IP Library Granted Patent US 11,611,658
Granted Patent B2
US 11,611,658 · App. 17/893,006 · Granted Mar 21, 2023

System and method for adaptive cloud conversation platform

Inventors: Matthew DiMaria (Brentwood, TN); Matthew Donaldson Moller (Petaluma, CA); Shannon Lekas (Cushing, TX)
Assignee: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
H04M3/5231H04L67/306H04M3/5183
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Quick Facts
Patent No.
US 11,611,658
App. No.
17/893,006
Granted
Mar 21, 2023
Kind
B2
Abstract

An adaptive cloud conversation platform capable of making automated decisions regarding when and how to establish ongoing communications with consumers so as to maximize the relationship between the consumer and a given brand. The system has a connection management services layer which determines what communications should be established and how they should be established, an initiation management services layer which determines when communications should be established, and a user management services layer which stores information about consumers and brands for determination of when and how communications should be established. Certain of these services have machine learning algorithms incorporated into them trained to perform analyses of the particular type of operation handled by that service. The outputs of each service can be used as inputs to other services, such that a network of machine learnings algorithms is created which determines when and how to establish ongoing communications with consumers.

Claims (102)

1. An adaptive cloud conversation platform, comprising:

a computing device comprising a memory, a processor, and a non-volatile data storage device;

a consumer profile database stored on the non-volatile data storage device, the consumer profile database comprising one or more consumer profiles;

a conversation manager comprising a first plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

receive a determination that a callback should be made to a consumer;

retrieve a consumer profile for the consumer from the consumer profile database, the consumer profile comprising a plurality of behaviors of the consumer and a plurality of preferences of the consumer;

process the plurality of preferences through a first machine learning algorithm to select a channel through which to conduct the callback with the consumer; and

forward the channel selection to a schedule manager;

a schedule manager comprising a second plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

receive the channel selection from the conversation manager;

retrieve the consumer profile;

process the plurality of preferences through a second machine learning algorithm to select a time at which to conduct the callback with the consumer through the selected channel;

schedule a callback with the consumer at the selected time through the selected channel;

and forward the callback schedule to a callback manager; and

a callback manager comprising a third plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

receive the callback schedule; and

execute the callback at the selected time through the selected channel as indicated in the callback schedule.

2. The platform of claim 1 , further comprising a consumer context manager comprising a third plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

receive text from a conversation with a consumer;

retrieve a consumer profile for the consumer from the consumer profile database, the consumer profile comprising a plurality of behaviors of the consumer and a plurality of preferences of the consumer;

process the text and the plurality of behaviors of the consumer through a third machine learning algorithm to determine whether a callback to the consumer should be made; and

where the determination is that a callback should be made, forward the determination to the conversation manager as the determination that a callback should be made to a consumer.

3. The platform of claim 2 , further comprising a session manager comprising a fourth plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

receive the text;

process the text through a fourth machine learning algorithm to determine a consumer sentiment; and

forward the determined sentiment to the consumer context manager as an additional input to the third machine learning algorithm's determination as to whether a callback to the consumer should be made.

4. The platform of claim 2 , wherein:

the conversation manager is further configured to:

process the text through a fifth machine learning algorithm to determine a consumer goal, need, or intent; and

forward the determined goal, need, or intent to the consumer context manager as an additional input to the third machine learning algorithm's determination as to whether a callback to the consumer should be made.

5. The platform of claim 2 , further comprising:

an event rules database stored on the non-volatile data storage device, the event rules database comprising rules for triggering communications with consumers based on events occurring outside of a conversation; and

an event manager comprising a fifth plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

receive notification of an event;

match the event to a rule in the event rules database; and

forward the matched event to the conversation manager as the determination that a callback should be made to the consumer.

6. The platform of claim 5 , wherein:

the event manager is further configured to:

retrieve the consumer profile for the consumer from the consumer profile database;

process the consumer profile and one or more rules from the event rules database through a sixth machine learning algorithm to determine a new rule for triggering communications with the consumer; and

store the new rule in the event rules database.

7. The platform of claim 2 , further comprising:

a brand environment database stored on the non-volatile data storage device, the brand environment database comprising brand information related to conversations with consumers of the brand;

an environment manager comprising a sixth plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

retrieve a consumer profile for a consumer from the consumer profile database;

retrieve the brand information from the brand environment database;

process the consumer profile and the brand information through a seventh machine learning algorithm to determine whether a campaign of communications should be established with a plurality of consumers; and

forward the determination to the conversation manager as the determination that a callback should be made to the consumer.

8. The platform of claim 7 , further comprising:

a consumer manager comprising a seventh plurality of programming instructions stored in the memory which, when operating on the processor, causes the computing device to:

retrieve the consumer profile for the consumer from the consumer profile database;

receive a fitness parameter from the environment manager;

process the consumer profile and the fitness parameter through an eighth machine learning algorithm to identify opportunities for proactive conversations with the consumer; and

forward the identified to the consumer context manager as an additional input to the first machine learning algorithm's selection of the channel through which the callback should be made.

