Facilitating mobile device interaction with an enterprise database system
Disclosed are systems, methods, apparatus and computer program products for facilitating voice-based interaction by a mobile device with an enterprise database. In some implementations, a command and a type of enterprise work record are identified in a first one or more voice signals obtained at the mobile device. One or more fields of the identified record type required by the enterprise database to be populated to carry out the identified command is determined. Field data can be identified in a second one or more voice signals obtained at the mobile device. Structured text data comprising the identified command, the identified record type and the identified field data can be sent to a server.
1. A system for facilitating interaction with a digital assistant on a mobile device, the system comprising:
a server system comprising a memory and one or more processors, the server system configurable to cause:
providing, for display at a mobile device, a user interface (UI) with integrated voice communication, the UI configurable to receive data entries from a user and track tasks for the user to accomplish;
obtaining, from the mobile device, a question or a command through a session, the question or the command comprising an identification of a specific record in a database and a request to view details of the specific record;
processing the question or the command, the processing comprising using machine learning and parsing one or more linguistic constructs of the question or the command;
acting on the question or the command by at least retrieving information associated with the question or the command;
interacting with the mobile device through the session, the interacting comprising providing a response to the question or the command, the response comprising the details of the specific record;
obtaining, from the mobile device, a request to perform an action in relation to the specific record, the requested action comprising one or more of adding a product or updating a price to a customer relationship management (CRM) record implemented as a lead or an opportunity stored in a CRM database; and
performing the requested action in relation to the specific record, the performing of the requested action comprising the one or more of adding the product or updating the price to the CRM record.
2. The system of claim 1 , wherein the server system is configurable to communicate with the mobile device, at least in part, by text messaging in the form of short messaging service (SMS).
3. The system of claim 1 , wherein the specific record is a contact, and the details of the specific record comprise one or more of: job title, affinity, buying role, phone number, or notes on the contact.
4. The system of claim 1 , wherein the requested action on the specific record comprises one or more of: add a note on a contact, view details of an account, view details of an opportunity, view details of a case, or view details of a lead.
5. The system of claim 1 , wherein the details of the specific record comprise an identification of new leads assigned to the specific record.
6. The system of claim 1 , wherein processing a command comprises identifying the command as a voice command.
7. The system of claim 1 , wherein processing a question or a command comprises analyzing enterprise-specific and domain-specific vocabulary.
8. The system of claim 1 , wherein processing a question or a command comprises processing complex queries and deriving intelligence from one or more enterprise applications associated with a customer relationship management (CRM) system.
9. A computer program product comprising computer-readable program code capable of being executed by one or more processors when retrieved from a non-transitory computer-readable medium, the program code comprising instructions configurable to cause:
providing, for display at a mobile device, a user interface (UI) with integrated voice communication, the UI configurable to receive data entries from a user and track tasks for the user to accomplish;
obtaining, from the mobile device, a question or a command through a session, the question or the command comprising an identification of a specific record in a database and a request to view details of the specific record;
processing the question or the command, the processing comprising using machine learning and parsing one or more linguistic constructs of the question or the command;
acting on the question or the command by at least retrieving information associated with the question or the command;
interacting with the mobile device through the session, the interacting comprising providing a response to the question or the command, the response comprising the details of the specific record;
obtaining, from the mobile device, a request to perform an action in relation to the specific record, the requested action comprising one or more of adding a product or updating a price to a customer relationship management (CRM) record implemented as a lead or an opportunity stored in a CRM database; and
performing the requested action in relation to the specific record, the performing of the requested action comprising the one or more of adding the product or updating the price to the CRM record.
10. The computer program product of claim 9 , wherein the specific record is a contact, and the details of the specific record comprise one or more of: job title, affinity, buying role, phone number, or notes on the contact.
11. The computer program product of claim 9 , wherein the requested action on the specific record comprises one or more of: add a note on a contact, view details of an account, view details of an opportunity, view details of a case, or view details of a lead.
12. The computer program product of claim 9 , wherein the details of the specific record comprise an identification of new leads assigned to the specific record.
13. The computer program product of claim 9 , wherein processing a question or a command comprises analyzing enterprise-specific and domain-specific vocabulary.
14. The computer program product of claim 9 , wherein processing a question or a command comprises processing complex queries and deriving intelligence from one or more enterprise applications associated with a customer relationship management (CRM) system.
15. A method comprising:
providing, for display at a mobile device, a user interface (UI) with integrated voice communication, the UI configurable to receive data entries from a user and track tasks for the user to accomplish;
obtaining, from the mobile device, a question or a command through a session, the question or the command comprising an identification of a specific record in a database and a request to view details of the specific record;
processing the question or the command, the processing comprising using machine learning and parsing one or more linguistic constructs of the question or the command;
acting on the question or the command by at least retrieving information associated with the question or the command;
interacting with the mobile device through the session, the interacting comprising providing a response to the question or the command, the response comprising the details of the specific record;
obtaining, from the mobile device, a request to perform an action in relation to the specific record, the requested action comprising one or more of adding a product or updating a price to a customer relationship management (CRM) record implemented as a lead or an opportunity stored in a CRM database; and
performing the requested action in relation to the specific record, the performing of the requested action comprising the one or more of adding the product or updating the price to the CRM record.
16. The method of claim 15 , wherein the specific record is a contact, and the details of the specific record comprise one or more of: job title, affinity, buying role, phone number, or notes on the contact.
17. The method of claim 15 , wherein the requested action on the specific record comprises one or more of: add a note on a contact, view details of an account, view details of an opportunity, view details of a case, or view details of a lead.
18. The method of claim 15 , wherein the details of the specific record comprise an identification of new leads assigned to the specific record.
19. The method of claim 15 , wherein processing a question or a command comprises analyzing enterprise-specific and domain-specific vocabulary.
20. The method of claim 15 , wherein processing a question or a command comprises processing complex queries and deriving intelligence from one or more enterprise applications associated with a customer relationship management (CRM) system.