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US6668055B2 Expired / Lapsed US ⏱️ 0.0 years remaining

Personalized assistance system and method

Assignee: Grape Technology Group Inc
•
Filing: 2002-05-29
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Granted: 2003-12-23
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Expires: 2022-05-29
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Abstract

Abstract A system and method for a personalized directory assistance system are provided. The system allows a user to speak with a customer service representative (CSR) by dialing an easy to remember telephone number on their phone. Specialized telephony equipment routes the call. to the customer service representative and the user's personal contact list made available to the (CSR). The CSR searches the user's personal contact list in accordance with the user's request. The CSR's terminal generates a call completion string and sends it to the telephony equipment using an out-of-band signaling network for release link transfer switching. The user's personal contact list can be populated by the user via a web browser, by interacting with the CSR, by synchronizing a personal information manager or personal digital assistant database or by sending a facsimile or the service provider.

Inventors

  • 👤 Evan Marwell
  • 👤 Robert Pines

Bibliographic Details

Application Number —
Jurisdiction US
Data Source google_patents
Last Synchronized 2026-11-08 18:49
CPC Classifications
H; H04; H04M; H04M3/00; H04M3/42; H04M3/432; H04M3/487; H04M3/493; H04M3/4931; H04M3/50; H04M3/51; H04M3/5108; H04M2203/00; H04M2203/10; H04M2203/105; H04M2203/1058; H04M2207/00; H04M2207/18; H04M2242/00; H04M2242/22; H04M3/08; H04M3/12; H04M3/42025; H04M3/42034; H04M3/42059; H04M3/42136; H04M3/42153; H04M3/42161; H04M3/44; H04M3/4933; H04M3/4935; H04M7/00; H04M7/06; H04M7/12; H04Q; H04Q3/00; H04Q3/72; Y; Y10; Y10S; Y10S379/00; Y10S379/90; Y10S707/00; Y10S707/99931

