IP Library Granted Patent US 11,743,214
Granted Patent B2
US 11,743,214 · App. 17/839,643 · Granted Aug 29, 2023

System and method for performing follow up based on user interactions

Inventor: Ron Karidi (New York, NY)
Assignee: LIVEPERSON, INC.
H04L51/04G06F16/972G06F21/6263H04L67/02H04L67/535
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Quick Facts
Patent No.
US 11,743,214
App. No.
17/839,643
Granted
Aug 29, 2023
Kind
B2
Abstract

A system and method for follow up management comprising determining if a user has a repository record, extracting information from the repository record associated with the user, and acting on information stored in the repository record. The method may be practiced on a system for managing online interaction comprising a business rules engine a follow up repository, and a follow up engine.

Claims (56)

1. A computer-implemented method, comprising:

receiving a request to access a web page, wherein the request is associated with a user device, and wherein the user device has not previously accessed the web page;

storing a cookie on the user device;

monitoring real-time events associated with the user device, wherein the real-time events are monitored in real-time as the user device interacts with the web page;

dynamically generating a follow up record in real-time as the real-time events occur, wherein the follow up record indicates a follow up activity to be performed during a subsequent visit to the web page by the user device;

associating the follow up record with the cookie, wherein during the subsequent visit, the cookie is used to retrieve the follow up record for performance of the follow up activity;

generating a prediction as to whether the subsequent visit will occur within a first pre-defined time period, wherein the prediction is generated after a second pre-defined time period corresponding to an end to a user device session on the web page, wherein the prediction is generated based on the real-time events, and wherein the prediction is used to select a storage method for storing the follow up record; and

storing the follow up record according to the storage method.

2. The computer-implemented method of claim 1 , wherein:

the prediction indicates that the user device will return to the web page within the first pre-defined time period; and

the storage method includes storing the follow up record in memory for a duration of the first pre-defined period.

3. The computer-implemented method of claim 1 , wherein:

the prediction indicates that the user device will not return to the web page within the first pre-defined time period; and

the storage method includes storing the follow up record in a database.

4. The computer-implemented method of claim 1 , wherein the follow up activity corresponds to an offline channel activity that is to be performed using a communication method during the subsequent visit to the web page.

5. The computer-implemented method of claim 1 , wherein the cookie indicates an expiration date associated with the follow up record, and wherein when the cookie is retrieved during the subsequent visit, the expiration date is used to determine whether the follow up record is expired.

6. The computer-implemented method of claim 1 , wherein the follow up record includes an Extensible Markup Language (XML) instruction, and wherein the XML instruction causes the follow up activity to be performed during the subsequent visit.

7. The computer-implemented method of claim 1 , wherein the follow up activity includes sending instructions to one or more agents to take an action during the subsequent visit to the web page.

8. A system comprising:

a processor; and

a non-transitory computer-readable storage medium containing instructions configured to cause the processor to perform operations including:

receiving a request to access a web page, wherein the request is associated with a user device, and wherein the user device has not previously accessed the web page;

storing a cookie on the user device;

monitoring real-time events associated with the user device, wherein the real-time events are monitored in real-time as the user device interacts with the web page;

dynamically generating a follow up record in real-time as the real-time events occur, wherein the follow up record indicates a follow up activity to be performed during a subsequent visit to the web page by the user device;

associating the follow up record with the cookie, wherein during the subsequent visit, the cookie is used to retrieve the follow up record for performance of the follow up activity;

generating a prediction as to whether the subsequent visit will occur within a first pre-defined time period, wherein the prediction is generated after a second pre-defined time period corresponding to an end to a user device session on the web page, wherein the prediction is generated based on the real-time events, and wherein the prediction is used to select a storage method for storing the follow up record; and

storing the follow up record according to the storage method.

9. The system of claim 8 , wherein:

the prediction indicates that the user device will return to the web page within the first pre-defined time period; and

the storage method includes storing the follow up record in memory for a duration of the first pre-defined period.

