What this category's data looks like
This page addresses the enterprise sales product training scenario, covering three types of materials: product manuals, sales communication guidelines, and channel training schedules. Product manuals provide functional parameters and operating steps, sales communication guidelines carry response points and objection handling, and channel training schedules define sessions, audiences, and assessment milestones. The materials come from three lines—product, sales, and channel—and their update cadence follows product version releases, guideline reviews, and schedule planning. Field characteristics center on names, quantities, dates, and signature receipts: the same product name, function item, price guideline, and session date must be consistent across materials; version numbers and effective dates must be traceable; signatures and receipts are used to confirm training implementation. When entering workflow orchestration, the product manual serves as the version baseline, while the sales communication guidelines and channel training schedule serve as referencing parties. The user selection node determines which material is the current version and whether to synchronously update references, then hands off to subsequent nodes to generate the version ledger and change records.
Configuration and implementation checks
This stage is executed by workflow nodes (user selection and branching), outputting branch directions and interaction state records. The "version ledger and change records" are 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 chosen option.
| Object | Check | Verification action |
|---|---|---|
| Product manual | Check whether the name, quantity, date, and signature fields are consistent with the current version | In the node, check the options and branch connections one by one, confirm that the manual version branch points to the update node; reference variables in subsequent nodes and run a test once |
| Sales communication guidelines | Check whether the name, quantity, and date of the same record match across the two materials | Trigger a user selection once, and view the node status and branch direction in the run record; use nodeId to locate the node and check whether the selection result variable has been passed to subsequent nodes |
| Channel training schedule | Check for cases where the version is not synchronized, or signatures or receipts are missing | In the schedule reference node, check the options and branch connections, confirm that the schedule branch is consistent with the manual branch; after a test run, view the interaction state record |
| Version ledger and change records | Check that the current version is unique, old versions are traceable, and references are synchronized | In subsequent nodes, continue execution along the branch; after generating the ledger, check back whether references have been synchronously updated |
Three common errors
- Symptom: The name, quantity, and date of the same record do not match between the product manual and the sales communication guidelines. Cause: The two materials are maintained separately and do not use the current version as the sole baseline.
- Symptom: The channel training schedule has been updated, but the product manual and sales communication guidelines remain on the old version. Cause: The version is not synchronized, and the branch direction and reference nodes are not linked.
- Symptom: Training records lack signatures or receipts, making implementation impossible to confirm. Cause: The process stops after the interaction is completed, and subsequent nodes do not continue execution along the branch.
How to verify the setup
This feature's acceptance: run tests option by option, and check the branch direction and interaction state in the run record; reference variables in subsequent nodes and check the node status corresponding to nodeId.
Business test: change one piece of content and see whether the version number and references are synchronously updated; if a reference limit is involved, check the tokens of the referenced text, and record the number of array entries separately.
- In the user selection node, check the options and branch connections one by one, and confirm that each option corresponds to one branch.
- Trigger a user selection once, and check whether the node status and selection result variable in the run record have been passed to subsequent nodes.