The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Jun. 08, 2021
Filed:
Feb. 12, 2019
Ingenius Software Inc., Kanata, CA;
Peter M. Hillier, Kanata, CA;
Richard J. Loen, Ottawa, CA;
Upland Software, Inc./Logiciels Upland Inc., Laval, CA;
Abstract
A conventional call center includes a contact center (CC) and a customer relationship manager (CRM). The CC receives a communication and handles the initial voice communication tasks, which enables the CC to route the call to an appropriate agent. The CRM includes a data repository for the organization, including all the information relating to each client and their interactions with the organization. The CRM may also include an interface software for displaying the information from the data repository relevant to the caller on the agent's screen, and for enabling data entry and removal. To eliminate the need for the CC, an improved CRM system provides initial voice communication tasks with an automated chat session to establish call context, solve initial problems, and then route the call to a human agent, if necessary, based on information garnered.