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Guanche, AI scenario insight

Business AI Workspace

Connect scattered data, tools, and human judgment into an operable workflow.

Start with one high-frequency task, and customize input, AI processing, system actions, human confirmation, evaluation, and operations interface.

How does an order become a checkable result?

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.

Six types of enterprise AI workbenches

Every workbench begins with real tasks and system boundaries. You can build each one individually or connect them in stages to form a business chain.

  1. LEAD & CRM

    Lead Generation and CRM Workbench

    Unified form entry, source parameters, duplicate leads, assignment, and follow-up status.

    Integrations
    Landing pages, forms, CRM, email, and ticketing
    Outputs
    Lead records, assignment, follow-up summaries, and exception queue
    Boundaries
    External outreach, list merging, and customer status changes require manual confirmation
    View sales collaboration plan
  2. MARKETING OPS

    Marketing, Order, and Attribution Cockpit

    Compares channel spend, on-site sources, orders, refunds, and operating metrics in parallel.

    Integrations
    Ad platforms, analytics tools, order and finance sources
    Outputs
    Business dashboard, attribution reconciliation, order summaries, and periodic reports
    Boundaries
    Preserves time zones, currencies, windows, and conflicts; does not fabricate a single attribution answer
    View growth and operations plan
  3. FINANCE OPS

    Financial Reconciliation and Operations Analysis Assistant

    Organizes operating materials based on confirmed revenue, costs, refunds, taxes, and fulfillment metrics.

    Integrations
    Orders, refunds, expenses, exchange rates, and accounting confirmation fields
    Outputs
    Variance lists, operating summaries, and traceable details
    Boundaries
    Does not replace accounting audits or statutory financial statements
    Read metric definition guide
  4. SERVICE DESK

    Customer Service Knowledge and Ticketing Collaboration

    Retrieves trusted knowledge, checks orders, generates suggestions, and escalates high-risk issues to humans.

    Integrations
    Knowledge base, orders, customers, tickets, and permission system
    Outputs
    Answers with sources, handling suggestions, ticket routing, and escalation records
    Boundaries
    Refund, commitment, privacy, and complaint decisions are made by authorized personnel
    View customer service collaboration plan
  5. KNOWLEDGE OPS

    Contract, Policy, and Internal Knowledge Assistant

    Lets employees search valid versions by role, cite sources, and identify conflicts.

    Integrations
    Policies, contracts, process documents, databases, and account permissions
    Outputs
    Traceable answers, version differences, pending questions, and update queue
    Boundaries
    Legal, HR, and high-impact decisions go back to authorized owners
    View operations collaboration plan
  6. ENGINEERING

    Software R&D AI Workflow

    Connect requirements, code, tests, reviews, releases, and runtime records.

    Integrations
    Requirement repositories, code repos, tests, logs, and release systems
    Outputs
    Change proposals, test evidence, review materials, and incident investigations
    Boundaries
    Merge, release, key, and production write permissions with approvals
    View enterprise AI capabilities

A workflow should first clarify six things

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.

Zhixu, AI system architecture

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

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.

Evaluation and Release Records

Samples, results, versions, launch criteria, deployment scope, monitoring, and rollback evidence.

Operations and Knowledge Transfer

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.

Lixing, FDE Pre-Deployment Engineering

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.