Technical support chain automation with guided self-help capability and option to escalate to live help

• US 6,615,240 B1
• Filed: 12/18/1998
• Issued: 09/02/2003
• Est. Priority Date: 12/18/1998
• Status: Expired due to Term

• Current Assignee: RPX Corporation
• Original Assignee: Motive Communications Incorporated
• Inventors: Sullivan, Francis X., Vetter, Brian Jay, Bereiter, Thomas William
• Primary Examiner(s): Jaroenchonwanit, Bunjob
• Application Number:
  US09/215,873
• Time in Patent Office: 1,719 Days
• Field of Search: 709/205, 709/204, 345/329, 345/330, 345/331, 345/336, 345/337, 345/338, 714/26, 714/30, 714/46, 714/47, 707/10, 706/46, 706/50, 706/60, 706/61
• US Class Current: 709/205
• CPC Class Codes: G06F 9/453 Help systems
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: H04L 67/02 based on web technology, e.g. hypertext transfer protocol [HTTP]
• CPC Class Codes: H04L 67/75 Indicating network or usage conditions on the user display
• CPC Class Codes: H04L 69/329 in the application layer [OSI layer 7]
• CPC Class Codes: H04L 9/40 Network security protocols

Abstract

A method for automated technical support in a computer network having a client machine, and at least one server from which live help is available. The method begins initiates a guided self-help session in response to entry by a user of a problem area and description. During the self-help session, the user is provided with an option to escalate to live help. If the user exercises that option, the system automatically provides a support engineer at the server with a data stream summarizing the self-help session. During the live help, the support engineer may then repeat a portion of the user'"'"'s self-help session, view information generated during that session, and/or execute certain actions with respect to the user'"'"'s machine, all from the engineer'"'"'s desktop.

Claims

1. A method for automated technical support in a computer network having a client computer system, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client computer system, initiating a guided self-help session;

executing a diagnostic map on the client computer system;

during the guided self-help session,

using a result of executing the diagnostic map to determine a selection to provide to the user, wherein the server determines the selection,

providing the selection to the user, and

providing the user with an option to escalate to live help;

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the guided self-help session.

2. The method as described in claim 1 wherein the data stream includes a search string and results returned from executing the search string.

3. The method as described in claim 2 wherein the search string is a system-supplied string generated in response to entry by the user of description of the problem.

4. The method as described in claim 1 further including the step of saving, in an incident record, information about the guided self-help session.

5. The method as described in claim 4 wherein the information includes results and data gathered by execution on the client computer system of the diagnostic map.

6. The method as described in claim 4 wherein the information includes any URLs selected by the user during the self-help session.

7. The method as described in claim 1 wherein the computer network is the Internet.

8. The method as described in claim 1 wherein the computer network is an intranet.

9. The method as described in claim 1 wherein the client machine includes a Web browser for displaying a Web page to the user during the guided self-help session.

10. The method as described in claim 1 further including the step of having the support engineer repeat a given portion of the guided self-help session from the support engineer'"'"'s desktop.

11. The method of claim 1, wherein the providing the option to escalate is at customizable points during the guided self-help session.

12. The method of claim 11, wherein when the user selects the option to escalate to live-help, information about the user'"'"'s self-service efforts is provided to the server automatically.

13. The method of claim 12, wherein the server provides the information about the user'"'"'s self-service efforts to the support engineer.

14. A method for automated technical support in a computer network having a client computer system, and at least one server from which live help is available from a support engineer, comprising:

in response to entry by a user of a description of a problem with the client computer system, initiating a guided self-help session;

executing a diagnostic map on the client computer system;

during the guided self-help session,

using a result of executing the diagnostic map to determine a selection to provide to the user, wherein the server determines the selection,

providing the selection to the user, and

providing the user with an option to escalate to live help;

if the user exercises the option to escalate to live help, initiating a live help session between the user and the support engineer; and

during the live help session, enabling the support engineer to view information that was available to the user during the guided self-help session.

