Patent ID: 11875360
Assignee: SALESFORCE, INC.
Field: Telecommunications (Electrical engineering)
Classification: CPC G  H | IPC G  H

Claim 19:
20. A computing system comprising a user interface, at least one hardware-based processor and memory, wherein the memory comprises processor-executable instructions encoded on a non-transient processor-readable media, wherein the processor-executable instructions, when executed by the at least one hardware-based processor, are configurable to cause:
identifying a party to a call and automatically launching a customer relationship management (CRM) application without any further user input;
automatically determining, in response to automatically launching the CRM application and without any further user input, records that are potentially relevant to the call and that are to potentially be included as part of an insights page of the CRM application, wherein at least some of the records are automatically determined by analyzing CRM information maintained at a CRM system using artificial intelligence;
ranking the records that are potentially relevant in a priority order from most relevant to least relevant; and
automatically causing the insights page to be displayed at the user interface, wherein the insights page comprises: at least some of the records in the priority order as relevant records, and at least one user interface element that is linked to and selectable to open one of the relevant records.