IP Library Patent Application 18897789
Patent Application
App. No. 18/897,789

MULTI-CLIENT SERVICE SYSTEM PLATFORM

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Quick Facts
Patent No.
US None
App. No.
18/897,789
Abstract

The present disclosure is directed to various ways of improving the functioning of computer systems, information networks, data stores, search engine systems and methods, and other advantages. Among other things, provided herein are methods, systems, components, processes, modules, blocks, circuits, sub-systems, articles, and other elements (collectively referred to in some cases as the “platform” or the “system”) that collectively enable, in a single database and system, the development and maintenance of a set of universal contact objects that relate to the contacts of a business and that have attributes that enable use for a wide range of activities, including sales activities, marketing activities, service activities, content development activities, and others, as well as improved methods and systems for sales, marketing and services that make use of such universal contact objects.

Claims (60)

1 . A method, comprising:

adding a ticket to a ticket pipeline for processing the ticket;

processing, by a pipeline stage of the ticket pipeline, the ticket utilizing a service feature, wherein the processing includes:

extracting attributes from the ticket;

selecting the service feature from available service features for processing the ticket based upon the attributes of the ticket;

configuring the service feature according to a set of customization parameters; and

executing the service feature to process the ticket based upon the attributes of the ticket, wherein the service feature utilizes the set of customization parameters to process the ticket; and

executing an action for the ticket based upon the service feature processing the ticket.

2 . The method of claim 1 , comprising:

defining the set of customization parameters to include ticket parameters used by the service feature to process the ticket.

3 . The method of claim 1 , comprising:

selecting a chat bot service feature as the service feature; and

configuring the chat bot service feature with a script defined by the set of customization parameters.

4 . The method of claim 1 , comprising:

selecting a feedback system as the service feature for collecting feedback from contacts of a client; and

configuring the feedback system with a survey defined by the set of customization parameters.

5 . The method of claim 1 , wherein the set of customization parameters include a root URL for populating a knowledge graph.

6 . The method of claim 1 , wherein the set of customization parameters include a customer service workflow.

7 . The method of claim 1 , comprising:

selecting the service feature based upon the service feature providing automated follow-up messages.

8 . The method of claim 1 , comprising:

selecting the service feature based upon the service feature providing a frequently asked questions page.

9 . A computing system including a processor and memory configured to perform operations comprising:

adding a ticket to a ticket pipeline for processing the ticket;

processing, by a pipeline stage of the ticket pipeline, the ticket utilizing a service feature, wherein the processing includes:

extracting attributes from the ticket;

selecting the service feature from available service features for processing the ticket based upon the attributes of the ticket;

configuring the service feature according to a set of customization parameters; and

executing the service feature to process the ticket based upon the attributes of the ticket, wherein the service feature utilizes the set of customization parameters to process the ticket; and

executing an action for the ticket based upon the service feature processing the ticket.

10 . The computing system of claim 9 , wherein the operations comprise:

defining the set of customization parameters to include ticket parameters used by the service feature to process the ticket.

11 . The computing system of claim 9 , wherein the operations comprise:

selecting a chat bot service feature as the service feature; and

configuring the chat bot service feature with a script defined by the set of customization parameters.

12 . The computing system of claim 9 , wherein the operations comprise:

selecting a feedback system as the service feature for collecting feedback from contacts of a client; and

configuring the feedback system with a survey defined by the set of customization parameters.

13 . The computing system of claim 9 , wherein the set of customization parameters include a root URL for populating a knowledge graph.

14 . The computing system of claim 9 , wherein the set of customization parameters include a customer service workflow.

15 . The computing system of claim 9 , wherein the operations comprise:

selecting the service feature based upon the service feature providing automated follow-up messages.

16 . The computing system of claim 9 , wherein the operations comprise:

selecting the service feature based upon the service feature providing a frequently asked questions page.

17 . A non-transitory machine readable medium comprising instructions for performing a method, which when executed by a machine, causes the machine to perform operations comprising:

adding a ticket to a ticket pipeline for processing the ticket;

processing, by a pipeline stage of the ticket pipeline, the ticket utilizing a service feature, wherein the processing includes:

extracting attributes from the ticket;

selecting the service feature from available service features for processing the ticket based upon the attributes of the ticket;

configuring the service feature according to a set of customization parameters; and

executing the service feature to process the ticket based upon the attributes of the ticket, wherein the service feature utilizes the set of customization parameters to process the ticket; and

executing an action for the ticket based upon the service feature processing the ticket.

18 . The non-transitory machine readable medium of claim 17 , wherein the operations comprise:

defining the set of customization parameters to include ticket parameters used by the service feature to process the ticket.

19 . The non-transitory machine readable medium of claim 17 , wherein the operations comprise:

selecting a chat bot service feature as the service feature; and

configuring the chat bot service feature with a script defined by the set of customization parameters.

20 . The non-transitory machine readable medium of claim 17 wherein the operations comprise:

selecting a feedback system as the service feature for collecting feedback from contacts of a client; and

configuring the feedback system with a survey defined by the set of customization parameters.

Assignments (1)
SECURITY INTEREST Recorded Feb 12, 2026
From: HUBSPOT, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 074818/0036 →