IP Library Granted Patent US 11,689,603
Granted Patent B2
US 11,689,603 · App. 17/230,903 · Granted Jun 27, 2023

Systems and methods for client-side contextual engagement

Inventors: Michael Galloway (San Jose, CA); Randy Nasson (San Francisco, CA); Jonathan Lee Bell (Austin, TX); Jonathan Pollock (Berkley, MA)
Assignee: MOXIE SOFTWARE, INC.
H04L67/02H04L67/60
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Quick Facts
Patent No.
US 11,689,603
App. No.
17/230,903
Granted
Jun 27, 2023
Kind
B2
Abstract

Disclosed is a new approach for client-side contextual engagement with a website visitor. A browser loads a page containing a reference to a script file implementing a visitor client. The visitor client may store visitor client data including site rules and a visitor profile locally on the client device. The visitor client may include a context monitor for calling the decision engine, a decision engine for evaluating the site rules relative to a context defined at least partially by events occurring on the page and the visitor profile, and a widget manager for managing visitor client data persisted on the client device. The content monitor may call the decision engine when the context changes. The decision engine may determine, in real time and relative to the context, that proactive or reactive engagement(s) may be appropriate and call the widget manager to launch and display corresponding engagement channel(s) on the page.

Claims (46)

1. A method for client-side contextual engagement, the method comprising:

detecting, by a visitor client on a user device, that a website visitor visiting a website is viewing a technical description of an item on a web page of the website, the visitor client automatically loaded on the web page while the web page is loaded within a browser window of a browser on the user device;

determining, by the visitor client from a plurality of engagement types based at least in part on visitor profile data associated with the website visitor, that the website visitor is to be engaged about the item through chat;

proactively presenting, by the visitor client without user intervention, a chat channel on the web page;

responsive to the website visitor selecting the chat channel, performing:

generating a chat user interface on the web page;

displaying the chat user interface on the web page; and

opening a connection for connecting the chat user interface to an engagement server, wherein the engagement server notifies an agent associated with the website to engage with the website visitor through the chat channel in context of the website visitor viewing the item on the web page; and

generating and displaying a message on the web page in proximity to a location on the web page that triggered the detecting in response to a pointing device hovering over or touching the location on the web page.

2. The method according to claim 1 , wherein the detecting further comprises detecting that the website visitor is viewing a description of the item on the web page.

3. The method according to claim 2 , wherein the description of the item describes a problem or issue with the item.

4. The method according to claim 1 , wherein the detecting further comprises detecting that a pointing device connected to the user device is hovering over or touching a specified location on the web page.

5. The method according to claim 1 , wherein the determining further comprises evaluating a site rule for the web site, the site rule specifying available hours of the chat channel.

6. The method according to claim 1 , further comprising: retrieving an article about the item from a knowledge base; and displaying the article from the knowledge base on the web page in context of the website visitor viewing the item on the web page.

7. A system for client-side contextual engagement, the system comprising:

a processor;

a non-transitory computer-readable medium; and

stored instructions translatable by the processor for causing a visitor client to perform:

detecting that a website visitor visiting a website is viewing a technical description of an item on a web page of the website, the visitor client automatically loaded on the web page while the web page is loaded within a browser window of a browser executing on the processor;

determining, from a plurality of engagement types based at least in part on visitor profile data associated with the website visitor, that the website visitor is to be engaged about the item through chat;

proactively presenting, without user intervention, a chat channel on the web page;

responsive to the website visitor selecting the chat channel, performing:

generating a chat user interface on the web page;

displaying the chat user interface on the web page; and

opening a connection for connecting the chat user interface to an engagement server, wherein the engagement server notifies an agent associated with the website to engage with the website visitor through the chat channel in context of the website visitor viewing the item on the web page; and

generating and displaying a message on the web page in proximity to a location on the web page that triggered the detecting in response to a pointing device hovering over or touching the location on the web page.

8. The system of claim 7 , wherein the detecting further comprises detecting that the website visitor is viewing a description of the item on the web page.

9. The system of claim 8 , wherein the description of the item describes a problem or issue with the item.

10. The system of claim 7 , wherein the detecting further comprises detecting that a pointing device connected to the user device is hovering over or touching a specified location on the web page.

11. The system of claim 7 , wherein the determining further comprises evaluating a site rule for the web site, the site rule specifying available hours of the chat channel.

12. The system of claim 7 , wherein the stored instructions are further translatable by the processor for causing the visitor client to perform:

retrieving an article about the item from a knowledge base; and

displaying the article from the knowledge base on the web page in context of the website visitor viewing the item on the web page.

13. A computer program product for client-side contextual engagement, the computer program product comprising a non-transitory computer-readable medium storing instructions translatable by a processor for causing a visitor client to perform:

detecting that a website visitor visiting a website is viewing a technical description of an item on a web page of the website, the visitor client automatically loaded on the web page while the web page is loaded within a browser window of a browser executing on the processor;

determining, from a plurality of engagement types based at least in part on visitor profile data associated with the website visitor, that the website visitor is to be engaged about the item through chat;

proactively presenting, without user intervention, a chat channel on the web page;

responsive to the website visitor selecting the chat channel, performing:

generating a chat user interface on the web page;

displaying the chat user interface on the web page; and

opening a connection for connecting the chat user interface to an engagement server, wherein the engagement server notifies an agent associated with the website to engage with the website visitor through the chat channel in context of the website visitor viewing the item on the web page; and

generating and displaying a message on the web page in proximity to a location on the web page that triggered the detecting in response to a pointing device hovering over or touching the location on the web page.

14. The computer program product of claim 13 , wherein the detecting further comprises detecting that the website visitor is viewing a description of the item on the web page.

15. The computer program product of claim 14 , wherein the description of the item describes a problem or issue with the item.

16. The computer program product of claim 13 , wherein the detecting further comprises detecting that a pointing device connected to the user device is hovering over or touching a specified location on the web page.

17. The computer program product of claim 13 , wherein the determining further comprises evaluating a site rule for the web site, the site rule specifying available hours of the chat channel.

Assignments (3)
RELEASE OF SECURITY INTEREST Recorded Aug 4, 2021
From: ALLY COMMERCIAL FINANCE LLC
To: MOXIE SOFTWARE, INC.
Reel/Frame 057077/0175 →
RELEASE OF SECURITY INTEREST Recorded Aug 4, 2021
From: ALLY BANK
To: MOXIE SOFTWARE, INC.
Reel/Frame 057077/0218 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 7, 2021
From: GALLOWAY, MICHAEL; NASSON, RANDY; BELL, JONATHAN LEE; POLLOCK, JONATHAN
To: MOXIE SOFTWARE, INC.
Reel/Frame 056460/0106 →
Continuity (4)
Continuation 16782494 · Feb 5, 2020
Continuation 14819043 · Aug 5, 2015
Provisional Application 62033497 · Aug 5, 2014
Related Publication 20210234916A1 · Jul 29, 2021