WO2019108682A1

WO2019108682A1 - Individualized transaction conversations

Info

Publication number: WO2019108682A1
Application number: PCT/US2018/062893
Authority: WO
Inventors: Tomás Ariel CAMPOS; Rajiv Venkataramana Appana; Tushar VAISH; Michael Scott Blandina
Original assignee: OneMarket Network LLC
Priority date: 2017-11-30
Filing date: 2018-11-28
Publication date: 2019-06-06
Also published as: AU2018374201A1; CA3083775A1

Abstract

Disclosed are examples of systems, apparatus, methods and computer program products for providing individualized transaction messages within a retailer network (100, 104). Identity information for a customer during a retailer transaction is received (202), then a database of customer profiles is accessed (204) to match (206) a customer profile with the identity information. One or more preferred messaging channels for the customer are determined (208) based on the customer profile information, and then one or more individualized transaction messages are sent (210) to the customer via the preferred messaging channels.

Description

INDIVIDUALIZED TRANSACTION CONVERSATIONS

CLAIM OF PRIORITY [0001] This application claims priority of (i) U.S. Patent Application Serial No.

15/853,559, filed December 22, 2017, entitled“TRANSACTION MESSAGES IN A RET AU ER NETWORK”, which claims priority of ET.S. Provisional Patent Application Serial No. 62/593,234, filed November 30, 2017, entitled

“TRANSACTION MESSAGES IN A RETAILER NETWORK”, and (ii) U.S. Patent Application Serial No. 15/853,561, filed December 22, 2017, entitled “INDIVIDUALIZED TRANSACTION CONVERSATIONS”, which claims priority of U.S. Provisional Patent Application Serial No. 62/593,246, filed December 1, 2017, entitled “INDIVIDUALIZED TRANSACTION

CONVERSATIONS”, which applications are herein incorporated by reference in their entirety.

FIELD OF THU TECHNOLOGY

[0002] The present invention relates to retail transactions, and more specifically to providing an individualized transaction conversation within a retailer network.

BACKGROUND

[0003] After a customer completes a purchase transaction of goods or services in a “brick and mortar” (i.e., physical location) retail store, a store employee typically provides a printed paper receipt to the customer at the point of sale (POS). The customer may also be presented with the additional or alternative option of having a digital receipt emailed to him/her. [0004] While this is a familiar process to customers, there are some limitations in the typical model of providing receipts. Customers often complain that printed receipts are not environmentally friendly, and losing receipts is a common issue. From a retailer’s perspective, the engagement with a printed receipt is very low, since customers rarely return to a receipt to inspect it or follow up on the information contained in it. Email receipts, meanwhile, are falling out of favor with younger generations that increasingly prefer messaging channels to communicate. For retailers, email receipts do not provide a way to have a two-way dialogue with a customer and keep the customer engaged, satisfied, and interested. Neither printed nor email receipts provide a way to understand the customer on an ongoing basis after the point of sale.

SUMMARY OF THU INVENTION

[0005] The following presents a simplified summary of the disclosure in order to provide a basic understanding of certain embodiments of the invention. This summary is not an extensive overview of the disclosure and it does not identify key/critical elements of the invention or delineate the scope of the invention. Its sole purpose is to present some concepts disclosed herein in a simplified form as a prelude to the more detailed description that is presented later.

[0006] In general, certain embodiments of the present invention provide mechanisms for providing an individualized transaction conversation within a retailer network. A notification of a triggering event related to a customer and one or more retailers within the retailer network is received, then a database of customer profiles is accessed to match a customer profile with customer identity information. A message type is determined based on the triggering event, and a preferred messaging channel for the customer is determined based on the customer profile information. A message template is selected based on the message type and messaging channel determined, and an individualized transaction conversation is initiated via the preferred messaging channel. A customer interaction is received, and a response to the interaction is dynamically generated based on the message template and customer profile. In some embodiments, the message is individualized based on customer profile information, customer insights inferred from the customer profile information, machine learning processes, predictive learning process and analysis, or a combination thereof.

[0007] In some embodiments, a two-way conversation between the customer and the retailer or retailer network can occur, individualized and based on the transaction, messaging channel, customer profile, customer insights, and other relevant data within the retailer network. In some embodiments, as the insight and understanding into a customer accrue from conversation history, messaging, interactions, transactions, inferred insights, and more, the conversation can be further individualized to suit a customer’s needs and market more efficiently to the customer. In some embodiments, the process of individualized transaction messages or conversations being initiated with the customer after a transaction is performed in real time or substantially real time, effectively allowing for communication immediately or nearly immediately after a transaction is completed.

[0008] These and other features of the present invention will be presented in more detail in the following specification of certain embodiments of the invention and the accompanying figures which illustrate by way of example the principles of the invention.

BRIEF DESCRIPTION OF THE DRAWINGS

[0009] The included drawings are for illustrative purposes and serve only to provide examples of possible structures and operations for the disclosed inventive systems, apparatus, methods and computer program products for providing an individualized transaction conversation within a retailer network. These drawings in no way limit any changes in form and detail that may be made by one skilled in the art without departing from the spirit and scope of the disclosed implementations.

[0010] Figure 1A shows an example of a system for providing an individualized transaction conversation within a retailer network, in accordance with some implementations.

[0011] Figure 1B shows an example of a system for providing an individualized transaction conversation within a retailer network, in accordance with some implementations.

[0012] Figure 2 shows a flowchart of an example of a method for providing transaction messages within a retailer network, performed in accordance with some implementations.

[0013] Figure 3 shows a flowchart of an example of a method for providing an individualized transaction conversation within a retailer network, performed in accordance with some implementations.

[0014] Figure 4 shows a flowchart of an example of a method for providing transaction messages within a retailer network, in accordance with some implementations

[0015] Figure 5A illustrates an initial product query screenshot, in accordance with some implementations.

