WO2024032652A1 - Task assistance method and apparatus, electronic device, and computer readable storage medium - Google Patents

Task assistance method and apparatus, electronic device, and computer readable storage medium Download PDF

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Publication number
WO2024032652A1
WO2024032652A1 PCT/CN2023/111939 CN2023111939W WO2024032652A1 WO 2024032652 A1 WO2024032652 A1 WO 2024032652A1 CN 2023111939 W CN2023111939 W CN 2023111939W WO 2024032652 A1 WO2024032652 A1 WO 2024032652A1
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task
target
training
executive
content
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PCT/CN2023/111939
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French (fr)
Chinese (zh)
Inventor
赵若冰
陈雨强
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第四范式(北京)技术有限公司
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Publication of WO2024032652A1 publication Critical patent/WO2024032652A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/30Information retrieval; Database structures therefor; File system structures therefor of unstructured textual data
    • G06F16/33Querying
    • G06F16/3331Query processing
    • G06F16/334Query execution
    • G06F16/3344Query execution using natural language analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/30Information retrieval; Database structures therefor; File system structures therefor of unstructured textual data
    • G06F16/33Querying
    • G06F16/332Query formulation
    • G06F16/3329Natural language query formulation or dialogue systems
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/30Semantic analysis
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06Asset management; Financial planning or analysis

Definitions

  • the present disclosure relates to the field of artificial intelligence technology, and in particular, to a task assistance method, device, electronic equipment and computer-readable storage medium.
  • Sales means interacting with customers through communication and dialogue to achieve the goal of selling products and services.
  • the quality of communication directly determines whether the goal can be achieved.
  • embodiments of the present disclosure provide a task assistance method, device, electronic device, and computer-readable storage medium, which are beneficial to improving task completion efficiency.
  • embodiments of the present disclosure provide a task assistance method, applied to electronic devices.
  • the method includes: obtaining source information for creating training content; the source information includes description information of an executive and the executive target task information; generate target training content for the target task for the execution personnel according to the obtained source information; output the target training content to the execution personnel according to the preset training rules; respond to the The executor compares the training input of the training content with a preset evaluation standard; based on the comparison result, outputs feedback information of the training input to the executor.
  • inventions of the present disclosure also provide a task assistance device for use in electronic equipment.
  • the device includes: a courseware generation robot module configured to obtain source information for creating training content. According to the obtained source information, information to generate target training content for the target task for the executor; the source information includes description information of the executor and target task information of the executor; a sparring robot module configured to train according to a preset rules, output the target training content to the execution personnel; in response to the training input of the training content by the execution personnel, compare the training input with the preset evaluation criteria; based on the result of the comparison, The executive outputs feedback information of the training input.
  • inventions of the present disclosure also provide an electronic device.
  • the electronic device includes: a casing, a processor, a memory, a circuit board, and a power circuit, wherein the circuit board is placed inside a space enclosed by the casing, and the processing
  • the processor and memory are arranged on the circuit board; the power circuit is used to supply power to each circuit or device of the above-mentioned electronic equipment; the memory is used to store executable program code; the processor runs the program by reading the executable program code stored in the memory.
  • the program corresponding to the executable program code is used to execute the task assistance method described in any of the aforementioned implementation methods.
  • embodiments of the present disclosure also provide a computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors, To implement the task assistance method described in any of the aforementioned implementation modes.
  • the task assistance method, device, electronic device and computer-readable storage medium can obtain the executor's According to the description information and the target task information of the executive, target training content for the target task is generated for the executive based on the description information and the target task information; according to the preset training rules, the target training content is generated for all
  • the execution personnel output the target training content; in response to the execution personnel's training input to the training content, compare the training input with the preset evaluation criteria; based on the result of the comparison, provide the training content to the execution personnel
  • the feedback information of the training input is output, so as to provide targeted training content for the executors. It can enable executors to quickly improve their ability to perform target tasks, thereby helping to improve task completion efficiency.
  • Figure 1 is a schematic flowchart of a task assistance method provided by an embodiment of the present disclosure
  • Figure 2 is a schematic diagram of outputting question-and-answer training to executives by displaying it on the display interface;
  • Figure 3 is a schematic diagram of the answer feedback information displayed on the display interface after the executive checks the answer and confirms it on the interface shown in Figure 2;
  • Figure 4 is a schematic diagram of outputting oral answers to executives by displaying them on the display interface
  • Figure 5 is a schematic diagram of a task assisting device according to an embodiment of the present disclosure.
  • FIG. 6 is a schematic diagram of an electronic device according to an embodiment of the present disclosure.
  • FIG. 1 is a schematic flowchart of a task assistance method according to an embodiment of the present disclosure.
  • the task assistance method according to this embodiment can be applied to electronic devices.
  • the electronic devices can be personal desktop computers, laptop computers, tablet computers, smart phones or smart sales terminals.
  • the tasks involved in the task assistance method of this embodiment can be any manual task.
  • the task assistance method provided by this embodiment can be applied to the whole process tasks of assisted sales of financial products of financial institutions.
  • the financial institution can be any financial product trading institution such as a bank or a fund company.
  • the task assistance method of this embodiment can also be applied to assisted sales of products such as industrial products or consumer products. The following takes the assisted sales of financial products of a financial institution as an example to illustrate the embodiments of the present disclosure.
  • a task assistance method may include steps:
  • the source information includes description information of the execution personnel and target task information of the execution personnel.
  • Executives are those who perform external sales tasks in financial institutions, such as sales managers, sales specialists, etc. in financial institutions.
  • Executive description information is used to qualitatively or quantitatively describe the executive's sales skills, historical sales performance and other factors. For example, it can include the appointment analysis results and capability matrix, best practice analysis results, etc. of the executives' previous appointments with customers.
  • the target task information may include detailed information on appointment tasks created in advance for the executive, such as task arrangements, task completion status, etc.
  • the source information may also include at least one of the following: customer object information, product names or product categories matching the customer object, product introduction information obtained from the knowledge graph, etc.
  • the source information can be pre-established or set in a database, and can be updated in real time based on the collected data.
  • Target training content can also be called courseware content.
  • a target training content library can be established in advance, and target training content that can be evaluated from multiple different dimensions is stored in the target training content library.
  • Each dimension can include multiple sub-dimensions, and each sub-dimension can correspond to more specific target training content.
  • Different target training content can have corresponding difficulty levels.
  • the target training matching the executive can be extracted from the target training content library from the dimension of the description information of the executive and the dimension of the target task information.
  • Content that is, target training content.
  • the embodiments of the present disclosure can automatically adapt personalized training content based on execution objects and target tasks to achieve targeted personal task training.
  • the preset training rules may include sales training types, training sequences, etc.; among which, the sales training types may include question-answer training, oral answer-based training, etc.
  • Training sequences include training sequences for different sales training types.
  • the target training content can be output to the executors through at least one of audio and video methods, or the target training content can be output to the executors through silent display on the display interface.
  • Figure 2 is a schematic diagram of the answer-based training output to the executive by displaying it on the display interface
  • Figure 3 is a schematic diagram of the answer feedback information displayed on the display interface after the executive checks the answer and confirms it on the interface shown in Figure 2.
  • the target training content can be output to the executives through voice or audio and video.
  • Figure 4 is a schematic diagram of outputting spoken responses to executives by displaying them on the display interface. "I have no appointment. The money just arrived yesterday. Let me have tea.” shown in Figure 4 can be output to the executive through audio, so that the executive can respond or ask.
  • Preset training rules can also include showing training content overviews and guidelines to executives before formal training begins.
  • the feedback information may include but is not limited to at least one of the following: information on whether the training input is correct, answer marks of answer content, correct answers to wrong questions, training scores, actual improvement directions and tips, etc.
  • the method After outputting the feedback information of the training input to the execution personnel, the method further includes displaying training content completion progress information to the execution personnel.
  • target training content for the target task is generated for the executor;
  • the preset training rules output the target training content to the execution personnel; in response to the execution personnel's training input of the training content, compare the training input with the preset evaluation criteria; based on the comparison
  • the feedback information of the training input is output to the execution personnel, which facilitates the provision of target training content for the execution personnel in a targeted manner. It can enable executors to quickly improve their ability to perform target tasks, thereby helping to improve task completion efficiency.
  • the description information may include project information to be tutored;
  • the target task information may include content information of the target task and profile information of the target customer object.
  • the project information to be coached may include key information on sales training for the executives, such as communication skills, sales skills, basic knowledge of products, basic knowledge of competitive products, product configuration strategies, relevant tax knowledge, etc.
  • the content information of the target task may include information about the products to be sold.
  • the target customer's profile information may include the target customer's assets, income, family members and other information.
  • generating target training content for the target task for the executive according to the source information may include:
  • target training content for the target task is generated for the executive .
  • Preset target training content generation rules can include training content (i.e. courseware) stage guidance framework and answer time estimation rules, etc. For example, it can include what type of target training content to generate, as well as the number of trainings, training duration, waiting time for answering questions, etc. .
  • generating target training content for the execution personnel for the target task may include: generating answer-based training content for the execution personnel for the target task.
  • the content of answer-based training can be fill-in-the-blank training questions or multiple-choice training questions, etc.
  • outputting the target training content to the executive in accordance with the preset training rules includes: outputting the answer-based training content in the form of text on the display interface, or outputting the answer-based training content in the form of voice. Training content.
  • the method may also include recording the answer content (including wrong answer content) input by the executive.
  • generating target training content for the target task for the executive may include: generating oral practice training content for the target task for the executive.
  • Oral practice training is an immersive training that can simulate real sales conversation scenarios.
  • outputting the target training content to the execution personnel according to the preset training rules includes: outputting at least one of the question content and response content corresponding to the oral practice training content in a voice manner. .
  • the content of oral practice training can be that the electronic device asks questions through voice, and then the executive responds to the question orally to simulate a real sales scenario between the executive and the customer.
  • the sparring content input by the executive can be recorded.
  • comparing the current training input with the preset evaluation criteria includes: in response to the executive's input of the training content
  • the voice training input is recognized as text content, and the text content is compared with preset evaluation standards.
  • the preset evaluation criteria can be standard answers for question-answer training content, standard speaking skills for oral practice training content, etc.
  • the preset evaluation criteria in the above embodiments may also be a scoring rule, through which the training input content is scored to obtain a training score.
  • the target training content involved in the present disclosure may include training content in at least one training stage, and the training content in any one of the training stages includes at least one piece of training content.
  • the training stage includes at least one of the following: ice-breaking stage, chat stage, risk assessment stage, risk disclosure stage, asset allocation stage, product introduction stage, and rate structure stage. It should be understood that the training content involved in each training stage is matched.
  • the execution object can be trained in sequence according to the task execution order, or the execution object can also choose the tasks that interest or Conduct targeted training at weak training stages.
  • phased prompt information is output before switching to the next target stage, so The stage prompt information is used to prompt the stage goal of the next target stage.
  • prompt information can be output on the display interface to remind the executive that the stage goals of the asset allocation stage include: 1. Review of assets and liabilities; 2. Financial goal setting; 3. Risk assessment; 4. Asset allocation portfolio; 5. Rebalancing.
  • stage goals here are only exemplary and are not used to limit the implementation scope of this solution.
  • the completion prompt of the training phase can also be output.
  • a completion prompt can be output to prompt and encourage the executive to continue working hard to complete the training and improve the enthusiasm of the executive.
  • the method further includes:
  • a new first target training content is generated for the executive; wherein the difficulty level of the first target training content is lower than the most recently output target.
  • new second target training content is generated for the current executive; wherein the second accuracy threshold is higher than the first accuracy Threshold: the difficulty level of the second target training content is higher than the difficulty level of the most recently output target training content.
  • the difficulty level of the training content can be adaptively adjusted according to the training input of the execution personnel.
  • the method further includes the steps:
  • the task process files involved in the embodiments of the present disclosure may include: at least one of a task audio file and a task text file.
  • the task audio file is collected during the execution of the target task by the executor, and the task text file can be obtained by text-processing the task audio file.
  • the task audio file may be collected by the executor using a recording device. Therefore, it may be obtained by receiving the task audio file uploaded by the executor.
  • the executor can collect the sound of the task process through the recording device to obtain the task audio file, and then connect the recording device to the electronic device, and upload the task audio file to the electronic device, thereby obtaining the execution result of the executor.
  • the task process file of the target task can also be implemented using this electronic device.
  • the electronic device can also be directly used to collect sounds of the task process and obtain the task process file.
  • the executor of this task coaching method (such as an application or a hardware device) can display a recording control, and the user can send recording instructions by touching or voice-activating the recording control.
  • the executor of this task coaching method can respond to Automatically collect task audio files according to the instructions of the personnel.
  • the task audio file obtained above is processed into text to obtain the task text file.
  • the textual processing can include but is not limited to: text conversion of audio data; or, after text conversion of audio data, combined with semantic analysis, a task text file with smooth semantics can be obtained; or, based on any of the above solutions, Then, combined with audio sentiment analysis, the sentiment analysis results are also converted into text or text tags to form a task text file.
  • the analysis processing may include but is not limited to at least one of semantic analysis, text analysis, audio analysis, and sentiment analysis based on artificial intelligence algorithms.
  • the task process review files involved in the embodiments of this disclosure include but are not limited to at least one of the following: dialogue process files, satisfaction reports, compliance reports, customer churn risk reports, competitor information, and best practice reports. Below, they are explained in sequence.
  • the dialogue process file is mainly used to describe the task execution process of the executive.
  • the data involved includes but is not limited to at least one of the following: communication records, coaching key reports, meeting minutes, and to-do items.
  • the communication record includes at least one of the following: a single-segment task audio file, a task audio file corresponding to each dialogue character, a task text file corresponding to each dialogue character, a task audio file carrying an issue label, and a task text carrying an issue label. document.
  • the execution object can selectively review the task completion process.
  • analyzing and processing the task process file and generating the task process review file may include: splitting the task audio file to obtain multiple single-segment task audio files.
  • analyzing and processing the task process file and generating the task process review file may include: performing speech analysis on the task audio file to distinguish different dialogue roles, and obtaining task audio files that can distinguish different dialogue roles.
  • analyzing and processing the task process file to generate a task process review file may include: performing voice analysis on the task audio file to distinguish different dialogue roles, and performing text conversion on the task audio file to obtain a method that can distinguish different dialogue roles. Quest text file for the dialogue character.
  • analyzing and processing the task process file to generate a task process review file may include: performing voice analysis on the task audio file to distinguish different dialogue roles; determining the role of each dialogue role in the task process. At least one of the cumulative voice duration and the proportion of voice duration.
  • analyzing and processing the task process file to generate a task process review file may include: analyzing the task audio file with topic keywords to distinguish different topics, adding labels to the audio segments of different topics, and generating Task audio files with issue labels.
  • analyzing and processing the task process file to generate a task process review file may include: analyzing the task audio file for issue keywords, distinguishing different issues, and generating a task text file with issue tags.
  • the task audio files can also be analyzed for issue keywords to distinguish different issues, and then the audio clips of different issues can be text-converted and corresponding issue tags can be added to generate tasks with issue tags. text file.
  • analyzing and processing the task process file to generate a task process review file may include: performing keyword analysis on the task audio file to distinguish different topics; determining the cumulative value of each topic during the task process. At least one of voice duration and voice duration ratio.
  • a coaching point report can include at least one coaching point.
  • the coaching points included in the coaching points report include at least one of the following aspects: communication skills, product description issues, and risk assessment.
  • coaching points mainly involve communication skills.
  • the specific coaching points can be: 1.
  • the ice-breaking session lacks clear meeting guidelines; the meeting sub-topics are not clearly explained; 2.
  • the rate discussion is still not introduced 15 minutes before the end of the meeting; 3.
  • the description of successful cases is not vivid and does not allow customers to empathize.
  • coaching points mainly involve two aspects: risk assessment and communication skills.
  • the specific coaching points can be: 1. The overall process of risk assessment is not smooth, and other topics are inserted; 2. The third question is not understood by the customer, so detailed examples can be provided; 3. The investment period should be confirmed one by one according to the specific financial goals.
  • the coaching key points report can be based on the task text file, each topic label, and coaching key points generation rules to generate a coaching key points report for the executives.
  • the guidance point generation rules are related to multi-faceted data.
  • the guidance point generation rules can be updated based on the best practice report. More details later.
  • Meeting minutes are mainly used to facilitate readers to quickly obtain the key points of the meeting.
  • Meeting minutes can be obtained by analyzing text such as keywords on task text files. They mainly include: main ideas and key information.
  • formal meeting minutes can also be automatically generated according to the preset template.
  • the meeting minutes also include some scene information, such as meeting date, meeting time, location, participants, topics, etc. Lift.
  • a content summary analysis of the task text file can be performed to generate meeting minutes of this task process; the meeting minutes can include the main views of the communication participants, and can also include other key information, such as Time, location and other information.
  • To-do items are mainly used to automatically generate to-do items, freeing the hands of executives and saving their time and energy.
  • To-do items can be obtained based on keyword and other text analysis processing of task text files, which mainly include but are not limited to: to-do item elements and content.
  • the content can include but is not limited to at least one of the following: time, location, Characters and goals.
  • to-do items can be analyzed on the task text file to generate to-do item information; the to-do item information includes at least one of the following information: to-do content, time, location, person, to-do item The goals to be achieved, etc.
  • the satisfaction report involved in the embodiment of the present disclosure may include but is not limited to at least one of the following aspects: product satisfaction, service satisfaction, and organization satisfaction.
  • product satisfaction is used to characterize the target customer's attitude towards the product
  • service satisfaction is used to characterize the target customer's attitude towards the services provided by the executives
  • organization satisfaction user represents the target customer's overall attitude towards the service organization, so , you can fully understand the needs of target customers through satisfaction reports to facilitate follow-up.
