IP Library Granted Patent US 11,706,341
Granted Patent B2
US 11,706,341 · App. 17/884,476 · Granted Jul 18, 2023

System and method for intent-based active callback management

Inventors: Matthew Donaldson Moller (Petaluma, CA); Matthew DiMaria (Brentwood, TN); Shannon Lekas (Cushing, TX); Kurt Nelson (Thompsons Station, OH); Nicholas James Kennedy (Akron, OH); Brian R. Galvin (Silverdale, WA)
Assignee: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
H04M3/5231H04L67/306H04M3/5183
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Quick Facts
Patent No.
US 11,706,341
App. No.
17/884,476
Granted
Jul 18, 2023
Kind
B2
Abstract

A system and method for intent-based active callback management, utilizing a cloud callback system comprising at least a profile manager, callback manager, interaction manager, media server, and environment analyzer, allowing users to call businesses, agents in contact centers, or other users who are connected to a cloud callback system, and, failing to connect to the individual they called, allow for an automatic callback object to be created, whereby the two users may be automatically called and bridged together at a time when both users are available.

Claims (76)

1. A system for intent-based active callback management, comprising:

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

receive a request for a callback to a callback recipient from a callback requester;

instantiate a callback object;

obtain context data for callback requester and callback recipient;

determine a callback time, based at least on at least data on one user or method of contact of a user, and the context data, and communicate it back to the callback recipient and the callback requester; and

connect the two parties, when the two first and second called parties are online

an interaction manager comprising at least a processor, a memory, and a second plurality of programming instructions stored in the memory and operating on the processor, wherein the second plurality of programming instructions, when operating on the processor, cause the processor to:

call the other of a callback requester and callback recipient, when the first called party is online, as a second called party; and

connect the two parties, when the two first and second called parties are online.

2. The system of claim 1 , wherein:

data on at least one user or method of contact of a user is contained within a user profile; and

user profiles are updated based on callback usage and performance patterns, as well as updates requested by users.

3. The system of claim 1 , further comprising a calendar server comprising at least a processor, a memory, and a fifth plurality of programming instructions stored in the memory and operating on the processor, wherein the fifth plurality of programming instructions, when operating on the processor, cause the processor to:

interface with a plurality of user-specific calendars; and

identify timeslots when the callback requester and recipient will both be available.

4. The system of claim 1 , further comprising a brand interface server comprising at least a processor, a memory, and a fifth plurality of programming instructions stored in the memory and operating on the processor, wherein the fifth plurality of programming instructions, when operating on the processor, cause the processor to:

connect to a plurality of external services;

identify an external service to the callback manager; and

expose any available APIs of the identified external service to the callback manager.

5. The system of claim 4 , further comprising an intent analyzer comprising at least a processor, a memory, and a sixth plurality of programming instructions stored in the memory and operating on the processor, wherein the sixth plurality of programming instructions, when operating on the processor, cause the processor to:

analyze a callback request to determine the context of the request;

wherein the analysis comprises at least one operation drawn from the set of text analytics, speech-to-text transcription, audio analysis, facial recognition, expression analysis, and posture analysis.

6. The system of claim 1 , further comprising a privacy server comprising at least a processor, a memory, and a fifth plurality of programming instructions stored in the memory and operating on the processor, wherein the fifth plurality of programming instructions, when operating on the processor, cause the processor to:

identify a callback requestor;

verify the callback requestor's identity against a trust configuration to determine whether the callback requestor is considered a trusted user;

if the callback requestor is not a trusted user, deny the callback request; and

encrypt at least one data stream involved in a callback.

7. The system of claim 1 , further comprising a bot server comprising at least a processor, a memory, and a fifth plurality of programming instructions stored in the memory and operating on the processor, wherein the fifth plurality of programming instructions, when operating on the processor, cause the processor to:

receive a plurality of callback parameters from the callback requestor; and

provide the callback parameters to a callback manager.

