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.

Date of Patent:
Nov. 07, 2023

Filed:

Oct. 30, 2020
Applicant:

Uipco, Llc, San Antonio, TX (US);

Inventors:

Rachel Elizabeth Csabi, Frisco, TX (US);

Hollie Ilene King, Frisco, TX (US);

Victor Kwak, Frisco, TX (US);

Zachery C. Lake, Aubrey, TX (US);

Yogen Rai, Plano, TX (US);

Samantha Elizabeth Taylor, Frisco, TX (US);

Nicholas C. Wheeler, The Colony, TX (US);

Assignee:
Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06Q 10/0639 (2023.01); G06Q 30/016 (2023.01); G06F 3/14 (2006.01); G06N 20/00 (2019.01); G06F 3/16 (2006.01); G06Q 10/107 (2023.01);
U.S. Cl.
CPC ...
G06Q 10/06398 (2013.01); G06F 3/14 (2013.01); G06F 3/16 (2013.01); G06N 20/00 (2019.01); G06Q 10/107 (2013.01); G06Q 30/016 (2013.01);
Abstract

A customer service system that includes a customer device associated with a customer, an agent device associated with an agent, and a monitoring system. The monitoring system includes a memory that stores instructions and a processor that executes the instructions. The instructions, when executed by the processor, cause the monitoring system to monitor a conversation between the customer device and the agent device to identify a context of the conversation. Moreover, the instructions cause the monitoring system to identify a disclosure notice based at least part on the context of the conversation, in which the disclosure notice comprises an indication of a disclosure to be read in light of the context of the conversation. Furthermore, the instructions cause the monitoring system to provide the disclosure notice to the agent, by rendering the disclosure notice in a graphical user interface (GUI) of the agent device, monitor and evaluate a disclosure provision of the disclosure notice from the agent to the customer, and provide disclosure provision feedback regarding evaluation of the disclosure provision to the agent.


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