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:
Nov. 23, 2021
Filed:
Aug. 22, 2019
Applicant:
Talkdesk, Inc, San Francisco, CA (US);
Inventors:
Assignee:
Talkdesk, Inc., San Francisco, CA (US);
Attorneys:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
H04M 3/51 (2006.01); G06F 3/0482 (2013.01); H04M 3/22 (2006.01); G06N 5/04 (2006.01); G06N 20/00 (2019.01); G06Q 30/00 (2012.01); H04M 3/42 (2006.01); H04M 7/00 (2006.01);
U.S. Cl.
CPC ...
H04M 3/5183 (2013.01); G06F 3/0482 (2013.01); G06N 5/04 (2013.01); G06N 20/00 (2019.01); G06Q 30/016 (2013.01); H04M 3/2218 (2013.01); H04M 3/42042 (2013.01); H04M 3/42068 (2013.01); H04M 3/5133 (2013.01); H04M 7/0012 (2013.01); H04M 2201/42 (2013.01);
Abstract
A system uses intelligent logic to determine information from a communication and to infer relevant CRM objects that may be related the communication. The system further presents a user interface with the communication information and the related CRM objects to allow an agent to review, select, and relate the communication information to one or more CRM objects. Accordingly, the embodiments described herein improve the efficiency of communication management systems and CRM systems by providing an intelligent logic and unique user interface that greatly reduces the number of steps needed to relate communication information with a CRM object.