[0016] Figure 5B illustrates an example screenshot that includes product purchase information, in accordance with some implementations

[0017] Figure 5C illustrates an example screenshot of additional product details that are presented to the customer, in accordance with some implementations. [0018] Figure 5D illustrates an options screenshot for presenting additional content, in accordance with some implementations.

[0019] Figure 6 illustrates the training of a predictive model for providing an individualized transaction conversation within a retailer network, in accordance with some implementations.

[0020] Figure 7 illustrates an example of a server, configured in accordance with one or more embodiments.

PET ATT, ED DESCRIPTION OF TU I SPECIFIC EMBODIMENTS

[0021] In the following description, numerous specific details are set forth in order to provide a thorough understanding of the present invention. The present invention may be practiced without some or all of these specific details. In other instances, well known process operations have not been described in detail to not unnecessarily obscure the present invention. While the invention will be described in conjunction with the specific embodiments, it will be understood that it is not intended to limit the invention to the embodiments.

[0022] For every transaction, a digital receipt is offered to the customer. If selected as an option, the digital receipt is sent electronically via email to the customer, along with additional content. Although this type of receipt can work well with some customers, the burden of accessing the receipt is on the customer. That is, the customer must remember to access her email and then open the digital receipt, as well as maintaining a copy of such receipt for later use, such as a product return or a question about a product.

[0023] Certain embodiments of the present invention automatically provide digital receipts for purchased goods, or other content related to customers, potential customers, transactions, retailers, or products within the retailer network, through a diverse set of messenger channels so that a customer can access the digital receipts and additional content through her preferred channel or even different preferred channels at different times. For instance, cross-channel mechanisms provide access to digital receipts and their associated additional content through messenger channels, such as SMS, Whatsapp, Messenger, WeChat, QQ, Snapchat, Fiber, Line, Telegram, Tango, Kik, etc. Said in another way, context around digital receipt use is maintained and available across multiple messaging channels.

[0024] Certain embodiments of the present invention dynamically determine how to provide individualized transaction messages and individualized transaction conversations depending on the message type, messaging channel, and other relevant data. Each of the messenger channels is different, and contains a different set of rules for how to provide an acceptable conversation. For example, the particular rules for Facebook Messenger, which provides a sandbox for developers, but limits the number of messages that can be sent, necessitates throttling the number of messages within a conversation. Meanwhile, SMS has a relatively limited set of tools for crafting messages, and shortening URLS and other tricks are preferred or expected by users. Thus, some embodiments of the invention provide for messaging templates for different content depending on which channel is determined to be preferred for the customer.

[0025] Figure 1A shows an example of a system for providing an individualized transaction conversation within a retailer network, in accordance with some implementations. The system in Figure 1A includes a variety of different hardware and/or software components which are in communication with each other. The non limiting example of Figure 1A includes at least one retailer network server 104, at least one client system 108, at least one retailer database 112, and at least one customer profile database 122.

[0026] Retailer database 112 is a database that stores and maintains data pertaining to a plurality of retailers within a retailer network. In some implementations, the retailer database 112 is a multi-tenant database or other non-relational database management system. This database can include one or more records for each of a plurality of retailers within a retailer network. In some implementations, the database can include one or more shared tables, in which multiple retailers have records in the same table, and share many of the same standard objects and columns for their records.

[0027] Customer Profile Database 122 is a database that stores and maintains customer profiles. In some implementations, the customer profile database 122 may be a single customer profile database shared by retailers within the retailer network. In some implementations, various permissions are placed within the Customer Profile Database 122 such that limited views of the information are provided depending on the retailers’ access permissions for tables and fields.

[0028] Retailer network server 104 may communicate with other components of the system. This communication may be facilitated through a combination of networks and interfaces. Retailer network server 104 may handle and process data requests from the client system 108. Likewise, retailer network server 104 may return a response to client system 108 after a data request has been processed. For example, retailer network server 104 may retrieve data from one or more databases, such as the retailer database 112 or the customer profile database 122. It may combine some or all of the data from different databases, and send the processed data to client system 108.

[0029] Client system 108 may be a computing device capable of communicating via one or more data networks with a server. Examples of client system 108 include a desktop computer or portable electronic device such as a smartphone, a tablet, a laptop, a wearable device, an optical head-mounted display (OHMD) device, a smart watch, etc. Client system 108 includes at least one browser in which applications may be deployed.

[0030] Figure 1B shows an example of a system 100 for providing an individualized transaction conversation within a retailer network, in accordance with some implementations. In some implementations, system 100 may represent a retailer network. In some implementations, a retailer network may be maintained and operated by a retail solutions provider. For example, a single retail solutions provider may offer a central hub for retailers to offer goods and services in a physical space, such as a mall. In some implementations, such a central hub can be a physical space, online marketplace, a mobile application, a sales cloud service, or any other physical or non-physical hub for retailers to be grouped under. A retailer network may offer centralized services, marketing data, customer-facing storefronts, exchanges between retailers, and other services for retailers and their customers.

[0031] Retailer Engine 110 is an engine for providing services that a retailer uses to interact within the retailer network or system 100. In some implementations, Retailer Engine 110 provides a complete set of services for retailers. In some implementations, retailer services may include services relating to or facilitating Point of Sale (POS) transactions, online retail services for customers, marketing campaigns, customer profiles, customer data analytics, and more. In some implementations, retailer engine 110 handles connectivity to retailers and retailer systems, including authentication of retailers within system 100. In some implementations, retailer engine 110 interfaces with message creation or conversation creation components of system 100 in order to deliver information and services relating to retailers, transactions, products, and more.

[0032] Retailer Database 112 is a database within the retailer network of some or all of the retailers within the retailer network. The Retailer Database 112 stores retailer information, retailer metadata, information about the financial or other aspects of the retailer with respect to the retailer network, and any other information relating to retailers within the retailer network. In some implementations, the retailer database 112 stores information relating to product configurations, inventory, and/or product data for one or more retailers.

