What this category's data looks like
This page is intended for the enterprise sales product training scenario. The materials consist of three types: product manuals, sales messaging materials, and channel training schedules. Product manuals record product name, feature description, version number, and release date, and require signed confirmation; sales messaging materials record sales messaging, quantity commitments, and applicable versions, and require a receipt; channel training schedules record course name, training date, and instructor signature. After the three types of materials enter the workflow, product manuals serve as the primary basis source, sales messaging materials serve as messaging cross-reference, and channel training schedules serve as scheduling verification. The update cadence follows a dual track by month and by version, and the field characteristics are five types: name, quantity, date, version, and signature. When materials enter this feature, product manuals and sales messaging materials first enter the basis pool, and channel training schedules later enter the scheduling pool. After the user selects a node to trigger a branch, subsequent nodes complete basis entries that can be traced back to the original text according to the branch.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branches), and outputs branch direction and interaction state records. "Basis entries that can be traced back to the original text" are completed by subsequent nodes continuing execution according to the branch. When the user selection node is triggered, the conversation enters the interaction state and records the workflow state. After the user completes the selection, execution continues along the branch corresponding to the selected option.
| Object | Check | Verification action |
|---|---|---|
| Product manual | Check fields, dates, and signatures: whether the name, quantity, and date are consistent with the sales messaging materials, whether the version is current, and whether signatures are complete | Check the options and branch connections one by one in the node, and record nodeId and branch direction |
| Sales messaging material | Check fields, dates, and signatures: whether the name, quantity, and date of the same record match the product manual, whether the version is synchronized, and whether the receipt is missing | Reference the selection result variable variables in subsequent nodes and run a trial once to check the differences between the sales messaging material and the product manual |
| Channel training schedule | Check fields, dates, and signatures: whether the course name, training date, and instructor signature correspond to the product manual version, and whether the receipt is missing | Trigger once and view the node status and interaction state records in the run log |
| User selection node | Each option corresponds to one branch, and the options and branch connections need to be checked one by one | Check the options and branch connections one by one in the node, and confirm that the selection result variable has been passed to subsequent nodes |
Three common errors
- Symptom: after selecting a certain option, the default branch is still followed. Cause: the options and branch connections were not checked one by one, and the branch direction does not correspond to the option.
- Symptom: the name, quantity, and date of the same record do not match between the two materials. Cause: the versions of the product manual and sales messaging material are not synchronized, and the update cadence is inconsistent.
- Symptom: missing signature or receipt. Cause: the channel training schedule and sales messaging material have not completed the signature and receipt process, and the materials are not closed-loop.
How to verify the setup
Feature acceptance: run trials for each option one by one, check the branch direction and interaction state in the run log, confirm that each option corresponds to one branch, and that the selection result variable has been passed to subsequent nodes.
Business test: ask a basis question that spans materials, and see whether the answer gives a traceable source, whether the basis comes from the materials in this category, whether the version is current, and whether the entries match the original text.
- Check the options and branch connections one by one in the node, confirm that each option corresponds to one branch, and record
nodeIdand branch direction. - Reference the selection result variable
variablesin subsequent nodes and run a trial once to confirm that the process continues downward after the interaction is completed.