StepOne Insight · Cross-Channel Attribution

Unified Customer ID Attribution
Connect Conversation Assets With Closed-Won Revenue

Link Voice, GEO, and WeCom conversations with CRM order ledgers—enabling natural-language BI queries and true cross-channel ROI attribution.

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UNIFIED CUSTOMER ID · Full-Funnel Revenue Attribution Hub
Authenticated Multi-Touchpoint Conversations × CRM Deal Ledger Fusion
NL BI Query Ready
Identity-Resolved Accounts
12,480
Web / Voice / WeCom / Tickets Linked
High-Intent Win Rate
31.4%
True Closed-Won ROI by Channel
Top Buyer Objections This Week
Credit Thresholds · Cross-Region SLA
Sales Playbook Action List Generated
✦ Executive Insight:Inbound prospects asking about 'cold-chain monthly billing' convert at 2.4x the baseline rate — surface Net-30 terms upfront and fast-track routing to the Key Accounts team.
Unified ID
Compliant inbound identity resolution for continuous cross-touchpoint journey tracking
Public- & Private-Domain Asset Convergence
Unstructured multi-turn dialogue semantics × structured CRM, orders & tickets
True Revenue ROI
Measure qualified pipeline rate and closed-won revenue contribution per channel
Conversational BI
Instant natural-language drill-down across business units, periods, and topics
CORE CAPABILITIES

Four Core Capabilities Purpose-Built Around Real Enterprise Workflows

Unified Customer Identity 01

Cross-touchpoint profile resolution & full-lifecycle timeline

Strictly separates anonymous public traffic from authenticated inbound leads; once identity is resolved, acquisition source, interaction summaries, tags, contracts, and tickets unite under a single customer view.

Channel & Funnel Attribution 02

Pinpoint which acquisition channels and sales pitches drive closed-won deals

Moves beyond surface-level vanity clicks to compare qualified opportunity rates, sales cycle length, and exact drop-off reasons across every channel and sales team.

Voice of Customer (VoC) & Risk Radar 03

Auto-clusters recurring buyer objections, competitor mentions & product defects

Distills pricing pushback, lead-time concerns, feature gaps, and early complaint signals from massive pre- and post-sales transcripts into cross-functional action plans.

Closed-Loop Strategy Flywheel 04

Insights directly refine marketing topics, sales playbooks & routing rules

Codifies real questions from high-value closed accounts and winning pitches from top performers into standard enterprise playbooks — upgrading acquisition content, reception Q&A, and lifecycle SOPs.

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 · open-skill
Open-Skill Call Agent

Officially Listed on Tencent WorkBuddy & OpenClaw

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04 · scrm
StepOne SCRM Agent

Turn WeCom contacts into trackable enterprise assets

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05 · insight Current
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 StepOneAI's Wenquxing LLM and parent company Richinfo's RichAI LLM, empowering marketing, sales, support, and operations teams to collaborate around a unified customer profile. Launch the console now or book a tailored demo.

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