IP Library Granted Patent US 12,223,509
Granted Patent B2
US 12,223,509 · App. 18/435,408 · Granted Feb 11, 2025

Customer management system

Inventor: Tomas Gorny (Scottsdale, AZ)
Assignee: Nextiva, Inc.
G06Q30/01G06F16/9535
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,223,509
App. No.
18/435,408
Granted
Feb 11, 2025
Kind
B2
Abstract

A system and method are disclosed for scoring an interaction over one or more channels by an end user and an entity by monitoring the communications over the channels and assigning penalties and scores based on topics associated with the communications.

Claims (69)

1. A method of topic management, comprising:

receiving, by a graphical user interface of a computer comprising a processor and a memory, a selection of a topic category of a hierarchy of one or more topics;

receiving, by the graphical user interface of the computer, a definition of a subtopic associated with the topic category, wherein the definition comprises one or more parameters;

receiving, by the graphical user interface of the computer, an input for an expected resolve time of the subtopic;

receiving, by the graphical user interface of the computer, an input for an expected resolve time of one or more channels corresponding to the subtopic;

receiving, by the graphical user interface of the computer, values for one or more of: aggravation score values, evaporation period values, repeat issue penalty values and overage penalties corresponding to the topic category or the subtopic;

receiving, by the graphical user interface of the computer, internal notes and campaign notes which are linked to one or more of the topic category and the subtopic;

monitoring, by the computer, one or more channels of communication between one or more end users and one or more entities for one or more communications;

analyzing, by the computer, in response to the monitoring the one or more communications between at least one end user of the one or more end users and at least one entity of the one or more entities, to identify one or more topic categories or one or more subtopics that characterize the one or more communications;

scoring, by the computer, the one or more communications based on, at least in part, the values to generate an overall score characterizing the one or more communications; and

generating, by the graphical user interface of the computer, a status of the one or more communications based on applying a predetermined range to the overall score.

2. The method of claim 1 , further comprising:

receiving, by the graphical user interface of the computer, a new topic category and one or more parameters of the new topic category.

3. The method of claim 1 , further comprising:

receiving, by the graphical user interface of the computer, a selection to sort topic categories and subtopics according to one or more of: alphabetically, date created and date modified.

4. The method of claim 1 , further comprising:

receiving, by the graphical user interface of the computer, a selection to determine points corresponding to a particular topic category or subtopic, wherein the points correspond to one or more penalties assessed when a topic category or subtopic occur in a monitored communication.

5. The method of claim 1 , further comprising:

receiving, by the graphical user interface of the computer, a selection to include a wiki article in tickets related to a particular topic category or subtopic.

6. The method of claim 1 , further comprising:

adding or subtracting, by the computer, penalty points corresponding to the score when a time period has elapsed after a communication, wherein the penalty points and the adding or subtracting correspond to a particular topic category or a particular subtopic.

7. The method of claim 6 , further comprising:

receiving, by the graphical user interface of the computer, an entry of a forgiveness period corresponding to a time period after which the adding or subtracting of the penalty points are reversed.

8. A system for topic management, comprising:

a computer comprising a graphical user interface, a memory and a processor that:

receives a selection of a topic category of a hierarchy of one or more topics;

receives a definition of a subtopic associated with the topic category, wherein the definition comprises one or more parameters;

receives an input for an expected resolve time of the subtopic;

receives an input for an expected resolve time of one or more channels corresponding to the subtopic;

receives values for one or more of: aggravation score values, evaporation period values, repeat issue penalty values and overage penalties corresponding to the topic category or the subtopic;

receives internal notes and campaign notes which are linked to one or more of the topic category and the subtopic;

monitors one or more channels of communication between one or more end users and one or more entities for one or more communications;

analyzes in response to the monitoring the one or more communications between at least one end user of the one or more end users and at least one entity of the one or more entities, to identify one or more topic categories or one or more subtopics that characterize the one or more communications;

scores the one or more communications based on, at least in part, the values to generate an overall score characterizing the one or more communications; and

generates a status of the one or more communications based on applying a predetermined range to the overall score.

9. The system of claim 8 , wherein the computer further:

receives a new topic category and one or more parameters of the new topic category.

10. The system of claim 8 , wherein the computer further:

receives a selection to sort topic categories and subtopics according to one or more of:

alphabetically, date created and date modified.

11. The system of claim 8 , wherein the computer further:

receives a selection to determine points corresponding to a particular topic category or subtopic, wherein the points correspond to one or more penalties assessed when a topic category or subtopic occur in a monitored communication.

12. The system of claim 8 , wherein the computer further:

receives a selection to include a wiki article in tickets related to a particular topic category or subtopic.