  • keywords can be extracted from the task text file.
  • the values are determined by the contents of the task text file, while the weights and specific aspects included can be specifically customized.
  • the machine learning model will output the probability that each item corresponding to the speech segment has a score of 1 to 5 points.
  • the score of the item with a probability value greater than the threshold is determined as The score of the project. For example, for a speech segment, the machine learning model inputs the probability that the speech segment has a deadline of 1 point as a, the probability of a deadline of 2 points as b, the probability of a deadline of 3 points as c, and the probability of a deadline of 4 points as d.
  • the probability that the deadline is 5 points is e. Where e is greater than the preset threshold, then the deadline score is 5 points.
  • the machine learning model will analyze all speech segments and finally get a score for each item. If the communication sequence is later If the analysis result of the speech segment conflicts with the previous speech segment, the analysis result of the later speech segment shall prevail. For example, if the deadline is first analyzed to be 5 points, and later the deadline is analyzed to be 3 points, then the final score of the deadline is 3 points. . According to the above weight formula, calculate the final score X of product satisfaction, and determine the level of product satisfaction based on the following table.
  • the satisfaction report includes at least one of the following aspects: product satisfaction, service satisfaction, and organization satisfaction.
  • the gap between the customer's expectation value and the experience value of the designated product can be determined; and the customer's satisfaction with the designated product is determined based on the gap.
  • determining the gap between the customer's expectation value and experience value for the designated product may include: determining the gap between the customer's expectation value and experience value for the designated product on at least two evaluation factors.
  • determining the customer's satisfaction with the designated product based on the gap includes: determining the customer's satisfaction with the designated product based on the gap and weight between the expected value and the experience value on each evaluation element. Product satisfaction.
  • Tables 1 and 2 show the customer satisfaction evaluation model for specified products.
  • this evaluation model there are five evaluation factors that determine whether a customer configures a product.
  • the five factors are: term, risk return, underlying assets, rate structure and structural design.
  • the five elements are weighted according to their importance. Give each interaction a customer satisfaction rating of 1 to 5, with 5 being the most satisfactory. Calculate the gap between the expectation and experience of each element, and then multiply the gap of each element by the weight to obtain the weighted gap of each element. The areas most in need of improvement can be identified based on the weighted gap size of each element.
  • the weighted gap of customer satisfaction for the specified product can be obtained.
  • the customer's satisfaction with the specified product can be determined.
  • Product satisfaction reports may be generated automatically and may be sent to the executive, the executive's management or management, etc.
  • the method of determining customer satisfaction with services and organizational satisfaction is similar to the method of determining customer satisfaction with specified products, so no further details will be given.
  • the compliance report is mainly for the convenience of reviewers or superior leaders, so that they can quickly know the compliance issues that existed in the meeting after the meeting, so that they can be remedied in a timely manner and further targeted measures can be carried out. Compliance education and training.
  • compliance analysis can be performed on the task text file based on preset compliance rules, and a compliance report of the task process can be generated.
  • the preset compliance rules need to be configured in advance.
  • the compliance rules can be rules designed based on legal provisions, or they can be custom-designed rules based on the individual needs of the organization.
  • the embodiment of the present disclosure has no special requirements for this. limit. Based on preset compliance rules, effective process supervision of execution personnel can be achieved and risks caused by irregular execution can be avoided.
  • the embodiment of the present disclosure may further include a customer churn risk report.
  • the customer churn risk report includes but is not limited to at least one of the following aspects: information about competitors (referred to as competing products) mentioned by executives, information about competitors mentioned by target customers, and customer sentiment analysis information.
  • competing product information can be extracted from the task text file (for example, searching through competing product keywords or through knowledge graphs) to obtain competing product information during the task; wherein, the competing product information can include At least one of the names of competing products and competing companies.
  • the customer's emotional attitude can be analyzed on the task text file to obtain the customer's emotional state information during the task; the customer's emotional state information can be the customer's emotional state score.
  • the competitive object information mentioned by the executive and the competitive object information mentioned by the target customer object have different emotions and attitudes for the target customer object, but both of them can be specifically used to analyze the target customer object's relationship.
  • the emotional attitude of the competition object can, to a certain extent, assist in judging the loss possibility and customer needs of the target customer object, and in turn, can assist the execution staff in the follow-up work.
  • the embodiment of the present disclosure may further include competing object information. You can refer to the fourth point above here and will not repeat it again.
  • the embodiments of the present disclosure may further include best practice analysis results.
  • an executive performs a task, it can be regarded as a practice.
  • best practices are cases of excellent executives performing tasks. Best practices can include at least one excellent task case, which can meet the needs of executives to learn from excellent executives or excellent task cases, and can also help improve the executive's task execution capabilities.
  • the task process file After any executive performs a task, the task process file will be analyzed for best practices to determine whether the task meets the requirements of best practices. Therefore, when this task meets the requirements of best practices, it can Updated best practices. In this way, at this stage, the best practice analysis results of the executive's task can be determined based on at least one content such as task text files, topic tags, and coaching point reports.
  • the best practice analysis results can further influence the rules for generating coaching points.
  • certain expert rules or human intervention can also be combined to make the guidance point generation rules more controllable.
  • the newly generated coaching points are closer to the ability level of executives, making the coaching points more flexible and keeping pace with the times to meet the needs of executives for continuous learning and improvement.
  • the method further includes at least one of the following:
  • a coaching query human-computer interaction interface receive keywords input by the executive through the coaching query page; use the keywords as indexes to query skills matching the keywords in a preset sales skills database Content; output the queried skill content.
  • the task assistance method may further include: updating the guidance point generation rules based on the best practice report.
  • the task assistance method may further include: when the task process review file contains competing object information, updating the competing object knowledge graph based on the competing object information; wherein, the competing object Including: at least one of institutional competition objects and product competition objects.
  • the task assistance method may further include: obtaining historical communication data of the target customer object, and determining the investment strategy of the target executive based on the historical communication data, where the investment strategy includes at least An investment product and the recommended ratio for each investment product.
  • the investment strategy includes at least An investment product and the recommended ratio for each investment product.
  • it can also be called an investment product portfolio.
  • Each investment product portfolio includes at least two investment products, as well as the investment recommendation ratio of the investment products.
  • the embodiment of the present disclosure can further update the competitive object knowledge graph based on the competitive object information collected by the execution personnel during the execution of the task.
  • the competition objects include: at least one of institutional competition objects and product competition objects.
  • the competitive object knowledge map can include: product map, organization map, and product-organization hybrid map.
  • the competitive object knowledge graph can be set in advance and updated in real time based on the completion of tasks by the executors.
  • the competitive object knowledge graph can be automatically generated entirely from the task execution process data of each executive.
  • the competitive object knowledge graph can also be constructed based on manual presets, network data collection, and task execution process data of each executive. .
  • the information of the target customer object related to the target task can also be updated based on the competitive object knowledge graph.
  • the target competitive object mentioned by the target customer object in the historical communication interaction data can be obtained, thereby obtaining the relevant data of the target competitive object from the competitive object knowledge graph and using it as the target customer.
  • the object data of the object is used to implement the aforementioned process.
  • the method may further include: based on the task process review file, predicting the order probability of the target customer object through a preset first machine learning model; according to the target customer object Probability of order completion, predicting the achievement of the executive's goals in the first cycle (for example, within one month or two months).
  • the achievement of the goals in the first cycle includes whether the sales target of the first cycle is achieved, the first At least one of the sales performance of the cycle; output the predicted target achievement.
  • a comparison of the achievement of forecasted performance goals for multiple executives within the organization may also be displayed.
  • the method may further include: tracking the target tasks of the executive to determine the customer stage in which the target customer object is located; based on the determined customer stage in which the target customer object is located , count the actual number of conversions of customer objects that the executive has entered into each customer stage in the first cycle; output the target conversion of customer objects that the executive has entered into each customer stage in the first cycle according to the predetermined presentation method quantity and actual number of conversions. In this way, by comparing the target conversion number and the actual conversion number at different stages, the conversion process of the sales conversion rate can be known.
  • the customer stages include a possible stage, a high potential stage, and a converted stage.
  • the possible stage may be the initial contact stage.
  • An embodiment of the present disclosure also provides a task assisting device for use in electronic equipment.
  • the task assisting device of this embodiment 10 may include:
  • the courseware generation robot module 11 is configured to obtain source information for creating training content, and generate target training content for the target task for the execution personnel according to the obtained source information;
  • the source information includes the execution personnel The description information and the target task information of the executor;
  • the sparring robot module 12 is configured to output the target training content to the execution personnel according to the preset training rules; in response to the execution personnel's training input to the training content, combine the training input with the preset training content.
  • the evaluation criteria are compared; based on the result of the comparison, feedback information of the training input is output to the execution personnel.
  • target training content for the target task is generated for the executor;
  • the preset training rules output the target training content to the execution personnel; in response to the execution personnel's training input of the training content, compare the training input with the preset evaluation criteria; based on the comparison
  • the feedback information of the training input is output to the execution personnel, which facilitates the provision of target training content for the execution personnel in a targeted manner. It can enable executors to quickly improve their ability to perform target tasks, thereby helping to improve task completion efficiency.
  • the description information includes project information to be tutored;
  • the target task information includes content information of the target task and profile information of the target customer object;
  • the courseware generation robot module 11 is configured to: based on the preset target training content generation rules, as well as the project information to be tutored, the content information, and the material information of the target customer object, generate the target tasks for the execution personnel. target training content.
  • the courseware generation robot module 11 is configured to: generate answer-based training content for the target task for the executive; wherein the training robot module 12 is configured to at least the following: One item: Output the answer-based training content to the executive in the form of text on the display interface; output the answer-based training content in the form of voice.
  • the courseware generation robot module 11 is configured to: generate oral practice training content for the target task for the executive; wherein the practice robot module 12 is configured as : Output at least one of the question content and the response content corresponding to the oral practice training content to the executive in a voice manner.
  • the training robot module 12 is configured to: in response to the executive's voice training input of the training content, identify the voice training input as text content, and convert the text content into Compare to preset criteria.
  • the target training content includes the training content of at least one training stage, and the training content of any one of the training stages includes at least one piece of training content; wherein the training stage includes at least one of the following: ice-breaking stage, Chat stage, risk assessment stage, risk disclosure stage, asset allocation stage, product introduction stage, and rate structure stage.
  • the sparring robot module is further configured to: in the process of outputting the target training content to the execution personnel, before switching to the next target stage, output phased prompt information.
  • the sexual prompt information is used to prompt the stage goal of the next goal stage.
  • the courseware generation robot module 11 is further configured to: if the accuracy of the training input is lower than a first accuracy threshold, generate new first target training content for the executive; Wherein, the difficulty level of the first target training content is lower than the difficulty level of the most recently output target training content;
  • the second accuracy threshold is higher than the first accuracy threshold, and the difficulty level of the second target training content is higher than the difficulty level of the most recently output target training content.
  • the task assistance device 10 further includes: a conversational intelligent robot module configured to obtain the task process file of the executive performing the target task; analyze and process the task process file, Generate task process review files.
  • the task process file includes at least one of the following: task audio file and task text file.
  • the conversational intelligent robot module is configured to: obtain the task audio file collected by the executor during the execution of the target task, and the task audio file is uploaded by the executor, Alternatively, the task audio file is automatically collected in response to instructions from the executive; the task audio file is processed into text to obtain the task text file.
  • the task process review file includes at least one of the following: dialogue process file, satisfaction report, compliance report, customer churn risk report, competitor information, and best practice report; wherein, the satisfaction report
  • the degree report includes at least one of the following aspects: product satisfaction, service satisfaction, and organizational satisfaction.
  • the dialogue process files include at least one of the following: communication records, coaching key points reports, meeting minutes, and to-do items;
  • the communication records include at least one of the following: single-segment task audio files, dialogue role respective The corresponding task audio files, the task text files corresponding to the dialogue characters, the task audio files carrying issue tags, and the task text files carrying issue tags.
  • the conversational intelligent robot module is configured to: generate rules based on the task text file, each topic label, and coaching key points, as The executive generates a coaching key points report; the coaching key points included in the coaching key points report include at least one of the following aspects: communication skills, product description issues, and risk assessment.
  • the conversational intelligent robot module is further configured to be at least one of the following:
  • a coaching query human-computer interaction interface receive keywords input by the executive through the coaching query page; use the keywords as indexes to query skills matching the keywords in a preset sales skills database Content; output the queried skill content.
  • the task assistance device further includes: a first update module configured to update the coaching point generation rules based on the best practice report.
  • the task assistance device further includes: a second update module (which can also be called a knowledge graph robot or a knowledge graph agent) configured to detect when the task process review file contains a competing object.
  • a second update module (which can also be called a knowledge graph robot or a knowledge graph agent) configured to detect when the task process review file contains a competing object.
  • the competitive object knowledge graph is updated based on the competitive object information; wherein the competitive object includes at least one of an institutional competitive object and a product competitive object.
  • the task assistance device further includes: an investment strategy determination module configured to obtain historical communication data of the target customer object, and determine the investment of the target executive based on the historical communication data.
  • an investment strategy determination module configured to obtain historical communication data of the target customer object, and determine the investment of the target executive based on the historical communication data.
  • Strategy includes at least one investment product and a recommended proportion of each investment product.
  • the task assisting device 10 further includes: a performance prediction robot module configured to: based on the The task process review file predicts the order probability of the target customer object through the preset first machine learning model; predicts the achievement of the first cycle goal of the executive based on the order probability of the target customer object.
  • the first cycle target achievement status includes whether at least one of the first cycle sales target and the first cycle sales performance is achieved; and the predicted target achievement status is output.
  • the task assisting device 10 further includes: a sales funnel robot module configured to track the target tasks of the executive to determine the customer stage in which the target customer object is; based on the The determined customer stage of the target customer object is updated, and the actual number of conversions of customer objects that the executive enters into each customer stage in the first cycle is updated; and the actual conversion number of the customer object entered by the executive in the first cycle is output according to the predetermined presentation method.
  • the customer stages include a possible stage, a high potential stage and a converted stage.
  • Each of the above-mentioned task assistance devices 10 can correspondingly implement the above-mentioned task assistance method embodiments, and their implementation processes and technical effects are basically the same, and will not be described again here.
  • an embodiment of the present disclosure also provides an electronic device.
  • the electronic device includes: a housing 51, a processor 52, a memory 53, a circuit board 54 and a power circuit 55, wherein the circuit board 54 is disposed in the housing 51 Inside the enclosed space, the processor 52 and the memory 53 are arranged on the circuit board 54; the power circuit 55 is used to supply power to various circuits or devices of the above-mentioned electronic equipment; the memory 53 is used to store executable program codes; the processor 52 passes Read the executable program code stored in the memory to run the program corresponding to the executable program code, which is used to implement any of the task assistance methods provided by the foregoing embodiments. Therefore, the corresponding technical effects can also be achieved. The details have been described above. Description will not be repeated here.
  • Mobile communication equipment This type of equipment is characterized by its mobile communication function and its main goal is to provide voice and data communication.
  • Such terminals include: smart phones (such as iPhone), multimedia phones, feature phones, etc.
  • Ultra-mobile personal computer equipment This type of equipment belongs to the category of personal computers, has computing and processing functions, and generally also has mobile Internet features.
  • Such terminals include: PDA, MID and UMPC devices, such as iPad.
  • Server A device that provides computing services.
  • the server consists of a processor, hard disk, memory, system bus, etc.
  • the server is similar to a general computer architecture, but due to the need to provide high-reliability services, it requires less processing power and stability. , reliability, security, scalability, manageability and other aspects have higher requirements.
  • embodiments of the present disclosure also provide a computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors,
  • the one or more programs can be executed by one or more processors.
  • Embodiments of the present disclosure also provide a computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors to implement the foregoing implementation.
  • Any task auxiliary method provided by the example can also achieve corresponding technical effects. This has been explained in detail above and will not be repeated here.
  • the description is relatively simple.
  • each unit/module can be implemented in the same or multiple software, the same or multiple hardware, or the same or multiple software and hardware.
  • the program can be stored in a computer-readable storage medium.
  • the program can be stored in a computer-readable storage medium.
  • the process may include the processes of the embodiments of each of the above methods.
  • the storage medium can be a magnetic disk, an optical disk, a read-only memory (Read-Only Memory, ROM) or a random access memory (Random Access Memory, RAM), etc.

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Abstract

A task assistance method and apparatus, an electronic device, and a computer readable storage medium. The task assistance method comprises: obtaining source information used for creating training content; generating target training content for execution personnel according to the source information; outputting the target training content to the execution personnel; in response to a training input of the execution personnel to the training content, comparing the training input with a preset judgment criterion; and on the basis of a comparison result, outputting feedback information of the training input to the execution personnel.

Description

一种任务辅助方法、装置、电子设备及计算机可读存储介质A task assistance method, device, electronic equipment and computer-readable storage medium
本公开要求于2022年8月10日提交中国专利局、申请号为202210957951.2,发明名称为“一种任务辅助方法、装置、电子设备及存储介质”的中国专利申请的优先权,其全部内容通过引用结合在本公开中。This disclosure requires the priority of the Chinese patent application submitted to the China Patent Office on August 10, 2022, with the application number 202210957951.2, and the invention name is "a task assistance method, device, electronic equipment and storage medium", and its entire content is approved by This reference is incorporated into this disclosure.
技术领域Technical field
本公开涉及人工智能技术领域,尤其涉及一种任务辅助方法、装置、电子设备及计算机可读存储介质。The present disclosure relates to the field of artificial intelligence technology, and in particular, to a task assistance method, device, electronic equipment and computer-readable storage medium.
