IP Library Granted Patent US 12,081,701
Granted Patent B2
US 12,081,701 · App. 18/475,043 · Granted Sep 3, 2024

AI-based compliance and preference system

Inventors: Pierre St-Cyr (Laval, CA); Ran Ezerzer (Alcobendas, ES)
Assignee: Thrio, Inc.
H04M3/5175G06F16/9035G06N20/00G06Q30/01H04M3/5158
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Quick Facts
Patent No.
US 12,081,701
App. No.
18/475,043
Granted
Sep 3, 2024
Kind
B2
Abstract

A method of providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises includes storing a plurality of AI templates, each of which is associated with one or more AI routines, generating a campaign object associating one or more of the AI templates with a tenant enterprise from among the plurality of tenant enterprises, transforming a communication on a switching network associated with the tenant enterprise according to the one or more AI templates associated with the campaign object, and providing the transformed communication to a target legacy customer outreach platform of the tenant enterprise.

Claims (24)

1. A method of providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the method comprising:

storing a plurality of AI templates, each of which is associated with one or more AI routines;

generating a campaign object associating one or more of the AI templates with a tenant enterprise;

scanning a communication between a customer and a bot to categorize an attribute of the customer; and

triggering an escalation on a target legacy customer outreach platform of the tenant enterprise to move the communication between the customer and the bot to a live dialog between the customer and an agent based on the attribute of the customer.

2. The method of claim 1 , wherein the bot comprises an AI routine from among the one more AI routines.

3. The method of claim 1 , wherein the communication between the customer and the bot is a telephone call.

4. The method of claim 1 , wherein the communication between the customer and the bot is a text message.

5. The method of claim 1 , wherein the communication between the customer and the bot is over a social media page.

6. The method of claim 1 , wherein the attribute of the customer comprises a sentiment of the customer.

7. The method of claim 1 , wherein the attribute of the customer comprises a tone of the customer.

8. The method of claim 1 , wherein the attribute of the customer comprises a personality of the customer.

9. The method of claim 1 , further comprising setting an alarm based on the attribute of the customer according to the one or more AI templates associated with the campaign object.

10. A non-transitory program storage medium on which are stored instructions executable by a processor to perform operations for providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the operations comprising:

storing a plurality of AI templates, each of which is associated with one or more AI routines;

generating a campaign object associating one or more of the AI templates with a tenant enterprise;

scanning a communication between a customer and a bot to categorize an attribute of the customer; and

triggering an escalation on a target legacy customer outreach platform of the tenant enterprise to move the communication between the customer and the bot to a live dialog between the customer and an agent based on the attribute of the customer.

11. The non-transitory program storage medium of claim 10 , wherein the bot comprises an AI routine from among the one more AI routines.

12. A system for providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the system comprising:

a database for storing a plurality of AI templates, each of which is associated with one or more AI routines;

a decisioning and workflow engine for generating a campaign object associating one or more of the AI templates with a tenant enterprise; and

an AI-based compliance and preference server for scanning a communication between a customer and a bot to categorize an attribute of the customer and triggering an escalation on a target legacy customer outreach platform of the tenant enterprise to move the communication between the customer and the bot to a live dialog between the customer and an agent based on the attribute of the customer.

13. The system of claim 12 , wherein the bot comprises an AI routine from among the one more AI routines.

Assignments (3)
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 Apr 24, 2025
From: THRIO, INC.
To: NEXTIVA, INC.
Reel/Frame 071032/0360 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 26, 2023
From: ST-CYR, PIERRE; EZERZER, RAN
To: THRIO, INC.
Reel/Frame 065037/0018 →
Continuity (7)
Continuation 18114220 · Feb 24, 2023
Continuation 17488991 · Sep 29, 2021
Continuation 16941416 · Jul 28, 2020
Continuation 16600006 · Oct 11, 2019
Continuation 16192253 · Nov 15, 2018
Provisional Application 62587786 · Nov 17, 2017
Related Publication 20240022664A1 · Jan 18, 2024