Patents by Inventor Jason Fama

Jason Fama has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Patent number: 11783246
    Abstract: A system for quickly deploying WFM systems in contact centers is provided. A user or administrator can quickly install a WFM application on a deployment server. The administrator can provide the WFM application access to the contact center data where the WFM application can import data from the contact center about one or more customers, agents, queues, teams, and any other items typically associated with contact centers. The imported data may also include presence data about the agents, teams, and customers. Based on the imported data, the WFM application may execute one or more workflows to automatically determine information such as maximum and minimum hours, break patterns, and shift data about the agents and teams.
    Type: Grant
    Filed: October 17, 2019
    Date of Patent: October 10, 2023
    Assignee: Talkdesk, Inc.
    Inventors: Richard Lawrence, Jason Fama
  • Patent number: 11699112
    Abstract: Systems and methods are disclosed for scheduling a workforce. In one embodiment, the method comprises receiving a shift activity template; receiving an association between the shift activity template and at least one worker; and scheduling a plurality of schedulable objects. The scheduling is performed in accordance with a workload forecast and schedule constraints. Each of the schedulable objects is based on the shift activity template. The shift activity template describes a worker activity performed during a shift. The template has range of start times and a variable length for the activity. The activity is associated with a queue.
    Type: Grant
    Filed: June 14, 2022
    Date of Patent: July 11, 2023
    Assignee: Verint Americas Inc.
    Inventors: Jason Fama, Michael Zeoli, Edward Hamilton
  • Patent number: 11677875
    Abstract: Disclosed implementations use automated transcription and intent detection and an AI model to evaluate interactions between an agent and a customer within a call center environment. The evaluation flow used for manual evaluations is leveraged so that the evaluators can correct the AI evaluations when appropriate. Based on such corrections, the AI model can be retrained to accommodate specifics of the business and center—resulting in more confidence in the AI model over time.
    Type: Grant
    Filed: August 16, 2021
    Date of Patent: June 13, 2023
    Assignee: Talkdesk Inc.
    Inventors: Kathy Krucek, Filipe Plàcido, Nuno Eufrasio, Rui Palma, Joao Salgado, Ben Rigby, Pedro Andrade, Jason Fama
  • Publication number: 20230007124
    Abstract: Disclosed implementations use automated transcription and intent detection and an AI model to evaluate interactions between an agent and a customer within a call center environment. The evaluation flow used for manual evaluations is leveraged so that the evaluators can correct the AI evaluations when appropriate. Based on such corrections, the AI model can be retrained to accommodate specifics of the business and center—resulting in more confidence in the AI model over time.
    Type: Application
    Filed: August 16, 2021
    Publication date: January 5, 2023
    Inventors: Kathy Krucek, Filipe Plácido, Nuno Eufrasio, Rui Palma, Joao Salgado, Ben Rigby, Pedro Andrade, Jason Fama
  • Publication number: 20230007123
    Abstract: Disclosed implementations use automated transcription and intent detection and an AI model to evaluate interactions between an agent and a customer within a call center environment. The evaluation flow used for manual evaluations is leveraged so that the evaluators can correct the AI evaluations when appropriate. Based on such corrections, the AI model can be retrained to accommodate specifics of the business and center—resulting in more confidence in the AI model over time.
    Type: Application
    Filed: July 2, 2021
    Publication date: January 5, 2023
    Inventors: Kathy Krucek, Filipe Plácido, Nuno Eufrasio, Rui Palma, Joao Salgado, Ben Rigby, Pedro Andrade, Jason Fama
  • Publication number: 20220309421
    Abstract: Systems and methods are disclosed for scheduling a workforce. In one embodiment, the method comprises receiving a shift activity template; receiving an association between the shift activity template and at least one worker; and scheduling a plurality of schedulable objects. The scheduling is performed in accordance with a workload forecast and schedule constraints. Each of the schedulable objects is based on the shift activity template. The shift activity template describes a worker activity performed during a shift. The template has range of start times and a variable length for the activity. The activity is associated with a queue.
    Type: Application
    Filed: June 14, 2022
    Publication date: September 29, 2022
    Applicant: Verint Americas Inc.
    Inventors: Jason Fama, Michael Zeoli, Edward Hamilton
  • Patent number: 11403569
    Abstract: Methods of intelligent routing of work assignment includes indexing plurality of pending tasks and indexing a plurality of available employees. A first employee is retrieved from an index of available employees. A next available task assignable to the first employee is determined. A work item from the next available task is assigned to the first employee from the available employee list. The assigned work item is removed from pending task list. The first employee is removed from the available employee list. The next employee is retrieved from the index of available employees.