背景技术Background technique
随着计算处理能力、大数据技术的突破,以及人工智能深度学习算法的进步,人工智能机器人成为热门领域之一,关注度不断提升。With breakthroughs in computing processing power, big data technology, and advances in artificial intelligence deep learning algorithms, artificial intelligence robots have become one of the hot fields, with increasing attention.
销售就是通过沟通对话跟客户互动,从而达到售卖产品、服务的目标。沟通质量的高低直接决定了是否能达成目标。Sales means interacting with customers through communication and dialogue to achieve the goal of selling products and services. The quality of communication directly determines whether the goal can be achieved.
如何将人工智能技术应用于任务过程中,提高任务完成效率,是亟待解决的技术问题。How to apply artificial intelligence technology to the task process and improve the efficiency of task completion is an urgent technical issue that needs to be solved.
发明内容Contents of the invention
有鉴于此,本公开实施例提供一种任务辅助方法、装置、电子设备及计算机可读存储介质,有利于提高任务完成效率。In view of this, embodiments of the present disclosure provide a task assistance method, device, electronic device, and computer-readable storage medium, which are beneficial to improving task completion efficiency.
第一方面,本公开实施例提供一种任务辅助方法,应用于电子设备,所述方法包括:获取用于创建训练内容的源信息;所述源信息包括执行人员的描述信息和所述执行人员的目标任务信息;根据获取的所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容;按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息。In a first aspect, embodiments of the present disclosure provide a task assistance method, applied to electronic devices. The method includes: obtaining source information for creating training content; the source information includes description information of an executive and the executive target task information; generate target training content for the target task for the execution personnel according to the obtained source information; output the target training content to the execution personnel according to the preset training rules; respond to the The executor compares the training input of the training content with a preset evaluation standard; based on the comparison result, outputs feedback information of the training input to the executor.
第二方面,本公开实施例还提供一种任务辅助装置,应用于电子设备,所述装置包括:课件生成机器人模块,被配置为获取用于创建训练内容的源信息,根据获取的所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容;所述源信息包括执行人员的描述信息和所述执行人员的目标任务信息;对练机器人模块,被配置为按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息。In a second aspect, embodiments of the present disclosure also provide a task assistance device for use in electronic equipment. The device includes: a courseware generation robot module configured to obtain source information for creating training content. According to the obtained source information, information to generate target training content for the target task for the executor; the source information includes description information of the executor and target task information of the executor; a sparring robot module configured to train according to a preset rules, output the target training content to the execution personnel; in response to the training input of the training content by the execution personnel, compare the training input with the preset evaluation criteria; based on the result of the comparison, The executive outputs feedback information of the training input.
第三方面,本公开实施例还提供一种电子设备,所述电子设备包括:壳体、处理器、存储器、电路板和电源电路,其中,电路板安置在壳体围成的空间内部,处理器和存储器设置在电路板上;电源电路,用于为上述电子设备的各个电路或器件供电;存储器用于存储可执行程序代码;处理器通过读取存储器中存储的可执行程序代码来运行与可执行程序代码对应的程序,用于执行前述任一实现方式所述的任务辅助方法。In a third aspect, embodiments of the present disclosure also provide an electronic device. The electronic device includes: a casing, a processor, a memory, a circuit board, and a power circuit, wherein the circuit board is placed inside a space enclosed by the casing, and the processing The processor and memory are arranged on the circuit board; the power circuit is used to supply power to each circuit or device of the above-mentioned electronic equipment; the memory is used to store executable program code; the processor runs the program by reading the executable program code stored in the memory. The program corresponding to the executable program code is used to execute the task assistance method described in any of the aforementioned implementation methods.
第四方面,本公开实施例还提供一种计算机可读存储介质,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现前述任一实现方式所述的任务辅助方法。In a fourth aspect, embodiments of the present disclosure also provide a computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors, To implement the task assistance method described in any of the aforementioned implementation modes.
本公开的实施例提供的任务辅助方法、装置、电子设备及计算机可读存储介质,通过获取执行人 员的描述信息和所述执行人员的目标任务信息,根据所述描述信息和所述目标任务信息,为所述执行人员生成针对所述目标任务的目标训练内容;按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息,这样便于为执行人员有针对性提供目标训练内容。可使执行人员快速提高对目标任务的执行能力,从而有利于提高任务完成效率。The task assistance method, device, electronic device and computer-readable storage medium provided by the embodiments of the present disclosure can obtain the executor's According to the description information and the target task information of the executive, target training content for the target task is generated for the executive based on the description information and the target task information; according to the preset training rules, the target training content is generated for all The execution personnel output the target training content; in response to the execution personnel's training input to the training content, compare the training input with the preset evaluation criteria; based on the result of the comparison, provide the training content to the execution personnel The feedback information of the training input is output, so as to provide targeted training content for the executors. It can enable executors to quickly improve their ability to perform target tasks, thereby helping to improve task completion efficiency.
附图说明Description of drawings
为了更清楚地说明本公开实施例或相关技术中的技术方案,下面将对实施例或相关技术描述中所需要使用的附图作简单地介绍,显而易见地,下面描述中的附图仅仅是本公开的一些实施例,对于本领域普通技术人员来讲,在不付出创造性劳动的前提下,还可以根据这些附图获得其它的附图。In order to more clearly illustrate the technical solutions in the embodiments of the present disclosure or related technologies, the drawings needed to be used in the description of the embodiments or related technologies will be briefly introduced below. Obviously, the drawings in the following description are only for the purpose of describing the embodiments or related technologies. For some disclosed embodiments, those of ordinary skill in the art can also obtain other drawings based on these drawings without exerting creative efforts.
图1为本公开的实施例提供的任务辅助方法流程示意图;Figure 1 is a schematic flowchart of a task assistance method provided by an embodiment of the present disclosure;
图2为通过在显示界面展示的方式向执行人员输出答题式训练示意图;Figure 2 is a schematic diagram of outputting question-and-answer training to executives by displaying it on the display interface;
图3为执行人员在图2所展示界面勾选答案并确认后,通过在显示界面展示的答题反馈信息示意图;Figure 3 is a schematic diagram of the answer feedback information displayed on the display interface after the executive checks the answer and confirms it on the interface shown in Figure 2;
图4为通过在显示界面展示的方式向执行人员输出口语对答式示意图;Figure 4 is a schematic diagram of outputting oral answers to executives by displaying them on the display interface;
图5为本公开的实施例任务辅助装置示意图;Figure 5 is a schematic diagram of a task assisting device according to an embodiment of the present disclosure;
图6为本公开的实施例提供的电子设备示意图。FIG. 6 is a schematic diagram of an electronic device according to an embodiment of the present disclosure.
具体实施方式Detailed ways
下面结合附图对本公开实施例进行详细描述。The embodiments of the present disclosure will be described in detail below with reference to the accompanying drawings.
应当明确,所描述的实施例仅仅是本公开一部分实施例,而不是全部的实施例。基于本公开中的实施例,本领域普通技术人员在没有作出创造性劳动前提下所获得的所有其它实施例,都属于本公开保护的范围。It should be understood that the described embodiments are only some, but not all, of the embodiments of the present disclosure. Based on the embodiments in this disclosure, all other embodiments obtained by those of ordinary skill in the art without making creative efforts fall within the scope of protection of this disclosure.
图1为本公开实施例任务辅助方法流程示意图,本实施例任务辅助方法可应用于电子设备,该电子设备可以是个人桌面计算机、手提电脑、平板电脑、智能手机或智能销售终端等。本实施例的任务辅助方法所涉及到的任务,可以为任意人工作业任务,以实际场景举例而言,本实施所提供的任务辅助方法可应用于金融机构金融产品的辅助销售的全流程任务中,其中,金融机构可以是银行或基金公司等任意的金融产品交易机构。除此之外,本实施例的任务辅助方法也可应用于工业品或消费品等产品的辅助销售。下面以金融机构的金融产品的辅助销售为例,对本公开实施方式进行示例性说明。Figure 1 is a schematic flowchart of a task assistance method according to an embodiment of the present disclosure. The task assistance method according to this embodiment can be applied to electronic devices. The electronic devices can be personal desktop computers, laptop computers, tablet computers, smart phones or smart sales terminals. The tasks involved in the task assistance method of this embodiment can be any manual task. Taking actual scenarios as an example, the task assistance method provided by this embodiment can be applied to the whole process tasks of assisted sales of financial products of financial institutions. Among them, the financial institution can be any financial product trading institution such as a bank or a fund company. In addition, the task assistance method of this embodiment can also be applied to assisted sales of products such as industrial products or consumer products. The following takes the assisted sales of financial products of a financial institution as an example to illustrate the embodiments of the present disclosure.
参看图1,本公开实施例任务辅助方法,可包括步骤:Referring to Figure 1, a task assistance method according to an embodiment of the present disclosure may include steps:
S11、获取用于创建训练内容的源信息。S11. Obtain source information used to create training content.
所述源信息包括执行人员的描述信息和所述执行人员的目标任务信息。The source information includes description information of the execution personnel and target task information of the execution personnel.
执行人员为金融机构中执行对外销售任务的人员,比如金融机构中的销售经理、销售专员等。Executives are those who perform external sales tasks in financial institutions, such as sales managers, sales specialists, etc. in financial institutions.
执行人员的描述信息,用来对执行人员的销售技能、历史销售业绩等要素进行定性或定量描述的信息。比如可包括执行人员以往约见客户的约见分析结果及能力矩阵、最佳实践分析结果等。Executive description information is used to qualitatively or quantitatively describe the executive's sales skills, historical sales performance and other factors. For example, it can include the appointment analysis results and capability matrix, best practice analysis results, etc. of the executives' previous appointments with customers.
目标任务信息可以包括为所述执行人员预先创建的约见任务详细信息,比如可包括任务安排、任务完成情况等。The target task information may include detailed information on appointment tasks created in advance for the executive, such as task arrangements, task completion status, etc.
除了上述信息之外,所述源信息还可包括以下至少一种:客户对象信息、与客户对象相匹配的产品名称或产品类别、从知识图谱获取的产品介绍信息等。 In addition to the above information, the source information may also include at least one of the following: customer object information, product names or product categories matching the customer object, product introduction information obtained from the knowledge graph, etc.
所述源信息,可预先建立或设置在数据库中,并基于采集到的数据实时更新。The source information can be pre-established or set in a database, and can be updated in real time based on the collected data.
S12、根据获取的所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容。S12. According to the obtained source information, generate target training content for the target task for the executive.
目标训练内容也可称为课件内容。可预先建立目标训练内容库,在目标训练内容库中保存有可从多个不同维度进行评价的目标训练内容。各维度又可包括多个子维度,每个子维度可对应更为具体的目标训练内容。不同的目标训练内容可具有相应的难度等级。Target training content can also be called courseware content. A target training content library can be established in advance, and target training content that can be evaluated from multiple different dimensions is stored in the target training content library. Each dimension can include multiple sub-dimensions, and each sub-dimension can correspond to more specific target training content. Different target training content can have corresponding difficulty levels.
根据不同的源信息(如执行人员的描述信息和目标任务信息),可从执行人员的描述信息的维度,以及目标任务信息的维度,从目标训练内容库中提取与执行人员相匹配的目标训练内容,即目标训练内容。换言之,本公开实施例能够基于执行对象与目标任务,自动适配个性化的训练内容,实现针对性的个人任务训练。According to different source information (such as the description information of the executive and the target task information), the target training matching the executive can be extracted from the target training content library from the dimension of the description information of the executive and the dimension of the target task information. Content, that is, target training content. In other words, the embodiments of the present disclosure can automatically adapt personalized training content based on execution objects and target tasks to achieve targeted personal task training.
S13、按照预设训练规则,向所述执行人员输出所述目标训练内容。S13. According to the preset training rules, output the target training content to the execution personnel.
预设训练规则可以包括销售训练类型及训练顺序等;其中,销售训练类型可包括答题式训练以及口语对答式训练等。训练顺序包括不同销售训练类型的训练顺序。The preset training rules may include sales training types, training sequences, etc.; among which, the sales training types may include question-answer training, oral answer-based training, etc. Training sequences include training sequences for different sales training types.
对于答题式训练,可通过音频、视频中的至少一种方式向执行人员输出目标训练内容,也可通过在显示界面静默展示的方式向执行人员输出目标训练内容。For question-and-answer training, the target training content can be output to the executors through at least one of audio and video methods, or the target training content can be output to the executors through silent display on the display interface.
图2为通过在显示界面展示的方式向执行人员输出答题式训练示意图;图3为执行人员在图2所展示界面勾选答案并确认后,通过在显示界面展示的答题反馈信息示意图。Figure 2 is a schematic diagram of the answer-based training output to the executive by displaying it on the display interface; Figure 3 is a schematic diagram of the answer feedback information displayed on the display interface after the executive checks the answer and confirms it on the interface shown in Figure 2.
对于口语对答式训练,可通过语音或音频及视频的方式向执行人员输出目标训练内容。For oral answer training, the target training content can be output to the executives through voice or audio and video.
图4为通过在显示界面展示的方式向执行人员输出口语对答式示意图。图4中展示的“我没约。昨天钱刚到。我喝茶吧。”可通过音频的方式向执行人员输出,以便执行人员做出应答或询问。Figure 4 is a schematic diagram of outputting spoken responses to executives by displaying them on the display interface. "I have no appointment. The money just arrived yesterday. Let me have tea." shown in Figure 4 can be output to the executive through audio, so that the executive can respond or ask.
预设训练规则还可包括在正式训练开始之前,向执行人员展示训练内容概览与指引。Preset training rules can also include showing training content overviews and guidelines to executives before formal training begins.
S14、响应于所述执行人员对所述训练内容的训练输入,将当前的训练输入与预设评判标准进行比较。S14. In response to the training input of the training content by the executive, compare the current training input with the preset evaluation criteria.
通过将当前的训练输入与预设评判标准进行比较,可判断执行人员的训练输入是否正确,也可获得此次训练得分。By comparing the current training input with the preset evaluation criteria, you can determine whether the executive's training input is correct, and you can also get a score for this training.
S15、基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息。S15. Based on the comparison result, output the feedback information of the training input to the executive.
所述反馈信息可以包括但不限于以下至少一项:训练输入是否正确的信息、答题内容的已答标记、错题的正确答案、训练得分、实战改进方向与提示等等。The feedback information may include but is not limited to at least one of the following: information on whether the training input is correct, answer marks of answer content, correct answers to wrong questions, training scores, actual improvement directions and tips, etc.
在向所述执行人员输出所述训练输入的反馈信息之后,所述方法还包括向执行人员展示训练内容完成进度信息。After outputting the feedback information of the training input to the execution personnel, the method further includes displaying training content completion progress information to the execution personnel.
本实施例中,通过获取执行人员的描述信息和所述执行人员的目标任务信息,根据所述描述信息和所述目标任务信息,为所述执行人员生成针对所述目标任务的目标训练内容;按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息,这样便于为执行人员有针对性提供目标训练内容。可使执行人员快速提高对目标任务的执行能力,从而有利于提高任务完成效率。In this embodiment, by obtaining the description information of the executor and the target task information of the executor, and based on the description information and the target task information, target training content for the target task is generated for the executor; According to the preset training rules, output the target training content to the execution personnel; in response to the execution personnel's training input of the training content, compare the training input with the preset evaluation criteria; based on the comparison As a result, the feedback information of the training input is output to the execution personnel, which facilitates the provision of target training content for the execution personnel in a targeted manner. It can enable executors to quickly improve their ability to perform target tasks, thereby helping to improve task completion efficiency.
在一实施例中,所述描述信息可包括待辅导项目信息;目标任务信息可包括目标任务的内容信息和目标客户对象的资料信息。 In one embodiment, the description information may include project information to be tutored; the target task information may include content information of the target task and profile information of the target customer object.
待辅导项目信息,可包括对所述执行人员进行销售训练的要点信息,比如可包括沟通技巧、销售技巧、产品基础知识、竞品基础知识、产品配置策略、相关税务知识等等。The project information to be coached may include key information on sales training for the executives, such as communication skills, sales skills, basic knowledge of products, basic knowledge of competitive products, product configuration strategies, relevant tax knowledge, etc.
目标任务的内容信息,可包括待销售产品的相关信息。The content information of the target task may include information about the products to be sold.
目标客户对象的资料信息,可包括目标客户对象的资产、收入、家庭成员等信息。The target customer's profile information may include the target customer's assets, income, family members and other information.
其中,所述根据所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容(步骤S12),可包括:Wherein, generating target training content for the target task for the executive according to the source information (step S12) may include:
基于预设目标训练内容生成规则,以及不同的源信息(如所述待辅导项目信息、内容信息、目标客户对象的资料信息等),为所述执行人员生成针对所述目标任务的目标训练内容。Based on the preset target training content generation rules and different source information (such as the project information to be coached, content information, target customer information, etc.), target training content for the target task is generated for the executive .
预设目标训练内容生成规则,可以包括训练内容(即课件)阶段指引框架与答题时间预估规则等,比如可包括生成何种类型的目标训练内容,以及训练次数、训练时长、答题等待时长等。Preset target training content generation rules can include training content (i.e. courseware) stage guidance framework and answer time estimation rules, etc. For example, it can include what type of target training content to generate, as well as the number of trainings, training duration, waiting time for answering questions, etc. .
基于预设目标训练内容生成规则,以及不同的源信息,便于从多个不同维度,为所述执行人员生成针对所述目标任务的目标训练内容。Based on the preset target training content generation rules and different source information, it is convenient to generate target training content for the target task for the execution personnel from multiple different dimensions.
在一实施例中,所述为所述执行人员生成针对所述目标任务的目标训练内容,可包括:为所述执行人员生成针对所述目标任务的答题式训练内容。答题式训练内容可以是填空型训练题,也可以是选择型训练题等。In one embodiment, generating target training content for the execution personnel for the target task may include: generating answer-based training content for the execution personnel for the target task. The content of answer-based training can be fill-in-the-blank training questions or multiple-choice training questions, etc.
