Proactive Chat Support for Client Applications

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Complex financial calculations in payroll processing software require significant user investment and support, leading to costly support resources for software providers, with limited advancements in client application support efficiency.

Innovation Solution

A method and system that initiates a wizard with dialogs for completing tasks, determines if a network connection is available, enables a help threshold, and upon exceeding it, sends an availability request to an external support server, confirming an available specialist, and initiates a chat session between the user and the specialist.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional support methods are used for client applications, then support can be provided, but support efficiency is low and costs are high

Engineering Contradiction:
Improvesupport efficiencyVSAvoidsupport cost
Core Design Contradiction:
ProductivityVSLoss of energy

Solution Approach 1:

The system enables users to complete tasks independently through wizard dialogs that guide them through complex financial calculations and payroll processing steps, reducing reliance on support staff and lowering support costs while maintaining productivity

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system monitors user interactions with wizard dialogs in real-time, detecting when users struggle or abandon tasks, and automatically triggers targeted support interventions, optimizing support resource allocation and improving support efficiency

Inventive Principle:
Principle #23Feedback

2Productivity

If web-based chat support is implemented, then support efficiency for web applications improves, but client application support remains limited

Engineering Contradiction:
Improvesupport efficiencyVSAvoidsupport platform coverage
Core Design Contradiction:
ProductivityVSAdaptability or versatility

Solution Approach 1:

The system implements a universal support framework that integrates wizard-based guidance, automated monitoring, and chat support capabilities into a single platform that works across both web-based and client applications, making the support system adaptable to multiple platforms simultaneously

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

3Ease of operation

If users require varying levels of support for complex financial calculations, then user needs are met, but support complexity and cost increase

Engineering Contradiction:
Improveuser support qualityVSAvoidsupport system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system provides differentiated support quality at different stages of the wizard process, offering automated guidance for routine tasks and escalating to human support specialists only when users exhibit signs of struggle or abandonment, optimizing support quality while controlling complexity

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS8843851B1Proactive chat support
Publication Date: 2014.09.23 INTUIT INC
  • US8843851B1 patent drawing
  • US8843851B1 patent drawing
  • US8843851B1 patent drawing

AI summary

In general, in one aspect, the invention relates to a method for providing online support to a user of a client application. The method includes: initiating a wizard including dialogs for completing a task; displaying a dialog to the user; enabling, based on a network connection being available, a help threshold associated with the dialog; determining, by a computer processor, that the help threshold is exceeded after enabling the help threshold; sending, in response to the help threshold being exceeded, an availability request to an external support server; receiving, after sending the availability request, a confirmation of an available support specialist; displaying an indication to the user that support is available; receiving a support request from the user; opening a chat dialog in response to receiving the support request; and initiating, using the chat dialog, a chat session between the user and the available support specialist.