IP Library Granted Patent US 11,611,657
Granted Patent B2
US 11,611,657 · App. 17/488,991 · Granted Mar 21, 2023

AI-based compliance and preference system

Inventors: Pierre St-Cyr (Laval, CA); Ran Ezerzer (Alcobendas, ES)
Assignee: Thrio, Inc.
H04M3/5175G06F16/9035G06N20/00G06Q30/01H04M3/5158
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Quick Facts
Patent No.
US 11,611,657
App. No.
17/488,991
Granted
Mar 21, 2023
Kind
B2
Abstract

A method of providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises includes storing a plurality of AI templates, each of which is associated with one or more AI routines, generating a campaign object associating one or more of the AI templates with a tenant enterprise from among the plurality of tenant enterprises, transforming a communication on a switching network associated with the tenant enterprise according to the one or more AI templates associated with the campaign object, and providing the transformed communication to a target legacy customer outreach platform of the tenant enterprise.

Claims (40)

1. A method of providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the method comprising:

obtaining a target customer list associated with a tenant enterprise from among the plurality of tenant enterprises;

running an AI template on the target customer list to produce an AI-based customer list, the AI template comprising one or more AI routines;

outputting the AI-based customer list to a data file stored in a database; and

transmitting the AI-based customer list to a gateway for connection to the target legacy customer outreach platform of the tenant enterprise.

2. The method of claim 1 , wherein said obtaining includes obtaining the target customer list from the target legacy customer outreach platform.

3. The method of claim 2 , wherein the target legacy customer outreach platform is a system selected from the group consisting of an automatic call distributor (ACD), a dialer, and a customer relationship management (CRM) platform.

4. The method of claim 1 , wherein the target legacy customer outreach platform is a system selected from the group consisting of an automatic call distributor (ACD), a dialer, and a customer relationship management (CRM) platform.

5. The method of claim 1 , further comprising tagging the AI-based customer list with one or more time of day restrictions.

6. The method of claim 1 , further comprising tagging the AI-based customer list with one or more compliance restrictions.

7. The non-method of claim 1 , wherein said running the AI template on the target customer list includes scrubbing the target customer list in accordance with data from one or more databases selected from the group consisting of: a national “do not call” database, a litigator database, and a regional rules database.

8. The method of claim 1 , wherein said running the AI template on the target customer list includes adding customer data from one or more social media sources.

9. The method of claim 1 , wherein said running the AI template on the target customer list includes adding customer data from one or more media sources selected from the group consisting of Twitter®, Facebook®, Twilio®, Tropo®, DataSift®, and Nylas®.

10. A non-transitory program storage medium on which are stored instructions executable by a processor to perform operations for providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the operations comprising:

obtaining a target customer list associated with a tenant enterprise from among the plurality of tenant enterprises;

running an AI template on the target customer list to produce an AI-based customer list, the AI template comprising one or more AI routines;

outputting the AI-based customer list to a data file stored in a database; and

transmitting the AI-based customer list to a gateway for connection to the target legacy customer outreach platform of the tenant enterprise.

11. The non-transitory program storage medium of claim 10 , wherein said obtaining includes obtaining the target customer list from the target legacy customer outreach platform.

12. A system for providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the system comprising:

an AI-based compliance and preference server for obtaining a target customer list associated with a tenant enterprise from among the plurality of tenant enterprises, running an AI template on the target customer list to produce an AI-based customer list, and outputting the AI-based customer list to a data file stored in a database, the AI template comprising one or more AI routines; and

a list services gateway for transmitting the AI-based customer list to the target legacy customer outreach platform of the tenant enterprise.

13. The system of claim 12 , further comprising a decisioning and workflow engine for tagging the AI-based customer list with one or more time of day restrictions.

14. The system of claim 12 , further comprising a decisioning and workflow engine for tagging the AI-based customer list with one or more compliance restrictions.

15. A method of providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the method comprising:

storing a plurality of AI templates, each of which is associated with one or more AI routines;

generating a campaign object associating one or more of the AI templates with a tenant enterprise from among the plurality of tenant enterprises;

modifying a customer list according to the one or more AI templates associated with the campaign object; and

providing the modified list to the target legacy customer outreach platform of the tenant enterprise.

16. The non-method of claim 15 , wherein said modifying the customer list includes scrubbing the customer list in accordance with data from one or more databases selected from the group consisting of: a national “do not call” database, a litigator database, and a regional rules database.

17. The method of claim 15 , wherein said modifying the customer list includes adding customer data from one or more social media sources.

18. The method of claim 15 , wherein said modifying the customer list includes adding customer data from one or more media sources selected from the group consisting of Twitter®, Facebook®, Twilio®, Tropo®, DataSift®, and Nylas®.

19. The method of claim 15 , further comprising:

associating the campaign object with one or more customer lists of the tenant enterprise;

wherein the customer list modified in said modifying is a customer list from among the one or more customer lists of the tenant enterprise associated with the campaign object.

20. A system for providing artificial intelligence (AI) functionality to target legacy customer outreach platforms of a plurality of tenant enterprises, the system comprising:

a database for storing a plurality of AI templates, each of which is associated with one or more AI routines;

a decisioning and workflow engine for generating a campaign object associating one or more of the AI templates with a tenant enterprise from among the plurality of tenant enterprises;

an AI-based compliance and preference server for modifying a customer list according to the one or more AI templates associated with the campaign object; and

a list services gateway for providing the modified list to the target legacy customer outreach platform of the tenant enterprise.

Assignments (6)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 24, 2025
From: THRIO, INC.
To: NEXTIVA, INC.
Reel/Frame 071032/0360 →
CORRECTIVE ASSIGNMENT TO CORRECT THE CORRECT THE PROPERTY NUMBERS PREVIOUSLY RECORDED AT REEL: 67172 FRAME: 404. ASSIGNOR(S) HEREBY CONFIRMS THE ASSIGNMENT. Recorded Apr 23, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067308/0183 →
SECURITY INTEREST Recorded Apr 19, 2024
From: NEXTIVA, INC.; THRIO, INC.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS ADMINISTRATIVE AGENT
Reel/Frame 067172/0404 →
RELEASE OF SECURITY INTEREST Recorded Jan 9, 2024
From: MONTAGE CAPITAL II, L.P.
To: THRIO, INC.
Reel/Frame 066065/0553 →
SECURITY INTEREST Recorded Jul 25, 2023
From: THRIO, INC.
To: MONTAGE CAPITAL II, L.P.
Reel/Frame 064376/0590 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 29, 2021
From: ST-CYR, PIERRE; EZERZER, RAN
To: THRIO, INC.
Reel/Frame 057642/0668 →
Continuity (5)
Continuation 16941416 · Jul 28, 2020
Continuation 16600006 · Oct 11, 2019
Continuation 16192253 · Nov 15, 2018
Provisional Application 62587786 · Nov 17, 2017
Related Publication 20220021766A1 · Jan 20, 2022