Three modules, one platform

AI Topic Center

Enter industry keywords and AI returns 10 topic suggestions, each with a search-volume estimate, competition difficulty, and opportunity score. Stop guessing what to write — let search data decide. Every Monday, an automated weekly topic report arrives based on last week's ranking changes and industry trends.

Content Workbench

A three-column board (draft → pending review → published) manages all content. AI generates drafts from each topic; the editor has a built-in real-time SEO check panel — keyword density, H-tag structure, internal-link suggestions, readability score. Approved content enters the unified distribution flow — integrated with third-party distribution services (Yixiaoer, Zernio, etc.); coverage of platforms at home and abroad begins once credentials are connected.

Attribution Dashboard

A Sankey diagram shows the complete data flow from content publication → page visits → form fills → leads → opportunities → deals. The ROI leaderboard ranks by "deal value driven" — the marketing team finally sees which content actually makes money.

Multi-channel message aggregation

WhatsApp, Email, Telegram, Instagram, Messenger, and LinkedIn messages auto-aggregate onto the customer 360° timeline; phone calls, memos, WeChat, and WeCom interactions can also be logged manually on one timeline — no more switching between apps.

Unified Lead Pool

Leads from content forms, channel messages, AI proactive acquisition, and trade-show imports all converge in one place; AI scores them automatically (0-100) so high-value leads surface first; messages that can't be auto-assigned land in the "unassigned inbox" where admins claim and assign in one click — with real-time notifications to the person.

🧹 Deduplication & one-click merge

The same customer entered as both "Nine" and "Nine Robotics"? The system finds suspected duplicate companies by name similarity, then matches duplicate contacts within a company by name and email. Confirm the merge and interactions, opportunities, tasks, visit records, and contract templates all migrate with the master record — no orphans left. Select multiple duplicate pairs for batch merging with per-pair success/failure results; data cleansing done in one pass.

• Smart similarity detection: weighted company-name similarity matching — even short names contained in long ones ("Nine" → "Nine Robotics") are recognized
• Merge means migration: contacts, opportunities, interactions, tasks, tags, visit reports, and contract templates all migrate with the master record — with a change log

Opportunity Kanban

Five stages (new inquiry → in follow-up → quoting → won → lost), advanced by drag and drop. Each card shows only what the decision needs: customer, value, days since last touch (>3 days amber, >7 days red); wins/losses auto-record time and loss reason, and AI reads and writes win probability directly. Click into the detail page for the conversation timeline plus an AI sidebar (auto-extracted core needs, budget range, suggested next step).

Customer 360° Profile

Three tab views: "Sales touchpoints" shows the timeline of all channel messages (with sentiment tags); "Marketing touchpoints" shows content interactions before the lead converted; "AI insights" provides a composite profile with risk flags. An opportunity health score (0-100) is embedded in the profile: auto-calculated across five dimensions — contact frequency, sentiment trend, stage velocity, inbound/outbound ratio, and value — green healthy / yellow watch / red alert.

Visit Management

Upload a recording and AI generates structured notes in 1 minute (13 business fields: topics, summary, key points, customer feedback, next actions, and more). The visit calendar switches between month/week views with drag-and-drop rescheduling.

Contracts & Quotes

AI extracts contract fields from conversation records to fill templates, with an approval flow (draft → pending approval → effective). The quote editor supports product selection, currency conversion, and PDF export, auto-linked to the opportunity and conversation timeline.

AI Suggestion Center

8 signal types cover every sales scenario: dormant customer reactivation, stalled opportunity nudges, high-value opportunity alerts, due-task reminders, un-followed visits, upcoming-visit prep, hot-email detection, and negative-sentiment alerts. Each suggestion card has Accept and Ignore buttons; accepting auto-creates a task or advances the opportunity stage.

ChatBI Smart Q&A

Query data in natural language and AI generates charts automatically (bar/pie/trend lines) with one-click export. "Which channel had the highest deal value last month?" "Compare Zhang's and Li's conversion rates" — no SQL required, just ask.

Management Dashboard

Company-wide metrics: sales funnel, marketing spend vs. ROI (enter platform/channel/content costs and it auto-computes deal value ÷ spend), team leaderboards, and channel performance. AI proactively alerts: lead volume dropping, high-value opportunities stalling, response speeds below average. AI usage is transparent: token consumption, call counts, average latency, and model mix tracked across 8 AI feature categories (ChatBI / suggestions / message analysis / contracts / profiles / visits / knowledge base / topics), so you can see exactly where AI spend goes (costs are self-calculated at each model's pricing).

Opportunity Health Score

Auto-scored across 5 dimensions: contact frequency, sentiment trend, stage velocity, inbound/outbound ratio, and value weighting. Green (70-100) healthy, yellow (40-69) watch, red (0-39) alert.