People.ai, Inc.

Other

John Wulf

Oleg Rogynskyy

Sathya Hariesh Prakash

Tetiana Lutsaievska

Yury Markovsky

Vardhman Jain

Yurii Brunets

Dylan Halladay

Brittney Hall

Rajit Kurien Joseph

Stefan Hermanek

Wei Hai

Devin Rice

Heorhiy Kozlov

The present disclosure relates to methods, systems, and storage media for detecting events based on updates to node profiles from electronic activities. Exemplary implementations may access an electronic activity transmitted or received via an electronic account associated with a data source provider; generate a plurality of activity field-value pairs; maintain a plurality of node profiles; identify a first state of a first node profile of the plurality of node profiles; update the first node profile using the electronic activity; identify a second state of the first node profile subsequent to updating the first node profile using the electronic activity; detect a state change of the first node profile based on the first state and the second state; determine that the state change satisfies an event condition; and store an association between the first node profile and an event type corresponding to the event condition.

Systems and methods for detecting events based on updates to node profiles from electronic activities

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 relates to restricting electronic activities from being linked with record objects. According to at least one aspect of the disclosure, a method can include accessing, by one or more processors, a plurality of electronic activities, accessing a plurality of record objects of one or more systems of record, identifying an electronic activity of the plurality of electronic activities to match to one or more record objects, determining a data source provider associated with providing access to the electronic activity, and identifying a system of record corresponding to the determined data source provider. The system of record can include a plurality of candidate record objects to which to match the electronic activity. The method can include restricting the electronic activity from being linked with the at least one record object.

Systems and methods for restricting electronic activities from being linked with record objects

The present disclosure relates to systems and methods for filtering electronic activities. Exemplary implementations may include ingesting a first electronic activity; identifying an associated entity; and selecting a first filtering model based on the entity, the first filtering model trained to indicate whether to restrict further processing of ingested electronic activities. The method may further include generating a plurality of structured data tags for the first electronic activity; applying the selected first filtering model to the plurality of structured data tags for the first electronic activity to determine whether the first electronic activity satisfies a first restriction condition; and responsive to the first electronic activity satisfying the first restriction condition, restricting the first electronic activity from further processing; or responsive to the first electronic activity not satisfying the first restriction condition, further processing, by the one or more processors, the first electronic activity.

Systems and methods for auto discovery of filters and processing electronic activities using the same

The present disclosure relates to methods, systems, and storage media for updating confidence scores of labels based on subsequent electronic activities. Exemplary embodiments may maintain a plurality of node profiles corresponding to a plurality of unique entities; access a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers; identify a first electronic activity to process; assign a tag to the first electronic activity based on the data included in the electronic activity; determine a confidence score of the tag based on the data included in the first electronic activity; identify a second electronic activity to process; and update the confidence score of the tag assigned to the first electronic activity responsive to parsing the second electronic activity.

Systems and methods for updating confidence scores of labels based on subsequent electronic activities

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.

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San Francisco, CA, United States of America

John Wulf