相应地,所述按照预设训练规则,向所述执行人员输出所述目标训练内容,包括:在显示界面以文本的方式输出所述答题式训练内容,或者以语音的方式输出所述答题式训练内容。Accordingly, outputting the target training content to the executive in accordance with the preset training rules includes: outputting the answer-based training content in the form of text on the display interface, or outputting the answer-based training content in the form of voice. Training content.
所述方法还可包括对执行人员输入的答题内容(包括错误的答题内容)进行记录。The method may also include recording the answer content (including wrong answer content) input by the executive.
在另一实施例中,所述为所述执行人员生成针对所述目标任务的目标训练内容,可包括:为所述执行人员生成针对所述目标任务的口语对练式训练内容。口语对练式训练是一种能够模拟真实销售对话场景的沉浸式训练。In another embodiment, generating target training content for the target task for the executive may include: generating oral practice training content for the target task for the executive. Oral practice training is an immersive training that can simulate real sales conversation scenarios.
相应地,所述按照预设训练规则,向所述执行人员输出所述目标训练内容,包括:以语音的方式输出所述口语对练式训练内容对应的提问内容、响应内容中的至少一种。Correspondingly, outputting the target training content to the execution personnel according to the preset training rules includes: outputting at least one of the question content and response content corresponding to the oral practice training content in a voice manner. .
口语对练式训练内容,可以是电子设备通过语音的方式提出问题,然后由执行人员对该问题进行口头回答,以模拟执行人员与客户对象之间的真实销售场景。可对执行人员输入的对练内容进行记录。The content of oral practice training can be that the electronic device asks questions through voice, and then the executive responds to the question orally to simulate a real sales scenario between the executive and the customer. The sparring content input by the executive can be recorded.
在一实施例中,所述响应于所述执行人员对所述训练内容的训练输入,将当前的训练输入与预设评判标准进行比较(步骤S14)包括:响应于所述执行人员对所述训练内容的语音训练输入,将所述语音训练输入识别为文本内容,将所述文本内容与预设评判标准进行比较。In one embodiment, in response to the executive's training input of the training content, comparing the current training input with the preset evaluation criteria (step S14) includes: in response to the executive's input of the training content For voice training input of training content, the voice training input is recognized as text content, and the text content is compared with preset evaluation standards.
预设评判标准可以是答题式训练内容的标准答案,口语对练式训练内容的标准话术等。The preset evaluation criteria can be standard answers for question-answer training content, standard speaking skills for oral practice training content, etc.
上述各实施例中的预设评判标准还可以是计分规则,通过该计分规则对训练输入内容进行评分,得到训练得分。The preset evaluation criteria in the above embodiments may also be a scoring rule, through which the training input content is scored to obtain a training score.
在对执行对象进行训练的过程中,本公开实施例还能够基于目标任务的执行阶段,分阶段的对执行对象进行有针对性的训练。具体而言,在一种可能的实施例中,本公开所涉及到的目标训练内容可以包括至少一个训练阶段的训练内容,任意一个所述训练阶段的训练内容包括至少一条训练内容。其中,所述训练阶段包括以下至少一种:破冰阶段、闲聊阶段、风险评估阶段、风险披露阶段、资产配置阶段、产品介绍阶段、费率结构阶段。应当理解,各训练阶段所涉及到的训练内容是相匹配的,执行对象在进行训练时,可以按照任务执行顺序来依次训练,或者,执行对象也可以选择自己感兴趣或 薄弱的训练阶段进行有针对性的训练。In the process of training execution objects, embodiments of the present disclosure can also perform targeted training on execution objects in stages based on the execution stage of the target task. Specifically, in a possible embodiment, the target training content involved in the present disclosure may include training content in at least one training stage, and the training content in any one of the training stages includes at least one piece of training content. Wherein, the training stage includes at least one of the following: ice-breaking stage, chat stage, risk assessment stage, risk disclosure stage, asset allocation stage, product introduction stage, and rate structure stage. It should be understood that the training content involved in each training stage is matched. When the execution object is trained, the execution object can be trained in sequence according to the task execution order, or the execution object can also choose the tasks that interest or Conduct targeted training at weak training stages.
除此之外,为了让执行对象更加明确的进行不同训练阶段的区分,在向所述执行人员输出所述目标训练内容的过程中,在切换下一个目标阶段之前,输出阶段性提示信息,所述阶段性提示信息用于提示所述下一个目标阶段的阶段目标。In addition, in order to allow the execution object to more clearly distinguish between different training stages, during the process of outputting the target training content to the execution personnel, phased prompt information is output before switching to the next target stage, so The stage prompt information is used to prompt the stage goal of the next target stage.
例如,在由其他阶段进入资产配置阶段时,可以在显示界面上输出提示信息,用于提示执行人员,资产配置阶段的阶段目标包括:1,资产、负债状况检视;2,财务目标设定;3,风险测评;4,资产配置组合;5,再平衡。此处的阶段目标仅为示例性的,并不用于限制本方案的实现范围。For example, when entering the asset allocation stage from other stages, prompt information can be output on the display interface to remind the executive that the stage goals of the asset allocation stage include: 1. Review of assets and liabilities; 2. Financial goal setting; 3. Risk assessment; 4. Asset allocation portfolio; 5. Rebalancing. The stage goals here are only exemplary and are not used to limit the implementation scope of this solution.
除进行训练阶段的提示之前,还可以输出训练阶段的完成提示。例如,在执行人员完成某一个训练阶段的所有训练内容时,可以输出完成提示,以提示并鼓励执行人员继续努力完成训练,提高执行人员的积极性。In addition to the prompts before the training phase, the completion prompt of the training phase can also be output. For example, when the executive completes all the training content of a certain training stage, a completion prompt can be output to prompt and encourage the executive to continue working hard to complete the training and improve the enthusiasm of the executive.
在一实施例中,在将当前的训练输入与预设评判标准进行比较之后,所述方法还包括:In one embodiment, after comparing the current training input with the preset evaluation criteria, the method further includes:
若所述训练输入准确性低于第一准确性阈值,则为所述执行人员生成新的第一目标训练内容;其中,所述第一目标训练内容的难度等级,低于最近一次输出的目标训练内容的难度等级;If the accuracy of the training input is lower than the first accuracy threshold, a new first target training content is generated for the executive; wherein the difficulty level of the first target training content is lower than the most recently output target. The difficulty level of the training content;
或者,or,
若所述当前的训练输入准确性高于第二准确性阈值,则为所述当前执行人员生成新的第二目标训练内容;其中,所述第二准确性阈值高于所述第一准确性阈值,所述第二目标训练内容的难度等级,高于最近一次输出的目标训练内容的难度等级。If the current training input accuracy is higher than the second accuracy threshold, new second target training content is generated for the current executive; wherein the second accuracy threshold is higher than the first accuracy Threshold: the difficulty level of the second target training content is higher than the difficulty level of the most recently output target training content.
本实施例中,可根据执行人员的训练输入,自适应调整训练内容的难度等级。In this embodiment, the difficulty level of the training content can be adaptively adjusted according to the training input of the execution personnel.
在一实施例中,在向所述执行人员输出所述训练输入的反馈信息后,所述方法还包括步骤:In one embodiment, after outputting the feedback information of the training input to the executive, the method further includes the steps:
S16、获取执行人员执行所述目标任务的任务过程文件。S16. Obtain the task process file of the executive executing the target task.
本公开实施例所涉及到的任务过程文件可以包括:任务音频文件、任务文本文件中的至少一种。其中,任务音频文件是在执行人员执行所述目标任务过程中采集到的,而任务文本文件可以是对任务音频文件进行文本化处理得到的。The task process files involved in the embodiments of the present disclosure may include: at least one of a task audio file and a task text file. The task audio file is collected during the execution of the target task by the executor, and the task text file can be obtained by text-processing the task audio file.
具体实现时,该任务音频文件可以是执行人员利用录音装置采集到的,因此,可以通过接收执行人员上传的任务音频文件的方式得到。例如,执行人员可通过录音装置对任务过程进行声音采集,获得任务音频文件,然后将录音装置与所述电子设备相连接,将所述任务音频文件上传至所述电子设备,从而得到执行人员执行所述目标任务的任务过程文件。或者,任务音频文件也可以利用本电子设备实现。例如,在其它例子中,所述电子设备由所述执行人员随身携带的情况下,也可直接用所述电子设备对任务过程进行声音采集,获得任务过程文件。又例如,本任务辅导方法的执行主体(例如应用程序或硬件装置)可以显示录音控件,用户可以通过触控或声控该录音控件发送录音指示,如此,本任务辅导方法的执行主体即可响应于执行人员的指示而自动采集任务音频文件。During specific implementation, the task audio file may be collected by the executor using a recording device. Therefore, it may be obtained by receiving the task audio file uploaded by the executor. For example, the executor can collect the sound of the task process through the recording device to obtain the task audio file, and then connect the recording device to the electronic device, and upload the task audio file to the electronic device, thereby obtaining the execution result of the executor. The task process file of the target task. Alternatively, task audio files can also be implemented using this electronic device. For example, in other examples, when the electronic device is carried by the executioner, the electronic device can also be directly used to collect sounds of the task process and obtain the task process file. For another example, the executor of this task coaching method (such as an application or a hardware device) can display a recording control, and the user can send recording instructions by touching or voice-activating the recording control. In this way, the executor of this task coaching method can respond to Automatically collect task audio files according to the instructions of the personnel.
需要说明的是,针对任务音频文件的采集,需要提前告知目标客户对象并取得目标客户对象的同意。It should be noted that for the collection of task audio files, the target customers need to be informed in advance and their consent must be obtained.
对前述获取到的任务音频文件进行文本化处理,即可得到任务文本文件。其中,该文本化处理可以包括但不限于:对音频数据进行文本转换;或者,对音频数据进行文本转换后,再结合语义分析,得到语义顺畅的任务文本文件;或者,在前述任意一个方案基础上,再结合音频情感分析,将情感分析结果也转换为文本或文本标签的形式,形成任务文本文件。 The task audio file obtained above is processed into text to obtain the task text file. Among them, the textual processing can include but is not limited to: text conversion of audio data; or, after text conversion of audio data, combined with semantic analysis, a task text file with smooth semantics can be obtained; or, based on any of the above solutions, Then, combined with audio sentiment analysis, the sentiment analysis results are also converted into text or text tags to form a task text file.
S17、对任务过程文件进行分析处理,生成任务过程复盘文件。S17. Analyze and process the task process file and generate a task process review file.
其中,所述分析处理可包括但不限于基于人工智能算法的语义分析、文本分析、音频分析、情感分析中的至少一种。The analysis processing may include but is not limited to at least one of semantic analysis, text analysis, audio analysis, and sentiment analysis based on artificial intelligence algorithms.
本公开实施例所涉及到的任务过程复盘文件包括但不限于以下至少一种:对话过程文件、满意度报告、合规报告、客户流失风险报告、竞争对象信息、最佳实践报告。以下,依次说明。The task process review files involved in the embodiments of this disclosure include but are not limited to at least one of the following: dialogue process files, satisfaction reports, compliance reports, customer churn risk reports, competitor information, and best practice reports. Below, they are explained in sequence.
第一,对话过程文件主要用于描述执行人员的任务执行过程。其所涉及到的数据包括但不限于以下至少一种:沟通记录、辅导要点报告、会议纪要、待办事项。First, the dialogue process file is mainly used to describe the task execution process of the executive. The data involved includes but is not limited to at least one of the following: communication records, coaching key reports, meeting minutes, and to-do items.
其中,沟通记录包括以下至少一种:单段任务音频文件、对话角色各自对应的任务音频文件、对话角色各自对应的任务文本文件、携带有议题标签的任务音频文件、携带有议题标签的任务文本文件。通过对任务过程文件的拆分与分析,方便执行对象可以有选择性的回顾本次任务完成过程。Among them, the communication record includes at least one of the following: a single-segment task audio file, a task audio file corresponding to each dialogue character, a task text file corresponding to each dialogue character, a task audio file carrying an issue label, and a task text carrying an issue label. document. By splitting and analyzing the task process files, the execution object can selectively review the task completion process.
在一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行拆分,得到多个单段任务音频文件。In one example, analyzing and processing the task process file and generating the task process review file may include: splitting the task audio file to obtain multiple single-segment task audio files.
在一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行语音分析,区分出不同的对话角色,得到可区分不同对话角色的任务音频文件。In one example, analyzing and processing the task process file and generating the task process review file may include: performing speech analysis on the task audio file to distinguish different dialogue roles, and obtaining task audio files that can distinguish different dialogue roles.
在一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行语音分析,区分出不同的对话角色,对任务音频文件进行文本转换,得到可区分不同对话角色的任务文本文件。In one example, analyzing and processing the task process file to generate a task process review file may include: performing voice analysis on the task audio file to distinguish different dialogue roles, and performing text conversion on the task audio file to obtain a method that can distinguish different dialogue roles. Quest text file for the dialogue character.
在另一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行语音分析,区分出不同的对话角色;确定各对话角色在本次任务过程中的累计语音时长、语音时长占比中的至少一个。In another example, analyzing and processing the task process file to generate a task process review file may include: performing voice analysis on the task audio file to distinguish different dialogue roles; determining the role of each dialogue role in the task process. At least one of the cumulative voice duration and the proportion of voice duration.
在又一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行议题关键词分析,区分出不同的议题,对不同议题的音频段添加标签,生成具有议题标签的任务音频文件。In another example, analyzing and processing the task process file to generate a task process review file may include: analyzing the task audio file with topic keywords to distinguish different topics, adding labels to the audio segments of different topics, and generating Task audio files with issue labels.
在又一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行议题关键词分析,区分出不同的议题,生成具有议题标签的任务文本文件。In another example, analyzing and processing the task process file to generate a task process review file may include: analyzing the task audio file for issue keywords, distinguishing different issues, and generating a task text file with issue tags.
可以先对任务音频文件进行文本转换得到任务文本文件,然后对任务文本文件进行议题关键词分析,区分出不同的议题,对不同议题的文本行或文本段添加相应的议题标签,生成具有议题标签的任务文本文件。You can first perform text conversion on the task audio file to obtain the task text file, and then perform issue keyword analysis on the task text file to distinguish different issues, add corresponding issue tags to the text lines or text segments of different issues, and generate issue tags. task text file.
在一种实施方式中,也可先对任务音频文件进行议题关键词分析,区分出不同的议题,然后对不同议题的音频片段分别进行文本转换并添加相应的议题标签,生成具有议题标签的任务文本文件。In one implementation, the task audio files can also be analyzed for issue keywords to distinguish different issues, and then the audio clips of different issues can be text-converted and corresponding issue tags can be added to generate tasks with issue tags. text file.
在又一个例子中,对任务过程文件进行分析处理,生成任务过程复盘文件,可包括:对任务音频文件进行关键词分析,区分出不同的议题;确定各议题在本次任务过程中的累计语音时长、语音时长占比中的至少一个。In another example, analyzing and processing the task process file to generate a task process review file may include: performing keyword analysis on the task audio file to distinguish different topics; determining the cumulative value of each topic during the task process. At least one of voice duration and voice duration ratio.
辅导要点报告主要用于总结执行对象在本次任务执行过程中存在的问题,以便于后续可以做针对性的提升。因此,辅导要点报告中可以包括至少一个辅导要点。具体而言,辅导要点报告所包含的辅导要点包括以下至少一个方面:沟通技巧、产品阐述问题、风险测评。The coaching points report is mainly used to summarize the problems existing in the execution of this task, so that targeted improvements can be made in the future. Therefore, a coaching point report can include at least one coaching point. Specifically, the coaching points included in the coaching points report include at least one of the following aspects: communication skills, product description issues, and risk assessment.
举例来说,对于执行人员A的一次任务执行过程,基于对其任务过程文件的分析,可以得到其辅 导要点报告,A的辅导要点主要涉及沟通技巧方面,具体辅导要点可以为:1,破冰环节缺乏清晰会议指引;会议子议题阐述不清;2,会议结束前15分钟仍然没有引入费率讨论;3,成功案例阐述生动性差,没有让客户感同身受。For example, for a task execution process of executive A, based on the analysis of its task process file, its auxiliary information can be obtained. Guidance points report, A’s coaching points mainly involve communication skills. The specific coaching points can be: 1. The ice-breaking session lacks clear meeting guidelines; the meeting sub-topics are not clearly explained; 2. The rate discussion is still not introduced 15 minutes before the end of the meeting; 3. The description of successful cases is not vivid and does not allow customers to empathize.
又例如,对于执行人员B的一次任务执行过程,基于对其任务过程文件的分析,可以得到其辅导要点报告,B的辅导要点主要涉及风险测评与沟通技巧两个方面,具体辅导要点可以为:1,风险测评整体过程不流畅,出现其他话题插入;2,第三个问题,客户不理解,可以做详细例子阐述;3,投资期限应就具体财务目标一一确认。For another example, for the execution of a task by executive B, based on the analysis of the task process documents, a report on the coaching points can be obtained. B’s coaching points mainly involve two aspects: risk assessment and communication skills. The specific coaching points can be: 1. The overall process of risk assessment is not smooth, and other topics are inserted; 2. The third question is not understood by the customer, so detailed examples can be provided; 3. The investment period should be confirmed one by one according to the specific financial goals.
辅导要点报告可以基于任务文本文件、各议题标签、与辅导要点生成规则,为执行人员生成辅导要点报告。其中,辅导要点生成规则与多方面数据有关,示例性的一种场景中,可以基于最佳实践报告来更新辅导要点生成规则。后文详述。The coaching key points report can be based on the task text file, each topic label, and coaching key points generation rules to generate a coaching key points report for the executives. Among them, the guidance point generation rules are related to multi-faceted data. In an exemplary scenario, the guidance point generation rules can be updated based on the best practice report. More details later.
