# Patent

## Title
Teleforum participant screening

## Abstract

Implementations disclosed herein relate to systems and methods for conference screening. According to one implementation, a method includes connecting a participant to a multi-mode conference in a listen-only mode and receiving a request of active participation in the multi-mode conference from the participant. In response to receipt of the request for active participation, the participant is bridged into a private screening subconference, and information relating to the participant's requested active participation to the multi-mode conference is received via the private screening subconference responsive to a prompt. In response to the receipt of the information via the private screening subconference, the participant is placed in a queue to await authorization for active participation in the multi-mode conference, the queue including at least one other participant previously screened in another private screening sub-conference. The method further includes detecting selection of the participant from the queue, and establishing a connection between the participant and the multi-mode conference based on detection of the selection.

## Background
RELATED APPLICATIONS
This application claims benefit of priority to U.S. Provisional Patent Application No. 60/825,248, entitled “Teleforum Apparatus and Method,” and filed Sep. 11, 2006, which is specifically incorporated by reference herein for all that it discloses. This application further is a continuation of U.S. patent application Ser. No. 13/298,903, entitled “Conference Monitoring-Only Channel” and filed on Nov. 17, 2011, which is further a continuation of U.S. Pat. No. 8,266,535, entitled “Teleforum Apparatus and Method,” and filed Sep. 11, 2007, which are both specifically incorporated by reference herein for all that they disclose. This application still further is related to U.S. Pat. No. 8,881,027, entitled “Teleforum Participant Screening,” and filed on Sep. 2, 2011; and U.S. Pat. No. 9,081,485, entitled “Conference Screening,” and filed on Sep. 2, 2011, which are specifically incorporated by reference for all they disclose.


TECHNICAL FIELD
The present invention is directed toward an apparatus and method for providing a teleforum, and more particularly toward a teleforum apparatus and method where teleforum participants may request and be granted active participation in the teleforum and persons who were not directly dialed by the teleforum system or those who missed the initial call from the teleforum system may initiate a call requesting participation in the teleforum.
BACKGROUND
Historically, systems capable of generating large volumes of automated calls have differed in hardware and software from those systems used to bridge participants on an audio teleconference. In addition, the hardware and software required to manage an audio teleconference are often priced an order of magnitude or more above the cost of hardware and software used to generate large volumes of automated calls on a per-phone-line basis.
Furthermore, the limited capacity of a typical audio conferencing bridge prevents deploying the requisite number of phone lines to effectively make the many outbound calls required to achieve a large sized audio teleconference (10-100,000 conferees).
Audio conferencing bridges also have heretofore consisted of a single device, or in some cases a series of tightly-interconnected devices which must be co-located in the same facility. Currently available conference bridges can not incorporate equipment located in geographically disparate locations in the same manner as those co-located in the same facility. Thus, presently available conferencing bridges are only capable of handling a few hundred conferees; In instances where more conferees than the limit are required, bridges must be either physically located in the same location, or, if they are in disparate locations must be controlled separately and have voice paths joined together by a manual process, resulting in loss of quality and cumbersome dispersed control of the conference by multiple operators who must be extensively trained in the management of multiple conference bridges.
Typical smaller teleconferences provide for each conference participant to listen to other participants, and provide voice input to the conference. Such typical smaller teleconferences thus require approximately twice the hardware resources of a large “listen only” conference. Presently available conferencing bridges capable of allowing large calls of multiple thousand participants do not provide for the placement of some or all conference participants into an initial listen-only mode which may be converted upon request to a full two-way participation mode under the control of the teleconference operator.
The present invention is directed toward overcoming one or more of the problems discussed above.



BRIEF DESCRIPTION OF THE DRAWINGS
FIGS. 1A and 1B are a flow chart detailing certain steps of a method disclosed herein;
FIG. 2 is a screen capture showing a control interface live view;
FIG. 3 is a screen capture showing a control interface screening view;
FIG. 4 is a screen capture showing a control interface CapitalCallTM view;
FIG. 5 is a screen capture showing a control interface reduced live view suitable for a host; and
FIG. 6 is a schematic diagram of a system consistent with the present invention.



