IP Library Granted Patent US 11,765,270
Granted Patent B1
US 11,765,270 · App. 17/742,144 · Granted Sep 19, 2023

Methods for linking recommendations

Inventor: Guy R. Langley (San Antonio, TX)
Assignee: United Services Automobile Association (“USAA”)
H04M3/5191G06Q30/0281H04L65/4015H04L65/4053H04L67/131H04M3/5133H04M2203/357
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,765,270
App. No.
17/742,144
Granted
Sep 19, 2023
Kind
B1
Abstract

A computer-implemented method and system for enhancing interaction between a customer and a customer service representative of a company. D related to the customer is stored and received at a computer operated by the company, wherein the data can include a customer name, a customer address and a customer number. A telephonic interaction is preferably commenced between the customer and the customer service representative and a Web session is preferably commenced on a Web site for a client computer of the customer service representative. At least a part of the data is displayed on a workstation of the customer service representative as a first Web page, wherein the first Web page includes at least one selectable link to a second Web page. At least one selectable link is selected by the customer service representative to display the second Web page.

Claims (31)

1. A computer-implemented method for enhancing interaction between a customer and a customer service representative of a company comprising the steps of:

commencing a real-time electronic interaction between the customer and the customer service representative;

analyzing, in a computer processor, the real-time interaction between the customer and the customer service representative;

determining, by the computer processor, a predicted future action responsive to analyzing the real-time interaction between the customer and the customer service representative;

generating, by the computer processor, a conversation plan for the customer service representative responsive to the predicted future action and relating to the real-time electronic interaction between the customer and the customer service representative; and

displaying, by the computer processor, the conversation plan on a computer display accessible by the customer service representative, wherein at the instruction of the customer service representative, selected content from a second section of the display is moved to a first section of the display so as to be shared and viewable as web page content on a computer display accessible by the customer during the real-time interaction between the customer service representative and the customer.

2. The computer-implemented method as recited in claim 1 , further including receiving customer data related to the customer whereby at least a portion of the customer data is displayed on the computer display accessible by the customer service representative.

3. The computer-implemented method as recited in claim 1 , wherein the conversation plan includes weblinks associated with products offered by the company relating to the real-time interaction between the customer and the customer service representative.

4. The computer-implemented method as recited in claim 1 , further including updating, by the computer processor, the conversation plan based upon ongoing real- time interaction between the customer and the customer service representative.

5. The computer-implemented method as recited in claim 1 , wherein a portion of the computer display accessible by the customer service representative includes a scratch pad region operative to enable a customer service representative to enter information into the scratch pad region wherein the information entered in the scratch pad region is utilized by the computer processor for generating the conversation plan.

6. The computer-implemented method as recited in claim 1 , wherein the real-time electronic interaction between the customer and the customer service representative is telephonic interaction.

7. The computer-implemented method as recited in claim 1 , wherein content in the second section of the computer display is only accessible by the customer service representative.

8. The computer-implemented method as recited in claim 7 , wherein the content provided in the second section of the computer display accessible by the customer service representative includes data provided by the customer during the real-time interaction between the customer service representative and the customer.

9. The computer-implemented method of claim 7 , wherein the computer displays accessible by the customer service representative and the customer are coupled to one another via the Internet.

10. A computer system for enhancing interaction between a customer and a customer service representative of a company comprising:

memory storing data, applications and software modules; and

a processor connected to the memory and configured to:

commence a real-time electronic interaction between the customer and the customer service representative;

analyze the real-time interaction between the customer and the customer service representative;

determine a predicted future action responsive to analyzing the real-time interaction between the customer and the customer service representative;

generate a conversation plan for the customer service representative responsive to the predicted future action and relating to the real-time electronic interaction between the customer and the customer service representative; and

display the conversation plan on a computer display accessible by the customer service representative, wherein at the instruction of the customer service representative, selected content from a second section of the display is moved to a first section of the display so as to be shared and viewable as web page content on a computer display accessible by the customer during the real-time interaction between the customer service representative and the customer.

11. The computer system as recited in claim 10 , wherein the processor is further configured to receive customer data related to the customer whereby at least a portion of the customer data is displayed on the computer display accessible by the customer service representative.

12. The computer system as recited in claim 10 , wherein the conversation plan includes weblinks associated with products offered by the company relating to the real-time interaction between the customer and the customer service representative.

13. The computer system as recited in claim 10 , wherein the processor is further configured to update the conversation plan based upon ongoing real-time interaction between the customer and the customer service representative.

14. The computer system as recited in claim 10 , wherein a portion of the computer display accessible by the customer service representative includes a scratch pad region operative to enable a customer service representative to enter information into the scratch pad region wherein the information entered in the scratch pad region is utilized for generating the conversation plan.

15. The computer system as recited in claim 10 , wherein the real-time electronic interaction between the customer and the customer service representative is telephonic interaction.

16. The computer system as recited in claim 10 , wherein the processor is further configured to:

provide content in the second section that is only accessible by the customer service representative.

17. The computer system as recited in claim 16 , wherein the content provided in the second section of the computer display accessible by the customer service representative includes data provided by the customer during the real-time interaction between the customer service representative and the customer.

18. The computer system as recited in claim 17 , wherein the computer displays accessible by the customer service representative and the customer are coupled to one another via the Internet.

Continuity (7)
Continuation 17094399 · Nov 10, 2020
Continuation 16884988 · May 27, 2020
Continuation 16660434 · Oct 22, 2019
Continuation 16373142 · Apr 2, 2019
Continuation 16154998 · Oct 9, 2018
Continuation 14854559 · Sep 15, 2015
Provisional Application 62051722 · Sep 17, 2014
Cited By (3)
US 12,495,016 US 12,525,223 US 12,670,041