What this category's data looks like
The materials in the enterprise sales product training category include three types: product manuals, sales response scripts, and channel training schedules. Product manuals carry product parameters, selling points, and compliance statements; sales response scripts carry scenario responses and objection-handling scripts; channel training schedules carry course arrangements, instructors, and assessment milestones. The material sources are the product department, sales operations, and channel management. The update rhythm rolls with product version iterations, channel policy adjustments, and training cycles. Field characteristics center on product name, specification quantity, effective date, version number, responsible person's signature, and handover receipt. When materials enter workflow orchestration, product manuals and sales response scripts serve as the drafting basis and script source, while channel training schedules serve as the scheduling and sign-off target. Together, the three form a signable material draft and handover record, which subsequent nodes continue to execute by branch to complete issuance and sign-off.
Configuration and implementation checks
This step is executed by workflow nodes (user selection and branching), outputting branch directions and interaction state records. The "signable material draft and handover record" is then completed by subsequent nodes continuing execution along the branch. When the user selection node is triggered, the conversation enters an interactive 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 | Whether name, quantity, date, and signature are complete, and whether the version is synchronized | Check options and branch connections one by one in the node, and confirm that the manual fields and version are consistent |
| Sales response script | Whether the name, quantity, and date of the same record match across the two materials | Trigger an interaction once, and check the node status and branch direction in the run record |
| Channel training schedule | Whether schedule fields, effective date, and signature receipt are missing | Reference variables in a subsequent node and run a trial once to check whether the variable has been passed |
| Handover record | Whether the responsible person is clear, the version and date are consistent, and the receipt is signed | Check the reference results of nodeId and variables in the run record |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the product manual and the sales response script. Cause: The same version source was not used as the baseline during drafting, and fields were not cross-checked.
- Symptom: The channel training schedule version is not synchronized, and the schedule date is inconsistent with the manual effective date. Cause: After a version update, it was not synchronized to all materials, and a version comparison step was missing.
- Symptom: The handover record lacks a signature or receipt, and the next step cannot sign off. Cause: Handover fields were not set with required validation, and the responsible person was not specified in the node.
How to verify the setup
This feature acceptance: Run trials for each option one by one, check the branch direction and interaction state in the run record, confirm that options correspond to branch connections, that the selection result variable has been passed to subsequent nodes, and check the reference results of variables and nodeId.
Business test: Draft one according to the template and complete one handover to see whether missing items are blocked.
- Check options and branch connections one by one in the node, confirm that each option corresponds to one branch, and check the node status in the run record.
- Reference the selection result variable in a subsequent node and run a trial once to check whether
variablesandnodeIdhave been passed correctly.