Exhibition method and device based on enterprise WeChat, storage medium and computer equipment

Abstract

The invention relates to the technical field of computers, and discloses an exhibition method and device based on enterprise WeChat, a storage medium and computer equipment, and the method can be applied to multiple business scenes such as credit service, insurance sales, wealth management and payment settlement in financial science and technology. Matching the target virtual service enterprise based on the reserved information of the broker to generate a group live code; in response to the code scanning operation, calling an enterprise WeChat API interface to create an external group, and adding an enterprise customer service account in the external group to push a customer capital form; obtaining capital reservation information and sending a friend adding request to the client; after friend adding is confirmed, the client is marked as an enterprise client, the external group is converted into an enterprise client group, and historical interaction data of the client is synchronized. According to the method, the legality and transparency of business operation are improved; in the service environment of enterprise endorsement, the service process is coherent so as to facilitate service follow-up; and the exhibition process is structured and high in efficiency, and has expansibility and reuse value.

Description

Technical Field

[0001] The present invention relates to the field of computer technology, and in particular to a business development method, device, storage medium and computer equipment based on enterprise WeChat. Background Art

[0002] More and more financial technology companies are choosing to conduct customer business through enterprise WeChat in various business scenarios to improve communication efficiency and service standardization. However, although there are similarities in the business scenarios of financial technology, there is still business diversity and product complexity when subdivided into different business areas. A large number of brokers have long been outside the corporate system as non-formal employees of the company. These brokers are unable to use the corporate identity to conduct business in compliance, resulting in efficiency bottlenecks in customer development and service management. If brokers are forced to conduct business through the WeChat of third-party companies, it is easy to cause a lack of customer trust and a fragmented experience, affecting the overall service quality.

[0003] Currently, most brokers still rely on their personal WeChat or other social media platforms to connect with clients, communicate, maintain relationships, and provide services. However, this approach requires repeated identity verification across multiple platforms and lacks unified service processes and identity identification, making it difficult to achieve consistent and professional service. From the broker's perspective, they are unable to display their business cards, access tools, and interact with clients within a centralized tool. From the client's perspective, the service experience of independent brokers and corporate employees differs significantly, lacking unified endorsement. For businesses, customer resources are dispersed among various brokers and cannot be effectively integrated into the company to form true customer assets. These issues result in a lack of unified identity authentication in the existing business development process, low customer retention rates, and low business development efficiency. Summary of the Invention

[0004] In view of this, the present application provides a business development method, device, storage medium and computer equipment based on enterprise WeChat, the main purpose of which is to solve the technical problems in the existing technology of lack of unified identity authentication in the business development process, low customer retention rate and low business development efficiency.

[0005] According to a first aspect of the present invention, a business development method based on enterprise WeChat is provided, the method comprising:

[0006] In response to an order request submitted by a broker, obtaining the broker's reservation information, matching a target virtual service enterprise based on the reservation information, and generating a group active code associated with the target virtual service enterprise;

[0007] In response to a customer scanning the group active code, the enterprise WeChat API interface is called to create an external group, and a preset enterprise customer service account is added to the external group, and the customer information reservation form is pushed to the external group through the enterprise customer service account;

[0008] Obtaining the customer's information filled out on the customer information form, and triggering the enterprise customer service account to send a friend adding request to the customer based on the information;

[0009] In response to the customer's confirmation operation on the friend adding request, the customer is marked as an enterprise customer, and the enterprise WeChat API interface is called to convert the external group into an enterprise customer group, and the customer's historical interaction data in the enterprise customer group is synchronized to the enterprise database.

[0010] Optionally, the obtaining of the broker's reserved information in response to the order request submitted by the broker includes: obtaining the broker's business record status in response to the order request submitted by the broker; when the business record status indicates that the broker is submitting an order for the first time, collecting and verifying the broker's reserved information, and storing the verified reserved information in a preset broker database; when the business record status indicates that the broker is not submitting an order for the first time, retrieving the broker's reserved information from the preset broker database.

[0011] Optionally, matching the target virtual service enterprise based on the reserved information and generating a group active code associated with the target virtual service enterprise include: obtaining the reserved information of the broker, dynamically matching in a preset virtual service enterprise pool based on the reserved information, and selecting the target virtual service enterprise, wherein the reserved information includes geographic location information and business type; calling the enterprise WeChat API interface to create upstream and downstream contact accounts for the broker, and binding the upstream and downstream contact accounts to the organizational structure of the target virtual service enterprise; obtaining the group active code associated with the target virtual service enterprise, and sending the group active code to the broker's display page for displaying to customers through the display page.

[0012] Optionally, in response to the customer scanning the group active code, the enterprise WeChat API interface is called to create an external group, and a preset enterprise customer service account is added to the external group, and the customer's information retention form is pushed in the external group through the enterprise customer service account, including: in response to the customer scanning the group active code, obtaining the enterprise WeChat user ID corresponding to the customer; calling the enterprise WeChat API interface to create an external group based on the enterprise WeChat user ID and the enterprise WeChat broker ID corresponding to the broker, wherein the external group is dominated by the target virtual service enterprise; selecting an enterprise customer service account in the enterprise customer service pool, and adding the enterprise customer service account to the external group; sending a standardized welcome message to the customer in the external group through the enterprise customer service account, and pushing a information retention form to the customer, wherein the standardized welcome message includes enterprise endorsement information, and the information retention form is used to collect basic information of the customer.

[0013] Optionally, after the corporate customer service account is triggered to send a friend adding request to the customer based on the information left, the method further includes: when the corporate customer service account fails to obtain the customer's confirmation operation for the friend adding request within a preset time, generating a reminder message and pushing it to the broker, wherein the reminder message is used to indicate that the friend adding failed.

