AI Sales Assistant for Real-Time Conversation Pattern Analysis

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Solution Overview

Problem

Sales representatives often struggle to effectively engage customers during live sales calls due to the complexity of dynamic factors, leading to missed opportunities and lost potential customers.

Innovation Solution

A data analytics system that interprets conversation profiles to identify patterns, assign tasks, and prioritize actions for sales representatives, including evaluating voice impressions, conversation data, and personality profiles to optimize customer interactions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If sales representatives rely on their own ability to handle dynamic sales call factors, then they maintain autonomy and quick response, but they become overwhelmed and fail to engage customers effectively

Engineering Contradiction:
Improveease of customer engagementVSAvoidcomplexity of sales call factors
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent introduces an AI-powered sales assistant as an intermediary between the sales representative and the customer. This assistant analyzes conversation profiles, voice impressions, and personality types in real-time, then provides guidance and recommendations to the sales representative during the call. The intermediary handles the complexity of analyzing multiple dynamic factors (customer personality, mood, product knowledge, call context) while allowing the sales representative to maintain autonomy and focus on engagement.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If companies provide extensive training to sales representatives, then they improve product knowledge and selling skills, but representatives still struggle with real-time decision making during live calls

Engineering Contradiction:
Improveeffectiveness of sales engagementVSAvoidtime for training and preparation
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary analysis of customer conversation profiles, voice impressions, and personality types before the actual sales call. This pre-processing of data allows the AI assistant to have ready-made recommendations and insights available during the live call, eliminating the need for sales representatives to make complex real-time decisions about customer personality assessment and engagement strategy.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements a feedback mechanism where the AI assistant continuously monitors the conversation during the sales call, analyzes the interaction dynamics, and provides real-time feedback to the sales representative. This feedback loop allows representatives to adjust their approach based on AI-analyzed insights about customer reactions, personality mismatches, and engagement effectiveness, improving reliability without requiring extensive prior training.

Inventive Principle:
Principle #23Feedback

3Loss of information

If sales representatives handle all aspects of the sales call independently, then they maintain control over the interaction, but they miss patterns and insights that could improve engagement

Engineering Contradiction:
Improveloss of conversation patternsVSAvoidautomation of sales assistance
Core Design Contradiction:
Loss of informationVSExtent of automation

Solution Approach 1:

The patent replaces the manual mechanical process of pattern recognition and analysis with an AI-based system. The AI assistant automatically analyzes conversation profiles, voice impressions, personality types, and interaction patterns, identifying insights that would be difficult for human sales representatives to detect independently. This substitution preserves representative control while capturing valuable information patterns through automated analysis.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS11727413B2System, device, and method of performing data analytics for generating sales tasks for sales representatives
Publication Date: 2023.08.15 SALESBOOST LLC
  • US11727413B2 patent drawing
  • US11727413B2 patent drawing
  • US11727413B2 patent drawing

AI summary

A system is provided for interpreting conversation profile records and generating sales task. The system includes a data store having a plurality of data items including conversation profile data and consumer product data and a resource management module configured to evaluate the data items and create a plurality of sales representative tasks and assign to each task at least one of a customer, a product, a sales representative, at least one action plan queue, and a priority level according to the evaluation. The evaluation of the data items can include identifying patterns between the data items.