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AI Assistant

AI Assistant · Business Help & Content Generation

Bring AI right into your chat tool: ask "what were last month's sales" and it pulls the numbers straight from CRM, or say "draft me a payment-reminder email" and it returns three versions to choose from. Employees never have to open ChatGPT separately — business context is carried in automatically, so answers are far more accurate.

AI
Deep business assistance
0
Switching to external AI tools
10x
Content creation efficiency
Capabilities

AI That Goes Beyond Chat — A True Business Assistant

Tied to customer profiles, order data and knowledge bases, its answers come with context — not vague generalities

🧠 Smart Q&A

"What was last quarter's collection rate? Which rep performed best?" Ask in natural language and the AI pulls the data from your business database to answer

Content Generation

Payment-reminder emails, customer follow-up scripts, weekly report summaries, product copy — describe what you need in one sentence and get multiple versions to pick from

📊 Data Interpretation

Send the AI a screenshot of your sales dashboard: "tell me where this month's numbers went wrong" — it analyzes the trends and offers recommendations

📖 Knowledge Base Q&A

Upload product docs, policies and FAQs, and employees get accurate answers straight from the AI — no more digging through the wiki

🌐 Translation Help

For foreign trade: the AI translates customer chats in real time; receive an English email and have the AI summarize it and draft a reply

📝 Document Summaries

Drop a long document on the AI to extract key points; quickly grasp the critical clauses in customer contracts and regulations

chat.shangbangke.com/ai/assistantAI Assistant
AI
Ask-Your-Data · Business Assistant
New ChatView SQL
Me
What are this month's East China sales?
AI
East China sales this month are $1.32M, +12.4% MoM. Shanghai region leads with $540K.
Me
Now compare with the same period last year?
AI
Same period last year was $1.06M — up +24.2% YoY 📈

Auto-converts to SQL · returns only data you may view

Query Business Data in Plain Language

It used to take five minutes to check sales data — log in, find the report, pick the time range, pick the dimension, read the numbers. Now you just type "this month's East China sales" and the AI pulls the data and answers, more directly than any report. Complex questions can be explored through multi-turn follow-ups.

  • Ask in natural language: "last quarter's collection rate / top-performing rep / customer distribution by province"
  • The AI automatically converts to SQL, pulls the data and replies in plain language
  • Multi-turn follow-up supported: "now compare with the same period last year"
  • Permission control: the AI can only query data the asker is allowed to see
chat.shangbangke.com/ai/write3 versions
AI
AI Copywriting · Payment Reminder
RewriteUse
Me
Write a friendly payment-reminder email to Ruida about the $7K balance due
AI
Generated 3 versions 👇
VersionTone
Dear Ruida team, a gentle reminder…Friendly
Hello, regarding the $7K balance…Formal
Notice: balance overdue, please…Urgent

No More Half-Hour Writer's Block

Payment-reminder emails, customer follow-up scripts, product intros, job descriptions, weekly summaries, holiday greetings — just type "write me X in style Y" and the AI returns three versions in different tones. Pick one, tweak it, and you're done. Employees go from "struggling to write" to "simply choosing."

  • Quickly generate email, SMS and WeChat scripts
  • Compare versions: formal / friendly / urgent — three styles
  • Business context included: customer name, order and conversation history brought in automatically
  • History saved: store the templates that work and reuse them next time
chat.shangbangke.com/ai/knowledgeProduct KB
KB
Enterprise Knowledge Base Q&A
Switch KBUpload
Product Manuals42
After-Sales Policy18
Operating Procedures27
FAQ95
A
What's the max working pressure of the XR-200 valve?
AI
XR-200 rated pressure is 1.6MPa, max 2.5MPa.
Source: Product Manual P.23 · Specs Table

An Enterprise Knowledge Base That Makes the AI Answer Accurately

Upload product manuals, after-sales policies, operating procedures and FAQs to the knowledge base; once trained, the AI gives employees accurate answers with citations to the source. New-hire onboarding no longer means veteran staff answering the same questions all day, and support agents respond to customers faster and more precisely.

  • Supports formats such as PDF, Word, Excel and Markdown
  • AI answers come with citations: which document and which passage the answer is from
  • Switch between multiple knowledge bases: product / policy / FAQ
  • Tiered permissions: confidential documents can't be surfaced by employees without access
Use Cases

Which Roles Gain the Most from AI

Sales

Follow-up script generation, email drafting and quote proposals — engage with customers more, and say it more precisely

Support

The AI answers customer questions first and escalates the complex ones to a human; agents no longer type out common FAQs word by word

HR / Admin

Job descriptions, onboarding notices, holiday greetings and policy explainers — the AI drafts a version and HR tweaks it before sending

Management

"Show me this month's operating data" — the AI delivers key metrics, anomaly analysis and improvement suggestions on the spot

Related Features

How the AI Assistant Works with These Capabilities

Embedded inside IM, the AI reaches every role through the directory and your data

Try the AI Assistant Now

Sign up to experience the full AI business-assistance capabilities for free, or book a consultant demo