Hrb Innovations, Inc.

Vinayak Kamat

Roman Breslav

Jason Houseworth

Todd Alexander Michael

Method and media for an interface for a context-aware conversational assistant. A hybrid system is disclosed that can take advantage of both a human agent's facility at interacting with the user and an automated system's speed and accuracy at information retrieval to quickly and accurately provide the user with the needed information. In response to a user query, the conversational assistant determines one or more responses that may be relevant and presents them in the chat window to the agent. If the conversational assistant correctly interpreted the question, the agent can quickly respond to the query using the pregenerated response. Otherwise, the agent can edit a pregenerated response or compose a new response from scratch.

Context-aware conversational assistant

An electronic tax assistant for assisting a user in preparing for a tax return preparation process, wherein the electronic tax assistant performs the following steps: determine a trigger based upon a data input, wherein the trigger is indicative of a potential tax implication; determine a data request based at least in part on the data input, wherein at least one of the data input and the data request is associated with an external device; receive a response based upon the data request, wherein the response is indicative as to whether the trigger is indicative of an actual tax implication; and provide, upon determining the actual tax implication, information in indicative of the data input and the response to an external repository associated with a tax preparation system.

Intelligent data gathering

Method, system and media for a hybrid chat bot system that enables a user interface that can interact via simple text messages or rich chat bubbles with smart analytical data and provide a rich and efficient way for the user to respond. The hybrid chat bot system may also include a configurable scripting language for guiding the flow of the interview based on the information to be gathered, the user history with the system and the user's preferred method of interaction. The hybrid chat system may also include a way for a subject matter expert to seamlessly enter and exit the chat in the event of user difficulty to provide additional explanation or guidance, while retaining access to the rich chat bubbles with the associated variety of user interaction patterns.

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Overland Park, KS, United States of America

Vinayak Kamat