SUMMARY OF THE EMBODIMENTS
One embodiment is a method of providing a teleforum. The method includes generating simultaneous outbound invitation calls to multiple invitees and transmitting a message to each invitee, inviting him or her to become a teleforum participant. Teleforum participants who accept the invitation are connected to the teleforum in a listen-only mode. During the teleforum, a teleforum participant may request active participation in the teleforum. The method also includes allowing the participant to actively participate in the teleforum. Active participation may include but is not limited to such activities as: speaking to the teleforum, asking a question, responding to a poll, making a donation, providing information, leaving a message, being transferred to a subconference, receiving feedback from participants, leaving a voicemail, volunteering for future activities or receiving media transmitted outside of the teleforum.
The method may also include displaying information related to the teleforum on a multi-user computer interface. Typically, the multi-user computer interface will be displayed on various computers maintained by those with authority to control some aspect of the teleforum. The various computers displaying the multi-user computer interface may be widely separated geographically. The information displayed on the interface may include, but is not limited to, the identification of or other personal information concerning teleforum participants, the status of participants requesting active participation, poll results, donation status, feedback from participants, the identity of participants who are actively participating, the screening status of participants requesting active participation, and the general status of the teleforum. The activities listed above may also be controlled using the multi-user computer interface.
The method of providing a teleforum may also optionally include screening one or more participants prior to allowing a participant to actively participate in the teleforum. More than one screener may be involved in the administration of the teleforum, and each screener may contemporaneously screen selected participants who have requested active participation. Screening may be done utilizing the multi-user computer interface described above.
The method of providing a teleforum may also include communicating with selected teleforum participants in a private subconference, separate from the teleforum. The number of participants who may actively participate in any teleforum activity at a select time may be limited.
Another method of providing a teleforum includes generating simultaneous outbound invitation calls to multiple invitees and transmitting a message to each invitee, inviting him to become a teleforum participant as described above. In this embodiment however, calls from persons who self-initiate their own inbound calls requesting to become a teleforum participant are also accepted. Both invitees and self-initiated callers may be connected to the teleforum in an initial listen-only mode. According to this embodiment, call-in information may be provided to a group of persons who are likely to self-initiate inbound calls to the teleforum. The call-in information may be an appropriate telephone number, a teleforum date and time, a personal identification number or access code or other similar information. Call-in information may be distributed by any means, including but not limited to direct mailing, e-mail, facsimile transmission, telephone call, radio advertisement, print media advertisement, internet advertisement, and television advertisement.
Another embodiment is a virtual conferencing bridge for providing a teleforum. The virtual conferencing bridge includes a voice response unit (VRU) in communication with multiple communication pathways. The virtual conferencing bridge also includes a teleforum bridge in communication with the VRU and a control interface in communication with both the VRU and the teleforum bridge. The VRU may be in communication with the teleforum bridge through multiple content channels. Alternatively, the VRU may be in communication with the teleforum bridge through only one content channel and through which individual channels may be bridged on dedicated proxy channels.
The virtual conferencing bridge may include multiple VRUs associated in one or more clusters with each VRU being in communication with the teleforum bridge. Each cluster may be associated with at least one cluster-located web application server, and at least one cluster-located database server, which servers provide instructions and data to each VRU in the cluster. The virtual conferencing bridge may feature each cluster being located in a geographically separate region.
The virtual conferencing bridge may also include a master web server and a master database server in communication with the servers located at each cluster. The master web server and the master data server may communicate with the cluster-located servers through a public, private or virtual private network (VPN).
Communication between the control interface and the VRU may include a control communication path and a content communication path. The control communication path may in turn include a master web server, a master database server, a cluster-located web application server and a cluster-located database server linked with a public, private or virtual private network.
DETAILED DESCRIPTION OF THE INVENTION
A. Method Overview
A method of conducting a teleforum as disclosed herein is illustrated in the flow chart of FIG. 1. The teleforum process begins before any outbound calls are made to invite participants. Initially, a system operator loads both an outbound calling list of digital names and phone numbers and an electronically digitized sound file into the automated outbound calling system (Step 100). In addition, the system operator programs or establishes the broadcast parameters for the teleforum (Step 102). For example, the system operator may select the start time for outbound calling, the number of times to attempt an invitee telephone number, or similar items. Other features described in detail below may be programmed at this stage. Prior to the commencement of the teleforum, hosts, screeners, support people, and select participants (possibly selected for the purpose of asking “planted” participant questions) may dial in to the teleforum system for a “pre-conference” during which strategy, tactics and details concerning the overall teleforum are discussed. The operator may launch the outbound calling process (Step 104) upon learning that all hosts, screeners, and other authorized persons are ready to begin. As is described in detail below, the operator will launch the call on the system, which includes any number of independent but interconnected automated dialers, each of which is capable of calling a particular number of called parties. The system disclosed herein may scale from 1 to millions of persons called simultaneously. Outbound calls are queued and made (Steps 106-108). As outbound calls are made and answered (Step 110), the system may recognize, through frequency analysis, speech recognition, or other means, that it has reached a live person (Step 112). If a live person is reached, the system may play the previously recorded digitized sound file to the called party; this sound file typically invites the caller to provide input, for example, press 1, say a particular phrase, or just stay on the phone line to join a live teleconference (Step 114). When the computer recognizes that the caller has provided input expressing a desire to join the teleconference, the steps outlined below begin. Otherwise the system hangs up and makes the subsequent outbound call (Step 116). If the system determines in Step 112 that an answering machine or other recording device has answered the outbound call, the system may play a prerecorded message targeted to an answering machine and hang up (Step 118) or may simply hang up without playing a pre-recorded message.
