What this category's data looks like
This category's data looks like Enrollment consultation conversion at training institutions involves three types of materials: program brochures, consultation records, and trial class schedules. Program brochures come from the curriculum and marketing departments and are updated by class term; fields include course name, class hours, start date, fee description, refund and transfer rules, and issuer. Consultation records come from consultation advisors and are updated immediately after each communication; fields include student salutation, intended course, communication date, follow-up status, and advisor signature. Trial class schedules come from academic scheduling and are updated weekly; fields include trial course, time, location, instructor, quota, and confirmation receipt. When the materials enter the multi-turn dialogue and prompt stage, each plays a different role: the program brochure serves as the external messaging source document, the consultation record serves as the basis for contextual continuity, and the trial class schedule serves as the executable scheduling credential. Together, the three support a draft of materials that can be issued and a handover record. Only when the fields are complete, the responsible parties are clear, and the version and date are consistent can it be handed to the next stage for acceptance.
Configuration and implementation checks
This stage is executed by the memory turns and prompt configuration in the application settings, and outputs the historical message range and answer constraints to reference. The draft of materials that can be issued and the handover record are then completed by the model, while the external entry point and authorization are handled by the publishing service and file permissions. The memory turns control how many previous turns of dialogue can be referenced at most when answering. If the value is too small, the prior context cannot be used; if the value is too large, irrelevant content is brought in and consumption increases.
| Object | Check | Verification action |
|---|---|---|
| Program brochure | Course name, class hours, start date, fee description, and issuer are complete, and the same course name, quantity, and date match those in the consultation record and trial class schedule | Check the memory turns value in the application settings, run a trial with two consecutive follow-up questions, check whether the second question picks up the reference from the first question, and record the reference scope of messages and variables |
| Consultation record | Student salutation, intended course, communication date, follow-up status, and advisor signature are complete, and the name, quantity, and date of the same record match across the two materials | Draft one according to the template and complete one handover to see whether missing items are blocked; compare the usage records of two runs to confirm that the session associated with chatId does not treat the opening message as prior context |
| Trial class schedule | Trial course, time, location, instructor, quota, and confirmation receipt are complete, the version and date are synchronized, and there is no missing signature or receipt | Run a trial with two consecutive question turns to confirm that the second turn correctly picks up the reference from the first turn; check whether the scheduling version and the dates in the program brochure and consultation record are consistent |
Three common errors
- Phenomenon: The intended course name, class hours quantity, or communication date of the same student do not match across the two materials. Cause: The program brochure and consultation record are updated separately, and the fields are not synchronized according to the same version.
- Phenomenon: The trial class schedule has been rescheduled, but the program brochure still lists the original start date, and the handover record is missing a receipt. Cause: The version was not synchronized, and the signature and receipt steps were skipped.
- Phenomenon: When the second question uses a reference, the answer does not address the question, and the response becomes slower with increased consumption. Cause: The memory turns value does not match the prior context range, bringing in irrelevant content.
How to verify the setup
Acceptance for this feature: ask two consecutive follow-up questions and see whether the second question picks up the reference from the first question; check the reference scope of messages, variables, and chatId to confirm that the opening message is not treated as prior context.
Business test: draft one according to the template and complete one handover to see whether missing items are blocked.
- Check the current memory turns value in the application settings and match it with the prior context range required by the question.
- Compare the usage records of two runs to confirm that usage changes accordingly after adjusting the turns.