What this category's data looks like
Enrollment consultation conversion at training institutions involves three types of materials: program brochures, consultation records, and trial class arrangements. Program brochures contain the course name, number of class hours, start date, fee items, and signature/seal fields; consultation records contain the parent's form of address, intended course, communication date, and receipt signature; trial class arrangements contain the trial date, instructor, number of slots, and confirmation signature. The materials come from enrollment system exports and offline registration forms. The update cadence is adjusted by enrollment batch; brochures are re-versioned with course versions, consultation records are appended one by one, and trial arrangements are scheduled weekly. When these three types of materials enter this feature, they play different roles: brochures serve as background text for answer constraints, consultation records serve as the historical message scope for multi-turn dialogue, and trial arrangements serve as the referents that must be carried forward in consecutive follow-up questions. Field characteristics are concentrated in four items: name, quantity, date, and signature. The same record often shows inconsistent names or dates across two materials.
Configuration and implementation checks
| Object | Check | Verification action |
|---|---|---|
| Item | Judgment | Verification Action |
| Enrollment Brochure | Whether the course name, number of class hours, start date, and signature/seal position are consistent across the three materials | Compare the brochure with the consultation records, check the name, quantity, date, and signature item by item, and confirm that no version is out of sync |
| Consultation Record | Whether the parent's form of address, intended course, communication date, and receipt signature match the trial class arrangement | Retrieve two consecutive rounds of follow-up questions, check whether the references in the preceding text in messages are carried forward, and inspect the record corresponding to chatId |
| Trial Class Arrangement | Whether the trial class date, instructor, number of slots, and confirmation signature are consistent with the brochure's wording | Run a test with two consecutive rounds of questions, see whether the second question carries forward the reference from the first, and record the values of variables |
Three common errors
- Symptom: The name, quantity, or date of the same record does not match across two materials. Cause: After the brochure was re-versioned, the consultation records were not updated in sync, and the registration form and system export each kept a copy.
- Symptom: Versions are out of sync, causing answers to cite the old wording. Cause: Program brochures and trial class arrangements are maintained separately, and after batch adjustments they were not written back in a unified way.
- Symptom: Missing signatures or receipts make records unconfirmable. Cause: Consultation records and trial class arrangements were registered on site but not countersigned afterward, leaving signature fields blank.
How to verify the setup
Acceptance for this feature: with two consecutive follow-up questions, see whether the second question carries forward the referent from the first, and check the prior context scope in messages and the correspondence with chatId.
Business test: access once with a restricted identity and see whether the visible scope matches the setting.
- In application settings, check the current value of memory turns and match it to the prior context scope required by the question.
- Compare the usage records of two runs to confirm that consumption changes accordingly after adjusting the number of turns.