The system also accepts requests (in the form of phone calls or other user-initiated methods) from parties who wish to join the conference. The system is configured to treat those parties who initiate their own inbound calls the same as parties who have been automatically called by the outbound automated calling system. Each can be a full teleforum participant. Inbound calls may be solicited in advance. For example, a host or system operator may publish a call-in number for an upcoming teleforum (Step 120). The call-in number may be published in the print media, broadcast as part of an advertisement, distributed through direct mail, over the internet or otherwise transmitted to potential teleforum participants. The call in number will typically be associated with a projected time for the start of the teleforum. A special access or PIN number may be required for self-initiated participation. Self initiated inbound callers are connected to the teleforum in the same manner as those who accept outbound calls (Step 122). When self-initiated callers are given individual access codes or PINs (prior to calling in) these codes are solicited when the caller first dials the teleforum. The PIN or access codes allow the teleforum system to identify pre-loaded information relevant to that participant, including the same type of information which may be known about a participant to which the system initiated an outbound call.
Collectively, those parties who were contacted by the system to join the conference (invited parties) and those who have initiated their own connection to the conference (self initiated callers) are referred to as “participants” or “teleforum participants” herein.
In one embodiment of the teleforum apparatus and method, when a participant expresses a desire to join the teleconference, through a touch-tone response, an automated speech recognition command, self-initiated call-in, or by not hanging up (Steps 122-124), the participant's name, phone number, and other pre-loaded information is transmitted via an electronic connection to the traditional conferencing bridge (Step 126). The participant's phone line is then bridged, via a second phone call on a phone line which originates with the bridge, into the live teleforum (Step 128). The participant is typically automatically placed into listen only mode, where the participant can hear the teleforum but cannot be heard in the teleforum. A participant may then, as is described in detail below, request to be allowed to speak, and may be allowed to speak briefly by opening the participant's transmitting voice channel into the teleforum and then shunting it again to return the participant to listen-only mode. In addition, a participant may be screened by someone managing the call by taking that participant's individual bridging line and joining it into a secondary conference referred to as a “sub-conference” between the screener and the participant, to verify the participant's identity, determine the appropriateness of the participant's question, and otherwise gather information.
In another embodiment of the teleforum apparatus and method, when a participant expresses the desire to join the teleconference (Step 124), that party's individual phone line is joined in a listen-only fashion. For example, the transmission line which transmits voice signals to the participant is connected, but the transmission line which transmits voice signals from the participant is shunted along with all other phone lines from other participants who wish to join the same conference. Thus all participants are initially joined into the conference in a like manner, such that they can hear the conference but cannot be heard in the conference (Steps 126-130). The alternative connection method includes utilizing a monitoring phone line which is monitoring the transmission of the live voice conference but does not have input capability and transmitting the monitoring channel's audio signal including the live conference audio collectively to all participants who have joined the conference. The transmission channel from the participants is typically shunted so that no transmission from this channel can be heard in the teleconference. In addition, the monitoring phone line may be part of a staged implementation where the transmitted audio signal is in turn derived from another monitoring channel to minimize the required number of conference bridge ports.
After Steps 100-130 of the method displayed in FIG. 1 have been initially completed, at least one and possibly many teleforum participants are online and listening to the broadcast of teleforum content. It is important to note that new teleforum conference participants may be added to the teleforum at any time during the broadcast according to steps 100-130. However, the remaining steps of the disclosed methods typically occur after broadcast of teleforum content has begun.
During the teleforum, a participant may express a desire to ask a question, make a comment or otherwise actively participate in the teleforum (Step 132). Active participation as defined herein includes, but is not limited to, asking the teleforum host a question, making a comment to all teleforum participants, replying to a poll of teleforum participants, participating in a side conference with a subset of the group of all teleforum participants, making a donation, supplying other non-informational input to the teleforum or otherwise participating in the teleforum beyond merely listening to the content provided by the host. The request by the participant to actively participate in the teleforum may be made through touch tone keypad input, spoken voice command or otherwise. Upon receipt of a request for active participation to be unmuted to ask a question or make a comment, the participant is placed into a queue (Step 134) where any relevant information known about the participant is listed. One or more screeners who are able to monitor all participants who have joined the queue may then bridge the participant's phone line into a separate sub-conference to privately confirm the caller's identity and appropriateness of his comment, question or other active participation (Steps 136-138). The sub-conference is accomplished by removing the participant's phone line from the collective group of listening phone lines, and connecting the participant's phone line in a full-duplex fashion to the sub-conference. In the full duplex mode, both the speaking and listening transmission lines for the participant are connected to the sub-conference, such that the screener may ask questions and mark the relevant answers and information into the caller's software record. Participants being screened, as well as the screeners, may optionally hear the audio teleconference at a reduced volume during the screening sub-conference in order to monitor what is happening in the teleforum. When the screening is finished, the participant may be returned to the previous state of listening to the live conference collectively with the other parties who have been called, or the participant's active participation may commence, as described in detail below. At this point, the screener may remove the participant from the queue (indicating that the participant should not be allowed to speak in full-duplex into the conference) or may place the participant back into the queue along with any information gleaned from the participant during the screening process; for example, this may include the participant's desired question or comment, common name and pronunciation, and any notes the screener deems relevant such as “sounds angry” or “met you last week”.
