System and method for exchanging information with a relationship management system
First Claim
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1. A system for exchanging information with a relationship management system, the system comprising:
- a connection unit that bridges first and second communications connections and captures information associated with the first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact; and
an interface unit that receives the communications connection information from the connection unit, delivers select portions of the communications connection information in a select format to a relationship management system and receives pick list information associated with each client from the relationship management system to configure the interface unit and any other system connected to the interface unit.
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Abstract
A method and system for exchanging information with a Relationship Management system that includes a connection unit to bridge first and second communications connections and capture information associated with the first and second communications connections. An interface unit is then used to receive communications connection information from the connection unit and deliver select portions of the communications connection information in a select format to the Relationship Management system.
60 Citations
34 Claims
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1. A system for exchanging information with a relationship management system, the system comprising:
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a connection unit that bridges first and second communications connections and captures information associated with the first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact; and an interface unit that receives the communications connection information from the connection unit, delivers select portions of the communications connection information in a select format to a relationship management system and receives pick list information associated with each client from the relationship management system to configure the interface unit and any other system connected to the interface unit. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method for exchanging information with a relationship management system, the method comprising:
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bridging first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact; capturing information associated with the first and second communications connections; delivering select portions of the communications connection information in a select format to a relationship management system; receiving pick list information associated with each client from the relationship management system. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A computer readable medium having computer readable program codes embodied therein for causing a computer to function as a connection and interface unit that exchanges information with a relationship management system, the computer readable medium program codes performing functions comprising:
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bridging first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact; capturing information associated with the first and second communications connections; delivering select portions of the communications connection information in a select format to a relationship management system; receiving pick list information associated with each client from the relationship management system.
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16. A system for exchanging information with a relationship management system, the system comprising:
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a connection unit that bridges first and second communications connections and captures information associated with the first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact, wherein the captured communications connection information includes audio file information; and an interface unit that receives the communications connection information from the connection unit, and delivers select portions of the communications connection information in a select format to a relationship management system. - View Dependent Claims (17, 18, 19, 20, 21, 22, 23, 24)
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25. A method for exchanging information with a relationship management system, the method comprising:
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bridging first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact; capturing information associated with the first and second communications connections, wherein the captured communications connection includes audio information; and delivering select portions of the communications connection information in a select format to a relationship management system. - View Dependent Claims (26, 27, 28, 29, 30, 31, 32, 33)
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34. A computer readable medium having computer readable program codes embodied therein for causing a computer to function as a connection and interface unit that exchanges information with a relationship management system, the computer readable medium program codes performing functions comprising:
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bridging first and second communications connections, the first communications connection with an origin, the origin associated with a client agent, the second communications connection with a destination, the destination associated with a contact; capturing information associated with the first and second communications connections, wherein the captured communications connection information includes an audio file; and delivering select portions of the communications connection information in a select format to a relationship management system.
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Specification