People.ai, Inc.

Salesforce Com, Inc.

Rajit Kurien Joseph

Oleg Rogynskyy

Jose Alberto Muniz Navarro

Yurii Brunets

Vardhman Jain

Heorhiy Kozlov

Yury Markovsky

Stefan Hermanek

John Wulf

Dylan Halladay

Sathya Hariesh Prakash

Andrey Akselrod

Muhammad Faisal Rehman

Wei Hai

Devin Rice

Volodymyr Petrov

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 updating email addresses based on email generation patterns. The method includes accessing a plurality of electronic activities used to update a plurality of member node profiles. The method includes determining that the plurality of member node profiles is linked to a group node profile of a group entity. The methods includes identifying, for each of the plurality of member node profiles, a first field-value pair of the member node profile corresponding to an email address. The method includes determining, for each member node profile, a correlation between the email address, a second field-value pair corresponding to a first name and a third field-value pair corresponding to a last name. The method includes determining, based on the determined correlation, an electronic account identifier pattern. The method includes storing an association between the group node and the electronic account identifier pattern.

Systems and methods for updating email addresses based on email generation patterns

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 systems and methods for generating new node profiles using information from electronic activities. The system is configured to maintain node profiles corresponding to unique entities; access electronic activities transmitted or received via electronic accounts associated with data source providers; identify a first email address of a sender and second email addresses of respective recipients of an electronic activity; identify that the first email address matches a value of a field of a first node profile; link the electronic activity to the first node profile; determine that a second email address of a respective recipient of the electronic activity cannot be matched to any node profile associated with the respective participant; and generate, responsive to determining that the electronic activity cannot be matched to any node profile of the plurality of node profiles, a new node profile including the second email address of the respective recipient.

Systems and methods for generating node profiles using electronic activity information

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 is related to systems and methods of merging tenant shadow systems of record into a master system of record. First tenant record objects of a first tenant system of record can be accessed. A master record object for a master system of record can be generated using the corresponding first tenant record object. A second tenant record object of a second tenant system of record can be accessed. Whether the second tenant record object is to be merged into the corresponding master record object can be determined. When determined to merge, the second tenant record object can be merged into the corresponding master record object. When determined to not merge, a new master record can be generated.

Systems and methods for merging tenant shadow systems of record into a master system of record

The system described herein can automatically match, link, or otherwise associate electronic activities with one or more record objects. For an electronic activity that is eligible or qualifies to be matched with one or more record objects, the system can identify one or more set of rules or rule sets. Using the rule sets, the system can identify candidate record objects. The system can then rank the identified candidate record objects to select one or more record objects with which to associate the electronic activity. The system can then store an association between the electronic activity and the selected one or more record objects.

Systems and methods for matching electronic activities directly to record objects of systems of record with node profiles

The systems and methods relate to updating a system of record by selectively generating record objects for the system of record according to information generated by parsing the electronic activities according to specific matching rules and/or filtering rules. By selectively generating the record objects in the specific manners described herein, the systems and methods can provide for better determinations about whether to generate new record objects that match the information generated by parsing the electronic activities, or to update an existing record object.

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San Francisco, CA, United States of America

Rajit Kurien Joseph