IP Library Granted Patent US 11,223,722
Granted Patent B1
US 11,223,722 · App. 17/348,545 · Granted Jan 11, 2022

System and method for unified autodial campaign management

Inventors: Ashok Raj Susairaju (Chennai, IN); Ashish Koul (San Jose, CA)
Assignee: AcqueonTechnologies Inc.
H04M3/5158G06Q10/06311H04M3/5183
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Quick Facts
Patent No.
US 11,223,722
App. No.
17/348,545
Granted
Jan 11, 2022
Kind
B1
Abstract

A system and method for unified autodial campaign management, comprising a campaign management console, a data services engine, a traffic shaper, an agent desktop, Control agent desktop, an auto-dialer, and a simple dialer which allows enterprises to conduct unified communications campaigns without differentiating between prior expressed written consent consumers, and those who have not provided prior expressed written consent, to being autodialed or receiving artificial or pre-recorded voice messages, allowing for compliance with regulations regarding such consent without splitting or bifurcating or otherwise hampering communications campaigns for the enterprise customers.

Claims (47)

1. A system for unified autodial campaign management, comprising:

a customer records list, wherein the customer records list contains both records with prior express written consent and records without prior express written consent, and wherein each record comprises a corresponding customer phone number;

a campaign manager console comprising at least a first plurality of programming instructions stored in the at least one memory of, and operating on at least one processor of, the computer system, wherein the first plurality of programming instructions, when operating on the at least one processor, cause the computer system to:

segregate prior express written consent records and non-prior express written consent records from the customer records list;

deliver prior express written consent records to an auto-dialer; and

deliver non-prior express written consent to a traffic shaper;

a traffic shaper comprising at least a second plurality of programming instructions stored in the at least one memory of, and operating on at least one processor of, the computer system, wherein the second plurality of programming instructions, when operating on the at least one processor, cause the computer system to:

receive non-prior express written consent records; and

request to reserve agents from a data services engine once non-prior express written consent record numbers cross a predetermined threshold;

a data services engine comprising at least a third plurality of programming instructions stored in the at least one memory of, and operating on at least one processor of, the computer system, wherein the third plurality of programming instructions, when operating on the at least one processor, cause the computer system to:

determine all available agents available for one or more non-prior express written consent customers;

reserve agents for the one or more non-prior express written consent customers based on the request from a traffic shaper;

tether a connection between at least one of the one or more agent desktops and an auto-dialer;

an agent desktop comprising at least a fourth plurality of programming instructions stored in the at least one memory of, and operating on at least one processor of, the computer system, wherein the fourth plurality of programming instructions, when operating on the at least one processor, cause the computer system to:

display one or more non-prior express written consent customer records; and

forward at least one non-prior express written consent customer record to an auto-dialer; and

an auto-dialer comprising at least a fifth plurality of programming instructions stored in the at least one memory of, and operating on at least one processor of, the computer system, wherein the fifth plurality of programming instructions, when operating on the at least one processor, cause the computer system to:

automatically dial the corresponding customer phone number of one or more received prior express written consent customer records;

receive a forwarded non-prior express written consent customer record from an agent desktop;

automatically dial the corresponding customer phone number of the forwarded non-prior express written consent customer record that has been forwarded from an agent desktop; and

establish a tethered connection between one or more communications devices and the one or more dialed customer corresponding phone numbers.

2. The system of claim 1 , wherein the agent desktop has no audio communications capabilities.

3. The system of claim 1 , wherein the agent desktop has audio communications capabilities, and the tethered connection established by the auto-dialer is established with a contact center agent operating the agent desktop.

4. The system of claim 1 , wherein all non-prior express written consent customer records are dialed with a simple dialer rather than an auto-dialer, wherein the agent desktop interaction with the at least one non-prior express written consent customer record forwards the customer record with a corresponding phone number to a simple dialer; and

further comprising a simple dialer comprising at least a sixth plurality of programming instructions stored in the at least one memory of, and operating on at least one processor of, the computer system, wherein the sixth plurality of programming instructions, when operating on the at least one processor, cause the computer system to:

receive a forwarded non-prior express written consent customer record from an agent desktop;

dial the customer number that has been forwarded from an agent desktop; and

establish a tethered connection between a prior express written consent customer record and one or more communication devices, after dialing a number.