8. The system of claim 1 , further comprising an operations analyzer comprising at least a processor, a memory, and a fifth plurality of programming instructions stored in the memory and operating on the processor, wherein the fifth plurality of programming instructions, when operating on the processor, cause the processor to:

determine a particular communication channel to use for a callback;

monitor operation of components and communication channels involved in the callback; and

if a component or communication channel of a callback cloud experiences a failure, select an alternate communication channel to complete the callback at a scheduled time.

9. The system of claim 5 , further comprising a broker server comprising at least a processor, a memory, and a seventh plurality of programming instructions stored in the memory and operating on the processor, wherein the seventh plurality of programming instructions, when operating on the processor, cause the processor to:

select a plurality of specific actions to take during a callback; and

allocate each selected action to a system component involved in the callback.

10. A method for intent-based active callback management, comprising the steps of:

receiving a request for a callback to a callback recipient from a callback requester;

instantiate a callback object;

obtaining context data for callback requester and callback recipient;

determining a callback time based on at least data on at least one user or method of contact of a user, and the context data, and communicating the determined callback time to the callback recipient and the callback requester;

attempting a call to a first called party when a callback time arrives, the first called party being one of either the callback requester or callback recipient;

calling as a second called party, the other of the callback requester and callback recipients, when the first called party is online; and

connecting the two first and second called parties when the second called party is online.

11. The method of claim 10 , wherein:

data on at least one user or method of contact of a user is contained within a user profile; and

user profiles are updated based on callback usage and performance patterns, as well as updates requested by users.

12. The method of claim 10 , further including the steps of:

obtaining a plurality of scheduled events from a calendar from the callback requester; and

determining the callback time by determining when the requesting user is available for a callback, referencing the plurality of scheduled events.

13. The method of claim 10 , further including the steps of:

interfacing with a plurality of user-specific calendars using a calendar server; and

identifying time slots when the callback requester and callback recipient will both be available.

14. The method of claim 10 , further comprising the steps of:

connecting to a plurality of external services using a brand interface server;

identifying an external service to the callback manager; and

exposing any available APIs of the identified external service to the callback manager.

15. The method of claim 14 , further comprising the steps of:

analyzing a callback request to determine the context of the request, using an intent analyzer;

wherein the analysis comprises at least one operation drawn from the set of text analytics, speech-to-text transcription, audio analysis, facial recognition, expression analysis, and posture analysis.

16. The method of claim 10 , further comprising the steps of:

identifying a callback requestor, using a privacy server;

verifying the callback requestor's identity against a trust configuration to determine whether the callback requestor is considered a trusted user;

if the callback requestor is not a trusted user, denying the callback request; and

encrypting at least one data stream involved in a callback.

17. The method of claim 10 , further comprising the steps of:

receiving a plurality of callback parameters from the callback requestor, using a bot server; and

providing the callback parameters to a callback manager.

18. The method of claim 10 , further comprising the steps of:

determining a particular communication channel to use for a callback, using an operations analyzer;

monitoring operation of components and communication channels involved in the callback; and

if a component or communication channel of a callback cloud experiences a failure, selecting an alternate communication channel to complete the callback at a scheduled time.

19. The method of claim 15 , further comprising the steps of:

selecting a plurality of specific actions to take during a callback, using a broker server; and allocating each selected action to a system component involved in the callback.

Assignments (2)
MERGER Recorded May 8, 2026
From: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
To: MEDALLIA, INC.
Reel/Frame 075825/0361 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 24, 2023
From: MOLLER, MATTHEW DONALDSON; DIMARIA, MATTHEW; LEKAS, SHANNON; NELSON, KURT; KENNEDY, NICHOLAS JAMES; GALVIN, BRIAN
To: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
Reel/Frame 062796/0672 →
Continuity (5)
Continuation 17235408 · Apr 20, 2021
Continuation 16836798 · Mar 31, 2020
Continuation 16542577 · Aug 16, 2019
Provisional Application 62820190 · Mar 18, 2019
Related Publication 20230034296A1 · Feb 2, 2023