[0014] Optionally, in response to the customer's confirmation operation on the friend adding request, the customer is marked as a corporate customer, and the enterprise WeChat API interface is called to convert the external group into a corporate customer group, including: in response to the customer's confirmation operation on the friend adding request, the customer is entered into the corporate customer management system and a customer ID is assigned, wherein the customer ID is marked as a corporate customer; calling the enterprise WeChat API interface to change the group attributes of the external group, and updating the group information based on the preset standards of the target virtual service enterprise to convert the external group into a corporate customer group, wherein the group information includes the group name, permission configuration and service tag.

[0015] Optionally, after synchronizing the historical interaction data of the customer in the enterprise customer group to the enterprise database, the method further includes: analyzing the historical interaction data using a preset decision model to obtain the user's behavioral intention, and judging the customer status based on the behavioral intention to obtain a status judgment result; based on the status judgment result, pushing a usage entrance of a preset authorization tool to the broker through the enterprise WeChat application message interface; in response to the broker's click operation on the usage entrance, generating a preset authorization link based on the enterprise WeChat API interface, and sending the preset authorization link to the enterprise customer group; in response to the customer's click operation on the preset authorization link, performing identity authentication and electronic authorization on the customer to obtain authorization information.

[0016] According to a second aspect of the present application, there is provided an enterprise WeChat-based business development device, comprising:

[0017] a group live code generation module configured to, in response to a submission of an order request by a broker, acquire reservation information of the broker, and match a target virtual service enterprise based on the reservation information, and generate a group live code associated with the target virtual service enterprise;

[0018] a deposit form pushing module configured to, in response to a code scanning operation of a customer on the group live code, call an enterprise WeChat API interface to create an external group, and add a preset enterprise customer service account to the external group, and push a customer deposit form in the external group through the enterprise customer service account;

[0019] a friend adding module configured to acquire deposit information filled by the customer on the customer deposit form, and trigger the enterprise customer service account to send a friend adding request to the customer based on the deposit information;

[0020] a customer conversion module configured to, in response to a confirmation operation of the customer on the friend adding request, mark the customer as an enterprise customer, and call an enterprise WeChat API interface to convert the external group into an enterprise customer group, and synchronize historical interaction data of the customer in the enterprise customer group to an enterprise database.

[0021] According to a third aspect of the present application, there is provided a storage medium having a computer program stored thereon, the program being executed by a processor to implement the above-mentioned enterprise WeChat-based business development method.

[0022] According to a fourth aspect of the present application, there is provided a computer device comprising a memory, a processor, and a computer program stored on the memory and executable on the processor, the processor executing the program to implement the above-mentioned enterprise WeChat-based business development method.

[0023] The present invention provides a business development method, device, storage medium and computer equipment based on enterprise WeChat. Brokers automatically match virtual service enterprises through the system and obtain legal enterprise WeChat identities to participate in business development, avoiding the regulatory risks brought by using personal WeChat or third-party platforms, and improving the legitimacy and transparency of business operations; customers are always in a service environment endorsed by the enterprise, and all communication, information retention, authorization and other behaviors are within the controllable range of the enterprise, and group chats are smoothly upgraded from external groups to enterprise customer groups, with a coherent service process, thereby enhancing customers' trust in the enterprise brand; all customer behavior data can be recorded and synchronized to the enterprise database, realizing the enterprise-based sedimentation of customer resources, avoiding customer loss in the hands of individual brokers, and facilitating subsequent precision marketing and service follow-up; using the enterprise customer service account to realize the automation of processes such as sending welcome messages, pushing information, and adding friends, reducing manual operations; the entire process from customers joining the group to finally converting into enterprise customers is highly structured and automated, and can be widely applied to industries that rely on the broker system, such as finance, insurance, and real estate, with high business development efficiency and good scalability and reuse value.

[0024] The above description is only an overview of the technical solution of the present application. In order to more clearly understand the technical means of the present application, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the present application more obvious and easy to understand, the specific implementation methods of the present application are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0025] The drawings described herein are used to provide a further understanding of the present invention and constitute a part of this application. The exemplary embodiments of the present invention and their descriptions are used to explain the present invention and do not constitute an improper limitation of the present invention. In the drawings:

[0026] Figure 1 A schematic diagram of a process for developing a business based on WeChat for Enterprise provided by an embodiment of the present invention is shown;

[0027] Figure 2 A flowchart of another business development method based on enterprise WeChat provided by an embodiment of the present invention is shown;

[0028] Figure 3 A schematic diagram of the structure of a business development device based on enterprise WeChat provided by an embodiment of the present invention is shown;

[0029] Figure 4 A schematic structural diagram of another business development device based on enterprise WeChat provided by an embodiment of the present invention is shown;

[0030] Figure 5 A schematic diagram of the structure of a computer device provided by an embodiment of the present invention is shown. DETAILED DESCRIPTION

[0031] The following describes exemplary embodiments of the present application in more detail with reference to the accompanying drawings. Although exemplary embodiments of the present application are shown in the accompanying drawings, it should be understood that the present application can be implemented in various forms and should not be limited by the embodiments set forth herein. Rather, these embodiments are provided to enable a more thorough understanding of the present application and to fully convey the scope of the present application to those skilled in the art.

[0032] It should be noted that the technical solution provided in this application is applicable to different business scenarios in the field of financial technology, especially some scenarios that require customer development and services through brokers or consultants, such as credit and loan services, banks or financial institutions provide loan products to potential customers through brokers; insurance sales, insurance companies use broker networks to promote insurance products; wealth management and investment consulting, financial management companies or private banks use consultants to customize wealth management plans for customers, etc.

