Industrial automation personalization engine

Abstract

Various embodiments of the present technology provide an integrated platform that provides personalized experiences for users of an integrated platform during various phases of an industrial automation project lifecycle. In accordance with various embodiments, the integrated platform can create personalized experiences for different users based on one or more assigned roles. The roles can include company roles, industry roles, job roles, location-based roles, personalized roles, and the like. For example, some company that only purchases certain brands of components for an industrial automation project can indicate that preference. During interactions with the integrated platform, any user associated with that company (e.g., via the company role) will only be presented with those preferences. As another example, generic requests received via one interaction channel can be analyzed and personalized, specific responses can be generated based on activity within other interaction channels.

What is claimed is: 
     
         1 . An integrated platform for industrial automation projects, the integrated platform comprising:
 a processor;   one or more tools configured to allow a user to interact with the integrated platform during lifecycle phases of an industrial automation project;   an identification module, under control of the processor, to identify and validate a user and one or more roles of the user within an industrial automation project design; and   a personalization engine, under control of the processor, to personalize a user experience within the integrated platform based on the one or more roles of the user.   
     
     
         2 . The integrated platform of  claim 1 , wherein the personalization engine monitors one or more interaction channels within the integrated platform and generates personalized responses in a first interaction channel based on activity within a second interaction channel. 
     
     
         3 . The integrated platform of  claim 2 , wherein the first interaction channels includes a voice assistant and the second interaction channel includes the one or more tools. 
     
     
         4 . The integrated platform of  claim 2 , wherein the one or more interaction channels include a chat window, the one or more tools, a voice assistant, or a search engine. 
     
     
         5 . The integrated platform of  claim 1 , wherein the one or more roles of the user include a company role identifying a role within an organization, an industry role identifying industries the user is associated with, and individual roles identifying specific activity of the user. 
     
     
         6 . The integrated platform of  claim 1 , wherein the one or more roles of the user include a company role and the personalization engine personalizes activity within the integrated platform based on the company role. 
     
     
         7 . The integrated platform of  claim 5 , wherein the company role specifies specific components preferred by the company and the personalization engine only presents those components to the user during searches. 
     
     
         8 . The integrated platform of  claim 1 , wherein the one or more roles of the user are generated or updated based on a review from a machine learning or artificial intelligence engine to automatically assess the role of the user. 
     
     
         9 . The integrated platform of  claim 7 , wherein the machine learning or artificial intelligence engine reviews user activity via one or more interaction channels, company human resource data, cross platform files from other users in the same industry, historical sales records, and maintenance records. 
     
     
         10 . A method for operating an integrated platform, the method comprising:
 identifying a user and one or more user roles,
 wherein the one or more user roles include a company role identifying a role within an organization, an industry role identifying industries the user is associated with, and individual roles identifying specific activity of the user within the integrated platform; 
   monitoring user activity within the integrated platform via one or more interaction channels; and   generating a personalized experience within the integrated platform based on the user activity and the one or more user roles.   
     
     
         11 . The method of  claim 10 , further comprising automatically assigning or updating the one or more user roles to the user based on an evaluation performed by a machine learning or artificial intelligence system. 
     
     
         12 . The method of  claim 11 , wherein the generating the personalized experience includes using the machine learning or artificial intelligence engine to review the user activity, human resource data of the company, cross platform files from other users in the same industry, historical sales records, and maintenance records. 
     
     
         13 . The method of  claim 10 , wherein generating the personalized experience within the integrated platform includes generating a specific response to a generic request received via one of the one or more interaction channels. 
     
     
         14 . The method of  claim 13 , wherein the generic response is received via a virtual voice assistant and the specific response is based on the activity of the user within one or more tools hosted by the integrated platform. 
     
     
         15 . The method of  claim 14 , wherein the one or more tools hosted by the integrated platform include a bill of materials builder to generate an initial design and quote, a studio suite to allow customization of specific components, and a repair manager to process maintenance requests. 
     
     
         16 . The method of  claim 10 , wherein the one or more roles of the user are used to create a customized workflow to order parts. 
     
     
         17 . A computer-readable medium, excluding transitory signals, storing instructions that when executed by one or more processors cause a machine to:
 identify a user and one or more user roles associated with the user,
 wherein the one or more user roles include a company role identifying a role within an organization, an industry role identifying industries the user is associated with, and individual roles identifying specific activity of the user within an integrated platform; 
   monitor user activity within the integrated platform via one or more interaction channels; and   generate a personalized experience within the integrated platform based on the user activity and the one or more user roles.   
     
     
         18 . The computer-readable medium of  claim 17 , wherein the instructions when executed by one or more processors further cause the machine to automatically assign or update the one or more user roles based on an machine learning or artificial intelligence evaluation. 
     
     
         19 . The computer-readable medium of  claim 17 , wherein the instructions when executed by one or more processors further cause the machine to generate the personalized experience within the integrated platform by generating a specific response in a first interaction channel in response to a generic request received via a second interaction channel. 
     
     
         20 . The computer-readable medium of  claim 17 , wherein the generic request is received via a virtual voice assistant and the specific response is based on the activity of a user within one or more tools.