SYSTEMS AND METHODS FOR AN INTERACTIVE CUSTOMER INTERFACE UTILIZING CUSTOMER DEVICE CONTEXT
Patent №
US 11,853,933
Granted
2023-12-26
Filed 2020
Owner
WELLS FARGO BANK, N.A.
Lab
—
AI components
4
ml · speech · kr · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
16942582
Systems, methods, and apparatuses for completing an action requested by a customer are described herein. A requested action is received from the customer. A customer task for completion of the requested action to be performed by the customer is identified. An interaction board is generated that is accessible by the customer and accessible an employee associated with a provider. The interaction board is displayable via a graphical user interface and includes the customer task. An indication is received from the customer that the customer task has been completed prior to a customer interaction. The interaction board is updated to indicate that the customer task has been completed prior to the customer interaction. Information associated with the requested action is received from a customer device during the customer interaction. The interaction board is updated to include the information received from the customer device during the customer interaction.
AI classification
Ownership
WELLS FARGO BANK, N.A.
assignment · 573580232
Assignors
COLES, NATHAN, GOETZ, DARREN M., MEYYAPPAN, UMA, MONTENEGRO, DENNIS, ROY, DEBARCHANA, PEREZ, STEVE
On an employer assignment, the assignors are typically the inventors.