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.
AI classification
Ownership
CLARI INC.
assignment · 416210979
Assignors
PONNUSAMY, RAJKUMAR, BAO, DAVID
On an employer assignment, the assignors are typically the inventors.