Cases should show which problems to start with, what software to buy, what delivery services are needed and which metrics matter after launch.
Compare your team with the cases first, instead of doing AI for its own sake.
Separate directly buyable software/templates from custom delivery so budget is clear.
Each case must map to response time, conversion, labor, error rate or cost metrics.
Connect website forms, WeCom leads, meeting notes and CRM statuses to generate next actions and quote assets automatically.
Connect FAQ, product data, order rules and support SOPs so AI handles repetitive questions before escalating complex issues.
Capture product docs, project templates, delivery experience and policies into a searchable, citable and permissioned assistant.
Aggregate sales, orders, inventory, ads and support data into natural-language queries, anomaly alerts and recurring reports.