[0033] Transaction Engine 114 is an engine that facilitates the transaction between a customer and a retailer. Customers may be shoppers who have purchased goods or services from the retailer or are about to purchase goods or services from the retailer, or have otherwise used or entered into a relationship with the retailer. Customers within the retailer network may potentially be customers of more than one retailer in the network. For example, a customer Mark might shop at one retailer for shoes, then go to a different retailer in the same retailer network for jeans. Each transaction with the retailer is facilitated by the Transaction Engine 114. In some implementations, the Transaction Engine 114 provides services for POS transactions, online transactions, credit card authorization and management, and otherwise facilitates the completion of transactions. In some implementations, system 100 stores transaction information, including any transaction updates or history that is received from or processed within the Retailer Engine. The Transaction Engine interfaces with the Retailer Engine 110 to receive data on retailers, products, and customers for processing the transactions.

[0034] Receipt Engine 116 is an engine of system 100 that generates and retrieves receipt information for customers who have completed transactions, and adds functionality to receipts in various ways. In some implementations, the retailer creates a receipt based on a transaction independently of the retailer network or system 100, and receipt engine 116 then recreates the receipt within a format compatible with the retailer network and its processes. Receipt engine 116 recreates the receipt with functionality and aspects that enable it to be understood by other components of system 100, and allows it to be passed on in various ways to others parts of system 100 and to customers in messages and/or conversations. In some implementations, receipts may be generated automatically. For example, automatic expense generation processes may automatically generate receipts in a number of ways. In some implementations, the receipts are generated in such a way that they are presentable to customers. When interfacing together, the Receipt Engine 116 and the Transaction Engine 114 allow for the creation and lifecycle management of orders. In some implementations, the Receipt Engine 116 is configured to create and receive receipts as well as send receipt events, including triggering events for other parts of the system 100, to deliver receipts to customers.

[0035] Customer Profile Engine 120 allows for storage, retrieval, and processing of customer profiles within the retailer network. In some implementations, customer profiles capture a partial or full view of a customer from multiple angles within the retailer network. In some implementations, portions of customer profiles or complete customer profiles are viewable by certain retailers in the retailer network, or all of the retailers in the retailer network. In some implementations, some or all of customer profiles can be shared among retailers, and the captured data from transactions and other pieces of customer data or knowledge can be used for each retailer in the network to gain a better understanding of the customer and use that understanding to provide more customized services for the customer. In some implementations, a customer profile may contain data such as customer metadata, information about the devices that a customer is using or has used, explicit customer preferences, implicit customer preferences or customer insights inferred from data within the retailer network, information about the messaging channels the customer prefers or has used before, and more.

[0036] Customer Profile Database 122 is a database that stores and maintains customer profiles. Customer Profile Engine 120 stores customer profiles and customer information within the Customer Profile Database 122, and retrieves information from the database as well. In some implementations, the customer database may be a single retailer database shared by retailers within the retailer network. In some implementations, various permissions are placed within the Customer Profile Database 122 such that limited views of the information are provided depending on the retailers’ access permissions for tables and fields.

[0037] Conversation Engine 130 allows for the creation, processing, and analysis of individualized transaction conversations within the system 100. Individualized transaction conversations are conversations between one or more customers and one or more retailers, one or more customers and the retailer network provider, or some other such combination resulting in a conversation between any entities or agents of the retail network and one or more customers. In varying embodiments, the conversations are individualized such that they are tailored to the customer or customers’ profile data, including the customer’s preferences, needs, historical behavior from past transactions or conversations, the customer’s interactions with retailers or retailer networks in the past, user device information, preferred messaging channels, and more. The Conversation Engine 130 interfaces with the Customer Profile Engine 120 to retrieve and process customer profile data, in order to individualize and tailor the conversation to a particular customer or customers. In some implementations, the Conversation Engine 130 selects a messaging template from the Template Database 132. In some implementations, messaging templates are templates that can be selected based on preferred messaging channel, user device currently being used, type of message being prepared for the customer, and more. In some implementations, the Conversation Engine 130 is configured to wait for and receive interactions from the customer within the conversation, then respond accordingly. In some implementations, interactions may include responding back by text, voice, or other means of communication, clicking on buttons, hovering on one or more items within the content of the conversation, or simply doing nothing for a period of time. In some implementations, responses may be dynamically generated based on the context of the conversation, the interaction being responded to, inferring one or more pieces of data about the customer’s needs based on the customer profile, or any other relevant info relating to the conversation and the customer. For example, the Conversation Engine 130 may retrieve a customer profile showing that the customer does not like to be contacted more than once a day. Accordingly, the engine may opt to not respond to the interaction, but may rather wait until the next day to respond. In another example, the user may reply to a receipt asking for the expected date of delivery, and the Conversation Engine 130 can retrieve such data from the Transaction Engine 114 or Receipt Engine 116, then respond to the customer accordingly. Several other possibilities for responding to interactions can be contemplated. The Conversation Engine 130 also interfaces with a Messaging Engine 140, which generates and sends the individualized transaction messages that can begin a particular conversation with a customer, and a Natural Language Processing Engine 134, which parses user interactions and messages, analyzes them for meaning, intent, entities, attributes, and/or context, and sends information to the Conversation Engine 130 for generating responses and future conversations.

[0038] The Machine Learning and Predictive Engine 150 facilitates machine learning and predictive analysis within the system 100 for various processes, including customer insights and preferences, how to generate individualized transaction messages and responses to interactions, and more. In some implementations, the engine predicts customer behavior or preferences based on historical data about the customer and/or other customers within the retailer network. Machine learning and predictive processes are discussed further below.