[0033] The present application embodiment provides a business development method based on enterprise WeChat, such as Figure 1 As shown, the method includes the following steps:

[0034] 101. In response to an order request submitted by a broker, obtain the broker's reservation information, match a target virtual service enterprise based on the reservation information, and generate a group active code associated with the target virtual service enterprise.

[0035] Among them, brokers refer to informal employees in the financial industry who carry out customer development and service on behalf of enterprises. In theory, they are not directly affiliated with the enterprises, but in this application, they can be given a virtual identity through the system to participate in business development; order request refers to a business declaration behavior initiated by the broker, which usually indicates that there is a potential customer or customer communication is about to begin, and is the starting point for triggering subsequent automated processes; reserved information is the basic information pre-registered by the broker, including but not limited to name, contact information, region, professional qualification certificate, historical transaction record or service preference; the target virtual service enterprise is a compliant service entity temporarily assigned by the system to the broker, so that it has a legal identity to use corporate WeChat for business development. The virtual service enterprise can be an actually registered enterprise or a logical service organization. Its purpose is to avoid the compliance risks brought by the broker's use of personal WeChat; the group active code is a dynamically manageable QR code. After scanning the code, you will enter the designated corporate WeChat group;

[0036] Specifically, this application uses the broker's order-initiating action as the process start signal, extracts the broker's reserved information from the database, selects a suitable virtual enterprise entity based on the reserved information, and generates an exclusive QR code link for the virtual enterprise entity for customers to scan and join the group.

[0037] In the embodiment of the present application, the broker identity compliance issue is resolved. The broker obtains the authorized identity of the virtual service enterprise through the system and can legally use corporate WeChat to communicate with customers and conduct business, thus avoiding regulatory risks. Identity identification and service subject matching are completed automatically without manual intervention, thereby improving customer service response speed and business development efficiency.

[0038] 102. In response to the customer's scanning operation for the group active code, call the enterprise WeChat API interface to create an external group, add the preset enterprise customer service account to the external group, and push the customer information retention form in the external group through the enterprise customer service account.

[0039] Among them, the Enterprise WeChat API interface refers to a set of programming interfaces opened by the Enterprise WeChat platform, allowing developers to integrate with its system. The created external group refers to a group chat composed of enterprise members and external contacts, which is different from the internal group limited to internal employees of the enterprise; the preset enterprise customer service account refers to the official Enterprise WeChat customer service account pre-configured by the enterprise in the system. The account is usually an intelligent customer service hosted by RPA (robotic process automation), or it can be a manual customer service account. Its responsibilities include automatically sending messages, processing customer requests, and guiding customers to complete form filling. The information left in the information form is an abbreviation for leaving information, usually referring to the customer filling in basic information such as name, phone number, and address. The form can be an H5 page or a mini-program page for collecting customer information, and the push method is usually through sending links or card-style messages within the Enterprise WeChat group.

[0040] Specifically, after the customer scans the group active code generated by the broker, he / she enters the group chat that includes the customer and corporate members, which is automatically created through the corporate WeChat API interface. After that, the preset corporate customer service account is automatically pulled into the group by the system and assumes the reception role. After the group chat is established, the corporate customer service account pushes the customer information collection form to complete the initial customer file creation.

[0041] In the embodiments of the present application, customer service is standardized and automated, manual intervention is reduced, and uneven service quality due to different customer service personnel is avoided; and customers enter a corporate WeChat group endorsed by the company, rather than a personal WeChat account, which enhances customer trust and brand professionalism; the information retention form can be popped up automatically, and the customer only needs to fill it out to complete the file creation, providing basic data support for subsequent services, customer portraits, and AI recommendations; in addition, customers can also bind their broker identity by scanning the code to clarify the service ownership, so that subsequent customer behavior can be tracked and the service process can be audited, which is convenient for enterprise management; the company's customer service account is usually hosted by RPA and can serve multiple customer groups at the same time, greatly reducing the pressure on manual customer service, reducing labor costs, and improving business development efficiency.

[0042] 103. Obtain the information filled in the customer information form by the customer, and trigger the enterprise customer service account to send a friend adding request to the customer based on the information.

[0043] The information filled in the customer information form by the customer is recorded by the system and used for subsequent customer portrait construction, service strategy formulation and customer management; the friend adding request refers to the request initiated by the enterprise customer service account to the customer to add as a friend, and after the request is successfully passed, the customer becomes an external contact in the enterprise WeChat, facilitating subsequent private chat communication and precise touch.

[0044] Specifically, the system identifies that the customer has completed the form filling behavior, and extracts the information submitted by the customer. Further, the system determines whether the submitted information meets the triggering condition, such as complete customer filling, compliance with target group label, no repeated addition, etc. After successful triggering, the enterprise WeChat API interface is called, and the enterprise customer service account automatically initiates a friend request to the customer. After that, all operation data is synchronized to the background database.

[0045] In the embodiment of the application, the friend adding request is sent to the customer to facilitate subsequent one-on-one communication, personalized recommendation, customer maintenance, etc.; the friend request is automatically triggered by the system without human intervention, realizing the automation of the whole process of customer screening, adding friends, and information archiving, greatly reducing the labor cost; all friend adding behaviors have traces, which facilitates auditing and supervision, and avoids the leakage of customer privacy caused by the use of personal WeChat by the broker.