会议纪要主要用于方便阅览者可以快速获取会议要点。会议纪要可通过对任务文本文件进行关键词等文本分析处理而得到,其主要包括:主要观点与关键信息。此外,正式的会议纪要还可以按照预设的模板自动生成,除包含上述主要内容外,会议纪要还包括一些场景信息,例如,会议日期、会议时间、地点、参与人、议题等,不做穷举。示例性的一种实施例中,可以对任务文本文件进行内容摘要分析,生成本次任务过程的会议纪要;所述会议纪要中可包括沟通参与方的主要观点,还可包括其他关键信息,比如时间、地点等信息。Meeting minutes are mainly used to facilitate readers to quickly obtain the key points of the meeting. Meeting minutes can be obtained by analyzing text such as keywords on task text files. They mainly include: main ideas and key information. In addition, formal meeting minutes can also be automatically generated according to the preset template. In addition to the main content mentioned above, the meeting minutes also include some scene information, such as meeting date, meeting time, location, participants, topics, etc. Lift. In an exemplary embodiment, a content summary analysis of the task text file can be performed to generate meeting minutes of this task process; the meeting minutes can include the main views of the communication participants, and can also include other key information, such as Time, location and other information.
待办事项主要用于自动生成待办事项,解放执行人员的双手,节省执行人员的时间和精力。待办事项可基于对任务文本文件进行关键词等文本分析处理而得到,其主要包括但不限于:待办事项元素及内容,其中,内容可以包括但不限于如下至少一种:时间、地点、人物、目标。示例性的一种实施例中,可以对任务文本文件进行待办事项分析,生成待办事项信息;所述待办事项信息包括如下至少一种信息:待办内容、时间、地点、人物、待办事项要达成的目标等。To-do items are mainly used to automatically generate to-do items, freeing the hands of executives and saving their time and energy. To-do items can be obtained based on keyword and other text analysis processing of task text files, which mainly include but are not limited to: to-do item elements and content. Among them, the content can include but is not limited to at least one of the following: time, location, Characters and goals. In an exemplary embodiment, to-do items can be analyzed on the task text file to generate to-do item information; the to-do item information includes at least one of the following information: to-do content, time, location, person, to-do item The goals to be achieved, etc.
第二,本公开实施例所涉及到的满意度报告可以包括但不限于以下至少一个方面:产品满意度、服务满意度、机构满意度。Second, the satisfaction report involved in the embodiment of the present disclosure may include but is not limited to at least one of the following aspects: product satisfaction, service satisfaction, and organization satisfaction.
其中,产品满意度用于表征目标客户对象对产品的态度,服务满意度用于表征目标客户对象对执行人员所提供服务的态度,机构满意度用户表征目标客户对象对服务机构的整体态度,如此,可以通过满意度报告,充分了解目标客户对象的需求,便于后续跟进。Among them, product satisfaction is used to characterize the target customer's attitude towards the product, service satisfaction is used to characterize the target customer's attitude towards the services provided by the executives, and organization satisfaction user represents the target customer's overall attitude towards the service organization, so , you can fully understand the needs of target customers through satisfaction reports to facilitate follow-up.
在进行具体处理时,满意度报告所涉及到的各个方面,可以基于对任务文本文件进行分析得到,以产品满意度为例,其具体包括:产品名称、影响要素与满意度评分。During specific processing, all aspects involved in the satisfaction report can be obtained based on the analysis of the task text file. Taking product satisfaction as an example, it specifically includes: product name, influencing factors and satisfaction score.
在一个例子中,可以对任务文本文件进行关键词提取,关键词涉及期限,风险收益,底层资产,费率结构和结构设计等5个相关方面,每个方面均有1-5分共5个等级,5分为最满意,1分为最不满意,产品满意度=期限*权重+风险收益*权重+底层资产*权重+费率结构*权重+底层资产*权重,每个方面各自的取值由任务文本文件的内容确定,而权重和具体包含的方面则可以具体自定义设计。In one example, keywords can be extracted from the task text file. The keywords involve 5 related aspects such as term, risk return, underlying assets, rate structure and structural design. Each aspect has a score of 1-5 in total. Level, 5 is the most satisfactory, 1 is the least satisfied, product satisfaction = term * weight + risk return * weight + underlying assets * weight + fee structure * weight + underlying assets * weight, each aspect is taken separately The values are determined by the contents of the task text file, while the weights and specific aspects included can be specifically customized.
将客户对象的语音段输入到预先训练的机器学习模型,机器学习模型会输出该语音段对应的每个项目得分为1至5分的概率,将概率值大于阈值阈值的项目的得分,确定为该项目的得分。例如,针对一个语音段,机器学习模型输入该语音段的期限为1分的概率为a,期限为2分的概率为b,期限为3分的概率为c,期限为4分的概率为d,期限为5分的概率为e.其中e大于预设阈值,则期限的得分为5分。机器学习模型会分析所有的语音段,最终得到每个项目的得分,如果沟通顺序在后的 语音段的分析结果与在前语音段冲突,以在后的语音段的分析结果为准,例如,先分析出期限为5分,后来分析出期限为3分,则期限的最终得分为3分。按照上述权重公式,计算产品满意度的最终得分X,基于下表确定产品满意度的档位。Input the customer object's speech segment into the pre-trained machine learning model. The machine learning model will output the probability that each item corresponding to the speech segment has a score of 1 to 5 points. The score of the item with a probability value greater than the threshold is determined as The score of the project. For example, for a speech segment, the machine learning model inputs the probability that the speech segment has a deadline of 1 point as a, the probability of a deadline of 2 points as b, the probability of a deadline of 3 points as c, and the probability of a deadline of 4 points as d. , the probability that the deadline is 5 points is e. Where e is greater than the preset threshold, then the deadline score is 5 points. The machine learning model will analyze all speech segments and finally get a score for each item. If the communication sequence is later If the analysis result of the speech segment conflicts with the previous speech segment, the analysis result of the later speech segment shall prevail. For example, if the deadline is first analyzed to be 5 points, and later the deadline is analyzed to be 3 points, then the final score of the deadline is 3 points. . According to the above weight formula, calculate the final score X of product satisfaction, and determine the level of product satisfaction based on the following table.
其中,所述满意度报告包括以下至少一个方面:产品满意度、服务满意度、机构满意度。Wherein, the satisfaction report includes at least one of the following aspects: product satisfaction, service satisfaction, and organization satisfaction.
在一个实施例中,可确定客户对指定产品的期望值与体验值之间的落差;基于所述落差确定所述客户对所述指定产品的满意度。In one embodiment, the gap between the customer's expectation value and the experience value of the designated product can be determined; and the customer's satisfaction with the designated product is determined based on the gap.
其中,所述确定客户对指定产品的期望值与体验值之间的落差,可包括:确定客户对指定产品在至少两个评价要素上的期望值与体验值之间的落差。Wherein, determining the gap between the customer's expectation value and experience value for the designated product may include: determining the gap between the customer's expectation value and experience value for the designated product on at least two evaluation factors.
相应地,所述基于所述落差确定所述客户对所述指定产品的满意度,包括:基于每个评价要素上的期望值与体验值之间的落差及权重,确定所述客户对所述指定产品的满意度。Correspondingly, determining the customer's satisfaction with the designated product based on the gap includes: determining the customer's satisfaction with the designated product based on the gap and weight between the expected value and the experience value on each evaluation element. Product satisfaction.
表一及表二示出了客户对指定产品的满意度评价模型。在该评价模型中,有五项决定客户是否配置产品的评价要素,该五项要素分别为:期限、风险收益、底层资产、费率结构及结构设计。该五项要素按照重要程度被赋予权重。对每一次互动的客户满意度给予评级1到5分,5分最满意。计算每个要素的期望和体验之间的落差,然后将每个要素的落差与权重相乘,得到每个要素的加权落差。可根据每个要素的加权落差大小,确定最迫切需要改进的方面。Tables 1 and 2 show the customer satisfaction evaluation model for specified products. In this evaluation model, there are five evaluation factors that determine whether a customer configures a product. The five factors are: term, risk return, underlying assets, rate structure and structural design. The five elements are weighted according to their importance. Give each interaction a customer satisfaction rating of 1 to 5, with 5 being the most satisfactory. Calculate the gap between the expectation and experience of each element, and then multiply the gap of each element by the weight to obtain the weighted gap of each element. The areas most in need of improvement can be identified based on the weighted gap size of each element.
将各要素的加权落差相加,可得到客户对该指定产品的满意度加权落差。结合表二,根据满意度加权落差所在的区间,可确定客户对该指定产品的满意度。产品满意度可自动产生,并可发送给所述执行人员,所述执行人员的管理人员或管理部分等。By adding the weighted gaps of each factor, the weighted gap of customer satisfaction for the specified product can be obtained. Combined with Table 2, based on the range of the satisfaction weighted gap, the customer's satisfaction with the specified product can be determined. Product satisfaction reports may be generated automatically and may be sent to the executive, the executive's management or management, etc.
表一:
Table I:
表二:
Table II:
客户对服务满意度、机构满意度的确定方式,与客户对指定产品的满意度的确定方式相似,不再赘述。The method of determining customer satisfaction with services and organizational satisfaction is similar to the method of determining customer satisfaction with specified products, so no further details will be given.
第三,本公开实施例中,合规报告主要是为了方便审核人员或上级领导,能够在会议后快速知道会议中存在的合规问题,从而,可以进行及时补救,还可以进一步开展针对性的合规教育培训。Third, in this disclosed embodiment, the compliance report is mainly for the convenience of reviewers or superior leaders, so that they can quickly know the compliance issues that existed in the meeting after the meeting, so that they can be remedied in a timely manner and further targeted measures can be carried out. Compliance education and training.
具体而言,本公开实施例中,可以基于预设合规规则,对任务文本文件进行合规分析,生成任务过程的合规报告。其中,预设的合规规则需要提前配置,该合规规则可以是基于法律条文而设计的规则,也可以是基于机构的个性化需求而自定义设计的规则,本公开实施例对此无特别限制。基于预设的合规规则,能够实现对执行人员的有效过程监管,避免不正规执行导致的风险。Specifically, in the embodiment of the present disclosure, compliance analysis can be performed on the task text file based on preset compliance rules, and a compliance report of the task process can be generated. Among them, the preset compliance rules need to be configured in advance. The compliance rules can be rules designed based on legal provisions, or they can be custom-designed rules based on the individual needs of the organization. The embodiment of the present disclosure has no special requirements for this. limit. Based on preset compliance rules, effective process supervision of execution personnel can be achieved and risks caused by irregular execution can be avoided.
第四,本公开实施例中还可以进一步包括客户流失风险报告。客户流失风险报告包括但不限于以下至少一个方面:执行人员提及的竞争对象(简称为竞品)信息、目标客户对象提及的竞争对象信息与客户情感分析信息。具体实现时,一方面,可以对任务文本文件进行竞品信息提取(例如通过竞品关键词或通过知识图谱进行搜索),得到任务过程中的竞品信息;其中,所述竞品信息可包括竞品名称、竞对公司中的至少一种。另一方面,可以对任务文本文件进行客户情感态度分析,得到任务过程中的客户情感状态信息;客户情感状态信息可以是客户情感状态评分。Fourth, the embodiment of the present disclosure may further include a customer churn risk report. The customer churn risk report includes but is not limited to at least one of the following aspects: information about competitors (referred to as competing products) mentioned by executives, information about competitors mentioned by target customers, and customer sentiment analysis information. During specific implementation, on the one hand, competing product information can be extracted from the task text file (for example, searching through competing product keywords or through knowledge graphs) to obtain competing product information during the task; wherein, the competing product information can include At least one of the names of competing products and competing companies. On the other hand, the customer's emotional attitude can be analyzed on the task text file to obtain the customer's emotional state information during the task; the customer's emotional state information can be the customer's emotional state score.
其中,执行人员提及的竞争对象信息与目标客户对象提及的竞争对象信息,对于目标客户对象而言,其情感与态度是不同的,但这二者都可具体用于分析目标客户对象对竞争对象的情感态度,从而,能够在一定程度上辅助判断目标客户对象的流失可能性与客户需求,进而,能够协助执行人员的后续工作。Among them, the competitive object information mentioned by the executive and the competitive object information mentioned by the target customer object have different emotions and attitudes for the target customer object, but both of them can be specifically used to analyze the target customer object's relationship. The emotional attitude of the competition object can, to a certain extent, assist in judging the loss possibility and customer needs of the target customer object, and in turn, can assist the execution staff in the follow-up work.
第五,本公开实施例中还可以进一步包括竞争对象信息。此处可参考前文第四点,不再赘述。Fifth, the embodiment of the present disclosure may further include competing object information. You can refer to the fourth point above here and will not repeat it again.
第六,本公开实施例中还可以进一步包括最佳实践分析结果。执行人员执行一次任务,即可视作一次实践,顾名思义,最佳实践则是优秀的执行人员执行任务案例。最佳实践可以包括至少一个优秀任务案例,如此,可以满足执行人员向优秀执行人员或优秀任务案例学习的需求,也有利于提升执行人员的任务执行能力。Sixth, the embodiments of the present disclosure may further include best practice analysis results. When an executive performs a task, it can be regarded as a practice. As the name suggests, best practices are cases of excellent executives performing tasks. Best practices can include at least one excellent task case, which can meet the needs of executives to learn from excellent executives or excellent task cases, and can also help improve the executive's task execution capabilities.
在任意一个执行人员执行完一次任务后,都会对任务过程文件进行最佳实践分析,来判断本次任务是否满足最佳实践的要求,从而,当本次任务满足最佳实践的要求时,可以更新最佳实践。如此,在本阶段,可以基于任务文本文件、话题标签、辅导要点报告等至少一种内容,来确定执行人员本次任务的最佳实践分析结果。After any executive performs a task, the task process file will be analyzed for best practices to determine whether the task meets the requirements of best practices. Therefore, when this task meets the requirements of best practices, it can Updated best practices. In this way, at this stage, the best practice analysis results of the executive's task can be determined based on at least one content such as task text files, topic tags, and coaching point reports.
除此之外,最佳实践分析结果,还可以进一步影响辅导要点生成规则。在具体进行更新时,还可以结合一定的专家规则或人为干预,使得辅导要点生成规则更加可控。通过前述更新,使得新生成的辅导要点更加贴近执行人员的能力水平,能够让辅导要点更加灵活机动并与时俱进,满足执行人员不断学习提升的需求。In addition, the best practice analysis results can further influence the rules for generating coaching points. When updating specifically, certain expert rules or human intervention can also be combined to make the guidance point generation rules more controllable. Through the aforementioned updates, the newly generated coaching points are closer to the ability level of executives, making the coaching points more flexible and keeping pace with the times to meet the needs of executives for continuous learning and improvement.
以上6个方面的内容,可以由同一个模块或智能体(或称为智能机器人)来实现。The above six aspects can be realized by the same module or intelligent agent (or intelligent robot).
在一个例子中,所述方法还包括以下至少一项:In one example, the method further includes at least one of the following:
基于预先设定的专家规则和所述任务过程复盘文件,确定所述执行人员与所述目标客户对象的本次沟通是否为候选的最佳实践沟通案例;如果接收到预定人员的确认指示,将所述本次沟通确定为最佳实践沟通案例; Based on the preset expert rules and the task process review document, determine whether this communication between the executive and the target customer is a candidate best practice communication case; if confirmation instructions from the scheduled personnel are received, Identify this communication as a best practice communication example;
向所述执行人员提供预先确定的最佳实践沟通案例信息;Provide predetermined best practice communication case information to said executive;
提供辅导查询人机交互界面;接收所述执行人员通过所述辅导查询页面输入的关键词;以所述关键词为索引,在预先设置的销售技巧数据库中,查询与所述关键词匹配的技巧内容;输出所述查询到的技巧内容。Provide a coaching query human-computer interaction interface; receive keywords input by the executive through the coaching query page; use the keywords as indexes to query skills matching the keywords in a preset sales skills database Content; output the queried skill content.
在一个例子中,所述的任务辅助方法,还可包括:基于所述最佳实践报告,更新辅导要点生成规则。In one example, the task assistance method may further include: updating the guidance point generation rules based on the best practice report.
在一个例子中,所述的任务辅助方法,还可包括:当所述任务过程复盘文件中包含竞争对象信息时,基于所述竞争对象信息,更新竞争对象知识图谱;其中,所述竞争对象包括:机构竞争对象、产品竞争对象中的至少一种。In one example, the task assistance method may further include: when the task process review file contains competing object information, updating the competing object knowledge graph based on the competing object information; wherein, the competing object Including: at least one of institutional competition objects and product competition objects.
在一个例子中,所述的任务辅助方法,还可包括:获取所述目标客户对象的历史沟通数据,基于所述历史沟通数据,确定所述目标执行人员的投资策略,所述投资策略包括至少一种投资产品以及各投资产品的推荐比例。或者,也可以将之称为投资产品组合,每种投资产品组合中包括至少2种投资产品,以及,投资产品的投资推荐比例。In one example, the task assistance method may further include: obtaining historical communication data of the target customer object, and determining the investment strategy of the target executive based on the historical communication data, where the investment strategy includes at least An investment product and the recommended ratio for each investment product. Alternatively, it can also be called an investment product portfolio. Each investment product portfolio includes at least two investment products, as well as the investment recommendation ratio of the investment products.
