Cross-Department Relay Around One Unified Customer—Turning Scattered Touchpoints into Core Enterprise Assets
End departmental tool silos—see how marketing, sales, support, and operations collaborate seamlessly around a single unified customer profile.
8-Step Closed-Loop Enterprise Customer Operations Sandbox
01 AI Visibility
Audit baseline brand answers across mainstream AI platforms and build source-cited enterprise knowledge & authoritative references
02 Inbound Capture
Capture prospects via embedded web AI support, 400 hotlines, or forms with compliant identity resolution
03 Instant First Call
Sub-minute automated outbound calls to qualify product fit, schedule, budget terms, and urgency tier
04 CRM Profile Creation
Bind source channel, key priorities, and assigned business-unit sales team under a Unified Customer ID
05 Follow-Up
Load long-term customer memory for event confirmations, webinar invites, and periodic reactivation
06 WeCom Nurturing
Consistent WeCom Q&A, AI summaries and suggested pitches to close deals, plus seamless human takeover
07 100% Automated QA
100% automated transcription across voice calls and WeCom chats to flag risky promises and SOP deviations
08 Business Operations Review
Audit end-to-end channel conversion rates and recurring objections to refine next-cycle voice scripts and knowledge assets
First-Party Delivery & Ongoing Customer Success Enablement
Backed by 5 national R&D and delivery centers across Richinfo and StepOneAI, deeply tailored to your existing CRM, CTI, and approval workflows.
Hands-on SOP enablement for enterprise marketing, sales, and support teams as well as nationwide channel partners to ensure rapid adoption.
Periodically reviews hard-case dialogue pools and QA findings to refine domain lexicon accuracy, RAG grounding, and follow-up scripts.