[0039] Figure 2 shows a flowchart of an example of a method 200 for providing transaction messages within a retailer network, performed in accordance with some implementations. Method 200 and other methods described herein may be implemented using system 100 of Figure 1B, although the implementations of such methods are not limited to system 100.

[0040] At block 202, system 100 receives identity information for a customer captured during a transaction. In some implementations, the transaction is between a customer and a retailer within the retailer network. In some implementations, this identity information is captured during a POS at a physical retailer space, while in other implementations, the identity information is captured via forms during an online transaction process. Identity information may include, for example, the customer’s phone number, full name, address, credit card or payment information, age, gender, income, purchasing preferences, and preferred methods of messaging or communication.

[0041] At block 204, system 100 accesses a database of customer profiles. In some implementations, each customer profile is associated with one or more retailers in the retailer network. In some implementations, the database is the Customer Profile Database 122. The customer profile may contain any amount of a wide variety of customer information, including, for example, customer metadata, user devices currently or historically used, past purchasing history, customer demographic market, family information, customer insights inferred from other data, predictive information about the customer, locations the customer has visited, social media presences of the customer, and social graphs for the customer. In some implementations, customer profile information is stored in the database only if the customer grants permission.

[0042] At block 206, system 100 matches the identity information for the customer with at least one customer profile from the database. For example, the only identity information about the customer gained during the transaction may have been a customer phone number. System 100 matches the phone number with a customer profile with the same phone number. In some implementations, more than one customer profile may be matched with the identity information, each containing some overlapping content (for example, the multiple customer profiles may contain the same phone number but different email addresses or different names.) In some implementations, upon matching the identity information with a customer profile, system 100 links the identities, i.e. the identity information and the customer profile. In this way, a unified customer profile, or unified identity, can gradually emerge over time based on one or more transactions with retailers and additional information captured about the customer. In some implementations, once the identities are linked, system 100 can further make inferences based on the unified identity, including potentially predictive analysis and/or machine learning via the machine learning and predictive engine 150. In some implementations, various user IDs associated with the customer are federated into the customer profile, thus creating a federated customer profile and allowing several different identities from different transactions and retailers to link together to form a single, unified customer profile. In some implementations, a federated customer profile may contain information relating to one or more of: the retailer, one or more additional retailers, the transaction, one or more additional transactions, and one or more messaging channels. In some implementations, a federated customer profile can contain one or more pieces of information outside of the retailer network, such as an email address that hasn’t been used within the retailer network.

[0043] At block 208, system 100 determines one or more preferred messaging channels associated with the customer. In some implementations, the preferred messaging channel or channels may be explicitly given by a customer, or explicitly appear in a customer profile or customer interaction. In some implementations, the preferred messaging channels may be implicitly determined rather than explicit. In some implementations, the preferred messaging channels are determined from the customer profile. For example, a customer may have indicated in a feedback form that the customer prefers phone and Facebook Messenger to other messaging channels. System 100 then infers which of the two options is the user’s current preferred messaging channel, or infers that a combination of both are preferred, based on other pieces of customer profile info, such as which of the two options the user has historically used more often, or used more recently.

[0044] In some implementations, system 100 determines customer messaging interest and/or a messaging frequency for the customer based on the customer profile and one or more predictive learning processes. For example, given previous data about customer interests within the retailer network, system 100 may run predictive learning processes on the previous data in order to predict whether the current customer is interested in receiving a message for this particular message type, transaction, and possibly other situational criteria. If system 100 predicts that the customer is not interested in receiving a message, then it may opt to not send a message and update one or more customer insights within the customer profile regarding customer message interest. Similarly, system 100 can determine the messaging frequency, i.e. how often system 100 should send messages to the customer, based on predictive learning processes. If the customer doesn’t like receiving too many messages in a given period of time, then system 100 can tailor the conversation to spread out messages or omit messages that are less important.

[0045] At block 210, system 100 sends one or more individualized transaction messages to the customer via the preferred messaging channels. In some implementations, multiple individualized transaction messages may be sent to the customer simultaneously, near-simultaneously, or successively in a single session. In some implementations, one or more individualized transaction messages are sent to multiple customers at once. In some implementations, the individualized transaction messages are related to the transaction, and are tailored and dynamically generated for the customer based on the customer’s preferences and/or customer insights inferred from the customer profile information. In some implementations, one or more customer insights are generated for the customer based on the identity information for the customer, the retailer, and one or more pieces of data related to the transaction. The individualized transaction message or messages are then generated dynamically based on the generated customer insights. For example, system 100 may generate customer insights that the customer likes to shop for children’s clothes at a particular children’s clothing store on Sundays, and may tailor an individualized transaction message about children’s clothing to appear on Saturday nights, when the customer may be preparing to shop for clothes. Furthermore, the system 100 may infer from the size and style of the products purchased in the past that the customer is buying the clothes for his daughter, age 8- 10, and tailor the conversation accordingly.

[0046] In some implementations, an individualized transaction message can be a digital receipt for the transaction. In some implementations, the individualized transaction messages include selectable content that initiates, upon selection, an additional interactive process with the customer that is related to the transaction. Some examples include forms, fields, action buttons, links, and radio buttons. In some implementations, system 100 initiates the communication according to an Application Programming Interface (API) for the messaging channel, or capabilities stipulated elsewhere for the messaging channel. The method 200 of providing an individualized transaction message ends at block 212.

[0047] Figure 3 shows a flowchart of an example of a method 300 for providing an individualized transaction conversation within a retailer network, performed in accordance with some implementations. Method 300 and other methods described herein may be implemented using system 100 of Figure 1B, although the implementations of such methods are not limited to system 100.

