Auto-Initiated Messaging Chat for Sales Engagement

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Solution Overview

Problem

Businesses face challenges in engaging customers seamlessly across various messaging platforms and devices, and traditional cold calling methods are inefficient with low success rates, leading to increased costs and regulatory issues.

Innovation Solution

A system and method for auto-initiated messaging chats using automated messaging bots that match user activity with criteria, initiate chat sessions, and gauge interest levels, allowing for targeted and efficient contact with potential customers across multiple messaging platforms and devices.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Quantity of substance

If businesses use traditional cold calling methods to contact potential customers, then they can reach out to large numbers of leads, but the process becomes extremely time consuming with low sales success rates

Engineering Contradiction:

Improvenumber of leads contactedVSAvoidtime spent on cold calling

Core Design Contradiction:

Quantity of substanceVSLoss of time

Solution Approach 1:

The system enables self-service by having the messaging platform automatically initiate chat sessions with users based on their activity and predefined criteria. The automated bot handles the initial outreach, qualification, and scheduling without requiring manual intervention from sales personnel, thereby eliminating time-consuming cold calling while maintaining lead engagement

Inventive Principle:

Principle #25Self-service

Solution Approach 2:

The patent replaces the mechanical manual cold calling process with an automated messaging system that uses AI-driven criteria matching and automated bot conversations. This substitution eliminates the need for human sales staff to manually call leads, significantly reducing time investment while maintaining effective lead engagement

Inventive Principle:

Principle #28Mechanics substitution (Replace mechanical system)

2Productivity

If businesses use traditional cold calling methods, then they can contact potential customers, but sales success rates remain low due to lack of interest from most leads

Engineering Contradiction:

Improvesales success rateVSAvoidnumber of uninterested leads

Core Design Contradiction:

ProductivityVSQuantity of substance

Solution Approach 1:

The system performs preliminary action by pre-defining engagement criteria and automatically identifying users who match these criteria before initiating contact. The messaging platform analyzes user activity and pre-qualifies leads based on predefined parameters, ensuring that only interested users are contacted, thereby increasing sales success rates while reducing the number of uninterested leads

Inventive Principle:

Principle #10Preliminary action

Solution Approach 2:

The automated messaging system incorporates feedback mechanisms where users can indicate their interest level during the chat session. The system uses this feedback to gauge user interest and adjust the conversation accordingly, allowing sales personnel to focus only on leads who show genuine interest, thereby improving sales success rates

Inventive Principle:

Principle #23Feedback

3Adaptability or versatility

If businesses operate across multiple messaging platforms and devices, then they can engage customers seamlessly, but the complexity of managing different interfaces and APIs increases

Engineering Contradiction:

Improvecross-platform engagement capabilityVSAvoidcomplexity of messaging platform interfaces

Core Design Contradiction:

Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system achieves universality by creating a single integrated platform that can initiate and manage messaging sessions across multiple different messaging platforms and devices. The automated bot serves as a universal interface that adapts to different messaging protocols, allowing businesses to engage customers on various platforms without managing separate complex interfaces for each platform

Inventive Principle:

Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent introduces an intermediary automated messaging bot that acts as a mediator between the business and multiple messaging platforms. This bot handles the complexity of different APIs and interfaces by providing a unified abstraction layer, allowing the system to communicate with various messaging platforms through a single standardized interface, thereby reducing overall system complexity

Inventive Principle:

Principle #24Intermediary (Mediator)

Data Source

PatentUS12177171B2Auto-initiated messaging chat

Publication Date: 2024.12.24 NCR VOYIX CORP

AI summary

An autonomous chat bot monitors actions of users on a messaging platform and generates self-initiated chat sessions with the user to gauge users' interest and intent with respect to a target subject matter and the conversations of the chat sessions. Based on the gauged interest and intent, profiles or preferences are generated for the users independent of or relevant to the target subject matter. In an embodiment, customer contact information for the users are provided by the autonomous chat bot to a Customer Relationship Management (CRM) system for further engaging the customer with respect to the target subject matter or other subject matters determined to be relevant from the profiles or preferences