# US 11,121,987 B1 · Conversational support for user journey

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- Number: US 11,121,987 B1
- Document ID: US11121987B1
- Status: Granted
- Kind: B1
- Application number: 17/009,813
- Filed: 2020-09-02
- Granted: 2021-09-14
- Earliest claimed: 2019-09-03
- Assignees: Octane AI, Inc.
- Applicants: Octane AI, Inc.
- Inventors: Matt Schlicht; Megan Berry; Benjamin E. Parr; Leif K-Brooks
- Web page: https://patentgrep.com/patent/US11121987B1

## CPC

- H04L 51/02: using automatic reactions or user delegation, e.g. automatic replies or chatbot-generated messages
- H04L 51/216: Handling conversation history, e.g. grouping of messages in sessions or threads
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

Interacting with a user of an electronic device includes presenting information to the user on a screen of the electronic device, a first chatbot that corresponds to the information presented to the user engaging in a conversation with the user based on an agenda that is related to the information presented to the user, the first chatbot recommending an action to the user based at least in part on the conversation and on the agenda, and updating the agenda and presenting new information on the electronic device in response to an action performed by the user. The agenda may be customized for the user based on available information about the user. Information about the user may include information about user behavior, previous actions performed by the user, previous user conversations with chatbots, and/or user personal data. The first chatbot may answer questions by the user about the information.

## Claims

### Claim 1

A method of interacting with a user of an electronic device, comprising:
presenting information to the user on a screen of the electronic device;
a first chatbot that corresponds to the information presented to the user engaging in a conversation with the user based on an agenda that is related to the information presented to the user, the agenda being represented by an agenda graph having interconnected nodes containing goals associated with the information;
the first chatbot recommending at least one of a plurality of recommended actions to the user based at least in part on the conversation and on a first goal associated with a corresponding current node of the agenda graph; and
updating the agenda by traversing to a new node of the agenda graph and presenting new information on the electronic device in response to a performed action performed by the user, wherein the new information corresponds to a second goal associated with the new node of the agenda graph.

### Claim 2 (depends on 1)

The method, according to claim 1, wherein the agenda is customized for the user based on available information about the user.

### Claim 3 (depends on 2)

The method, according to claim 2, wherein information about the user includes information about at least one of: user behavior, previous actions performed by the user, previous user conversations with chatbots, and user personal data.

### Claim 4 (depends on 1)

The method, according to claim 1, wherein the first chatbot answers questions by the user about the information.

### Claim 5 (depends on 1)

The method, according to claim 1, wherein the goals include at least one of: product purchase, subscription to a website, subscription to a service, subscription to a newsletter, or writing a product review.

### Claim 6 (depends on 1)

The method, according to claim 1, wherein the first chatbot purposefully directs the conversation to motivate the user to accomplish the first goal.

### Claim 7 (depends on 1)

The method, according to claim 1, wherein the user performs at least one of the plurality of recommended actions recommended by the first chatbot.

### Claim 8 (depends on 1)

The method, according to claim 1, wherein the user performs an action that is different from at least one of a plurality of recommended actions recommended by the first chatbot.

### Claim 9 (depends on 1)

The method, according to claim 1, wherein a second chatbot that corresponds to the new information presented to the user engages in a new conversation with the user based on the updated agenda, the second chatbot being different from the first chatbot.

### Claim 10 (depends on 9)

The method, according to claim 9, wherein the action recommended by the first chatbot is designed to cause the user to engage with the second chatbot.

### Claim 11 (depends on 1)

The method, according to claim 1, wherein the electronic device is a mobile device.

### Claim 12 (depends on 1)

The method, according to claim 1, wherein the conversation with the first chatbot is provided through one of a plurality of conversational venues based on available conversational options for the user.

### Claim 13 (depends on 12)

The method, according to claim 12, wherein the conversional venues include: a messaging application, SMS communication, Web page based conversation, or a conversation using the electronic device.

### Claim 14 (depends on 1)

The method, according to claim 1, wherein the user suspends the conversation with the first chatbot.

### Claim 15 (depends on 14)

The method, according to claim 14, wherein in response to suspending the conversation with the first chatbot, the agenda is modified to include reminders for the user to resume the conversation.

### Claim 16 (depends on 15)

The method, according to claim 15, wherein the user resumes the suspended conversation and selects an action in response to at least one of the reminders.

### Claim 17 (depends on 1)

The method, according to claim 1, wherein the information presented to the user is one of: an advertising snippet or an educational snippet.

### Claim 18 (depends on 1)

The method, according to claim 1, wherein the agenda graph is modified by removing a node corresponding to the first goal prior to presenting the new information.

### Claim 19

Non-transitory computer readable media containing software that interacts with a user of an electronic device, the software comprising:
executable code that presents information to the user on a screen of the electronic device;
executable code that causes a first chatbot that corresponds to the information presented to the user to engage in a conversation with the user based on an agenda that is related to the information presented to the user, the agenda being represented by an agenda graph having interconnected nodes containing goals associated with the information;
executable code that causes the first chatbot to recommend at least one of a plurality of recommended actions to the user based at least in part on the conversation and on a first goal associated with a corresponding current node of the agenda graph; and
executable code that updates the agenda by traversing to a new node of the agenda graph and presents new information on the electronic device in response to a performed action performed by the user, wherein the new information corresponds to a second goal associated with the new node of the agenda graph.

### Claim 20 (depends on 19)

The non-transitory computer readable media, according to claim 19, wherein a second chatbot that corresponds to the new information presented to the user engages in a new conversation with the user based on the updated agenda, the second chatbot being different from the first chatbot.

### Claim 21 (depends on 19)

The non-transitory computer readable media, according to claim 19, wherein the agenda graph is modified by removing a node corresponding to the first goal prior to presenting the new information.
