User Guide
I. Platform Introduction
1.1 Welcome Message
Dear User,
Welcome to the Xpirory Enterprise Services and Non-standard Product Business Development AI Platform, and let's embark on a new journey of global business development! Our platform provides one-stop full-process AI sales and pre-sales tools, including Market Analysis, Global Lead Generation, Customer Engagement, Sales Strategy Coaching, Pre-sales Consultation, Technical Support, etc. We are committed to helping B2B clients offering enterprise services and non-standard product break through geographical limitations and achieve efficient and precise business development and business growth in the global market.
1.2 Platform Positioning and Target Users
The Xpirory Enterprise Services and Non-standard Product Business Development AI Platform is primarily oriented towards B2B clients providing enterprise services and non-standard product, helping enterprises solve core challenges in global business development such as "where is the market, who are the customers, how to communicate, and how to convert". The platform's target users are sales and pre-sales personnel of such enterprises.
1.3 Overview of Core Functions
The Enterprise Services and Non-standard Product Business Development AI Platform consists of two major modules: the Sales Development AI Assistant and the Pre-sales Support AI Assistant. The main functions covered by these two modules are as follows:
Sales Development AI Assistant:
Market Analysis
Global Lead Generation
Customer Insights
Smart Poster Generator
Client communication
Sales Strategy Coach
Pre-sales Support AI Assistant:
Pain Points Discovery Expert
Operation Simulation and Analysis Platform
Solution Generation Platform
Demo & Training Platform
1.4 Technical Advantages of the Platform
Xpirory's core strength lies in using AI technology as the underlying driver to build an intelligent tool matrix covering the entire global business development process. Meanwhile, through the triple advantages of "data accuracy + cultural adaptability + efficiency-cost optimization", it has formed global business development solutions for enterprises. Its differentiated value lies not only in the functional innovation of tools but also in helping enterprises engaged in enterprise services and non-standard product achieve intelligent upgrades across the entire chain from "market development" to "customer conversion" through the deep integration of "technology + scenarios + industry know-how".
II. Quick Start Guide
2.1 Registration and Login
(1) You can find the login interface by clicking the Login button on the homepage of the official website.
(2) On the login interface, click Sign Up to enter the account registration page.
(3) Complete the registration information by entering your email address and customizing the platform login password. (Note: Please use your real email address for registration, as subsequent steps will involve email verification.)
(4) After completion, click Register, and the system will automatically pop up a prompt for you to go to your email to complete the final verification step.
(5) At this point, you need to check your email for a message from Xpirory and click the Verify Now button to complete the verification.
(6) Upon successful verification, the webpage will automatically redirect to the login page. You can then log in to the platform by entering your login account and password again.
(7) After logging in, users will see a window for setting the company name.
For ordinary individual users or enterprise administrators (usually the first account of the enterprise), they can set a company name according to the actual situation to determine the association between the account and the enterprise.
For ordinary enterprise users (the second and subsequent accounts applied for and activated under the same enterprise), they can directly close this window. Then, in the Company Information section of the upper-right menu, select Join and fill in the company number provided by the enterprise administrator to join the enterprise created by the administrator, thereby enabling data sharing and unified points settlement.
2.2 Platform Interface Tour
The platform interface mainly consists of three parts: the function menu, work area, and information center.
Function Menu: All major function entries of the platform are located in the function menu. You can select the corresponding function menu to access specific functions as needed.
Work Area: The main operations of each function are concentrated in the work area.
Information Center: The information center contains functions such as personal information editing, company information editing, Email binding, benefit descriptions, help center, language switching, and system logout.
2.3 Account Password Modification
Select Personal Information from the drop-down menu in the upper right corner to modify your account password in the pop-up window.
2.4 Company Name Setup
Select Company Information from the drop-down menu in the upper right corner to add your company name in the pop-up window.
2.5 Personal Email Binding
Select Personal Email Address from the drop-down menu in the upper right corner to add and bind an email address in the pop-up window, which aids in the normal use of email sending functions on the platform.
III. Detailed Explanation of AI Sales Development Assistant Functions
3.1 Market Analysis
Function Overview:
The Market Analysis tool is built based on the deep research technology of AI large models, aiming to provide users with systematic and professional market analysis solutions. Through advanced data collection and processing algorithms, the tool can search for various data types including policies, charts, news, and reports in multiple languages. Combined with the enterprise's business characteristics and strategic goals, it conducts in-depth research and quickly outputs customized market analysis reports tailored to the enterprise's business content and objectives, significantly reducing the difficulty and cost of market analysis for users.
Operation Steps:
(1) Click the "+" icon on the Market Analysis interface to open the new market analysis report creation interface.
(2) After entering information including the report name, enterprise information, planned promotion business, and target market information according to the pop-up prompts, click "Next." (If the entered enterprise information and planned promotion business content will be frequently used in the future, you can click the "Save Enterprise Information Template" button in the upper right corner to save the filled information as a template, which can be directly imported into the input field via the "Import Enterprise Information" button next time. For enterprise information maintenance, see Section 3.4 of this chapter.)
Filling Instructions:
Report Name: The document name of the market analysis report to be generated.
Enterprise Information: Details about the user's enterprise, such as positioning, main products, and target customers.
Planned Promotion Business: Details of the business content the user plans to promote in the target market.
