IP Library Granted Patent US 12,499,449
Granted Patent B2
US 12,499,449 · App. 18/965,745 · Granted Dec 16, 2025

Communications platform system

Inventor: Tomas Gorny (Scottsdale, AZ)
Assignee: Nextiva, Inc.
G06Q30/01
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Quick Facts
Patent No.
US 12,499,449
App. No.
18/965,745
Granted
Dec 16, 2025
Kind
B2
Abstract

A system and method are disclosed and include databases that store data describing electronic communication between one or more user devices and one or more company devices and a computer. The computer displays a graphical user interface for monitoring communication activity of one or more one or more user devices and one or more company devices, to one or more company devices and monitors communication activity over one or more communication channels. The computer also records and stores the communication activity in the databases. The computer further displays a list of rules, the list of rules comprising triggers, conditions and actions for each of the one or more rules and a flow of each rule associated with the company of the one or more company devices and executes one or more actions responsive to one or more triggers, conditions or actions of each of the one or more rules.

Claims (42)

1 . A system for managing communications, comprising:

a platform interface comprising a user interface module, an administration interface, an intelligence module, a rules engine, a communication interface module and a database, the platform interface configured to manage communications by:

creating and setting up, by the user interface module, one or more types of users by assigning one or more types of permissions;

providing, by the user interface module, one or more macros for automating one or more activities;

providing, by the administration interface, one or more system services to set up and configure operation of the system;

providing, by the administration interface, at least two graphical user interfaces comprising an agent interface view and an administration interface view;

providing, by the intelligence module, natural language processing to transcribe a communication for identifying one or more keywords in order to identify a sentiment of the communication;

setting up, by the rules engine, one or more business rules, wherein each business rule comprises a trigger, one or more conditions, and one or more actions; and

initiating and receiving, by the communication interface module, communication activity over one or more communication channels.

2 . The system of claim 1 , wherein the one or more types of permissions comprise access to one or more tools.

3 . The system of claim 1 , wherein the one or more macros enable creation and storage of one or templated questions and responses for one or surveys.

4 . The system of claim 1 , wherein the one or more system services comprise one or more of: a database builder, a form builder and a table builder.

5 . The system of claim 1 , wherein the administration interface view provides for configuration of the agent interface view via one or more settings and one or more applications in order to present information to a user.

6 . The system of claim 1 , wherein the agent interface view comprises one or more of: one or more list views, one or more form views and one or more relationship views.

7 . The system of claim 1 , wherein the administrative interface view comprises one or more sub-sections that comprises interfaces for one or more of: user management, channels, smart topics and analytics, rules engine, engagement, case management and data management.

8 . A computer-implemented method for managing communications, comprising:

creating and setting up, by a user interface module, one or more types of users by assigning one or more types of permissions;

providing, by the user interface module, one or more macros for automating one or more activities;

providing, by an administration interface, one or more system services to set up and configure operation of the system;

providing, by the administration interface, at least two graphical user interfaces comprising an agent interface view and an administration interface view;

providing, by an intelligence module, natural language processing to transcribe a communication for identifying one or more keywords in order to identify a sentiment of the communication;

setting up, by a rules engine, one or more business rules, wherein each business rule comprises a trigger, one or more conditions, and one or more actions; and

initiating and receiving, by a communication interface module, communication activity over one or more communication channels.

9 . The computer-implemented method of claim 8 , wherein the one or more types of permissions comprise access to one or more tools.

10 . The computer-implemented method of claim 8 , wherein the one or more macros enable creation and storage of one or templated questions and responses for one or surveys.

11 . The computer-implemented method of claim 8 , wherein the one or more system services comprise one or more of: a database builder, a form builder and a table builder.

12 . The computer-implemented method of claim 8 , wherein the administration interface view provides for configuration of the agent interface view via one or more settings and one or more applications in order to present information to a user.

13 . The computer-implemented method of claim 8 , wherein the agent interface view comprises one or more of: one or more list views, one or more form views and one or more relationship views.

14 . The computer-implemented method of claim 8 , wherein the administrative interface view comprises one or more sub-sections that comprises interfaces for one or more of: user management, channels, smart topics and analytics, rules engine, engagement, case management and data management.

15 . A non-transitory computer-readable medium embodied with software for managing communications, the software when executed:

creates and sets up, by a user interface module, one or more types of users by assigning one or more types of permissions;

provides, by the user interface module, one or more macros for automating one or more activities;

provides, by an administration interface, one or more system services to set up and configure operation of the system;

provides, by the administration interface, at least two graphical user interfaces comprising an agent interface view and an administration interface view;

provides, by an intelligence module, natural language processing to transcribe a communication for identifying one or more keywords in order to identify a sentiment of the communication;

sets up, by a rules engine, one or more business rules, wherein each business rule comprises a trigger, one or more conditions, and one or more actions; and

initiates and receives, by a communication interface module, communication activity over one or more communication channels.

16 . The non-transitory computer-readable medium of claim 15 , wherein the one or more types of permissions comprise access to one or more tools.

17 . The non-transitory computer-readable medium of claim 15 , wherein the one or more macros enable creation and storage of one or templated questions and responses for one or surveys.

18 . The non-transitory computer-readable medium of claim 15 , wherein the one or more system services comprise one or more of: a database builder, a form builder and a table builder.

19 . The non-transitory computer-readable medium of claim 18 , wherein the administration interface view provides for configuration of the agent interface view via one or more settings and one or more applications in order to present information to a user.

20 . The non-transitory computer-readable medium of claim 15 , wherein the agent interface view comprises one or more of: one or more list views, one or more form views and one or more relationship views.

Assignments (4)
SECURITY INTEREST Recorded Jul 5, 2025
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 071611/0880 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CORRECT THE ASSIGNEE PREVIOUSLY RECORDED AT REEL: 69579 FRAME: 876. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Jan 8, 2025
From: MEDGAUS, CARL
To: STABILI-TEETH INC.
Reel/Frame 070389/0329 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 13, 2024
From: MEDGAUS, CARL
To: STABILI-TEETH LLC
Reel/Frame 069579/0876 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 4, 2024
From: GORNY, TOMAS
To: NEXTIVA, INC.
Reel/Frame 069508/0667 →
Continuity (7)
Continuation 18198666 · May 17, 2023
Continuation 17086851 · Nov 2, 2020
Continuation 16167981 · Oct 23, 2018
Continuation In Part 15651372 · Jul 17, 2017
Continuation 14485626 · Sep 12, 2014
Provisional Application 62575609 · Oct 23, 2017
Related Publication 20250094997A1 · Mar 20, 2025
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