Embed original system page
Add AI assistants next to CRM, ERP, OA or internal system pages so employees don’t have to switch tools.
Zimei Technology · Existing system access to AI
For example, add an AI assistant next to the CRM customer page: read current customer information, organize requirements and items to be confirmed, and write back follow-up records after sales confirmation.
See the ResultUploaded requirement description and existing process
Product form
Add AI assistants next to CRM, ERP, OA or internal system pages so employees don’t have to switch tools.
A separate AI workbench is provided to read data from multiple systems based on permissions, and then send the results back to the original business.
Add AI processing nodes to the original processes such as work orders, review, and entry, and submit exceptions and key results to humans for confirmation.
Access process
Confirm the positions, business actions and results to be completed in the first phase.
Check interfaces, data fields, account permissions and manual confirmation points.
Complete AI functions, exception handling, result writeback and running records.
Complete the check in the target environment using actual accounts and agreed scenarios.
Implementation conditions
Suitable for projects where the service has been approved, allowing the necessary data to be sent by scope.
It is suitable for projects where enterprises already have cloud accounts, networks and operations teams.
Ideal for projects where key components need to remain in-house.
Delivery
The agreed business process can be fully operated, and abnormal situations can be transferred to another person for handling.
Installation, configuration, startup, update, and rollback instructions for the target environment.
Inspection records of business processes, position permissions, external service interruption and recovery operations.
Code, account, interface, data destination, known issues and daily maintenance instructions.
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