AI-based system and method for enrolling a user using audio interaction

    公开(公告)号:US12086889B2

    公开(公告)日:2024-09-10

    申请号:US18605797

    申请日:2024-03-14

    Applicant: PATTY, LLC

    CPC classification number: G06Q40/08 G06F3/167 G06F40/30

    Abstract: Enrollment of a user using an agent offering insurance products. Audio is received and interpreted with artificial intelligence, and audio responses are generated based on a set of user-specific parameters. Interpreting the audio includes determining at least one vector in multi-dimensional space representing sentiment and tone of the audio from the user interface. Generating the audio responses includes providing user prompting for information relating to underwriter requirements for one or more insurance, or benefits products and services for purchase, and determining eligibility of the user for the one or more products and services based on predefined underwriting requirements having been received from a source of underwriting requirements, and providing relevant one or more insurance, or benefits products and services to be presented via the user interface which are based on the eligibility. The user-specific parameters may be adjusted in response to the at least one vector in multi-dimensional space.

    AI-BASED SYSTEM AND METHOD FOR ENROLLING A USER USING AUDIO INTERACTION

    公开(公告)号:US20240221087A1

    公开(公告)日:2024-07-04

    申请号:US18605797

    申请日:2024-03-14

    Applicant: PATTY, LLC

    CPC classification number: G06Q40/08 G06F3/167 G06F40/30

    Abstract: Enrollment of a user using an agent offering insurance products. Audio is received and interpreted with artificial intelligence, and audio responses are generated based on a set of user-specific parameters. Interpreting the audio includes determining at least one vector in multi-dimensional space representing sentiment and tone of the audio from the user interface. Generating the audio responses includes providing user prompting for information relating to underwriter requirements for one or more insurance, or benefits products and services for purchase, and determining eligibility of the user for the one or more products and services based on predefined underwriting requirements having been received from a source of underwriting requirements, and providing relevant one or more insurance, or benefits products and services to be presented via the user interface which are based on the eligibility. The user-specific parameters may be adjusted in response to the at least one vector in multi-dimensional space.

    AI-BASED SYSTEM AND METHOD FOR TRANSFERRING A USER TO A LIVE AGENT

    公开(公告)号:US20240428343A1

    公开(公告)日:2024-12-26

    申请号:US18828537

    申请日:2024-09-09

    Applicant: PATTY, LLC

    Abstract: Autonomous solution for connecting a user to a live agent. Language input is received from the user during a communication session. The input is interpreted using artificial intelligence, and language responses are generated based on user-specific parameters. The available human agents are scanned to find one that offers the relevant products or services. A transfer to that agent is initiated during the session. The interpretation of the language input includes determining a vector in multi-dimensional space that represent the sentiment and tone of the input. The generation of language responses includes providing prompts for information about products or services that might interest the user and determining their applicability based on predefined criteria. Additionally, the user-specific parameters are adjusted in response to the vector in multi-dimensional space.

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