During the teleforum, a participant may express a desire leave the teleforum, and may either simply end his connection (hang up a phone, for example) or may input a particular voice or key sequence indicating a desire to leave the conference. The system may solicit a voicemail response from the participant asking for feedback, follow up questions, or any other information relevant to the sponsor, host, or other individual or entity.
To enable multiple participants to be screened at once, each participant may have a dedicated, two-way “proxy channel” connected to a screening node which is capable of initiating a direct, one-to-one full-duplex connection with a screener's individual channel. This eliminates the requirement for the isolated sub-conference discussed above, and provides for multiple participants to be simultaneously screened by multiple screeners.
Often, a teleforum host will solicit active participation from teleforum participants. For example, a teleforum host may ask the participants if they have any questions. Frequently, the announcement to the teleforum participants of the availability of transfer into an active participation mode will cause a large number of transfer requests. The large number of contemporaneous transfer requests will overwhelm the phone number(s) to which they are being transferred. As a result the system can be configured to only allow a maximum number of simultaneous transfers to take place. For example, if the request for active participation results in a teleforum participant being transferred to a host's campaign headquarters, and only fifteen volunteers are prepared to answer transferred calls, the system can be configured to allow no more than fifteen participants to transfer at a given time. The sixteenth person may be placed into a queue for the next available active participation slot. When one of the original fifteen active participants completes their active participation (typically this person would be placed back into the listening mode of the teleforum), the sixteenth person may then be transferred for active participation.
When the conference chairperson or host has determined that it is appropriate to allow a pre-screened participant to speak to the teleforum to ask a question or make a comment (Step 140), the chosen participant's phone line is again removed from the general listen-only collective and connected directly, and in full-duplex, with a third phone line which in turn has a full-duplex connection into the teleconference (Step 142), allowing the participant to speak to the teleforum and to hear anyone else who is speaking to the teleforum simultaneously. When the screening node based multiple-screening method described above is utilized, the participant's channel may be connected via a dedicated, shared full-duplex proxy channel which resides on the screening node for the purpose of allowing a participant to speak to the teleforum. When the participant's question or other active participation is finished (Step 144), the conference chairperson or host may re-mute the active participant's line (Step 146) and return them to listen-only mode.
B. The Control Interface
The methods generally described above may be implemented with a control interface for the teleforum which allows an expert or novice to control the various aspects of the teleforum. The control interface allows the selection of parameters surrounding the initial broadcast of simultaneous calls. The control interface also provides for the management of participants who have elected to actively participate in the teleforum. The control interface includes the ability to screen and un-mute individual participants, and provides for various other functions described in further detail below. The control interface causes the transmission of commands and data via a data network such as the internet or other private or public data networks in communication with the individual conference bridge media servers as well as the automated calling machines. The control interface also gathers and displays data about the status of various participants and the teleforum in general. The control interface may be used to present data in a usable fashion to the teleforum chairperson, host or screeners. In addition, the interface provides for instructing media servers and calling machines to manipulate the participants and teleforum in particular ways to enable smooth and effective communication among all participants.
Thus, the control interface instructs the conference bridge media servers and automated calling machines to perform specific tasks. The various status and control features of the control interface may be graphically displayed as shown on the screen capture images of FIGS. 2-5.
For example, FIG. 2 is a screen capture illustrating the control interface as presented to a teleforum chairperson or host when a teleforum is live. The control interface as illustrated in FIG. 2 is referred to as a “live view” 200 herein.
The live view 200 includes control and data fields such as the participant field 202 which displays the names, phone numbers and other relevant details relating to all teleforum participants. This field may contain some or all of the information known about the participant prior to the call as well as some or all information learned about the participant through the screening process, through the participant's comment or question live into the conference, or added by anyone who is allowed to use the control interface. This information may include, but is not limited to, the following details related to the participant: first, last, middle, and common name, all known names and ages of others in household, screener notes from this and past teleforums, address, neighborhood, phone number, zip code, congressional district, party affiliation, state, age, race, ethnicity, gender, individual or household income, size of household, tax bracket, voting record, volunteer record, past campaign contributions, email address, length of participation, past questions asked in this and other teleforums, history of political activity (rallies), history of participant specific to host's office (e.g. case work), answers to various poll questions in this and previous teleforums, transfer and donation history from this and previous teleforums, means by which participant was reached (e.g. dialed-in, VoIP, Skype, Internet Broadcast, Mobile phone, home phone, work phone, prison phone, hotel phone), consumer habits, military status and history. The participants field 202 includes controls which provide active control functionality over the participants' respective connections to the teleforum to the teleforum chairperson or host. For example, checkboxes 204 allow a conference chairperson or host to select a subset of participants for further processing. Control buttons 206-210 provide for active participant control. In particular, button 206 allows a chairperson, host or screener to add the checked participants to the question and answer queue. Control button 208 allows the chairperson or host to hang up on or otherwise end the participation of selected participants. Similarly, control button 210 causes the chairperson or host to hang up on all participants. Similar functional buttons may be used to place specific participants or groups of participants into a separate private sub-conference, place specific participants or groups of participants into music hold (control button 211) or otherwise terminate the selected participants' ability to hear the teleforum. Thus the control interface provides for the active participation, termination or other control of selected participants or groups of participants.
