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.

Machine learningSpeechKnowledge representationPlanningG06Q 10/063114G06N 5/04G06N 20/00G06Q 10/06316G06Q 10/10G06Q 30/016G06Q 30/0185G06Q 40/02

AI classification

Planning1.00
Knowledge representation0.95
Speech0.83
Machine learning0.76
Natural language0.25
Evolutionary computation0.17
AI hardware0.04
Vision0.01

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.

From the same owner

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