# US 2026/0101002 A1 · Integration of a voice bot with crawler bot to automate and optimize a collections process using integrated programmatic and specialized guided and constrained artificial intelligence

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- Number: US 2026/0101002 A1
- Document ID: US20260101002A1
- Status: Published application
- Kind: A1
- Application number: 19/352,318
- Filed: 2025-10-07
- Published: 2026-04-09
- Earliest claimed: 2024-10-07
- Assignees: Trilogy Enterprises, Inc.
- Applicants: Trilogy Enterprises, Inc.
- Inventors: Arthur Michel
- Web page: https://patentgrep.com/patent/US20260101002A1

## CPC

- H04M 3/493: Interactive information services, e.g. directory enquiries {; Arrangements therefor, e.g. interactive voice response [IVR] systems or voice portals}
- G06F 40/205: Parsing
- G06F 40/30: Semantic analysis
- G06F 40/35: Discourse or dialogue representation
- G10L 15/08: Speech classification or search
- G10L 15/26: Speech to text systems (G10L15/08 takes precedence)
- H04L 51/02: using automatic reactions or user delegation, e.g. automatic replies or chatbot-generated messages
- H04L 51/066: Format adaptation, e.g. format conversion or compression
- H04M 3/5158: {in combination with automated outdialling systems (devices for signalling identity of wanted subscriber H04M1/26)}
- G10L 2015/088: {Word spotting}
- H04M 2201/40: using speech recognition
- H04M: TELEPHONIC COMMUNICATION (circuits for controlling other apparatus via a telephone cable and not involving telephone switching apparatus G08)
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- 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 method and system for guiding an Artificial Intelligence (AI) engine to process call responses in a collection process. Typically, a crawler bot is utilized to fetch customer details such as contact numbers to initiate calls using voice module. The call responses, which can include human voice, Interactive Voice Response (IVR) system responses, recorded messages, or silence, are then received and processed. The voice-to-text converter is used to convert call responses into text. The converted response is classified using the AI engine. The categorized responses are used to generate appropriate follow-up actions, which are converted into voice scripts for subsequent follow-up calls in collection process.

## Claims

### Claim 1

A method for guiding an Artificial Intelligence (AI) engine to process call responses in a collection process comprising:
executing codes using one or more processors of a computer system to cause the computer system to perform operations comprising:
utilizing a database via a crawler bot to fetch customer details, wherein the database includes contact numbers of customers;
using a voice module of an accounting system to initiate a call on the contact numbers of customers received from the database and records the call response;
receiving the call response from the call made by the voice module, wherein the call response is response from contacted numbers, including human voice, Interactive Voice Response (IVR) system, recorded message, or silence;
processing the received call response using a voice-to-text converter to convert the call response into a text response;
utilizing the AI engine to classify the call response based on the text response into categories in the database to recognize specific speech patterns and keywords to identify the nature of the call response, wherein categories include human voices, IVR system, leave a message, press buttons, just wait, call failed, no answer;
generating a prompt via a prompt generator to guide the AI engine in utilizing the categorized call response to generate appropriate follow-up actions;
using the voice-to-text converter to convert the follow-up action into a voice script; and
using the voice script by the voice module for a follow-up call for a real-time collection process based on the follow-up actions.

### Claim 2 (depends on 1)

The method of claim 1 wherein identifying based on the initial response whether the call is answered by human voice, Interactive Voice Response (IVR) system, recorded message, or silence to utilize the AI engine to generate corresponding follow-up actions for each call response.

### Claim 3 (depends on 1)

The method of claim 1 wherein utilizing a NetSuite API by the accounting system for managing the database.

### Claim 4 (depends on 1)

The method of claim 1 further comprising:
utilizing via the AI engine a plurality of algorithms for the call response categorization, voice recognition, and natural language processing to classify call responses and generate appropriate follow-up actions.

### Claim 5 (depends on 1)

The method of claim 1 wherein training of the AI engine involves the iterative adjustment of parameters to improve the accuracy of classifying call responses and reduce false positives or negatives.

### Claim 6 (depends on 1)

The method of claim 1 wherein the voice-to-text converter is configured to utilize a voice recognition model to allow the AI engine to classify and differentiate between human voices and recorded messages for categorizing the call responses.

### Claim 7 (depends on 1)

The method of claim 1 wherein when the voice module detects the IVR system, the voice module can automatically navigate the IVR menu using predetermined inputs to reach the appropriate department for the collection process.

### Claim 8

A system for guiding an Artificial Intelligence (AI) engine to process call responses in a collection process comprising:
one or more processors of a computer system;
a memory, coupled to the one or more processors, that stores code and execution of the code by the one or more processors causes the computer system to perform operations comprising:
executing codes using one or more processors of a computer system to cause the computer system to perform operations comprising:
utilizing a database via a crawler bot to fetch customer details, wherein the database includes contact numbers of customers;
using a voice module of an accounting system to initiate a call on the contact numbers of customers received from the database and records the call response;
receiving the call response from the call made by the voice module, wherein the call response are responses from contacted numbers, including human voice, Interactive Voice Response (IVR) system, recorded message, or silence;
processing the received call response using a voice-to-text converter to convert the call response into a text response;
utilizing the AI engine to classify the call response based on the text response into categories in the database to recognize specific speech patterns and keywords to identify the nature of the call response, wherein categories include human voices, IVR system, leave a message, press buttons, just wait, call failed, no answer;
generating a prompt via a prompt generator to guide the AI engine in utilizing the categorized call response to generate appropriate follow-up actions;
using the voice-to-text converter to convert the follow-up action into a voice script; and
using the voice script by the voice module for a follow-up call for a real-time collection process based on the follow-up actions.

### Claim 9 (depends on 1)

The system of claim 1 wherein identifying based on the initial response whether the call is answered by human voice, Interactive Voice Response (IVR) system, recorded message, or silence to utilize the AI engine to generate corresponding follow-up actions for each call response.

### Claim 10 (depends on 1)

The system of claim 1 wherein utilizing a NetSuite API by the accounting system for managing the database.

### Claim 11 (depends on 1)

The system of claim 1 further comprising:
utilizing via the AI engine a plurality of algorithms for the call response categorization, voice recognition, and natural language processing to classify call responses and generate appropriate follow-up actions.

### Claim 12 (depends on 1)

The system of claim 1 wherein training of the AI engine involves the iterative adjustment of parameters to improve the accuracy of classifying call responses and reduce false positives or negatives.

### Claim 13 (depends on 1)

The system of claim 1 wherein the voice-to-text converter is configured to utilize a voice recognition model to allow the AI engine to classify and differentiate between human voices and recorded messages for categorizing the call responses.

### Claim 14 (depends on 1)

The system of claim 1 wherein when the voice module detects the IVR system, the voice module can automatically navigate the IVR menu using predetermined inputs to reach the appropriate department for the collection process.