    Type: Grant
    Filed: July 13, 2020
    Date of Patent: August 2, 2022
    Assignee: Verint Americas Inc.
    Inventors: Edward Hamilton, Kaushik Deka, Geoffery Chappell, Michael R. Bourke, Jason Fama
  • Patent number: 11367026
    Abstract: Systems and methods are disclosed for scheduling a workforce. In one embodiment, the method comprises receiving a shift activity template; receiving an association between the shift activity template and at least one worker; and scheduling a plurality of schedulable objects. The scheduling is performed in accordance with a workload forecast and schedule constraints. Each of the schedulable objects is based on the shift activity template. The shift activity template describes a worker activity performed during a shift. The template has range of start times and a variable length for the activity. The activity is associated with a queue.
    Type: Grant
    Filed: October 29, 2018
    Date of Patent: June 21, 2022
    Assignee: Verint Americas Inc.
    Inventors: Jason Fama, Michael Zeoli, Edward Hamilton
  • Publication number: 20210398040
    Abstract: Systems and methods are disclosed for scheduling a workforce. In one embodiment, the method comprises receiving a shift activity template; receiving an association between the shift activity template and at least one worker; and scheduling a plurality of schedulable objects. The scheduling is performed in accordance with a workload forecast and schedule constraints. Each of the schedulable objects is based on the shift activity template. The shift activity template describes a worker activity performed during a shift. The template has range of start times and a variable length for the activity. The activity is associated with a queue.
    Type: Application
    Filed: October 29, 2018
    Publication date: December 23, 2021
    Inventors: Jason Fama, Michael Zeoli, Edward Hamilton
  • Patent number: 11157856
    Abstract: A system for quickly deploying QM systems in contact centers is provided. A user or administrator can quickly install a QM application on a deployment server. The administrator can provide the QM application access to the contact center data where the QM application can import data from the contact center routing system about one or more customers, agents, queues, teams, and any other information or items typically associated with contact center routing systems. The imported data may also include presence data about the agents, teams, and customers. Based on the imported data, the QM application may execute one or more workflows to automatically determine information such as evaluation frequency and coaching frequency about the agents and teams, or to create or select quality forms to use for the evaluation one or more agents, teams, or contacts.
    Type: Grant
    Filed: October 29, 2019
    Date of Patent: October 26, 2021
    Assignee: Talkdesk, Inc.
    Inventors: Katherine Krucek, Richard Lawrence, Jason Fama
  • Publication number: 20210201245
    Abstract: A system for predicting slack periods is provided. The system predicts and detects time intervals for an entity (e.g., a contact center) where the amount of available work (e.g., call volume) is less than what can be handled by the number of employees (e.g., agents) that are scheduled to work during the time intervals. These detected intervals are referred to herein as “slack periods”. When slack periods are predicted or detected, the system encourages the employees to perform QM tasks during the slack periods and can even automatically schedule the QM tasks for the employees. To further encourage the completion of QM tasks during slack periods, the system can provide incentives for the employees to complete the QM tasks.
    Type: Application
    Filed: December 27, 2019
    Publication date: July 1, 2021
    Inventors: Katherine Krucek, Jason Fama, Richard Lawrence
  • Publication number: 20210201226
    Abstract: A system for predicting slack periods is provided. The system predicts and detects time intervals for an entity (e.g., a contact center) where the amount of available work (e.g., call volume) is less than what can be handled by the number of employees (e.g., agents) that are scheduled to work during the time intervals. These detected intervals are referred to herein as “slack periods”. When slack periods are predicted or detected, the system encourages the employees to perform QM tasks during the slack periods and can even automatically schedule the QM tasks for the employees. To further encourage the completion of QM tasks during slack periods, the system can provide incentives for the employees to complete the QM tasks.
    Type: Application
    Filed: December 30, 2019
    Publication date: July 1, 2021
    Inventors: Katherine Krucek, Jason Fama, Richard Lawrence
  • Publication number: 20210201246
    Abstract: A system for predicting slack periods is provided. The system predicts and detects time intervals for an entity (e.g., a contact center) where the amount of available work (e.g., call volume) is less than what can be handled by the number of employees (e.g., agents) that are scheduled to work during the time intervals. These detected intervals are referred to herein as “slack periods”. When slack periods are predicted or detected, the system encourages the employees to perform QM tasks during the slack periods and can even automatically schedule the QM tasks for the employees. To further encourage the completion of QM tasks during slack periods, the system can provide incentives for the employees to complete the QM tasks.