As described above, control button 206 allows a conference chairperson, host or screener to transfer one or more selected participants into a question and answer queue, which is displayed as a question and answer queue field 212. Some of the participants who are displayed in the question and answer queue field 212 have already been screened as is described in detail herein. The question and answer queue field 212 therefore lists the teleforum participants who are waiting to ask prescreened questions along with details of the question itself, notes and other status information. Functional buttons such as 214 and 216 are provided to allow the chairperson, host, or other authorized party to select among the prescreened or unscreened teleforum participants, or to place them in an acceptable order for asking questions or other active participation. The functional buttons 216 are selectable to open a two-way connection between a selected participant or subgroup of participants and the teleforum, change details about a participant (including name, question, or notes as shown).
A screener view 300 of FIG. 3 shows a screen capture of the control interface as might be viewed by a call screener who serves to screen questions or other requests for active participation submitted by participants. The screener may audibly screen a specific participant in a separate private screening teleconference. The screener may select participants from a participant field 302 which is similar to the participant field 202 shown in the live view 200. In the screener view 300, however, data input fields 304 are provided where the screener may input specific participant comments or questions or other information solicited in the private teleconference. As discussed above, multiple screeners may be selecting participants from similarly displayed participant fields 302 at multiple screening stations at the same time. The multiple screeners may use control interface functionality such as a “done” button 305 associated with the screening view 300 to place selected participants and their questions or other input into the question and answer queue 212 shown on the live view for subsequent processing by the host, chairperson, or other authorized party.
One type of participant request for active participation is an audibly delivered question or comment delivered to the host and teleforum as described in detail above. The methods described herein provide for various other types of active participation. For example, all participants may be presented with a poll question at some time during the teleforum. The host may directly poll the participants during his or her presentation. Alternatively, the poll question might be delivered as an automated message. The participants' response to the poll may be rendered through a touch-tone key press or through other means such as speech recognition. For example, in the live view 200 of FIG. 2, a poll field displays the ongoing and continuously tabulated results of a current poll. Control buttons 220 allow the chairperson or host to being tabulating a new poll, modify the poll or save results. Control buttons 220 also allow the host or other authorized party to see which answers were given by individual participants and to save a snapshot representing the current state of all answers to the current poll for later review.
Several of the features of the methods disclosed herein are accessed by transferring a participant to a sub-conference. For example, the conference chairperson may connect individual participants with each other in smaller sub-conference groups for the purpose of fostering more intimate communication among participants. The chairperson or screeners may solicit extended information from individual participants including transferring participants or groups of participants to specific outside phone numbers or other audio or multimedia channels to take a donation, answer survey questions, communicate with support staff, or gather additional information. The control interface provides for the chairperson, host or screener to transfer a selected participant into a separate sub-conference. For example, the screen button 306 in the question and answer queue field 304 of the screener view 300 shown on FIG. 3 will transfer the selected participant into a separate screening conversation with one of the screeners. Similarly, the live button 216 of the live view 200 will connect a participant to the entire teleforum.
The host, chairperson, or other authorized party may also solicit active participation which does not involve providing voice or data input to the teleforum. For example, the host may, during the teleforum, request that interested participants leave the teleforum momentarily to make donations. The participant may be instructed to press a specific key on their touch tone phone pad or otherwise indicate that they want to actively participate in this manner. The participants who desire to actively participate in the request for donations are transferred to an operator or automated system configured to accept credit card information or to provide an address for the mailing of a donation by check. FIG. 4 is a screen capture of a CapitalCallTM view 400 which would typically be displayed to the chairperson or host during a request for donations. Of particular interest is the CapitalCallTM field 4 where data concerning the progress of the ongoing request for donations is displayed to the host. Thus, the host may provide periodic real-time progress reports to other teleforum participants to enhance the effectiveness of the request for donations.
The control interface may be selectively configured to provide more or less information as is suitable for various persons having responsibility for the control of the teleforum process. For example, FIG. 5 is a host view 500 which includes a question and answer queue field 502 and a poll result view field 504 and other information which is critical to effective functioning as a teleforum host. Fields such as general information 222 and technical chat 224 as illustrated on the live view 200 which contain information most suited to a conference chairperson or technical staff but which is potentially distracting to the host may be removed from selected view. A special limited interface may be utilized to allow an observer to see all participants in a particular teleforum, and witness the teleforum dynamic, but without any ability to take any action which affects the teleforum, or modify any relevant data.
When the host or other authorized party has determined that the teleforum should be ended, the system simultaneously instructs all nodes and clusters to terminate all participants (and optionally, all screeners and hosts as well). At this conclusion of the teleforum, all participants may be invited to leave a voice message for the host or other party. These messages are made available immediately to the host or other authorized party to be listened to or downloaded as a digitized voice file via the interface, or via a phone call made by or to the host or other authorized party.
C. System Configuration
FIG. 6 is a block diagram illustration of one possible system 600 suitable for implementing the methods described herein. The system components are separated into four distinct areas of functionality including:

