Selectable Opt-In Messaging for Immediate Agent Communication

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Solution Overview

Problem

Existing marketing campaigns face challenges in initiating immediate human communication with participants who express interest but lack availability to respond promptly, thereby missing opportunities for engagement and data acquisition.

Innovation Solution

A system and method that utilizes a user device to transmit electronic communications with a selectable mechanism, enabling direct communication initiation with an agent upon user selection, and facilitates human communication through SMS, email, or telephonic means.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If automated marketing campaigns are used to engage participants, then efficiency and scalability are improved, but the ability to initiate immediate human communication is lost

Engineering Contradiction:
Improvecampaign efficiencyVSAvoidhuman communication initiation
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent introduces an intermediary mechanism (selectable opt-in feature) that bridges automated marketing systems and human communication needs. This intermediary allows participants to signal their preference for human interaction, enabling the system to automatically route requests to appropriate human agents while maintaining overall campaign automation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system dynamically adjusts its communication mode based on participant preferences. The selectable mechanism allows participants to choose between automated and human communication, and the system adapts its behavior accordingly, switching between automated processing and human agent engagement based on real-time user choices.

Inventive Principle:
Principle #15Dynamics

2Reliability

If participants are given the option to request human communication, then engagement quality is improved, but system complexity increases

Engineering Contradiction:
Improveengagement qualityVSAvoidsystem architecture
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent segments the communication pathway into distinct channels: automated communication for standard interactions and human agent communication for complex requests. This segmentation allows the system to maintain simplicity for routine operations while providing access to human expertise when needed, without requiring the entire system to be complex.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The selectable opt-in mechanism allows participants to self-determine their communication preferences. This self-service approach reduces the need for complex system-wide changes, as each participant independently manages their own communication preferences through a simple interface element.

Inventive Principle:
Principle #25Self-service

3Productivity

If immediate human communication is enabled, then participant availability is improved, but response time variability increases

Engineering Contradiction:
Improveresponse speedVSAvoidcommunication delay
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent implements preliminary action by having participants pre-indicate their preference for human communication through the selectable mechanism. This advance signaling allows the system to prepare and prioritize these requests, reducing actual wait times when human agents become available, as the system can proactively manage the queue of human communication requests.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS20260039743A1System and method for initiating human communication
Publication Date: 2026.02.05 TRUIST BANK
  • US20260039743A1 patent drawing
  • US20260039743A1 patent drawing

AI summary

A system including a computer with at least one processing device and at least one memory device, wherein the computer executes computer-readable instructions, and a network operatively connecting the computer to at least one user device. Upon execution of the computer-readable instructions, the at least one processing device is configured to: transmit, via the network, at least one electronic communication to the at least one user device, the at least one electronic communication including a user selectable mechanism for requesting direct communication; display the at least one electronic communication on the at least one user device; and initiate at least one direct communication from at least one agent when the user selectable mechanism is selected.