IP Library Granted Patent US 11,157,695
Granted Patent B1
US 11,157,695 · App. 17/206,591 · Granted Oct 26, 2021

Systems and methods for selecting effective phrases to be presented during a conversation

Inventors: Tianlin Shi (Menlo Park, CA); Saurabh Misra (San Francisco, CA); Motoki Dean Wu (Walnut Creek, CA)
Assignee: CRESTA INTELLIGENCE INC.
G06F40/289G06N20/00G10L15/08
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Quick Facts
Patent No.
US 11,157,695
App. No.
17/206,591
Granted
Oct 26, 2021
Kind
B1
Abstract

A conversation may be monitored in real time using a trained machine learning model to identify a desired outcome of a conversation and generate one or more phrases for accomplishing the desired outcome. A confidence score may also be determined for one or more phrases that indicates a likelihood that the one or more phrases may help accomplish the desired outcome of the conversation. In some examples, a confidence score may be based on whether an agent, a caller, or both responded unfavorably to a similar phrase used previously in another conversation. In other examples, a confidence score corresponding to one or more phrases may be based on whether a prior conversation in which one or more similar phrases was used resulted in the desired outcome being accomplished.

Claims (114)

1. One or more non-transitory computer-readable media storing instructions, which when executed by one or more hardware processors, cause performance of operations comprising:

training a machine learning model to identify a phrase for use in a conversation at least by:

obtaining training data sets, each training data set comprising:

a set of prior conversations;

a set of phrases used in at least one prior conversation of the set of prior conversations;

a set of prior desired outcomes corresponding to the prior conversations of the set of prior conversations;

a set of rates at which the prior desired outcomes of the prior conversations were accomplished;

training the machine learning model based on the training data sets;

monitoring a conversation in real-time to detect one or more attributes of the conversation;

identifying a set of one or more candidate phrases for accomplishing a desired outcome of the conversation;

applying the trained machine model to select a particular phrase from the set of one or more candidate phrases, the particular phrase associated with an increased likelihood of accomplishing the desired outcome of the conversation;

presenting the particular phrase for use in the conversation;

updating the training data sets by:

identifying a first start date and a first end date between which the set of prior conversations occurred;

identifying (a) a second start date between the first start date and the first end date and (b) a second end date after the first end date;

selecting an updated set of prior conversations that occurred between the second start date and the second end date; and

retraining the trained machine learning model with the updated set of prior conversations.

2. One or more non-transitory computer-readable media storing instructions, which when executed by one or more hardware processors, cause performance of operations comprising:

training a machine learning model to identify a phrase for use in a conversation at least by:

obtaining training data sets, each training data set comprising:

a set of prior conversations;

a set of phrases used in at least one prior conversation of the set of prior conversations;

a set of prior desired outcomes corresponding to the prior conversations of the set of prior conversations;

a set of rates at which the prior desired outcomes of the prior conversations were accomplished;

training the machine learning model based on the training data sets;

monitoring a conversation in real-time to detect one or more attributes of the conversation;

identifying a set of one or more candidate phrases for accomplishing a desired outcome of the conversation;

applying the trained machine model to select a particular phrase from the set of one or more candidate phrases, the particular phrase associated with an increased likelihood of accomplishing the desired outcome of the conversation;

presenting the particular phrase for use in the conversation;

monitoring the conversation after providing the particular phrase, the monitoring identifying at least one additional attribute of the conversation;

responsive to the at least one additional attribute, re-applying the trained machine learning model;

based on the re-application of the trained machine learning model, selecting a second phrase from the set of one or more candidate phrases to be provided for use in the conversation; and

wherein the particular phrase is de-selected and replaced by the second phrase, the second phrase being provided for use in the conversation instead of the particular phrase.

