# US 2023/0274339 A1 · System and methods for rapid data transfer and checkout

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- Number: US 2023/0274339 A1
- Document ID: US20230274339A1
- Status: Published application
- Kind: A1
- Application number: 18/195,364
- Filed: 2023-05-09
- Published: 2023-08-31
- Earliest claimed: 2020-10-30
- Assignees: Capped Out Media
- Applicants: Capped Out Media
- Inventors: Waynard Schmidt
- Web page: https://patentgrep.com/patent/US20230274339A1

## CPC

- G06Q 30/0643: {graphically representing goods, e.g. 3D product representation}
- G06F 40/279: Recognition of textual entities
- G06F 40/30: Semantic analysis
- G06F 40/35: Discourse or dialogue representation
- G06F 40/56: Natural language generation
- G06N 3/04: Architecture, e.g. interconnection topology
- G06N 3/0464: Convolutional networks [CNN, ConvNet]
- G06N 3/09: Supervised learning
- G06Q 30/0281: {Customer communication at a business location, e.g. providing product or service information, consulting}
- G06Q 30/0631: {Recommending goods or services}
- G06Q 30/0633: {Managing shopping lists, e.g. compiling or processing purchase lists (shipping orders G06Q10/083; order filling G06Q10/087)}
- G06Q 30/0635: {replenishment orders; recurring orders}
- G06Q 30/0641: {utilising user interfaces specially adapted for shopping}
- G06N 3/044: Recurrent networks, e.g. Hopfield networks
- G06N 3/045: Combinations of networks
- G06N 3/08: Learning methods
- G06N 3/10: Interfaces, programming languages or software development kits, e.g. for simulating neural networks
- 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
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06N: COMPUTING ARRANGEMENTS BASED ON SPECIFIC COMPUTATIONAL MODELS

## Abstract

A transactional chat platform including a customer sub-system and customer interface, a client sub-system and client interface, and a server sub-system and database is provided. The sub-systems may be configured to transmit data between the customer sub-system and the client sub-system, between the client sub-system and the server sub-system, and between the customer sub-system and the server sub-system. The client sub-system may be configured to display an icon for a chat box corresponding to the chat widget on the client website, and upon receiving a selection of the chat box icon from the second set of input devices, display the chat box using the aesthetic interface attribute settings. A transaction may be initiated in response to customer communications via the chat box.

## Claims

### Claim 1

A transactional chat platform computer system comprising a processor, a computer-readable memory, a computer-readable storage device, and program instructions stored on the computer-readable storage device for execution by the processor via the computer-readable memory, the stored program instructions causing the processor to:
a. transmit, via a customer sub-system, a client sub-system, and a server sub-system, data between the customer sub-system and the client sub-system, between the client sub-system and the server sub-system, and between the customer sub-system and the server sub-system,
wherein the client sub-system is configured to interface with an artificial intelligence program to enable the artificial intelligence program to communicate with customers via a chat box, and
wherein the artificial intelligence program is additionally trained to perform image recognition processes on images of products submitted by the customers into the chat box and identify products from a product list that are similar to products recognized in the images;
b. operate and display, via the client sub-system, a client interface on a first computer, operate and display, via the customer sub-system, a customer interface on a second computer, and operate, via the server sub-system, a database on a third computer;
c. receive requests, via the client sub-system, from a business user using a first set of input devices, receive requests, via the customer sub-system, from a customer user using a second set of input devices, wherein the first computer is coupled to the first set of input devices and the second computer is coupled to the second set of input devices;
d. receive a request, via the client sub-system and the first set of input devices, to create a chat widget, a name designation attribute, a domain designation attribute, and product credentials, wherein the name and domain designation attributes are assigned to the chat widget, the domain designation attribute identifies a client website onto which the chat widget will operate, and the product credentials are associated with a list of products available for sale on the client website;
e. receive a request, via the client sub-system and the first set of input devices, to set the aesthetic interface attribute settings for the chat widget;
f. generate, via the client sub-system, embedded widget code, and receive, via the customer sub-system, the embedded widget code;
g. display, via the customer sub-system, an icon for the chat box corresponding to the chat widget on the client website, and upon receiving a selection of the chat box icon via the second set of input devices, display the chat box using the aesthetic interface attribute settings;
h. initiate, via the client sub-system, a transaction in response to customer communications via the chat box by identifying products from the product list based on keywords used by the customer and displaying those products as thumbnails in the chat box, receiving confirmation from the customer that the customer desires the products, and displaying a purchase prompt embedded interface entirely within graphical boundaries of the chat box, wherein the purchase prompt embedded interface comprises billing and mailing address fields to be completed by the customer;
i. categorize, via the client sub-system, customer communications received through the chat box as active, pending, or completed, wherein the active categorization is applied to ongoing communications in which the customer is communicated and being responded to, the pending categorization is applied to communications in which the customer is communicated but has not yet been responded to, and the completed categorization is applied to communications in which the customer has completed the transaction; and
j. limit, via the client sub-system, access to chat widget features based on a client payment plan,
wherein the chat widget features include a quantity of generated chat widgets, a maximum quantity limit of customers engaged with via one or more chat widgets, and the aesthetic interface attribute settings of each chat widget.

