Keep the original words first.
Save the actual conversation and preserve its original wording.
See the actual stepsConversation organization and human confirmation
What the customer said.What happens next.
Prepare the next action from a conversation while keeping a place for human review.
Subject, body, and actions are blank. No record saved or task created. This shows the original input entry only. It does not send messages and contains no AI analysis result.
Keep the original words first.
Review AI suggestions individually.
Prepare the next action from a conversation while keeping a place for human review.
This feature's focus3
types of suggestions
Source: suggested customer information, opportunities, and next actions. Suggestions require human verification.
See this feature's highlights.
real work.
Details worth exploring.
Review AI suggestions individually.
Review AI-proposed customer information, opportunities and actions.
See the actual stepsYou decide what to save.
Edit against source excerpts and select the sections to confirm and update.
See how to checkUnderstand the tool and human handling separately
What the tool handles.
What you decide.
Keep the original words first.
Prepare the next action from a conversation while keeping a place for human review.
Review AI-proposed customer information, opportunities and actions.
3 key points.
After confirmation, continue.
- Return to the source when extracting numbers, dates and product requirements.
- Proposed values can be edited. Unconfirmed content must not be treated as business fact.
- Saving communication does not send a message or confirm a sale.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Explain the feature through real work
This time.
What happens next.
Suppose an email asks about both samples and lead time.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultTreat automatically organized suggestions as a confirmed order.
Check the requirements against the original message and select the information, opportunity or action to record.
When to use it
Prepare first.
Make this task specific.
When a conversation includes product needs, opportunities and next steps, save the original wording first, then confirm AI's proposed information item by item.
Original communication
the genuine wording and traceable context of this conversation.
Actual conditions
available models, benefits and the customer fields to be updated.
Complete steps
From the start.
To the next step.
Save the customer's words, then ask AI to suggest customer updates, opportunities and next steps. Edit suggestions individually and choose what to save. Manual conversation records do not send messages, and inquiries are not counted as sales.
01
Save the actual conversation and preserve its original wording.
02
Review AI-proposed customer information, opportunities and actions.
03
Edit against source excerpts and select the sections to confirm and update.
Connect the work from step to step
Make this step clear.
Connect the next step.
Arrange the actual follow-up after confirmation. Final prices, lead times and sales still depend on real business confirmation.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
An available model and corresponding benefits are required. AI suggestions are not sales facts, and manual records do not send messages on your behalf.
Product facts and FAQsBack to the product feature directoryMore details in this product
Customer analysis and work queues
Turn the customer list into specific work to continue.
Explore this feature on its own