What this category's data looks like
The question intake and missing-item follow-up for enterprise sales product training revolves around three types of materials: product manuals, response-guideline materials, and channel training schedules. Product manuals provide product name, specifications, quantity, and effective date; response-guideline materials carry common objections and key response points; channel training schedules record course name, start date, and attendance receipts. The materials come from three lines: product, sales, and channel, and their update cadence follows version iterations and scheduling adjustments. When the three types of materials enter the form input node, each serves as a field source: product manuals correspond to product fields, response-guideline materials correspond to response fields, and channel training schedules correspond to scheduling and signature fields. If the name, quantity, or date of the same record does not match across two materials, if versions are not synchronized, or if signatures or receipts are missing, the intake record and the completed follow-up items will deviate. The form only collects filled-in values; it does not automatically recognize material content, nor does it judge whether materials are authentic. Missing-item identification and follow-up questions are completed by subsequent nodes or manually based on the materials.
Configuration and implementation checks
This step is executed by the form input node (interaction node) in the workflow, which outputs the field values filled in by the user (passed to subsequent nodes after submission). The "intake record and completed follow-up items" are then completed by subsequent nodes or manually. After the form input node is triggered, the conversation enters an interactive state and the workflow state is recorded. After the user fills in the required items and submits, the form information is passed to subsequent nodes for use.
| Object | Check | Verification action |
|---|---|---|
| Product manual | Field names correspond item by item to product name, specifications, quantity, and effective date, and are cross-consistent with the response-guideline materials and channel training schedule | Check field names one by one in the node configuration, compare the product manual fields side by side with the same-named fields in the response-guideline materials and schedule, and mark missing items if names, quantities, or dates do not match |
| Response-guideline materials | The response key-point fields are consistent with the version and date of the product manual, and signatures or receipts are complete | Check the required markers, confirm that the response key-point version is synchronized with the product manual date, and list entries missing signatures or receipts as items to be followed up |
| Channel training schedule | Course name, start date, and attendance receipt are consistent with the corresponding records in the product manual and response-guideline materials | Reference this field in subsequent nodes and run a test, check the names and dates in the schedule against the manual and response-guideline materials, and entries whose versions are not synchronized enter the follow-up question list |
| formInput | After submission, the field values can be retrieved by subsequent nodes, and required items cannot be submitted when empty | Reference the formInputResult field in subsequent nodes and run a test, check the userSelect options and required validation, and confirm that the conversation does not get stuck in the interactive state |
Three common errors
- Symptom: The name, quantity, or date of the same record does not match between the product manual and the response-guideline materials. Cause: The two materials are updated separately, fields are not cross-checked, and a single material is directly trusted during intake.
- Symptom: The channel training schedule has been revised, but the product manual and response-guideline materials still use the old date. Cause: Versions are not synchronized, form fields do not indicate the version source, and missing-item identification overlooks version differences.
- Symptom: Attendance receipts or signatures are missing, but the intake record still proceeds as if the materials were complete. Cause: Required markers do not cover signature and receipt fields, and subsequent nodes cannot retrieve the corresponding values after submission.
How to verify the setup
Acceptance for this feature: fill out and submit once, check the field values retrieved by subsequent nodes, confirm that the fields passed by formInput match the filled-in values, and that the userSelect options and required validation take effect.
Business test: submit a question missing key information and see whether it asks a follow-up question before answering.
- Check the form field names one by one in the node configuration, correspond them one-to-one with the fields in the product manual, response-guideline materials, and channel training schedule, and check whether the required markers cover the key material fields.
- Reference the
formInputResultfield in subsequent nodes and run a test, check whether the submitted field values can be retrieved, and at the same time confirm theuserSelectoptions and required validation to avoid the conversation stopping in the interactive state.