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Proactive listening bot-plus person advice chaining

机译：主动听筒加上个人建议链接

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摘要

A pervasive user experience capable of integrating robo-advising with human advising is discussed. Conversations and other inputs may be actively captured to identify issues with which the system may be able to assist. Inputs from multiple conversations separated in time may be correlated to identify relevant needs and goals. Recommendations and strategies may be developed and presented to the customer. When it is determined that human advising is appropriate for one or more issues, the customer may be connected to an advisor for assistance with particular issues. Transitions may be facilitated to allow customers to more efficiently return to robo-advising until human advising is again deemed appropriate.

机译：讨论了能够整合具有人力建议的Robo-and的普遍存在体验。可以主动捕获对话和其他输入以识别系统可以辅助的问题。从时间分离的多个对话的输入可能会相关以识别相关的需求和目标。建议和策略可以向客户制定和呈现给客户。当确定人类建议适合一个或多个问题时，客户可以与顾问连接以获得特定问题的帮助。可以促进过渡，以允许客户更有效地回到Robo-Advising，直到人类建议再次被视为适当。

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公开/公告号US10951762B1

专利类型
公开/公告日2021-03-16

原文格式PDF
申请/专利权人 WELLS FARGO BANK N.A.;
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申请/专利号US201916381207
发明设计人 BALIN K. BRANDT;LAURA FISHER;MARIE JEANETTE FLOYD;KATHERINE J. MCGEE;TERESA LYNN RENCH;SRUTHI VANGALA;
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申请日2019-04-11
分类号H04M3/51;G10L15/22;G06Q20/10;G10L15/18;G10L17;
国家 US
入库时间 2022-08-24 17:42:34

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