US 12,229,381 B2
Presenting entity activities
Ramakrishna Raju Vegesna, Austin, TX (US)
Assigned to Zoho Corporation Private Limited, Chengalpattu Taluk (IN)
Filed by Zoho Corporation Private Limited, Chengalpattu Taluk (IN)
Filed on Mar. 6, 2023, as Appl. No. 18/117,811.
Claims priority of provisional application 63/341,310, filed on May 12, 2022.
Claims priority of application No. 202241014993 (IN), filed on Mar. 18, 2022.
Prior Publication US 2023/0325045 A1, Oct. 12, 2023
Int. Cl. G06F 3/0481 (2022.01); G06F 9/451 (2018.01)
CPC G06F 3/0481 (2013.01) [G06F 9/451 (2018.02)] 21 Claims
OG exemplary drawing
 
1. A system comprising one or more processors and memory storing instructions that, when executed by the one or more processors, cause the system to perform:
determining context of a human agent represented as a first entity in an organizational graph that includes a plurality of entities, including the first entity, at least conceptually as nodes connected to one another directly or indirectly via relationship edges;
selecting a set of cards for display in an activity screen based at least in part on a relationship of the first entity with a first set of entities of the plurality of entities and relationships between the first set of entities with one another, wherein cards of the set of cards are respectively associated with entities of the first set of entities;
determining one or more actions are available to the first entity in association with an activity card of the set of cards;
providing the activity screen with the set of cards, wherein at least one card of the set of cards includes an indication of at least one of the relationships between the first set of entities with one another and information about an activity of a second entity of the first set of entities;
in response to a first input stimulus that serves to select the activity card, which can be characterized as the selected card when selected, providing an actionable popover card that includes a first action of the one or more actions as a selectable first graphical element of the one or more graphical elements;
in response to a second input stimulus that serves to select the first graphical element, carrying out a process, associated with the first action, that is executed by an artificial agent of a unified software suite, and that is either constrained by a relationship of the first entity with the second entity or constrained by a relationship of the first entity with a third entity associated with the action;
in response to identifying a first swimlane associated with the first entity, a second swimlane associated with interaction between the first entity and the second entity, and a third swimlane associated with the second entity:
representing the activity card in a first swimlane display element in parallel with a plurality of activity cards for a respective plurality of entities in respective swimlane display elements, wherein each respective swimlane display element comprises a respective different timeline chart; and
wherein the first entity is one of a group of department-based entities, and wherein a middle swimlane includes interaction activity cards associated with activities between the second entity and at least one department-based entity of the group of department-based entities, a first peripheral swimlane includes activity cards of the second entity, and a second peripheral swimlane includes activity cards of the group of department-based entities.