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Method for creating and maintaining threads of phone/email/fax/SMS conversations

  • US 7,539,295 B1
  • Filed: 08/21/2008
  • Issued: 05/26/2009
  • Est. Priority Date: 08/21/2008
  • Status: Expired due to Fees
First Claim
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1. A method for creating and maintaining threads of electronic communications comprising:

  • accepting an electronic-communication call from a caller, the electronic communication call handled by a call-receiving system;

    determining if the caller is a new caller or a previous caller by determining if a prior-caller user identification is contained within the call-receiving system;

    responsive to determining that the caller is a new caller,obtaining caller information and assigning a new-caller user identification to the new caller;

    obtaining details regarding a new issue for contact;

    assigning a unique thread identification for all communications related to the new issue; and

    linking the new-caller user identification with the thread identification for presentation in subsequent calls;

    responsive to determining that the caller is a known previous caller to the call-receiving system, obtaining and verifying a known-caller user identification and determining whether the known previous caller is calling about a new issue;

    responsive to determining that the known previous caller is calling about a new issue,assigning a unique thread identification for all communications related to the new issue; and

    linking the known-caller user identification with the thread identification for presentation in subsequent calls;

    responsive to determining that the known previous caller is calling about an existing issue,determining whether a caller-provided thread identification was entered by the known previous caller;

    responsive to determining that a caller-provided thread identification was entered by the known previous caller, automatically incorporating the caller-provided thread identification into further communications related to the call, the caller-provided thread identification facilitating authentication of the call;

    responsive to determining that a caller-provided thread identification was not entered by the known previous caller,obtaining a list of previous thread identifications for the known previous caller based upon the known-caller user identification, wherein each thread identification may represent multiple communications via various electronic devices; and

    determining whether there is more than one previous thread identification for the known previous caller;

    responsive to determining that there is more than one previous thread identification for the known previous caller,presenting the known previous caller with a list of all previous thread identifications along with details of each thread identification;

    allowing the known previous caller to select a desired thread identification from the list of previous thread identifications;

    assigning the existing issue to the selected thread identification; and

    linking the known-caller user identification with the selected thread identification for presentation in subsequent calls;

    responsive to determining that there is only a single previous thread identification for the known previous caller,assigning the existing issue to the single previous thread identification; and

    linking the known-caller user identification with the single previous thread identification for presentation in subsequent calls.

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