9. A method for operating an adaptive cloud conversation platform, comprising the steps of:

using a conversation manager operating on a computing device comprising a memory, a processor, and a non-volatile data storage device to:

receive a determination that a callback should be made to a consumer;

retrieve a consumer profile for the consumer from the consumer profile database stored on the non-volatile data storage device, the consumer profile database comprising one or more consumer profiles, and the consumer profile comprising a plurality of behaviors of the consumer and a plurality of preferences of the consumer;

process the plurality of preferences through a first machine learning algorithm to select a channel through which to conduct the callback with the consumer; and

forward the channel selection to a schedule manager;

using a schedule manager operating on the computing device to:

receive the channel selection from the conversation manager;

retrieve the consumer profile;

process the plurality of preferences through a second machine learning algorithm to select a time at which to conduct the callback with the consumer through the selected channel;

schedule a callback with the consumer at the selected time through the selected channel; and

forward the callback schedule to a callback manager; and

using a callback manager operating on the computing device:

receive the callback schedule; and

execute the callback at the selected time through the selected channel as indicated in the callback schedule.

10. The method of claim 9 , further comprising the steps of using a consumer context manager operating on the computing device to:

receive text from a conversation with a consumer;

retrieve a consumer profile for the consumer from the consumer profile database, the consumer profile comprising a plurality of behaviors of the consumer and a plurality of preferences of the consumer;

process the text and the plurality of behaviors of the consumer through a third machine learning algorithm to determine whether a callback to the consumer should be made; and

where the determination is that a callback should be made, forward the determination to the conversation manager as the determination that a callback should be made to a consumer.

11. The method of claim 10 , further comprising the steps of using a session manager operating on the computing device to:

receive the text;

process the text through a fourth machine learning algorithm to determine a consumer sentiment; and

forward the determined sentiment to the consumer context manager as an additional input to the third machine learning algorithm's determination as to whether a callback to the consumer should be made.

12. The method of claim 10 , further comprising the steps of configuring the conversation manager to:

process the text through a fifth machine learning algorithm to determine a consumer goal, need, or intent; and

forward the determined goal, need, or intent to the consumer context manager as an additional input to the third machine learning algorithm's determination as to whether a callback to the consumer should be made.

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

using an event manager operating on the computing device to:

receive notification of an event;

match the event to a rule in the event rules database stored on the non-volatile data storage device, the event rules database comprising rules for triggering communications with consumers based on events occurring outside of a conversation; and

forward the matched event to the conversation manager as the determination that a callback should be made to the consumer.

14. The method of claim 13 , further comprising the steps of configuring the event manager to:

retrieve the consumer profile for the consumer from the consumer profile database;

process the consumer profile and one or more rules from the event rules database through a sixth machine learning algorithm to determine a new rule for triggering communications with the consumer; and

store the new rule in the event rules database.

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

using an environment manager operating on the computing device to:

retrieve a consumer profile for a consumer from the consumer profile database;

retrieve brand information from a brand environment database stored on the non-volatile data storage device, the brand environment database comprising brand information related to conversations with consumers of the brand;

process the consumer profile and the brand information through a seventh machine learning algorithm to determine whether a campaign of communications should be established with a plurality of consumers; and

forward the determination to the conversation manager as the determination that a callback should be made to the consumer.

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

using a consumer manager operating on the computing device to:

retrieve the consumer profile for the consumer from the consumer profile database;

receive a fitness parameter from the environment manager;

process the consumer profile and the fitness parameter through an eighth machine learning algorithm to identify opportunities for proactive conversations with the consumer; and

forward the identified to the consumer context manager as an additional input to the first machine learning algorithm's selection of the channel through which the callback should be made.

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 Jan 24, 2023
From: DIMARIA, MATTHEW; MOLLER, MATTHEW DONALDSON; LEKAS, SHANNON
To: VIRTUAL HOLD TECHNOLOGY SOLUTIONS, LLC
Reel/Frame 062474/0393 →
Continuity (23)
Continuation In Part 17358331 · Jun 25, 2021
Continuation In Part 17336405 · Jun 2, 2021
Continuation 17011248 · Sep 3, 2020
Continuation In Part 16995424 · Aug 17, 2020
Continuation In Part 16896108 · Jun 8, 2020
Continuation In Part 16836798 · Mar 31, 2020
Continuation 16542577 · Aug 16, 2019
Continuation In Part 16152403 · Oct 4, 2018
Continuation In Part 14532001 · Nov 4, 2014
Continuation In Part 13659902 · Oct 24, 2012
Continuation In Part 13479870 · May 24, 2012
Continuation In Part 12320517 · Jan 28, 2009
Continuation In Part 13446758 · Apr 13, 2012
Continuation 12320517 · Jan 28, 2009
Continuation In Part 16591096
Continuation 15411534 · Jan 20, 2017
Continuation 17893006
Continuation 17235408 · Apr 20, 2021
Continuation 16836798 · Mar 31, 2020
Provisional Application 62858454 · Jun 7, 2019
Provisional Application 62820190 · Mar 18, 2019
Provisional Application 62291049 · Feb 4, 2016
Related Publication 20220400179A1 · Dec 15, 2022