10. The system of claim 8 , wherein:

the prediction indicates that the user device will not return to the web page within the first pre-defined time period; and

the storage method includes storing the follow up record in a database.

11. The system of claim 8 , wherein the follow up activity corresponds to an offline channel activity that is to be performed using a communication method during the subsequent visit to the web page.

12. The system of claim 8 , wherein the cookie indicates an expiration date associated with the follow up record, and wherein when the cookie is retrieved during the subsequent visit, the expiration date is used to determine whether the follow up record is expired.

13. The system of claim 8 , wherein the follow up record includes an Extensible Markup Language (XML) instruction, and wherein the XML instruction causes the follow up activity to be performed during the subsequent visit.

14. The system of claim 8 , wherein the follow up activity includes sending new instructions to one or more agents to take an action during the subsequent visit to the web page.

15. A computer-program product tangibly embodied in a non-transitory machine-readable medium including instructions configured to cause a data processor apparatus to perform operations including:

receiving a request to access a web page, wherein the request is associated with a user device, and wherein the user device has not previously accessed the web page;

storing a cookie on the user device;

monitoring real-time events associated with the user device, wherein the real-time events are monitored in real-time as the user device interacts with the web page;

dynamically generating a follow up record in real-time as the real-time events occur, wherein the follow up record indicates a follow up activity to be performed during a subsequent visit to the web page by the user device;

associating the follow up record with the cookie, wherein during the subsequent visit, the cookie is used to retrieve the follow up record for performance of the follow up activity;

generating a prediction as to whether the subsequent visit will occur within a first pre-defined time period, wherein the prediction is generated after a second pre-defined time period corresponding to an end to a user device session on the web page, wherein the prediction is generated based on the real-time events, and wherein the prediction is used to select a storage method for storing the follow up record; and

storing the follow up record according to the storage method.

16. The computer-program product of claim 15 , wherein:

the prediction indicates that the user device will return to the web page within the first pre-defined time period; and

the storage method includes storing the follow up record in memory for a duration of the first pre-defined period.

17. The computer-program product of claim 15 , wherein:

the prediction indicates that the user device will not return to the web page within the first pre-defined time period; and

the storage method includes storing the follow up record in a database.

18. The computer-program product of claim 15 , wherein the follow up activity corresponds to an offline channel activity that is to be performed using a communication method during the subsequent visit to the web page.

19. The computer-program product of claim 15 , wherein the cookie indicates an expiration date associated with the follow up record, and wherein when the cookie is retrieved during the subsequent visit, the expiration date is used to determine whether the follow up record is expired.

20. The computer-program product of claim 15 , wherein the follow up record includes an Extensible Markup Language (XML) instruction, and wherein the XML instruction causes the follow up activity to be performed during the subsequent visit.

21. The computer-program product of claim 15 , wherein the follow up activity includes sending new instructions to one or more agents to take an action during the subsequent visit to the web page.

Assignments (3)
SECURITY INTEREST Recorded Sep 13, 2025
From: LIVEPERSON, INC.; VOICEBASE, INC.; LIVEPERSON AUTOMOTIVE, LLC
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 072891/0627 →
PATENT SECURITY AGREEMENT Recorded Jun 3, 2024
From: LIVEPERSON, INC.; LIVEPERSON AUTOMOTIVE, LLC; VOICEBASE, INC.
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION
Reel/Frame 067607/0073 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 5, 2023
From: KARIDI, RON
To: LIVEPERSON, INC.
Reel/Frame 063229/0051 →
Continuity (8)
Continuation 15912761 · Mar 6, 2018
Continuation 15409720 · Jan 19, 2017
Continuation 14970225 · Dec 15, 2015
Continuation 14244830 · Apr 3, 2014
Continuation 11360530 · Feb 24, 2006
Provisional Application 60717212 · Sep 15, 2005
Provisional Application 60716535 · Sep 14, 2005
Related Publication 20230039013A1 · Feb 9, 2023