IP Library Granted Patent US 9,247,063
Granted Patent B2
US 9,247,063 · App. 12/122,404 · Granted Jan 26, 2016

Method and system for personalising responses to customer communications

Inventors: Steven Samuel Pollock (Los Altos, CA); Ashok Mitter Khosla (Palo Alto, CA); Abhijit Barde (Sunnyvale, CA)
Assignee: West Interactive Corporation II
H04M3/5232H04M3/436H04M2203/408
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Quick Facts
Patent No.
US 9,247,063
App. No.
12/122,404
Granted
Jan 26, 2016
Kind
B2
Abstract

In one embodiment, the invention provides a method for personalizing a response to an incoming customer communication. The method includes identifying a customer based on an incoming customer communication; selecting a rule applicable to the incoming customer communication, the rule having a destination associated therewith; preparing data to facilitate processing of the incoming customer communication; and routing the call to the destination associated with the selected rule and sending the prepared data to the destination.

Claims (54)

1. A method, comprising:

generating, by a processor, personalization data comprising at least one tag: value pair;

associating, by the processor, the personalization data with an incoming customer communication;

matching, by the processor, the personalization data against a set of rules in a rule database to determine a rule that most closely matches the personalization data; and

selecting, by the processor, a destination for the incoming customer communication based on the matching of the personalization data, wherein

the value pair comprises a customer name, a service level of the customer, satisfaction level of the customer, status of service, or a combination thereof, and

the matching of the personalization data against the set of rules further comprises

calculating a vector dot product between the value pair and each of the set of rules in the rule database, and

selecting a rule of from the set of rules closest to the value pair based on the calculated vector dot product.

2. The method of claim 1 , wherein the incoming customer communication comprises a telephone call and the personalization data is generated during the telephone call.

3. The method of claim 1 , wherein the personalization data is based on explicitly-received information from the customer.

4. The method of claim 1 , wherein the personalization data is based on implicitly-collected information.

5. The method of claim 1 , wherein the matching comprises applying a statistical matching technique.

6. The method of claim 1 , wherein the matching comprises using a statistical approach to determine the most closely matching rule.

7. A system comprising a processor and a memory coupled to the processor, the memory storing instructions that, when executed by the processor, are configured to cause the system to:

receive an incoming customer communication;

retrieve a customer profile associated with the incoming customer communication;

match the customer profile comprising at least one tag against a plurality of rules to select a rule that best fits data in the customer profile; and

route the call to a destination associated with the selected rule, wherein

the at least one tag comprises a value pair comprising a customer name, a service level of the customer, satisfaction level of the customer, status of service, or a combination thereof, and

the customer profile is matched against the plurality of rules further by

calculating a vector dot product between the at least one tag of the customer profile and each of the plurality of rules in a rule database, and

selecting a rule of from the set of rules closest to the value pair based on the calculated vector dot product.

8. The system of claim 7 , wherein the matching is based on a statistical technique.

9. The system of claim 7 , wherein the customer profile comprises tag: value pairs.

10. The system of claim 9 , wherein some of the tag: value pairs are missing.

11. A method, comprising:

identifying, by a processor, a customer based on an incoming customer communication;

matching, by the processor, at least one tag against a set of rules in a rule database to determine a rule that most closely matches the at least one tag;

selecting, by the processor, the rule applicable to the incoming customer communication based on the matching, the rule having a destination associated therewith;

preparing, by the processor, data to facilitate processing of the incoming customer communication; and

routing, by the processor, a call to the destination associated with the selected rule and sending the prepared data to the destination, wherein

the at least one tag comprises a value pair comprising a customer name, a service level of the customer, satisfaction level of the customer, status of service, or a combination thereof, and

the matching of the at least one tag against the set of rules further comprises

calculating a vector dot product between the at least one tag and each of the set of rules in the rule database, and

selecting a rule of from the set of rules closest to the value pair based on the calculated vector dot product.

12. The method of claim 11 , wherein the customer communication comprises a telephone call.

13. The method of claim 11 , wherein the selecting of the applicable rule is based on a statistical matching technique.

14. The method of claim 11 , wherein the destination comprises a telephone number associated with a live agent.

15. The method of claim 14 , wherein the data comprises information to assist the live agent to handle the call.

16. The method of claim 14 , wherein the information comprises a script of prompts to be uttered by the live agent to the customer.