[0048] At block 302, system 100 receives a notification of a triggering event. In some implementations, the triggering event is related to a customer and one or more retailers within the retailer network. A triggering event is some event that triggers the possibility of sending a message to or initiating a conversation with a customer within the retailer network. Examples of triggering events may include a completed transaction, which triggers the possibility of sending a digital receipt for the transaction to the customer; the delivery of an item, which triggers the possibility of sending a delivery notification to the customer about the item; or the occurrence of a two-week date since an item was delivered to the customer, which triggers the possibility of sending a feedback request to the user regarding whether the user liked the product. In some implementations, the triggering event can be sent from a chatbot, a retailer, a third party outside of the retailer network, or other source. In some implementations, notifications for triggering events can be sent from multiple sources at once, or multiple triggering events can be combined from one or more sources into a single notification. In some implementations, system 100 actively listens for notifications and triggering events or toggles between an active listening mode and a mode that disables listening based on various situations.

[0049] At block 304, system 100 access a database of customer profiles. In some implementations, each customer profile is associated with one or more retailers in the retailer network. In some implementations, the database is the Customer Profile Database 122. The customer profile may contain any amount of a wide variety of customer information, including, for example, customer metadata, user devices currently or historically used, past purchasing history, customer demographic market, customer insights inferred from other data, predictive information about the customer, and social media presences of the customer. In some implementations, customer profile information is stored in the database only if the customer grants permission.

[0050] At block 306, system 100 matches the customer with at least one customer profile from the database. For example, identity information about the customer may have been captured during a transaction with a retailer, such as a customer phone number. System 100 matches the phone number with a customer profile with the same phone number. In some implementations, upon matching the identity information with a customer profile, system 100 system 100 links the identities, i.e. the identity information and the customer profile. In this way, a unified customer profile, or unified identity, can gradually emerge over time based on one or more transactions with retailers and additional information captured about the customer. In some implementations, once the identities are linked, system 100 can further make inferences based on the unified identity, including potentially predictive analysis and/or machine learning via the machine learning and predictive engine 150. In some implementations, various user IDs associated with the customer are federated into the customer profile, thus creating a federated customer profile and allowing several different identities from different transactions and retailers to link together to form a single, unified customer profile. In some implementations, a federated customer profile may contain information relating to one or more of: the retailer, one or more additional retailers, the transaction, one or more additional transactions, and one or more messaging channels. In some implementations, a federated customer profile can contain one or more pieces of information outside of the retailer network, such as an email address that hasn’t been used within the retailer network.

[0051] At block 308, system 100 determines a message type based at least on the triggering event. Message types correspond to messages that the system might send to the user in various situations. In some implementations, message types can include, for example, digital receipts, feedback requests, deals, retailer information, product information, customer information, concierge services, tracking information, returns and exchanges, related products, recommendations, and additional content about products, services, transactions, retailers, or the retailer network. Messages may also relate to allowing the customer to join an online community for fostering communication about the product or related topics, such as offering membership to a Facebook group dedicated to a trending style movement to a customer who has purchased a trending piece of clothing. In some implementations, system 100 determines a response type or interaction type instead of or in addition to the message type. For example, the response type may be determined based on a customer initiating a response to a message, indicating that she wishes to have a video about a product sent to her phone. System 100 then determines the response type based on the intent of the customer to have a video sent to her, formatted for a specific device and/or message channel.

[0052] At block 310, system 100 determines a preferred messaging channel associated with the customer. In some implementations, the preferred messaging channel is determined from the customer profile. For example, a customer may have indicated in a feedback form that the customer prefers phone and Facebook Messenger to other messaging channels. System 100 then infers which of the two options is the user’s current preferred messaging channel based on other pieces of customer profile info, such as which of the two options the user has historically used more often, or used more recently.

[0053] At block 312, system 100 selects a message template based on at least the message type and message channel. In some implementations, the message template is selected from a list of message templates, such as the templates located within Template Database 132. In some implementations, the message template relates to instructions, steps, or rules associated with the determined message type and the determined messaging channel. For example, the Facebook Messenger API, or capabilities stipulated elsewhere for the Facebook Messenger, may determine that there is a limit to the number of messages that system 100 should send to customers within the Facebook Messenger messaging channel. Accordingly, the message template may stipulate that no more than X number of messages may be sent per day to a customer. In some implementations, the message template contains particular formatting and content that determines how a message is presented to a user. For instance, different templates may be associated with different users, resulting in different content and/or formatting being presented to different users for the same type of transaction. In some implementations, system 100 selects a message template further based on a customer profile, identity, persona, or customer insights. In some implementations, selecting a message template includes determining whether to send a detailed message or a simple message. This determination can be based on explicitly defined preferences or customer interactions, or implicitly inferred through customer preferences, the customer profile, customer insights, message history, and/or customer interactions.

[0054] At block 314, system 100 initiates an individualized transaction conversation with the customer. In some implementations, system 100 initiates the conversation according to the message template. In some implementations, system 100 initiates the conversation according to the triggering event. An individualized transaction conversation constitutes one or more messages involving a customer via a two-way messaging channel. In some implementations, the conversation takes the form of a series of messages between a retailer or retailer network and the customer, in which the customer interacts or responds to individualized transaction messages or responses from the retailer or retailer network, in a back-and-forth exchange. In some implementations, initiating the conversation includes initializing and sending a message via the determined preferred messaging channel.

[0055] At block 316, system 100 receives an interaction from the customer. In some implementations, the interaction can include a response via the messaging channel, a lack of response for a period of time, closing the messenger window or shutting down the application, clicking on one or more links within the messaging channel, requesting a move from one channel to another, or any other conceivable response within the individualized transaction conversation. [0056] In some implementations, system 100 updates or adds one or more customer insights within the customer profile based on the interaction from the customer. In some implementations, such customer insights are related to at least one of previous customer transactions, previous conversations with the customer, and previous interactions from the customer. In some implementations, historical data and records of customer activity, purchases, interactions, and other customer info can be retrieved from the Customer Profile Database 122 and used to infer customer insights. Customer insights can then be used to dynamically generate conversations that are more closely tailored to those customer insights specific to the individual customer.

