- 专利标题: Inferring relationships between call information and CRM data objects
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申请号: US16548318申请日: 2019-08-22
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公开(公告)号: US11184482B2公开(公告)日: 2021-11-23
- 发明人: Rachel Tsao , Miguel Mota , Mario Carvalho
- 申请人: Talkdesk, Inc
- 申请人地址: US CA San Francisco
- 专利权人: Talkdesk, Inc
- 当前专利权人: Talkdesk, Inc
- 当前专利权人地址: US CA San Francisco
- 代理机构: Rimon PC
- 代理商 Marc Kaufman
- 主分类号: H04M3/51
- IPC分类号: H04M3/51 ; G06F3/0482 ; H04M3/22 ; G06N5/04 ; G06N20/00 ; G06Q30/00 ; H04M3/42 ; H04M7/00
摘要:
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.
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