5. The system of claim 4 , wherein the campaign management console, auto-dialer, simple dialer, and agent desktop, are all operated as separate services communicating over a Wide Area Network.

6. The system of claim 4 , wherein the campaign management console, auto-dialer, simple dialer, and agent desktop, are all operated as services managed through a single cloud service provider, connected to clients over a Wide Area Network and Public Switched Telephone Network.

7. A method for unified autodial campaign management, comprising the steps of:

segregating prior express written consent records and non-prior express written consent records from a customer records list, wherein each record comprises a corresponding customer phone number;

determining all available agents available for one or more of the non-prior express written consent customers;

reserving agents for the one or more non-prior express written consent customers;

tethering a connection between at least one or more agent desktops and an auto-dialer;

displaying one or more non-prior express written consent customer records on at least one of the one or more agent desktops;

automatically dialing a corresponding phone number of one or more prior express written consent customer records;

automatically dialing a corresponding phone number of the non-prior express written consent customer record; and

establishing a tethered connection between one or more communications devices and the one or more dialed customer corresponding phone numbers.

8. The method of claim 7 , wherein the agent desktop has no audio communications capabilities.

9. The method of claim 7 , wherein the agent desktop has audio communications capabilities, and the tethered connection established by the auto-dialer is established with a contact center agent operating the agent desktop.

10. The method of claim 7 , wherein all non-prior express written consent customer records are dialed with a simple dialer rather than an auto-dialer, wherein the agent desktop interaction with the at least one non-prior express written consent customer record forwards the customer record with a corresponding phone number to a simple dialer; and further including the steps of:

receiving a forwarded non-prior express written consent customer record;

dialing the forwarded customer number; and

establishing a tethered connection between a prior express written consent customer record and one or more communication devices, after dialing a number.

11. The method of claim 7 , wherein the campaign management console, auto-dialer, simple dialer, and agent desktop, are all operated as separate services communicating over a Wide Area Network.

12. The method of claim 7 , wherein the campaign management console, auto-dialer, simple dialer, and agent desktop, are all operated as services managed through a single cloud service provider, connected to clients over a Wide Area Network and Public Switched Telephone Network.

Assignments (7)
CORRECTIVE ASSIGNMENT TO CORRECT THE CONVEYING PARTY AND RECEIVING PARTY ON THE PATENT ASSIGNMENT COVER SHEET PREVIOUSLY RECORDED ON REEL 68417 FRAME 825. ASSIGNOR(S) HEREBY CONFIRMS THE RELEASE OF SECURITY INTEREST. Recorded Sep 9, 2024
From: WESTERN ALLIANCE BANK
To: ACQUEON TECHNOLOGIES, INC.
Reel/Frame 068906/0674 →
RELEASE OF SECURITY INTEREST Recorded Aug 27, 2024
From: ACQUEON TECHNOLOGIES, INC.
To: WESTERN ALLIANCE BANK
Reel/Frame 068417/0825 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded May 3, 2024
From: ORIX GROWTH CAPITAL, LLC,
To: ACQUEON TECHNOLOGIES INC.
Reel/Frame 067310/0613 →
RELEASE OF SECURITY INTEREST Recorded May 3, 2024
From: ORIX GROWTH CAPITAL, LLC
To: ACQUEON TECHNOLOGIES INC.
Reel/Frame 067313/0475 →
SECURITY INTEREST Recorded Oct 14, 2022
From: ACQUEON TECHNOLOGIES, INC.
To: WESTERN ALLIANCE BANK
Reel/Frame 061423/0389 →
SECURITY INTEREST Recorded Feb 14, 2022
From: ACQUEON TECHNOLOGIES INC.
To: ORIX GROWTH CAPITAL, LLC
Reel/Frame 058996/0723 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 12, 2021
From: SUSAIRAJU, ASHOK RAJ; KOUL, ASHISH
To: ACQUEON TECHNOLOGIES INC.
Reel/Frame 058366/0771 →
Continuity (1)
Provisional Application 63130014 · Dec 23, 2020