Systems and methods for determining a preferred communication channel based on determining a status of a node profile using electronic activities

Patent metadata

Field	Value
Publication number	US-10649998-B2
Application number	US-201916420052-A
Country	US
Kind code	B2
Filing date	May 22, 2019
Priority date	May 24, 2018
Publication date	May 12, 2020
Grant date	May 12, 2020

Abstract

Systems and methods for determining a preferred communication channel can be based on determining a status of a node profile using electronic activities. The system and methods can include accessing a plurality of electronic activities and maintaining a plurality of node profiles. The system and methods can include identifying a node profile and generating a communication mode schedule. The systems and methods can include transmitting a notification to a device via a communication selected using the communication mode schedule.

First claim

What is claimed is:

1. A method comprising:
accessing, by one or more processors, data of a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers;
maintaining, by the one or more processors, a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs;
identifying, by the one or more processors, for a node profile of the plurality of node profiles, a subset of the plurality of electronic activities transmitted or received by the electronic accounts;
identifying, by the one or more processors, for each electronic activity of the subset of the plurality of electronic activities, a type of electronic activity and a respective timestamp corresponding to the electronic activity, wherein the type of electronic activity includes an email type or a calendar event type;
generating, by the one or more processors, for the node profile of the plurality of node profiles, a communication mode schedule identifying a plurality of communication modes over which to communicate with a first entity corresponding to the node profile at one or more time periods based on the respective timestamp and the type of each electronic activity of the subset of the plurality of electronic activities;
selecting, by the one or more processors, responsive to detecting a condition to transmit a first notification, a first communication mode from the plurality of communication modes based on a time associated with transmission of the first notification and the generated communication mode schedule; and
transmitting, by the one or more processors, the first notification to a first device of the first entity via the first communication mode.

2. The method of claim 1 , further comprising generating the first notification, the first notification identifying an action to be performed and a recipient related to the action.

3. The method of claim 2 , further comprising:
determining, for the recipient, a second communication mode schedule of the recipient based on electronic activities linked with a second node profile;
identifying, by the one or more processors, for a time period, a second communication mode via which to communicate with the recipient;
selecting, by the one or more processors, an electronic activity type of the electronic activity based on the second communication mode; and
identifying the electronic activity type in the first notification.

4. The method of claim 1 , wherein generating the communication mode schedule comprises:
generating, by the one or more processors, an availability schedule of the node profile based on the subset of the plurality of electronic activities, the availability schedule indicating time frames that a user of the first device is available.

5. The method of claim 1 , wherein generating the communication mode schedule comprises:
determining, from the subset of the plurality of electronic activities, a response rate for each type of electronic activity; and
using the response rate to select the first communication mode via which to communicate.

6. The method of claim 1 further comprising selecting, from a plurality of devices including the first device, the first device to which to transmit the first notification based on the communication mode schedule of the node profile.

7. The method of claim 1 , further comprising:
identifying, by the one or more processors, a second node profile of a second entity;
identifying, by the one or more processors, a second plurality of electronic activities linked to the second node profile;
determining, by the one or more processors, for each electronic activity type of the second plurality of electronic activities, a response rate based on the second plurality of electronic activities; and
selecting, by the one or more processors, a second communication mode for transmission of a second notification to a second device based on the response rate of each electronic activity type of the second plurality of electronic activities.

8. The method of claim 1 , further comprising:
identifying, by the one or more processors and based on the node profile, a record object of a plurality of record objects of one or more systems of record, each of the plurality of record objects comprising one or more object fields having one or more object field value pairs;
determining, by the one or more processors, an action to perform to increase a completion score of the record object; and
selecting, by the one or more processors, the first communication mode based on the action to be performed to increase the completion score of the record object.

9. A system comprising:
one or more processors configured by machine-readable instructions to:
access data of a plurality of electronic activities transmitted or received via electronic accounts associated with one or more data source providers;
maintain a plurality of node profiles corresponding to a plurality of unique entities, each node profile of the plurality of node profiles including one or more node field-value pairs;
identify, for a node profile of the plurality of node profiles, a subset of the plurality of electronic activities transmitted or received by the electronic accounts;
identify, for each electronic activity of the subset of the plurality of electronic activities, a type of electronic activity and a respective timestamp corresponding to the electronic activity, wherein the type of electronic activity includes an email type or a calendar event type;

generate, for the node profile of the plurality of node profiles, a communication mode schedule identifying a plurality of communication modes over which to communicate with a first entity corresponding to the node profile at one or more time periods based on the respective timestamp and the type of each electronic activity of the subset of the plurality of electronic activities;
select, responsive to detecting a condition to transmit a first notification, a first communication mode from the plurality of communication modes based on a time associated with transmission of the first notification and the generated communication mode schedule; and
transmit the first notification to a first device of the first entity via the first communication mode.

10. The system of claim 9 , wherein the one or more processors are further configured by machine-readable instructions to:
generate the first notification, the first notification identifying an action to be performed and a recipient related to the action.

11. The system of claim 10 , wherein the one or more processors are further configured by machine-readable instructions to:
determine, for the recipient, a second communication mode schedule of the recipient based on electronic activities linked with a second node profile;
identify, for a time period, a second communication mode via which to communicate with the recipient;
select an electronic activity type of the electronic activity based on the second communication mode; and
identify the electronic activity type in the first notification.

12. The system of claim 9 , wherein the one or more processors are further configured by machine-readable instructions to:
generate an availability schedule of the node profile based on the subset of the plurality of electronic activities, the availability schedule indicating time frames that a user of the first device is available.

13. The system of claim 9 , wherein the one or more processors are further configured by machine-readable instructions to:
determine, from

Assignees

• People Ai Inc

Inventors

• Rogynskyy Oleg
• Flink David
• Xi Cathy
• Hai Wei
• Feenstra Cameron

Classifications

• G06N5/025

  Extracting rules from data · CPC title

• G06N5/022

  Knowledge engineering; Knowledge acquisition · CPC title

• G06N20/00

  Machine learning · CPC title

• G06Q10/10

  Office automation; Time management · CPC title

• G06F21/6218

  to a system of files or objects, e.g. local or distributed file system or database · CPC title