IP Library Granted Patent US 11,288,687
Granted Patent B2
US 11,288,687 · App. 16/828,485 · Granted Mar 29, 2022

Triggering and conducting an automated survey

Inventors: Karl Meyer (Atlanta, GA); Jonathan Turner (Marietta, GA)
Assignee: XPO Last Mile, Inc.
G06Q30/0203G06Q10/00G06Q10/0631G06Q10/06311G06Q10/083G06Q10/0833G06Q30/016G06Q30/02G06Q30/0282G06Q10/1095G08G1/123
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 11,288,687
App. No.
16/828,485
Granted
Mar 29, 2022
Kind
B2
Abstract

Systems and methods for initiating and conducting an automated survey are disclosed herein. According to some implementations, a processing device of a computer may receive a notification of an occurrence of a trigger event after the occurrence of the trigger event, initiate an automated survey to be offered to the customer, conduct the automated survey with the customer, and receive survey result information from the customer in response to the automated survey.

Claims (41)

1. A computer-implemented method for preparing and conducting an automated customer survey, comprising the steps of:

storing customer information and order information in a database in a memory device;

storing recorded voice scripts in the database;

communicating at least a portion of the customer information and order information to a servicer, including information regarding a service to be performed by the servicer for a customer at a customer location;

receiving a trigger event indicating that the servicer has completed the service to be performed by the servicer;

preparing, in response to the trigger event, a telephone survey regarding the service to be performed by the servicer for the customer, the telephone survey employing the recorded voice scripts, customer information and order information from the database in the memory device;

attempting to present the telephone survey to the customer after a pre-configured delay;

if the telephone survey is presented to the customer, receiving a survey response from the customer, storing the survey response in a survey record, and providing the survey response to a survey monitor; and

if the survey is not presented to the customer after a predetermined number of attempts, indicating in the survey record that no contact was made.

2. The computer-implemented method of claim 1 , wherein the trigger event comprises an automatic communication initiated in response to the servicer departing from the customer location.

3. The computer-implemented method of claim 1 , wherein the trigger event comprises a communication that is manually initiated by the servicer.

4. The computer-implemented method of claim 1 , wherein the survey response information is collected via a voice response unit.

5. The computer-implemented method of claim 4 , wherein the survey response information comprises numeric responses and an audio response.

6. The computer-implemented method of claim 1 , further comprising the steps of:

analyzing the survey response to obtain a survey score;

recommending follow-up action based on a predetermined survey score; and

creating a follow-up record in the database.

7. The computer-implemented method of claim 1 , further comprising the steps of:

receiving input from the survey monitor; and

storing the input from the survey monitor in the survey record.

8. The computer-implemented method of claim 7 , wherein the input from the survey monitor comprises a summary of the survey response information.

9. The computer-implemented method of claim 1 , wherein the service to be performed by the servicer is selected from the group consisting of delivering an item, installing an item, and servicing an item.

10. The computer-implemented method of claim 1 , wherein the survey response information comprises a voice message from the customer.

11. An automated survey system, comprising:

a processing device coupled to an interface device;

a memory device including a database, the database containing a plurality of recorded audio survey scripts,

wherein the processing device is configured to:

store customer information and order information in the database in the memory device;

communicate, via the interface device, at least a portion of the customer information and the order information to a servicer, including information regarding a service to be performed by the servicer for a customer at a customer location;

receive a trigger event indicating that the servicer has completed the service to be performed by the servicer for the customer at the customer location;

prepare, in response to the trigger event, a telephone survey regarding the service to be performed by the servicer for the customer, the telephone survey combining a recorded audio survey script, customer information and order information from the database in the memory device;

present, via the interface device, the telephone survey to the customer after a pre-configured delay;

receive a survey response from the customer and store the survey response in a survey record;

determine if the survey response included a voice message from the customer;

if the survey response included a voice message from the customer, provide the survey response information and the voice message to a survey monitor;

receive input from the survey monitor and store the input from the survey monitor in the survey record; and

make survey results available for reporting and tracking.

12. The automated survey system of claim 11 , wherein the trigger event comprises an automatic communication initiated in response to the servicer departing from the customer location.

13. The automated survey system of claim 11 , wherein the trigger event comprises a communication that is manually initiated by the servicer.

14. The automated survey system of claim 11 , wherein the survey response information is collected via a voice response unit.

15. The automated survey system of claim 14 , wherein the survey response information comprises numeric responses and an audio response.

Assignments (5)
PATENT SECURITY AGREEMENT Recorded Feb 5, 2026
From: RXO LAST MILE, INC.
To: BANK OF AMERICA, N.A., AS AGENT
Reel/Frame 074721/0486 →
CHANGE OF NAME Recorded Nov 29, 2022
From: XPO LAST MILE, INC.
To: RXO LAST MILE, INC.
Reel/Frame 062006/0535 →
PARTIAL RELEASE OF SECURITY INTEREST IN PATENTS AT REEL 052371, FRAME 0050 Recorded Nov 2, 2022
From: CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK, AS AGENT
To: XPO LAST MILE, INC.
Reel/Frame 061837/0325 →
PARTIAL RELEASE OF SECURITY INTEREST IN PATENTS AT REEL 037108, FRAME 0885 Recorded Nov 2, 2022
From: MORGAN STANLEY SENIOR FUNDING, INC., AS AGENT
To: XPO LAST MILE, INC.
Reel/Frame 061838/0413 →
PARTIAL RELEASE OF SECURITY INTEREST IN PATENTS AT REEL 037108, FRAME 0894 Recorded Nov 2, 2022
From: MORGAN STANLEY SENIOR FUNDING, INC., AS AGENT
To: XPO LAST MILE, INC.
Reel/Frame 061838/0952 →
Continuity (5)
Continuation 16278507 · Feb 18, 2019
Continuation 14746207 · Jun 22, 2015
Continuation 12722455 · Mar 11, 2010
Provisional Application 61266599 · Dec 4, 2009
Related Publication 20200226625A1 · Jul 16, 2020