[0046] 104. In response to the confirmation operation of the customer to the friend adding request, the customer is marked as an enterprise customer, and the enterprise WeChat API interface is called to convert the external group into an enterprise customer group, and the historical interaction data of the customer in the enterprise customer group is synchronized to the enterprise database.

[0047] After the customer confirms to add the enterprise customer service account as a friend, the identity status of the customer is updated from visitor or potential customer to enterprise customer, which usually includes customer tag update, CRM system (customer management system) record change, customer life cycle stage promotion, etc. The enterprise WeChat API interface is called to convert the external group into an enterprise customer group, wherein the external group is a group chat composed of enterprise members and external contacts, and the enterprise customer group is a dedicated service group after identity confirmation, which only retains necessary members. The conversion process is realized by calling the enterprise WeChat API interface, ensuring that the group chat information is not lost and the service continuity is not affected. The historical interaction data includes all interaction data such as customer scanning code to join the group, filling in the customer information form, adding friend application, chat record, behavior track, etc. which are synchronized to the enterprise database for subsequent analysis and service optimization.

[0048] In the embodiment of the present application, once a customer accepts a friend request, he or she will be regarded as a high-intent customer, which is convenient for subsequent follow-up, helps to build a clear customer life cycle model, and improves marketing efficiency; after the external group is upgraded to a customer-exclusive group, the service is more focused and efficient, avoids interference from irrelevant personnel, and improves customer experience; all customer behavior data are recorded and synchronized to the enterprise database to realize centralized management of customer resources, prevent customer loss in the hands of individual brokers, and promote the corporate sedimentation of customer assets; the synchronized historical interaction data can be used for customer portrait construction, behavior prediction, product recommendation, etc., to improve the company's understanding of customer needs and service response speed.

[0049] The present invention provides a business development method, device, storage medium and computer equipment based on enterprise WeChat. Brokers automatically match virtual service enterprises through the system and obtain legal enterprise WeChat identities to participate in business development, avoiding the regulatory risks brought by using personal WeChat or third-party platforms, and improving the legitimacy and transparency of business operations; customers are always in a service environment endorsed by the enterprise, and all communication, information retention, authorization and other behaviors are within the controllable range of the enterprise, and group chats are smoothly upgraded from external groups to enterprise customer groups, with a coherent service process, thereby enhancing customers' trust in the enterprise brand; all customer behavior data can be recorded and synchronized to the enterprise database, realizing the enterprise-based sedimentation of customer resources, avoiding customer loss in the hands of individual brokers, and facilitating subsequent precision marketing and service follow-up; using the enterprise customer service account to realize the automation of processes such as sending welcome messages, pushing information, and adding friends, reducing manual operations; the entire process from customers joining the group to finally converting into enterprise customers is highly structured and automated, and can be widely applied to industries that rely on the broker system, such as finance, insurance, and real estate, with high business development efficiency and good scalability and reuse value.

[0050] This application embodiment provides another business development method based on enterprise WeChat, such as Figure 2 As shown, the method includes the following steps:

[0051] 201. In response to an order request submitted by a broker, obtain the broker's reservation information.

[0052] Among them, in response to the order request submitted by the broker, the broker's business record status is obtained; when the business record status indicates that the broker is submitting an order for the first time, the broker's reserved information is collected and verified, and the verified reserved information is stored in a preset broker database; when the business record status indicates that the broker is not submitting an order for the first time, the broker's reserved information is retrieved from the preset broker database.

[0053] Specifically, when a broker submits an order request through an H5 page or mini program, the system will first confirm the broker's business record status to find out whether it is the first time to place an order. If it is the first time to place an order, the broker's reserved information needs to be collected in advance and verified, and then saved to the broker's database after verification. If it is not the first time to place an order, the reserved information can be directly retrieved from the broker's database.

[0054] In the embodiment of the present application, the system can intelligently judge the broker's historical business record and build a clear broker management system. When the broker is not placing an order for the first time, there is no need to fill in the information repeatedly, which greatly improves the utilization efficiency. The information of the broker who places an order for the first time is verified to ensure that he has legal business qualifications, avoid risks such as false identity and repeated registration, and enhance the credibility of the platform. After all broker information is managed in a unified manner, the system can accurately match virtual service companies according to attributes such as region and business type in the broker's reserved information.

[0055] 202. Match the target virtual service enterprise based on the reserved information and generate a group active code associated with the target virtual service enterprise.

[0056] Among them, the broker's reservation information is obtained, and dynamic matching is performed in the preset virtual service enterprise pool based on the reservation information to select the target virtual service enterprise, where the reservation information includes geographic location information and business type; the enterprise WeChat API interface is called to create upstream and downstream contact accounts for the broker, and the upstream and downstream contact accounts are bound to the organizational structure of the target virtual service enterprise; the group active code associated with the target virtual service enterprise is obtained, and the group active code is sent to the broker's display page for display to customers through the display page.

[0057] Specifically, after obtaining the broker's reserved information, such as geographic location, business type, etc., the virtual service enterprise pool is queried, and the target virtual service enterprise is selected according to the most recent unrestricted principle, such as the company's remaining quota, regional matching, etc., and then the enterprise WeChat API interface is called to create upstream and downstream contact identities for the broker, and bind them to the target virtual service enterprise, and generate an enterprise WeChat group active code with parameters. The group active code is associated with the broker's ID and the ID of the target virtual service enterprise, and then the group active code is sent to the broker via SMS or link for display to customers.