在一实施例中,本公开实施例还可以进一步基于执行人员执行任务过程中收集到的竞争对象信息,来更新竞争对象知识图谱。其中,所述竞争对象包括:机构竞争对象、产品竞争对象中的至少一种。如此,竞争对象知识图谱可以包括:产品图谱、机构图谱、产品-机构混合图谱。In one embodiment, the embodiment of the present disclosure can further update the competitive object knowledge graph based on the competitive object information collected by the execution personnel during the execution of the task. Wherein, the competition objects include: at least one of institutional competition objects and product competition objects. In this way, the competitive object knowledge map can include: product map, organization map, and product-organization hybrid map.
需要说明的是,竞争对象知识图谱是可以预先设置,并基于执行人员的任务完成而实时更新的。竞争对象知识图谱可以完全来自于各个执行人员的任务执行过程数据来自动生成,或者,竞争对象知识图谱也可以是基于人工预设、网络数据收集、各执行人员的任务执行过程数据,而构建的。It should be noted that the competitive object knowledge graph can be set in advance and updated in real time based on the completion of tasks by the executors. The competitive object knowledge graph can be automatically generated entirely from the task execution process data of each executive. Alternatively, the competitive object knowledge graph can also be constructed based on manual presets, network data collection, and task execution process data of each executive. .
另一方面,本公开实施例中,还可以基于该竞争对象知识图谱,来更新与目标任务相关的目标客户对象的信息。例如,可以基于该竞争对象知识图谱,获取目标客户对象在历史交流互动数据中提及到的目标竞争对象,从而,从竞争对象知识图谱中获取该目标竞争对象的相关数据,将其作为目标客户对象的对象数据,来实现前述流程。On the other hand, in the embodiment of the present disclosure, the information of the target customer object related to the target task can also be updated based on the competitive object knowledge graph. For example, based on the competitive object knowledge graph, the target competitive object mentioned by the target customer object in the historical communication interaction data can be obtained, thereby obtaining the relevant data of the target competitive object from the competitive object knowledge graph and using it as the target customer. The object data of the object is used to implement the aforementioned process.
在一实施例中,所述方法还可包括:基于所述任务过程复盘文件,通过预先设定的第一机器学习模型,预测所述目标客户对象的成单概率;根据所述目标客户对象的成单概率,预测所述执行人员的第一周期(比如一个月内或两个月内)目标达成情况,所述第一周期目标达成情况包括是否达成第一周期的销售额目标、第一周期的销售业绩中的至少一个;输出所述预测的目标达成情况。In an embodiment, the method may further include: based on the task process review file, predicting the order probability of the target customer object through a preset first machine learning model; according to the target customer object Probability of order completion, predicting the achievement of the executive's goals in the first cycle (for example, within one month or two months). The achievement of the goals in the first cycle includes whether the sales target of the first cycle is achieved, the first At least one of the sales performance of the cycle; output the predicted target achievement.
除了展示所述执行人员的预测业绩目标的达成情况外,还可展示本机构内多个执行人员的预测业绩目标的达成对比情况。In addition to displaying the achievement of forecasted performance goals for the executive in question, a comparison of the achievement of forecasted performance goals for multiple executives within the organization may also be displayed.
在一实施例中,所述方法还可包括:跟踪所述执行人员的目标任务,以确定所述目标客户对象所处的客户阶段;基于所述确定的所述目标客户对象所处的客户阶段,统计所述执行人员在第一周期内进入到各客户阶段的客户对象的实际转化数量;按照预定的呈现方式输出所述执行人员在第一周期内进入到各客户阶段的客户对象的目标转化数量和实际转化数量。这样,通过不同阶段的目标转化数量和实际转化数量的对比,可得知销售转化率的转化过程。In an embodiment, the method may further include: tracking the target tasks of the executive to determine the customer stage in which the target customer object is located; based on the determined customer stage in which the target customer object is located , count the actual number of conversions of customer objects that the executive has entered into each customer stage in the first cycle; output the target conversion of customer objects that the executive has entered into each customer stage in the first cycle according to the predetermined presentation method quantity and actual number of conversions. In this way, by comparing the target conversion number and the actual conversion number at different stages, the conversion process of the sales conversion rate can be known.
在一个例子中,所述客户阶段包括可能阶段、高潜力阶段和已转化阶段。其中,可能阶段可以是初次联系阶段。In one example, the customer stages include a possible stage, a high potential stage, and a converted stage. Among them, the possible stage may be the initial contact stage.
本公开实施例还提供一种任务辅助装置,应用于电子设备,参看图5,本实施例的任务辅助装置 10可包括:An embodiment of the present disclosure also provides a task assisting device for use in electronic equipment. Refer to Figure 5. The task assisting device of this embodiment 10 may include:
课件生成机器人模块11,被配置为获取用于创建训练内容的源信息,根据获取的所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容;所述源信息包括执行人员的描述信息和所述执行人员的目标任务信息;The courseware generation robot module 11 is configured to obtain source information for creating training content, and generate target training content for the target task for the execution personnel according to the obtained source information; the source information includes the execution personnel The description information and the target task information of the executor;
对练机器人模块12,被配置为按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息。The sparring robot module 12 is configured to output the target training content to the execution personnel according to the preset training rules; in response to the execution personnel's training input to the training content, combine the training input with the preset training content. The evaluation criteria are compared; based on the result of the comparison, feedback information of the training input is output to the execution personnel.
本实施例中,通过获取执行人员的描述信息和所述执行人员的目标任务信息,根据所述描述信息和所述目标任务信息,为所述执行人员生成针对所述目标任务的目标训练内容;按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息,这样便于为执行人员有针对性提供目标训练内容。可使执行人员快速提高对目标任务的执行能力,从而有利于提高任务完成效率。In this embodiment, by obtaining the description information of the executor and the target task information of the executor, and based on the description information and the target task information, target training content for the target task is generated for the executor; According to the preset training rules, output the target training content to the execution personnel; in response to the execution personnel's training input of the training content, compare the training input with the preset evaluation criteria; based on the comparison As a result, the feedback information of the training input is output to the execution personnel, which facilitates the provision of target training content for the execution personnel in a targeted manner. It can enable executors to quickly improve their ability to perform target tasks, thereby helping to improve task completion efficiency.
在一实施例中,所述描述信息包括待辅导项目信息;所述目标任务信息包括目标任务的内容信息和目标客户对象的资料信息;In one embodiment, the description information includes project information to be tutored; the target task information includes content information of the target task and profile information of the target customer object;
所述课件生成机器人模块11,被配置为:基于预设目标训练内容生成规则,以及所述待辅导项目信息、内容信息、目标客户对象的资料信息,为所述执行人员生成针对所述目标任务的目标训练内容。The courseware generation robot module 11 is configured to: based on the preset target training content generation rules, as well as the project information to be tutored, the content information, and the material information of the target customer object, generate the target tasks for the execution personnel. target training content.
在一实施例中,所述课件生成机器人模块11,被配置为:为所述执行人员生成针对所述目标任务的答题式训练内容;其中,所述对练机器人模块12,被配置为以下至少一项:在显示界面以文本的方式,向所述执行人员输出所述答题式训练内容;以语音的方式输出所述答题式训练内容。In one embodiment, the courseware generation robot module 11 is configured to: generate answer-based training content for the target task for the executive; wherein the training robot module 12 is configured to at least the following: One item: Output the answer-based training content to the executive in the form of text on the display interface; output the answer-based training content in the form of voice.
在一实施例中,所述课件生成机器人模块11,被配置为:为所述执行人员生成针对所述目标任务的口语对练式训练内容;其中,所述对练机器人模块12,被配置为:以语音的方式,向所述执行人员输出所述口语对练式训练内容对应的提问内容、响应内容中的至少一个。In one embodiment, the courseware generation robot module 11 is configured to: generate oral practice training content for the target task for the executive; wherein the practice robot module 12 is configured as : Output at least one of the question content and the response content corresponding to the oral practice training content to the executive in a voice manner.
在一实施例中,所述对练机器人模块12,被配置为:响应于所述执行人员对所述训练内容的语音训练输入,将所述语音训练输入识别为文本内容,将所述文本内容与预设评判标准进行比较。In one embodiment, the training robot module 12 is configured to: in response to the executive's voice training input of the training content, identify the voice training input as text content, and convert the text content into Compare to preset criteria.
在一实施例中,所述目标训练内容包括至少一个训练阶段的训练内容,任意一个所述训练阶段的训练内容包括至少一条训练内容;其中,所述训练阶段包括以下至少一种:破冰阶段、闲聊阶段、风险评估阶段、风险披露阶段、资产配置阶段、产品介绍阶段、费率结构阶段。In one embodiment, the target training content includes the training content of at least one training stage, and the training content of any one of the training stages includes at least one piece of training content; wherein the training stage includes at least one of the following: ice-breaking stage, Chat stage, risk assessment stage, risk disclosure stage, asset allocation stage, product introduction stage, and rate structure stage.
在一实施例中,所述对练机器人模块还被配置为:在向所述执行人员输出所述目标训练内容的过程中,在切换下一个目标阶段之前,输出阶段性提示信息,所述阶段性提示信息用于提示所述下一个目标阶段的阶段目标。In one embodiment, the sparring robot module is further configured to: in the process of outputting the target training content to the execution personnel, before switching to the next target stage, output phased prompt information. The sexual prompt information is used to prompt the stage goal of the next goal stage.
在一实施例中,所述课件生成机器人模块11,还被配置为:若所述训练输入的准确性低于第一准确性阈值,则为所述执行人员生成新的第一目标训练内容;其中,所述第一目标训练内容的难度等级,低于最近一次输出的目标训练内容的难度等级;In one embodiment, the courseware generation robot module 11 is further configured to: if the accuracy of the training input is lower than a first accuracy threshold, generate new first target training content for the executive; Wherein, the difficulty level of the first target training content is lower than the difficulty level of the most recently output target training content;
或者,or,
若所述训练输入的准确性高于第二准确性阈值,则为所述执行人员生成新的第二目标训练内容; 其中,所述第二准确性阈值高于所述第一准确性阈值,所述第二目标训练内容的难度等级,高于最近一次输出的目标训练内容的难度等级。If the accuracy of the training input is higher than the second accuracy threshold, generating new second target training content for the executive; Wherein, the second accuracy threshold is higher than the first accuracy threshold, and the difficulty level of the second target training content is higher than the difficulty level of the most recently output target training content.
在一实施例中,所述的任务辅助装置10,还包括:对话智能机器人模块,被配置为获取所述执行人员执行所述目标任务的任务过程文件;对所述任务过程文件进行分析处理,生成任务过程复盘文件。所述任务过程文件包括以下至少一项:任务音频文件、任务文本文件。In one embodiment, the task assistance device 10 further includes: a conversational intelligent robot module configured to obtain the task process file of the executive performing the target task; analyze and process the task process file, Generate task process review files. The task process file includes at least one of the following: task audio file and task text file.
在一实施例中,所述对话智能机器人模块,被配置为:获取所述执行人员执行所述目标任务过程中采集的所述任务音频文件,所述任务音频文件是所述执行人员上传的,或者,所述任务音频文件是响应于所述执行人员的指示而自动采集的;将所述任务音频文件进行文本化处理,得到所述任务文本文件。In one embodiment, the conversational intelligent robot module is configured to: obtain the task audio file collected by the executor during the execution of the target task, and the task audio file is uploaded by the executor, Alternatively, the task audio file is automatically collected in response to instructions from the executive; the task audio file is processed into text to obtain the task text file.
在一实施例中,所述任务过程复盘文件包括以下至少一种:对话过程文件、满意度报告、合规报告、客户流失风险报告、竞争对象信息、最佳实践报告;其中,所述满意度报告包括以下至少一个方面:产品满意度、服务满意度、机构满意度。In one embodiment, the task process review file includes at least one of the following: dialogue process file, satisfaction report, compliance report, customer churn risk report, competitor information, and best practice report; wherein, the satisfaction report The degree report includes at least one of the following aspects: product satisfaction, service satisfaction, and organizational satisfaction.
在一实施例中,所述对话过程文件包括以下至少一种:沟通记录、辅导要点报告、会议纪要、待办事项;所述沟通记录包括以下至少一种:单段任务音频文件、对话角色各自对应的任务音频文件、对话角色各自对应的任务文本文件、携带有议题标签的任务音频文件、携带有议题标签的任务文本文件。In one embodiment, the dialogue process files include at least one of the following: communication records, coaching key points reports, meeting minutes, and to-do items; the communication records include at least one of the following: single-segment task audio files, dialogue role respective The corresponding task audio files, the task text files corresponding to the dialogue characters, the task audio files carrying issue tags, and the task text files carrying issue tags.
在一实施例中,当所述任务过程复盘文件包括所述辅导要点报告时,所述对话智能机器人模块被配置为:基于所述任务文本文件、各议题标签、及辅导要点生成规则,为所述执行人员生成辅导要点报告;所述辅导要点报告所包含的辅导要点包括以下至少一个方面:沟通技巧、产品阐述问题、风险测评。In one embodiment, when the task process review file includes the coaching key points report, the conversational intelligent robot module is configured to: generate rules based on the task text file, each topic label, and coaching key points, as The executive generates a coaching key points report; the coaching key points included in the coaching key points report include at least one of the following aspects: communication skills, product description issues, and risk assessment.
在一实施例中,所述对话智能机器人模块还被配置为以下至少一项:In one embodiment, the conversational intelligent robot module is further configured to be at least one of the following:
基于预先设定的专家规则和所述任务过程复盘文件,确定所述执行人员与所述目标客户对象的本次沟通是否为候选的最佳实践沟通案例;如果接收到预定人员的确认指示,将所述本次沟通确定为最佳实践沟通案例;Based on the preset expert rules and the task process review document, determine whether this communication between the executive and the target customer is a candidate best practice communication case; if confirmation instructions from the scheduled personnel are received, Identify this communication as a best practice communication example;
向所述执行人员提供预先确定的最佳实践沟通案例信息;Provide predetermined best practice communication case information to said executive;
提供辅导查询人机交互界面;接收所述执行人员通过所述辅导查询页面输入的关键词;以所述关键词为索引,在预先设置的销售技巧数据库中,查询与所述关键词匹配的技巧内容;输出所述查询到的技巧内容。Provide a coaching query human-computer interaction interface; receive keywords input by the executive through the coaching query page; use the keywords as indexes to query skills matching the keywords in a preset sales skills database Content; output the queried skill content.
在一实施例中,所述任务辅助装置,还包括:第一更新模块,被配置为基于所述最佳实践报告,更新辅导要点生成规则。In one embodiment, the task assistance device further includes: a first update module configured to update the coaching point generation rules based on the best practice report.
在一实施例中,所述任务辅助装置,还包括:第二更新模块(也可以称之为知识图谱机器人或知识图谱智能体),被配置为当所述任务过程复盘文件中包含竞争对象信息时,基于所述竞争对象信息,更新竞争对象知识图谱;其中,所述竞争对象包括:机构竞争对象、产品竞争对象中的至少一个。In one embodiment, the task assistance device further includes: a second update module (which can also be called a knowledge graph robot or a knowledge graph agent) configured to detect when the task process review file contains a competing object. When receiving information, the competitive object knowledge graph is updated based on the competitive object information; wherein the competitive object includes at least one of an institutional competitive object and a product competitive object.
在一实施例中,所述的任务辅助装置,还包括:投资策略确定模块,被配置为获取所述目标客户对象的历史沟通数据,基于所述历史沟通数据,确定所述目标执行人员的投资策略,所述投资策略包括至少一种投资产品以及各投资产品的推荐比例。In one embodiment, the task assistance device further includes: an investment strategy determination module configured to obtain historical communication data of the target customer object, and determine the investment of the target executive based on the historical communication data. Strategy, the investment strategy includes at least one investment product and a recommended proportion of each investment product.
在一实施例中,所述的任务辅助装置10,还包括:业绩预测机器人模块,被配置为:基于所述 任务过程复盘文件,通过预先设定的第一机器学习模型,预测所述目标客户对象的成单概率;根据所述目标客户对象的成单概率,预测所述执行人员的第一周期目标达成情况,所述第一周期目标达成情况包括是否达成第一周期的销售额目标、第一周期的销售业绩中的至少一个;输出所述预测的目标达成情况。In one embodiment, the task assisting device 10 further includes: a performance prediction robot module configured to: based on the The task process review file predicts the order probability of the target customer object through the preset first machine learning model; predicts the achievement of the first cycle goal of the executive based on the order probability of the target customer object. The first cycle target achievement status includes whether at least one of the first cycle sales target and the first cycle sales performance is achieved; and the predicted target achievement status is output.
在一实施例中,所述的任务辅助装置10,还包括:销售漏斗机器人模块,被配置为跟踪所述执行人员的目标任务,以确定所述目标客户对象所处的客户阶段;基于所述确定的所述目标客户对象所处的客户阶段,更新所述执行人员在第一周期内进入到各客户阶段的客户对象的实际转化数量;按照预定的呈现方式输出所述执行人员在第一周期内进入到各客户阶段的客户对象的目标转化数量和实际转化数量。In one embodiment, the task assisting device 10 further includes: a sales funnel robot module configured to track the target tasks of the executive to determine the customer stage in which the target customer object is; based on the The determined customer stage of the target customer object is updated, and the actual number of conversions of customer objects that the executive enters into each customer stage in the first cycle is updated; and the actual conversion number of the customer object entered by the executive in the first cycle is output according to the predetermined presentation method. The target number of conversions and the actual number of conversions of customer objects entering each customer stage.
在一实施例中,所述的任务辅助装置10,所述客户阶段包括可能阶段、高潜力阶段和已转化阶段。In one embodiment, in the task assisting device 10, the customer stages include a possible stage, a high potential stage and a converted stage.
上述各任务辅助装置10,可对应实现上述任务辅助方法实施例,其实现过程和技术效果基本相同,在此不再一一赘述。Each of the above-mentioned task assistance devices 10 can correspondingly implement the above-mentioned task assistance method embodiments, and their implementation processes and technical effects are basically the same, and will not be described again here.
