Patent ID: 11232508

Abstract:
The present disclosure relates to an intelligent quote-to-cash software agent (“the Agent”) that enables users to efficiently interface with a quote-to-cash system from external messaging applications. The Agent is able to communicate with users using natural language and to identify quote-to-cash system action requests and associated parameters from natural language communications. The user may communicate with the Agent from one of plurality of messaging applications that are not associated with the quote-to-cash system. In response to identifying a quote-to-cash action request and associated parameters in a communication session with a user, the Agent calls the quote-to-cash system and obtains the applicable quote-to-cash output requested by the user. The Agent forwards the quote-to-cash system output to the user via the external messaging application selected by the user. The Agent may initiate communications with the user to inform the user of an opportunity in the quote-to-cash process.