[0057] In some implementations, the interaction from the customer includes a request for content. The content can be media, such as video or audio; a digital receipt, or an answer to a technical support question; a generalized question about the product; links for further research about the product; or other content related to the transaction, product, retailer, or retailer network. In some implementations, the requested content is determined by system 100 to be undeliverable to the customer via the preferred messaging channel. This may be due to the user requesting video content while communicating over the phone, for example, or due to the user requesting live streaming audio over SMS. In some embodiments, the system 100 determines an additional messaging channel based at least on the customer profile information, the type of requested content, and a list of platforms the customer has access to. In some implementations, the customer profile information may provide one or more customer insights into a preferred second messaging channel among the available channels, or system 100 may generate new customer insights on this in real time in order to determine the additional messaging channel. System 100 then provides the requested content to the customer via the additional messaging channel, either through continuing the conversational session on the new channel, or beginning a new session.

[0058] At block 318, system 100 dynamically generates a response to the interaction. In some implementations, the response is dynamically generated based on one or more predictions from customer profile info, based on predictive learning processes. In some implementations, system 100 determines whether or not to dynamically generate the response based on information about the customer in the customer profile. In some implementations, machine learning processes are executed based on information about the customer, transaction, retailer, or other aspect of the retailer network in order to dynamically generate the response to the interaction. In some implementations, the individualized transaction conversation can continue with interactions and responses until the customer terminates the conversation or indicates a desire to terminate the conversation, or system 100 determines that the conversation does not need a reply, or system 100 terminates the conversation.

[0059] In some implementations, system 100 provides for the branching of conversations based on the inputs or interactions with the customer. System 100 determines or infers elements of the conversation relating to the order or flow of the conversation, then dynamically responds to the customer based on this order. The order or flow of the conversation can be based on partial information. In some cases, system 100 may change course and modify the branching and order of the conversation at a later point in the conversation based on additional information.

[0060] Figure 4 shows a flowchart of an example of a method 400 for providing transaction messages within a retailer network, in accordance with some implementations. At block 410, a retailer within the retailer network creates an order within the system relating to a customer and a transaction. At block 420, the Retailer Engine 110, or Retailer Service herein, accesses the Customer Profile Database 122 and matches the customer information to one or more customer profiles in the database, then sends the information to the Transaction Engine 114, or Order Service herein. At block 430, the Receipt Engine 116, or Receipt Service herein, determines whether a match was found for a customer profile, then generates a receipt for the transaction. At block 440, if a match for the profile was found, then the Messaging Engine 140 and Conversation Engine 130, or Messaging Service herein, determine a preferred message channel from the customer profile information, then the Receipt Engine 116 sends the receipt to the Messaging Engine 140 and Conversation Engine 130. From there, at Block 450, the Messaging Engine 140 and Conversation Engine 130 initiate a conversation on the preferred messaging channel and send the receipt via an individualized transaction message to the customer. The conversation content and timing may also depend on the particular template that is associated with the particular user for the transaction. That is, different users may experience different conversation flows for the same transaction type.

[0061] Figure 5A illustrates an initial product query screenshot 500a that is presented to a customer Sandy after she asks her digital assistant for further information pertaining to a particular transaction, in accordance with one example implementation of the present invention. In this example, Sandy has purchased an item from Appana Apparel, and she has requested to see a receipt for such purchased item. This initial request triggers a conversation with respect to her purchased item. Via the digital assistant, Sandy can also choose to continue various aspects of the conversation about the Appana Apparel item on various platforms, such as Facebook Messenger, Google Home, or telephone call.

[0062] Upon initiation (or continuation) of a conversation pertaining to the purchased item, Sandy may be presented with any suitable type of information to enhance her experience with respect to the purchased item. Figure 5B illustrates an example screenshot 500b that includes product purchase information 502 and a simple“Options” button 504 for selecting additional content, including interactive processes, which relate to the particular purchased product. In this example, the product purchase information 502 is presented in a simplified manner for presentation through Sandy’s digital assistant application interface on her cellphone. In general, the product purchase information may be tailored to the particular messaging channel, user device, and customer preference. In this example, the presented product purchase information 502 includes a thumbnail picture of the purchased product (Venture Waterproof Jacket-Northface), payment type (Visa), and shipping address (710 Steiner Street, San Francisco), and purchase price ($108.16).

[0063] Any suitable options may be presented if the user selects the options button 504, and such presentation format and content may also be based on various factors, such as particular messaging channel, user device, and customer preference. Figure 5C illustrates an example screenshot 502c of additional product details that are presented to the customer upon selection of the options button 504. Such product details, of course, provide more information than the initial screenshot for such transaction. As shown, Sandy can see purchase date, taxes paid, and product price. This detailed product information may have also been presented in the initial transaction screenshot, for example, if suitable for the particular messaging channel (e.g., in an email).

[0064] Figure 5D illustrates an options screenshot 502d for presenting additional content, including interactive content that relates to the transaction or product. As shown, example transaction options may include a video 5l0a for learning more about the product, tracking 510b of a product shipment, and personalized offers 5l0c that may be determined based on the current product purchase, as well as previous purchases through the retail network. Other options 5l0d may also be accessible.

[0065] Figure 6 illustrates the training of a predictive model 621 for providing transaction messages in a retailer network, in accordance with some implementations. In some implementations, the method of Figure 6 can be used by the system 100 to train the machine learning and predictive engine 150 illustrated in Figure 1B. In some implementations, the data in retailer database 112, customer profile database 122, or both may be used as training data for the predictive model 621.