Target Market: Enter the country or region of the target market.
(3) The AI will initially understand the information entered by the user and return detailed questions requiring further confirmation. Users need to answer and confirm these questions.
(4) After completing all detailed question responses, users can select the corresponding analysis categories, search material language, and output language requirements based on their analysis needs.
Option Explanations:
Select Analysis Category: Each category selected by the user determines the analysis items included in the market analysis report. Users can choose according to their needs.
Search Data Language: Users can select the common language of the target market's country or region. The AI will conduct targeted searches in the selected language to ensure access to the latest and most comprehensive data in the target market.
Output Language: Users can choose the report generation language based on their reading habits.
(5) After generation is complete, click the “eye” icon on the report cover to open and view the report.
3.2 Global Lead Generation
Function Overview:
The Global Lead Generation function deeply integrates customs trade data, mainstream social media dynamics, and enterprise official website information to build a vast and accurate business database. Users only need to enter keywords or enterprise names, and the system can conduct intelligent search and precise matching from multiple dimensions such as industry attributes, country of operation, and transaction history, enabling the acquisition of massive customers' valid contact information at low cost and short cycle, and conducting insight analysis and precise email marketing for target customers.
3.2.1 Lead Discovery
Operation Steps:
(1) Users first select the "Purchaser" or "Supplier" tag to determine the type of enterprise being searched, then choose "By Keyword" or "By Company" to determine the search method.
(2) Enter search content, which can be keywords of goods previously traded by target customers or company name keywords.
(3) Select search time range, country, or HSCode as filtering conditions according to actual needs, and click "Search" to search for target customers.
(4) Users can click the "View" button behind each piece of information in the list to view detailed information about potential target customers.
(5) On each customer's details page, users can conduct preliminary evaluation based on the enterprise profile and official website information to understand the customer's basic situation. If the enterprise is a target customer, they can further click "Get Contact Information" to obtain the enterprise's contact person.
(6) Additionally, users can view the enterprise's procurement and supply chain relationships through the "Customs Data" tag. For enterprises on the relationship map, users can continue clicking to further excavate enterprises in the supply chain.
(7) For target enterprises, users can click the "Add to Company List" button in the upper right corner, create a new or select an existing tag type in the pop-up window, and click "Confirm" to add the enterprise to the customer management list.
3.2.2 Customer Management
(1) In the customer management list, users can filter and view recorded target customers, modify tags, re-view, or unrecord them.
(2) Click "View" in the customer management list to re-enter the enterprise's details page. By clicking the "Send Email" button next to the key contact, users can pop up the email sending window to send marketing emails. (To use this function, personal email information needs to be bound in advance; see Section 2.4 of Chapter II for details; specific email function introduction is in Section 3.6 of Chapter III.)
(3) Click the "Enterprise Insights" tag, fill in information according to prompts, and further generate the enterprise's customer insights report. (For a complete introduction to the customer insights function, see Section 3.3 of Chapter III.)
3.3 Customer Insights
Function Overview:
The Customer Insights function is built based on the deep research technology of AI large models, aiming to provide users with accurate and efficient customer in-depth analysis solutions. Through advanced data collection and processing algorithms, this function can real-time scrape massive data related to target customers, combine with the user's enterprise product characteristics and business objectives for intelligent analysis, and quickly output professional customer insights reports, significantly reducing the complexity and time cost of in-depth research on target customers.
Operation Steps:
(1) Click the "+" icon on the Customer Insights interface to open the new customer insights report creation interface.
(2) After entering information including the report name, enterprise information, planned promotion business, and target customer-related information according to the pop-up prompts, click "Next." (If the entered enterprise information and planned promotion business content will be frequently used in the future, you can click the "Save Enterprise Information Template" button in the upper right corner to save the filled information as a template, which can be directly imported into the input field via the "Import Enterprise Information" button next time. For enterprise information maintenance, see Section 3.4 of this chapter.)
Filling Instructions:
Report Name: The document name of the customer insights report to be generated.
Enterprise Information: Details about the user's enterprise, such as positioning, main products, and target customers.
Planned Promotion Business: Details of the business content the user plans to promote in the target market.
The Name Of Your Customer: Enter the full name of the target customer enterprise to be analyzed.
Official Website Address: Enter the official website URL of the target customer enterprise to be analyzed.
Company Profile: Enter the profile information of the target customer enterprise to be analyzed.
(3) The AI will initially understand the information entered by the user and return detailed questions requiring further confirmation. Users need to answer and confirm these questions.
(4) After completing all detailed question responses, users can select the corresponding analysis categories, search material language, and output language requirements based on their analysis needs.
Option Explanations:
Select Analysis Categories: Each category selected by the user determines the analysis items included in the customer insights report. Users can choose according to their needs.
Search Material Language: Users can select the common language of the target customer's country or region. The AI will conduct targeted searches in the selected language to ensure access to the latest and most comprehensive data about the target customer.
Output Language: Users can choose the report generation language based on their reading habits.
(5) After generation is complete, click the "Browse" icon on the report cover to open and view the report.