    
    
        hardware and software for making and receiving large numbers of simultaneous phone calls, referred to herein as the inbound/outbound system;
        hardware and software for managing the multi-channel audio, video, and/or multimedia conference referred to as the conference system;
        hardware and software which provides for user control of the inbound/outbound system and conference system via a graphical user interface (GUI) referred to as the interface; and
        network hardware, architecture and network protocols which allow the inbound/outbound system, conference system, and interface to efficiently communicate in real time in a reliable manner, referred to as the network.
    
    


The inbound/outbound system hardware and software are designed to foster automated communication between the inbound/outbound system and one or more participants via the Public Service Telephone Network (PSTN) 602, Voice Over Internet Protocol (VOIP), other public or private voice, video, or data networks, or any combination thereof.
To perform in this capacity, the inbound/outbound system consists of a series of networked Voice Response Units (VRUs) 604A, 604B . . . 604n, each outfitted with network connections for inter-process communications as well as connections to the requisite phone, video, or data networks used to connect to participants. VRUs may be grouped to achieve desired capacity. In addition, a common fileserver 606 and database server 608 is shared among each group of VRUs. The group of VRUs plus servers 606 and 608 form clusters 610A, 610B . . . 610n.
Each cluster 610A-n may be geographically widely distributed. Regional, nation-wide or intercontinental distribution is accomplished by utilizing high-speed public, private, or virtual private networks such as the Internet to allow for real-time communication and control of the various clusters and corresponding VRUs. Through these networks, communications messages specifically engineered for this purpose use selected protocols, for example SOAP (Simple Object Application Protocol) and AJAX (Asynchronous Javascript and XML) to foster fast, efficient communication among all clusters, VRUs, web servers, and web client computers used for control, which, together with the fileserver 606 and database server 608 provide task information for each VRU 604.
The software which runs on each VRU 604 may be a mix of commercially available software such as an operating system, device driver, database interface driver, etc. and custom-built software which has been written specifically to accomplish the steps outlined herein. The fileserver 606 and database server 608 also may run a mix of commercially available software and customized software written specifically to accomplish methods outlined herein.
When a VRU 604 on the inbound/outbound system must utilize the PSTN 602, the VRU 604 will also include special-purpose Telephony Interface Hardware, control of which is performed by the customized software residing on each VRU 604. The VRU units 604A-604n may also include Voice over IP hardware which facilitates the making of phone calls through VOIP, also controlled by the customized software. Thus, the system 600 may provide through the VRUs 604A-604n in conjunction with a conference system 612 a shared voice path out of the teleforum for any number of participants to listen to. A participant who is actively participating must have an individual voice path both in and out of the conference to avoid interference and allow other participants to hear him speak.
The conference system 612 may be any general purpose audio, video, or multimedia conferencing system 612 which the inbound/outbound system is capable of connecting to in an automated fashion. For more sophisticated automated functionality, customized teleconferencing software may be employed to facilitate advanced automated communication between the inbound/outbound system and the conference system 612.
The master control interface 614 consists of software written to allow observers, chairpersons, operators and technicians to control both the automated outbound phone calls and the real-time teleforum in a coherent, efficient manner. The control software typically runs on a worldwide web hypertext transfer protocol (HTTP) server 616 and utilizes communication messages specifically engineered for this purpose delivered through selected communications protocols to allow users such as a teleforum chairperson to interact with the system 600 through a control computer 618 connected via a public or private TCP/IP network. As described in detail above, the control interface allows hosts, chairpersons or other users to upload and download lists of intended participants as well as audio and video files. The interface 614 allows users to launch, monitor, and change broadcasts of simultaneous outbound calls with the inbound/outbound system. The control software and interface 614 allows users to fully control all aspects of the audio, video, or multimedia teleconference as discussed in detail above. The control software also provides for the collection and analysis of data relating to the inbound and outbound phone calls and the teleconference itself, including call detail records, caller action records, recorded voice and touch tone data including poll responses, queue requests, donations, and other data and information collected or utilized on the inbound/outbound system and the conference system.
In addition to the master control interface 614, the system 600 may include a screener control interface 620. The screener control interface 620 includes multiple screening stations 622A-622n where requests for active participation received from participants may be screened, directed to sub-conferences, or otherwise processed as described in detail above. The screening control interface 620 also includes a screening VRU 624 which provides for each required screening voice path.
The network 626 may include a specially designed topography to provide efficient, reliable communication among the other system components as well as between the observers, host, chairpersons, operators, and technicians utilizing the master control or screening control interfaces 614, 620. Since the various system components must communicate with each other in real time to obtain valuable data and provide effective control, network reliability and speed must be optimized to suit the requirements of the other system components. As described above, the various system components may be placed in geographically diverse locations and communicate through the network 626. System components placed in various diverse locations provide for calls to be dispersed among various telephone service providers and across several backbone segments to avoid fault-line problems, to utilize least-cost routing, and to prevent problems with a single common carrier to reduce capacity when a large number of simultaneous calls required by certain teleforums are attempted.
EXAMPLE
The following example is provided for illustrative purposes only and is not intended to limit the scope of the invention.
Example 1
A host, chairperson or other user performs the following steps to execute a teleforum as described herein:
1. The host, chairperson, or other authorized party obtains a list of names and phone numbers from a selected source (e.g. voter records).
2. The host, chairperson, or other authorized party records or causes to be recorded various audio voice file(s) including a greeting and instructions indicating how participants may join the teleforum. This may also include recording a post-conference prompt requesting participants to leave specific information in a voice message to be delivered to the host, chairperson, or other person(s), and customized “on-hold” sound files (such as music) to be played to participants before the host has begun the substantive portion of the call.
3. The host, chairperson, or other authorized party uploads the list and the audio voice file(s) to the inbound/outbound system via the master control interface 618.
4. The host, chairperson, or other authorized party may optionally instruct the inbound/outbound system to perform automated analysis and modification to optimize the efficiency of the list. For example, the system may remove duplicate or non-existent phone numbers, phone numbers which may not be legal or cost-effective to call, and phone numbers which may be in a geographic region where the teleforum is not relevant.
5. The host, chairperson, or other authorized party then instructs the inbound/outbound system to begin sending calls to all parties on the list. Selected variables for the calling process may be specified including but not limited to:

    
    
        a. How long to wait for someone to answer;
        b. Particular frequency analysis parameters used to determine if a live person has answered a call;
        c. The frequency and maximum number of any retries of unsuccessful calls based upon the reason for the failure (e.g. busy, no answer, fast busy, operator intercept, system message, dead air, ring-no-answer, facsimile machine answer, etc.).
        d. Which audio or video files to play based upon whether a live person or an automated answering device has answered a call;
        e. Any other questions which the host, chairperson, or other authorized party may deem relevant to ask the participant either before allowing a participant to join the live teleconference, after the participant leaves the live teleconference, or if the participant declines to join the live teleconference. Feedback from the participant may be accepted via touch-tone input or voice;
        f. The last point in time at which calls may be made for a live teleconference, after which no more outbound calls are attempted;
        g. Other information specific to the broadcast of the automated calls.
    
    


6. Participants who are reached, or call in directly and thereby request to join the teleforum are joined into the live teleforum using the system and methods described above. Participants are initially placed into listen only mode, where their voices cannot be heard in the teleforum, but they can hear the input of authorized speakers into the teleforum; Optionally, the host or other authorized party may cause all participants to be placed into music hold until a predetermined number of participants have joined the call. Such music hold may consist of a generic piece of music, a live feed of some sort, or a customized message recorded for this specific teleforum.
7. As participants request permission to ask a question or make a comment, the system provides visual and/or audio cues to a host, screener, chairperson, technician, or operator indicating the participant's desire to ask a question, how long the participant has been on the call and how long he has been waiting to ask a question. Information pertaining to the participant including name, address, phone number, political affiliation, and any other data deemed relevant by the host, chairperson, or other authorized party may also be displayed.
8. The host, screeners, chairperson, operators, technicians, or other parties may use the interfaces 614 and 620 to instruct the conference system 600 to cause particular participants to be placed into private sub-conferences with a screener or chairperson for the purpose of screening the participant's proposed comment or question. Screening may be used to eliminate undesirable comments and questions or to allow the chairperson, screener or host to choose specific participants for active participation based upon the questions or comments proposed by select participants.
9. Those participants who have requested permission to actively participate in the teleforum will have their phone lines un-muted, either one at a time or several at once, in the manner described above. When the chairperson, operator or host deems it appropriate, the participant's line can be again muted to prevent him from speaking further to the teleforum.
10. At any time, a chairperson or host with access to the master control interface 614 may instruct the conference system 600 to disconnect a particular participant or group of participants from the conference.
11. At any time, a chairperson, host or other qualified party with access to the master control interface 614 may effectively end the teleconference by instructing the conference system 600 to simultaneously disconnect all participants from the conference.
12. At any time, the chairperson, host or other qualified party may initiate a spontaneous poll, requesting that participants respond either which touch tone input or verbally to a particular question of importance. Poll results may be displayed in real-time as callers provide answers and the system interprets and collects replies.
13. At any time, the chairperson, host or other qualified person may request that all participants or a group of participants (e.g. those currently in the question and answer queue 212 (FIG. 2)) leave voice messages which may be immediately accessible or which can be reviewed later.
The description of the various embodiments herein have been presented for purposes of illustration and description, but are not intended to be exhaustive or limiting of the embodiments to the form disclosed. The scope of the present disclosure is limited only by the scope of the following claims. Many modifications and variations will be apparent to those of ordinary skill in the art. The embodiments described and shown in the figures were chosen and described in order to best explain the principles of the method and apparatus, the practical application of the method, and to enable others of ordinary skill in the art to understand the various embodiments with various modifications as are suited to the particular use contemplated.