[0066] In Figure 6, system 100 generates attribute sets for customers or client devices associated with customers. The characteristics of customers are represented by the attribute sets. An attribute set includes parameters extracted from affinity data and user attributes obtained by one or more retailers in the retailer network. In some implementations, parameters may be extracted from customer profiles in the customer profile database 122, data from the retailer database 112, customer insights inferred from one or more pieces of customer data, client device information, customer preferences, or any other aspect of information or metadata relating to customers within system 100. The more extensive the parameters used in an attribute set, the more predictive power the resulting predictive model 621 has.

[0067] In some implementations, system 100 also generates location patterns 641 from physical sites associated with the retailer network or retailers, such as sequences of locations in areas within the physical site, dwell times in areas, number of separate visits to the areas, pairs of first and last visited areas in each trip to the physical site, etc.

[0068] In some implementations, the attribute sets 651 of customers, and potentially their location patterns 641, are connected to the observed item-related activities 653 as the training targets. Examples of observed item-related activities 653 may include items purchased (which may be purchased online, in retail stores, at physical sites, or other locations), or responses to individualized transaction messages announcing or recommending products. A positive response may be indicated by a trip to a location of a recommended product, a purchase transaction of an announced product, an interaction inquiring about further information relating to an announced or recommended product, a user selection of a link in a message related to a product, a user search of the announced product following an announcement, or the playback of a video featuring a recommended item, for example.

[0069] System 100 applies the attribute sets 651 of customers, and potentially their location patterns 641, to the predictive model 621 to generate the predicted item- related activities 655, and then computes the statistical prediction error 657 from the difference between the observed item-related activities 653 and the predicted item- related activities 655. In some implementations, one or more machine learning algorithms 659 are applied to train the predictive model 621 to reduce the statistical prediction error 657 or reduce another measurement of prediction errors.

[0070] In some implementations, attribute sets 651 are used to predict products of interest, including products that retailers may wish to recommend to customers or potential customers. In some implementations, location patterns 641 are used to predict areas of interest. The system 100 then ranks the items of interest in view of areas of interest where the items are available. For example, an item of interest that is on a predicted path of a mobile device in a physical location can be provided with a ranking score that is higher than a different item of interest that is away from the predicted path of the mobile device in the physical location. In some implementations, one or more highest ranking items can be selected for generating transaction messages. The transmissions of the messages can be timed according to the current location of the user or predicted future location of the user, such that the messages are relevant to the locations and areas that the user is likely to visit soon (e.g., without significant deviation from a predicted path of the user.)

[0071] System 100 digitizes physical and non-physical interactions of the user, both in physical locations and in online marketplaces or other online locations, by stitching together behavioral and transaction data of the users, and connecting that information to a digital persona for a personalized information service, such as a targeted offer or navigational guidance. System 100 can direct the user to physical or online locations of products based on the preferences and/or affinity of the user to retailers, products, physical sites, and items purchased in the past by users having attributes and/or location patterns similar to those of the user.

[0072] For example, in various implementations, system 100 can acquire: user information from large audience data providers; geo-location, demographic, and/or behavioral data of the users; SKU-level data of items purchased by users, such as from various points of sales; and loyalty program information of the users. System 100 can select, for example, advertisements, offers, or coupons to push to the user, based on predicting: what the user will purchase; what offers will or will not resonate; price sensitivity of the user; how much a user is likely to spend when using loyalty points; what life events are likely to occur; a lifetime value of the user; and/or what types of retailers will drive the most footfall and spending within a physical site such as a mall.

[0073] In one example, Sumi is an eighteen-year-old student shopping for the new semester. She browses jeans online at home, walks along Market Street, and visits the physical stores of retailers Nordstrom and Macy’s. She uses a mobile application for social networking installed on her mobile device to send pictures of jeans to friends.

[0074] The retailer network server 104 tracks the demographics and/or psychographics attributes of Sumi, the geo-locations of Sumi, her online browsing activities, and/or offline shopping histories to infer her preferences and customer insights regarding her behavior and future behavior. For example, after obtaining her permission, the retailer network server 104 tracks cookies on websites to build an online behavior profile for Sumi which is matched to an advertising ID of Sumi’s mobile devices. Geo-aware retailers and/or the retailer network, also obtaining her permission, track the locations of Sumi via GPS using their Software Development Kit (SDK) embedded in mobile applications running in Sumi’s mobile devices. The retailer network server 104 and/or system 100 link one or more pieces of personally identifying information of Sumi, such as an email address, to a complete profile of Sumi, purchase history of Sumi, and loyalty data provided by retailers to the information server. For example, Sumi’s profile may indicate that Sumi has bought clothes in the past from retailer Nordstrom in a San Francisco mall, since the information server has obtained the purchase information from the store and added her purchase data into her profile.

[0075] Based on the available information about Sumi, the system 100 infers her intent to purchase the latest jeans and back-to-school supplies, and predicts that she will respond to a 10% discount. At her next visit to one of Nordstrom’s physical locations or to the Nordstrom web site, system 100 identifies and delivers a real time offer of the store to her mobile device. For example, Sumi gets an advertisement via the mobile application for social networking running in her mobile device, where the advertisement offers 10% off True Religion jeans at Nordstrom for the next hour. She buys jeans and a t-shirt, and system 100 stores her response and purchase data in the customer profile database 122, which can be used to train the predictive model 621 in predicting the response of similar users to similar advertisements. [0076] Figure 7 illustrates one example of a server. According to particular embodiments, a system 1100 suitable for implementing particular embodiments of the present invention includes a processor 1201, a memory 1203, an interface 1211, and a bus 1215 (e.g., a PCI bus or other interconnection fabric) and operates as a counter node, aggregator node, calling service, zookeeper, or any other device or service described herein. Various specially configured devices can also be used in place of a processor 1201 or in addition to processor 1201. The interface 1211 is typically configured to send and receive data packets over a network.