3.4 Company Profile
Function Overview:
The Company Profile function mainly assists the Market Analysis and Customer Insights functions in maintaining and quickly inserting commonly used enterprise information. Under this function, users can pre-set their own enterprise information and planned promotion business details, and can also edit or delete information at any time. In addition, information saved via the "Save Enterprise Information Template" button in the Market Analysis and Customer Insights interfaces will also be synchronously saved to the information list under the Company Profile menu.
Operation Steps:
(1) Click "Add Enterprise Information" to open the enterprise information filling interface.
(2) After filling in relevant information in detail according to the filling prompts, click the "Save" button to complete the saving of this template information.
(3) Click the "Edit" or "Delete" button behind a template information entry to edit or delete the information.
3.5 Smart Poster Generator
Function Overview:
The Smart Poster Generator function relies on advanced AI technology to integrate intelligent image generation, automated copywriting, and multi-language output. The AI image generation engine quickly generates high-quality images based on user-defined styles and visual content; it supports importing custom poster templates, and combines with the user's own knowledge base documents, the AI deeply analyzes and automatically generates poster copy, matching the template layout to complete content filling.
3.5.1 Image Generation Management
Operation Steps:
(1) Click the "AI Generated" button in the upper right corner to enter the AI image generation editing page.
(2) Select the image generation ratio through the drop-down menu.
(3) Provide detailed descriptions of the image style and visual content according to the prompts in the text input field.
(4) Click the "Click To Generate" button at the top and wait a moment to see the image preview in the generation results.
(5) Click the "Return" button in the upper right corner to return to the image list; click an image to view it in full size.
(6) Right-click the opened image and select "Save Image As" to save the image to your local device.
3.5.2 Poster Generation Management
3.5.2.1 Poster Templates
Operation Steps:
(1) Switch to the poster element maintenance interface via the "Poster Elements" tag.
(2) Click the "Newly Add" button to add elements needed in the poster. These elements are divided into two types: "Text Input Box" and "Image Input Box." During subsequent poster generation, the system will automatically identify the corresponding element types and insert the corresponding content.
(3) After adding the required elements, click the "Poster Template" tag to switch to the poster template settings page.
(4) After clicking "Add," set the poster template name and the prompt words for poster copy generation.
(5) Prompt word settings need to follow the following format requirements: [Note: Specific format requirements should be added here if provided by the user]
(6) After adding the prompt words, click "Save And Proceed To Next Step" to enter the poster template editing interface.
(7) Click the "Design" tag, select "Advanced settings" in "Slide Size setting," and define the poster dimensions.
(8) If you need to add a background to the poster, insert an existing image as the background via the "Image" button in the "Insert" tag.
(9) Next, click the "Plugins" tag, find the "Insert element" button, and you will see the text and image elements previously added in the poster elements. Users can add these elements to the poster according to their layout needs and adjust their position, size, and other styles. The AI will automatically generate and insert copy and image content based on these elements' layout positions.
(10) For fixed elements that do not need to be generated, such as subheadings, fixed patterns, or decorative lines, they can be directly added via various tools under the "Insert" tag. These elements will not change with the generation results during subsequent poster generation.
(11) Now，the poster template is set up. The system will automatically save in real time; closing the page tag will exit the poster template editing.
3.5.2.2 Poster Generation
Operation Steps:
(1) Click "AI Generated" to enter the poster generation interface.
(2) Click "Upload Files" and select one or more documents for the AI to reference in this generation. After this generation task is completed, the document will be automatically saved to the poster knowledge base. It can be directly selected from the "Knowledge Base Selection" drop-down menu next time.
(3) Enter the poster file name, select the corresponding poster template, and fine-tune the automatically populated prompt words to help the AI better understand the generation requirements.
(4) Select the copy output language, and the AI will generate copy content according to the language requirements.
(5) Add poster notes to facilitate quick understanding of the poster's detailed information in the list later and assist in future searches.
(6) Select the images to insert and set the corresponding image types; the system will automatically insert images according to the image input field type. Click the "Select Image Library Images" button to choose AI-generated images under the "Image Generation Management" menu; click the "Upload Local Images" button to select and insert images from your local computer.
(7) Click "Generate" and after the AI completes generation, the system will automatically open the poster editing interface.
(8) For copy content that needs modification or adjustment, use the "AI generate" tool under the "Plugins" tag to regenerate the content. After generation, directly copy and paste the result into the text field to complete the modification and replacement.
(9) For image content that needs replacement, use the "AI Image Generate" tool under the "Plugins" tag to generate new images for replacement.
3.5.2.3 Poster Knowledge Base
Operation Steps:
(1) Reference documents uploaded during poster generation will be automatically saved to the poster knowledge base management list. Users can edit file descriptions or delete reference files here.
(2) In addition, commonly used reference documents can be added in advance via the "Add" button for quick selection and use during future poster generation.
3.6 Client communication
Function Overview:
Client communication includes three core modules: intelligent email marketing, cross-cultural communication support, and real-time speech translation. Users can preset email templates for routine communication responses; select challenges encountered in the sales stage and use the Sales Strategy Coach to automatically generate response content and sales guidance; use business email translation functionality to translate content according to the business cultural habits of the customer's location; and use real-time speech translation tools to enable cross-language real-time communication.
3.6.1 Strategic Email Composer
Operation Steps:
(1) On the Strategic Email Composer page, view the list of sent emails. Click the large "Add" button in the upper left corner to open the new email editing interface.