[0058] In the embodiment of the present application, by dynamically assigning a target virtual service enterprise to the broker, so that the broker has a legal corporate WeChat identity, the broker can conduct business under the corporate WeChat system and avoid the regulatory risks brought by using personal WeChat. The virtual service enterprise pool supports flexible configuration and can dynamically select the most suitable entity according to different regions and business types; the system automatically completes the matching of virtual service enterprises based on the broker's reserved information, reducing manual review and configuration costs, and improving the response speed of the business development process. The matching logic is extensible, and AI models can be further introduced for more accurate recommendations; by calling the corporate WeChat API interface, upstream and downstream contact accounts are created for the broker, and they are bound to the organizational structure of the virtual enterprise, ensuring that their identity in the corporate WeChat system is clear and their permissions are controllable, which facilitates subsequent group chat creation, message push, customer attribution and other operations.

[0059] 203. In response to the customer scanning the group active code, the enterprise WeChat API interface is called to create an external group, and the preset enterprise customer service account is added to the external group, and the customer information retention form is pushed in the external group through the enterprise customer service account.

[0060] Among them, in response to the customer's scanning operation on the group active code, the corporate WeChat user ID corresponding to the customer is obtained; the corporate WeChat API interface is called, and an external group is created based on the corporate WeChat user ID and the corporate WeChat broker ID corresponding to the broker, wherein the external group is dominated by the target virtual service enterprise; the corporate customer service account is selected in the corporate customer service pool, and the corporate customer service account is added to the external group; a standardized welcome message is sent to the customer in the external group through the corporate customer service account, and a retention form is pushed to the customer, wherein the standardized welcome message includes corporate endorsement information, and the retention form is used to collect basic customer information.

[0061] Specifically, after the customer scans the group active code, the system creates an external group through the enterprise WeChat API interface, which specifically includes customers and brokers, and allocates an enterprise customer service account from the enterprise customer service pool to the external group. The enterprise customer service account is automatically controlled based on RPA. The enterprise customer service account will automatically send a standardized welcome message with corporate endorsement information, and push the information form to the external group. The information form link is bound to the customer ID and the external group ID.

[0062] In the embodiment of the present application, the system automatically creates an external group and adds a customer service account after the customer scans the code, without manual intervention; the external group is led by the target virtual service enterprise, making the customer perceive the official service of the enterprise; the standardized welcome speech contains the endorsement information of the enterprise, such as the company name and service commitment, thereby improving the customer's trust in the service; the system automatically pushes a customer information form, and the customer can complete the filing after filling out the form, thereby improving the success rate of customer conversion from contact to conversion; the enterprise customer service account is operated with the assistance of RPA or AI, which can realize functions such as automatic message sending, problem identification, and tool recommendation, thereby reducing labor costs.

[0063] 204. Obtain the customer information filled in by the customer on the customer information form, and trigger the enterprise customer service account to send a friend adding request to the customer based on the customer information.

[0064] In the embodiment of the present application, after obtaining the customer information filled in by the customer, the enterprise customer service account sends a friend adding request to the customer, which is consistent with step 103, and will not be described in detail here.

[0065] 205. When the enterprise customer service account fails to obtain the confirmation operation of the customer on the friend adding request within a preset time, a reminder message is generated and pushed to the broker, wherein the reminder message is used to indicate that the friend adding fails.

[0066] In the embodiment of the present application, when the customer does not respond to the friend request in time, the system actively identifies and notifies the broker, avoiding service interruption or customer loss, and building a complete process closed loop from triggering the request, waiting for confirmation to timeout feedback; when the system determines that the customer does not pass the friend request, the broker is automatically reminded for manual intervention, and the reminder content can include customer information summary, such as name, scanning time, form content, etc., so as to facilitate the broker to quickly locate and follow up, reduce the customer silent loss caused by the failure of the automatic process, and the system reminds the broker to reach out again, which is helpful to recover potential customers and improve the overall conversion rate.

[0067] 206. In response to the confirmation operation of the customer on the friend adding request, the customer is marked as an enterprise customer, and an enterprise WeChat API interface is called to convert the external group into an enterprise customer group, and the historical interaction data of the customer in the enterprise customer group is synchronized to the enterprise database.

[0068] In response to the confirmation operation of the customer on the friend adding request, the customer is entered into the enterprise customer management system and assigned a customer ID, wherein the customer ID is marked as an enterprise customer; an enterprise WeChat API interface is called to change the group attribute of the external group, and the group information is updated based on the preset standard of the target virtual service enterprise, so as to convert the external group into an enterprise customer group, wherein the group information includes the group name, the permission configuration and the service label.

[0069] Specifically, after the customer confirms the addition of a friend, the friend will be officially entered into the CRM system and marked as a corporate customer in the customer pool. At the same time, the enterprise WeChat API interface will be called to upgrade the original external group to an exclusive corporate customer group. By updating group information such as the group name, permission configuration, and service tags, it will be more in line with the corporate service scenario. Only necessary members will be retained in the group, and non-core roles will be eliminated to improve communication efficiency and service quality.

[0070] In the embodiment of the present application, a complete conversion path for customer identity is realized, that is, the entire process from scanning the code to join the group, filling in information, accepting friends, and becoming a corporate customer is clear and traceable, and all behavioral data are recorded to facilitate subsequent customer portrait construction and behavior prediction. All customer interactions occur within the enterprise WeChat system, and after the external group is upgraded to the corporate customer group, the service is more focused and security is more guaranteed.

[0071] 207. Obtain customer authorization information based on historical interaction data.

