METHOD AND SYSTEM FOR MANAGING MEMBERSHIP OF COMMUNICATION CHANNELS ASSOCIATED WITH PROJECTS OF AN ENTERPRISE ENTITY

Patent №

US 11,386,433

Granted

2022-07-12

Filed 2017

Owner

CLARI INC.

Lab

AI components

1

planning

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

15462314

According to one embodiment, a customer relationship management (CRM) system is queried to obtain a list of projects that are associated with a particular user. A subset of the projects is selected from the list. Each of the projects in the subset includes an attribute that has been set to a predetermined attribute value or attribute state by the user (e.g., flagged, starred, a checkbox). For each of the projects in the subset, a communication channel (e.g., an instant messaging or IM system, an email group, a group chat, a social network community) associated with the project is identified. It is determined whether the user is already a member of the communication channel. If the user is not a member of the communication channel, the user is automatically added to the communication channel without user intervention from the user.

PlanningG06Q 10/063118G06Q 10/06G06Q 10/06311G06Q 10/063112G06Q 10/063114G06Q 10/06316G06Q 10/10H04L 51/046+4 more

AI classification

Planning1.00
Knowledge representation0.25
Natural language0.22
AI hardware0.19
Evolutionary computation0.02
Vision0.00
Machine learning0.00
Speech0.00

Ownership

CLARI INC.

assignment · 416210979

Assignors

PONNUSAMY, RAJKUMAR, BAO, DAVID

On an employer assignment, the assignors are typically the inventors.

From the same owner

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