Synchronous Sales Stack for Live Chat Transaction Synchronization

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Solution Overview

Problem

In online transaction systems, users engaging in live chat sessions with sales representatives cannot readily follow the sales options presented, as their checkout basket is not updated or organized in the same manner as the sales representative's view, leading to a lack of a shared and synchronized view of transaction options.

Innovation Solution

A synchronous sales stack system is generated, allowing real-time or near real-time sharing of transaction options between users and sales representatives, enabling users to view and discuss potential upgrades, additions, or changes via a shared data structure that can be updated during the chat session, including details like costs and delivery times.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the sales representative uses a product sales stack view to display alternative purchase options in real time, then the representative can effectively present multiple upgrade options, but the user's checkout basket remains separate and unsynchronized, making it difficult for the user to follow the presented options

Engineering Contradiction:
ImproveUser ability to follow sales optionsVSAvoidSynchronization of sales stack view
Core Design Contradiction:
Ease of operationVSLoss of information

Solution Approach 1:

The patent merges the user's checkout basket with the sales representative's product sales stack into a single shared and synchronized view. This allows both parties to see the same purchase options, upgrades, and alternatives in real-time during the live chat session, eliminating the separation between the user's basket and the representative's sales stack.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system implements real-time feedback by continuously synchronizing the shared sales stack between the user interface and the sales representative's interface. Any changes made by either party are immediately reflected in the other's view, ensuring both parties have consistent information throughout the interaction.

Inventive Principle:
Principle #23Feedback

2Reliability

If separate checkout baskets are maintained for user and sales representative, then each party has independent control over their view, but the user cannot readily follow the sales options being presented

Engineering Contradiction:
ImproveAccuracy of transaction dataVSAvoidUser understanding of options
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent combines the user's checkout basket and the sales representative's product sales stack into a single shared data structure that both parties access and view simultaneously. This unified approach maintains data accuracy while improving user comprehension of the available options.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS8666843B2Systems and methods for generating a synchronous sales stack for customer dialog
Publication Date: 2014.03.04 RED HAT INC
  • US8666843B2 patent drawing
  • US8666843B2 patent drawing
  • US8666843B2 patent drawing

AI summary

Embodiments relate to systems and methods for generating a synchronous sales stack for a customer dialog. A user can visit a Web site and load selections into a checkout basket to prepare to purchase desired products and/or services. The user can select a live chat feature, which invokes an instant message, audio or video dialog with a sales representative. The sales representative can initiate a synchronous sales stack with the user, by which the user and sales representative can share a common view of purchase selections and potential alternatives or add-ons to the selections, as they are made. The customer and sales representative can continue their dialog as possible selections are explored, and the resulting sales stack is updated in real-time. When the user is satisfied with their selections, the sales stack can be stored as the customer's finalized checkout basket and the transaction can be completed.