企业AI知识库
轻易云AI知识库是一个为企业量身打造的智能解决方案，它能够进行机器人角色设定、知识库训练、发布/分享机器人，同时还带有AI智能对话功能，可以设定多种AI行业场景。适用于企业智能客服、企业智能文档、专家顾问助理等多种企业级商业场景，具有较大的商业使用价值。
了解更多，请访问轻企AI知识库官网
AI智能体
AI智能体是轻易云知识库的核心组成部分，它通过录入文档或问答来创建知识库，让机器人学习。根据机器人训练情况，企业可以实时删除或替换文档，以保持知识库的更新和准确性。AI智能体支持多种角色设定，如客服、销售、培训师、营销人员、行业专家等，以满足不同业务需求。
了解更多，请访问轻易云知识库体验中心
-
联系我们 13760755942
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EMail vincent067@outlook.com
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地址 广东省广州市番禺区长华创意谷16-5号
销帮帮对接流程演示
销帮帮介绍
销帮帮平台是一款以客户关系管理为基础，集团队协作、营销推广、数据分析于一体的SAAS型企业管理平台。其开放API接口包括用户认证、客户信息、用户任务、销售记录、事务记录等，可方便企业对平台的二次开发和集成。在应用方面，销帮帮平台可以帮助企业实现客户管理、营销活动、销售拓展、任务协调、数据分析等工作。同时，其良好的用户体验和强大的数据分析能力，也为企业提供了更加智能和高效的管理模式。总之，销帮帮平台通过API开放接口的设计，实现了多种业务应用的互联互通，为企业提供了更完美的企业管理解决方案。
轻易云对接销帮帮流程
1配置连接器
上面的host，请配置
https://proapi.xbongbong.com
2：新建集成方案选择对应，按照下面步骤创建集成方案
1：首先查询业务对应的表单ID，通过下面接口查询 /pro/v2/api/form/list
2：表单业务类型。businessType配置如下字段
表单业务类型,客户：100，合同订单：201，退货退款：202，销售机会：301，联系人：401，跟进记录：501，回款计划：701，回款单：702，销项发票：901，供应商：1001，采购合同：1101，采购入库单：1404，其他入库单：1406，销售出库单：1504，其他出库单：1506，调拨单：1601，盘点单：1701，产品：2401；报价单：4700；线索：8000；市场活动：8100；仓库：1801；工作报告：2101；日报：2102；周报：2103；月报：2104；访客计划：601；自定义表单：不传
3：请求得到对应的表单字段ID。
3：查询对应表单字段说明，接口：/pro/v2/api/form/get
4:查看返回数据字段说明
{
"code": 1,
"msg": "操作成功",
"result": {
"explainList": [
{
"attr": "text_15",
"attrName": "客戶是否首单新签",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 3,
"items": [
{
"checked": false,
"color": "#646566",
"isOther": 0,
"text": "新签",
"value": "3231f6c2-4566-27d3-524f-84b931a0b288"
},
{
"checked": false,
"color": "#646566",
"isOther": 0,
"text": "复购",
"value": "5dec97ff-13f0-5113-9471-eb43e656e311"
}
],
"required": 1,
"showType": 0
},
{
"attr": "serialNo",
"attrName": "合同编号",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10019,
"items": [],
"noRepeat": 1,
"required": 1,
"serialNumber": {
"dateFormat": "all",
"numberDigit": 3,
"postfix": "",
"prefix": "SO.",
"resetCycle": 1,
"startNum": 1
},
"showType": 0
},
{
"attr": "file_1",
"attrName": "合同附件",
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 8,
"items": [],
"required": 0,
"showType": 0
},
{
"attr": "text_2",
"attrName": "客户名称",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 20001,
"items": [],
"noRepeat": 0,
"required": 1,
"showType": 0
},
{
"attr": "text_16",
"attrName": "客户名称1",
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0,
"verifyRule": ""
},
{
"attr": "date_3",
"attrName": "客户创建日期",
"dateType": "yyyy-MM-dd",
"fieldType": 4,
"items": [],
"required": 0,
"showType": 0
},
{
"attr": "date_4",
"attrName": "首次成交日期",
"dateType": "yyyy-MM-dd",
"fieldType": 4,
"items": [],
"required": 0,
"showType": 0
},
{
"attr": "text_17",
"attrName": "线索信息来源",
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0,
"verifyRule": ""
},
{
"attr": "text_8",
"attrName": "签订人",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10009,
"items": [],
"noRepeat": 0,
"required": 1,
"showType": 0
},
{
"attr": "date_1",
"attrName": "签订日期",
"comboType": 0,
"dateType": "yyyy-MM-dd",
"fieldType": 4,
"items": [],
"noRepeat": 0,
"required": 1,
"showType": 0
},
{
"attr": "text_26",
"attrName": "是否跨年复购客户",
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0,
"verifyRule": ""
},
{
"attr": "date_2",
"attrName": "交付日期",
"comboType": 0,
"dateType": "yyyy-MM-dd",
"fieldType": 4,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0
},
{
"attr": "text_6",
"attrName": "合同状态",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 3,
"items": [
{
"isOther": 0,
"text": "签约",
"value": "1"
},
{
"isOther": 0,
"text": "执行中",
"value": "2"
},
{
"isOther": 0,
"text": "完毕",
"value": "3"
},
{
"isOther": 0,
"noDel": 1,
"noEdit": 1,
"text": "终止",
"value": "4"
}
],
"noRepeat": 0,
"required": 1,
"showType": 0
},
{
"attr": "ownerId",
"attrName": "负责人",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10017,
"items": [],
"multiple": 1,