[0072] Among them, the preset decision model is used to analyze the historical interaction data to obtain the user's behavioral intention, and the customer status is judged based on the behavioral intention to obtain the status judgment result; based on the status judgment result, the usage entrance of the preset authorization tool is pushed to the broker through the enterprise WeChat application message interface; in response to the broker's click operation on the usage entrance, a preset authorization link is generated based on the enterprise WeChat API interface, and the preset authorization link is sent to the enterprise customer group; in response to the customer's click operation on the preset authorization link, the customer is authenticated and electronically authorized to obtain authorization information.

[0073] In the embodiment of the present application, the chat records, information filling content of the reservation form, friend adding behavior, etc. of the customer in the enterprise WeChat group are all historical interaction data. A decision model for analyzing the user's behavioral intention is trained through conventional technical means such as NLP natural language processing and behavior trajectory analysis, and then the user's behavioral intention and the user's status are determined to obtain the status judgment result, such as potential customers, customers with reservations, customers in the credit preparation stage, and customers in the contract stage. Then, based on the status judgment result, the use entrance of the preset authorization tool is pushed to the broker through the enterprise WeChat application message interface. For example, when a customer is determined to be a credit preparation customer, the system automatically triggers the tool recommendation mechanism and calls the enterprise WeChat. Credit API interface, sends a message to the corresponding broker's corporate WeChat account, including a quick entrance to the credit authorization tool. The tool entrance can be a button or a card link, which can be called to call the corresponding function by clicking it. After the broker clicks it, the system automatically generates a standardized electronic authorization link for credit authorization. The link is pushed to the customer's corporate customer group through the enterprise WeChat API interface. The customer does not need to jump to other platforms and can complete the operation directly in the group, improving user experience and conversion efficiency. After the customer clicks the link, he enters the identity verification page. After completing the verification, the customer signs the electronic authorization agreement, and the authorization information is sent back to the risk control system, order system or CRM system to complete the credit process closed loop.

[0074] The business development method based on WeChat for Business provided in this application can be applied to various business scenarios in the field of financial technology. Taking credit and loan services as an example, brokers use WeChat for Business to generate a group active code to invite customers to join the group and push loan application forms. The system automatically identifies whether the customer is interested in a specific loan product based on the information filled out by the customer and the interaction record, and triggers the corresponding tools, such as credit inquiry and credit limit estimation. The customer clicks on the authorization link to complete the electronic authorization, submits the credit report, and accelerates the approval process. Taking insurance sales as an example, brokers use the system to provide customers with exclusive group chats, send insurance product introductions and insurance forms, and AI models analyze customer questions, such as major disease insurance, and automatically recommend relevant product information or health questionnaires. Customers complete identity verification and electronic signatures online, simplifying the insurance process and improving conversion rates. Therefore, the technical solution provided in this application can significantly improve the efficiency, accuracy and customer experience of financial services, while ensuring data security and compliance. It is not only suitable for the financial industry, but also has good scalability and reusability, and can be widely used in other industries that rely on brokers or consultant models.

[0075] Further, as Figure 1 The specific implementation of the method, the embodiment of the present application provides a business development device based on enterprise WeChat, such as Figure 3 As shown, the device includes: a group activity code generation module 301, a leaving information form push module 302, a friend adding module 303 and a customer conversion module 304.

[0076] The group live code generation module 301 is configured to, in response to a submission request of a broker, acquire reservation information of the broker, and match a target virtual service enterprise based on the reservation information, and generate a group live code associated with the target virtual service enterprise;

[0077] The fund reservation form pushing module 302 is configured to, in response to a code scanning operation of a customer on the group live code, call an enterprise WeChat API interface to create an external group, add a preset enterprise customer service account to the external group, and push a customer fund reservation form in the external group through the enterprise customer service account;

[0078] The friend adding module 303 is configured to acquire fund reservation information filled by the customer on the customer fund reservation form, and trigger the enterprise customer service account to send a friend adding request to the customer based on the fund reservation information;

[0079] The customer conversion module 304 is configured to, in response to a confirmation operation of the customer on the friend adding request, mark the customer as an enterprise customer, and call an enterprise WeChat API interface to convert the external group into an enterprise customer group, and synchronize historical interaction data of the customer in the enterprise customer group to an enterprise database.

[0080] In a specific application scenario, the group live code generation module 301 can be specifically configured to, in response to a submission request of a broker, acquire an exhibition record state of the broker; when the exhibition record state indicates that the broker is a first-time submitter, collect and verify reservation information of the broker, and store the verified reservation information to a preset broker database; when the exhibition record state indicates that the broker is a non-first-time submitter, retrieve the reservation information of the broker in the preset broker database.

[0081] In a specific application scenario, the group live code generation module 301 can be specifically configured to acquire reservation information of a broker, and perform dynamic matching in a preset virtual service enterprise pool based on the reservation information, and select a target virtual service enterprise, wherein the reservation information includes geographic location information and business type; call an enterprise WeChat API interface to create an upstream and downstream contact account for the broker, and bind the upstream and downstream contact account to an organizational structure of the target virtual service enterprise; acquire a group live code associated with the target virtual service enterprise, and send the group live code to a display page of the broker, so as to display the group live code to a customer through the display page.

[0082] In a specific application scenario, the information retention form push module 302 can be specifically used to respond to the customer's scanning operation for the group active code, obtain the customer's corresponding corporate WeChat user ID; call the corporate WeChat API interface, and create an external group based on the corporate WeChat user ID and the corporate WeChat broker ID corresponding to the broker, wherein the external group is dominated by the target virtual service enterprise; select the corporate customer service account in the corporate customer service pool, and add the corporate customer service account to the external group; send a standardized welcome message to the customer in the external group through the corporate customer service account, and push the information retention form to the customer, wherein the standardized welcome message includes corporate endorsement information, and the information retention form is used to collect the customer's basic information.

