# US 2014/0157137 A1 · System and Method for Interactively Delivering Expert Information to Remote Outlets

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- Number: US 2014/0157137 A1
- Document ID: US20140157137A1
- Status: Published application
- Kind: A1
- Application number: 14/172,478
- Filed: 2014-02-04
- Published: 2014-06-05
- Earliest claimed: 2004-12-17
- Assignees: Clairvista LLC
- Applicants: Clairvista LLC
- Inventors: Christopher Sang; Donald Christopher Woods
- Web page: https://patentgrep.com/patent/US20140157137A1

## CPC

- G06F 3/0484: for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
- G06Q 30/06: Buying, selling or leasing transactions
- G06Q 30/0623: {by investigating goods or services}
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 3/04847: Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
- G10L 13/00: Speech synthesis; Text to speech systems
- G10L 15/1815: {Semantic context, e.g. disambiguation of the recognition hypotheses based on word meaning}
- G10L 15/22: Procedures used during a speech recognition process, e.g. man-machine dialogue
- G10L 25/63: for estimating an emotional state
- H04L 51/02: using automatic reactions or user delegation, e.g. automatic replies or chatbot-generated messages
- H04L 51/04: Real-time or near real-time messaging, e.g. instant messaging [IM]
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- 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
- G10L: SPEECH ANALYSIS TECHNIQUES OR SPEECH SYNTHESIS; SPEECH RECOGNITION; SPEECH OR VOICE PROCESSING TECHNIQUES; SPEECH OR AUDIO CODING OR DECODING
- H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M)

## Abstract

A networked interactive expert system is disclosed for selectively providing relevant expertise when a user requires such assistance. System provides a set of networked facilities for determining an expertise needed by a customer based on a location. Such location can be either physical or logical. A physical “location” corresponds, for example, to a department within a retail outlet. Examples of logical “locations” are ones corresponding to a web-page, a product identification code of interest, a customer identification code, and/or explicit knowledge category selected by the customer. An expert studio, from a list of expert studios providing expertise corresponding to the identified location associated with the customer's request, is matched up with the request. Thereafter, a primary connection, supporting an interactive videoconference session, is established between a first networked node associated with the customer and a second networked node associated with the designated expert studio.

## Claims

### Claim 1

An interactive expert system for facilitating interactive sessions between customers and experts based upon particular expertise designations assigned to particular ones of the experts, the system comprising:
a set of interactive expert stations, each interactive expert station being associated with a current location;
a set of expert studios providing expertise in potentially many different categories, each expert studio including an associated expertise; and
an expert server for matching requests from the interactive expert stations to ones of the expert studios based upon a type of needed expertise, the expert server comprising:
mapping information associating, with regard to the set of interactive expert stations, a current location with a type of expertise provided by one or more of the set of expert studios;
a matching component for pairing a query from a requesting expert station of the set of interactive expert stations to an available expert studio of the set of expert studios based, at least in-part, upon the type of expertise associated with the current location of the requesting expert station, and thereafter initiating establishing a primary connection between the requesting expert station and the available expert studio.

### Claim 2 (depends on 1)

The system of claim 1 wherein the expert server further comprises:
a listing of currently available expert studios and associated expertise.

### Claim 3 (depends on 2)

The system of claim 2 wherein the listing of currently available expert studios and associated expertise comprises a set of expert queues arranged, at least in part, based upon expertise of expert studios placed within particular ones of the queues.

### Claim 4 (depends on 1)

The system of claim 1 wherein the associated current location corresponds to a physical location.

### Claim 5 (depends on 1)

The system of claim 1 wherein the associated current location corresponds to a logical location.

### Claim 6 (depends on 1)

The system of claim 1 wherein the expert studios comprise products in a simulated sales outlet environment corresponding to a particular type of expert station for which expertise is provided.

### Claim 7 (depends on 1)

The system of claim 1 wherein the matching component further refines a search for the available expert studio based upon additional properties provided for a particular customer that initiated the query from the requesting expert station.

### Claim 8 (depends on 1)

The system of claim 1 wherein the requesting expert station and the available expert studio include videoconference equipment.

### Claim 9 (depends on 1)

The system of claim 1 further comprising a centralized content store, and wherein the requesting expert station comprises a network interface supporting a secondary connection, distinct from the primary connection, for downloading shared content from a remote content store during an interactive expert session supported by the primary connection.

### Claim 10 (depends on 9)

The system of claim 9 wherein the requesting expert station includes a local content cache for storing shared content downloaded via the secondary connection, and wherein the local cache persists the downloaded shared content across multiple sessions.

### Claim 11

A method for establishing and supporting interactive sessions between customers and experts in an interactive expert system comprising a set of interactive expert stations, a set of expert studios providing expertise in potentially many different categories, and an expert server for assigning requests from the interactive expert stations to available ones of the set of expert studios based upon particular expertise designations of particular ones of the expert studios, the method comprising the steps:
associating each interactive expert station with a current location;
associating each expert studio with an expertise;
associating, with regard to the set of interactive expert stations, a current location and a type of expertise provided by one or more of the set of expert studios;
receiving, by the expert server, a query for expertise from a requesting expert station of the set of interactive expert stations, and in response performing the further steps of:
pairing the query to an available expert studio of the set of expert studios based, at least in-part, upon the type of expertise associated with the current location of the requesting expert station, and
initiating establishing a primary connection between the requesting expert station and the available expert studio.

### Claim 12 (depends on 11)

The method of claim 11 further comprising the step of:
maintaining, by the expert server, a listing of currently available expert studios and associated expertise.

### Claim 13 (depends on 12)

The method of claim 12 wherein the listing of currently available expert studios and associated expertise comprises a set of expert queues arranged, at least in part, based upon expertise of expert studios placed within particular ones of the queues.

### Claim 14 (depends on 11)

The method of claim 11 wherein the expert studios comprise products in a simulated sales outlet environment corresponding to a particular type of expert station for which expertise is provided.

### Claim 15 (depends on 1)

The system of claim 1 wherein the matching component further refines a search for the available expert studio based upon additional properties provided for a particular customer that initiated the query from the requesting expert station.

### Claim 16 (depends on 11)

The method of claim 11 wherein the requesting expert station and the available expert studio include videoconference equipment and wherein the primary connection supports a videoconference session between the requesting expert station and the available expert studio.

### Claim 17 (depends on 11)

The method of claim 11 further comprising:
maintaining a centralized content store; and
establishing a secondary connection, via a network interface on the requesting expert station, distinct from the primary connection, for downloading shared content from a remote content store during an interactive expert session supported by the primary connection.

### Claim 18 (depends on 9)

The method of claim 9 wherein the requesting expert station includes a local content cache, further comprising:
storing, within the local content cache, shared content downloaded via the secondary connection; and
persisting the downloaded shared content, within the local content cache, across multiple sessions.

### Claim 19

An interactive expert system for facilitating interactive sessions between customers and experts supporting on-demand downloading of shared content, the system comprising:
an interactive expert station;
an expert studio for providing live interactive expertise to the interactive expert station via a primary connection supporting a videoconference session between the interactive expert station and the expert studio;
a centralized content store including shared content available for download to the interactive expert station via a secondary connection, distinct from the primary connection, in accordance with a direction issued from the interactive expert station to the expert studio during the videoconference session.

### Claim 20 (depends on 19)

The system of claim 19 wherein the interactive expert station includes a local content cache for storing shared content downloaded via the secondary connection, and wherein the local cache persists the downloaded shared content across multiple sessions.