(2) In the email sending page, select an enterprise recorded in customer management via the drop-down menu in the upper right corner. After selecting the corresponding enterprise, click the recipient drop-down menu to select a contact under that enterprise. Users can also add recipients by directly entering email addresses.
(3) Email content can be edited in three ways:
a. Manually write the body content and send.
b. Directly insert and edit preset templates via the email template function.
c. Generate email guidance and body content via the Sales Strategy Coach and edit. (For specific operations, refer to Section 3.7 of this chapter.)
(4) For edited body content, use the translation function to translate it into the corresponding language according to the business cultural habits of the customer's country or region.
(5) For inserting images into the body, click "Insert Picture" to select AI-generated images under the Image Generation Management function in the pop-up window; or click "Insert Local Image" to directly select and insert images from your computer.
(6) After all email content is processed, click the "Sending" button in the upper right corner to send.
(7) If the edited email content is not yet ready for sending, click "Save Draft" to save it to the "Draft Box." Click the "Return" button to go back, switch to the "Draft " tag, select the corresponding draft, and click "Edit" to continue modifying and sending the email content.
3.6.2 Email Templates
Operation Steps:
(1) Click "Add" to create a new email template, such as a cold email for a certain type of customer, company introduction, or holiday greetings.
(2) Fill in the email template content in the pop-up window and save to complete the setup of an email template.
(3) Click the "Edit" button to modify existing templates.
3.6.3 Background Information
Operation Steps:
(1) In Background Information, add multiple sets of enterprise information and email signatures to facilitate automatic import into input fields when using the Sales Strategy Coach, reducing repetitive information entry.
(2) Click "Add," fill in relevant content one by one in the pop-up window, and click "Save" to complete the addition of a set of enterprise information.
(3) If there are multiple sets of enterprise information, click the "Default Use" button behind the group to set it as the default option. The system will automatically populate the default enterprise background information in the Sales Strategy Coach's information input interface.
(4) Email signature settings and usage are exactly the same as enterprise information and will not be repeated here.
3.6.4 Real-time Speech Translation
Coming soon, stay tuned.
3.7 Sales Strategy Coach
Function Overview:
The Sales Strategy Coach is an intelligent guidance tool specially designed for To B sales scenarios. Relying on AI large models and an industry-specific sales challenge database, users input enterprise business and customer background information, select communication challenges (such as initial communication, deadlock, competitor comparison, etc.), and the AI combines a massive To B sales case database to deeply analyze customer types, deduce optimal communication strategies through multi-dimensional decision models, and generate complete communication plans including script content and guidance suggestions. The built-in AI translation module supports real-time conversion of multiple mainstream business languages, adapting to the business culture of the customer's country or region.
3.7.1 Sales Strategy Coach
Operation Steps:
(1) Click the "Add" button to pop up the new strategy window.
(2) Users fill in basic information according to their actual situation. If users have pre-set information in "Enterprise Background ," the system will automatically import enterprise information and email signature information into the dialog box. Users can also click the "Import Background Information" button in the upper right corner to select other preset enterprise information.
(3) Filling Instructions:
The Name Of The Policy: The name of the sales strategy guidance to be generated.
Company Information: Details of the user's enterprise.
Target Customer Information: Details of the target customer enterprise currently being communicated with.
Message Signature: The user's own email signature information.
The Recipient Type: The type of target customer currently being communicated with, divided into "End Users" and "Partners."
Position of Recipient: The position of the target customer contact currently being communicated with.
Sales Stage Selection: Before selecting the sales stage, first choose the type of marketing email, divided into "EU: AI Marketing Email" (for end users) and "SI: AI Marketing Email" (for partners). After selecting the corresponding type, the "Dilemma Scenario Selection" option will appear. At this point, select the corresponding dilemma scenario according to the specific sales stage and issue.
Output Language: Only need to select the language convenient for self-reading and modification; the content can be further translated into the target language easy for customers to read via the translation function later.
Supplemental Information: Supplement other information according to actual conditions to provide auxiliary explanations for the current situation.
(4) After filling in the information, click the "Generate" button and wait a moment to obtain the sales strategy results.
(5) Click "Edit The First Draft" to view the generated results. In the generated results, black-highlighted parts are guidance suggestions, and non-highlighted parts are generated body content. Users can manually adjust and supplement the body content according to actual conditions. After modification, click "View The Final Version," and the body content will be saved to the "Final Draft" page.
(6) Click the "Final Draft" tag to switch to the final draft preview and translation interface. After selecting the target language for body translation, click "Translation," and the AI will translate the full text according to the business expression habits of the target language's country.
(7) After translation is complete, click "Save The Translation," and the translated version of the body content will be saved to the "Translations" page, which can be copied to other places for use at any time.
3.7.2 Enterprise Background Information
Operation Steps:
(1) In Enterprise Background Information, add multiple sets of enterprise information and email signatures to facilitate automatic import into input fields when using the Sales Strategy Coach, reducing repetitive information entry.
(2) Click "Add," fill in relevant content one by one in the pop-up window, and click "Save" to complete the addition of a set of enterprise information.
(3) If there are multiple sets of enterprise background information, click the "Default Use" button behind the group to set it as the default option. The system will automatically populate the default enterprise background information in the Sales Strategy Coach's information input interface.
