IP Library Granted Patent US 11,915,248
Granted Patent B2
US 11,915,248 · App. 17/581,017 · Granted Feb 27, 2024

Customer management system

Inventor: Tomas Gorny (Scottsdale, AZ)
Assignee: Nextiva, Inc.
G06Q30/01G06F16/9535
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Quick Facts
Patent No.
US 11,915,248
App. No.
17/581,017
Granted
Feb 27, 2024
Kind
B2
Abstract

A system and method are disclosed for scoring an interaction over one or more channels by an end user and an entity by monitoring the communications over the channels and assigning penalties and scores based on topics associated with the communications.

Claims (115)

1. A method of ticket management, comprising:

receiving, by a computer comprising a processor and a memory, a hierarchy of one or more topics;

monitoring, by the computer, one or more channels of communication between one or more end users and one or more entities for one or more communications between at least one end user of the one or more end users and at least one entity of the one or more entities;

detecting, by the computer, in response to the monitoring the one or more communication channels, a communication between the one or more end users and the one or more entities and the direction of communication;

creating, by the computer, in response to the detecting, a ticket detailing the communication channel and the direction of the communication;

analyzing, by the computer, in further response to the detecting the communication between the at least one end user of the one or more end users and at least one entity of the one or more entities, voice or text data sent over the communication channel to identify potential topics of the hierarchy of one or more topics that characterize the communication;

comparing, by the computer, the identified potential topics with standards to generate a confidence score associated with each of the identified potential topics;

ranking, by the computer, the identified potential topics in a list according to the confidence score;

displaying, by the computer, the list to prompt a selection of one of the identified potential topics to categorize the ticket;

receiving, by the computer, the selection to associate the topic with a particular ticket; and

assigning, by the computer, the ticket to one of the one or more entities.

2. The method of claim 1 , further comprising:

electronically recording, by the computer, in further response to the detecting the communication between the at least one end user of the one or more end users and at least one entity of the one or more entities, timestamped event data; and

generating, by the computer, a log of the event data between the at least one end user and at least one entity of the one or more entities.

3. The method of claim 1 , further comprising:

categorizing, by the computer, the ticket according to an organizational structure of the entity.

4. The method of claim 1 , further comprising:

assigning, by the computer, a priority to the ticket;

assigning, by the computer, a priority to other tickets assigned to the entity;

grouping, by the computer, the ticket with the other tickets assigned to the entity;

ranking, by the computer, the grouped tickets assigned to the entity, according to the priority of each ticket; and

displaying, by the computer, the grouped tickets in an ordered list according to the ranking.

5. The method of claim 4 , further comprising:

determining, by the computer, a weight associated with each of the tickets based on combining a satisfaction score of an end user corresponding to each of the tickets with the priority of each the tickets; and

displaying, by the computer, the weight of each of the tickets associated with the end user.

6. The method of claim 1 , further comprising:

sending, by the computer, a survey to an end user when a ticket associated with the end user is resolved or closed; and

displaying, by the computer, the results of the survey to the entity.

7. The method of claim 1 , further comprising:

creating, by the computer, a case associated with the ticket;

associating, by the computer, with the case, data characterizing the case including information identifying the ticket with at least two or more of:

a channel indicator;

a case identification number;

a messages count;

a status indicator;

a priority indicator; and

a weight;

receiving, by the computer, a selection to create a new ticket; and

adding, by the computer, the new ticket to the case.

8. A ticket management system, comprising:

a computer comprising a memory and a processor that:

receives a hierarchy of one or more topics;

monitors one or more channels of communication between one or more end users and one or more entities for one or more communications between at least one end user of the one or more end users and at least one entity of the one or more entities;

detects in response to the monitoring the one or more communication channels, a communication between the one or more end users and the one or more entities and the direction of communication;

creates in response to the detecting, a ticket detailing the communication channel and the direction of the communication;

analyzes in further response to the detecting the communication between the at least one end user of the one or more end users and at least one entity of the one or more entities, voice or text data sent over the communication channel to identify potential topics of the hierarchy of one or more topics that characterize the communication;

compares the identified potential topics with standards to generate a confidence score associated with each of the identified potential topics;

ranks the identified potential topics in a list according to the confidence score;

displays the list to prompt a selection of one of the identified potential topics to categorize the ticket;

receives the selection to associate the topic with a particular ticket; and

assigns the ticket to one of the one or more entities.