## Claims

1. A method of providing a multi-mode conference comprising:
connecting a participant to the multi-mode conference in a listen-only mode;
receiving a request for active participation in the multi-mode conference from the participant;
in response to receipt of the request for active participation, bridging the participant into a private screening sub-conference;
receiving, via the private screening sub-conference, information relating to the participant's requested active participation to the multi-mode conference responsive to a prompt;
in response to the receipt of the information via the private screening sub-conference, placing the participant in a queue to await authorization for active participation in the multi-mode conference, the queue including at least one other participant previously screened in another private screening sub-conference;
detecting selection of the participant from the queue; and
establishing a connection between the participant and the multi-mode conference based on detection of the selection.

2. The method of claim 1, wherein the participant is connected to the multi-mode conference in the half-duplex mode while in the queue.

3. The method of claim 1, further comprising:
displaying at least some of information collected during the private screening sub-conference on an interface visible to a multi-mode conference host.

4. The method of claim 3, wherein the interface further displays a list of participants in the queue.

5. The method of claim 1, wherein the participant is connected to the multi-mode conference at a reduced volume while in the private screening sub-conference.

6. The method of claim 1, wherein the queue includes both screened participants and participants awaiting screening.

7. The method of claim 1, further comprising:
placing the participant back in the listen-only mode after the participant has actively participated in the multi-mode conference via the connection.

8. The method of claim 1, further comprising:
receiving input to selectively re-order the queue.

9. The method of claim 1, wherein detecting selection of the participant from the queue further comprises detecting selection of a participant that is not at the top of the queue.

10. One or more tangible computer-readable storage media encoding computer-executable instructions for executing on a computer system a computer process comprising:
connecting a participant to the multi-mode conference in a listen-only mode;
receiving a request for active participation in the multi-mode conference from the participant;
in response to receipt of the request for active participation, bridging the participant into a private screening sub-conference;
receiving, via the private screening sub-conference, information relating to the participant's requested active participation to the multi-mode conference responsive to a prompt; and
in response to the receipt of the information via the private screening sub-conference, placing the participant in a queue to await authorization for active participation in the multi-mode conference, the queue including at least one other participant previously screened in another private screening sub-conference;
detecting the selection of the participant from the queue; and
establishing a connection between the participant and the multi-mode conference based on the detection of the selection.

11. The one or more tangible computer-readable storage media of claim 10, wherein the participant is connected to the multi-mode conference in the half-duplex mode while in the queue.

12. The one or more tangible computer-readable storage media of claim 10, further comprising:
placing the participant back in the listen-only mode after the participant has actively participated in the multi-mode conference via the full-duplex connection.

13. The one or more tangible computer-readable storage media of claim 10, displaying at least some of information collected during the private screening sub-conference on an interface visible to a multi-mode conference host while the participant is in the queue.

14. The one or more tangible computer-readable storage media of claim 13, wherein the interface further displays a list of participants in the queue.

15. The one or more tangible computer-readable storage media of claim 10, wherein the participant is connected to the multi-mode conference at a reduced volume while in the private screening sub-conference.

16. The one or more tangible computer-readable storage media of claim 10, wherein the queue includes both screened participants and participants awaiting screening.

17. The one or more tangible computer-readable storage media of claim 10, wherein the computer process further comprises:
receiving input to selectively re-order the queue.

18. The one or more tangible computer-readable storage media of claim 10, wherein detecting selection of the participant from the queue further comprises detecting selection of a participant that is not at the top of the queue.

19. A multi-mode conference system comprising:
one or more control interfaces configured to:
connect a participant to the multi-mode conference in a listen-only mode;
receive a request for active participation in the multi-mode conference from the participant;
in response to receipt of the request for active participation, bridge the participant into a private screening sub-conference;
receive, via the private screening sub-conference, information relating to the participant's requested active participation to the multi-mode conference responsive to a prompt;
in response to the receipt of the information via the private screening sub-conference, place the participant in a queue to await authorization for active participation in the multi-mode conference, the queue including at least one other participant previously screened in another private screening sub-conference;
detect a selection of the participant from the queue; and
establish a full-duplex connection between the selected participant and the multi-mode conference based on the detection of the selection.

20. The multi-mode conference system of claim 19, wherein the participant is connected to the multi-mode conference in the half-duplex mode while in the queue.

21. The multi-mode conference system of claim 19, wherein the control interfaces are further configured to place the participant back in the listen-only mode after the participant has actively participated in the multi-mode conference via the full-duplex connection.

22. The multi-mode conference system of claim 19, wherein the control interfaces are further configured to:
display at least some of information collected during the private screening sub-conference on an interface visible to a multi-mode conference host.

23. The multi-mode conference system of claim 19, wherein the control interfaces are further configured to display a list of participants in the queue.

24. The multi-mode conference system of claim 19, wherein the control interfaces are further configured to:
place the participant back in the listen-only mode after the participant has actively participated in the multi-mode conference via the full-duplex connection.

25. The multi-mode conference system of claim 19, wherein the control interfaces are further configured to receive input to selectively re-order the queue.

26. The multi-mode conference system of claim 19, wherein the control interfaces are further configured to detect selection of a participant that is not at the top of the queue.