WORKFLOWS & GOVERNANCE BOUNDARY

StepOne Smart Badge Standard Operational Workflow & Human–AI Responsibility Boundaries

Clearly defines the boundary between “enterprise on-site compliance disclosures & human review sign-off” and “StepOne Smart Badge audio capture, 5-Agent analysis & ticket routing.”

END-TO-END SOP

6-Step End-to-End Closed-Loop Workflow

01 On-Site Disclosure & Badge Wearing / Setup

Complete counter signage or verbal notice per corporate policy, then wear the 4G badge or activate sensor-triggered counter pickup

02 Noise-Canceled Capture & Encrypted Upload

Performs on-device 40dB DSP noise cancellation and local caching, transmitting encrypted audio over 4G, Wi-Fi, or wired intranet

03 Speaker Diarization & Domain-Term ASR

Powered by the Wenquxing LLM streaming speech foundation to distinguish staff and customer roles and accurately recognize domain terminology

04 Parallel Analysis by 5 Specialized Agents

Simultaneously runs script compliance QA, recurring-objection insights, coaching-clip tagging, and follow-up summary extraction

05 Supervisor / Advisor Key-Node Review

Frontline advisors confirm customer follow-up summaries while compliance supervisors manually review audio evidence clips for high-risk alerts

06 Business System Write-Back & Pilot Calibration

Syncs follow-up tasks and QA findings to CRM and ticketing backends to continuously refine store service standards

Enterprise / User Governance (Rules · Standards · Sign-Off)

100% Enterprise Control Over Business Sovereignty, Approvals & Compliance

  • ✓ Fulfill on-premises audio recording disclosures and required consent procedures, and approve either “Two-Party Conversation Retention” or “Staff-Only Retention*” governance policies
  • ✓ Provide compliance-approved product scripts, mandatory risk-disclosure checklists, org-level viewing permissions (RBAC), and audio retention & purge schedules
  • ✓ Retain final human decision authority over high-risk compliance alerts and customer complaint classifications, using AI coaching insights for constructive enablement rather than mechanical penalties
StepOneAI Delivery (Connect · Recognize · Audit)

StepOne Smart Badge: Automated Execution, Full Auditability & Continuous Optimization

  • ⚡ Delivers an industrial-grade lineup of 7 hardware endpoints spanning mobile lanyard badges, slim clip-on badges, card recorders, radar-sensing counter units, ceiling arrays, and sovereign IT desktop separators
  • ⚡ Delivers a unified orchestration engine across Insight, QA, Coaching, Service, and Workflow AI Agents with verifiable raw-audio timestamped evidence chains
  • ⚡ Supports agile public-cloud pilots, multi-branch hybrid-cloud rollouts, and 100% air-gapped on-premises deployment on Huawei Ascend (Rich AIBox) + Kylin OS / UnionTech UOS desktops
TYPICAL SCENARIOS

High-Impact Enterprise Use Cases

Pre-Loan Plan Explanation & Objection Follow-Up in Financial Services

Business Pain Points:When customers ask in person about monthly payment breakdowns, repayment methods, and total interest/fees, supervisors struggle to verify whether field or counter managers explained terms per approved guidelines — leaving no basis for timely recovery once hesitant prospects walk away.

Verified Outcomes:The QA Agent automatically verifies mandatory rate and risk disclosures, the Coaching Agent flags stiff explanations, and the Service & Workflow Agents distill monthly-payment concerns and route reviewed callback tickets.

Post-Loan Servicing & Restructuring Negotiation Compliance Verification

Business Pain Points:Post-loan reminders, extension negotiations, and hardship discussions are highly sensitive — narrow manual sampling easily misses improper phrasing that can trigger regulatory complaints and reputational risk.

Verified Outcomes:Enables 100% compliance auditing across in-person and dedicated-desk negotiations, triggers real-time alerts for coercive language or unauthorized promises so supervisors can intervene, and preserves a fully traceable, searchable audio-and-text evidence chain.

Automotive Showroom Test-Drives & Retail Chain Consultative Sales Enablement

Business Pain Points:Headquarters spends heavily driving foot traffic to stores, yet reception quality varies wildly across locations and lost-deal reasons rely on reps manually filling CRM from memory — distorting true drop-off bottlenecks for years.

Verified Outcomes:Wear a 68g 4G lanyard badge or 28g clip-on badge to seamlessly capture the entire reception journey, automatically cluster competitor comparisons and trim/spec concerns, and extract top-seller icebreakers to power team-wide training.

VOICE SCOPE & PRIVACY GOVERNANCE

Dual-Mode Voice Retention Governance: Balancing Full-Context Review with Strict Privacy Minimization

Lock in voice retention boundaries per corporate compliance policies before capture begins — backed by on-site signage disclosures, sensitive-field masking, role-based access control (RBAC), and automated expiration purging.

Mode A · Full-Context Reconstruction

Two-Party Conversation Retention (Staff + Customer)

Captures and diarizes two-way conversations between frontline staff and customers, preserving authentic customer questions, price objections, and sentiment feedback — ideal for deep customer insights, objection reviews, and dispute verification where clear on-site disclosure and authorization are in place.

Applicable scenarios: wealth-management dual-recording assistance, automotive test-drive reception debriefs, high-ticket retail consultative sales, and service quality improvement at government and telecom counters.
Compliance prerequisite: Statutory notice obligations must be fulfilled via on-site signage, visible badge indicators, or standard service disclosure workflows.
Mode B · Strict Privacy-Minimization Governance

Staff-Only Retention (Employee Voice Only*)

Combines near-field directional pickup, bone-conduction / dual-mic beam suppression, or voiceprint diarization to audit staff script accuracy, mandatory risk disclosures, and SOP adherence while minimizing external customer voice retention to the fullest extent.

Applicable scenarios: highly privacy-sensitive open counters, in-home field service fulfillment audits, standardized script compliance checks, and employee self-review coaching.
* Important Engineering Note: Speaker diarization in transcripts does not mean the other party's voice is completely stripped from raw audio; “Staff-Only Voice Retention” requires joint end-to-end validation across pickup hardware, upload policy, and storage trimming, and does not replace required on-site compliance disclosures.
UNIFIED CUSTOMER ID · FULL-FUNNEL MULTI-AGENT RELAY

Shares a unified customer profile to interconnect seamlessly across the StepOne suite

01 · voice
StepOne Voice

Outbound AI, 24/7 Support & 100% Automated QA in One

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02 · geo
StepOne GEO

Help AI Understand Your Business & Put Your Brand in the Answer

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03 · badge Current
StepOne Smart Badge

AI Smart Badge Audio Capture & 5-Agent Business Loop

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04 · open-skill
Open-Skill Call Agent

Officially Listed on Tencent WorkBuddy & OpenClaw

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05 · scrm
StepOne SCRM Agent

Turn WeCom contacts into trackable enterprise assets

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06 · insight
StepOne Analytics

Connect multi-touchpoint conversations with back-office outcomes

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One Unified AI Agent Suite · A New Paradigm for Omnichannel Enterprise Customer Operations

Powered by StepOne's proprietary Wenquxing LLM and parent Richinfo LLM, aligning marketing, sales, support, and operations around a unified customer profile. Book a tailored solution demo and deployment assessment with our industry advisors today.