Mobile Intelligent Assistant for CRM Natural Language Interaction
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Solution Overview
Problem
Conventional mobile interfaces for CRM tools require users to navigate through multiple steps and pages, imposing a significant cognitive burden and being time-consuming, especially in mobile usage scenarios where navigation is constrained.
Innovation Solution
A mobile intelligent assistant (MIA) powered by generative AI and a large language model (LLM) allows users to interact with CRM tools in a conversational manner, enabling natural language processing to translate user inputs into specific CRM actions without the need for explicit navigation.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If conventional mobile interfaces require users to navigate through multiple steps and pages, then comprehensive CRM functionality is provided, but user cognitive burden increases and task completion time increases
Solution Approach 1:
The patent introduces a large language model as an intermediary layer between the user and the CRM system. This mediator translates natural language user inputs into structured CRM actions, eliminating the need for users to navigate through multiple pages and manual steps. The LLM acts as a smart intermediary that understands user intent and directly executes appropriate CRM operations, thereby reducing both cognitive burden and task completion time.
Solution Approach 2:
The system enables self-service by allowing the CRM interface to automatically interpret and execute user commands without requiring manual navigation. The large language model autonomously processes natural language inputs, determines the appropriate CRM actions, and executes them directly, making the system serve itself in translating and executing user intents without human intervention in the navigation process.
2Adaptability or versatility
If multiple navigation pages are required for CRM tasks, then comprehensive functionality is accessible, but interface complexity increases
Solution Approach 1:
The patent extracts the navigation complexity from the user interface by removing the traditional multi-page navigation structure. Instead of requiring users to navigate through multiple pages to access different CRM functions, the system extracts this navigational layer and replaces it with direct natural language command processing, maintaining full CRM functionality while eliminating interface complexity.
Solution Approach 2:
The large language model serves as a universal interface that can handle multiple different CRM tasks through a single unified natural language processing mechanism. Rather than requiring separate navigation paths for different CRM functions, the LLM provides a multi-functional entry point that can interpret and execute various CRM operations through natural language, thereby maintaining versatility while reducing interface complexity.
Data Source
AI summary
Disclosed herein are system, method, and device embodiments for providing a mobile interface powered by artificial intelligence. A user remains on a single user-interface page, conducting interactions with a customer relationship management tool using natural language. The technique leverages a large language model as an intermediary middle-layer, allowing a user to engage core functions. The technique builds an appropriate prompt including the natural language and uses the large language model to build an execution plan that references tools and tasks performable in the customer relationship management tool. By chaining prompts, the technique incorporates prior interactions into subsequent prompts. Mobile-specific information such as location, images, and scanned barcodes may be included in a prompts. Running the large language model on the client device allows the user to perform CRM functions while operating in an offline mode, a mode that secures user data and enhances privacy.