15. The method as described in claim 14 further including having the support engineer repeat a given portion of the user'"'"'s guided self-help session from the support engineer'"'"'s desktop.

16. The method as described in claim 14 further including having the support engineer cause the execution of the diagnostic map on the client computer system during the live help session.

17. The method as described in claim 14 further including, upon initiation of the live help session, automatically providing the support engineer with a data stream summarizing the self-help session.

18. The method of claim 14, wherein the providing the option to escalate is at customizable points during the guided self-help session.

19. The method of claim 18, wherein when the user selects the option to escalate to live-help, information about the user'"'"'s self-service efforts is provided to the server automatically.

20. A computer program product in a computer-readable medium for providing technical support chain automation in a computer network having a server and a client computer system, the computer program product executable in the client computer system and comprising:

means for initiating a guided self-help session;

means for executing a diagnostic map on the client computer system;

means for providing a selection to the user;

means for escalating to a live help session; and

means for transmitting a data stream to a server, the data stream including information about the guided self-help session.

21. A method for automated technical support in a computer network having a client computer system, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client computer system, initiating a guided self-help session;

executing a diagnostic map on the client computer system;

during the guided self-help session, using a result of executing the diagnostic map for providing the user with one of the following;

an option to fix the problem,

a link to a URL for further diagnosing the problem, and

an option to search using a system-generated search string;

at customizable points during the guided self-help session, automatically escalating to live help; and

automatically providing a support engineer via the server with a data stream summarizing the self-help session.

22. A method for automated technical support in a computer network having a client machine, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client machine,

initiating a guided self-help session;

executing a diagnostic map on the client machine;

during the guided self-help session,

providing the user with an option to escalate to live help; and

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the self-help session, wherein

the data stream comprises information produced by executing the diagnostic map on the client computer system.

23. A method for automated technical support in a computer network having a client machine, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client machine,

initiating a guided self-help session;

executing a diagnostic map on the client machine;

during the guided self-help session;

providing the user with an option to escalate to live help and using a result of executing the diagnostic map for providing an option to execute a fix for the problem on the client machine; and

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the self-help session.

24. A method for automated technical support in a computer network having a client machine, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client machine,

initiating a guided self-help session;

executing a diagnostic map on the client computer system;

during the guided self-help session;

using a result of executing the diagnostic map for providing the user with an option to escalate to live help and a link to a URL for diagnosing the problem; and

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the self-help session.

25. A method for automated technical support in a computer network having a client machine, and a server from which live help is available, comprising:

in response to entry by a user of a problem area and description, initiating a guided self-help session;

executing a diagnostic map on the client machine;

during the guided self-help session;

providing the user with an option to escalate to live help, and

using a result of executing the diagnostic map for providing the user with a system-generated search string; and

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the self-help session.

26. A method for automated technical support in a computer network having a client machine, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client machine,

initiating a guided self-help session;

executing a diagnostic map on the client machine;

using a result of executing the diagnostic map to provide a selection from the server to the user;

at customizable points during the guided self-help session,

providing the user with an option to escalate to live help; and

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the self-help session.

27. The method of claim 26 wherein the selection comprises one of the following:

an option to fix the problem,

a link to a URL for further diagnosing the problem, and

an option to search using a system-generated search string.

28. A method for automated technical support in a computer network having a client computer system, and a server from which live help is available, comprising:

in response to entry by a user of a description of a problem with the client computer system, searching a content database for content related to the problem;

executing a diagnostic map on the client computer system;

using a result of executing the diagnostic map to select relevant content from the content related to the problem, wherein

the server performs the selecting, and

some but not all of the content related to the problem is included in the relevant content;

providing the relevant content to the user;

providing the user with an option to escalate to live help;

if the user exercises the option to escalate to live help, automatically providing a support engineer via the server with a data stream summarizing the self-help session.

29. The method of claim 28 wherein the relevant content enables the server to provide one of the following to the user:

an option to fix the problem,

a link to a URL for further diagnosing the problem, and

an option to search using a system-generated search string.