13. The system of claim 8 , wherein the computer further:

adds or subtracts penalty points corresponding to the score when a time period has elapsed after a communication, wherein the penalty points and the adds or subtracts correspond to a particular topic category or a particular subtopic.

14. The system of claim 13 , wherein the computer further:

receives an entry of a forgiveness period corresponding to a time period after which the adding or subtracting of the penalty points are reversed.

15. A non-transitory computer-readable medium embodied with software for topic management, the software when executed using one or more computer systems is programmed to:

receive a selection of a topic category of a hierarchy of one or more topics;

receive a definition of a subtopic associated with the topic category, wherein the definition comprises one or more parameters;

receive an input for an expected resolve time of the subtopic;

receive an input for an expected resolve time of one or more channels corresponding to the subtopic;

receive values for one or more of: aggravation score values, evaporation period values, repeat issue penalty values and overage penalties corresponding to the topic category or the subtopic;

receive internal notes and campaign notes which are linked to one or more of the topic category and the subtopic;

monitor one or more channels of communication between one or more end users and one or more entities for one or more communications;

analyze in response to the monitoring the one or more communications between at least one end user of the one or more end users and at least one entity of the one or more entities, to identify one or more topic categories or one or more subtopics that characterize the one or more communications;

score the one or more communications based on, at least in part, the values to generate an overall score characterizing the one or more communications; and

generate a status of the one or more communications based on applying a predetermined range to the overall score.

16. The non-transitory computer-readable medium of claim 15 , wherein the software is further programmed to:

receive a new topic category and one or more parameters of the new topic category.

17. The non-transitory computer-readable medium of claim 15 , wherein the software is further programmed to:

receive a selection to sort topic categories and subtopics according to one or more of: alphabetically, date created and date modified.

18. The non-transitory computer-readable medium of claim 15 , wherein the software is further programmed to:

receive a selection to determine points corresponding to a particular topic category or subtopic, wherein the points correspond to one or more penalties assessed when a topic category or subtopic occur in a monitored communication.

19. The non-transitory computer-readable medium of claim 18 , wherein the software is further programmed to:

receive a selection to include a wiki article in tickets related to a particular topic category or subtopic.

20. The non-transitory computer-readable medium of claim 15 , wherein the software is further programmed to:

add or subtract penalty points corresponding to the score when a time period has elapsed after a communication, wherein the penalty points and the add or subtract correspond to a particular topic category or a particular subtopic.

Assignments (2)
SECURITY INTEREST Recorded Jul 5, 2025
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 071611/0880 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 9, 2024
From: GORNY, TOMAS
To: NEXTIVA, INC.
Reel/Frame 066425/0512 →
Continuity (5)
Continuation 17581017 · Jan 21, 2022
Continuation 16416533 · May 20, 2019
Continuation 15651372 · Jul 17, 2017
Continuation 14485626 · Sep 12, 2014
Related Publication 20240177170A1 · May 30, 2024
References Cited (17)
US 6654738B2 · Nishioka et al. · 2003 [cited by applicant]
US 8160970B2 · Allsop · 2012 [cited by applicant]
US 8280790B2 · Lappas et al. · 2012 [cited by applicant]
US 9106749B2 · Schults et al. · 2015 [cited by applicant]
US 9646604B2 · Erhart et al. · 2017 [cited by applicant]
US 10467560B2 · Aggarwal et al. · 2019 [cited by applicant]
US 20020042792A1 · Nishioka · 2002 [cited by examiner]
US 20080071687A1 · Hengel · 2008 [cited by applicant]
US 20090300632A1 · Falcon et al. · 2009 [cited by applicant]
US 20130124257A1 · Schubert · 2013 [cited by applicant]
US 20140236749A1 · Yang · 2014 [cited by applicant]
WO 2011151817 · 2011 [cited by applicant]
European Examination Report for EP Invention Patent Application No. 20 205 396.3; Mar. 22, 2024; 7 Pages. [cited by applicant]
Anonymous, “System Administrator—Wikipedia definition as of Jul. 29, 2014”, XP055443077, Retrieved from the Internet: URL: http://en.wikipedia.org/w/index.php?title=System_administrator&oldid=618999597 [retrieved on Jan… [cited by applicant]
European Search Report for EP Invention Patent Application No. EP 20 20 5396, Feb. 19, 2021, p. 1. [cited by applicant]
International Search Report for PCT Invention Patent Application No. PCT/US14/60962; Feb. 9, 2015; p. 1. [cited by applicant]
European Search Report for EP Invention Patent Application No. EP 14 90 1789, Jan. 19, 2018, p. 1. [cited by applicant]