IP Library Granted Patent US 11,049,073
Granted Patent B2
US 11,049,073 · App. 16/795,771 · Granted Jun 29, 2021

Session collaborator

Inventors: David Ding-hua Tzau (Vernon Hills, IL); Yang Sun (Buffalo Grove, IL)
Assignee: CDW LLC
G06Q10/10G06Q30/0601G06Q30/0617H04L67/02H04N7/141
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Quick Facts
Patent No.
US 11,049,073
App. No.
16/795,771
Granted
Jun 29, 2021
Kind
B2
Abstract

A method and system for establishing an electronic communication channel between an agent of a first entity and a second entity is provided, including: linking the second entity to the agent of the first entity when a trigger is sent by the second entity; providing one or more software programs over the electronic communication channel to the second entity; initiating an exchange by the agent of the first entity to the second entity; and sending one or more messages over the communication channel between the agent from the first entity and the second entity. The system includes a database containing a link between the agent of the first entity and the second entity. The system also includes a server configured to establish an electronic communication channel between the agent of the first entity and the second entity when a trigger is sent by the second entity.

Claims (40)

1. A method for establishing an electronic communication channel between a plurality of agents of a first entity and a second entity, comprising:

receiving, at one or more processors, an indication of a trigger associated with the second entity;

linking, by the one or more processors, the second entity to the plurality of agents of the first entity when in response to the indication of the trigger;

providing, by the one or more processors, a software program configured to automatically initiating a message exchange over the electronic communication channel to the second entity; and

automatically initiating, by the one or more processors, the message exchange over the electronic communication channel in response to receiving an indication that a condition for the message exchange has been satisfied by the second entity, wherein initiating the message exchange includes automatically sending at least one of a plurality of messages previously stored in a repository for sending to the second entity upon satisfaction of the condition.

2. The method of claim 1 , further comprising:

receiving, at the one or more processors, a response message from the second entity; and

sending, by the one or more processors, the response message to one or more of the plurality of agents of the first entity in a collaboration session.

3. The method of claim 1 , wherein the software program is configured to automatically initiate the message exchange by sending signals to get messages from the one or more processors.

4. The method of claim 1 , wherein the condition for the message exchange includes the second entity accessing a web page associated with the first entity.

5. The method of claim 4 , wherein the trigger is a login by the second entity on a website associated with the web page.

6. The method of claim 1 , wherein the message exchange includes a conversation between the plurality of agents of the first entity and the second entity conducted in a real-time collaboration session via the electronic communication channel.

7. The method of claim 1 , wherein the message exchange includes a conversation between the plurality of agents of the first entity and the second entity conducted in an asynchronous collaboration session via the electronic communication channel.

8. The method of claim 1 , wherein the at least one of the plurality of messages includes information regarding a pre-selected set of products or services selected for presentation to the second entity and associated with the condition.

9. A system for establishing an electronic communication channel between a plurality of agents of a first entity and a second entity comprising:

one or more processors; and

a non-transitory computer-readable medium communicatively connected to the one or more processors and storing executable instructions that, when executed by the one or more processors, cause the system to:

receive an indication of a trigger associated with the second entity;

link the second entity to the plurality of agents of the first entity when in response to the indication of the trigger;

provide a software program configured to automatically initiating a message exchange over the electronic communication channel to the second entity; and

automatically initiate the message exchange over the electronic communication channel in response to receiving an indication that a condition for the message exchange has been satisfied by the second entity, wherein initiating the message exchange includes automatically sending at least one of a plurality of messages previously stored in a repository for sending to the second entity upon satisfaction of the condition.

10. The system of claim 9 , wherein the executable instructions, when executed by the one or more processors, further cause the system to:

receive a response message from the second entity; and

send the response message to one or more of the plurality of agents of the first entity in a collaboration session.

11. The system of claim 9 , wherein the software program is configured to automatically initiate the message exchange by sending signals to get messages from the one or more processors.

12. The system of claim 9 , wherein the condition for the message exchange includes the second entity accessing a web page associated with the first entity.

13. The system of claim 9 , wherein the message exchange includes a conversation between the plurality of agents of the first entity and the second entity conducted in a real-time collaboration session via the electronic communication channel.

14. The system of claim 9 , wherein the message exchange includes a conversation between the plurality of agents of the first entity and the second entity conducted in an asynchronous collaboration session via the electronic communication channel.

15. The system of claim 9 , wherein the at least one of the plurality of messages includes information regarding a pre-selected set of products or services selected for presentation to the second entity and associated with the condition.

16. A non-transitory computer-readable medium storing executable instructions for establishing an electronic communication channel between a plurality of agents of a first entity and a second entity that, when executed by one or more processors of a computer system, cause the computer system to:

receive an indication of a trigger associated with the second entity;

link the second entity to the plurality of agents of the first entity when in response to the indication of the trigger;

provide a software program configured to automatically initiating a message exchange over the electronic communication channel to the second entity; and

automatically initiate the message exchange over the electronic communication channel in response to receiving an indication that a condition for the message exchange has been satisfied by the second entity, wherein initiating the message exchange includes automatically sending at least one of a plurality of messages previously stored in a repository for sending to the second entity upon satisfaction of the condition.

17. The non-transitory computer-readable medium of claim 16 , wherein the executable instructions, when executed by the one or more processors, further cause the computer system to:

receive a response message from the second entity; and

send the response message to one or more of the plurality of agents of the first entity in a collaboration session.

18. The non-transitory computer-readable medium of claim 16 , wherein the software program is configured to automatically initiate the message exchange by sending signals to get messages from the one or more processors.

19. The non-transitory computer-readable medium of claim 16 , wherein the condition for the message exchange includes the second entity accessing a web page associated with the first entity.

20. The non-transitory computer-readable medium of claim 16 , wherein the message exchange includes a conversation between the plurality of agents of the first entity and the second entity conducted in a real-time collaboration session via the electronic communication channel.

Assignments (2)
MERGER Recorded Feb 20, 2020
From: CDW CORPORATION
To: CDW LLC
Reel/Frame 051875/0616 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 20, 2020
From: SUN, YANG; TZAU, DAVID DING-HUA
To: CDW CORPORATION
Reel/Frame 051976/0908 →
Continuity (3)
Continuation 15973489 · May 7, 2018
Continuation 12494536 · Jun 30, 2009
Related Publication 20200193378A1 · Jun 18, 2020