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

Patent metadata

Field	Value
Publication number	US-2020372016-A1
Application number	US-202016882078-A
Country	US
Kind code	A1
Filing date	May 22, 2020
Priority date	May 22, 2019
Publication date	Nov 26, 2020
Grant date	—

Abstract

Systems and methods for providing content items can generate the content items based on impact scores associated with actions of the content items. The system and methods can include accessing, for an entity, a plurality of record objects linked with one or more electronic activities having the entity as a participant, each record object corresponding to an event to be completed; identifying, for each record object of the plurality of record objects, an action to perform to increase a completion score; determining, for each action, using the electronic activities linked with the record object and a current completion score of the record object, an impact score indicating an amount of change in the completion score of the record object corresponding to the action; and providing, for presentation to a device of the entity, a content item corresponding to the action based on the impact score.

First claim

What is claimed is:

1 . A method comprising:
accessing, by one or more processors, for an entity, a plurality of record objects linked with one or more electronic activities having the entity as a participant, each record object corresponding to an event to be completed; identifying, by the one or more processors, for each record object of the plurality of record objects, an action to perform to increase a completion score; determining, by the one or more processors, for each action, using the electronic activities linked with the record object and a current completion score of the record object, an impact score indicating an amount of change in the completion score of the record object corresponding to the action; and providing, by the one or more processors, for presentation to a device of the entity, a content item corresponding to the action based on the impact score.

2 . The method of claim 1 , further comprising:
determining, by the one or more processors, the impact score by determining a historical change in completion score of performing the action for a historical record object.

3 . The method of claim 1 , further comprising:
identifying, by the one or more processors for each record object, a plurality of actions including the action; determining, by the one or more processors, a plurality of impact scores for the plurality of actions; and selecting, by the one or more processors from the plurality of actions, a particular action of the plurality of actions to use for the content item based on the plurality of impact scores.

4 . The method of claim 1 , further comprising:
determining, by the one or more processors, the impact score based on a difference between a timestamp of a stage of the record object and a timestamp of performing the action for a historical record object.

5 . The method of claim 1 , further comprising:
determining, by the one or more processors, a time difference between performing the action for a historical record object and a timestamp of a stage of the historical record object; and providing, by the one or more processors, the content item based on the time difference.

6 . The method of claim 1 , further comprising:
identifying, by the one or processors, a stage of the record object; and determining, by the one or more processors, the current completion score based on the stage of the record object.

7 . The method of claim 1 , further comprising determining, by the one or more processors, the current completion score by parsing the one or more electronic activities.

8 . The method of claim 1 , wherein determining the impact score comprises determining, by the one or more processors, the impact score based on a type of a recipient of the action and a type of the action.

9 . The method of claim 1 , wherein each record object comprises a plurality of object field-value pairs including a stage field-value pair indicating a stage of the record object in a process, the event corresponding to the process.

10 . A method comprising:
maintaining, by one or more processors, for a node profile, a plurality of events to be used for generating content items, each event identified responsive to parsing one or more electronic activities or detecting an update to at least one i) a node profile maintained by the one or more processors or ii) a record object corresponding to one or more systems of record; generating, by the one or more processors and for each event, an actionable score indicating a likelihood that an entity corresponding to the node profile will perform an action identified in a content item that is generated based on the event and transmitted to a device of the entity; selecting, by the one or more processors, a first event of the plurality of events based on the actionable score of the first event; and transmitting, by the one or more processors, the content item to the device of the entity.

11 . The method of claim 10 , further comprising determining, by the one or more processors, the actionable score based on a category of the action.

12 . The method of claim 10 , further comprising determining, by the one or more processors, the actionable score based on actions previously performed by the entity.

13 . The method of claim 10 , further comprising determining, by the one or more processors, the actionable score based on a time of day of transmitting the content item.

14 . The method of claim 10 , further comprising:
parsing, by the one or more processors, a plurality of entity electronic activities transmitted by or received from the device of the entity to determine whether the action was performed; and updating, by the one or more processors, the actionable score based on determining whether the action was performed.

15 . The method of claim 10 , wherein the record object comprises a plurality of object field-value pairs including a stage field-value pair indicating a stage of the record object in a process, the event corresponding to the process.

16 . A method, comprising:
accessing, by one or more processors, a plurality of record objects of a system of record of a data source provider, each record object of the plurality of record objects corresponding to a group node profile, each record object comprising one or more object field-value pairs and linked to one or more electronic activities; identifying, by the one or more processors, a subset of record objects of the plurality of record objects associated with a group entity and having a first record object status; for each record object of the subset of record objects, identifying, by the one or more processors, a plurality of electronic activities linked to the record object, each electronic activity including a timestamp and identifying one or more participants; determining, by the one or more processors, for each of the plurality of electronic activities, a respective participant type for the one or more participants of the electronic activity using a node field-value pair corresponding to a member node profile for the one or more participants; and determining, by the one or more processors for the record object, a distribution of electronic activities for each participant type using the timestamps of the plurality of electronic activities; generating, by the one or more processors, a composite distribution of electronic activities using the distribution of electronic activities for each record object of the subset of record objects; and storing, by the one or more processors, in one or more data structures, an association of the composite distribution of electronic activities and the group node profile.

17 . The method of claim 16 , further comprising:
identifying, by the one or more processors, a second record object of the plurality of record objects having a second record object status; identifying, by the one or more processors, a plurality of second electronic activities linked to the second record object and including respective participants; generating, by the one or more processors, a second distribution of electronic activities for each participant type of the respective participants of the plurality of second electronic activities; comparing, by the one or more processors, the second distribution of electronic activities to the composite distribution of electronic activities; determining, by the one or more processors, a participant type for which to participate in electronic activities linked to the record object to progress the second record object in accordance with the composite distribution

Assignees

• People Ai Inc

Inventors

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

Classifications

• G06N5/022

  Knowledge engineering; Knowledge acquisition · CPC title

• G06N20/00

  Machine learning · CPC title

• G06Q10/0637

  Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals · CPC title

• G06Q10/10

  Office automation; Time management · CPC title

• G06Q10/107

  Computer-aided management of electronic mailing [e-mailing] · CPC title