When preparing materials, please don’t consider whether AI is involved. Simply organize and describe according to your current business situation.
1. 10+ Sets of Real Conversations
Typical conversation records from your business scenarios. These can be representative dialogue records from your current sales staff in these business scenarios. They must be complete and unedited, with at least 10 sets (the more, the better). The communication outcome can be successful or unsuccessful deals—the most important thing is that they are sufficiently typical, allowing your AI to learn typical customer questions and corresponding responses. We recommend including the sales operational process as well.- Sample Reference 1
- Sample Reference 2
- Sample Reference 3
Customer: Hello, I want to open a store on your platform. What do I need to prepare?
Sales: Hello, you need three documents: business license, legal representative ID, and payment account information. (Sends standard guidance poster)
Customer: I just uploaded them. Can you help me check?
Sales: Sure, let me confirm for you. (Logs into backend to check upload records)
Sales: I see all three documents have been submitted completely, status is “pending review”.
Customer: How long does the review usually take?
Sales: Usually 3-5 business days. If anything is missing, the system will prompt you to resubmit.
Customer: Okay, what do I do after it’s approved?
Sales: After approval, we’ll create a seller account for you. (Backend generates account → sends account info to customer email)
Customer: I received the account email and can log into the backend now.
Sales: Great, you just need to fill in store information and upload products, then you can officially go live.
Customer: I’ve submitted it, showing “pending review”.
Sales: Yes, product content review usually takes 2-3 hours to approve, your store will be online soon.
Customer: Okay, thank you.
Sales: Hello, you need three documents: business license, legal representative ID, and payment account information. (Sends standard guidance poster)
Customer: I just uploaded them. Can you help me check?
Sales: Sure, let me confirm for you. (Logs into backend to check upload records)
Sales: I see all three documents have been submitted completely, status is “pending review”.
Customer: How long does the review usually take?
Sales: Usually 3-5 business days. If anything is missing, the system will prompt you to resubmit.
Customer: Okay, what do I do after it’s approved?
Sales: After approval, we’ll create a seller account for you. (Backend generates account → sends account info to customer email)
Customer: I received the account email and can log into the backend now.
Sales: Great, you just need to fill in store information and upload products, then you can officially go live.
Customer: I’ve submitted it, showing “pending review”.
Sales: Yes, product content review usually takes 2-3 hours to approve, your store will be online soon.
Customer: Okay, thank you.
2. Enterprise Documentation Knowledge/Official Website
This can be your enterprise’s knowledge files that the AI needs to reference for responses. It’s best presented in Q&A format, such as providing a “Common Q&A Table/FAQ Table” with questions and answers. One question corresponds to one answer. Ideally, provide content that matches everyday language expression rather than official written expression.- Reference Sample
3. Dedicated AI Mentor Contact Person
Please designate a dedicated contact person for the enterprise to handle onboarding progress and AI training. They will be defined as the AI’s mentor (Leader) and receive mentor permissions. They will be responsible for subsequent AI guidance—when the AI encounters daily problems, it will come to them for reporting and consultation. Daily and weekly reports from the AI will also be sent to this Leader colleague by default. Of course, you can always choose to change to a more suitable mentor to achieve better AI training results.4. Existing Business Process Flow Chart
Help the AI understand your current business workflow with a process flow chart that the AI role can understand. Requires sequential business operation flow with key nodes and corresponding department (or member) divisions. For example, after Department A processes, it transfers to Department B at node X. Please supplement according to your specific situation. You can use simple natural language, but we recommend presenting it as a flow chart.- Natural Language Expression Reference Sample
- Flow Chart Reference Sample
Sales Department
4. Review staff check material completeness.
- If incomplete → return to Sales Department, ask seller to supplement.
- If complete → proceed to next step.
5. Review staff verify compliance and qualifications.
- If failed → notify Customer Service Department to feedback to seller.
- If passed → transfer to Operations Department.Operations Department
6. Create seller account.
7. Open store and complete launch.
→ After launch, process transfers to Customer Service Department.Customer Service Department
8. Customer service staff notify seller of review results.
9. Provide subsequent operational support and training.
→ Complete closed loop.
- Sales staff receive seller inquiries.
- Explain platform entry policies and required materials to sellers.
- Assist sellers in collecting and submitting materials.
→ After materials are submitted, process transfers to Review Department.
4. Review staff check material completeness.
- If incomplete → return to Sales Department, ask seller to supplement.
- If complete → proceed to next step.
5. Review staff verify compliance and qualifications.
- If failed → notify Customer Service Department to feedback to seller.
- If passed → transfer to Operations Department.Operations Department
6. Create seller account.
7. Open store and complete launch.
→ After launch, process transfers to Customer Service Department.Customer Service Department
8. Customer service staff notify seller of review results.
9. Provide subsequent operational support and training.
→ Complete closed loop.
