Patent №
US 9,942,397
Granted
2018-04-10
Filed 2017
Owner
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
Lab
—
AI components
3
nlp · speech · planning
Assignment
Recorded
Dataset
AIPD
2023_r1 edition
Application
15436413
Methods and systems described in this disclosure allow customers to personalize their phone experience when calling into an organization. In some embodiments, customers who may benefit from this service are identified based on the content of the customer's previous or current phone calls to the organization. The identified customers may be invited to enroll and to provide preferences for a customized Interactive Voice Response experience. In some embodiments, the customer can elect to hear the balances of one or more of his accounts without going through a phone menu or asking a representative to look up the relevant amounts. Once enrolled, when the customer dials into the organization and upon successful authentication, the organization proactively states the customer's account balances with no further customer request.
AI classification
Ownership
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA)
assignment · 448470780
Assignors
GARCIA, PATRICIO H., SEGOVIA, AMANDA JEAN, CASTILLO, HECTOR J., RUBIO, JANEEN, KOROM, ROBERT CRAIG, MCDONALD, ROY DAVID
On an employer assignment, the assignors are typically the inventors.