IP Library Granted Patent US 9,344,570
Granted Patent B2
US 9,344,570 · App. 14/088,360 · Granted May 17, 2016

Managing interactive communications campaigns with customer recovery

Inventors: Timothy R. Segall (Lexington, MA); Chris Bohlin (Bedford, MA)
Assignee: SOUNDBITE COMMUNICATIONS, INC.
H04M3/5191H04M3/5141H04M3/5158H04M2203/407
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Quick Facts
Patent No.
US 9,344,570
App. No.
14/088,360
Granted
May 17, 2016
Kind
B2
Abstract

A campaign strategy manager (CSM) component for a hosted communications campaign system allows users to define more granular and specific campaign strategies, including pass escalation for alternative channels (e.g., text and email) and/or based upon attempt results, contact attributes and response group data. The campaign strategy manager allows users to define pass strategies statically and dynamically, to manage lists across multiple campaigns, and to view results in real-time. A defined strategy is a static strategy created by a user for a particular campaign that, once created, typically is not modified. A dynamic strategy is one where, during the course of a day (e.g., as a sub-campaign is running), a user may alter the defined strategy, preferably just for that day (or portion thereof). The CSM may be used to implement a recovery strategy using a dialer pass.

Claims (31)

1. A system for managing communications campaigns, the system comprising:

a switch configured to receive a plurality of communications for routing to one or more communication devices;

a processor coupled to the switch; and

a memory coupled to the processor, wherein the memory stores instructions that, when executed by the processor, cause the processor to:

receive a campaign strategy comprising an ordered list identifying contact priorities for a plurality of devices associated with a target contact;

transmit a first signal to the switch for establishing a first connection between a device from among the devices associated with the target contact and a first contact center resource;

detect whether or not the first connection is successful; and

in response to detecting the first connection is not successful, transmit a second signal to the switch for establishing a second connection between the device associated with the target contact and a second contact center resource without any automated script interaction.

2. The system of claim 1 , wherein the device associated with the target contact comprises a first communication device and a second communication device, and a priority of the first communication device in the ordered list is higher than a priority of the second communication device in the ordered list.

3. The system of claim 2 , wherein the first contact center resource comprises an automated voice message, and the second contact center resource comprises an agent communication device.

4. The system of claim 2 , wherein the second signal comprises an instruction to establish the second connection between the second communication device and the contact center resource.

5. The system of claim 2 , wherein the instructions further cause the processor to receive a modification to the ordered list such that the priority of the second communication device is higher than the priority of the second communication device.

6. The system of claim 1 , wherein the first connection is in a voice communication channel.

7. The system of claim 1 , wherein the second connection is in a text-based communication channel.

8. The system of claim 1 , wherein the campaign strategy comprises an automatic voice message (AVM) pass, and a dialer pass by which a call recipient may be connected to an available agent immediately without any script interactions, and the instructions further cause the processor to execute the AVM pass and the dialer pass concurrently so that, upon a given occurrence in the AVM pass, a connection option associated with the dialer pass is executed.

9. The system of claim 1 , wherein the instructions further cause the processor to transmit information to a workstation associated with a campaign manager to display a graphical user interface for defining the ordered list.

10. The system of claim 1 , wherein the instructions further cause the processor to transmit information to a workstation associated with a campaign manager to display a graphical user interface for identifying the target contact.

11. A method for managing communications campaigns, the method comprising:

receiving, by a processor, a campaign strategy comprising an ordered list identifying contact priorities for a plurality of devices associated with a target contact;

transmitting, by the processor, a first signal to a switch for establishing a first connection between a device from among the devices associated with the target contact and a first contact center resource;

detecting, by the processor, whether or not the first connection is successful; and

in response to detecting the first connection is not successful, transmitting, by the processor, a second signal to the switch for establishing a second connection between the device associated with the target contact and a second contact center resource without any automated script interaction.

12. The method of claim 11 , wherein the device associated with the target contact comprises a first communication device and a second communication device, and a priority of the first communication device in the ordered list is higher than a priority of the second communication device in the ordered list.

13. The method of claim 12 , wherein the first contact center resource comprises an automated voice message, and the second contact center resource comprises an agent communication device.

14. The method of claim 12 , wherein the second signal comprises an instruction to establish the second connection between the second communication device and the contact center resource.

15. The method of claim 12 , wherein the instructions further cause the processor to receive a modification to the ordered list such that the priority of the second communication device is higher than the priority of the second communication device.

16. The method of claim 11 , wherein the first connection is in a voice communication channel.

17. The method of claim 11 , wherein the second connection is in a text-based communication channel.

18. The method of claim 11 , wherein the campaign strategy comprises an automatic voice message (AVM) pass, and a dialer pass by which a call recipient may be connected to an available agent immediately without any script interactions, and the method further comprises executing the AVM pass and the dialer pass concurrently so that, upon a given occurrence in the AVM pass, a connection option associated with the dialer pass is executed.

19. The method of claim 11 , further comprising transmitting, by the processor, information to a workstation associated with a campaign manager to display a graphical user interface for defining the ordered list.

20. The method of claim 11 , further comprising transmitting, by the processor, information to a workstation associated with a campaign manager to display a graphical user interface for identifying the target contact.

Assignments (4)
NOTICE OF SUCCESSION OF SECURITY INTERESTS AT REEL/FRAME 040815/0001 Recorded Feb 3, 2025
From: BANK OF AMERICA, N.A., AS RESIGNING AGENT
To: GOLDMAN SACHS BANK USA, AS SUCCESSOR AGENT
Reel/Frame 070498/0001 →
CHANGE OF NAME Recorded Jun 6, 2024
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
To: GENESYS CLOUD SERVICES, INC.
Reel/Frame 067644/0877 →
SECURITY AGREEMENT Recorded Dec 5, 2016
From: GENESYS TELECOMMUNICATIONS LABORATORIES, INC., AS GRANTOR; ECHOPASS CORPORATION; INTERACTIVE INTELLIGENCE GROUP, INC.; BAY BRIDGE DECISION TECHNOLOGIES, INC.
To: BANK OF AMERICA, N.A., AS COLLATERAL AGENT
Reel/Frame 040815/0001 →
MERGER Recorded Jun 15, 2016
From: SOUNDBITE COMMUNICATIONS, INC.
To: GENESYS TELECOMMUNICATIONS LABORATORIES, INC.
Reel/Frame 038923/0928 →
Continuity (3)
Continuation 13346860 · Jan 10, 2012
Provisional Application 61431468 · Jan 11, 2011
Related Publication 20140205080A1 · Jul 24, 2014