# US 2023/0410144 A1 · Methods and systems for automatic call routing with no caller intervention using anonymous online user behavior

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- Number: US 2023/0410144 A1
- Document ID: US20230410144A1
- Status: Published application
- Kind: A1
- Application number: 18/238,103
- Filed: 2023-08-25
- Published: 2023-12-21
- Earliest claimed: 2018-03-16
- Assignees: Advocado, Inc.
- Applicants: Advocado, Inc.
- Inventors: Jeffrey Linihan; Brian Handrigan
- Web page: https://patentgrep.com/patent/US20230410144A1

## CPC

- G06Q 30/0244: {Optimization}
- G06Q 30/0201: Market modelling; Market analysis; Collecting market data
- G06Q 30/0205: {based on location or geographical consideration}
- G06Q 30/0269: {based on user profile or attribute}
- G06Q 30/0277: {Online advertisement}
- 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

## Abstract

A call conversion tracking system is disclosed that tracks call-based communications initiated from invitational content. Based on the tracking, the call conversion tracking system generates data analytics quantifying the effectiveness of the invitational content's ability to trigger a voice call (e.g., a phone call) and/or other type of voice communication. The system correlates the voice communication data and sales-related data, and associates such data to interactions within the invitational content responsible for driving the call and sale.

## Claims

### Claim 1

A method for call conversion comprising:
embedding a phone number into online content during presentation of the online content at a computing device;
obtaining a plurality of user interactions of a user interacting with the online content;
determining a service need of the user based on the plurality of user interactions;
determining, in response to a voice call initiated by the user based on the phone number, an agent of a plurality of agents to assist the user based on the service need determined; and
routing the voice call initiated by the user to the determined agent.

### Claim 2 (depends on 1)

The method of claim 1, further comprising determining, based on the plurality of user interactions and voice communication data corresponding to the voice call initiated by the user, a particular user interaction of the plurality of user interactions that caused the user to initiate the voice call.

### Claim 3 (depends on 2)

The method of claim 2, wherein the particular user interaction is a user interaction of the plurality of user interactions that directly proceeded the voice call being initiated with respect to time.

### Claim 4 (depends on 1)

The method of claim 1, further comprising determining information that includes a plurality of correlations between the plurality of user interactions and a plurality of portions of voice communication data that corresponds to the voice call initiated by the user.

### Claim 5 (depends on 4)

The method of claim 4, further comprising obtaining geographic information associated with the computing device, wherein the information is determined based on the geographic information.

### Claim 6 (depends on 4)

The method of claim 4, wherein the online content is first online content, the method further comprising determining second online content based on the information determined.

### Claim 7 (depends on 6)

The method of claim 6, wherein the second online content includes modified first online content.

### Claim 8 (depends on 1)

The method of claim 1, wherein the phone number is associated with a particular portion of the online content.

### Claim 9 (depends on 1)

The method of claim 1, further comprising:
receiving a call volume metric from a call distribution system, the call volume metric measuring a quantity of agents of the plurality of agents that are available to receive a routed voice call; and
modifying an online campaign associated with the online content in response to the call volume metric failing to meet a predetermined threshold.

### Claim 10

A system for call conversion comprising:
a memory; and
a processor coupled to the memory, the processor configured to perform operations including:
embedding a phone number into online content during presentation of the online content at a computing device;
obtaining a plurality of user interactions of a user interacting with the online content;
determining a service need of the user based on the plurality of user interactions;
determining, in response to a voice call initiated by the user based on the phone number, an agent of a plurality of agents to assist the user based on the service need determined; and
routing the voice call initiated by the user to the determined agent.

### Claim 11 (depends on 10)

The system of claim 10, wherein the operations further include determining, based on the plurality of user interactions and voice communication data corresponding to the voice call initiated by the user, a particular user interaction of the plurality of user interactions that caused the user to initiate the voice call.

### Claim 12 (depends on 11)

The system of claim 11, wherein the particular user interaction is a user interaction of the plurality of user interactions that directly proceeded the voice call being initiated with respect to time.

### Claim 13 (depends on 10)

The system of claim 10, wherein the operations further include determining information that includes a plurality of correlations between the plurality of user interactions and a plurality of portions of voice communication data that corresponds to the voice call initiated by the user.

### Claim 14 (depends on 13)

The system of claim 13, wherein the operations further include obtaining geographic information associated with the computing device, and
wherein the information is determined based on the geographic information.

### Claim 15 (depends on 13)

The system of claim 13, wherein the online content is first online content, the method further comprising determining second online content based on the information determined.

### Claim 16 (depends on 15)

The system of claim 15, wherein the second online content includes modified first online content.

### Claim 17 (depends on 10)

The system of claim 10, wherein the phone number is associated with a particular portion of the online content.

### Claim 18 (depends on 10)

The system of claim 10, wherein the operations further include:
receiving a call volume metric from a call distribution system, the call volume metric measuring a quantity of agents of the plurality of agents that are available to receive a routed voice call; and
modifying an online campaign associated with the online content in response to the call volume metric failing to meet a predetermined threshold.

### Claim 19

A non-transitory, computer-readable medium storing instructions, which when executed by a processor, cause the processor to perform operations including:
embedding a phone number into online content during presentation of the online content at a computing device;
obtaining a plurality of user interactions of a user interacting with the online content;
determining a service need of the user based on the plurality of user interactions;
determining, in response to a voice call initiated by the user based on the phone number, an agent of a plurality of agents to assist the user based on the service need determined; and
routing the voice call initiated by the user to the determined agent.

### Claim 20 (depends on 19)

The non-transitory, computer-readable medium of claim 19, wherein the operations further include determining, based on the plurality of user interactions and voice communication data corresponding to the voice call initiated by the user, a particular user interaction of the plurality of user interactions that caused the user to initiate the voice call.
