Conversational Product Information Retrieval for SaaS Troubleshooting

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Solution Overview

Problem

Users of software-as-a-service (SAAS) products face inefficiencies in finding relevant information or troubleshooting assistance, as they must navigate large product manuals, leading to time-consuming searches for answers.

Innovation Solution

A conversational user interface utilizing a virtual agent that processes oral, written, and image-based communications, leveraging machine learning to build a knowledge base from product documentation, continuously learns from user interactions, and provides real-time answers and guidance through various channels.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If users search through large product manuals to find relevant information, then they can obtain product information and troubleshooting assistance, but the process is time-consuming and reduces efficiency

Engineering Contradiction:
Improveproduct information retrieval efficiencyVSAvoidtime to find answers
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The patent introduces a virtual agent as an intermediary between users and product documentation. This agent processes natural language queries, understands user intent, and retrieves relevant information from structured and unstructured documentation sources, eliminating the need for users to manually search through large manuals and significantly reducing information retrieval time

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces the mechanical search process (manual navigation through documentation) with an intelligent system using natural language processing, machine learning, and information retrieval algorithms. The virtual agent automatically understands queries, searches documentation, and provides answers, substituting the manual mechanical search with an automated intelligent system

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

2Adaptability or versatility

If product documentation is made comprehensive to cover all user questions, then all troubleshooting scenarios can be addressed, but the documentation becomes larger and harder to navigate

Engineering Contradiction:
Improvecoverage of troubleshooting scenariosVSAvoiddocumentation size and navigability
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent segments the large body of product documentation into structured components (topics, sections, concepts) that can be independently processed and retrieved. The virtual agent queries specific segments based on user intent rather than requiring users to navigate the entire documentation, maintaining comprehensive coverage while improving navigability through intelligent segmentation

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The virtual agent serves as a universal interface that handles multiple types of user queries (troubleshooting, how-to questions, product information) through a single system. This multi-functional approach allows comprehensive documentation coverage to be accessed through one unified entry point rather than requiring separate navigation paths for different documentation types

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12586112B2Systems, non-transitory computer-readable storage mediums, and methods for obtaining product information via a conversational user interface
Publication Date: 2026.03.24 KINAXIS INC
  • US12586112B2 patent drawing
  • US12586112B2 patent drawing
  • US12586112B2 patent drawing

AI summary

Systems and methods for obtaining product information via a conversational user interface. The communication channel receives communication from a user, the intent and entities of which are deduced by the NLP. These are communicated by the fulfillment API to the knowledge engine which retrieves information that fulfills the intent. The information is communicated to the fulfillment API, which converts the intent into a response, which in turn is forwarded by the NLP to the communication channel, and back to the user.