System and method of capturing, tracking, composing, analyzing and automating analog and digital interactions
A system and method are disclosed for capturing, tracking, analyzing and automating analog and digital interactions. Embodiments include a system comprising one or more end user systems, one or more entity systems, and a computer operatively coupled to a display device. The computer is configured to monitor one or more communications on first and second communication channels between the end user and entity systems, group the one or more communications on the first and second communication channels by communication subject, and display the grouped communications on the display device.
1 . A system for servicing multiple communication channels through a graphical user interface, comprising:
a computer, comprising a processor and memory, and configured to generate within the graphical user interface, a plurality of screens for a user, the screens comprising:
a contact screen listing selectable contacts of the user;
a type screen listing selectable tasks or events;
a direction screen listing selectable directions of communications;
a channel selector screen listing selectable communication channels; and
an account board screen displaying communication interactions arranged chronologically, wherein the account board screen is displayed between an arrangement of two groupings of the contact screen, the type screen, the direction screen and the channel selector screen.
2 . The system of claim 1 , wherein the computer is further configured to:
group the one or more communication interactions into one or more displayed threads on the account board screen organized by one or more of: case interaction, sale interaction, contact interaction and other interaction; or
group the one or more communication interactions into one or more displayed threads organized by topic.
3 . The system of claim 1 , wherein the one or more communication interactions comprise one or more of:
email interactions, phone interactions, text interactions and chat interactions.
4 . The system of claim 1 , wherein the computer is further configured to:
group the one or more communication interactions into one or more threads displayed on the account board screen, wherein one or more communication interactions in a thread are displayed sequentially according to a date and time at which each interaction took place; and
display the one or more threads adjacent to each other on the account board screen.
5 . The system of claim 4 , wherein the one or more displayed threads are grouped according to common subject headers.
6 . The system of claim 4 , wherein the computer is further configured to organize or sort the one or more displayed threads and communication interactions by name, contact subject, type or channel.
7 . The system of claim 4 , wherein the computer is further configured to:
display on the account board screen a date divider which visually separates information displayed on the account board screen.
8 . A computer-implemented method for servicing multiple communication channels through a graphical user interface, comprising:
generating, by a computer comprising a processor and memory, a plurality of screens within a graphical user interface for a user, the screens comprising:
a contact screen listing selectable contacts of the user;
a type screen listing selectable tasks or events;
a direction screen listing selectable directions of communications;
a channel selector screen listing selectable communication channels; and
an account board screen displaying communication interactions arranged chronologically, wherein the account board screen is displayed between an arrangement of two groupings of the contact screen, the type screen, the direction screen and the channel selector screen.
9 . The computer-implemented method of claim 8 , further comprising:
grouping, by the computer, the one or more communication interactions into one or more displayed threads on the account board screen organized by one or more of: case interaction, sale interaction, contact interaction and other interaction; or
grouping, by the computer, the one or more communication interactions into one or more displayed threads organized by topic.
10 . The computer-implemented method of claim 8 , wherein the one or more communication interactions comprise one or more of:
email interactions, phone interactions, text interactions and chat interactions.
11 . The computer-implemented method of claim 8 , further comprising:
grouping, by the computer, the one or more communication interactions into one or more threads displayed on the account board screen, wherein one or more communication interactions in a thread are displayed sequentially according to a date and time at which each interaction took place; and
displaying, by the computer, the one or more threads adjacent to each other on the account board screen.
12 . The computer-implemented method of claim 11 , wherein the one or more displayed threads are grouped according to common subject headers.
13 . The computer-implemented method of claim 11 , further comprising:
organizing or sorting, by the computer, the one or more displayed threads and communication interactions by name, contact subject, type or channel.
14 . The computer-implemented method of claim 11 , further comprising:
displaying, by the computer, on the account board screen a date divider which visually separates information displayed on the account board screen.
15 . A non-transitory computer-readable storage medium embodied with software for servicing multiple communication channels through a graphical user interface, the software when executed by a computer is configured to:
generate within the graphical user interface, a plurality of screens for a user, the screens comprising:
a contact screen listing selectable contacts of the user;
a type screen listing selectable tasks or events;
a direction screen listing selectable directions of communications;
a channel selector screen listing selectable communication channels; and
an account board screen displaying communication interactions arranged chronologically, wherein the account board screen is displayed between an arrangement of two groupings of the contact screen, the type screen, the direction screen and the channel selector screen.
16 . The non-transitory computer-readable storage medium of claim 15 , wherein the software is further configured to:
group the one or more communication interactions into one or more displayed threads on the account board screen organized by one or more of: case interaction, sale interaction, contact interaction and other interaction; or
group the one or more communication interactions into one or more displayed threads organized by topic.
17 . The non-transitory computer-readable storage medium of claim 15 , wherein the one or more communication interactions comprise one or more of:
email interactions, phone interactions, text interactions and chat interactions.
18 . The non-transitory computer-readable storage medium of claim 15 , wherein the software is further configured to:
group the one or more communication interactions into one or more threads displayed on the account board screen, wherein one or more communication interactions in a thread are displayed sequentially according to a date and time at which each interaction took place; and
displaying the one or more threads adjacent to each other on the account board screen.
19 . The non-transitory computer-readable storage medium of claim 18 , wherein the one or more displayed threads are grouped according to common subject headers.
20 . The non-transitory computer-readable storage medium of claim 18 , wherein the software is configured to organize or sort the one or more displayed threads and communication interactions by name, contact subject, type or channel.