(4) Email signature settings and usage are exactly the same as enterprise information and will not be repeated here.
IV. Detailed Explanation of AI Pre-sales Support Assistant Functions
4.1 Pain Points Discovery Expert
Function Overview:
The Pain Points Discovery Expert is an AI-powered intelligent retrieval platform for enterprises to categorically display solutions and business pain point knowledge. Users can showcase enterprise solutions through hierarchical classification by industry, industry map, scenario region, scenario pain points, functional requirements, solutions, etc. Pre-sales personnel can use this tool to guide and help customers quickly explore industry scenario pain points and solutions, efficiently mining project opportunities. Meanwhile, leveraging the AI retrieval function, users can search for operational management challenges in natural language, and the AI will combine professional knowledge from the solution knowledge base to output answers and provide solution document indexes. With the supporting Pain Points Analysis Platform, users can independently configure industry classifications, bind pain points to solutions, and configuration results are real-time synchronized to the Pain Points Discovery Expert platform.
4.1.1 Pain Points Analysis Platform
The Pain Points Analysis Platform serves as the management backend for the Pain Points Discovery Expert, allowing users to configure relevant industries, pain points, and solutions according to their needs to achieve optimal display effects.
4.1.1.1 Industry Management
Three-tiered structures can be created in Industry Management to display pain points and solutions.
(1) Click "Add Root Node" to set the name and display order of primary industries via a pop-up window. The smaller the sorting value, the higher the ranking.
(2) In the operation area behind the primary industry name, click "Add Nodes" to set the name and order of secondary industries. The smaller the sorting value, the higher the ranking.
(3) A panoramic image of the industry needs to be uploaded in the secondary industry settings window as the basis for scenario division.
(4) After uploading the panoramic image, click "Edit Base Map" in the operation area behind the secondary industry name to perform scenario region division.
(5) In the popped-up base map interface, after continuously clicking multiple points with the mouse to form a closed area, a pop-up window for setting the region name will appear. Enter the region name and click the "Save" button to complete one scenario region. Other regions are set in the same way.
(6) After all regions are drawn, close the base map editing window, and the three-tiered industry scenario classification is complete.
4.1.1.2 Pain Point Management
Pain points set in Pain Point Management are mainly used for subsequent binding with solutions and scenario regions.
(1) Click the "Add" button and enter corresponding information according to prompts in the pop-up window to complete the setting of a pain point.
(2) Filling Instructions:
Industry: Since pain points in similar industries have a certain degree of generality, pain points are classified by primary industry.
Pain Point Category: This category can be self-defined, such as setting by resource object categories like personnel, vehicles, equipment, facilities, goods, and venues.
Pain Point Details: Describe an objective fact in one sentence. To facilitate subsequent display and selection, it is not recommended to be too long.
(3) After clicking "Confirm," a pain point will be successfully set.
4.1.1.3 Basic Solution Management
After information in Industry Management and Pain Point Management is set, association and binding of basic solutions can be carried out.
(1) Click "Add" to set solution content via a pop-up window.
(2) Select the industry and scenario to which the solution belongs as prompted.
(3) Upload the corresponding PDF file and solution cover screenshot of the solution.
(4) Select the pain points that the solution can address and click "Confirm" to complete the association and binding of solutions, pain points, and scenarios.
4.1.1.4 System Management
In Company Management under System Management, users can replace their company logo. Click "Modify," upload a custom logo image in the pop-up window, and click [Determine].
4.1.2 Pain Points Discovery Expert
Click the "Click To Try" button on the homepage of the Pain Points Analysis Platform to directly jump to the homepage of the Pain Points Discovery Expert. Users can share the homepage link of their Pain Points Discovery Expert with corresponding customers for solution exploration and viewing.
(1) Switch between different industry classifications via primary industries at the top.
(2) Click "View Details" of a secondary industry to enter the scenario map interface.
(3) Select corresponding scenario regions and view pain points under those regions via region names on the left or scenario regions on the scenario map.
(4) After selecting a pain point in the pop-up window, click "View Detail" to browse solution details.
(5) If there are specific pain points for solution retrieval, you can also directly search by asking questions in the AI intelligent search bar.
4.2 Operation Simulation and Analysis Platform
Function Overview:
The Operation Simulation and Analysis Platform quickly constructs a visualized operational simulation site by integrating behavioral data of various resource elements such as personnel, vehicles, and equipment entered by users with maps uploaded by users. Leveraging the powerful analytical capabilities of AI large models, the platform conducts in-depth diagnostic analysis of potential optimization points for various resources in enterprise operations and provides corresponding solution recommendations and estimated optimization effects. Users can conduct comparative analyses of indicators for these optimization solutions to quickly identify current operational optimization directions, significantly shorten the cycle of lean improvement, and pre-obtain benefits from operational improvements.
Operation Steps:
4.2.1 Create New Project
Click the button in the upper right corner and select "Add Project" from the drop-down menu.
4.2.2 Basic Resource Data Entry
(1) Create Project: Users can customize the name of the new project. After "Save" the project name, click "Next step".