参看图6,本公开实施例还提供一种电子设备,所述电子设备包括:壳体51、处理器52、存储器53、电路板54和电源电路55,其中,电路板54安置在壳体51围成的空间内部,处理器52和存储器53设置在电路板54上;电源电路55,用于为上述电子设备的各个电路或器件供电;存储器53用于存储可执行程序代码;处理器52通过读取存储器中存储的可执行程序代码来运行与可执行程序代码对应的程序,用于实现前述实施例提供的任一种任务辅助方法,因此也能实现相应的技术效果,前文已经进行了详细说明,此处不再赘述。Referring to Figure 6, an embodiment of the present disclosure also provides an electronic device. The electronic device includes: a housing 51, a processor 52, a memory 53, a circuit board 54 and a power circuit 55, wherein the circuit board 54 is disposed in the housing 51 Inside the enclosed space, the processor 52 and the memory 53 are arranged on the circuit board 54; the power circuit 55 is used to supply power to various circuits or devices of the above-mentioned electronic equipment; the memory 53 is used to store executable program codes; the processor 52 passes Read the executable program code stored in the memory to run the program corresponding to the executable program code, which is used to implement any of the task assistance methods provided by the foregoing embodiments. Therefore, the corresponding technical effects can also be achieved. The details have been described above. Description will not be repeated here.
上述电子设备以多种形式存在,包括但不限于:The above-mentioned electronic devices exist in many forms, including but not limited to:
(1)移动通信设备:这类设备的特点是具备移动通信功能,并且以提供话音、数据通信为主要目标。这类终端包括:智能手机(例如iPhone)、多媒体手机、功能性手机等。(1) Mobile communication equipment: This type of equipment is characterized by its mobile communication function and its main goal is to provide voice and data communication. Such terminals include: smart phones (such as iPhone), multimedia phones, feature phones, etc.
(2)超移动个人计算机设备:这类设备属于个人计算机的范畴,有计算和处理功能,一般也具备移动上网特性。这类终端包括:PDA、MID和UMPC设备等,例如iPad。(2) Ultra-mobile personal computer equipment: This type of equipment belongs to the category of personal computers, has computing and processing functions, and generally also has mobile Internet features. Such terminals include: PDA, MID and UMPC devices, such as iPad.
(3)服务器:提供计算服务的设备,服务器的构成包括处理器、硬盘、内存、系统总线等,服务器和通用的计算机架构类似,但是由于需要提供高可靠的服务,因此在处理能力、稳定性、可靠性、安全性、可扩展性、可管理性等方面要求较高。(3) Server: A device that provides computing services. The server consists of a processor, hard disk, memory, system bus, etc. The server is similar to a general computer architecture, but due to the need to provide high-reliability services, it requires less processing power and stability. , reliability, security, scalability, manageability and other aspects have higher requirements.
(4)其他具有数据交互功能的电子设备。(4) Other electronic devices with data interaction functions.
相应的,本公开的实施例还提供一种计算机可读存储介质,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现前述实施例提供的任一种任务辅助方法,因此也能实现相应的技术效果,前文已经进行了详细说明,此处不再赘述。Correspondingly, embodiments of the present disclosure also provide a computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors, In order to implement any of the task assistance methods provided by the foregoing embodiments, corresponding technical effects can also be achieved. This has been described in detail above and will not be described again here.
本公开实施例还提供一种计算机可读存储介质,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现前述实施例提供的任一种任务辅助方法,因此也能实现相应的技术效果,前文已经进行了详细说明,此处不再赘述。Embodiments of the present disclosure also provide a computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors to implement the foregoing implementation. Any task auxiliary method provided by the example can also achieve corresponding technical effects. This has been explained in detail above and will not be repeated here.
需要说明的是,在本文中,诸如第一和第二等之类的关系术语仅仅用来将一个实体或者操作与另一个实体或操作区分开来,而不一定要求或者暗示这些实体或操作之间存在任何这种实际的关系或者顺序。而且,术语“包括”、“包含”或者其任何其他变体意在涵盖非排他性的包含,从而使得包括一 系列要素的过程、方法、物品或者设备不仅包括那些要素,而且还包括没有明确列出的其他要素,或者是还包括为这种过程、方法、物品或者设备所固有的要素。在没有更多限制的情况下,由语句“包括一个……”限定的要素,并不排除在包括所述要素的过程、方法、物品或者设备中还存在另外的相同要素。It should be noted that in this article, relational terms such as first and second are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply that these entities or operations are mutually exclusive. any such actual relationship or sequence exists between them. Furthermore, the terms "includes,""includes," or any other variation thereof are intended to cover a non-exclusive inclusion, such that the inclusion of a A process, method, article, or device with a set of elements includes not only those elements but also other elements not expressly listed, or elements inherent to the process, method, article, or device. Without further limitation, an element defined by the statement "comprises a..." does not exclude the presence of additional identical elements in a process, method, article, or apparatus that includes the stated element.
本说明书中的各个实施例均采用相关的方式描述,各个实施例之间相同相似的部分互相参见即可,每个实施例重点说明的都是与其他实施例的不同之处。Each embodiment in this specification is described in a related manner. The same and similar parts between the various embodiments can be referred to each other. Each embodiment focuses on its differences from other embodiments.
尤其,对于装置实施例而言,由于其基本相似于方法实施例,所以描述的比较简单,相关之处参见方法实施例的部分说明即可。In particular, for the device embodiment, since it is basically similar to the method embodiment, the description is relatively simple. For relevant details, please refer to the partial description of the method embodiment.
为了描述的方便,描述以上装置是以功能分为各种单元/模块分别描述。当然,在实施本公开时可以把各单元/模块的功能在同一个或多个软件、同一个或多个硬件、同一个或多个软件和硬件中实现。For the convenience of description, the above device is described by dividing its functions into various units/modules. Of course, when implementing the present disclosure, the functions of each unit/module can be implemented in the same or multiple software, the same or multiple hardware, or the same or multiple software and hardware.
本领域普通技术人员可以理解实现上述实施例方法中的全部或部分流程,是可以通过计算机程序来指令相关的硬件来完成,所述的程序可存储于一计算机可读取存储介质中,该程序在执行时,可包括如上述各方法的实施例的流程。其中,所述的存储介质可为磁碟、光盘、只读存储记忆体(Read-Only Memory,ROM)或随机存储记忆体(Random Access Memory,RAM)等。Those of ordinary skill in the art can understand that all or part of the processes in the methods of the above embodiments can be implemented by instructing relevant hardware through a computer program. The program can be stored in a computer-readable storage medium. The program can be stored in a computer-readable storage medium. During execution, the process may include the processes of the embodiments of each of the above methods. Wherein, the storage medium can be a magnetic disk, an optical disk, a read-only memory (Read-Only Memory, ROM) or a random access memory (Random Access Memory, RAM), etc.
以上所述,仅为本公开的具体实施方式,但本公开的保护范围并不局限于此,任何熟悉本技术领域的技术人员在本公开揭露的技术范围内,可轻易想到的变化或替换,都应涵盖在本公开的保护范围之内。因此,本公开的保护范围应以权利要求的保护范围为准。 The above are only specific embodiments of the present disclosure, but the protection scope of the present disclosure is not limited thereto. Any person familiar with the technical field can easily think of changes or substitutions within the technical scope disclosed in the present disclosure. All are covered by the protection scope of this disclosure. Therefore, the protection scope of the present disclosure should be subject to the protection scope of the claims.

Claims (42)

  1. 一种任务辅助方法,应用于电子设备,所述方法包括:A task assistance method, applied to electronic equipment, the method includes:
    获取用于创建训练内容的源信息;所述源信息包括执行人员的描述信息和所述执行人员的目标任务信息;Obtain source information used to create training content; the source information includes description information of the executive and target task information of the executive;
    根据获取的所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容;Generate target training content for the target task for the executive according to the obtained source information;
    按照预设训练规则,向所述执行人员输出所述目标训练内容;According to the preset training rules, output the target training content to the execution personnel;
    响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;In response to the executive's training input on the training content, comparing the training input with a preset evaluation criterion;
    基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息。Based on the result of the comparison, feedback information of the training input is output to the executive.
  2. 根据权利要求1所述的任务辅助方法,其中,The task assistance method according to claim 1, wherein,
    所述描述信息包括待辅导项目信息;The description information includes information about the project to be tutored;
    所述目标任务信息包括目标任务的内容信息和目标客户对象的资料信息;The target task information includes the content information of the target task and the profile information of the target customer object;
    所述根据所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容,包括:Generating target training content for the target task for the executive based on the source information includes:
    基于预设目标训练内容生成规则,以及所述待辅导项目信息、内容信息、目标客户对象的资料信息,为所述执行人员生成针对所述目标任务的目标训练内容。Based on the preset target training content generation rules, as well as the project information to be coached, the content information, and the profile information of the target customer object, target training content for the target task is generated for the executive.
  3. 根据权利要求1所述的任务辅助方法,其中,所述为所述执行人员生成针对所述目标任务的目标训练内容,包括:The task assistance method according to claim 1, wherein generating target training content for the target task for the executive includes:
    为所述执行人员生成针对所述目标任务的答题式训练内容;Generate answer-based training content for the execution personnel that is specific to the target task;
    其中,所述按照预设训练规则,向所述执行人员输出所述目标训练内容,包括以下至少一项:Wherein, outputting the target training content to the execution personnel according to the preset training rules includes at least one of the following:
    在显示界面以文本的方式,向所述执行人员输出所述答题式训练内容;Output the question-and-answer training content to the executive in the form of text on the display interface;
    以语音的方式输出所述答题式训练内容。The question-answering training content is output in the form of voice.
  4. 根据权利要求1所述的任务辅助方法,其中,所述为所述执行人员生成针对所述目标任务的目标训练内容,包括:The task assistance method according to claim 1, wherein generating target training content for the target task for the executive includes:
    为所述执行人员生成针对所述目标任务的口语对练式训练内容;Generate oral practice training content for the execution personnel for the target task;
    其中,所述按照预设训练规则,向所述执行人员输出所述目标训练内容,包括:Wherein, the step of outputting the target training content to the execution personnel according to the preset training rules includes:
    以语音的方式,向所述执行人员输出所述口语对练式训练内容对应的提问内容、响应内容中的至少一种。In the form of voice, at least one of the question content and the response content corresponding to the oral practice training content is output to the executive.
  5. 根据权利要求3或4所述的任务辅助方法,其中,所述响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较包括:The task assistance method according to claim 3 or 4, wherein, in response to the training input of the training content by the executive, comparing the training input with a preset evaluation standard includes:
    响应于所述执行人员对所述训练内容的语音训练输入,将所述语音训练输入识别为文本内容,将所述文本内容与预设评判标准进行比较。In response to the voice training input of the training content by the executive, the voice training input is recognized as text content, and the text content is compared with a preset evaluation standard.
  6. 根据权利要求1所述的任务辅助方法,其中,所述目标训练内容包括至少一个训练阶段的训练内容,任意一个所述训练阶段的训练内容包括至少一条训练内容;The task assistance method according to claim 1, wherein the target training content includes training content of at least one training stage, and the training content of any one of the training stages includes at least one piece of training content;
    其中,所述训练阶段包括以下至少一种:破冰阶段、闲聊阶段、风险评估阶段、风险披露阶段、资产配置阶段、产品介绍阶段、费率结构阶段。Wherein, the training stage includes at least one of the following: ice-breaking stage, chat stage, risk assessment stage, risk disclosure stage, asset allocation stage, product introduction stage, and rate structure stage.
  7. 根据权利要求6所述的任务辅助方法,其中,所述方法还包括:The task assistance method according to claim 6, wherein the method further includes:
    在向所述执行人员输出所述目标训练内容的过程中,在切换下一个目标阶段之前,输出阶段性提示信息,所述阶段性提示信息用于提示所述下一个目标阶段的阶段目标。 In the process of outputting the target training content to the execution personnel, before switching to the next target stage, phase prompt information is output, and the phase prompt information is used to prompt the stage goals of the next target stage.
  8. 根据权利要求1所述的任务辅助方法,其中,在将所述训练输入与预设评判标准进行比较之后,所述方法还包括:The task assistance method according to claim 1, wherein after comparing the training input with a preset criterion, the method further includes:
    若所述训练输入的准确性低于第一准确性阈值,则为所述执行人员生成新的第一目标训练内容;其中,所述第一目标训练内容的难度等级,低于最近一次输出的目标训练内容的难度等级;If the accuracy of the training input is lower than the first accuracy threshold, a new first target training content is generated for the executive; wherein the difficulty level of the first target training content is lower than the latest output. The difficulty level of the target training content;
    或者,or,
    若所述训练输入的准确性高于第二准确性阈值,则为所述执行人员生成新的第二目标训练内容;其中,所述第二准确性阈值高于所述第一准确性阈值,所述第二目标训练内容的难度等级,高于最近一次输出的目标训练内容的难度等级。If the accuracy of the training input is higher than the second accuracy threshold, new second target training content is generated for the executive; wherein the second accuracy threshold is higher than the first accuracy threshold, The difficulty level of the second target training content is higher than the difficulty level of the most recently output target training content.
  9. 根据权利要求1-8任一项所述的任务辅助方法,其中,在向所述执行人员输出所述训练输入的反馈信息后,所述方法还包括:The task assistance method according to any one of claims 1 to 8, wherein after outputting the feedback information of the training input to the executive, the method further includes:
    获取所述执行人员执行所述目标任务的任务过程文件;所述任务过程文件包括:任务音频文件、任务文本文件中的至少一种;Obtain the task process file in which the executive performs the target task; the task process file includes: at least one of a task audio file and a task text file;
    对所述任务过程文件进行分析处理,生成任务过程复盘文件。The task process file is analyzed and processed to generate a task process review file.
  10. 根据权利要求9所述的方法,其中,所述获取执行人员执行所述目标任务的任务过程文件,包括:The method according to claim 9, wherein the obtaining the task process file of the execution personnel performing the target task includes:
    获取所述执行人员执行所述目标任务过程中采集的所述任务音频文件,所述任务音频文件是所述执行人员上传的,或者,所述任务音频文件是响应于所述执行人员的指示而自动采集的;Obtain the task audio file collected during the execution of the target task by the executioner. The task audio file is uploaded by the executioner, or the task audio file is generated in response to the instruction of the executioner. automatically collected;
    将所述任务音频文件进行文本化处理,得到所述任务文本文件。The task audio file is processed into text to obtain the task text file.
  11. 根据权利要求9所述的方法,其中,所述任务过程复盘文件包括以下至少一种:对话过程文件、满意度报告、合规报告、客户流失风险报告、竞争对象信息、最佳实践报告;The method according to claim 9, wherein the task process review file includes at least one of the following: dialogue process files, satisfaction reports, compliance reports, customer churn risk reports, competitive object information, and best practice reports;
    其中,所述满意度报告包括以下至少一个方面:产品满意度、服务满意度、机构满意度。Wherein, the satisfaction report includes at least one of the following aspects: product satisfaction, service satisfaction, and organizational satisfaction.
  12. 根据权利要求11所述的方法,其中,所述对话过程文件包括以下至少一种:沟通记录、辅导要点报告、会议纪要、待办事项;The method according to claim 11, wherein the dialogue process document includes at least one of the following: communication records, coaching key points reports, meeting minutes, and to-do items;
    所述沟通记录包括以下至少一种:单段任务音频文件、对话角色各自对应的任务音频文件、对话角色各自对应的任务文本文件、携带有议题标签的任务音频文件、携带有议题标签的任务文本文件。The communication record includes at least one of the following: a single-segment task audio file, a task audio file corresponding to each dialogue character, a task text file corresponding to each dialogue character, a task audio file carrying an issue tag, and a task text carrying an issue tag. document.
  13. 根据权利要求12所述的方法,其中,当所述任务过程复盘文件包括所述辅导要点报告时,所述对所述任务过程文件进行分析处理,生成任务过程复盘文件,包括:The method according to claim 12, wherein when the task process review file includes the coaching key points report, analyzing and processing the task process file to generate a task process review file includes:
    基于所述任务文本文件、各议题标签、及辅导要点生成规则,为所述执行人员生成辅导要点报告;所述辅导要点报告所包含的辅导要点包括以下至少一个方面:沟通技巧、产品阐述问题、风险测评。Based on the task text file, each topic label, and the coaching point generation rules, a coaching point report is generated for the executive; the coaching points included in the coaching point report include at least one of the following aspects: communication skills, product description issues, Risk assessment.
  14. 根据权利要求1-8任一项所述的方法,其中,所述方法还包括以下至少一项:The method according to any one of claims 1-8, wherein the method further includes at least one of the following:
    基于预先设定的专家规则和所述任务过程复盘文件,确定所述执行人员与所述目标客户对象的本次沟通是否为候选的最佳实践沟通案例;如果接收到预定人员的确认指示,将所述本次沟通确定为最佳实践沟通案例;Based on the preset expert rules and the task process review document, determine whether this communication between the executive and the target customer is a candidate best practice communication case; if confirmation instructions from the scheduled personnel are received, Identify this communication as a best practice communication example;
    向所述执行人员提供预先确定的最佳实践沟通案例信息;Provide predetermined best practice communication case information to said executive;
    提供辅导查询人机交互界面;接收所述执行人员通过所述辅导查询页面输入的关键词;以所述关键词为索引,在预先设置的销售技巧数据库中,查询与所述关键词匹配的技巧内容;输出所述查询到的技巧内容。 Provide a coaching query human-computer interaction interface; receive keywords input by the executive through the coaching query page; use the keywords as indexes to query skills matching the keywords in a preset sales skills database Content; output the queried skill content.
