The following is a fictional order from the public learning kit, not a real customer case. First understand input, calculation, confirmation, and delivery, then judge what your own process needs.
Input: two product line items, one order summary
The order's product amounts are 120 and 180 CNY, with allocated discounts of 12 and 18 CNY, and the second line has a refund of 50 CNY. Currency is CNY for all; there is also a source system summary control total of 220 CNY. This example excludes taxes and shipping.
Processing: unify the basis first, then calculate item by item
AI helps sort fields and explain discrepancies; amounts are calculated according to confirmed formulas. The two lines' net sales are 120−12=108 CNY and 180−18−50=112 CNY, totaling 220 CNY. If the total order discount of 30 CNY is deducted twice, it would be incorrectly calculated as 190 CNY.
Human confirmation: check sources and exceptions
The owner verifies line items, currency, and independent summary, and approves import only after confirming the difference is 0. If any line lacks currency, stop and request completion; AI must not guess CNY. System writing still requires separate authorization.
Delivery: can be checked and continued to use
Leave 2 lines of import preview, field mapping, net amount formula, reconciliation result, and pending questions. The learning kit provides fictional samples and templates, and does not auto-connect or write to Feishu. Enterprise engineers can use the same materials to practice reproduction and handover.
Define business responsibilities and verification methods before deciding on models, interfaces, and automation levels.
Tasks and owners
Who is accountable for outcomes now, what triggers tasks, and what outputs count as done.
Trusted inputs and permissions
Which systems are read, which version is authoritative, and what identities can access.
AI and human boundaries
Define what AI can complete, prepare, and must not decide.
Tool actions and failure handling
Every query, write, external send, and irreversible action has status, confirmation, and rollback.
Representative evaluations
Use normal, abnormal, conflict, missing, and high-risk samples to validate quality and permissions.
Operation and review
Define monitoring, costs, knowledge updates, support, versions, and next review.
AI System Architecture
From a single task to production delivery
Do not build a large all-encompassing platform first. Start with a verifiable closed loop, then expand systems, users, and automation scope based on evidence.
SCOPE
Confirm the minimum useful scope
Fix users, inputs, outputs, success metrics, exclusions, and human responsibilities.
Deliverables
Workflow blueprint and first phase scope
Confirmation point
Confirm it's worth doing and can be accepted
CONNECT
Establish a traceable data chain
Connect necessary sources, identity permissions, and tools, recording versions, freshness, and failure status.
Deliverables
System map, permission lists, and connection records
Confirmation point
Confirm data and security boundaries
VERIFY
Compare results with real samples
Test normal, abnormal, conflict, and high-risk cases, recording quality, latency, cost, and human judgment.
Deliverables
Runable version and evaluation report
Confirmation point
Decide to continue, adjust, or stop
OPERATE
Controlled launch and continuous review
Complete monitoring, rollback, human takeover, support, and knowledge updates to form stable operations.
Deliverables
Production version, runbook, and improvement plan
Confirmation point
Go Live and Internal Handover
Observable At Each Stage
Deliverables adjusted to the actual system, but scope, validation evidence, and operational responsibilities must be itemized and confirmed.
Business and System Blueprint
Tasks, roles, data, permissions, tools, human boundaries, non-scope, and success metrics.
Actionable Workbench Interface
Display sources, status, pending items, results, and exceptions for actual users.
Workflows and System Connections
Connect agreed APIs, databases, documents, accounts, and business tools, with fallback on failure.
Operating manuals, support channels, change processes, training materials, and internal maintenance responsibilities.
Common Questions Before Building an AI Workbench
Clarifying responsibilities and system boundaries upfront can significantly reduce rework.
Does it require replacing existing CRM, ERP, or ticketing systems?
Not necessarily. Most projects first connect queries, suggestions, confirmations, and write-backs on top of existing systems; only evaluate replacement when there is clear evidence that the existing process cannot support it.
Can it be done for just one department or one workflow?
Yes, and it is often better as the first phase. First stabilize one high-frequency task and clear users, then expand based on operational evidence.
Can it be deployed privately?
Depending on data sensitivity, performance, cost, and existing infrastructure, you can choose cloud, private, or hybrid deployment, but the deployment form cannot replace permissions, evaluation, and operational governance.
Can the business maintain it by itself after the project?
This is exactly the handover goal. It can be combined with FDE training to let internal engineers participate in blueprint, implementation, evaluation, launch, and review.
Bring the Most Time-Consuming or Error-Prone Process
Explain the owner, current tools, inputs, outputs, exceptions, and desired improvements. No accounts, keys, or customer details are required in the first communication.