SCENARIO BLUEPRINTS

Explore a use case, then decide how to build.

Operations, sales, support and teamwork: understand inputs, outputs, responsible roles and usage limits.

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These are use cases and teaching examples, not customer results. See the inputs and outputs before choosing a tool or custom integration.

Owners / sales managersCustom integration

Who follows up after a pricing enquiry?

For exporters, shops and service teams whose enquiries are scattered across forms and chats.

What you provide

An enquiry, your customer sheet and assignment rules.

What you get

A customer brief, an assigned owner and a next-action task.

View steps and example

Extract stated needs and leave missing information unconfirmed.
Create a follow-up task using agreed assignment rules.
Sales reviews the draft; sending and CRM updates require authorisation.

What one enquiry produces

Enquiry: Route online enquiries to two shops. Brief: Store assignment needed; current software and budget unknown. Next: The sales owner confirms enquiry channels and arranges a discussion.

Usage limitsThis example sends nothing. Live integration needs channel permissions and never invents price or delivery commitments.

View sales solution

Cross-border sellers / ecommerce teamsLearning exercise; custom integration available

How do orders, discounts and refunds add up?

For teams reconciling store orders where split line items can duplicate discounts or omit refunds.

What you provide

Anonymised line items, discounts, refunds, currency and reporting period.

What you get

Line-by-line calculations, discrepancies and unresolved checks.

View steps and example

Align currency, reporting period and order granularity.
Calculate with agreed formulas; AI helps explain fields and differences.
Reconcile against source totals before approving an import.

Reconciling one fictional order

Item A: CNY 120 − 12 = 108 Item B: CNY 180 − 18 − 50 = 112 Total: CNY 220. Duplicating the order discount would incorrectly produce CNY 190.

Usage limitsTeaching data, not customer results. Missing currency or refund rules must be resolved first.

Open reconciliation exercise

Support / after-sales teamsCustom integration

Stop researching the same support question

For teams with many products and documents: find the applicable policy before drafting a reply.

What you provide

Approved manuals, support policies and a customer question.

What you get

A source-backed reply draft and questions requiring human judgement.

View steps and example

Identify the product model and issue; ask when details are unclear.
Retrieve the current documentation and cite the relevant section.
Support reviews the reply; authorised staff decide refunds and replacements.

A useful next step when information is missing

Customer: Does this accessory fit my device? Draft: Please provide the device model and accessory code so we can check compatibility. Action: Insufficient information; no compatibility claim yet.

Usage limitsNot a promise of fully automated support. Unsupported answers go to staff, and internal documents remain permission-controlled.

View support solution

Project leads / small teamsWorkflow exercise; custom integration available

Make meeting actions clear

For teams with frequent meetings: turn decisions into actionable tasks rather than another long summary.

What you provide

Meeting notes shared with participants’ consent and the existing task list.

What you get

Decisions, owners, deadlines and unresolved questions.

View steps and example

Extract only decisions explicitly agreed in the notes.
Assign an owner and deadline where stated; flag missing details.
Ask participants to confirm before updating team tools.

From discussion to a clear task

Notes: Operations will prepare product information by Friday; pricing still needs confirmation. Task: Operations prepares the information by Friday. Unresolved: Who confirms pricing, and when?

Usage limitsDiscussion is not approval. Do not guess owners or publish tasks without confirmation.

View team workflow exercise

Managers / people operations / new colleaguesCustom integration

Help new colleagues find the right process

For teams with scattered policies: help colleagues find the right version, owner and next step.

What you provide

Current policies, process guides, document versions and access scopes.

What you get

A referenced process, checklist and responsible role.

View steps and example

Review document versions and retire outdated instructions.
Retrieve within the user’s permissions, without exposing internal files.
When evidence is missing, ask the document owner to clarify.

When someone asks how to request software access

The answer should identify the request form, required information, approval role and source document. If no processing time is stated, mark it unconfirmed rather than inventing a promise.

Usage limitsAccess rules and document ownership must be defined first. Uploading files alone does not ensure reliable answers.

View internal operations solution

Integrate Scenarios into an Operable Workbench

View integrated systems, business outputs, and mandatory human boundaries from six types of workbenches.

Enterprise AI Workbench and Workflows

Covers customer acquisition, marketing, orders, finance, customer service, knowledge, and software engineering tasks.

View Workbench Blueprint

FDE Project-Based Training

Enable enterprise engineers to participate in real system building and complete capability review and internal handover.

View Training Paths

Start with Four High-Frequency Collaboration Scenarios

Each scenario lists task chains, required materials, deliverables, and acceptance boundaries to help teams turn ideas into discussable requirements.

Customer Service and Ticket Collaboration

Enable customer service reps to find supporting information quickly, check orders, and route tickets - while complex or high-risk actions go back to humans.

See client service blueprint