What this category's data looks like
This page is intended for the enterprise sales product training scenario. Materials include product manuals, sales response materials, and channel training schedules. Product manuals carry product specifications, functional boundaries, and version numbers, and are the baseline materials for business basis queries; sales response materials carry external statements and responses to common objections, and must be aligned item by item with the manual fields; channel training schedules carry training sessions, participant targets, and signed receipts, and are used to confirm whether the version has been synchronized to the front line. In terms of update cadence, manuals iterate with product versions, while response materials and schedules are refreshed by channel batch, and the dates and signatures of the three must be able to corroborate one another. When materials enter the model access and configuration stage, manuals and response materials are used for dialogue and retrieval, and schedules are used to check training coverage and receipt completeness. In terms of field characteristics, the name, quantity, and date of the same record should be consistent across the three materials, and the version number and signature field must be traceable.
Configuration and implementation checks
This step is executed by the server-side model channel configuration, and outputs model binding relationships and channel responses. The basis entries that can be traced back to the original text are completed subsequently by AI nodes, code nodes, or manual work. Models are divided into five categories: language, indexing, reranking, speech synthesis, and speech recognition. Different stages bind different model types, and the type labels must be checked in the model configuration.
| Object | Check | Verification action |
|---|---|---|
| Product manual | Corresponds to the stage to be used, check the type label in the model configuration, and check whether the version number and signature field are current | Compare against the model name returned by the channel, check that the model identifier matches the name listed in the document, and record maxContext and maxTokens |
| Sales response materials | Corresponds to the stage to be used, check the type label in the model configuration, and check whether the name, quantity, and date of the same record are consistent with the manual | Check the channel configuration and key source, confirm that the response material fields are aligned item by item with the manual fields, and record quoteMaxToken and the number of quoted entries |
| Channel training schedule | Corresponds to the stage to be used, check the type label in the model configuration, and check whether the date, signature, and receipt are complete | Check the channel configuration and key source, check whether the schedule version has been synchronized to the front line, and record toolChoice and the receipt status |
Three common errors
- Symptom: Retrieval reports an indexing model-related error. Cause: The model type bound to the indexing stage is inconsistent with the type labeled in the configuration, and the type label must be checked in the model configuration.
- Symptom: The name, quantity, and date of the same record do not match across two materials. Cause: The response materials and the manual were not refreshed to the same version, the fields were not aligned item by item, and signatures or receipts are missing.
- Symptom: The answer style changes abruptly after switching models. Cause: The language model identifier is inconsistent with the name listed in the document, and the model name returned by the channel was not checked against the configuration.
How to verify the setup
Acceptance for this feature: run one dialogue and one retrieval, check the model identifier in the response, confirm that it matches the name listed in the document, and record the values of maxContext, maxTokens, and quoteMaxToken.
Business test: ask a basis question that spans materials, see whether the answer provides a traceable source, and check the number of quoted entries and the tokens of the quoted text and record them separately.
- Check the type labels in the model configuration, and confirm that the five categories—language, indexing, reranking, speech synthesis, and speech recognition—correspond to the stage to be used.
- Check the channel configuration and key source, confirm that the channel and key are consistent with the service being accessed, and check the model identifier against the model name returned by the channel.