docs: add project overview for senxiangban qianniu assistant
Co-authored-by: Cursor <cursoragent@cursor.com>
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# 森相伴·千牛智能客服助手 项目总览
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> 本文档面向森相伴运营团队,说明整个智能客服系统的业务目标、功能模块、运作方式和交付计划。
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---
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## 一、项目背景与目标
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森相伴旗舰店主营亚克力定制、家居改造、实木系列等产品,客服日常需要同时接待大量买家,面临以下痛点:
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- 高峰期买家等待超过30秒,进店流失率高
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- 销冠话术无法快速复制给所有客服,话术质量参差不齐
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- 定制品需要反复追问尺寸,容易漏问关键参数导致生产出错
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- 催付、跟单、售后等环节全靠人工记忆,容易遗漏
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- 新客服上手慢,培训成本高
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**本项目目标:**
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在千牛工作台旁边部署一套智能话术助手,实时监听买家消息,自动识别买家意图,在客服侧边推送最合适的销冠话术,客服一键填入发送。全程不替代客服,只做辅助提效。
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---
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## 二、系统整体架构
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```mermaid
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graph TB
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A[买家在千牛发消息] --> B[monitor-qianniu\n实时监听千牛消息]
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B --> C{意图识别\nClaude AI}
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C --> D[suggest-reply\n话术推荐面板]
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D --> E[客服选择话术\n点击一键填入]
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E --> F[inject-reply\nRPA填入千牛输入框]
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F --> G[客服确认后发送]
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C --> H{触发对应业务Skill}
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H --> S1[send-greeting\n进店欢迎]
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H --> S2[collect-requirement\n收集定制需求]
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H --> S3[present-product\n产品介绍]
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H --> S4[negotiate-price\n报价议价]
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H --> S5[urge-payment\n跟单催付]
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H --> S6[handle-paid-order\n付款后处理]
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H --> S7[handle-unpaid-order\n未付款挽留]
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H --> S8[handle-refund-request\n退款处理]
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S1 --> D
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S2 --> D
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S3 --> D
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S4 --> D
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S5 --> D
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S6 --> D
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S7 --> D
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S8 --> D
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```
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---
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## 三、买家全旅程覆盖
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```mermaid
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flowchart LR
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A([买家进店]) --> B[欢迎接待\nsend-greeting]
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B --> C[咨询需求\ncollect-requirement]
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C --> D[产品介绍\npresent-product]
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D --> E[报价议价\nnegotiate-price]
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E --> F{买家下单?}
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F -- 是 --> G[跟单催付\nurge-payment]
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F -- 否,离开 --> H[深度挽留\nhandle-unpaid-order]
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H -- 挽留成功 --> G
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H -- 放弃 --> Z([礼貌结束\n留下好印象])
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G --> I{买家付款?}
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I -- 付款 --> J[付款后处理\nhandle-paid-order]
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I -- 超时未付 --> H
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J --> K[核对尺寸\n告知赠品\n告知发货]
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K --> L[发货通知]
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L --> M[邀请好评]
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M --> N[复购引导]
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N --> Z2([订单完成])
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J --> O{收到退款申请?}
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O -- 是 --> P[退款处理\nhandle-refund-request]
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P --> Q{能否挽留?}
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Q -- 能 --> R[补发/换货/补偿]
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Q -- 否 --> S[礼貌退款\n保留好印象]
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R --> Z2
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S --> Z2
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```
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---
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## 四、11个功能模块说明
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| # | 模块名称 | 业务职责 | 触发场景 |
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|---|---|---|---|
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| 1 | **monitor-qianniu** | 实时监听千牛消息,识别买家意图 | 始终运行,全程监听 |
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| 2 | **inject-reply** | 将话术自动填入千牛输入框 | 客服点击面板话术后触发 |
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| 3 | **suggest-reply** | 话术推荐悬浮面板,客服操作界面 | 始终显示在千牛旁边 |
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| 4 | **send-greeting** | 买家进店自动推送欢迎话术 | 买家发送第一条消息 |
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| 5 | **collect-requirement** | 引导客服收集完整定制需求(尺寸/材质/颜色/数量) | 买家咨询尺寸款式时 |
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| 6 | **present-product** | 推送产品卖点介绍和FAQ话术 | 买家询问产品详情/材质/效果 |
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| 7 | **negotiate-price** | 报价计算、议价应对、优惠引导 | 买家询价或砍价时 |
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| 8 | **urge-payment** | 四阶段智能催付,夜间自动静默 | 下单后30分钟/2小时/次日/48小时 |
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| 9 | **handle-paid-order** | 付款后六步标准流程(核尺寸→赠品→发货→邀评→复购) | 买家付款成功后 |
