Technique for generating and accessing organized information through an information assistance service
First Claim
1. A method for providing an information assistance service facilitating entry of information to a server, comprising:
- receiving a voice call from a user, the voice call including a request for entry of information to the system, information being organized in records in the server, the records being associated with one or more folders, each record comprising a plurality of fields therein;
automatically deriving identity information concerning the user from call set-up signals associated with the voice call;
eliciting from the user verbal information for filling one or more fields of a record;
converting the verbal information to data corresponding thereto;
filling the one or more fields of the record with the data;
associating the user with a selected one of the folders based on the identity information; and
transmitting the record to the server, where the record is stored in association with the selected folder.
1 Assignment
0 Petitions
Accused Products
Abstract
An information assistance service is provided whereby a company can access records in a customer relationship management (CRM) system. The records may be organized in folders according to different groups in the company, e.g., a sales force of the company. To generate a record, a member of the group may call the information assistance service to input, through an operator or a voice server, various items of information, e.g., his/her name, subject information, an account name, sales lead information, notes/comments, etc. The voice information may be converted to textual data to fill various fields of the record. Records generated in this manner by one or more members of the group may be assembled in a group folder associated with the group. Records in the group folder may be accessed by members of the group through the information assistance service. A calling member who contacts the information assistance service to access the group folder may review the records therein and play selected records or portions thereof. The calling member may also request the information assistance service to sort the records according to a selected parameter, and/or to search for desired records based on one or more selected parameters.
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Citations
57 Claims
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1. A method for providing an information assistance service facilitating entry of information to a server, comprising:
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receiving a voice call from a user, the voice call including a request for entry of information to the system, information being organized in records in the server, the records being associated with one or more folders, each record comprising a plurality of fields therein;
automatically deriving identity information concerning the user from call set-up signals associated with the voice call;
eliciting from the user verbal information for filling one or more fields of a record;
converting the verbal information to data corresponding thereto;
filling the one or more fields of the record with the data;
associating the user with a selected one of the folders based on the identity information; and
transmitting the record to the server, where the record is stored in association with the selected folder. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11)
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12. A method for providing an information assistance service facilitating access to information maintained in a server, comprising:
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receiving a voice call from a user, the call including a request for accessing information in the server, information being organized in records in the server, the records being associated with one or more folders, each record including a plurality of fields therein;
automatically deriving identity information concerning the user from call set-up signals associated with the call;
associating the user with a selected one of the folders based on the identity information;
in response to the request, identifying one or more records associated with the selected folder based on content in at least one of the fields of the one or more records; and
verbally conveying data in the identified records to the user. - View Dependent Claims (13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29)
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30. A system for providing an information assistance service facilitating entry of information to a server, comprising:
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a first interface for receiving a voice call from a user, the voice call including a request for entry of information to the system, information being organized in records in the server, the records being associated with one or more folders, each record comprising a plurality of fields therein;
a processing unit programmed to automatically derive identity information concerning the user from call set-up signals associated with the voice call;
a mechanism for eliciting from the user verbal information for filling one or more fields of a record, the verbal information being converted to data corresponding thereto, the one or more fields of the record being filled with the data;
a processor programmed to associate the user with a selected one of the folders based on the identity information; and
a second interface for transmitting the record to the server, where the record is stored in association with the selected folder. - View Dependent Claims (31, 32, 33, 34, 35, 36, 37, 38, 39, 40)
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41. A system for providing an information assistance service facilitating access to information maintained in a server, comprising:
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an interface for receiving a voice call from a user, the call including a request for accessing information in the server, information being organized in records in the server, the records being associated with one or more folders, each record including a plurality of fields therein;
a processing unit programmed to automatically derive identity information concerning the user from call set-up signals associated with the call;
a processor programmed to associate the user with a selected one of the folders based on the identity information, in response to the request one or more records associated with the selected folder being identified based on content in at least one of the fields of the one or more records; and
a mechanism for verbally conveying data in the identified records to the user. - View Dependent Claims (42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52, 53, 54, 55, 56, 57)
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Specification