### Claim 2

(canceled)

### Claim 3 (depends on 1)

The transactional chat platform of claim 1, wherein the artificial intelligence program comprises a neural network trained using chat histories between customers and live operators of the chat box to identify customer product requests.

### Claim 4 (depends on 2)

The transactional chat platform of claim 2, wherein the training of the artificial intelligence program is supervised via hyperparameters assigned to the chat histories, the hyperparameters including whether a given chat history records a completed transaction.

### Claim 5 (depends on 1)

The transactional chat platform of claim 1, wherein the artificial intelligence program is instructed to recommend products to customers based on the detection of keywords used by the customer.

### Claim 6 (depends on 1)

The transactional chat platform of claim 1, wherein the artificial intelligence program is configured to undertake communications with the customer without requiring approval from a human operator.

### Claim 7 (depends on 1)

The transactional chat platform of claim 1, wherein the artificial intelligence program is configured to share automated communications intended for the customer with the human operator and only to transmit the communications if the human operator approves and not to transmit the communications if they are rejected by the human operator.

### Claim 8 (depends on 1)

The transactional chat platform of claim 1, wherein the artificial intelligence program is additionally trained based on the approvals and rejections of communications by the human operator.

### Claim 9 (depends on 1)

The transactional chat platform of claim 1, wherein the artificial intelligence program is trained to detect misspellings of keywords, and upon detecting a misspelling of a given keyword, ask the customer whether the given keyword was intended.

### Claim 10 (depends on 1)

The transactional chat platform of claim 1, wherein the stored program instructions further cause the processor to receive, via the client sub-system, a subscription request.

### Claim 11 (depends on 10)

The transactional chat platform of claim 10, wherein the stored program instructions further cause the processor to confirm, via the server sub-system, the subscription request based on billing information received via the client sub-system.

### Claim 11

A method of integrating purchase prompts into a chat box, comprising the step of providing a transactional chat platform comprising a set of processors configured to operate over a network and programmed to:
a. receive requests from a business user using a first set of input devices and a customer user using a second set of input devices;
b. interface with an artificial intelligence program to enable the artificial intelligence program to communicate with customers via the chat box,
wherein the artificial intelligence program is trained to perform image recognition processes on images of products submitted by the customers into the chat box and identify products from the product list that are similar to products recognized in the images;
c. receive a request via the first set of input devices to create a chat widget, a name designation attribute, a domain designation attribute, and product credentials, with the name and domain designation attributes assigned to the chat widget, the domain designation attribute identifying a client website onto which the chat widget will be operate, and the product credentials associated with a list of products available for sale on the client website;
d. receive a request via the first set of input devices to set aesthetic interface attribute settings for the chat widget;
e. generate an embedded widget code and incorporate into the client website;
f. display an icon for a chat box corresponding to the chat widget on the client website, and upon receiving a selection of the chat box icon via the second set of input devices, display the chat box using the aesthetic interface attribute settings;
g. initiate a transaction in response to customer communications via the chat box by identifying products from the product list based on keywords used by the customer user and displaying those products as thumbnails in the chat box, receiving confirmation from the customer that the customer desires the products, and displaying a purchase prompt embedded interface entirely within graphical boundaries of the chat box, the purchase prompt embedded interface comprising billing and mailing address fields to be completed by the customer user;
h. categorize customer communications received through the chat box as active, pending, or completed, with the active categorization applied to ongoing communications in which the customer user is communicated and being responded to, the pending categorization applied to communications in which the customer is communicated but has not yet been responded to, and the completed categorization applied to communications in which the customer has completed the transaction; and
i. limit access to chat widget features based on a client payment plan,
wherein the chat widget features include a quantity of generated chat widgets, a maximum quantity limit of customers engaged with via one or more chat widgets, and the aesthetic interface attribute settings of each chat widget.

### Claim 12 (depends on 11)

The method of claim 11, wherein the artificial intelligence program comprises a neural network trained using chat histories between customers and live operators of the chat box to identify customer product requests, the training supervised via hyperparameters assigned to the chat histories, the hyperparameters including whether a given chat history records a completed transaction.

### Claim 13 (depends on 11)

The method of claim 11, the artificial intelligence program instructed to recommend products to customers based on the detection of keywords used by the customer user.

### Claim 14 (depends on 11)

The method of claim 11, the artificial intelligence program configured to undertake communications with the customer without requiring approval from a human operator.

### Claim 15 (depends on 11)

The method of claim 11, the artificial intelligence program configured to share automated communications intended for the customer with the human operator and only to transmit the communications if the human operator approves and not to transmit the communications if they are rejected by the human operator.

### Claim 16 (depends on 11)

The method of claim 11, the artificial intelligence program configured additionally trained based on the approvals and rejections of communications by the human operator.

### Claim 17 (depends on 11)

The method of claim 11, the artificial intelligence program trained to detect misspellings of keywords, and upon detecting a misspelling of a given keyword, ask the customer whether the given keyword was intended.
