Teletech Holdings, Inc.

Anthony G Shrader

Bruce A Sharpe

William T Cumberland

A server receives a request from a user device of a user to contact an agent. In response to the request, a list of agents are identified by matching a user profile of the user with agent profiles of the agents. A workflow is generated based on the identified agents using a workflow template, the workflow including multiple workflow stages. A first communication session is established between the user device and a first agent device of a first agent associated with a first workflow stage. It is determined whether a first criteria associated with the first workflow stage has been satisfied based on the first communication session. In response to determining that the first criteria has been satisfied, a second communication session is established between the user device and a second agent device of a second agent associated with a second workflow stage.

Method for connecting a user with an agent based on workflow stages of a workflow dynamically created using a workflow template

A request is received for connecting a user with an agent, the request identifying a user interaction with content. A second server is accessed to determine a first score of the user representing a benefit the user has generated for a client that provides the content. A third server is accessed to determine a second score of the user representing overall burden to provide services to the user by the client based on an interaction history of the user with the client. A user value is dynamically determined based on the first score and the second score using a user value determination algorithm that is specifically configured for the client. A list of agent candidates is identified from a pool of agents based on the user value and the collection of real-time data. A first communication session is established between the user and one of the agent candidates.

Method for connecting users with agents based on user values dynamically determined according to a set of rules or algorithms

A communication session between a user and an agent to discuss content provided by a client. A first interactive event occurred during the communication session. A first data collection package associated with the first interactive event is identified. The first data collection package includes a plurality of queries, each query being associated with one of a plurality of workflow stages of a data collection workflow. For each of the queries in one of the workflow stages, a data collection rule corresponding to a current workflow stage is examined to determine whether the query should be sent to the user, the query is transmitted to the user device of the user based on the examination, and a user response is received from the user device in response to the query. The user profile and the agent profile are updated based on user responses.

Method for collecting data using a user interaction event-driven data collection system

A request is received from a user device to connect with an agent, the request including information describing an interactive event representing a user interaction with a link embedded within a first message presented at the user device. A user device ID identifying the user device is determined based on the request. The interactive event is examined to determine whether the interactive event satisfies a predetermined condition based on a set of one or more rules. In response to determining that the interactive event satisfies the predetermined condition, a first agent device ID is determined that identifies a first agent device of a first agent who initiated and sent the first message to the user device. A communication session is established between the user device and the first agent device based on the user device ID and the first agent device ID.

Growing community of inventors

Firestone, CO, United States of America

Anthony G Shrader