Automatic message selection with a chatbot

Patent No. US8738739 (titled "Automatic message selection with a chatbot") on Oct 20, 2011. The application was issued on May 27, 2014.

What is this patent about?

’739 is related to the field of internet-based marketing and automated customer engagement. Specifically, it addresses the high rates of abandonment in e-commerce and lead-generation workflows, where users exit a website before completing a purchase or registration. The background context involves the limitations of static exit pop-ups and generic follow-up emails, which often fail to capture the specific reasons why a user decided to walk away from a transaction.

The underlying idea behind ’739 is to use an interactive chatbot as a diagnostic tool to capture qualitative feedback during the moment of abandonment and then feed that data into a remarketing engine. By engaging the user in a simulated human conversation at the point of exit, the system can extract specific objections—such as high shipping costs or lack of financing—and use these insights to select a highly targeted advertisement or incentive that directly addresses the user's stated barrier to entry.

The claims of ’739 focus on a method and system that triggers a customized chatbot within a messaging window when a user discontinues a transaction. The chatbot is dynamically tailored to the user’s demographic profile, including geographic location, age, or gender, and is designed to solicit a specific explanation for the abandonment. This captured explanation is then associated with the user's identity to programmatically select a relevant advertisement from a third-party database for delivery after a set period of time.

In practice, the invention functions by monitoring user behavior, such as cursor movement toward the browser’s close button or prolonged inactivity, to launch a chat interface that mimics a live agent. The system uses a neural network engine to parse natural language responses, allowing it to distinguish between different reasons for exit. For instance, if a user tells the chatbot that a product is too expensive, the system records this specific objection rather than just logging a generic failed conversion.

This approach differentiates itself from prior art by closing the loop between real-time conversational AI and downstream advertising. While traditional systems rely on broad browsing history or cookies to guess user intent, this invention utilizes explicit feedback gathered through dialogue. By integrating a management console that allows retailers to set specific campaign hierarchies and response delays, the system ensures that the subsequent remarketing effort is a direct, personalized counter-offer to the user's original reason for leaving.

How does this patent fit in bigger picture?

Technical Landscape

In the late 2000s when ’739 was filed, internet-based marketing and lead generation were typically implemented using static web forms and passive display advertisements. At a time when user engagement was commonly managed through fixed scripts or manual intervention by live agents, systems relied on basic session tracking rather than dynamic, automated conversational interfaces. Hardware and software constraints of the era made the real-time processing of natural language and the deployment of responsive, self-learning artificial intelligence agents non-trivial, often resulting in high rates of website abandonment when users encountered registration hurdles or complex checkout processes.

Prosecution Position

The disclosed invention represents a meaningful technical advancement through the integration of an automated, self-learning artificial intelligence engine into a browser-based messaging interface designed to intercept session abandonment. By combining Bayesian probability, natural language parsing, and regular expression processing, the architecture enables a system to provide immediate, context-aware responses that simulate human interaction. This technical shift from static exit-popups to an interactive, analytical chat framework allows for the real-time analysis of user responses and the automated refinement of answer databases. The capability enabled by this integration overcomes the technical constraint of high overhead costs associated with live agents while addressing the problem of user confusion and distraction during critical web-based transactions.

Claims

This patent contains 21 claims, with claims 1, 12, 15, and 19 serving as the independent claims. These independent claims focus on a method, system, and computer program product for selecting advertisements by deploying a customized chatbot to collect reasons why a user discontinued a transaction and subsequently delivering a targeted third-party advertisement based on that feedback. The dependent claims serve to further specify the types of transactions and explanations involved, define the delivery methods for the advertisements, detail the use of cookies for selection, and identify specific triggers for launching the chatbot interface.

Key Claim Terms New

Definitions of key terms used in the patent claims.

Term (Source)Support for SpecificationInterpretation
Chatbot
(Claim 1, Claim 15, Claim 19)
The patented artificial intelligence engine uses the combination of Bayesian probability and statistics keyword selection, natural language parsing and regular expression processing. This unique chat technology fuses self-learning, artificial intelligence with the popularity and ease of online messaging. It is uniquely designed to interact with web retailer's customers with real agent reaction times as they give astute answers directly concerning web retailer's products and goals.An interactive messaging interface powered by an artificial intelligence engine that uses Bayesian probability, natural language parsing, and regular expression processing to simulate a live agent.
Discontinuing a transaction
(Claim 1, Claim 15, Claim 19)
Website publishers constantly look for opportunities to reduce the rate at which users abandon their web sites prior to completing registration, completing a lead form or abandoning a shopping cart before final checkout. Many times, a user will abruptly terminate a shopping cart, registration or lead abandonment at a website. The method includes presenting at least one messaging window after the end-user terminates a web session.The act of a user abandoning a web session, shopping cart, registration form, or lead generation questionnaire before completion.
Messaging window
(Claim 1, Claim 15, Claim 19)
The present invention provides a method to present a browser-based chat and messaging window (“chat window”) made to look like an instant message window from a live person as an exit pop when a user exits a web site. In another example, the present invention launches a chat window during a session, such as after a settable period of time, or after settable period of user inactivity or a combination of both. The method includes presenting at least one messaging window after the end-user terminates a web session.A browser-based interface designed to emulate the appearance of an instant message window from a live person, used to deliver greetings, agent images, and advertisements.
Settable period of time
(Claim 1, Claim 15, Claim 19)
In another example, the present invention launches a chat window during a session, such as after a settable period of time, or after settable period of user inactivity or a combination of both. The present invention is uniquely designed to interact with web retailer's customers with real agent reaction times.A configurable duration of time or user inactivity that triggers the launch of the messaging window or the delivery of an advertisement.
Web-based management console
(Claim 1, Claim 15, Claim 19)
In this example the scripting, the messaging window and the artificial intelligence are all managed via a web site. Every client interaction is recorded and analyzed, and as a result of the analysis, changes in the answer database are made.A hosted interface used by a third party to manage the scripting, messaging window parameters, and artificial intelligence logic of the chatbot.

Litigation Cases New

US Latest litigation cases involving this patent.

Case NumberFiling DateTitle
2:25-cv-00772Aug 8, 2025Disintermediation Services, Inc. V. The Goodyear Tire & Rubber Company
2:25-cv-00771Aug 8, 2025Disintermediation Services, Inc. V. Carvana, Llc
2:25-cv-00773Aug 8, 2025DISINTERMEDIATION SERVICES, INC. v. HILTON WORLDWIDE HOLDINGS INC. et al

Patent Family

Patent Family

File Wrapper

The dossier documents provide a comprehensive record of the patent's prosecution history - including filings, correspondence, and decisions made by patent offices - and are crucial for understanding the patent's legal journey and any challenges it may have faced during examination.

  • Get instant alerts for new documents

US8738739

Application Number
US13277420A
Filing Date
Oct 20, 2011
Publication Date
May 27, 2014
External Links
Slate, USPTO , Google Patents