(2) Upload CAD Map: Users need to upload a CAD drawing file as the simulation analysis map. Click "Download Template" to download a demo file for drawing. Requirements for uploaded CAD drawing files are as follows:
a. The length unit in CAD drawings is meters.
b. The DXF file must be in AutoCad 2000 version.
c. Walls and road networks are drawn with lines in their respective layers; production lines, storage areas, storage locations, and workstations are drawn as closed rectangular layers.
d. Layer names are separated by "-", for example:
Wall layer: named with "-qt" suffix
Road network layer: named with "-lw" suffix
Production line layer: named with "-cx" suffix
Storage area layer: named with "-kq" suffix
Storage location layer: named with "-kw" suffix
Workstation layer: named with "-gw" suffix.
Click "Upload" to upload the CAD drawing file. After uploading, click "Save" to generate the behavior map.
Additionally, users can upload images as simulation analysis maps. After uploading, users need to enter the corresponding length and width dimensions of the real-world site represented by the map to ensure that the movement paths of various resource objects in subsequent simulations approximate real-world conditions.
(3) Import Basic Data: Users can import basic data including field elements such as "Personnel," "Vehicle," and "Container." Taking "Personnel" as an example, click "Person data import."
Click "Download" from the pop-up menu to download the Excel template for personnel data import.
Users fill in basic data according to the template, customizing "person name" and "role name."
After filling, click "Upload file" to import the completed personnel information form.
After importing, the user-defined personnel data will be displayed. Similarly, basic data for other field elements can be imported using the same steps. After completion, click "Next step."
(4) Behavior Management: This step requires defining behavior templates for imported resource elements. Users can split or merge standard operation times for each position in their enterprise and fill them into the behavior templates as the basis for visualized simulation analysis.
When "creating behavior template," first define basic information including "Name," "Resource type," "Role," "Task Nums/day," "Start time," "Standard hours/day," etc.
Then define the behavior information for this group of behavior templates. Each behavior template consists of multiple behavioral actions, representing the action combination required for this role to complete a task. Taking the "forklift template" as an example, forklift actions may include "ground loading," "loaded driving," "shelving," "scanning," "unloaded driving," etc.
For example, when defining the "loaded driving" action for a forklift, it is necessary to define the average time spent on a specific driving behavior (e.g., from the platform to the shelf area), select possible invalid behaviors, and finally define the area or path where the action occurs.
After defining an action, click the blue "+" in the upper right corner to continue adding the next action until all actions required for the role to complete a task are defined. Click "Save" to save the behavior template group.
Click "Manage Behavior Templates" to view or edit saved behavior templates.
Upon completion of basic resource configuration, click the "Complete" button in the lower right corner to directly enter the simulation interface.
4.2.3 Simulation Optimization Analysis
Click the button in the upper left corner and select "Simulation Optimization" from the pop-up menu to switch to the operation simulation analysis page.
Click the "Play" button in the middle to start the simulation analysis.
The simulation analysis interface is divided into five sections:
a. Map Resource Filter Module (upper left): Filters and displays field elements on the behavior map; by default, all imported resource elements are displayed and analyzed.
b. Indicator Dashboard Module (upper right): Displays various indicators of field elements during task execution; users can filter by element and role to view specific indicators.
c. AI Expert Module (far right): The AI large model continuously analyzes identified optimization points and displays them one by one. For proposed solutions to optimization points, users can click the "Optimize Now" button to apply solutions to target resource elements, with optimized effects reflected in the behavior map and indicator dashboard. Users can also directly ask the AI expert questions via the dialog box at the bottom, such as technical terms, application scenarios, and value propositions.
d. Resource Data Display Module (bottom): Shows imported basic data and task simulation execution status.
e. Visual Simulation Module (middle): Visually displays the activities of all resource elements on the map.
Function buttons in the upper right corner of the AI expert module:
One-click Full Optimization: Automatically applies all identified optimization points to reduce manual clicks.
Skip All Optimizations: Bypasses all optimization points without applying changes.
Pause Recommendation: Suspends the AI model from recommending new optimization points.
Solution Set Save: Allows users to select interested optimization points to form a solution set for subsequent comparative analysis.
Click the "Play" button in the middle to pause/resume the simulation or adjust the simulation speed using different playback rates.
4.2.4 Optimization Solution Comparison
Click the button in the upper left corner and select "Optimization Comparison" from the pop-up menu to switch to the optimization solution comparison page.
On the optimization solution comparison page, users can independently compare simulation effects before and after optimization or contrast different solution combinations to better select suitable improvement points for further development.
The "Solution Set" on the right displays actionable improvement points for the current solution and allows switching between different solution sets via the "Switch Solution" button.
Users can click the "Play" button in the middle to simultaneously run simulations for two solution sets or select the "Play" button on one side for single-set simulation analysis. Adjust simulation speed using different playback rates.
Click the "Optimization Details" button in the lower right corner of each simulation screen to view the expected effects of individual optimization solutions within the set.
Click the "VS" button in the middle to compare by resource type, role type, and indicator type, detailing metric differences between solution combinations to help users intuitively evaluate optimal options.
