IP Library Granted Patent US 11,736,612
Granted Patent B1
US 11,736,612 · App. 17/894,317 · Granted Aug 22, 2023

Automated chatbot transfer to live agent

Inventors: Kristin H. Deegan (Sausalito, CA); Matthew G. Vanhouten (Moraga, CA); Uma Meyyappan (Freemont, CA); Jennifer Toby Whateley (Fremont, CA); Balinder Singh Mangat (Castro Valley, CA); Upul D. Hanwella (San Francisco, CA); Kimarie Pike Matthews (Burlingame, CA); Maria J. Latorre (Alameda, CA); Scott Edward Pitchford (Danville, CA)
Assignee: Wells Fargo Bank, N.A.
H04M3/5191G06F40/295G06F40/30H04L51/02H04L51/04H04L51/52
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Quick Facts
Patent No.
US 11,736,612
App. No.
17/894,317
Granted
Aug 22, 2023
Kind
B1
Abstract

Disclosed are methods, systems, and machine-readable mediums which provide for customer chatbots that detect a customer handoff condition and in response, transferring the customer to a communication session with a live agent. The handoff condition may comprise an inability to understand the customer, an inability to answer the customer's question, expressions of frustration or anger on the part of the customer, a customer's express request to be transferred, or the like. The live agent may receive a complete history of the conversation with the chatbot so that the customer does not have to repeat him or herself to the live agent. The chatbot chat session may be linked to a social networking account of the customer and may take place in association with a social networking profile page of the company.

Claims (85)

1. A method for routing a digital communication, the method comprising:

receiving, from a network-based service on a first chat page of the network-based service, a first chat message entered into the first chat page of the network-based service, the first chat message posted by a user as part of a chat conversation; the first chat message received, by a routing service, through a callback web address of the routing service provided to the network-based service, the routing service and the network-based service being different services;

determining, by the routing service, that the first chat message is to be sent to an automated chat service, the chat service a different service than the routing service and the network-based service;

responsive to determining that the first chat message is to be sent to the automated chat service, transmitting the first chat message to the automated chat service;

receiving a reply message from the automated chat service, the automated chat service using natural language processing to produce the reply message without human intervention;

posting the reply message to the first chat page;

receiving a second chat message posted by the user as part of the chat conversation, the second chat message entered by the user in the first chat page and received by the routing service through the callback web address, the second chat message entered after the reply message was posted;

responsive to receiving the second chat message determining that the second chat message is to be sent to a live agent service;

responsive to determining that the second chat message is to be sent to a live agent service, sending the second chat message to the live agent service;

receiving a second reply message from the live agent at the live agent service;

posting the second reply message to the first chat page;

receiving a third chat message posted by the user as part of the chat conversation, the third chat message entered by the user in the first chat page and received by the routing service through the callback web address, the third chat message a chat message of the user entered after the second chat message;

responsive to receiving the third chat message determining that the third chat message is to be handled by the chat service;

responsive to determining that the third chat message is to be sent to the automated chat service, transmitting the third chat message to the automated chat service;

receiving a second reply message from the automated chat service; and

posting the reply message to the first chat page.

2. The method of claim 1 ; wherein posting the reply message comprises sending the reply message to the network-based service using a Hypertext Transfer Protocol (HTTP).

3. The method of claim 1 , wherein determining that the second chat message is to be sent to the live agent service comprises identifying an inability to understand the first chat message, an inability to provide an answer to the first chat message or an identification of a negative emotion of the user.

4. The method of claim 1 , further comprising:

receiving an indication from the live agent service that future messages of e chat conversation should be routed to the automated chat service; and

responsive to receiving the indication from the live agent service that future messages of e chat conversation should be routed to the automated chat service;

receiving a fourth chat message;

transmitting the fourth chat message to the automated chat service, the automated chat service using the natural language processing to produce a fourth reply message without human intervention;

receiving the fourth reply message from the automated chat service; and

posting the fourth reply message to the first chat page.

5. The method of claim 1 , further comprising providing a chat history of the user to the live agent service.

6. The method of claim 1 , further comprising updating the natural language processing of the automated chat service based upon the second chat message and the second reply message.

7. The method of claim 1 , wherein the natural language processing comprises a neural network.

8. A device for routing a digital communication, the device comprising:

a hardware processor;

a memory, the memory storing instructions, which when executed by the hardware processor, causes the device to perform operations comprising:

receiving, from a network-based service on a first chat page of the network-based service, a first chat message entered into the first chat page of the network-based service, the first chat message posted by a user as part of a chat conversation, the first chat message received, by a routing service, through a callback web address of the routing service provided to the network-based service, the routing service and the network-based service being different services;

determining, by the routing service, that the first chat message is to be sent to an automated chat service, the chat service a different service than the routing service and the network-based service;

responsive to determining that the first chat message is to be sent to the automated chat service, transmitting the first chat message to the automated chat service;

receiving a reply message from the automated chat service, the automated chat service using natural language processing to produce the reply message without human intervention;

posting the reply message to the first chat page;

receiving a second chat message posted by the user as part of the chat conversation, the second chat message entered by the user in the first chat page and received by the routing service through the callback web address, the second chat message entered after the reply message was posted;

responsive to receiving the second chat message determining that the second chat message is to be sent to a live agent service;

responsive to determining that the second chat message is to be sent to a live agent service, sending the second chat message to the live agent service;

receiving a second reply message from the live agent at the live agent service;

posting the second reply message to the first chat page;

receiving a third chat message posted by the user as part of the chat conversation, the third chat message entered by the user in the first chat page and received by the routing service through the callback web address, the third chat message a chat message of the user entered after the second chat message;

responsive to receiving the chat message determining that the third chat message is to be handled by the chat service;

responsive to determining that the third chat message is to be sent the automated chat service, transmitting the third chat message to the automated chat service;

receiving a second reply message from the automated chat service; and

posting the reply message to the first chat page.

