IP Library Granted Patent US 12,045,706
Granted Patent B2
US 12,045,706 · App. 17/746,690 · Granted Jul 23, 2024

Bot builder dialog map

Inventors: George Hu (San Francisco, CA); Arvind Krishnan (San Francisco, CA); Justin Maguire, III (San Francisco, CA)
Assignee: Salesforce.com, Inc.
G06N3/006G06F16/9027G06N5/043H04L51/02G06F3/0482
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Quick Facts
Patent No.
US 12,045,706
App. No.
17/746,690
Granted
Jul 23, 2024
Kind
B2
Abstract

This disclosure relates to tools to facilitate the configuration of interactive agents, sometimes referred to as bots, chatbots, virtual robots, or talkbots. Specifically, the disclosure relates to the provision of a map view visualization of an interactive agent. The map view can display a complexity indicator or usage percentage for each dialog and provide an easy mechanism for creation of new dialogs, actions, parameters, rules, and logic.

Claims (36)

1. A computer-implemented method for managing a conversation agent, comprising:

providing, using a server, instances of the conversation agent to a plurality of customer devices for interaction in a flow over a communication channel, wherein the flow comprises one or more steps, and wherein a first step in the one or more steps comprises a first action that retrieves data from a resource through an application programming interface and a second action that verifies the retrieved data;

storing, in a database, runtime logs of customer interactions with the conversation agent of the plurality of customer devices at the one or more steps, wherein the runtime logs of customer interactions indicate a quantity of customers entering the one or more steps;

generating data for rendering, by one or more display devices, a map view of a configuration of the conversation agent, the map view comprising: (1) a complexity indicator for each of the one or more steps that indicates a number of actions configured to occur within each of the one or more steps and (2) a visual representation of usage of the one or more steps based on the runtime logs of customer interactions, wherein the visual representation of usage reflects a ratio between a total number of executions of the conversation agent and the quantity of customers entering the one or more steps, and wherein a node in the map view corresponds to the first step; and

responsive to a user selection of the node in the map view, displaying the runtime logs of customer interactions associated with the node including a record of a first execution of the first action and a second record of a second execution of the second action.

2. The method of claim 1 , wherein the runtime logs of customer interactions further comprises inputs and error messages.

3. The method of claim 1 , wherein the one or more steps further comprise pre-defined strings presented to the plurality of customer devices via the communication channel.

4. The method of claim 1 , wherein the communication channel facilitates an exchange of text messages.

5. The method of claim 1 , wherein the communication channel facilitates a verbal exchange of a message.

6. The method of claim 1 , wherein the map view is a tree structure.

7. The method of claim 1 , further comprising:

responsive to an interaction with the node in the map view, editing the configuration of the conversation agent.

8. A system, comprising:

a memory; and

at least one processor coupled to the memory and configured to:

provide, using a server, instances of a conversation agent to a plurality of customer devices for interaction in a flow over a communication channel, wherein the flow comprises one or more steps, and wherein a first step in the one or more steps comprises a first action that retrieves data from a resource through an application programming interface and a second action that verifies the retrieved data;

store, in a database, runtime logs of customer interactions with the conversation agent of the plurality of customer devices at the one or more steps, wherein the runtime logs of customer interactions indicate a quantity of customers entering the one or more steps;

generate data for rendering, by one or more display devices, a map view of a configuration of the conversation agent, the map view comprising: (1) a complexity indicator for each of the one or more steps that indicates a number of actions configured to occur within each of the one or more steps and (2) a visual representation of usage of the one or more steps based on the runtime logs of customer interactions, wherein the visual representation of usage reflects a ratio between a total number of executions of the conversation agent and the quantity of customers entering the one or more steps, and wherein a node in the map view corresponds to first step; and

responsive to a user selection of the node in the map view, display the runtime logs of customer interactions associated with the node including a record of a first execution of the first action and a second record of a second execution of the second action.

9. The system of claim 8 , wherein the runtime logs of customer interactions further comprises inputs and error messages.

10. The system of claim 8 , wherein the one or more steps further comprise pre-defined strings presented to the plurality of customer devices via the communication channel.

11. The system of claim 8 , wherein the communication channel facilitates an exchange of text messages.

12. The system of claim 8 , wherein the communication channel facilitates a verbal exchange of a message.

13. The system of claim 8 , wherein the map view is a tree structure.

14. The system of claim 8 , further comprising:

responsive to an interaction with the node in the map view, editing the configuration of the conversation agent.

15. A non-transitory computer-readable device having instructions stored thereon that, when executed by at least one computing device, causes the at least one computing device to perform operations comprising:

providing, using a server, instances of a conversation agent to a plurality of customer devices for interaction in a flow over a communication channel, wherein the flow comprises one or more steps, and wherein a first step in the one or more steps comprises a first action that retrieves data from a resource through an application programming interface and a second action that verifies the retrieved data;

storing, in a database, runtime logs of customer interactions with the conversation agent of the plurality of customer devices at the one or more steps, wherein the runtime logs of customer interactions indicate a quantity of customers entering the one or more steps;

generating data for rendering, by one or more display devices, a map view of a configuration of the conversation agent, the map view comprising: (1) a complexity indicator for each of the one or more steps that indicates a number of actions configured to occur within each of the one or more steps and (2) a visual representation of usage of the one or more steps based on the runtime logs of customer interactions, wherein the visual representation of usage reflects a ratio between a total number of executions of the conversation agent and the quantity of customers entering the one or more steps, and wherein a node in the map view corresponds to the first step; and

responsive to a user selection of the node in the map view, displaying the runtime logs of customer interactions associated with the node including a record of a first execution of the first action and a second record of a second execution of the second action.

16. The non-transitory computer-readable device of claim 15 , wherein the runtime logs of customer interactions further comprises inputs and error messages.

17. The non-transitory computer-readable device of claim 15 , wherein the one or more steps further comprise pre-defined strings presented to the plurality of customer devices via the communication channel.

18. The non-transitory computer-readable device of claim 15 , wherein the communication channel facilitates an exchange of text messages.

19. The non-transitory computer-readable device of claim 15 , wherein the communication channel facilitates a verbal exchange of a message.

20. The non-transitory computer-readable device of claim 15 , wherein the map view is a tree structure.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0638 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 14, 2024
From: HU, GEORGE; KRISHNAN, ARVIND; MAGUIRE, JUSTIN, III
To: SALESFORCE.COM, INC.
Reel/Frame 066773/0230 →
Continuity (3)
Continuation 15885396 · Jan 31, 2018
Provisional Application 62581568 · Nov 3, 2017
Related Publication 20220335268A1 · Oct 20, 2022