US 12,292,882 B2
Systems and methods for generating a content item based on a status of a node profile determined using electronic activities
Oleg Rogynskyy, Menlo Park, CA (US); David Flink, Mountain View, CA (US); Cathy Xi, San Francisco, CA (US); Wei Hai, Foster City, CA (US); and Cameron Feenstra, San Francisco, CA (US)
Assigned to People.ai, Inc.
Filed by People.ai, Inc., San Francisco, CA (US)
Filed on Jun. 14, 2023, as Appl. No. 18/209,917.
Application 18/209,917 is a division of application No. 16/882,078, filed on May 22, 2020, granted, now 11,720,546.
Claims priority of provisional application 62/851,536, filed on May 22, 2019.
Prior Publication US 2023/0325381 A1, Oct. 12, 2023
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 16/23 (2019.01); G06N 20/00 (2019.01); H04L 67/1095 (2022.01)
CPC G06F 16/2379 (2019.01) [H04L 67/1095 (2013.01); G06N 20/00 (2019.01)] 12 Claims
OG exemplary drawing
 
1. A method comprising:
accessing, by one or more processors, for an entity, a plurality of opportunity record objects of a customer relationship management (CRM) system of record, each opportunity record object of the plurality of opportunity record objects linked with one or more electronic activities having the entity as a participant and corresponding to an opportunity to be completed;
identifying, by one or more processors, for a first node profile corresponding to the entity, a plurality of candidate actions to be used for generating content items, each candidate action identified responsive to parsing one or more electronic activities or detecting an update to at least one of i) a plurality of second node profiles maintained by the one or more processors or ii) a record object corresponding to one or more systems of record;
generating, by the one or more processors and for each candidate action, an actionable score indicating a likelihood that the entity will perform the candidate action;
selecting, by the one or more processors, a first candidate action of the plurality of candidate actions based on the actionable score of the first candidate action;
generating, by the one or more processors, a content item in response to selecting the first candidate action, the content item identifying the first candidate action as a recommendation for presentation at a device of the entity; and
transmitting, by the one or more processors, the content item for presentation at the device of the entity responsive to generating the content item.