What this category's data looks like
This category's data looks like this: For enrollment consultation conversion at training institutions, materials come from three types: enrollment brochures, consultation records, and trial class schedules. Enrollment brochures are updated by class term and contain course name, number of class hours, start date, fee range, and signature field; consultation records are entered item by item for each reception and contain student name, intended class term, receptionist, and receipt status; trial class schedules are arranged weekly and contain trial time, instructor, quota, and sign-in field. When these three types of materials enter the Q&A intake and missing-item follow-up function, their roles differ: enrollment brochures serve as the basis for answers, consultation records serve as the intake working draft, and trial class schedules serve as the source of bookable time slots. In terms of update rhythm, brochures adjust with class terms, consultation records are generated immediately with each reception, and trial schedules roll forward with class scheduling. Fields, dates, and signatures often fail to match across materials, and must be checked first during the intake step.
Configuration and implementation checks
Configuration and implementation checks: This part is executed by the memory turns and prompt configuration in the application settings, and outputs the historical message range and answer constraints to reference. Memory turns control how many previous turns of dialogue can be referenced at most when answering. If the value is too small, prior context cannot be used; if too large, irrelevant content is brought in and consumption increases. "Intake records and the questions to be completed" are completed by the model next, while the external entry point and authorization are handled by the publishing service and file permissions.
| Object | Check | Verification action |
|---|---|---|
| Enrollment brochure | Whether the name, quantity, date, and signature field are consistent with the consultation records | Check the current memory turns value in the application settings, retrieve the brochure and consultation records and compare item by item the class term name, number of class hours, start date, and signature field, and mark the source at any discrepancies |
| Consultation records | Whether the intended class term, receptionist, and receipt status are complete | Run a trial with two consecutive question turns, check whether the second turn can carry forward the references from the first turn, and review in messages whether the historical message range covers the first turn's questions |
| Trial class schedule | Whether the trial time, instructor, and sign-in field match the brochure's class term | Compare the usage records of two runs to confirm that after adjusting the turns, the run consumption changes accordingly, and check whether the dates in the trial schedule and the brochure are synchronized |
| Intake records and the questions to be completed | Whether missing items are identified and followed up, and whether answers are based on materials | Use chatId to locate the same session, check whether the follow-up items land on specific fields in the brochure, consultation records, or trial class schedule, and whether places missing a signature or receipt are marked |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the enrollment brochure and the consultation records. Cause: The two materials are updated separately, and field comparison and source marking were not done during the intake step.
- Symptom: The trial class schedule and the brochure's class term version are not synchronized, and an expired time slot is given during follow-up. Cause: After the rolling update of class scheduling, the brochure was not written back, and the date and signature field were not checked during intake.
- Symptom: When the second question uses a reference, the answer does not address the question, and responses become slower with increased consumption. Cause: The memory turns value does not match the prior context range required by the question, or the opening message is brought in as prior context.
How to verify the setup
This function's acceptance: ask two consecutive follow-up questions and see whether the second question carries forward the references from the first; check the memory turns value in the application settings, use messages to review the referenced historical message range, and use chatId to locate the same session.
Business test: ask a question that lacks key information and see whether it first follows up before answering; the follow-up items should land on the fields, dates, and signatures of the enrollment brochure, consultation records, or trial class schedule, and then be handed off to the responsible person.
- Check the current memory turns value in the application settings, match it with the prior context range required by the question, and run a trial with two consecutive question turns to confirm that the second turn carries forward the references from the first.
- Compare the usage records of two runs to confirm that after adjusting the turns, the run consumption changes accordingly; at the same time, check whether the names, quantities, dates, and signatures in the enrollment brochure, consultation records, and trial class schedule are consistent.