# US 10,482,516 B2 · Methods and systems for grouping and prioritization of customers for live support

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- Number: US 10,482,516 B2
- Document ID: US10482516B2
- Status: Granted
- Kind: B2
- Application number: 15/624,757
- Filed: 2017-06-16
- Published: 2017-10-05
- Granted: 2019-11-19
- Earliest claimed: 2014-11-18
- Assignees: Zoho Corporation Private Limited
- Applicants: Zoho Corporation Private Limited
- Inventors: Jeri John Prabhu Devageorge; Manikandan Vembu; Sudheer A. Grandhi
- Web page: https://patentgrep.com/patent/US10482516B2

## CPC

- G06Q 30/0613: {using intermediate agents}
- H04L 41/5067: Customer-centric QoS measurements
- H04L 67/02: based on web technology, e.g. hypertext transfer protocol [HTTP]
- H04L 67/306: User profiles
- H04W 4/21: for social networking applications
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)
- H04W: WIRELESS COMMUNICATION NETWORKS (broadcast communication H04H; communication systems using wireless links for non-selective communication, e.g. wireless extensions H04M1/72)

## Abstract

A networked communication system allows a vendor that maintains a website to prioritize, select, and establish human-assisted interaction with customers interacting with the website or navigating a brick-and-mortar store. The system maintains databases populated with customer-specific data, including experiential information that reflects past and current customer activity. The vendor's human help agents are provided with intuitive interfaces that rank customers using agent-specific ranking rules applied to user data and experiential information. The databases are updated responsive to user activity. Agents can manage ranking rules to optimize their performance in responding to customers and thus improve customer experience.

## Claims

### Claim 1

A method for prioritizing customers to qualify for support, the method comprising:
Maintaining a user database listing of at least a subset of the customers;
Obtaining experiential information about the customers during customer access of a physical store;
Ranking the customers responsive to the experiential information, the ranking collecting the customers in priority groups;
Rendering a first view of the ranking, the first view depicting a priority of the customers along plural dimensions, the rendering of the first view comprising depicting visual representations of the priority groups as separated from a reference location by a respective distance and depicting visual representations of the customers in a given one of the priority groups at different angles with respect to the reference location;
Conveying the first view to a user interface;
Receiving a trigger indicative of activity of one of the customers; and
Updating the user database responsive to the trigger.

### Claim 2 (depends on 1)

The method of claim 1, further comprising updating the ranking of the one of the customers and rendering a second view of the updated ranking responsive to the trigger, the second view depicting the updated ranking with the one of the customers moved between ones of the priority groups.

### Claim 3 (depends on 1)

The method of claim 1, wherein the angles are a function of customer-access time and customer location.

### Claim 4 (depends on 1)

The method of claim 1, further comprising updating the ranking based on data in the user database.

### Claim 5 (depends on 1)

The method of claim 1, wherein the activity of the one of the customers comprises physically shopping in the physical store at a geographical location.

### Claim 6 (depends on 5)

The method of claim 5, wherein the first view represents regions within the geographical location along a first of the dimensions.

### Claim 7 (depends on 6)

The method of claim 6, wherein the first view represents a duration of the one of the customers in at least one of the regions along a second of the dimensions.

### Claim 8 (depends on 1)

The method of claim 1, wherein the activity of the one of the customers comprises interacting with a web page.

### Claim 9 (depends on 1)

The method of claim 1, the rendering of the first view presenting the priority groups as nested shapes.

### Claim 10 (depends on 9)

The method of claim 9, wherein the shapes are concentric.

### Claim 11 (depends on 1)

The method of claim 1, wherein the trigger comprises a signal indicative of an email interaction by the one of the customers.

### Claim 12 (depends on 11)

The method of claim 11, wherein the signal indicative of the email interaction identifies a status of an email message to the one of the customers.

### Claim 13 (depends on 12)

The method of claim 12, further comprising updating the ranking of the one of the customers and rendering a second view of the updated ranking responsive to the status of the email message, the second view depicting the updated ranking with the one of the customers moved along at least one of the dimensions.

### Claim 14

A system for prioritizing customers to qualify for support, the system comprising:
At least one server having a user database listing at least a subset of the customers, and a ranking-rules database for ranking the customers, the at least one server configured to perform operations including:
Ranking the customers, including an active customer, responsive to ranking-rules in the ranking-rules database;
Rendering a first view of the customer ranking, the first view depicting a priority of the customers, including the active customer, along plural dimensions, wherein the first view collects the customers in priority groups, including depicting visual representations of the customers in a given one of the priority groups at different angles with respect to a reference location, and depicting the active customer in a first of the priority groups;
Obtaining experiential information about the active customer during website or e-mail access by the active customer;
Updating the ranking of the active customer responsive to the experiential information;
Conveying to a user interface a second view of the customer ranking depicting the active customer in a second of the priority groups, such that the second priority group is closer than the first priority group to the reference location in the first and second views; and
Updating the user database responsive to the experiential information about the active customer.

### Claim 15

A method for prioritizing customers to qualify for support, the method comprising:
Maintaining a user database listing at least a subset of the customers;
Obtaining experiential information about the customers during the customers' interactions with a website or e-mail;
Ranking the customers responsive to the experiential information, the ranking collecting the customers in priority groups;
Rendering a first view of the ranking, the first view depicting a priority of the customers along plural spatial dimensions and representing the priority as a vector from a reference location;
Conveying the first view to a user interface;
Receiving a trigger indicative of activity of one of the customers; and
Updating the user database responsive to the trigger.