CUSTOMER JOURNEY & SYNERGY

Cross-Department Relay Around One Unified Customer—Turning Scattered Touchpoints into Core Enterprise Assets

End departmental tool silos—see how marketing, sales, support, and operations collaborate seamlessly around a single unified customer profile.

UNIFIED CUSTOMER LOOP

8-Step Closed-Loop Enterprise Customer Operations Sandbox

Marketing × StepOne GEO

01 AI Visibility

Audit baseline brand answers across mainstream AI platforms and build source-cited enterprise knowledge & authoritative references

Web Agent / Hotline / WeCom

02 Inbound Capture

Capture prospects via embedded web AI support, 400 hotlines, or forms with compliant identity resolution

Inside Sales × StepOne Voice

03 Instant First Call

Sub-minute automated outbound calls to qualify product fit, schedule, budget terms, and urgency tier

Automated Writeback via Workflow Agent

04 CRM Profile Creation

Bind source channel, key priorities, and assigned business-unit sales team under a Unified Customer ID

Voice / Phone Assistant

05 Follow-Up

Load long-term customer memory for event confirmations, webinar invites, and periodic reactivation

Sales × StepOne SCRM Agent

06 WeCom Nurturing

Consistent WeCom Q&A, AI summaries and suggested pitches to close deals, plus seamless human takeover

QA Agent

07 100% Automated QA

100% automated transcription across voice calls and WeCom chats to flag risky promises and SOP deviations

RevOps × StepOne Analytics

08 Business Operations Review

Audit end-to-end channel conversion rates and recurring objections to refine next-cycle voice scripts and knowledge assets

First-Party Delivery & Ongoing Customer Success Enablement

01 · Tailored Industry Solutions

Backed by 5 national R&D and delivery centers across Richinfo and StepOneAI, deeply tailored to your existing CRM, CTI, and approval workflows.

02 · Operations, IT & Partner Enablement

Hands-on SOP enablement for enterprise marketing, sales, and support teams as well as nationwide channel partners to ensure rapid adoption.

03 · Hard-Case Flywheel & Continuous Model Iteration

Periodically reviews hard-case dialogue pools and QA findings to refine domain lexicon accuracy, RAG grounding, and follow-up scripts.

QUANTIFIED ENTERPRISE BENCHMARKS · Anonymized Production Case Studies

Large-Scale Production Benchmarks Across Four Core Industries (Anonymized Archive)

From air-gapped sovereign-IT voice QA at tier-1 state-owned banks to minute-level lead qualification for top EV makers and AI search authority building in manufacturing.

Download the Three Official Playbooks →

Benchmark 01 · Banking & Wealth Management Air-Gapped On-Premise Delivery on Huawei Ascend Sovereign IT

Provincial Branch of a Tier-1 State-Owned Commercial Bank

Core Challenge:Heavy wealth-management follow-up backlogs, no overnight live-agent coverage, and manual QA sampling limited to ~3% of call recordings—leaving major compliance blind spots.

Deployed Solution:Deployed StepOne Voice conversational agents alongside 100% full-coverage QA Agents, keeping all audio recordings and customer data strictly inside the air-gapped data center intranet.

42,000 calls/day

Stable peak concurrent outbound & inbound call handling

3% → 100%

Compliance dual-recording & sensitive-term QA audit coverage

Benchmark 02 · Smart New Energy Vehicles (NEV) Hybrid Cloud Legacy CTI Reuse + WeCom Private-Domain Synergy

National Marketing Center of a Leading NEV Automaker

Core Challenge:During auto shows and vertical-media surges, manual lead follow-ups lagged over 4 hours—causing rapid intent decay and inconsistent dealership test-drive scripts.

Deployed Solution:Integrated StepOne Voice for sub-minute first-call qualification, automatically routing high-intent test-drive prospects to showroom WeCom advisors for 1-on-1 follow-up.

≤ 90 sec

Omnichannel lead rapid first-call response time

+38.4%

Lift in qualified weekend showroom test-drive show-up rate

Benchmark 03 · Precision Manufacturing & B2B Supply Chain StepOne GEO Six-Pulse Playbook + Official Website AI Agent

Multinational Industrial Automation & Dedicated Supply Chain Group

Core Challenge:The brand was consistently absent when B2B buyers queried Doubao, DeepSeek, and Kimi for vendor comparisons, while product specs were misquoted by unverified third-party pages.

