CA); Nicholas Beng Tek Geh (San Francisco, CA)
Assignee: Salesforce, Inc.
H04M3/42382H04L51/02H04L51/046H04L51/34H04M3/5233H04M3/5307H04M3/5322
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Quick Facts
Patent No.
US 11,425,245
App. No.
16/678,530
Granted
Aug 23, 2022
Kind
B2
Abstract

Described herein is a system and method for capturing data associated with actions attempted by an automated agent. The system described herein captures data associated with the actions attempted by an automated agent during the messaging session between an automated agent and the user and present a summary of the actions in a messaging platform. In an embodiment, the automated agent uploads data associated with actions attempted during the messaging session to a server. The server captures the data associated with the actions and generates a description of each action that was attempted. The server generates a summary including the description of each action. The summary of the actions are rendered in the messaging platform.

Claims (48)

1. A computer-implemented method, comprising:

initiating, by one or more computing devices, a messaging session between a user and an automated agent;

receiving, by the one or more computing devices, data indicating that the automated agent has attempted to execute a plurality of actions to resolve a request from the user, wherein the request is specified in a communication from the user during the messaging session;

generating, by the one or more computing devices and based on the data, a summary comprising:

the request;

a description of the plurality of actions; and

a failure message regarding a first action of the plurality of actions that failed to execute;

inserting, by the one or more computing devices, the summary into a transcript of messages exchanged between the user and the automated agent during the messaging session in response to termination of the messaging session between the user and the automated agent;

generating a user interface that includes a messaging window within which the messaging session is displayed to a live agent; and

displaying the summary in the messaging window upon termination of the messaging session.

2. The method of claim 1 , wherein the automated agent attempts to execute the plurality of actions in a backend computing system.

3. The method of claim 1 , wherein the automated agent uploads the data associated with the plurality of actions to a server at the termination of the messaging session.

4. The method of claim 1 , further comprising capturing, by the one or more computing devices, a time when the first action was attempted, based on the uploaded data.

5. The method of claim 1 , further comprising displaying, by the one or more computing devices, a visual indicator indicating a successful execution of a second action of the plurality of actions in the summary, wherein the visual indicator is displayed adjacent to the description.

6. The method of claim 1 , further comprising storing, by the one or more computing devices, the transcript of the communication between the user and the automated agent.

7. The method of claim 1 , further comprising:

sending, in response to the automated agent failing to execute the first action, the transcript comprising the summary to a human agent to determine the plurality of actions that were attempted by the automated agent during the messaging session.

8. A system comprising:

a memory;

a processor copulated to the memory, the processor configured to:

initiate a messaging session between a user and an automated agent;

receive data indicating that the automated agent has attempted to execute a plurality of actions to resolve a request from the user, wherein the request is specified in a communication from the user during the messaging session;

generate, based on the data, a summary comprising:

the request;

a description of the plurality of actions; and

a failure message regarding a first action of the plurality of actions that failed to execute;

insert the summary into a transcript of messages exchanged between the user and the automated agent during the messaging session in response to termination of the messaging session between the user and the automated agent;

generate a user interface that includes a messaging window within which the messaging session is displayed to a live agent; and

display the summary in the messaging window upon termination of the messaging session.

9. The system of claim 8 , wherein the automated agent attempts to execute the plurality of actions in a backend computing system.

10. The system of claim 8 , wherein the automated agent uploads the data associated with the plurality of actions to a server at the termination of the messaging session.

11. The system of claim 8 , wherein the processor is further configured to capture a time when the first action was attempted, based on the uploaded data.

12. The system of claim 8 , wherein the processor is further configured to display a visual indicator indicating a successful execution of a second action of the plurality of actions in the summary, wherein the visual indicator is displayed adjacent to the description.

13. The system of claim 8 , wherein the processor is further configured to store the transcript of the communication between the user and the automated agent.

14. A non-transitory computer-readable medium storing instructions that when executed by one or more processors of a device cause the one or more processors to:

initiate a messaging session between a user and an automated agent;

receive data indicating that the automated agent has attempted to execute a plurality of actions to resolve a request from the user, wherein the request is specified in a communication from the user during the messaging session;

generate, based on the data, a summary comprising:

the request;

a description of the plurality of actions; and

a failure message regarding a first action of the plurality of actions that failed to execute;

insert the summary into a transcript of messages exchanged between the user and the automated agent during the messaging session in response to termination of the messaging session between the user and the automated agent;

generate a user interface that includes a messaging window within which the messaging session is displayed to a live agent; and

display the summary in the messaging window upon termination of the messaging session.

15. The non-transitory computer-readable medium of claim 14 , wherein the automated agent attempts to execute the plurality of actions in a backend computing system.

16. The non-transitory computer-readable medium of claim 14 , wherein the automated agent uploads the data associated with the plurality of actions to a server at the termination of the messaging session.

17. The non-transitory computer-readable medium of claim 14 , wherein the instructions when executed by the one or more processors further cause the one or more processors to capture a time when the first action was attempted, based on the uploaded data.

18. The non-transitory computer-readable medium of claim 14 , wherein the instructions when executed by the one or more processors further cause the one or more processors to display a visual indicator indicating a successful execution of a second action of the plurality of actions in the summary, wherein the visual indicator is displayed adjacent to the description.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 4, 2020
From: MAHAR, MOLLY; GEH, NICHOLAS
To: SALESFORCE.COM, INC.
Reel/Frame 054541/0874 →
Continuity (1)
Related Publication 20210144250A1 · May 13, 2021
Cited By (3)
US 12,238,056 US 12,332,934 US 12,464,075