4.3 Solution Generation Platform
Function Overview:
The Solution Generation Platform is a powerful tool that leverages AI large model capabilities to assist pre-sales users in ToB enterprises in quickly generating PPT solutions. The platform supports user-defined PPT solution templates, preset PPT pages, customizable solution outlines, and can rapidly and controllably generate PPT solutions for enterprise customers based on uploaded exclusive reference documents. Meanwhile, solution content supports multi-language output, helping users easily meet the reading needs of global customers. Additionally, the platform serves as a robust solution management tool, allowing users to centrally file generated standard solutions into corresponding industry and scenario maps with one click, bind them to specific pain points, and facilitate knowledge sharing across teams, reducing repetitive work internally.
Operation Steps:
4.3.1 Template Setup
(1) Element Management: The text and image elements set here serve as the basic carriers for AI-generated content. All variable content in PPT templates that requires automatic generation by AI must be associated with Add corresponding elements.
Text Input Field:
Click the "New " button, enter the element name (e.g., solution title) in the pop-up window, and select "Text Input Field" as the category. Additional settings for text elements will then appear:
Text Return Type: "Text" represents output as a paragraph; "Classification" represents bulleted output.
Problem Details: This is a preset prompt used when modifying text via the "AI Generate" tool on the poster editing page. For example, for a solution title, the question could be: "Please help me summarize a concise and easy-to-understand solution name." If not preset here, prompts can also be directly entered in the poster editing interface.
Text Length: This option sets a value to limit the length of output text.
Image Input Field:
Click the "Add" button, enter the image element name (e.g., product image) in the pop-up window, select "Image Input Field" as the category, and choose the corresponding image return type from expanded options to complete image element setup.
After adding all elements, proceed to solution template setup.
(2) Template Management: PPT template management allows creation of PPT template styles tailored to user habits, presetting fixed pages like company introductions, and designing outline prompts for AI-generated content to enable controlled generation.
The platform supports creating and editing PPT templates via two methods: "Add Blank Template" or "Upload Custom Template." Taking "Upload Custom Template" as an example, the editing process is as follows: Click to upload a PPT template file in the pop-up window, click "Confirm," and wait for a success prompt to indicate completion.
Locate the newly created template in the list, click "Edit Template" in the operation area to open the PPT template editing interface.
Switch to the "Plugins" tab in the editing page and click "Insert Element." The elements set in Element Management will appear in the left sidebar. These element input fields are where AI will automatically insert content later. For example, insert the solution title into the home page and adjust text box size, position, and font size so that the AI can automatically insert the generated title into this text field. Other text input fields are set similarly.
Image elements are set in a similar manner to text: select an image element, click "Insert," and a red frame will appear in the editing interface. Adjust the frame size and position to complete image input field setup. During solution generation, selecting the corresponding image type will insert the image into this frame.
For fixed pages or information, use PPT's built-in editing tools to add text and images, which will remain unchanged during generation.
If relevant image and PPT materials have been uploaded to Material Management, they can be directly inserted as fixed content via the "Insert Material" and "Insert PPT" buttons in the plugin toolbar to assist template editing.
After editing all elements in the template, close the PPT editing page and return to the template management list. Click the "Edit" button in the template's operation area to further edit the PPT template name and prompt words in the pop-up window.
In the pop-up window, we can edit the template name based on its intended use and focus on modifying the prompt content. This completes the template setup.
Here, prompt words serve as outline instructions and requirements for the AI. Specific writing rules are as follows:
Example:
"Please help me generate a solution applied in the [xxxx field], named [xxxx Solution]. This solution uses [xxxx] technology to solve [xxx] problems and achieve [xxxx] effects. Please generate detailed content for this solution based on the uploaded documents, and output content according to the following framework:
Solution Title: Summarize a concise and easy-to-understand solution name.
Project Background: Explain the application background of the solution in detail.
Core Pain Points: List and elaborate on the pain points the solution addresses.
Solution Overview: Briefly describe the main content of the solution and the quantifiable value it brings.
Scenario Description: Describe how the solution is applied in this scenario.
Solution Value: Summarize the application effects and value of the solution in one sentence.
Solution Components: List the products comprising the solution and detail the functions and value of each product.
Solution Process: Describe the actual operation process after applying the solution step by step.
Solution Highlights: Summarize the highlights of the solution in bullet points."
4.3.2 Solution Generation
Since solution content required by enterprises is often not directly obtainable from public online knowledge, the solution generation function supports uploading reference documents to ensure generated results better meet enterprise needs.
Click the "AI Solution Generation" button, then click "Select File" in the pop-up window to upload local documents (supporting up to 10 documents). Users can also click "Online Solutions" to select previously uploaded and saved documents from the AI knowledge base as reference materials.
After clicking "Confirm," the system will parse images from all reference documents. Upon completion, in the image material definition window, select images applicable to the current solution and define their corresponding image categories. This will automatically insert images into corresponding image element frames in the PPT template. Notably, images with defined categories are also automatically saved to the image material library, so naming images facilitates library management. Images without defined categories are not saved to the library.
After defining image categories, click the "Next" button in the upper left corner. Fill in information as prompted, select the output language and template for generation, and refine prompt word content.
Click "Generate Solution," and after a short wait, enter the solution editing interface to further modify and improve the generated content.
Use the "Insert Element" tool under the "Plugins" tab to select existing materials for solution improvement.
Click the "Insert PPT" button to open uploaded PPT materials. Select desired pages and use "Ctrl+C" and "Ctrl+V" shortcuts to add them to the current solution.
Click the "AI Generate" button to regenerate specific generated results.