Claims Analysis

Total Claims: 36
Claim 1
Independent Claim 136 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, the first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number and including the user's electronic commerce information; a telephone identification code uniquely associated with the telephone said identification code being electronically transmitted to said personalized assistance system, when said user calls the system; a customer service representative terminal coupled to the database and the telephone hardware, the telephone identification code prompting automatic retrieval of the contact list to the customer service representative terminal in response to processing of said telephone identification code, the customer service representative terminal obtaining said electronic commerce information in response to a user request to perform an electronic commerce transaction.
Claim 2
Dependent Claim 136 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, the first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number and including the user's electronic commerce information; a telephone identification code uniquely associated with the telephone said identification code being electronically transmitted to said personalized assistance system, when said user calls the system; a customer service representative terminal coupled to the database and the telephone hardware, the telephone identification code prompting automatic retrieval of the contact list to the customer service representative terminal in response to processing of said telephone identification code, the customer service representative terminal obtaining said electronic commerce information in response to a user request to perform an electronic commerce transaction.
Claim 3
Dependent Claim 26 words
The personalized assistance system according to claim 1 , wherein at least one said contact name on said contact list is the user's favorite commercial establishment.
Claim 4
Dependent Claim 53 words
The method according to claim 1 , wherein the electronic commerce transaction is a purchase operation and the performing step includes the steps of: locating the item to be purchased by searching a network; purchasing the item; and arranging for delivery of the item to either one of the user and a contact.
Claim 5
Dependent Claim 22 words
The personalized assistance system according to claim 3 , wherein said item to be purchased is located by searching said contact list.
Claim 6
Dependent Claim 24 words
The personalized assistance system according to claim 3 , further comprising the step of locating the best price for said item to be purchased.
Claim 7
Dependent Claim 27 words
The personalized assistance system according to claim 1 , wherein said electronic commerce information includes any one of the user's credit card information and bank account information.
Claim 8
Dependent Claim 21 words
The personalized assistance system according to claim 1 , wherein said contact list further comprises a purchasing profile for the user.
Claim 9
Dependent Claim 21 words
The personalized assistance system according to claim 7 , wherein said purchasing profile maintains a list of the user's personal information.
Claim 10
Dependent Claim 21 words
The personalized assistance system according to claim 7 , wherein said purchasing profile maintains a list of the user's clothing size.
Claim 11
Dependent Claim 24 words
The personalized assistance system according to claim 8 , wherein said electronic commerce transaction is the purchase of either one of products and services.
Claim 12
Dependent Claim 19 words
The personalized assistance system according to claim 9 , wherein said electronic commerce transaction is the purchase of clothing.
Claim 13
Dependent Claim 23 words
The personalized assistance system according to claim 1 , wherein said electronic commerce transaction includes the purchase of tickets related to an event.
Claim 14
Dependent Claim 21 words
The personalized assistance system according to claim 1 , wherein the electronic commerce information includes bill payee data for the user.
Claim 15
Dependent Claim 26 words
The personalized assistance system according to claim 13 , wherein the electronic commerce transaction is the direct payment of bill payment by said customer service representative.
Claim 16
Dependent Claim 35 words
The personalized assistance system according to claim 1 , wherein the stored personal contact data includes at least one of; an address, job title, company name, facsimile telephone number, home web page address and birthday.
Claim 17
Dependent Claim 20 words
The personalized assistance system according to claim 1 , wherein the stored personal contact data includes dates for special occasions.
Claim 18
Dependent Claim 20 words
The personalized assistance system according to claim 16 , wherein said special occasions include any one of birthdays and anniversaries.
Claim 19
Dependent Claim 24 words
The personalized assistance system according to claim 16 , wherein said system contacts the user to notify them of the special occasion in advance.
Claim 20
Dependent Claim 28 words
The personalized assistance system according to claim 18 , wherein said electronic commerce transaction is the purchase and delivery of an item in connection with said special occasion.
Claim 21
Dependent Claim 19 words
The personalized assistance system as claimed in claim 1 , wherein said personal contact list further comprises a password.
Claim 22
Dependent Claim 19 words
The personalized assistance system as claimed in claim 1 , wherein said password is the user's social security number.
Claim 23
Dependent Claim 26 words
The personalized assistance system as claimed in claim 20 , wherein said user is required to enter said password in order to update said contact list.
Claim 24
Dependent Claim 32 words
The personalized assistance system as claimed in claim 20 , wherein said user is required to state said password in order to access said personal contact list via said customer service representative.
Claim 25
Dependent Claim 117 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, the first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number; a telephone identification code uniquely associated with the telephone said identification code being electronically transmitted to said personalized assistance system, when said user calls the system; a customer service representative terminal coupled to the database and the telephone hardware, the telephone identification code prompting automatic retrieval of the contact list to the customer service representative terminal in response to processing of said telephone identification code, the customer service representative terminal performing a commercially related service.
Claim 26
Dependent Claim 117 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, the first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number; a telephone identification code uniquely associated with the telephone said identification code being electronically transmitted to said personalized assistance system, when said user calls the system; a customer service representative terminal coupled to the database and the telephone hardware, the telephone identification code prompting automatic retrieval of the contact list to the customer service representative terminal in response to processing of said telephone identification code, the customer service representative terminal performing a commercially related service.
Claim 27
Dependent Claim 25 words
The personalized assistance system according to claim 24 , wherein said commercially related service is providing the user with a plurality of commercial establishment information.
Claim 28
Dependent Claim 22 words
The personalized assistance system according to claim 25 , wherein said plurality of commercial establishment information includes reviews of said commercial establishments.
Claim 29
Dependent Claim 26 words
The personalized assistance system according to claim 24 , wherein said commercially related service is securing either one of reservations and tickets for said commercial establishment.
Claim 30
Dependent Claim 122 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, said first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number; a hand-held device, having a plurality of contacts stored therein, such that said first database and said hand-held device are in communication with one another for the purposes of communicating contact information; and a computer terminal coupled to said first database configured to retrieve said list of personal contact data in response to a received call associated with said personal contact data so as to allow a customer service representative to identify a desired listing from said personal contact data.
Claim 31
Dependent Claim 122 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, said first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number; a hand-held device, having a plurality of contacts stored therein, such that said first database and said hand-held device are in communication with one another for the purposes of communicating contact information; and a computer terminal coupled to said first database configured to retrieve said list of personal contact data in response to a received call associated with said personal contact data so as to allow a customer service representative to identify a desired listing from said personal contact data.
Claim 32
Dependent Claim 29 words
A personalized assistance system according to claim 28 , further comprising a hand-held server in said personalized assistance system for communicating with said hand-held device and said first database.
Claim 33
Dependent Claim 26 words
A personalized assistance system according to claim 28 , wherein said data contained in said first database is synchronized with said data in said hand-held device.
Claim 34
Dependent Claim 175 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, the first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number; a telephone identification code uniquely associated with the telephone said identification code being electronically transmitted to said personalized assistance system, when said user calls the system; and a customer service representative terminal coupled to the database and the telephone hardware, the telephone identification code prompting automatic retrieval of the contact list to the customer service representative terminal in response to processing of said telephone identification code, the customer service representative terminal searching said contact list in response to a user query to locate a designated contact from the user's contact list and causing the telephony hardware to connect the telephone with the contact number corresponding to the designated contact, wherein said system plays a branded audio message to said user when said user is waiting to be connected to said customer service representative.
Claim 35
Dependent Claim 175 words
A personalized assistance system for a user of a telephone, the personalized assistance system comprising: a first database, the first database having a contact list for the user, the contact list including at least one contact name and a corresponding contact number; a telephone identification code uniquely associated with the telephone said identification code being electronically transmitted to said personalized assistance system, when said user calls the system; and a customer service representative terminal coupled to the database and the telephone hardware, the telephone identification code prompting automatic retrieval of the contact list to the customer service representative terminal in response to processing of said telephone identification code, the customer service representative terminal searching said contact list in response to a user query to locate a designated contact from the user's contact list and causing the telephony hardware to connect the telephone with the contact number corresponding to the designated contact, wherein said system plays a branded audio message to said user when said user is waiting to be connected to said customer service representative.
Claim 36
Dependent Claim 33 words
A personalized assistance system according to claim 31 , wherein said branded audio message is recorded in the same voice as the particular said customer service representative that said user is connected to.

References Cited (Backward Citations)

US5204894A Cited
US5943417A Cited
US5652789A Cited
US6456709B1 Cited
US6000031A Cited
US6404884B1 Cited

USPTO Annuity & Maintenance Windows

Annuity Stage Window Opens Payment Deadline Surcharge Period Until Estimated Fee Status
3.5 Years (Year 4) 2006-12-22 2007-06-23 2007-12-23 $2000.00 Window Closed / Lapsed
7.5 Years (Year 8) 2010-12-22 2011-06-23 2011-12-23 $3760.00 Window Closed / Lapsed
11.5 Years (Year 12) 2014-12-22 2015-06-23 2015-12-23 $7700.00 Window Closed / Lapsed

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