"noRepeat": 0,
"required": 1,
"showType": 10
},
{
"attr": "coUserId",
"attrName": "协同人",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10018,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 10
},
{
"attr": "array_4",
"attrName": "关联产品",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 20004,
"items": [],
"noRepeat": 0,
"required": 1,
"showType": 0,
"subFieldList": [
{
"attr": "text_1",
"attrName": "产品名称",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10008,
"noRepeat": 0,
"required": 1,
"showType": 0
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_1",
"attrName": "单价",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"attr": "num_4",
"attrName": "折扣（%）",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 1,
"showType": 0
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_6",
"attrName": "售价（元）",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 1,
"showType": 0
},
{
"accuracy": 2,
"attr": "num_3",
"attrName": "数量",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 1,
"showType": 0
},
{
"attr": "text_3",
"attrName": "备注",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 7,
"noRepeat": 0,
"required": 0,
"showType": 0
},
{
"accuracy": 2,
"attr": "num_13",
"attrName": "出库数量",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"attr": "num_15",
"attrName": "未出库数量",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"attr": "num_16",
"attrName": "退货数量",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_5",
"attrName": "售价小计",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"attr": "num_12",
"attrName": "库存数量",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 3
},
{
"accuracy": 2,
"attr": "num_18",
"attrName": "已采购数量",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 3
},
{
"attr": "text_9",
"attrName": "状态",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"noRepeat": 0,
"required": 0,
"showType": 3
}
]
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_27",
"attrName": "其它费用",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 1,
"showType": 0
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_28",
"attrName": "优惠金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 1,
"showType": 0
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_1",
"attrName": "合同金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 100000000000,
"min": 0
},
"numericalLimitsFlag": 1,
"required": 1,
"showType": 0
},
{
"attr": "array_1",
"attrName": "应收款",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 20013,
"items": [],
"noRepeat": 0,
"required": 1,
"showType": 8
},
{
"attr": "array_5",
"attrName": "付款时效",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10001,
"items": [
{
"checked": false,
"isOther": 0,
"text": "款到排产",
"value": "ad61c7c9-89c9-c1da-b86d-35f821a63104"
},
{
"checked": false,
"isOther": 0,
"text": "款到发货",
"value": "a219bd9b-027a-3647-9710-4008c684f4ab"
},
{
"checked": false,
"isOther": 0,
"text": "票到付款",
"value": "94f971b0-09e6-1715-5365-af527e540142"
},
{
"checked": false,
"isOther": 0,
"text": "1个月内付款",
"value": "f90d067c-31ed-a1f8-6e98-99942c4961e5"
},
{
"checked": false,
"isOther": 0,
"text": "1-2月内付款",
"value": "4e695ecb-1db2-554c-a267-3f7e169bf3fb"
},
{
"checked": false,
"isOther": 0,
"text": "2个月以上付款",
"value": "781bec97-c305-69b7-5ad5-aa0864f5c3b5"
}
],
"required": 1,
"showType": 0
},
{
"attr": "text_23",
"attrName": "折扣",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 3,
"items": [
{
"checked": false,
"isOther": 0,
"text": "7折及7折以上",
"value": "cd20da62-423a-e5dd-0e88-48327de11f87"
},
{
"checked": false,
"isOther": 0,
"text": "5折及5折以上",
"value": "2416e1e4-f3df-cc0e-daf8-6ae308c3001f"
},
{
"checked": false,
"isOther": 0,
"text": "5折以下(不含5折)",
"value": "1c8f88ca-4b3d-9e96-11c0-fcc7706ee687"
}
],
"required": 1,
"showType": 0
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_2",
