# US 12,184,591 B1 · Open conversation user interface

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- Number: US 12,184,591 B1
- Document ID: US12184591B1
- Status: Granted
- Kind: B1
- Application number: 18/422,860
- Filed: 2024-01-25
- Granted: 2024-12-31
- Earliest claimed: 2015-12-11
- Assignees: Uipco, LLC
- Applicants: United Services Automobile Association
- Inventors: Ian Smith; Jeremy Mark Fisher; Heather Hernandez
- Web page: https://patentgrep.com/patent/US12184591B1

## CPC

- G06F 3/0488: using a touch-screen or digitiser, e.g. input of commands through traced gestures
- 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 67/568: Storing data temporarily at an intermediate stage, e.g. caching
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- H04M 1/72436: for text messaging, e.g. short messaging services [SMS] or e-mails
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)
- H04M: TELEPHONIC COMMUNICATION (circuits for controlling other apparatus via a telephone cable and not involving telephone switching apparatus G08)

## Abstract

Disclosed are systems and methods for conducting an open conversation user interface and more particularly, to a channel-agnostic user interface experience which can utilize automated background intelligence to simplify the exchange between a software system or member service representative (MSR) and a member, and avoids the need for web-based free form inputs.

## Claims

### Claim 1

An automated method for providing a conversation interface on a client computing device when a client is interacting with a company application, comprising:
providing a conversation interface on the client computing device responsive to a conversation topic relating to the client's interaction with the company application;
inputting, by the client, information into the conversation interface responsive to a request for information in a series of conversational exchanges between the client and the company application;
enabling, via the conversation interface, the client to modify one or more prior conversational responses displayed in the conversation interface provided by the client associated with prior conversational exchanges made by the client;
determining, and displaying to a company representative, an inquiry to be made by the company representative with the client relating to the information inputted by the client associated with the series of conversational exchanges; and
inputting, by the client, information into the conversation interface responsive to the inquiry by the company representative thereby completing the client's information conversational exchange with the conversation interface.

### Claim 2 (depends on 1)

The method as recited in claim 1, wherein the conversational exchanges are between the client and automated response from the company application.

### Claim 3 (depends on 1)

The method as recited in claim 1, further including displaying the conversational response to the inquiry in the conversation interface on the client computing device.

### Claim 4 (depends on 1)

The method as recited in claim 1, wherein the inquiry to be made by the company representative is based on at least one prior client conversational exchange in the conversation interface and previously collected background data associated with a note entered by the company representative relating to the at least one prior client conversational exchange.

### Claim 5 (depends on 4)

The method as recited in claim 4, further including determining if further conversational exchanges between the company representative and the client are required.

### Claim 6 (depends on 5)

The method as recited in claim 5, further including determining a next inquiry to be made with the client which is based on at least one prior client conversational exchange in the conversation interface and the previously collected background data is conducted in an automated mode.

### Claim 7 (depends on 4)

The method as recited in claim 4, further comprising enabling modification by the client of a response to a conversational exchange between the company representative and the client which has been displayed on the graphical user interface.

### Claim 8 (depends on 4)

The method as recited in claim 4, wherein the previously collected background data includes indexed prior conversational exchanges between the client and the company representative.

### Claim 9 (depends on 4)

The method as recited in claim 4, wherein the previously collected background data includes information relating to prior chats, interactions or communications exchanged between the client and the company representative.

### Claim 10

A computer system for automatically providing a conversation interface on a client computing device when a client is interacting with a company application, comprising:
a memory for storing instructions coupled to a processor, wherein the processor upon execution of the instructions is configured to:
provide a conversation interface on the client computing device responsive to a conversation topic relating to the client's interaction with the company application;
enable input, by the client, of information into the conversation interface responsive to the request for information in the series of conversational exchanges between the client and the company application;
enable, via the conversation interface, the client to modify one or more prior conversational responses displayed in the conversation interface provided by the client associated with prior conversational exchanges made by the client;
determine, and display to a company representative, an inquiry to be made by the company representative with the client relating to the information inputted by the client associated with the series of conversational exchanges; and
enable input, by the client, information into the conversation interface responsive to the inquiry by the company representative thereby completing the client's information conversational exchange with the conversation interface.

### Claim 11 (depends on 10)

The computer system as recited in claim 10, wherein the conversational exchanges are between the client and automated response from the company application.

### Claim 12 (depends on 10)

The computer system as recited in claim 10, wherein the processor is further configured to display the conversational response to the inquiry in the conversation interface on the client computing device.

### Claim 13 (depends on 10)

The computer system as recited in claim 10, wherein the inquiry to be made by the company representative is based on at least one prior client conversational exchange in the conversation interface and previously collected background data associated with a note entered by the company representative relating to the at least one prior client conversational exchange.

### Claim 14 (depends on 13)

The computer system as recited in claim 13, wherein the processor is further configured to determine if further conversational exchanges between the company representative and the client are required.

### Claim 15 (depends on 14)

The computer system as recited in claim 14, wherein the processor is further configured to determine a next inquiry to be made with the client which is based on at least one prior client conversational exchange in the conversation interface and the previously collected background data is conducted in an automated mode.

### Claim 16 (depends on 13)

The computer system as recited in claim 13, wherein the processor is further configured to enable modification by the client of a response to a conversational exchange between the company representative and the client which has been displayed on the graphical user interface.

### Claim 17 (depends on 13)

The computer system as recited in claim 13, wherein the previously collected background data includes indexed prior conversational exchanges between the client and the company representative.

### Claim 18 (depends on 13)

The computer system as recited in claim 13, wherein the previously collected background data includes information relating to prior chats, interactions or communications exchanged between the client and the company representative, the company representative.
