Systems and methods for call scheduling
First Claim
1. A non-transitory computer-readable medium comprising computer-readable instructions for call scheduling, said computer-readable instructions comprising instructions that:
- receive a request from a user via a website to schedule a call with an advisor;
provide a calendar to the user via the website showing an availability of the advisor for the call with the user;
receive a selection of a time for the call from the user via the website;
schedule the call between the user and the advisor for the time; and
receive information from the user regarding at least one additional person to be included on the call with the user and the advisor.
1 Assignment
0 Petitions
Accused Products
Abstract
A calendar may be provided to a user via a computing device and may provide a schedule of availability of one or more advisors for a call with the user. The user may schedule a call with a particular advisor or an advisor having expertise in a particular subject area, such as life insurance, annuities, savings accounts, credit cards, financial and retirement planning, etc. When the user requests a call with an advisor in a particular subject area, the calendar may show a composite of availabilities of the various advisors having expertise in a particular subject area or are associated with a particular subject area group. The user may schedule a call, modify or cancel an existing scheduled call, and provide information pertaining to a call request or scheduled call, for example, via the user computing device.
17 Citations
18 Claims
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1. A non-transitory computer-readable medium comprising computer-readable instructions for call scheduling, said computer-readable instructions comprising instructions that:
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receive a request from a user via a website to schedule a call with an advisor; provide a calendar to the user via the website showing an availability of the advisor for the call with the user; receive a selection of a time for the call from the user via the website; schedule the call between the user and the advisor for the time; and receive information from the user regarding at least one additional person to be included on the call with the user and the advisor. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A call scheduling method, comprising:
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receiving a request from a user via a website to schedule a call with an advisor; providing a calendar to the user via the website showing an availability of the advisor for the call with the user; receiving a selection of a time for the call from the user via the website; scheduling the call between the user and the advisor for the time; and receiving information from the user regarding at least one additional person to be included on the call with the user and the advisor. - View Dependent Claims (8, 9, 10, 11, 12)
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13. A call scheduling system, comprising:
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at least one subsystem that receives a request from a user via a website to schedule a call with an advisor; at least one subsystem that provides a calendar to the user via the website showing an availability of the advisor for the call with the user; at least one subsystem that receives a selection of a time for the call from the user via the website; at least one subsystem that schedules the call between the user and the advisor for the time; and at least one subsystem that receives information from the user regarding at least one additional person to be included on the call with the user and the advisor. - View Dependent Claims (14, 15, 16, 17, 18)
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Specification