People.ai, Inc.

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Stefan Hermanek

Oleg Rogynskyy

Jose Alberto Muniz Navarro

Dylan Halladay

Volodymyr Nykytiuk

Eric Jeske

Armine Seropyan

Andrii Cherednychenko

Andrey Kvachov

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 linking record objects between systems of record based on a comparison of object field-value pairs to a ground truth. A domain name may be identified from an electronic activity. It may be determined that the electronic activity does not match with any first record objects. A second record object including the domain name as a value may be identified. Object field-value pairs of the second record object may be identified. It may be determined that a third record object matches with the second record object. The electronic activity may be matched to the third second record object or a fourth record object. An association between the electronic activity and the third record object or the fourth record object may be stored.

Systems and methods for matching electronic activities with whitespace domains to record objects in a multi-tenant system

Systems and methods for matching electronic activities to record objects using feedback based match policies can include accessing a plurality of electronic activities and record objects. The systems and method can include identifying candidate record objects by applying a matching model. The systems and methods can include selecting a record object based on a match score. The systems and methods can include configuring the matching model in a first configuration responsive to a first feedback type or configuring the matching model in a second configuration responsive to a second feedback type.

Systems and methods for matching electronic activities to record objects using feedback based match policies

The present disclosure relates to assigning labels based on matching electronic activities to record objects. Electronic activities of one or more data source providers may be accessed. Each electronic activity may be matched with a record object of a system of record of the one or more data source providers. Record objects matching electronic activities may be identified. Values from object field-value pairs of the matching record objects may be extracted. Labels may be selected based on the extracted values. Associations between electronic activities and the selected labels may be stored.

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San Francisco, CA, United States of America

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