9. The system of claim 8 , wherein the computer further:

electronically records, in further response to the detecting the communication between the at least one end user of the one or more end users and at least one entity of the one or more entities, timestamped event data; and

generates a log of the event data between the at least one end user and at least one entity of the one or more entities.

10. The system of claim 9 , wherein the computer further:

categorizes the ticket according to an organizational structure of the entity.

11. The system of claim 8 , wherein the computer further:

assigns a priority to the ticket;

assigns a priority to other tickets assigned to the entity;

groups the ticket with the other tickets assigned to the entity;

ranks the grouped tickets assigned to the entity, according to the priority of each ticket; and

displays the grouped tickets in an ordered list according to the ranking.

12. The system of claim 11 , wherein the computer further:

determines a weight associated with each of the tickets based on combining a satisfaction score of an end user corresponding to each of the tickets with the priority of each the tickets; and

displays the weight of each of the tickets associated with the end user.

13. The system of claim 8 , wherein the computer further:

sends a survey to an end user when a ticket associated with the end user is resolved or closed; and

displays the results of the survey to the entity.

14. The system of claim 8 , wherein the computer further:

creates a case associated with the ticket;

associates with the case, data characterizing the case including information identifying the ticket with at least two or more of:

a channel indicator;

a case identification number;

a messages count;

a status indicator;

a priority indicator; and

a weight;

receives a selection to create a new ticket; and

adds the new ticket to the case.

15. A non-transitory computer-readable medium embodied with software for ticket management, the software when executed using one or more computer systems is programmed to:

receive a hierarchy of one or more topics;

monitor one or more channels of communication between one or more end users and one or more entities for one or more communications between at least one end user of the one or more end users and at least one entity of the one or more entities;

detect in response to the monitoring the one or more communication channels, a communication between the one or more end users and the one or more entities and the direction of communication;

create in response to the detecting, a ticket detailing the communication channel and the direction of the communication;

analyze in further response to the detecting the communication between the at least one end user of the one or more end users and at least one entity of the one or more entities, voice or text data sent over the communication channel to identify potential topics of the hierarchy of one or more topics that characterize the communication;

compare the identified potential topics with standards to generate a confidence score associated with each of the identified potential topics;

rank the identified potential topics in a list according to the confidence score;

display the list to prompt a selection of one of the identified potential topics to categorize the ticket;

receive the selection to associate the topic with a particular ticket; and

assign the ticket to one of the one or more entities.

16. The non-transitory computer-readable medium of claim 15 , wherein the software is further programmed to:

electronically record, in further response to the detecting the communication between the at least one end user of the one or more end users and at least one entity of the one or more entities, timestamped event data; and

generate a log of the event data between the at least one end user and at least one entity of the one or more entities.

17. The non-transitory computer-readable medium of claim 16 , wherein the software is further programmed to:

categorize the ticket according to an organizational structure of the entity.

18. The non-transitory computer-readable medium of claim 16 , wherein the software is further programmed to:

assign a priority to the ticket;

assign a priority to other tickets assigned to the entity;

group the ticket with the other tickets assigned to the entity;

rank the grouped tickets assigned to the entity, according to the priority of each ticket; and

display the grouped tickets in an ordered list according to the ranking.

19. The non-transitory computer-readable medium of claim 18 , wherein the software is further programmed to:

determine a weight associated with each of the tickets based on combining a satisfaction score of an end user corresponding to each of the tickets with the priority of each the tickets; and

display the weight of each of the tickets associated with the end user.

20. The non-transitory computer-readable medium of claim 18 , wherein the software is further programmed to:

create a case associated with the ticket;

associate with the case, data characterizing the case including information identifying the ticket with at least two or more of:

a channel indicator;

a case identification number;

a messages count;

a status indicator;

a priority indicator; and

a weight;

receive a selection to create a new ticket; and

add the new ticket to the case.

Assignments (3)
CORRECTIVE ASSIGNMENT TO CORRECT THE CORRECT THE PROPERTY NUMBERS PREVIOUSLY RECORDED AT REEL: 67172 FRAME: 404. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Apr 23, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067308/0183 →
SECURITY INTEREST Recorded Apr 19, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067172/0404 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 26, 2022
From: GORNY, TOMAS
To: NEXTIVA, INC.
Reel/Frame 058775/0694 →
Continuity (4)
Continuation 16416533 · May 20, 2019
Continuation 15651372 · Jul 17, 2017
Continuation 14485626 · Sep 12, 2014
Related Publication 20220156751A1 · May 19, 2022
Cited By (1)
US 12,664,988