IP Library Granted Patent US 11,960,514
Granted Patent B1
US 11,960,514 · App. 18/141,884 · Granted Apr 16, 2024

Interactive conversation assistance using semantic search and generative AI

Inventors: Matt Taylert (Richmond, VA); Bernard Ngombi Kiyanda (Mansfield, MA); Maria C. Moya (Everett, MA); Joseph S. Demple (Boston, MA); Matthew Pierce (Somerville, MA)
Assignee: Drift.com, Inc.
G06F16/3329G06F40/30G06F40/40
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Quick Facts
Patent No.
US 11,960,514
App. No.
18/141,884
Granted
Apr 16, 2024
Kind
B1
Abstract

A method of generating content in association with an information search and retrieval system. It begins by receiving a query from a user. The query is semantically-searched to identify a context. A conversation history between the user and the system is identified. An enriched query is then generated by associating to the query both the context and at least a portion of the conversation history. The enriched query is then evaluated/processed by a generative-AI. In response, information associated with the enriched query is received from the generative-AI. A response to the query is then generated using the information, e.g., by passing the information back to the user, by modifying (e.g., editing or supplementing) the information to generate modified information and passing the modified information back to the user, or by dismissing the information. If sensitive information is identified in the utterance, it is masked prior to generating the enriched query.

Claims (36)

1. A method of generating content in association with an information search and retrieval system, comprising:

configuring an application programming interface (API);

responsive to receipt via the API of a query from a user, the query having been received by the information search and retrieval system:

semantically-searching the query to identify a context associated with the query;

identifying a conversation history between the user and the information search and retrieval system;

generating an enriched query by associating to the query both the context and at least a portion of the conversation history;

receiving information associated with the enriched query, the information having been generated by evaluation of the enriched query using a transformer-based language model;

generating a response to the query using the information; and

returning the response to the information search and retrieval system.

2. The method as described in claim 1 wherein receiving information associated with the enriched query comprises:

forwarding the enriched query to an external generative-AI service; and

receiving the information from the external generative-AI service.

3. The method as described in claim 1 further including masking personally-identifiable or other sensitive information identified in the query prior to generating the enriched query.

4. The method as described in claim 1 wherein generating the response comprises one of: passing the information back to the user, modifying the information to generate modified information and passing the modified information back to the user, and dismissing the information.

5. The method as described in claim 1 wherein the conversational history includes a present conversation in which the query arises, and optionally one or more other conversations.

6. The method as described in claim 1 wherein the portion of the conversation history is condensed prior to being associated with the query.

7. The method as described in claim 1 further including updating a semantic search model utilizing the information.

8. The method as described in claim 1 wherein the query is received by a live agent during a live chat session, and the response to the query is provided to the user by the live agent.

9. The method as described in claim 1 wherein the conversation history is a current conversation dialogue between the user and a chatbot that includes the query.

10. A Software-As-A-Service (SaaS) computing platform supporting conversations with a set of one or more live agents, the computing platform associated with an information search and retrieval system, comprising:

computer hardware comprising one or more hardware processors; and

computer memory holding computer software executed by the one or more hardware processors, the computer software providing content in association with a live agent, wherein the computer software comprises program code configured as an application programming interface (API) to:

respond to receipt via the API of a query from a user, the query having been received by the information search and retrieval system;

semantically-search the query to identify a context associated with the query;

identify a conversation history between the user and the information search and retrieval system;

generate an enriched query by associating to the query both the context and at least a portion of the conversation history;

receive information associated with the enriched query, the information having been generated by valuation of the enriched query using a transformer-based language model;

generate a response to the query using the information; and

return the response to the information search and retrieval system.

11. The computing platform as described in claim 10 wherein the program code configured to receive information associated with the enriched query comprises program code configured to:

forward the enriched query to an external generative-AI service; and

receive the information from the external generative-AI service.

12. The computing platform as described in claim 10 wherein the program code is further configured to mask personally-identifiable or other sensitive information identified in the query prior to generating the enriched query.

13. The computing platform as described in claim 10 wherein the program code configured to generate the response comprises program code further configured to perform one of: passing the information back to the user, modifying the information to generate modified information and passing the modified information back to the user, and dismissing the information.

14. The computing platform as described in claim 10 wherein the program code is further configured to update a semantic search model using the information.

15. The computing platform as described in claim 10 wherein the conversation history is a current conversation dialogue between the user and a chatbot that includes the query.

Assignments (3)
PATENT SECURITY AGREEMENT Recorded Apr 17, 2025
From: SALESLOFT, INC.
To: PNC BANK, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 070887/0619 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 6, 2024
From: DRIFT.COM, INC.
To: SALESLOFT, INC.
Reel/Frame 069153/0022 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 1, 2023
From: TAYLERT, MATT; KIYANDA, BERNARD NGOMBI; MOYA, MARIA C.; DEMPLE, JOSEPH S.; PIERCE, MATTHEW
To: DRIFT.COM, INC.
Reel/Frame 063498/0194 →
Cited By (36)
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