3. One or more non-transitory computer-readable media storing instructions, which when executed by one or more hardware processors, cause performance of operations comprising:

training a machine learning model to identify a phrase for use in a conversation at least by:

obtaining training data sets, each training data set comprising:

a set of prior conversations;

a set of phrases used in at least one prior conversation of the set of prior conversations;

a set of prior desired outcomes corresponding to the prior conversations of the set of prior conversations;

a set of rates at which the prior desired outcomes of the prior conversations were accomplished;

training the machine learning model based on the training data sets;

monitoring a conversation in real-time to detect one or more attributes of the conversation;

identifying a set of one or more candidate phrases for accomplishing a desired outcome of the conversation;

applying the trained machine model to select a particular phrase from the set of one or more candidate phrases, the particular phrase associated with an increased likelihood of accomplishing the desired outcome of the conversation;

presenting the particular phrase for use in the conversation;

wherein the set of phrases used in the at least one prior conversation of the set of prior conversations in the training data sets are associated with:

at least one prior desired outcome of the set of prior desired outcomes;

a corresponding label indicating whether the prior desired outcome was accomplished or not accomplished;

wherein the applying operation comprises refraining from selecting a phrase associated with the label indicating the prior desired outcome was not accomplished as the particular phrase;

the set of phrases used in the at least one prior conversation of the set of prior conversations are associated with a label indicating whether a response to the phrases of the set of phrases was an adverse response; and

the applying operation comprises refraining from selecting a phrase associated with the adverse response as the particular phrase.

4. The non-transitory computer-readable media of claim 1 , wherein:

each training data set further comprises a set of characteristics associated with prior participants in the one or more corresponding prior conversations; and

applying the trained machine learning model further comprises selecting the particular phrase based, at least in part, on a set of target characteristics associated with a present participant in the conversation.

5. The non-transitory computer-readable media of claim 4 , wherein the characteristics of the set of characteristics associated with the prior participants in one or more corresponding prior conversations comprise one or more of demographic information, a browsing history, and a product engagement history.

6. The non-transitory computer-readable media of claim 1 , wherein presenting the particular phrase for use in the conversation comprises presenting the particular phrase in a text transmission interface.

7. The non-transitory computer-readable media of claim 1 , further comprising identifying the desired outcome of the conversation based on the one or more attributes of the conversation.

8. A method comprising:

training a machine learning model to identify a phrase for use in a conversation at least by:

obtaining training data sets, each training data set comprising:

a set of prior conversations;

a set of phrases used in at least one prior conversation of the set of prior conversations;

a set of prior desired outcomes corresponding to the prior conversations of the set of prior conversations;

a set of rates at which the prior desired outcomes of the prior conversations were accomplished;

training the machine learning model based on the training data sets;

monitoring a conversation in real-time to detect one or more attributes of the conversation;

identifying a set of one or more candidate phrases for accomplishing a desired outcome of the conversation;

applying the trained machine model to select a particular phrase from the set of one or more candidate phrases, the particular phrase associated with an increased likelihood of accomplishing the desired outcome of the conversation;

presenting the particular phrase for use in the conversation;

updating the training data sets by:

identifying a first start date and a first end date between which the set of prior conversations occurred;

identifying (a) a second start date between the first start date and the first end date and (b) a second end date after the first end date;

selecting an updated set of prior conversations that occurred between the second start date and the second end date; and

retraining the trained machine learning model with the updated set of prior conversations.

9. A method comprising:

training a machine learning model to identify a phrase for use in a conversation at least by:

obtaining training data sets, each training data set comprising:

a set of prior conversations;

a set of phrases used in at least one prior conversation of the set of prior conversations;

a set of prior desired outcomes corresponding to the prior conversations of the set of prior conversations;

a set of rates at which the prior desired outcomes of the prior conversations were accomplished;

training the machine learning model based on the training data sets;

monitoring a conversation in real-time to detect one or more attributes of the conversation;

identifying a set of one or more candidate phrases for accomplishing a desired outcome of the conversation;

