Patents
US 12744848 B1: Lifecycle management for progressing user interactions via live agent and smart digital agent
- Granted
- 2026-09-22
- Filed
- 2024-11-20 application 18954297
- Type
- Utility · 20 claims
- Elsewhere
- Google Patents ↗ · USPTO patent document ↗ · USPTO Patent Center record ↗
Abstract
Aspects of the present disclosure are directed to configuring smart digital agents for interactions over a user interaction lifecycle. Organizations that provide users services can interact with these users over a variety of interactions channels. For example, audio sessions can be initiated between the users and agents of the service provider. Smart digital agents can interact with users to perform the users' requested functionality or otherwise accomplish tasks. However, at times user interactions can face challenges, for example due to a mismatch in the capabilities of the digital agent and the requirements of the user. Implementations configure smart digital agents for interactions over a user interaction lifecycle. A live agent can select the smart digital agent(s) for user interactions, select predefined workflow(s) for the interactions, and provide live agent controls that further configure the selected smart digital agent(s) in a manner that tailors functionality to the user's issue(s).
Source: PTBLXML, file of 2026-09-22 (ipgb20260922.xml).
Assignees
| Assignee | Type | Place | Also on furp.org | Source |
|---|---|---|---|---|
| United Services Automobile Association (USAA) 3,269 patents | US company or organization | San Antonio, TX | PTBLXML, file of 2026-09-22 |
Inventors
| Inventor | Place | Patents | Person page | Source |
|---|---|---|---|---|
| Oscar Roberto Tijerina | San Antonio, TX | 46 | PTBLXML, file of 2026-09-22 | |
| Edward Manuel Alonzo, III | San Antonio, TX | 15 | PTBLXML, file of 2026-09-22 | |
| Daniel Nathan Kalinoski | San Antonio, TX | 3 | PTBLXML, file of 2026-09-22 | |
| Keegan Patrick Hayes | Whitestown, IN | 18 | PTBLXML, file of 2026-09-22 | |
| Octavia Lloyd | Riverview, FL | PTBLXML, file of 2026-09-22 | ||
| Oscar Guerra | San Antonio, TX | 75 | PTBLXML, file of 2026-09-22 |
CPC categories
| Subclass | Category | First group | Source |
|---|---|---|---|
| H04M | Telephonic communication | H04M3/5191 | PTBLXML, file of 2026-09-22 |
| G10L | Speech analysis techniques or speech synthesis; speech recognition; speech or voice processing techniques; speech or audio coding or decoding | G10L15/183 | PTBLXML, file of 2026-09-22 |
| H04L | Transmission of digital information, e.g. telegraphic communication | H04L51/02 | PTBLXML, file of 2026-09-22 |
Cooperative Patent Classification, as currently assigned (one row per subclass).
Assignments and security interests
| Recorded | What | From | To | Reel/frame | Source |
|---|---|---|---|---|---|
| 2026-07-29 | Assignment Assignment of assignor's interest | UIPCO, LLC signed 2026-07-28 | UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) SAN ANTONIO, TX | 75439/624 | PASDL, file of 2026-09-24 |
| 2025-06-03 | Assignment Assignment of assignor's interest | TIJERINA, OSCAR ROBERTO signed 2023-11-15 ALONZO, EDWARD MANUEL, III signed 2023-11-13 KALINOSKI, DANIEL NATHAN signed 2023-11-14 HAYES, KEEGAN PATRICK signed 2023-11-13 LLOYD, OCTAVIA signed 2023-11-10 GUERRA, OSCAR signed 2023-11-13 | UIPCO, LLC SAN ANTONIO, TX | 71299/284 | PASDL, file of 2026-09-25 |
Documents recorded with the USPTO Assignment Recordation Branch that list this patent. A security interest is a lender’s claim on the patent as collateral; a release ends it.
USPTO bulk data: PatentsView granted patents, disambiguated (PVGPATDIS) for patents, assignees, inventors, places and CPC categories; the USPTO Patent Assignment Dataset (ECORSEXC) for assignments and security interests. Patents filed in the last 20 years. No claims or full text. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.