  15. 根据权利要求14所述的任务辅助方法,其中,所述方法还包括:The task assistance method according to claim 14, wherein the method further includes:
    基于所述最佳实践报告,更新辅导要点生成规则。Based on the best practices report, the coaching point generation rules are updated.
  16. 根据权利要求11所述的任务辅助方法,其中,所述方法还包括:The task assistance method according to claim 11, wherein the method further includes:
    当所述任务过程复盘文件中包含竞争对象信息时,基于所述竞争对象信息,更新竞争对象知识图谱;其中,所述竞争对象包括:机构竞争对象、产品竞争对象中的至少一种。When the task process review file contains competition object information, the competition object knowledge map is updated based on the competition object information; wherein the competition object includes at least one of an organization competition object and a product competition object.
  17. 根据权利要求9所述的任务辅助方法,其中,所述方法还包括:The task assistance method according to claim 9, wherein the method further includes:
    获取所述目标客户对象的历史沟通数据,基于所述历史沟通数据,确定所述目标执行人员的投资策略,所述投资策略包括至少一种投资产品以及各投资产品的推荐比例。Obtain the historical communication data of the target customer object, and determine the investment strategy of the target executive based on the historical communication data. The investment strategy includes at least one investment product and a recommended ratio of each investment product.
  18. 根据权利要求9所述的任务辅助方法,其中,所述方法还包括:The task assistance method according to claim 9, wherein the method further includes:
    基于所述任务过程复盘文件,通过预先设定的第一机器学习模型,预测所述目标客户对象的成单概率;Based on the task process review file, predict the order probability of the target customer through the preset first machine learning model;
    根据所述目标客户对象的成单概率,预测所述执行人员的第一周期目标达成情况,所述第一周期目标达成情况包括是否达成第一周期的销售额目标、第一周期的销售业绩中的至少一种;According to the order probability of the target customer object, predict the achievement of the first cycle goal of the executive. The achievement of the first cycle goal includes whether the sales target of the first cycle is achieved and the sales performance of the first cycle. at least one of;
    输出所述预测的目标达成情况。Output the predicted goal achievement.
  19. 根据权利要求1-18任一项所述的任务辅助方法,其中,所述方法还包括:The task assistance method according to any one of claims 1-18, wherein the method further includes:
    跟踪所述执行人员的目标任务,以确定所述目标客户对象所处的客户阶段;Tracking the target tasks of the executive to determine the customer stage of the target customer object;
    基于所述确定的所述目标客户对象所处的客户阶段,更新所述执行人员在第一周期内进入到各客户阶段的客户对象的实际转化数量;Based on the determined customer stage of the target customer object, update the actual conversion number of customer objects that the executive entered into each customer stage in the first cycle;
    按照预定的呈现方式输出所述执行人员在第一周期内进入到各客户阶段的客户对象的目标转化数量和实际转化数量。The target conversion number and the actual conversion number of the customer objects that the executive entered into each customer stage in the first cycle are output according to a predetermined presentation method.
  20. 根据权利要求19所述的任务辅助方法,其中,所述客户阶段包括可能阶段、高潜力阶段和已转化阶段。The task assisting method according to claim 19, wherein the customer stages include a possible stage, a high potential stage and a converted stage.
  21. 一种任务辅助装置,应用于电子设备,所述装置包括:A task assistance device, applied to electronic equipment, the device includes:
    课件生成机器人模块,被配置为获取用于创建训练内容的源信息,根据获取的所述源信息,为所述执行人员生成针对所述目标任务的目标训练内容;所述源信息包括执行人员的描述信息和所述执行人员的目标任务信息;A courseware generation robot module is configured to obtain source information for creating training content, and generate target training content for the target task for the executive based on the obtained source information; the source information includes the executive's Descriptive information and target task information of said executive;
    对练机器人模块,被配置为按照预设训练规则,向所述执行人员输出所述目标训练内容;响应于所述执行人员对所述训练内容的训练输入,将所述训练输入与预设评判标准进行比较;基于所述比较的结果,向所述执行人员输出所述训练输入的反馈信息。The sparring robot module is configured to output the target training content to the executor according to the preset training rules; in response to the executor's training input of the training content, combine the training input with the preset judgment Standards are compared; based on the result of the comparison, feedback information of the training input is output to the executive.
  22. 根据权利要求21所述的任务辅助装置,其中,所述描述信息包括待辅导项目信息;所述目标任务信息包括目标任务的内容信息和目标客户对象的资料信息;The task assistance device according to claim 21, wherein the description information includes project information to be tutored; the target task information includes content information of the target task and profile information of the target customer object;
    所述课件生成机器人模块,被配置为:基于预设目标训练内容生成规则,以及所述待辅导项目信息、内容信息、目标客户对象的资料信息,为所述执行人员生成针对所述目标任务的目标训练内容。The courseware generation robot module is configured to: based on the preset target training content generation rules, as well as the project information to be tutored, the content information, and the material information of the target customer object, generate for the execution personnel a training course for the target task. Target training content.
  23. 根据权利要求21所述的任务辅助装置,其中,The task assisting device according to claim 21, wherein:
    所述课件生成机器人模块,被配置为:为所述执行人员生成针对所述目标任务的答题式训练内容;The courseware generation robot module is configured to: generate answer-based training content for the execution personnel for the target task;
    其中,所述对练机器人模块,被配置为以下至少一项:在显示界面以文本的方式,向所述执行人员输出所述答题式训练内容;以语音的方式输出所述答题式训练内容。 Wherein, the training robot module is configured to at least one of the following: output the answer-based training content to the executive in the form of text on the display interface; output the answer-based training content in the form of voice.
  24. 根据权利要求21所述的任务辅助装置,A task assistance device according to claim 21,
    所述课件生成机器人模块,被配置为:为所述执行人员生成针对所述目标任务的口语对练式训练内容;The courseware generation robot module is configured to: generate oral practice training content for the target task for the execution personnel;
    其中,所述对练机器人模块,被配置为:以语音的方式,向所述执行人员输出所述口语对练式训练内容对应的提问内容、响应内容中的至少一种。Wherein, the sparring robot module is configured to output at least one of question content and response content corresponding to the oral sparring training content to the executive in a voice manner.
  25. 根据权利要求23或24所述的任务辅助装置,其中,所述对练机器人模块,被配置为:The task assistance device according to claim 23 or 24, wherein the sparring robot module is configured to:
    响应于所述执行人员对所述训练内容的语音训练输入,将所述语音训练输入识别为文本内容,将所述文本内容与预设评判标准进行比较。In response to the voice training input of the training content by the executive, the voice training input is recognized as text content, and the text content is compared with a preset evaluation standard.
  26. 根据权利要求21所述的任务辅助装置,其中,所述目标训练内容包括至少一个训练阶段的训练内容,任意一个所述训练阶段的训练内容包括至少一条训练内容;The task assistance device according to claim 21, wherein the target training content includes training content of at least one training stage, and the training content of any one of the training stages includes at least one piece of training content;
    其中,所述训练阶段包括以下至少一种:破冰阶段、闲聊阶段、风险评估阶段、风险披露阶段、资产配置阶段、产品介绍阶段、费率结构阶段。Wherein, the training stage includes at least one of the following: ice-breaking stage, chat stage, risk assessment stage, risk disclosure stage, asset allocation stage, product introduction stage, and rate structure stage.
  27. 根据权利要求26所述的任务辅助装置,其中,所述对练机器人模块还被配置为:The task assistance device according to claim 26, wherein the sparring robot module is further configured to:
    在向所述执行人员输出所述目标训练内容的过程中,在切换下一个目标阶段之前,输出阶段性提示信息,所述阶段性提示信息用于提示所述下一个目标阶段的阶段目标。In the process of outputting the target training content to the execution personnel, before switching to the next target stage, phase prompt information is output, and the phase prompt information is used to prompt the stage goals of the next target stage.
  28. 根据权利要求21所述的任务辅助装置,其中,所述课件生成机器人模块,还被配置为:The task assistance device according to claim 21, wherein the courseware generation robot module is further configured to:
    若所述训练输入的准确性低于第一准确性阈值,则为所述执行人员生成新的第一目标训练内容;其中,所述第一目标训练内容的难度等级,低于最近一次输出的目标训练内容的难度等级;If the accuracy of the training input is lower than the first accuracy threshold, a new first target training content is generated for the executive; wherein the difficulty level of the first target training content is lower than the latest output. The difficulty level of the target training content;
    或者,or,
    若所述训练输入的准确性高于第二准确性阈值,则为所述执行人员生成新的第二目标训练内容;其中,所述第二准确性阈值高于所述第一准确性阈值,所述新的目标训练内容的难度等级,高于最近一次输出的目标训练内容的难度等级。If the accuracy of the training input is higher than the second accuracy threshold, new second target training content is generated for the executive; wherein the second accuracy threshold is higher than the first accuracy threshold, The difficulty level of the new target training content is higher than the difficulty level of the most recently output target training content.
  29. 根据权利要求21-28任一项所述的任务辅助装置,其中,还包括:The task assisting device according to any one of claims 21-28, further comprising:
    对话智能机器人模块,被配置为获取所述执行人员执行所述目标任务的任务过程文件;对所述任务过程文件进行分析处理,生成任务过程复盘文件;所述任务过程文件包括:任务音频文件、任务文本文件中的至少一种。The dialogue intelligent robot module is configured to obtain the task process file of the executioner performing the target task; analyze and process the task process file to generate a task process review file; the task process file includes: task audio file , at least one of the task text files.
  30. 根据权利要求29所述的任务辅助装置,其中,所述对话智能机器人模块,被配置为:The task assistance device according to claim 29, wherein the conversational intelligent robot module is configured to:
    获取所述执行人员执行所述目标任务过程中采集的所述任务音频文件,所述任务音频文件是所述执行人员上传的,或者,所述任务音频文件是响应于所述执行人员的指示而自动采集的;Obtain the task audio file collected during the execution of the target task by the executioner. The task audio file is uploaded by the executioner, or the task audio file is generated in response to the instruction of the executioner. automatically collected;
    将所述任务音频文件进行文本化处理,得到所述任务文本文件。The task audio file is processed into text to obtain the task text file.
  31. 根据权利要求29所述的任务辅助装置,其中,所述任务过程复盘文件包括以下至少一种:对话过程文件、满意度报告、合规报告、客户流失风险报告、竞争对象信息、最佳实践报告;The task assistance device according to claim 29, wherein the task process review file includes at least one of the following: dialogue process file, satisfaction report, compliance report, customer churn risk report, competitive object information, best practice Report;
    其中,所述满意度报告包括以下至少一个方面:产品满意度、服务满意度、机构满意度。Wherein, the satisfaction report includes at least one of the following aspects: product satisfaction, service satisfaction, and organizational satisfaction.
  32. 根据权利要求31所述的任务辅助装置,其中,所述对话过程文件包括以下至少一种:沟通记录、辅导要点报告、会议纪要、待办事项;The task assistance device according to claim 31, wherein the conversation process file includes at least one of the following: communication records, coaching key points reports, meeting minutes, and to-do items;
    所述沟通记录包括以下至少一种:单段任务音频文件、对话角色各自对应的任务音频文件、对话角色各自对应的任务文本文件、携带有议题标签的任务音频文件、携带有议题标签的任务文本文件。 The communication record includes at least one of the following: a single-segment task audio file, a task audio file corresponding to each dialogue character, a task text file corresponding to each dialogue character, a task audio file carrying an issue tag, and a task text carrying an issue tag. document.
  33. 根据权利要求32所述的任务辅助装置,其中,当所述任务过程复盘文件包括所述辅导要点报告时,所述对话智能机器人模块被配置为:The task assistance device according to claim 32, wherein when the task process review file includes the coaching key points report, the conversational intelligent robot module is configured to:
    基于所述任务文本文件、各议题标签、及辅导要点生成规则,为所述执行人员生成辅导要点报告;所述辅导要点报告所包含的辅导要点包括以下至少一个方面:沟通技巧、产品阐述问题、风险测评。Based on the task text file, each topic label, and the coaching point generation rules, a coaching point report is generated for the executive; the coaching points included in the coaching point report include at least one of the following aspects: communication skills, product description issues, Risk assessment.
  34. 根据权利要求32所述的任务辅助装置,其中,所述对话智能机器人模块还被配置为以下至少一项:The task assistance device according to claim 32, wherein the conversational intelligent robot module is further configured to be at least one of the following:
    基于预先设定的专家规则和所述任务过程复盘文件,确定所述执行人员与所述目标客户对象的本次沟通是否为候选的最佳实践沟通案例;如果接收到预定人员的确认指示,将所述本次沟通确定为最佳实践沟通案例;Based on the preset expert rules and the task process review document, determine whether this communication between the executive and the target customer is a candidate best practice communication case; if confirmation instructions from the scheduled personnel are received, Identify this communication as a best practice communication example;
    向所述执行人员提供预先确定的最佳实践沟通案例信息;Provide predetermined best practice communication case information to said executive;
    提供辅导查询人机交互界面;接收所述执行人员通过所述辅导查询页面输入的关键词;以所述关键词为索引,在预先设置的销售技巧数据库中,查询与所述关键词匹配的技巧内容;输出所述查询到的技巧内容。Provide a coaching query human-computer interaction interface; receive keywords input by the executive through the coaching query page; use the keywords as indexes to query skills matching the keywords in a preset sales skills database Content; output the queried skill content.
  35. 根据权利要求34所述的任务辅助装置,其中,还包括:第一更新模块,被配置为基于所述最佳实践报告,更新辅导要点生成规则。The task assistance device according to claim 34, further comprising: a first update module configured to update coaching point generation rules based on the best practice report.
  36. 根据权利要求32所述的任务辅助装置,其中,还包括第二更新模块,被配置为当所述任务过程复盘文件中包含竞争对象信息时,基于所述竞争对象信息,更新竞争对象知识图谱;其中,所述竞争对象包括:机构竞争对象、产品竞争对象中的至少一种。The task assistance device according to claim 32, further comprising a second update module configured to update the knowledge graph of competing objects based on the competing object information when the task process review file contains competing object information. ; Wherein, the competition objects include: at least one of institutional competition objects and product competition objects.
  37. 根据权利要求30所述的任务辅助装置,其中,还包括:The task assisting device according to claim 30, further comprising:
    投资策略确定模块,被配置为获取所述目标客户对象的历史沟通数据,基于所述历史沟通数据,确定所述目标执行人员的投资策略,所述投资策略包括至少一种投资产品以及各投资产品的推荐比例。The investment strategy determination module is configured to obtain historical communication data of the target customer object, and determine the investment strategy of the target executive based on the historical communication data. The investment strategy includes at least one investment product and each investment product. recommended ratio.
  38. 根据权利要求30所述的任务辅助装置,其中,还包括:业绩预测机器人模块,被配置为:The task assistance device according to claim 30, further comprising: a performance prediction robot module configured to:
    基于所述任务过程复盘文件,通过预先设定的第一机器学习模型,预测所述目标客户对象的成单概率;Based on the task process review file, predict the order probability of the target customer through the preset first machine learning model;
    根据所述目标客户对象的成单概率,预测所述执行人员的第一周期目标达成情况,所述第一周期目标达成情况包括是否达成第一周期的销售额目标、第一周期的销售业绩中的至少一种;According to the order probability of the target customer object, predict the achievement of the first cycle goal of the executive. The achievement of the first cycle goal includes whether the sales target of the first cycle is achieved and the sales performance of the first cycle. at least one of;
    输出所述预测的目标达成情况。Output the predicted goal achievement.
  39. 根据权利要求21-38任一项所述的任务辅助装置,其中,还包括:The task assisting device according to any one of claims 21-38, further comprising:
    销售漏斗机器人模块,被配置为跟踪所述执行人员的目标任务,以确定所述目标客户对象所处的客户阶段;a sales funnel robot module configured to track the target tasks of the executive to determine the customer stage in which the target customer object is;
    基于所述确定的所述目标客户对象所处的客户阶段,更新所述执行人员在第一周期内进入到各客户阶段的客户对象的实际转化数量;Based on the determined customer stage of the target customer object, update the actual conversion number of customer objects that the executive entered into each customer stage in the first cycle;
    按照预定的呈现方式输出所述执行人员在第一周期内进入到各客户阶段的客户对象的目标转化数量和实际转化数量。The target conversion number and the actual conversion number of the customer objects that the executive entered into each customer stage in the first cycle are output according to a predetermined presentation method.
  40. 根据权利要求39所述的任务辅助装置,其中,所述客户阶段包括可能阶段、高潜力阶段和已转化阶段。The task assisting device of claim 39, wherein the customer stages include a possible stage, a high potential stage and a converted stage.
  41. 一种电子设备,所述电子设备包括:壳体、处理器、存储器、电路板和电源电路,其中,电 路板安置在壳体围成的空间内部,处理器和存储器设置在电路板上;电源电路,用于为上述电子设备的各个电路或器件供电;存储器用于存储可执行程序代码;处理器通过读取存储器中存储的可执行程序代码来运行与可执行程序代码对应的程序,用于执行权利要求1-20中任一项所述的方法。An electronic device, the electronic device includes: a housing, a processor, a memory, a circuit board and a power circuit, wherein the electronic device The circuit board is placed inside the space enclosed by the casing, and the processor and memory are placed on the circuit board; the power circuit is used to supply power to each circuit or device of the above-mentioned electronic equipment; the memory is used to store executable program code; the processor passes The executable program code stored in the memory is read to run a program corresponding to the executable program code, for executing the method described in any one of claims 1-20.
  42. 一种计算机可读存储介质,所述计算机可读存储介质存储有一个或者多个程序,所述一个或者多个程序可被一个或者多个处理器执行,以实现权利要求1-20中任一项所述的方法。 A computer-readable storage medium that stores one or more programs, and the one or more programs can be executed by one or more processors to implement any one of claims 1-20 method described in the item.
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