People.ai, Inc.

Other

Dylan Halladay

Oleg Rogynskyy

Stefan Hermanek

Jose Alberto Muniz Navarro

Vardhman Jain

John Wulf

Brittney Hall

Yurii Brunets

Rajit Kurien Joseph

Ostap Korkuna

Heorhiy Kozlov

The system and methods described herein can classify electronic activities based on sender and recipient information. The system can determine a relationship between a sender of an electronic activity and at least one recipient of the electronic activity using a sender node profile and a recipient node profile. The system can assign a tag to the electronic activity based on the relationship between the sender and one or more recipients of the electronic activity. The system can process the electronic activity based on the assigned tag.

Systems and methods for classifying electronic activities based on sender and recipient information

The present disclosure relates to systems and methods for matching electronic activities with record objects based on entity relationships. The method can include accessing a plurality of electronic activities, identifying an electronic activity, identifying a first participant associated with a first entity and a second participant associated with a second entity, determining whether a record object identifier is included in the electronic activity, identifying a first record object of the system of record that includes an instance of the record object identifier, and storing an association between the electronic activity and the first record object. The method can include determining a second record object corresponding to the second entity, identifying, using a matching policy, a third record object linked to the second record object and identifying a third entity, and storing, by the one or more processors, an association between the electronic activity and the third record object.

Systems and methods for matching electronic activities with record objects based on entity relationships

The present disclosure relates to systems and methods for determining an engagement profile of a participant by associating electronic activities to a profile. It may generate the engagement profile based on analysis of the electronic activity level. An example implementation may contain the following steps. The system may access for a first record object a plurality of electronic activities linked with the first record object. The system may identify for a participant from the plurality of electronic activities a set of electronic activities including the participant. The system may determine an engagement profile of the participant based on a first number of electronic activities of the set of electronic activities sent by the participant, a second number of the set of electronic activities received by the participant and a temporal distribution of the set of electronic activities. The system may store the engagement profile in one or more data structures.

Systems and methods of generating an engagement profile

The present disclosure relates to for managing the generation or deletion of record objects based on electronic activities and communication policies. Data of a plurality of electronic activities from one or more electronic accounts of the entity may be identified. It may be determined whether the identified data satisfies a communication policy. The communication policy may include one or more rules based on the electronic activities. Instructions to generate a contact record object or instructions to delete an existing contact record for the entity may be transmitted based on the condition of the communication of the communication policy that is satisfied.

Systems and methods for managing the generation or deletion of record objects based on electronic activities and communication policies

The present disclosure is directed to systems and methods of maintaining confidence scores of entity associations derived from systems of record. The system can access a record objects of systems of record. The system can identify, from a record object corresponding to a first group entity, an account relationship data structure specifying a relationship. The system can identify a first group node profile corresponding to the first group entity. The system can identify, for each second group entity, a second group node profile. The system can detect a change in a relationship of the group entities in the account relationship data structure or from electronic activities. The system can determine, between the first and a second group node profile, a relationship type in the change. The system can update, in a node graph, an edge between a first and a second group node profile to indicate the relationship type.

Systems and methods for maintaining confidence scores of entity associations derived from systems of record

The present disclosure relates to systems and methods for filtering electronic activities. The method includes identifying an electronic activity. The method includes parsing the electronic activity to identify one or more electronic accounts in the electronic activity. The method includes determining, responsive to parsing the electronic activity, that the electronic activity is associated with an electronic account of the one or more electronic accounts. The method includes selecting, based on the electronic account, one or more filtering policies associated with the data source provider to apply to the electronic activity. The method includes determining, by applying the selected one or more filtering policies to the electronic activity, to restrict the electronic activity from further processing based on the electronic activity satisfying at least one of the selected one or more filtering policies. The method includes restricting, the electronic activity from further processing.

Systems and methods for filtering electronic activities by parsing current and historical electronic activities

The present disclosure relates to determining domain names of a group entity using electronic activities and systems of record. A method can include maintaining a plurality of node profiles including one or more node field-value pairs. Each node profile of the plurality of node profiles can identify a group entity. The method can include identifying a first domain name corresponding to the group entity. The method can include accessing a plurality of data points corresponding to a subset of the plurality of node profiles. The method can include updating each respective node profile of the subset to include a respective second electronic account identifier corresponding to the node profile. The method can include storing, in at least one first data structure, an association between the group entity, the first domain name, and a second domain name corresponding to the second electronic account identifiers.

Systems and methods for determining domain names of a group entity using electronic activities and systems of record

A method for managing information corresponding to electronic activities may include accessing a plurality of electronic activities transmitted or received via electronic accounts associated with a plurality of data source providers, maintaining a plurality of node profiles, updating the plurality of node profiles using the plurality of electronic activities, and identifying a node profile with which to link the electronic activity. The method further includes selecting, using an electronic activity management policy, an electronic activity management process of a plurality of electronic activity management processes based on i) at least one value of one or more predetermined field-value pairs of the node profile satisfying a location-based condition, or ii) a communication history between a first electronic account of the node profile and a second participant of the electronic activity. The method yet further includes managing information corresponding to the electronic activity in accordance with the selected electronic activity management process.

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San Francisco, CA, United States of America

Dylan Halladay