Deployed Solution:Used StepOne GEO's six specialized Agents to structure verified Product Fact Dossiers (F-001), publish authoritative technical sources around core buyer query packs, and run monthly re-audits.

4 Major AI Platforms

Accurate factual citations established across core vendor-selection queries

+52.0%

MoM growth in high-intent enterprise inquiries via official website

Benchmark 04 · Nationwide Consumer & Retail Chains Agile Cloud SaaS Workspace + Unified Customer ID

1,000+ Store Wellness & Lifestyle Retail Chain Brand

Core Challenge:Hundreds of thousands of dormant members lacked cost-effective reactivation workflows, while fragmented WeCom tags caused repeated outreach and complaints.

Deployed Solution:Combined StepOne Voice lifecycle care calls with Private-Domain Agents for standardized auto-tagging, accurately segmenting high-propensity repeat buyers.

19.6%

Effective reactivation conversion rate for 6-month dormant members

3.4x

Customer-service capacity multiplier per WeCom operations advisor

EDITION & DEPLOYMENT COMPARISON · Deployment & Partnership Matrix

Four Clear Deployment & Partnership Paths: Built for Agile Teams, Legacy Stack Integration, Air-Gapped Sovereign IT, and Channel Partners

Eliminate opaque pricing—pinpoint the ideal deployment and commercial model based on your data residency boundaries, legacy integration needs, and business role.

Evaluation Dimension	01 · Cloud SaaS Standard	02 · Enterprise Hybrid Cloud ★	03 · Huawei Ascend Air-Gapped Appliance	04 · StepOne GEO Agency Partner Edition
Target Organizations & Stage	Growth telesales/support teams & rapid PoC validation projects	Mid-to-large retail chains, automakers, manufacturers & B2B service groups	Banks, insurers, public sector, state-owned enterprises & high-security institutions	Digital marketing agencies, B2B resellers & regional service partners
Typical Go-Live Timeline	1–3 business days, turnkey out-of-the-box	1–2 weeks including SIP/CTI & CRM joint integration	2–4 weeks for on-prem data center / Huawei Ascend appliance rack & acceptance	Instant provisioning of dedicated agency partner console upon contract approval
Core Models & Compute Foundation	Wenquxing LLM High-Availability Cloud Cluster	Dedicated Dual-Engine Routing (Wenquxing LLM + RichLLM)	On-Premise LLM Weights + Huawei Ascend Rich AIBox	StepOne GEO Standard Engine with Six Specialized Collaborative Agents
Legacy Stack & Telephony Integration	Standard Cloud Workspace + One-Click Web Floating Widget Embed	Native reuse of Genesys, SIP trunks, WeCom & mainstream CRMs	Air-gapped intranet softswitch peering, private APIs & custom plugins	Dual-workspace architecture: Partner provisioning ledger + isolated client portals
Data Residency & Security Boundary	Tenant-level IAM logical isolation & end-to-end TLS encryption	Core customer records remain enterprise-side with secure call-summary write-back	100% on-premise residency—audio recordings, transcripts & customer data never leave your network	Strict partner client-ownership isolation with full audit trails across review and publishing
Commercial & Pricing Model	Monthly/annual concurrent seat subscription + elastic usage-based call minutes	Enterprise platform subscription + custom dedicated concurrency channels	Turnkey hardware-software perpetual license + annual maintenance & on-site vendor enablement	Partner wholesale discount + quarterly/annual renewal revenue share

Cross-Department Relay Around One Unified Customer—Turning Scattered Touchpoints into Core Enterprise Assets

8-Step Closed-Loop Enterprise Customer Operations Sandbox

01 AI Visibility

02 Inbound Capture

03 Instant First Call

04 CRM Profile Creation

05 Follow-Up

06 WeCom Nurturing

07 100% Automated QA

08 Business Operations Review

First-Party Delivery & Ongoing Customer Success Enablement

Large-Scale Production Benchmarks Across Four Core Industries (Anonymized Archive)

Provincial Branch of a Tier-1 State-Owned Commercial Bank

National Marketing Center of a Leading NEV Automaker

Multinational Industrial Automation & Dedicated Supply Chain Group

1,000+ Store Wellness & Lifestyle Retail Chain Brand

Four Clear Deployment & Partnership Paths: Built for Agile Teams, Legacy Stack Integration, Air-Gapped Sovereign IT, and Channel Partners

One Unified AI Agent Suite · A New Paradigm for Omnichannel Enterprise Customer Operations

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