System and method of generating automated communications
The invention disclosed generates, transmits, and updates communications with end user systems. Embodiments comprise an automation platform comprising a processor and memory. Embodiments generate a communication based, at least in part, on input from a rules engine and one or more communication templates. Embodiments modify the content of the generated communication, and transmit, using one or more communication channels, the modified communication to one or more end user systems. Embodiments monitor the one or more end user systems for a response communication to the transmitted communication. In response to the one or more end user systems transmitting one or more response communications using at least one of the one or more communication channels, embodiments generate and transmit an updated communication to the one or more end user systems.
1. A system comprising an automation platform associated with an entity and one or more end user systems, the automation platform comprising a survey configuration interface, a workflow pipeline visualization interface, a processor and memory and configured to:
access survey data, communications data, one or more communication sentiment scores and templates data;
generate the survey configuration interface comprising one or more selectable options;
receive a selection of a communication channel from the one or more selectable options from the survey configuration interface;
generate and store an initial communication for a survey;
transmit the initial communication of the survey via the selected communication channel at a preselected date and time;
generate the workflow pipeline visualization interface illustrating one or more communications of the survey between the automation platform and one or more end user systems, wherein the workflow pipeline visualization interface is generated based upon survey data, communications data and templates data, wherein the workflow pipeline visualization interface is organized in columns according to a phase of the survey, and wherein the workflow pipeline visualization interface further illustrates on a single display one or more communications scheduled to be initiated, one or more communications currently undergoing one or more rounds of modification and review, and one or more communications that have been transmitted to the one or more end user systems; and
display the workflow pipeline visualization interface on an output device.
2. The system of claim 1 , wherein a communication channel of the survey comprises social media.
3. The system of claim 1 , wherein the computer is further configured to:
control a complexity of an email communication by moving an interface lever.
4. The system of claim 1 , wherein the survey comprises a coordinated series of related communications and one or more rules for transmitting one or more follow-up communications.
5. The system of claim 1 , wherein the automation platform is further configured to:
transmit one or more additional communications of the survey according to a date and time specified by a schedule.
6. The system of claim 1 , wherein the automation platform is further configured to:
transmit one or more follow-up communications of the survey according to one or more configured parameters of the survey.
7. The system of claim 1 , wherein the automation platform is further configured to:
receive a selection of one or more escalation options for one or more communications of the survey.
8. A computer-implemented method, comprising:
providing an automation platform comprising a survey configuration interface, a workflow pipeline visualization interface, a processor and memory;
accessing, by the processor, survey data, communications data, one or more communication sentiment scores and templates data;
generating, by the processor, the survey configuration interface comprising one or more selectable options;
receiving, by the processor, a selection of a communication channel from the one or more selectable options from the survey configuration interface;
generating and storing, by the processor, an initial communication for a survey;
transmitting, by the processor, the initial communication of the survey via the selected communication channel at a preselected date and time;
generating, by the processor, the workflow pipeline visualization interface illustrating one or more communications of the survey between the automation platform and one or more end user systems, wherein the workflow pipeline visualization interface is generated based upon survey data, communications data and templates data, wherein the workflow pipeline visualization interface is organized in columns according to a phase of the survey, and wherein the workflow pipeline visualization interface further illustrates on a single display one or more communications scheduled to be initiated, one or more communications currently undergoing one or more rounds of modification and review, and one or more communications that have been transmitted to the one or more end user systems; and
displaying, by the processor, the workflow pipeline visualization interface on an output device.
9. The computer-implemented method of claim 8 , wherein a communication channel of the survey comprises social media.
10. The computer-implemented method of claim 8 , further comprising:
controlling, by the processor, a complexity of an email communication by moving an interface lever.
11. The computer-implemented method of claim 8 , wherein the survey comprises a coordinated series of related communications and one or more rules for transmitting one or more follow-up communications.
12. The computer-implemented method of claim 8 , further comprising:
transmitting, by the processor, one or more additional communications of the survey according to a date and time specified by a schedule.
13. The computer-implemented method of claim 8 , further comprising:
transmitting, by the processor, one or more follow-up communications of the survey according to one or more configured parameters of the survey.
14. The computer-implemented method of claim 8 , further comprising:
receiving, by the processor, a selection of one or more escalation options for one or more communications of the survey.
15. A non-transitory computer-readable storage medium embodied with software, the software when executed configured to:
access, by an automation platform comprising a processor and memory, survey data, communications data, one or more communication sentiment scores and templates data;
generate a survey configuration interface comprising one or more selectable options;
receive a selection of a communication channel from the one or more selectable options from the survey configuration interface;
generate and store an initial communication for a survey;
transmit the initial communication of the survey via the selected communication channel at a preselected date and time;
generate a workflow pipeline visualization interface illustrating one or more communications of the survey between the automation platform and one or more end user systems, wherein the workflow pipeline visualization interface is generated based upon survey data, communications data and templates data, wherein the workflow pipeline visualization interface is organized in columns according to a phase of the survey, and wherein the workflow pipeline visualization interface further illustrates on a single display one or more communications scheduled to be initiated, one or more communications currently undergoing one or more rounds of modification and review, and one or more communications that have been transmitted to the one or more end user systems; and
display the workflow pipeline visualization interface on an output device.
16. The non-transitory computer-readable storage medium of claim 15 , wherein a communication channel of the survey comprises social media.
17. The non-transitory computer-readable storage medium of claim 15 , wherein the software when executed is further configured to:
control a complexity of an email communication by moving an interface lever.
18. The non-transitory computer-readable storage medium of claim 15 , wherein the survey comprises a coordinated series of related communications and one or more rules for transmitting one or more follow-up communications.
19. The non-transitory computer-readable storage medium of claim 15 , wherein the software when executed is further configured to:
transmit one or more additional communications of the survey according to a date and time specified by a schedule.
20. The non-transitory computer-readable storage medium of claim 15 , wherein the software when executed is further configured to:
transmit one or more follow-up communications of the survey according to one or more configured parameters of the survey.