What the data for this category looks like
Data for this category comes primarily from customer interviews, bidding documents, vendor product materials, and historical project plans. Update frequency is per order or weekly. Commonly used documents include technical proposal books, customer requirement research forms, quotation lists, and demo scripts. There is no unified mandatory format for document structure. Most documents include fields such as requirement matching, technical route description, implementation boundary definition, and quotation details. Some documents like quotation lists contain multiple columns of detailed content. Historical project plans reuse past configuration items. Individual document word counts vary widely. Documents in this category prioritize clarifying technical routes and implementation boundaries, which differentiates them from bidding document preparation documents.
What constraints these characteristics impose on the sharing and embedding workflow
The most time-consuming steps for this category are requirement clarification, solution boundary design, and quotation configuration verification. Shared knowledge bases must accurately link to the configuration items of the corresponding project. Since this category’s data updates per order or weekly, configure a regular synchronization mechanism separately through an external knowledge base system. FastGPT can connect to updated knowledge base content to ensure embedded Q&A content matches the latest project requirements. Document structures have no unified format and include multiple columns of detailed content. Configure custom segmentation rules separately through an external knowledge base system. FastGPT can adapt to different document types such as technical proposal books and quotation lists per configured rules. Pre-sales technical solutions involve project implementation boundaries and quotation details. Use third-party docking capabilities provided by the commercial version to implement identity verification for shared links. Do not use shareId as the authorization basis, and restrict access scope. Individual document word counts vary widely. Limit context call length after embedding to avoid introducing irrelevant content that harms Q&A accuracy.
Configuration Settings
The following configurations are based on the functional logic of FastGPT v4.17.0.
| Configuration Item | Recommended Approach | Basis for This Approach |
|---|---|---|
Sharing entry shareId | Copy the complete sharing link generated by the system. Do not replace the identifier manually | Identifies the sharing entry. Pre-sales technical solution business records and data permissions still require processing by external systems |
| Sharing link validity period | Test starting point: 7 days. Adjust based on actual testing of pre-sales technical solution collaboration cycles and revocation requirements | Verify availability within the validity 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 | Restricts the access frequency of a single user. Requires verification combined with request logs and actual load |
| Identity verification | When identity permission requirements exist, first verify commercial version capabilities and the uid returned by the third-party identity service | Holding a sharing link does not grant business data permissions. Third-party identity and data scope must be verified separately |
| Referenced content display | Select the display configuration of referenced fragments, full text, and original text based on the sensitivity of pre-sales technical solution 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 pre-sales technical solution 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 Misconfigurations
- Sharing entries for pre-sales technical solutions 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 pre-sales technical solution data does not match expectations. Verify the third-party identity verification result, workflow request parameters, and external system data permissions respectively. The sharing entry identifier itself does not provide business authorization.
- The same pre-sales technical solution Q&A cannot be accessed on another device. For anonymous scenarios, first check the 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 Completion
- Use an unauthorized browser to access the sharing link. Verify that complete pre-sales plans and quotation content cannot be viewed, confirming the commercial version authentication configuration is active.
- Upload a multi-column quotation list document to the external knowledge base system, initiate a corresponding detail query, and verify that FastGPT returned content accurately matches single-row list items.
- Initiate a pre-sales plan-related question in the embedded component, wait for a response within 10 seconds, and verify that returned content matches the latest project data synchronized by the external knowledge base.
- Check whether the
shareIdof the sharing link corresponds to the target sharing entry, confirming no irrelevant shared content is mixed in.
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.