What this category's data looks like
For the enterprise sales product training category, materials include product manuals, sales language, channel training schedules, as well as draftable materials and handover records. Product manuals provide functionality, specifications, and version baselines; sales language provides scenario expressions and objection handling; channel training schedules provide scheduling, targets, and responsible persons. When materials enter the knowledge base retrieval and recall function, product manuals and sales language serve as sources of candidate snippets, channel training schedules serve as sources of scheduling and responsibility fields, and handover records serve as the basis for sign-off and receipts. The update cadence is synchronized by version and date: the name, quantity, and date of the same record in two materials must be consistent; if the version is not synchronized, it is considered a missing item; without a signature or receipt, it must not proceed to the next stage. Field characteristics include material name, version number, effective date, responsible person, quantity, sign-off status, and receipt number.
Configuration and implementation checks
This step is executed by the knowledge base retrieval service (retrieval node and search test), outputting candidate snippets and similarity scores (after pattern, merge, rerank, filter, and limit trimming). Draftable materials and handover records are completed by subsequent nodes or manually.
| Object | Check | Verification action |
|---|---|---|
| Product manual | Fields, dates, and signatures are complete; version and effective date are consistent | In the search test, switch searchMode, check whether candidate snippets cover the manual name, version number, and effective date; record the number of candidates and scores, and check whether items missing signatures are blocked |
| Sales language | The name, quantity, and date of the same record match across the two materials | Test once each with synonymous rewritten questions, compare candidates and scores; before and after enabling usingReRank, look at the ranking of the top few items to confirm that sales language and manual citations are consistent |
| Channel training schedule | Scheduling, targets, responsible persons, and receipt number are complete | Draft one according to the template and complete one handover, check the name, quantity, and date of the schedule and handover record; record the number of candidates under similarity and limit; if the receipt is missing, block it |
| Handover record | Responsible person is clear, version and date are consistent, sign-off status is queryable | Check whether the handover record references the corresponding material snippets, verify the sign-off status and receipt number; the reference limit only checks the tokens of the referenced text, and the number of array items is recorded separately |
Three common errors
- Phenomenon: The name, quantity, and date of the same record do not match between the product manual and sales language. Cause: During material drafting, fields were not unified based on the version baseline, and item-by-item comparison was not performed before handover.
- Phenomenon: The channel training schedule has been updated, but the handover record still references the old version. Cause: The version was not synchronized, retrieval candidates were not filtered by effective date, and responsibility handover lacked version verification.
- Phenomenon: The handover record lacks a signature or receipt, but the next stage is still signed off. Cause: The missing-item blocking rule does not cover the sign-off field, and the responsible person did not confirm the receipt number before handover.
How to verify the setup
Acceptance of this function: Test once each with synonymous rewritten questions, compare candidates and scores, then toggle rerank on and off to see the ranking of the top few items; switch searchMode to observe candidate changes, and record the number of candidates and scores under similarity and limit.
Business test: Draft one according to the template and complete one handover, see whether missing items are blocked; check the fields, dates, and signatures of the product manual, sales language, and channel training schedule, and confirm that the name, quantity, and date of the same record are consistent.
- In the knowledge base search test, switch retrieval modes, compare candidate snippets and similarity scores, and check whether the returned references retain key snippets of the original text.
- Draft a material draft according to the template and perform one handover, verify the responsible person, version, date, signature, and receipt; if any item is missing, block it and record the number of candidates.