What Data Looks Like for This Use Case
The data for delivery effect optimization scenarios mainly comes from advertising platforms, attribution systems, CRM leads, and landing page data, with updates on a daily or real-time basis. Daily documents include delivery daily and weekly reports, price adjustment records, material test sheets, and optimization reviews. Core fields include impressions, clicks, conversion cost, budget consumption amount, and others. Common units are counts, yuan, and cost per thousand impressions. The data structure is primarily structured tables, with some unstructured optimization notes included.
What Constraints Do These Characteristics Impose on the Sharing and Embedding Workflow
Since data updates in real time and relies on multi-source business metrics, shared embedded sessions must retain context to continue metric viewing and adjustment conversations. Structured document formats require embedded pages to adapt to table layouts to avoid content misalignment. For multi-team technical support and pre-sales Q&A scenarios, unique identifiers are needed to associate sessions and ensure consistency of shared content. Real-time data pull requirements also demand that embedded components avoid excessive caching to maintain the timeliness of metric display. Additionally, delivery optimizers have long work cycles, so persistent anonymous session needs are more prominent, requiring avoidance of frequent re-login that disrupts collaboration.
How to Set Configurations
The following configurations include general settings related to sharing, some of which need adjustment based on business scenarios.
| Configuration Item | Recommended Approach | Rationale |
|---|---|---|
Sharing Entry shareId | Copy the complete share link generated by the system, do not replace the identifier manually | Identifies the sharing entry; delivery effect optimization business records and data permissions still need to be handled by external systems |
| Share Link Validity Period | Test starting point: 7 days; adjust based on delivery effect optimization collaboration cycles and revocation requirements through actual testing | Verify availability within the valid period and access behavior after expiration; this value is not an official default or industry statistic |
| QPM | Test starting point: 20 requests per user per minute; adjust based on actual load | Limits the access frequency of a single user, needs to be verified combined with request logs and actual load |
| Identity Verification | When identity permission requirements exist, first verify commercial edition capabilities and the uid returned by the third-party identity service | Holding a share link does not equate to having business data permissions; third-party identity and data scope must be verified separately |
| Referenced Content Display | Select display configurations for snippets, full text, and original text based on the sensitivity of delivery effect optimization materials | Check displayed content within authorized data ranges; do not use hidden interfaces as a substitute for data permission control |
| Conversation Record Verification | Test example: Prepare 10 delivery effect optimization Q&A samples, check them in the same browser and another device respectively | Anonymous records rely on browser local identity, retention cannot be guaranteed across devices or after clearing cache |
Three Common Mistakes
- Sharing entry links related to delivery effect optimization fail to open. First verify the complete system-generated link and its validity period, then check browser request status; do not manually replace
shareId. - The visible scope of delivery effect optimization data does not match expectations. Verify third-party identity verification results, workflow request parameters, and external system data permissions separately; the sharing entry identifier itself does not provide business authorization.
- The same delivery effect optimization Q&A is not visible on another device. For anonymous scenarios, first verify device, browser, and local identity status; retention cannot be guaranteed across devices or after clearing cache, do not use this phenomenon alone to judge service abnormalities.
How to Confirm Configuration Is Complete
- Open the shared embedded page, send multiple messages related to delivery metrics consecutively, check if the session context is retained, and no new session ID is generated.
- View all UI elements on the embedded page, confirm they all display in the configured target language, with no unexpected language residue.
- Test the voice input function: long press to see the seconds count increase normally, and after sending, the message is successfully displayed in the session.
- Pass in custom business variables (configured by external business systems), check that the variable content is normally displayed in session replies, with no null values or missing content.
The values provided are common starting points and should be measured against the reader's own samples.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.