IP Library Granted Patent US 9,560,203
Granted Patent B2
US 9,560,203 · App. 14/478,371 · Granted Jan 31, 2017

System and method for providing customer support on a user interface

Inventors: Christopher E. Kay (Palo Alto, CA); Sam Lising (San Francisco, CA); Tim Kobe (Honolulu, HI)
Assignee: Citibank, N.A.
H04M3/5233G06Q10/08G06Q30/016G06Q40/02H04M3/5183H04M3/5315H04M7/003H04N7/03H04N7/147H04N21/4788H04N21/47805
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Quick Facts
Patent No.
US 9,560,203
App. No.
14/478,371
Granted
Jan 31, 2017
Kind
B2
Abstract

Embodiments described can more effectively complete complicated service transactions in a more efficient manner by having a team of well-trained professionals who are instantly “streamed” into any location as necessary. A two-way communication system can provide instant or quick access to the right expert at the right point in time, thereby converting what might otherwise be a negative customer experience into a positive sales and service opportunity. A computer implemented method for providing customer support comprises receiving, by a touchpoint device, identification information from a user of the touchpoint device; receiving the identification information; providing an electronic document to the user; receiving an input from the user requesting a session with a representative; selecting a representative based at least in part on the electronic document; providing information about the electronic document to the representative; and establishing a connection between the representative and the touchpoint device.

Claims (56)

1. A computer implemented method comprising:

receiving, by a server transmitted from a touchpoint device, identification information for a user;

presenting, by the server to the touchpoint device, a webpage for display to the user based on the identification information received for the user from the touchpoint device;

receiving, by the server from the touchpoint device, an input from the user comprising webpage content information;

upon receiving the input for the user from the touchpoint device, receiving, by the server, from the touchpoint device a request for a session with a representative based at least in part on subject matter of the webpage;

routing, by the server from the touchpoint device, the request for the session to a computing device of a specialized representative from a plurality of representatives based at least in part on subject matter of the webpage and the webpage content information for the user received from the touchpoint device;

transmitting, by the server to the computing device of the specialized representative, the identification information and the webpage; and

establishing, by the server, a network connection between the computing device of the representative and the touchpoint device for a videoconferencing session between the representative and the user.

2. The method according to claim 1 , wherein the touchpoint device is a personal computer, mobile phone, automated teller machine, kiosk, personal digital assistant, or tablet computer.

3. The method according to claim 1 , further comprising providing at least a portion of the identification information from the user to the representative.

4. The method according to claim 1 , further comprising providing the webpage to the representative.

5. The method according to claim 1 , further comprising:

determining, by the server, subject matter of the webpage; and

routing, by the server, a message to connect the specialized representative based upon the determination of subject matter of the webpage.

6. The method according to claim 5 , further comprising retrieving information from a database that associates the webpage with a subject matter.

7. The method according to claim 1 , further comprising:

upon receiving a request from the user for a session with a representative, automatically generating a request for the specialized representative based on the webpage;

transmitting the request to a call center; and

routing the request to the specialized representative with expertise in the webpage.

8. A computer implemented method comprising:

providing, by a server to a touchpoint device accessed by a user, a webpage;

receiving, by the server from the touchpoint device, information inputted by the user into the webpage comprising web page content information;

after receiving the information inputted by the user into the webpage, receiving, by the server from the touchpoint device, an input from the user requesting a session with a representative based at least in part on subject matter of the webpage;

routing, by the server from the touchpoint device, the request for the session to a computing device of a specialized representative from a plurality of representatives based at least in part on subject matter of the webpage and the webpage content information;

establishing, by the server, a connection between the computing device of the specialized representative and the touchpoint device; and

permitting, by the server, the specialized representative access to input information into the webpage.

9. The method according to claim 8 , wherein the touchpoint device is a personal computer, a mobile phone, automated teller machine, kiosk, personal digital assistant, or tablet computer.

10. The method according to claim 8 , further comprising receiving, by the server from the touchpoint device, identification information from a user of the touchpoint device.

11. The method according to claim 10 , further comprising providing, by the server, at least a portion of the identification information from the user to the specialized representative.

12. The method according to claim 8 , further comprising determining, by a server, subject matter of the webpage and routing a message to connect the specialized representative based upon the determination of subject matter of the webpage.

13. The method according to claim 12 , further comprising retrieving information from a database that associates the webpage with subject matter.

14. The method according to claim 8 , further comprising:

upon receiving a request from the user for a session with the specialized representative, automatically generating a request for the specialized representative based on the webpage;

transmitting the request to a call center; and

routing the request to the specialized representative with expertise in the webpage.

15. The method according to claim 8 , further comprising receiving a transmission of a video and audio of the user from the touchpoint device to the representative.

16. A computer implemented method comprising:

receiving, by the server from a touchpoint device of a user, information inputted by the user into a webpage comprising webpage content information;

after receiving the information inputted by the user into the webpage, receiving, by the server from the touchpoint device, an input from the user requesting a session with a representative based at least in part on subject matter of the webpage;

routing, by the server from the touchpoint device, the request for the session to a computing device of a specialized representative from a plurality of representatives based at least in part on subject matter of the webpage and the webpage content information;

providing, by the server, the information inputted by the user into the webpage to the computing device of the specialized representative;

receiving, by the server from the touchpoint device, a transmission of a video and audio of the user with to the representative;

establishing, by the server to the touchpoint device, a videoconferencing session between the specialized representative and user;

receiving input, by the server from the computing device of the specialized representative, the information inputted by the representative into the webpage;

executing, by the server, the webpage during the videoconferencing session; and

transmitting, by the server, the executed webpage to the representative.

17. The method according to claim 16 , wherein the touchpoint device is a personal computer, a mobile phone, automated teller machine, kiosk, personal digital assistant, or tablet computer.

18. The method according to claim 16 , further comprising receiving, by the touchpoint device, identification information from the user of the touchpoint device.

19. The method according to claim 18 , further comprising, receiving, by the server, the identification information to provide at least a portion of the identification information from the user to the specialized representative.

20. The method according to claim 16 , further comprising determining, by a server, subject matter of the webpage.

21. The method according to claim 20 , further comprising routing a message to connect the specialized representative based upon the determination of subject matter of the webpage.

22. The method according to claim 21 , further comprising retrieving information from a database that associates the webpage with subject matter.

23. The method according to claim 16 , further comprising:

upon receiving a request from the user for a session with a representative, automatically generating a request for a representative based on the webpage;

transmitting the request to a call center; and

routing the request to a representative with expertise in the webpage.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 5, 2014
From: KAY, CHRISTOPHER E.; KOBE, TIM; LISING, SAM
To: CITIBANK, N.A.
Reel/Frame 033677/0816 →
Continuity (3)
Continuation 13082612 · Apr 8, 2011
Provisional Application 61322363 · Apr 9, 2010
Related Publication 20140375749A1 · Dec 25, 2014