9. The device of claim 8 , wherein the operations of posting the reply message comprises sending the reply message to the network-based service using a Hypertext Transfer Protocol (HTTP).

10. The device of claim 8 , wherein the operations of determining that the second chat message is to be sent to the live agent service comprises identifying an inability to understand the first chat message, an inability to provide an answer to the first chat message or an identification of a negative emotion of the user.

11. The device of claim 8 , wherein the operations further comprise:

receiving an indication from the live agent service that future messages of the chat conversation should be routed to the automated chat service; and

responsive to receiving the indication from the live agent service that future messages of the chat conversation should be routed to the automated chat service;

receiving a fourth chat message;

transmitting the fourth chat message to the automated chat service, the automated chat service using the natural language processing to produce a fourth reply message without human intervention;

receiving the fourth reply message from the automated chat service; and

posting the fourth reply message to the first chat page.

12. The device of claim 8 , wherein the operations further comprise providing a chat history of the user to the live agent service.

13. The device of claim 8 , wherein the operations further comprise updating the natural language processing of the automated chat service based upon the second chat message and the second reply message.

14. The device of claim 8 , wherein the natural language processing comprises a neural network.

15. A non-transitory machine-readable medium storing instructions for routing a digital communication, the instructions, which when executed by a machine, cause the machine to perform operations comprising:

receiving, from a network-based service on a first chat page of the network-based service, a first chat message entered into the first chat page of the network-based service, the first chat message posted by a user as part of a chat conversation, the first chat message received, by a routing service, through a callback web address of the routing service provided to the network-based service, the routing service and the network-based service being different services;

determining, by the routing service, that the first chat message is to be sent to an automated chat service, the chat service a different service than the routing service and the network-based service;

responsive to determining that the first chat message is to be sent to the automated chat service, transmitting the first chat message to the automated chat service;

receiving a reply message from the automated chat service, the automated chat service using natural language processing to produce the reply message without human intervention;

posting the reply message to the first chat page;

receiving a second chat message posted by the user as part of the chat conversation, the second chat message entered by the user in the first chat page and received by the routing service through the callback web address, the second chat message entered after the reply message was posted;

responsive to receiving the second chat message determining that the second chat message is to be sent to a live agent service;

responsive to determining that the second chat message is to be sent to a live agent service, sending the second chat message to the live agent service;

receiving a second reply message from the live agent at the live agent service;

posting the second reply message to the first chat page;

receiving a third chat message posted by the user as part of the chat conversation, the third chat message entered by the user in the first chat page and received by the routing service through the callback web address, the third chat message a chat message of the user entered after the second chat message,

responsive to receiving the third chat message determining that the third chat message is to be handled by the chat service;

responsive to determining that the third chat message is to be sent to the automated chat service, transmitting the third chat message to the automated chat service;

receiving a second reply message from the automated chat service; and

posting the reply message to the first chat page.

16. The non-transitory machine-readable medium of claim 15 , wherein the operations of posting the reply message comprises sending the reply message to the network-based service using a Hypertext Transfer Protocol (HTTP).

17. The non-transitory machine-readable medium of claim 15 , wherein the operations of determining that the second chat message is to be sent to the live agent service comprises identifying an inability to understand the first chat message, an inability to provide an answer to the first chat message or an identification of a negative emotion of the user.

18. The non-transitory machine-readable medium of claim 15 , wherein the operations further comprise:

receiving an indication from the live agent service that future messages of the chat conversation should be routed to the automated chat service; and

responsive to receiving the indication from the live agent service that future messages of the chat conversation should be routed to the automated chat service:

receiving a fourth chat message;

transmitting the fourth chat message to the automated chat service, the automated chat service using the natural language processing to produce a fourth reply message without human intervention;

receiving the fourth reply message from the automated chat service; and

posting the fourth reply message to the first chat page.

19. The non-transitory machine-readable medium of claim 15 , wherein the operations further comprise providing a chat history of the user to the live agent service.

20. The non-transitory machine-readable medium of claim 15 , wherein the operations further comprise updating the natural language processing of the automated chat service based upon the second chat message and the second reply message.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 25, 2022
From: DEEGAN, KRISTIN H; VANHOUTEN, MATTHEW G; MEYYAPPAN, UMA; WHATELEY, JENNIFER TOBY; MANGAT, BALINDER SINGH; HANWELLA, UPUL D; MATTHEWS, KIMARIE PIKE; LATORRE, MARIA J; PITCHFORD, SCOTT EDWARD
To: WELLS FARGO BANK, N.A.
Reel/Frame 060901/0433 →
Continuity (3)
Continuation 17302239 · Apr 28, 2021
Continuation 15933020 · Mar 22, 2018
Provisional Application 62475681 · Mar 23, 2017
Cited By (1)
US 12,621,258