What the Data for This Category Looks Like
This data primarily comes from internal enterprise customer interaction logs, family trust/cross-border wealth management compliance filing documents, and custom marketing material libraries. Update rhythm adjusts based on custom service cycles. Single campaign material updates occur monthly or quarterly. Compliance documents sync in real time as regulators publish updates.
The document structure includes three core content types: custom service script templates, customer asset scale tags, and compliance verification identifiers. Fields include script ID, applicable customer group asset range, and compliance document number, with corresponding units: numeric code, monetary range, and standard document number format.
What Constraints These Characteristics Impose on Multi-turn Dialogue and Prompt Engineering
The multi-structure requirement of custom script templates means multi-turn dialogue must continuously bind customer asset scale tags to avoid calling mismatched service plans.
The real-time update attribute of compliance documents requires multi-turn sessions to support real-time pulling of the latest compliance verification rules as prompt context, to prevent non-compliant output.
The multi-turn retention attribute of enterprise customer interaction logs requires dialogue context to retain variables such as customer consultation requests and asset allocation needs generated during the session, to avoid repeated inquiries about the same information.
Additionally, material updates across different service cycles require prompt configuration to switch context call scopes based on the service cycle.
How to Set the Configurations
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
maxContext | First 6 turns of conversation + latest 2 rounds of user requests | Matches the short-turn demand of custom financial marketing conversations, avoids redundant historical content interfering with current inquiries |
globalVariables | Bind customer group asset range, compliance document number, service activity ID | Retains cross-turn core business parameters across multi-turn sessions, eliminates need to repeatedly collect customer information |
contextRefreshInterval | 1800 seconds | Aligns with the monthly update rhythm of compliance documents, pulls the latest compliance rules as prompt context every 30 minutes |
aiResponseOutputMode | Return structured results only | Avoids redundant dialogue content during debugging, meets the standardized output requirements of marketing scripts |
promptTemplateScope | Bind exclusive templates via service activity ID | Adapts to script differences across different custom marketing campaigns, prevents cross-campaign template confusion |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: Global variables do not retain customer asset scale tags across multi-turn sessions, requiring repeated inquiries about customer asset status for each turn. Cause: Global variables are not configured as session-level persistent storage, only temporary context variables are used.
- Symptom: A 413 Request Entity Too Large error is returned when calling the upload marketing material file function. Cause: The
UPLOAD_FILE_MAX_SIZEparameter is not adjusted, and the default value cannot accommodate the size of PDF and Word documents for custom marketing materials. - Symptom: AI dialogue node output content is mixed into the session return stream. Cause:
aiResponseOutputModeis not configured to return structured results only; the default dialogue stream output mode is enabled.
How to Verify Proper Configuration
- Enter the conversation test page, initiate 3 consecutive rounds of customer consultations with different asset ranges, and confirm whether global variables are retained across turns.
- Upload custom marketing material files of different sizes, check whether upload requests complete normally without errors.
- Debug the AI dialogue node, check whether the output result only contains structured content with no additional dialogue stream.
- Trigger the compliance verification prompt, check whether the latest compliance document number is pulled as the context basis.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.