For multiple regenerations, use the "AI Batch Generate" button to add multiple generation requests to a list for batch processing.
4.3.3 Solution Filing
Completed standard solutions can be filed into industry maps via the filing function for knowledge sharing and quick learning by colleagues. Prior to filing, industry maps and pain point-related basic data must be established.
4.3.3.1 Industry Management
Four-tiered structures can be created in Industry Management to display pain points and solutions:
(1) Click "Add Root Node" to set the name, cover image, and display order of primary industries via a pop-up window. Smaller sorting values mean higher rankings.
(2) In the operation area behind the primary industry name, click "New Node" to set the name and order of secondary industries. Smaller sorting values mean higher rankings.
(3) Click "Add Node" behind a secondary industry to add a business category and upload a corresponding business panoramic image.
(4) After uploading the panoramic image, click "Edit Base Map" in the operation area behind the business category name to divide scenario regions.
(5) In the popped-up base map interface, form a closed area by continuously clicking multiple points with the mouse, then enter the region name in the pop-up window and click "Save" to complete one scenario region. Other regions are set similarly.
(6) After drawing all regions, close the base map editing window to complete the four-tiered industry scenario classification.
Classification methods are not fixed; users can define content for each tier independently to form a knowledge management structure suitable for their enterprise.
4.3.3.2 Pain Point Management
Pain points set in Pain Point Management are mainly used for subsequent binding with solutions and scenario regions:
(1) Click the "New" button and enter corresponding information according to prompts in the pop-up window to complete pain point setup.
(2) Filling Instructions:
Industry Affiliation: Pain points are classified by primary industry due to generality across similar industries.
Pain Point Category: Categories can be self-defined (e.g., by resource object categories like personnel, vehicles, equipment, facilities, goods, and venues).
Pain Point Details: Describe an objective fact in one sentence (avoid excessive length for easy display and selection).
(3) Click "Save" to complete pain point setup.
4.3.3.3 Function Effect Management
Function effects set in Function Effect Management are used for binding with solutions and scenario regions. Since one pain point may have multiple functional solutions, function effects refer to the functions and desired outcomes for solving a pain point, enabling users to associate multiple solution types with one pain point:
(1) Click the "Add" button and enter corresponding information according to prompts in the pop-up window to complete function effect setup.
(2) Filling Instructions:
Function Effect Category: Categories can be self-defined (e.g., by resource object categories like personnel, vehicles, equipment, facilities, goods, and venues).
Industry Affiliation: Function effects are classified by primary industry due to generality across similar industries.
Function Effect Details: Describe the functional outcomes of a solution in one sentence (avoid excessive length for easy display and selection).
(3) Click "Save" to complete function effect setup.
4.3.3.4 Basic Solution Management
After setting up industry management, pain point management, and function effect management, solutions can be filed in two ways: through basic solution management or directly from the solution generation interface:
(1) Click "New" to set solution content via a pop-up window.
(2) Select the industry and scenario to which the solution belongs as prompted.
(3) Upload the solution's cover image.
(4) Select pain points and function effects to bind with the solution, then click "Confirm" to complete association.
(5) Alternatively, click the "File Solution" button behind a solution in the generation list, and select/bind items in the pop-up window to achieve the same filing effect.
Filed solutions are synchronized to other internal users via solution exploration, enabling knowledge sharing and reducing repetitive work on similar industry solutions.
4.3.4 Solution Exploration
Solution Exploration helps sales personnel quickly understand existing scenarios, pain points, and corresponding solutions across industries. By making simple modifications, they can output solutions to different customers and accelerate demand confirmation:
(1) In the Solution Exploration interface, progressively select the target customer's industry, scenario, pain points, and function effects to view corresponding solutions.
(2) Click "Generation" under the solution cover, select the target language in the pop-up window, modify variable parts of the prompt words, and click "Confirm." The AI will fine-tune the text content according to prompts to generate a new solution. If no modifications are needed, directly click "Confirm" to view the standard solution.
(3) In the new window, manually edit and adjust solution content, and use the "Download As" function under the "File" tab to save the solution locally. Adjusted solutions can be rechecked in the solution list menu.
(4) For direct searches by solution name, use the "Solution Search" function to quickly locate filed solutions.
4.3.5 Material Management
Materials for the "Insert Material" and "Insert PPT" tools in the solution editing page are maintained under the Material Management menu.
Documents and images maintained in the AI knowledge base are automatically saved from reference documents uploaded during solution generation and images parsed/used from those documents.
Users can also pre-upload documents via the "Add" button in AI knowledge base management for direct selection via the "Online Solutions" dropdown during solution generation as reference materials.
4.4 Demo & Training Platform
Function Overview:
The Demo & Training Platform is a live Demo practice site with remote real-time control capabilities, covering numerous digital application scenarios for on-site operation management. Users can remotely control multi-angle cameras and physical objects (personnel, vehicles, machines, materials, venues, equipment) in real time, fully experiencing how smart hardware products digitally empower on-site resource elements and improve management processes. This intuitively demonstrates the functional characteristics of IoT and other smart hardware, enabling quick verification and demonstration of solution applications anytime, anywhere, significantly enhancing Demo efficiency and reducing demonstration costs for users.
Operation Steps:
Coming soon, stay tuned.