[0083] In a specific application scenario, the friend adding module 303 can be used to generate a reminder message and push it to the broker when the enterprise customer service account fails to obtain the customer's confirmation operation for the friend adding request within a preset time, wherein the reminder message is used to indicate that the friend adding failed.

[0084] In a specific application scenario, the customer conversion module 304 can be used to respond to the customer's confirmation operation on the friend adding request, enter the customer into the enterprise customer management system and assign a customer ID, wherein the customer ID is marked as an enterprise customer; call the enterprise WeChat API interface to change the group attributes of the external group, and update the group information based on the preset standards of the target virtual service enterprise to convert the external group into an enterprise customer group, wherein the group information includes the group name, permission configuration and service tag.

[0085] In a specific application scenario, the device also includes an authorization information acquisition module 305, which can be used to analyze historical interaction data using a preset decision model to obtain the user's behavioral intention, and determine the customer status based on the behavioral intention to obtain a status determination result; based on the status determination result, push the usage entrance of the preset authorization tool to the broker through the enterprise WeChat application message interface; in response to the broker's click operation on the usage entrance, generate a preset authorization link based on the enterprise WeChat API interface, and send the preset authorization link to the enterprise customer group; in response to the customer's click operation on the preset authorization link, authenticate the customer and electronically authorize the customer to obtain authorization information.

[0086] It should be noted that for other corresponding descriptions of the functional units involved in the enterprise WeChat-based business development device provided in this embodiment, please refer to Figure 1 and Figure 2 The corresponding description in will not be repeated here.

[0087] Based on the above Figure 1 The method shown, accordingly, this embodiment also provides a storage medium, on which a computer program is stored, and when the program is executed by a processor, the above-mentioned business development method based on enterprise WeChat is implemented.

[0088] Based on this understanding, the technical solution of the present application can be embodied in the form of a software product. The software product to be identified can be stored in a non-volatile storage medium (which can be a CD-ROM, USB flash drive, mobile hard disk, etc.), including a number of instructions to enable a computer device (which can be a personal computer, server, or network device, etc.) to execute the business development method based on enterprise WeChat in various implementation scenarios of the present application.

[0089] Based on the above Figure 1 and Figure 2 The method shown, and Figure 3 and Figure 4 In order to achieve the above-mentioned purpose, the embodiment of the business development device based on enterprise WeChat shown in FIG. Figure 5 As shown, this embodiment also provides a physical device for business development based on WeChat for Business. The device includes a communication bus, a processor, a memory, and a communication interface. It may also include an input / output interface and a display device. The various functional units can communicate with each other via the bus. The memory stores a computer program, and the processor is configured to execute the program stored in the memory and perform the business development method based on WeChat for Business described in the above embodiment.

[0090] Optionally, the physical device may further include a user interface, a network interface, a camera, a radio frequency (RF) circuit, a sensor, an audio circuit, a Wi-Fi module, etc. The user interface may include a display, an input unit such as a keyboard, etc., and the optional user interface may also include a USB interface, a card reader interface, etc. The network interface may optionally include a standard wired interface, a wireless interface (such as a Wi-Fi interface), etc.

[0091] Those skilled in the art will understand that the physical equipment structure for business development based on WeChat for Business provided in this embodiment does not constitute a limitation on the physical equipment, and may include more or fewer components, or a combination of certain components, or different component arrangements.

[0092] The storage medium may also include an operating system and a network communication module. The operating system is a program that manages the physical device hardware and the software resources to be identified, supporting the execution of the information processing program and other software and / or programs to be identified. The network communication module is used to enable communication between components within the storage medium and with other hardware and software in the physical information processing device.

[0093] Through the description of the above implementation methods, it can be clearly understood by those skilled in the art that this application can be implemented by means of software plus the necessary general hardware platform, or by hardware. By applying the technical solution of this application, brokers can automatically match virtual service enterprises through the system, obtain legal corporate WeChat identities to participate in business development, avoid the regulatory risks brought by using personal WeChat or third-party platforms, and improve the legitimacy and transparency of business operations; customers are always in a service environment endorsed by the enterprise, and all communication, information retention, authorization and other behaviors are within the controllable range of the enterprise, and group chats are smoothly upgraded from external groups to corporate customer groups, with a coherent service process, which enhances customers' trust in the corporate brand; all customer behavior data can be recorded and synchronized to the enterprise database, realizing the corporate sedimentation of customer resources, avoiding customer loss in the hands of individual brokers, and facilitating subsequent precision marketing and service follow-up; using the enterprise customer service account to realize the automation of processes such as sending welcome messages, information push, and adding friends, reducing manual operations; the entire process from customer joining the group to final conversion into corporate customers is highly structured and automated, which can be widely applied to industries that rely on the broker system, such as finance, insurance, and real estate, with high business efficiency and good scalability and reuse value.

[0094] Those skilled in the art will understand that the accompanying drawings are only schematic diagrams of a preferred implementation scenario, and the modules or processes in the accompanying drawings are not necessarily required to implement the present application. Those skilled in the art will understand that the modules in the devices in the implementation scenario can be distributed in the devices of the implementation scenario according to the implementation scenario description, or can be changed accordingly and located in one or more devices different from the implementation scenario. The modules of the above-mentioned implementation scenario can be combined into one module, or can be further split into multiple sub-modules.

[0095] The serial numbers of the above application are for descriptive purposes only and do not represent the advantages or disadvantages of the implementation scenarios. The above disclosure only discloses several specific implementation scenarios of the present application, but the present application is not limited thereto. Any changes that can be conceived by those skilled in the art should fall within the scope of protection of the present application.