[0077] Particular examples of interfaces supported include Ethernet interfaces, frame relay interfaces, cable interfaces, DSL interfaces, token ring interfaces, and the like. In addition, various very high-speed interfaces may be provided such as fast Ethernet interfaces, Gigabit Ethernet interfaces, ATM interfaces, HSSI interfaces, POS interfaces, FDDI interfaces and the like. Generally, these interfaces may include ports appropriate for communication with the appropriate media. In some cases, they may also include an independent processor and, in some instances, volatile RAM. Although a particular server is described, it should be recognized that a variety of alternative configurations are possible.

[0078] Because such information and program instructions may be employed to implement the systems/methods described herein, the present invention relates to machine readable storage media that include program instructions, state information, etc. for performing various operations described herein. Examples of machine- readable storage media include, but are not limited to, magnetic media such as hard disks, floppy disks, and magnetic tape; optical media such as CD-ROM disks; magneto-optical media such as floptical disks; and hardware devices that are specially configured to store and perform program instructions, such as ROM and RAM. Examples of program instructions include both machine code, such as produced by a compiler, and files containing higher level code that may be executed by the computer using an interpreter.

[0079] Although the foregoing invention has been described in some detail for purposes of clarity of understanding, it will be apparent that certain changes and modifications may be practiced within the scope of the appended claims. Therefore, the present embodiments are to be considered as illustrative and not restrictive and the invention is not to be limited to the details given herein, but may be modified within the scope and equivalents of the appended claims.

Claims

CLAIMS What is claimed is:

1. A method for providing individualized transaction messages within a retailer network (100, 104), the method comprising:

receiving (202) identity information for a customer captured during a transaction between the customer and a retailer within the retailer network (100, 104);

accessing (204) a database of customer profiles (104), each customer profile associated with one or more retailers in the retailer network (100);

matching (206) the identity information for the customer with at least one customer profile from the database of customer profiles (104);

determining (208), from the customer profile, a messaging channel associated with the customer; and

sending (210), via the messaging channel, one or more individualized transaction messages to the customer, the one or more individualized transaction messages being related to the transaction.

2. The method of claim 1, wherein the one or more individualized transaction messages comprise at least one of a digital receipt for the transaction or one or more digital receipt updates for the transaction.

3. The method of claim 1 or 2, wherein the one or more individualized transaction messages include selectable content that initiates, upon selection, an additional interactive process with the customer that is related to the transaction.

4. The method of claim 3, further comprising:

generating one or more customer insights for the customer based on the identity information for the customer, the retailer, and one or more pieces of data related to the transaction; and

dynamically generating the one or more individualized transaction messages using the one or more customer insights.

5. The method of any of claims 1-4, further comprising:

receiving a notification of a triggering event related to the customer and one or more retailers within the retailer network, wherein accessing the database of customer profiles occurs in response to receiving the notification;

determining a message type based at least on the triggering event;

selecting a message template from a list of message templates based at least on the message type and message channel, wherein the one or more individualized transaction messages form part of an individualized transaction conversation with the customer according to the message template;

receiving an interaction from the customer with respect to the individualized transaction conversation; and dynamically generating a response to the interaction based at least on the message template and the customer profile.

6. The method of claim 5, wherein the message template comprises one or more steps for initiating the individualized transaction message with the customer for the determined messaging channel and determined message type, and wherein the message template further comprises one or more rules for generating messages within the determined messaging channel, the rules based on the API of the determined messaging channel.

7. The method of any of claims 5 or 6, wherein the interaction includes a request for content, and wherein the method further comprises:

determining that the requested content is undeliverable to the customer through the messaging channel;

determining an additional messaging channel based at least on the customer profile, the type of requested content, and a list of platforms the customer has access to; and

providing the requested content to the customer via the additional messaging channel.

8. The method of any of claims 5 or 6, wherein the message type relates to one or more of: digital receipts, feedback requests, deals, retailer information, product information, customer information, concierge, tracking, returns and exchanges, related products, recommendations, and additional content.

9. The method of any of claims 5 or 6, wherein sending the one or more individualized transaction messages to the customer comprises continuing a previously established communication with the customer.

10. The method of any of claims 5 or 6, wherein sending the one or more individualized transaction messages to the customer is performed in real time or substantially real time upon completion of the transaction.

11. A system for providing an individualized transaction conversation within a retailer network (100, 104), the system configurable to cause:

receiving (202) identity information for a customer captured during a transaction between the customer and a retailer within the retailer network;

accessing (204) a database of customer profiles, each customer profile associated with one or more retailers in the retailer network;

matching (206) the identity information for the customer with at least one customer profile from the database of customer profiles;

determining, (208) from the customer profile, a messaging channel associated with the customer; and

12. The system of claim 11, wherein the one or more individualized transaction messages comprise at least one of a digital receipt for the transaction or one or more digital receipt updates for the transaction.

13. The system of claim 11 or 12, wherein the one or more individualized transaction messages include selectable content that initiates, upon selection, an additional interactive process with the customer that is related to the transaction.

14. The system of claim 13, further configurable to cause:

15. The system of any of claims 11-14, further configurable to cause:

determining a message type based at least on the triggering event;

receiving an interaction from the customer with respect to the individualized transaction conversation; and

dynamically generating a response to the interaction based at least on the message template and the customer profile.

16. The system of claim 15, wherein the message template comprises one or more steps for initiating the individualized transaction message with the customer for the determined messaging channel and determined message type, and wherein the message template further comprises one or more rules for generating messages within the determined messaging channel, the rules based on the API of the determined messaging channel.

17. The system of any of claims 15 or 16, further configurable to cause:

18. The system of any of claims 15 or 16, wherein the message type relates to one or more of: digital receipts, feedback requests, deals, retailer information, product information, customer information, concierge, tracking, returns and exchanges, related products, recommendations, and additional content.

19. The system of any of claims 15 or 16, wherein sending the one or more individualized transaction messages to the customer comprises continuing a previously established communication with the customer.