Sh
Shopping guide cabin AI official website pre-sales conversion platformAI pre-sales conversion and lead automation platform · V75
Connecting to the live product service
AI pre-sales conversion and lead automation platform

Turn official website visitors into follow-up leads instead of just leaving chat records

Precipitate anonymous website sessions into leads with intent, tags, appointments, follow-up tasks, and sync logs.

  1. 01
    Configure official website shopping guide itemsFill in the official website address, AI identity, conversation channel, language, conversion goal and privacy consent copy.
  2. 02
    Generate pre-sales portalGenerate auditable official website AI pre-sales entrance configuration and session recording structure.
  3. 03
    Layout intent and page guidanceMap visitor needs to page navigation, click-to-demo, or referral to human suggestions.
  4. 04
    Lead pooling and follow-upConsolidate conversation, retention, appointment and departure events into lead pool recording and follow-up tasks.
Number of sessionsNo session yetCount the total number of conversation_records on this site and filter by time range.
Add new clueNo clue yetCount the number of records in lead_record whose creation time falls within the current filtering range.
Number of reservationsNo reservations yetCount the number of records in appointment_record whose appointment_status is not canceled.
Tasks to be followed upThere are no follow-up tasks yetCount the number of records in lead_pool_record whose task_status is pending or scheduled.
Synchronize exception logNo synchronization exception yetCount the number of records whose sync_status is failed in lead_pool_record; it only represents the logs of this site and does not represent the status of external platforms.
BUSINESS INPUT

New project

Configure an official website project that requires the deployment of AI pre-sales shopping guide, including entrance style, dialogue capabilities, conversion goals, privacy notices, and lead processing rules.

Loading product-specific business fields.

Not saved
TRACEABLE OUTPUT

Pre-sales conversion workbench

Results, sources, failures, approvals, and rollbacks are saved by project.

0 live runs
∅

No business results yet

Please fill in the official website address, AI identity description, conversation channel and supported language first.

PRIVACY

Data use boundary

This product may handle visitor session content, language, page behavior, contact details, appointment times, need descriptions, intent tags, and follow-up status. Enterprises must display the AI ​​identity, collection purpose, retention period, unsubscription method and contact information before visitors leave information and return visits; they must not generate off-site marketing return visit tasks without obtaining consent. Current 10 role review supplements: Upgrade free text consent to structured consent records, distinguishing purposes such as session processing, retention, portrait marking, off-site return visits, export / synchronization, etc. ;Contact information, session summary, demand summary, appointment time, tags, and synchronization logs are all treated as sensitive or quasi-sensitive data. ; By default, the collection is minimized, and the contact information is only a mobile phone number or email address; other fields need to be explained for business necessity. ; Display and export are desensitized by default, and export requires approval and audit records. ;Support single visitor deletion, withdrawal of consent, stop return visits, shortening or closing original text saving. ; When follow_up_allowed, profiling_allowed or export_allowed is not obtained, the corresponding return visit, portrait or export / synchronization plan will be blocked.

RETENTION

Data retention

By default, the original conversation text is saved for 90 days, the lead and appointment records are saved for 180 days, and the synchronization log and approval audit are saved for 365 days; the enterprise administrator can shorten the period or delete individual visitor records.

SAFETY

Human responsibility and rollback

This product is used for pre-sales reception, page guidance and lead operation assistance on the official website. AI output may misjudge visitor intentions, translate inaccurately, or generate inappropriate follow-up suggestions; online entrances, page guidance rules, retention fields, return visit tasks, and synchronized exports must be reviewed and enabled by enterprise personnel. This product output should not be construed as a sales commitment, legal opinion, or conclusion of compliance.

Rollback only refers to withdrawing the portal configuration version, intent rules, report results, lead pool status or workflow approval status in this site; when this product is not connected to an external production system, rollback will not and cannot modify any external website, CRM, SaaS platform or real customer data.