Invention Publication
- Patent Title: AUTOMATED CHATBOT TRANSFER TO LIVE AGENT
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Application No.: US18347997Application Date: 2023-07-06
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Publication No.: US20230353675A1Publication Date: 2023-11-02
- Inventor: Kristin H. Deegan , Matthew G. Vanhouten , Uma Meyyappan , Jennifer Toby Whateley , Balinder Singh Mangat , Upul D. Hanwella , Kimarie Pike Matthews , Maria J. Latorre , Scott Edward Pitchford
- Applicant: Wells Fargo Bank, N.A.
- Applicant Address: US CA San Francisco
- Assignee: Wells Fargo Bank, N.A.
- Current Assignee: Wells Fargo Bank, N.A.
- Current Assignee Address: US CA San Francisco
- Main IPC: H04M3/51
- IPC: H04M3/51 ; H04L51/52 ; H04L51/04 ; H04L51/02 ; G06F40/295 ; G06F40/30

Abstract:
Disclosed are methods, systems, and machine-readable mediums which provide for customer chatbots that detect a customer handoff condition and in response, transferring the customer to a communication session with a live agent. The handoff condition may comprise an inability to understand the customer, an inability to answer the customer's question, expressions of frustration or anger on the part of the customer, a customer's express request to be transferred, or the like. The live agent may receive a complete history of the conversation with the chatbot so that the customer does not have to repeat him or herself to the live agent. The chatbot chat session may be linked to a social networking account of the customer and may take place in association with a social networking profile page of the company.
Public/Granted literature
- US12120269B2 Automated chatbot transfer to live agent Public/Granted day:2024-10-15
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