applying the trained machine model to select a particular phrase from the set of one or more candidate phrases, the particular phrase associated with an increased likelihood of accomplishing the desired outcome of the conversation;

presenting the particular phrase for use in the conversation;

monitoring the conversation after providing the particular phrase, the monitoring identifying at least one additional attribute of the conversation;

responsive to the at least one additional attribute, re-applying the trained machine learning model; and

based on the re-application of the trained machine learning model, selecting a second phrase from the set of one or more candidate phrases to be provided for use in the conversation; and

wherein the particular phrase is de-selected and replaced by the second phrase, the second phrase being provided for use in the conversation instead of the particular phrase.

10. A method comprising:

training a machine learning model to identify a phrase for use in a conversation at least by:

obtaining training data sets, each training data set comprising:

a set of prior conversations;

a set of phrases used in at least one prior conversation of the set of prior conversations;

a set of prior desired outcomes corresponding to the prior conversations of the set of prior conversations;

a set of rates at which the prior desired outcomes of the prior conversations were accomplished;

training the machine learning model based on the training data sets;

monitoring a conversation in real-time to detect one or more attributes of the conversation;

identifying a set of one or more candidate phrases for accomplishing a desired outcome of the conversation;

applying the trained machine model to select a particular phrase from the set of one or more candidate phrases, the particular phrase associated with an increased likelihood of accomplishing the desired outcome of the conversation;

presenting the particular phrase for use in the conversation;

wherein the set of phrases used in the at least one prior conversation of the set of prior conversations in the training data sets are associated with:

at least one prior desired outcome of the set of prior desired outcomes;

a corresponding label indicating whether the prior desired outcome was accomplished or not accomplished; and

wherein the applying operation comprises refraining from selecting a phrase associated with the label indicating the prior desired outcome was not accomplished as the particular phrase;

the set of phrases used in the at least one prior conversation of the set of prior conversations are associated with a label indicating whether a response to the phrases of the set of phrases was an adverse response; and

the applying operation comprises refraining from selecting a phrase associated with the adverse response as the particular phrase.

11. The method of claim 8 , wherein:

each training data set further comprises a set of characteristics associated with prior participants in the one or more corresponding prior conversations; and

applying the trained machine learning model further comprises selecting the particular phrase based, at least in part, on a set of target characteristics associated with a present participant in the conversation.

12. The method of claim 11 , wherein the characteristics of the set of characteristics associated with the prior participants in one or more corresponding prior conversations comprise one or more of demographic information, a browsing history, and a product engagement history.

13. The method of claim 8 , wherein presenting the particular phrase for use in the conversation comprises presenting the particular phrase in a text transmission interface.

14. The method of claim 8 , further comprising identifying the desired outcome of the conversation based on the one or more attributes of the conversation.

Assignments (4)
SECURITY INTEREST Recorded Jun 26, 2026
From: CRESTA INTELLIGENCE INC.
To: FIRST-CITIZENS BANK & TRUST COMPANY, AS AGENT
Reel/Frame 075095/0172 →
RELEASE OF SECURITY INTEREST Recorded Aug 12, 2025
From: TRIPLEPOINT CAPITAL LLC; TRIPLEPOINT VENTURE GROWTH BDC CORP.; TRIPLEPOINT PRIVATE VENTURE CREDIT INC.
To: CRESTA INTELLIGENCE INC.
Reel/Frame 071996/0713 →
SECURITY INTEREST Recorded Jun 6, 2024
From: CRESTA INTELLIGENCE INC.
To: TRIPLEPOINT CAPITAL LLC, AS COLLATERAL AGENT
Reel/Frame 067650/0563 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 19, 2021
From: SHI, TIANLIN; MISRA, SAURABH; WU, MOTOKI DEAN
To: CRESTA INTELLIGENCE INC.
Reel/Frame 055650/0985 →
Continuity (1)
Continuation 16944651 · Jul 31, 2020