    Type: Application
    Filed: December 30, 2019
    Publication date: July 1, 2021
    Inventors: Katherine Krucek, Jason Fama, Richard Lawrence
  • Publication number: 20210158243
    Abstract: An automated WFM system is provided that automates many of the tasks that were previously handled by a user or administrator associated with the system. The system handles forecast and schedule generation, as well as employee (e.g., agent) requests automatically and without any need for input from a user or administrator. The system minimizes the need for a dedicated employee to handle WFM, and only requests input for a user or administrator as a last resort.
    Type: Application
    Filed: November 27, 2019
    Publication date: May 27, 2021
    Inventors: Jason Fama, Richard Lawrence
  • Publication number: 20210158266
    Abstract: An automated WFM system is provided that automates many of the tasks that were previously handled by a user or administrator associated with the system. The system handles forecast and schedule generation, as well as employee (e.g., agent) requests automatically and without any need for input from a user or administrator. The system minimizes the need for a dedicated employee to handle WFM, and only requests input for a user or administrator as a last resort.
    Type: Application
    Filed: November 26, 2019
    Publication date: May 27, 2021
    Inventors: Jason Fama, Richard Lawrence
  • Publication number: 20210158267
    Abstract: An automated WFM system is provided that automates many of the tasks that were previously handled by a user or administrator associated with the system. The system handles forecast and schedule generation, as well as employee (e.g., agent) requests automatically and without any need for input from a user or administrator. The system minimizes the need for a dedicated employee to handle WFM, and only requests input for a user or administrator as a last resort.
    Type: Application
    Filed: November 27, 2019
    Publication date: May 27, 2021
    Inventors: Jason Fama, Richard Lawrence
  • Patent number: 11010695
    Abstract: Methods of intelligent routing of work assignment includes indexing plurality of pending tasks and indexing a plurality of available employees. A first employee is retrieved from an index of available employees. A next available task assignable to the first employee is determined. A work item for the next available task is assigned to the first employee from the available employee list. The assigned work item is removed from pending task list. The first employee is removed from the available employee list. The next employee is retrieved from the index of available employees.
    Type: Grant
    Filed: October 14, 2019
    Date of Patent: May 18, 2021
    Assignee: Verint Americas Inc.
    Inventors: Edward Hamilton, Kaushik Deka, Geoffery Chappell, Michael R. Bourke, Jason Fama
  • Publication number: 20210142247
    Abstract: A system for predicting freelancer needs for an entity such as a contact center is provided. The system determines a residual for a queue at an interval based on the number of agents scheduled to wok during the interval, a forecast associated with the queue for the interval, and a service level goal for the interval. A residual is defined as the number of agents needed for the queue for the interval in order to meet the service goal for the interval. After determining the residual, the system can request one or more agents to work on the queue during the interval. As agents are scheduled for the queue for the interval, the residual may be recalculated to determine if additional contractor agents may be requested.
    Type: Application
    Filed: November 15, 2019
    Publication date: May 13, 2021
    Inventors: Jason Fama, Richard Lawrence, Spencer Wiedman, Tiago Paiva
  • Publication number: 20210144259
    Abstract: A system for predicting freelancer needs for an entity such as a contact center is provided. The system determines a residual for a queue at an interval based on the number of agents scheduled to wok during the interval, a forecast associated with the queue for the interval, and a service level goal for the interval. A residual is defined as the number of agents needed for the queue for the interval in order to meet the service goal for the interval. After determining the residual, the system can request one or more agents to work on the queue during the interval. As agents are scheduled for the queue for the interval, the residual may be recalculated to determine if additional contractor agents may be requested.
    Type: Application
    Filed: November 15, 2019
    Publication date: May 13, 2021
    Inventors: Jason Fama, Richard Lawrence, Spencer Wiedman, Tiago Paiva
  • Publication number: 20210142236
    Abstract: A system for predicting freelancer needs for an entity such as a contact center is provided. The system determines a residual for a queue at an interval based on the number of agents scheduled to wok during the interval, a forecast associated with the queue for the interval, and a service level goal for the interval. A residual is defined as the number of agents needed for the queue for the interval in order to meet the service goal for the interval. After determining the residual, the system can request one or more agents to work on the queue during the interval. As agents are scheduled for the queue for the interval, the residual may be recalculated to determine if additional contractor agents may be requested.
    Type: Application
    Filed: November 12, 2019
    Publication date: May 13, 2021
    Inventors: Jason Fama, Richard Lawrence, Spencer Wiedman, Tiago Paiva