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| 10 | **handle-unpaid-order** | 深度挽留,针对8种未付原因差异化应对 | urge-payment四阶段完成后 |
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| 11 | **handle-refund-request** | 退款处理,挽留优先,保护店铺DSR评分 | 买家提交退款申请时 |
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---
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## 五、核心优势
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| 对比项 | 现在(纯人工) | 使用本系统后 |
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| 买家首次响应时间 | 高峰期30秒以上 | 3秒内推送话术,客服一键发送 |
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| 话术质量 | 依赖个人经验,参差不齐 | 统一使用销冠话术库,全员一致 |
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| 定制需求收集 | 容易漏问,多次来回 | 标准化收集流程,一次问完 |
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| 催付跟单 | 靠人工记忆,容易遗漏 | 自动定时推送,四阶段不遗漏 |
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| 新客服上手 | 培训周期长 | 系统实时引导,边用边学 |
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| 退款处理 | 话术不统一,挽留率低 | 标准化挽留流程,减少不必要退款 |
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---
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## 六、三阶段交付计划
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```mermaid
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gantt
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title 森相伴智能客服助手交付计划
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dateFormat YYYY-MM-DD
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section 第一阶段:主链路跑通
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千牛消息监听接入 :a1, 2026-06-01, 7d
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话术推荐面板开发 :a2, after a1, 7d
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话术填入功能联调 :a3, after a2, 3d
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第一阶段验收 :milestone, after a3, 0d
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section 第二阶段:核心业务接入
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进店欢迎+需求收集 :b1, after a3, 5d
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产品介绍+报价议价 :b2, after b1, 5d
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跟单催付模块 :b3, after b2, 5d
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话术库录入与测试 :b4, after b3, 3d
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第二阶段验收 :milestone, after b4, 0d
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section 第三阶段:完整闭环
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付款后处理流程 :c1, after b4, 5d
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未付款深度挽留 :c2, after c1, 4d
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退款处理模块 :c3, after c2, 5d
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全流程联调与压测 :c4, after c3, 5d
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正式上线 :milestone, after c4, 0d
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```
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---
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## 七、各阶段交付验收标准
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### 第一阶段验收(约第2周末)
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- [ ] 系统能成功连接千牛工作台
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- [ ] 买家发消息后3秒内,话术面板自动推送对应话术
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- [ ] 客服点击话术后内容准确出现在千牛输入框
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- [ ] 话术面板常驻桌面,不影响千牛正常使用
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### 第二阶段验收(约第4周末)
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- [ ] 进店欢迎语自动推送,区分新客/回头客
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- [ ] 定制需求收集流程完整,覆盖亚克力/窗台板/软镜子等主要品类
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- [ ] 报价话术变量替换正确(尺寸/价格/优惠券)
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- [ ] 催付四阶段时机准确,夜间22:00-08:00严格静默
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### 第三阶段验收(正式上线前)
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- [ ] 付款后六步流程按序推送,不乱序不遗漏
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- [ ] 退款申请3分钟内推送到面板,不遗漏
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- [ ] 高风险退款(投诉风险高)有红色警告提示
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- [ ] 全流程连续运行8小时无崩溃
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- [ ] 所有话术变量替换正确,无乱码
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---
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## 八、技术实现说明(供开发参考)
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> 以下内容为技术层说明,运营团队可跳过。
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**核心技术路线:**
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- 千牛工作台基于Electron构建,通过CDP协议连接,无需任何官方API审批
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- 意图识别使用Claude AI,准确率目标≥85%
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- 所有操作模拟人工行为,不触发平台风控
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- 客服始终保留最终发送权,系统只做辅助填入
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**各Skill详细需求文档:**
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| Skill | 需求文档链接 |
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| monitor-qianniu | [查看文档](./monitor-qianniu/references/REQUIREMENTS.md) |
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| inject-reply | [查看文档](./inject-reply/references/REQUIREMENTS.md) |
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| suggest-reply | [查看文档](./suggest-reply/references/REQUIREMENTS.md) |
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| send-greeting | [查看文档](./send-greeting/references/REQUIREMENTS.md) |
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| collect-requirement | [查看文档](./collect-requirement/references/REQUIREMENTS.md) |
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| present-product | [查看文档](./present-product/references/REQUIREMENTS.md) |
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| negotiate-price | [查看文档](./negotiate-price/references/REQUIREMENTS.md) |
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| urge-payment | [查看文档](./urge-payment/references/REQUIREMENTS.md) |
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| handle-paid-order | [查看文档](./handle-paid-order/references/REQUIREMENTS.md) |
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| handle-unpaid-order | [查看文档](./handle-unpaid-order/references/REQUIREMENTS.md) |
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| handle-refund-request | [查看文档](./handle-refund-request/references/REQUIREMENTS.md) |
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---
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*文档版本:v1.0 · 最后更新:2026-05-29*
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