US 11,875,360 B2
Method and system for generating insights regarding a party in response to a call
Vijay Karani, Saratoga, CA (US); and Jayant Tyagi, Castro Valley, CA (US)
Assigned to Salesforce, Inc.
Filed by Salesforce, Inc., San Francisco, CA (US)
Filed on Sep. 28, 2021, as Appl. No. 17/449,241.
Application 17/449,241 is a continuation of application No. 15/873,966, filed on Jan. 18, 2018, granted, now 11,170,381.
Prior Publication US 2022/0012748 A1, Jan. 13, 2022
Int. Cl. G06Q 30/01 (2023.01); H04M 3/42 (2006.01); G06F 21/62 (2013.01)
CPC G06Q 30/01 (2013.01) [G06F 21/6245 (2013.01); H04M 3/4217 (2013.01); H04M 3/42068 (2013.01)] 20 Claims
OG exemplary drawing
 
1. A method comprising, at a server system:
receiving data identifying a party of a call;
in response to a customer relationship management (CRM) application being launched at a computing device and without any further user input:
automatically determining records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application, wherein at least some of the records are automatically determined by analyzing CRM information maintained at a CRM system using artificial intelligence;
ranking the records that are potentially relevant to the call in a priority order according to relevance from most relevant to least relevant; and
causing display of the insights page at a user interface of the computing device without any further user input, wherein the insights page comprises: at least some of the records displayed in the priority order as relevant records, and at least one user interface element that is linked to and selectable to open one of the relevant records.