17. A non-transitory computer-readable medium having stored thereon a sequence of instructions that, when executed by a processor, are configured to cause the processor to:

identify a customer based on an incoming customer communication;

match at least one tag against a set of rules in a rule database to determine a rule that most closely matches the at least one tag;

select the rule applicable to the incoming customer communication based on the matching, the rule having a destination associated therewith;

prepare data to facilitate processing of the incoming customer communication; and

route a call to the destination associated with the selected rule and sending the prepared data to the destination, wherein

the at least one tag comprises a value pair comprising a customer name, a service level of the customer, satisfaction level of the customer, status of service, or a combination thereof, and

the at least one tag is matched against the set of rules further comprises

calculating a vector dot product between the at least one tag and each of the set of rules in the rule database, and

selecting a rule of from the set of rules closest to the value pair based on the calculated vector dot product.

18. The non-transitory computer-readable medium of claim 17 , wherein the customer communication comprises a telephone call.

19. The non-transitory computer-readable medium of claim 17 , wherein selecting the applicable rule is based on a statistical matching technique.

20. The non-transitory computer-readable medium of claim 17 , wherein the destination comprises a telephone number associated with a live agent.

Assignments (10)
CHANGE OF NAME Recorded Jun 8, 2026
From: INTRADO INTERACTIVE SERVICES CORPORATION
To: TELEVOX, INC.
Reel/Frame 075720/0505 →
OMNIBUS ASSIGNMENT OF SECURITY INTEREST IN INTELLECTUAL PROPERTY Recorded Nov 25, 2024
From: UBS AG, STAMFORD BRANCH (AS SUCCESSOR TO CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH IN ITS CAPACITY AS COLLATERAL AGENT)
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS THE SUCCESSOR COLLATERAL AGENT
Reel/Frame 069438/0775 →
CHANGE OF NAME Recorded Apr 3, 2023
From: WEST INTERACTIVE SERVICES CORPORATION
To: INTRADO INTERACTIVE SERVICES CORPORATION
Reel/Frame 063241/0203 →
NOTICE OF GRANT OF SECURITY INTEREST (SECOND LIEN) IN PATENTS Recorded Jan 31, 2023
From: CX360, INC.; WEST TECHNOLOGY GROUP, LLC (FKA INTRADO CORPORATION, FKA WEST CORPORATION); INTRADO INTERACTIVE SERVICES CORPORATION (FKA WEST INTERACTIVE SERVICES CORPORATION, FKA COBALT ACQUISITION COMPANY)
To: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 062571/0018 →
RELEASE OF SECURITY INTEREST Recorded May 1, 2018
From: U.S. BANK NATIONAL ASSOCIATION
To: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
Reel/Frame 046046/0547 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS (FIRST LIEN) Recorded Oct 10, 2017
From: WEST INTERACTIVE SERVICES CORPORATION
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH, AS COLLATERAL AGENT
Reel/Frame 044169/0017 →
SECURITY INTEREST Recorded Jun 20, 2016
From: WEST CORPORATION; WEST INTERACTIVE SERVICES CORPORATION; WEST SAFETY SERVICES, INC.; WEST UNIFIED COMMUNICATIONS SERVICES, INC.; RELIANCE COMMUNICATIONS, LLC
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 039093/0944 →
MERGER AND CHANGE OF NAME Recorded Jun 13, 2016
From: HOLLY CONNECTS, INC.; WEST INTERACTIVE CORPORATION II; WEST NOTIFICATIONS, INC.; WEST NOTIFICATIONS, INC.
To: WEST INTERACTIVE SERVICES CORPORATION
Reel/Frame 038893/0065 →
CHANGE OF NAME Recorded Feb 7, 2013
From: TUVOX INCORPORATED
To: WEST INTERACTIVE CORPORATION II
Reel/Frame 029772/0122 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 23, 2010
From: POLLOCK, STEVEN S.; KHOSLA, ASHOK M.; BARDE, ABHIJIT
To: TUVOX, INC.
Reel/Frame 024122/0595 →
Continuity (1)
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