"attrName": "合同成本",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"attr": "text_24",
"attrName": "区域",
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0,
"verifyRule": ""
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_25",
"attrName": "合同毛利",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"attr": "text_25",
"attrName": "是否型号询价",
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0,
"verifyRule": ""
},
{
"accuracy": 2,
"attr": "num_3",
"attrName": "合同毛利率",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_4",
"attrName": "现金毛利",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"accuracy": 2,
"attr": "num_5",
"attrName": "现金毛利率",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"items": [],
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 6
},
{
"attr": "text_12",
"attrName": "物流编号",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 1,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 0
},
{
"attr": "creatorId",
"attrName": "创建人",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10013,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "addTime",
"attrName": "创建时间",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10014,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "updateTime",
"attrName": "更新时间",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 10015,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "button_1",
"attrName": "核销预收款",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 700001,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 8
},
{
"attr": "button_2",
"attrName": "回款单",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 700001,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 8
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_6",
"attrName": "已收金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 2
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_7",
"attrName": "未收金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 2
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_31",
"attrName": "坏账金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 2
},
{
"accuracy": 2,
"attr": "num_8",
"attrName": "收款比例",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 2
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_9",
"attrName": "开票金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 2
},
{
"accuracy": 2,
"amountFlag": 1,
"attr": "num_10",
"attrName": "未开票金额",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 2,
"integerOnly": 0,
"noRepeat": 0,
"numericalLimits": {
"max": 9007199254740991,
"min": -9007199254740991
},
"numericalLimitsFlag": 0,
"required": 0,
"showType": 2
},
{
"attr": "num_13",
"attrName": "是否用于合同统计",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 19,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "num_19",
"attrName": "是否出库完毕",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 19,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "num_20",
"attrName": "是否红冲",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 19,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "num_21",
"attrName": "是否被红冲",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 19,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "num_24",
"attrName": "待缺货",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 19,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
},
{
"attr": "num_11",
"attrName": "归档状态",
"comboType": 0,
"dateType": "yyyy-MM-dd HH:mm",
"fieldType": 19,
"items": [],
"noRepeat": 0,
"required": 0,
"showType": 6
}
]
},
"success": true
}这个是是传人销帮帮字段的说明
https://profapi.xbongbong.com/#/params?anchor=%E5%85%A5%E5%8F%82%E8%AF%B4%E6%98%8E
5：配置对应方案的传参数
根据上面返回参数说明。如果是 “required”: 1,表示参数必填
6：查询传参数说明
请查看这个文档
https://profapi.xbongbong.com/#/params?anchor=%E5%85%A5%E5%8F%82%E8%AF%B4%E6%98%8E
注意传参的数据格式
具体传参，请参考对应的接口文档。再结合字段说明。进行传参数
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