Claims

1. A business development method based on enterprise WeChat, characterized in that: The method comprises: In response to an order request submitted by a broker, obtaining the broker's reservation information, matching a target virtual service enterprise based on the reservation information, and generating a group active code associated with the target virtual service enterprise; In response to a customer scanning the group active code, the enterprise WeChat API interface is called to create an external group, and a preset enterprise customer service account is added to the external group, and the customer information reservation form is pushed to the external group through the enterprise customer service account; Obtaining the customer's information filled out on the customer information form, and triggering the enterprise customer service account to send a friend adding request to the customer based on the information; In response to the customer's confirmation operation on the friend adding request, the customer is marked as an enterprise customer, and the enterprise WeChat API interface is called to convert the external group into an enterprise customer group, and the customer's historical interaction data in the enterprise customer group is synchronized to the enterprise database.

2. The method according to claim 1, characterized in that The step of obtaining the broker's reservation information in response to the order request submitted by the broker includes: Responding to an order request submitted by a broker, obtaining the broker's business record status; When the business record status indicates that the broker is placing an order for the first time, collecting and verifying the broker's reservation information, and storing the verified reservation information in a preset broker database; When the business record status indicates that the broker is not placing an order for the first time, the reserved information of the broker is retrieved from a preset broker database.

3. The method according to claim 1, characterized in that The matching of the target virtual service enterprise based on the reserved information and generating a group active code associated with the target virtual service enterprise includes: Obtaining the broker's reservation information, and performing dynamic matching in a preset virtual service enterprise pool based on the reservation information to select a target virtual service enterprise, wherein the reservation information includes geographic location information and business type; Calling the WeChat Enterprise API interface to create upstream and downstream contact accounts for the broker, and binding the upstream and downstream contact accounts to the organizational structure of the target virtual service enterprise; A group activation code associated with the target virtual service enterprise is obtained, and the group activation code is sent to the broker's display page so as to be displayed to the customer through the display page.

4. The method according to claim 1, wherein In response to a customer scanning the group active code, calling the enterprise WeChat API interface to create an external group, adding a preset enterprise customer service account to the external group, and pushing the customer information reservation form in the external group through the enterprise customer service account, including: In response to a customer scanning the group active code, obtaining a WeChat enterprise user ID corresponding to the customer; Calling the WeChat Enterprise API interface to create an external group based on the WeChat Enterprise user ID and the WeChat Enterprise broker ID corresponding to the broker, wherein the external group is led by the target virtual service enterprise; Selecting an enterprise customer service account from the enterprise customer service pool, and adding the enterprise customer service account to the external group; A standardized welcome message is sent to the customer in the external group through the enterprise customer service account, and a reservation form is pushed to the customer, wherein the standardized welcome message includes enterprise endorsement information, and the reservation form is used to collect basic information of the customer.

5. The method according to claim 1, wherein After triggering the enterprise customer service account to send a friend adding request to the customer based on the information left, the method further includes: When the enterprise customer service account fails to obtain the customer's confirmation operation for the friend adding request within a preset time, a reminder message is generated and pushed to the broker, wherein the reminder message is used to indicate that the friend adding failed.

6. The method according to claim 1, characterized in that In response to the customer's confirmation operation on the friend adding request, marking the customer as an enterprise customer, and calling the enterprise WeChat API interface to convert the external group into an enterprise customer group, including: In response to the customer's confirmation operation on the friend adding request, entering the customer into the enterprise customer management system and assigning a customer ID, wherein the customer ID is marked as an enterprise customer; Call the enterprise WeChat API interface to change the group attributes of the external group, and update the group information based on the preset standards of the target virtual service enterprise to convert the external group into an enterprise customer group, wherein the group information includes the group name, permission configuration and service tag.

7. The method according to claim 1, characterized in that After synchronizing the historical interaction data of the customer in the enterprise customer group to the enterprise database, the method further includes: Analyze the historical interaction data using a preset decision model to obtain the user's behavioral intention, and determine the customer status based on the behavioral intention to obtain a status determination result; Based on the status determination result, push the usage entry of the preset authorization tool to the broker through the enterprise WeChat application message interface; In response to the broker's click operation on the usage portal, generating a preset authorization link based on the enterprise WeChat API interface, and sending the preset authorization link to the enterprise customer group; In response to the customer's click operation on the preset authorization link, the customer is authenticated and electronically authorized to obtain authorization information.

8. A business development device based on enterprise WeChat, characterized in that: The device comprises: a group active code generating module, configured to, in response to an order request submitted by a broker, obtain the broker's reservation information, match a target virtual service enterprise based on the reservation information, and generate a group active code associated with the target virtual service enterprise; The information form push module is used to call the enterprise WeChat API interface to create an external group in response to the customer's scanning operation of the group active code, and add the preset enterprise customer service account to the external group, and push the customer information form in the external group through the enterprise customer service account; A friend adding module is used to obtain the information left by the customer on the customer information leaving form, and trigger the enterprise customer service account to send a friend adding request to the customer based on the information left; The customer conversion module is used to respond to the customer's confirmation operation on the friend adding request, mark the customer as an enterprise customer, call the enterprise WeChat API interface to convert the external group into an enterprise customer group, and synchronize the customer's historical interaction data in the enterprise customer group to the enterprise database.

9. A storage medium having a computer program stored thereon, characterized in that: When the computer program is executed by a processor, the steps of the method according to any one of claims 1 to 7 are implemented.

10. A computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein: When the computer program is executed by a processor, the steps of the method according to any one of claims 1 to 7 are implemented.

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