A dual-person collaborative intelligent service scheduling and production-sales-R&D closed-loop system and method for new energy vehicle companies' overseas lightweight export.

Abstract

This invention discloses a dual-person collaborative intelligent service scheduling and production-sales-research closed-loop system and method for new energy vehicle companies' overseas lightweight export, which belongs to the digital operation technology of the automotive industry. This invention addresses the pain points of general CRM and team sales tools, which offer only single-point functionality and are incompatible with the overseas expansion of automakers. It proposes for the first time a two-tiered, four-level sales rating system combining monthly quantified scoring and quarterly review; mandatory high-low level duo-teaming; tiered service for millions of orders; balanced load balancing; multi-dimensional weighted team recommendations; closed-loop customer binding and isolation; and an integrated digital solution for cross-border data compliance. It fully discloses all algorithm formulas, indicator normalization rules, and customer contact compliance boundaries. The cloud uses HTTPS+WebSocket for real-time interaction with the terminal. Ordinary customers are randomly and evenly assigned orders, while millions of customers can autonomously choose the best duo-team. Once a customer is bound, other sales personnel are isolated from proactive marketing, and the binding is automatically unbound after 7 days. It is complemented by overseas compliant customer delivery, 7-day dual-line after-sales service, closed-loop production, sales, and R&D data, flexible on-demand production capacity, globally standardized templates, and a complete cycle risk control chain. This effectively improves industry problems such as traditional heavy asset losses, frequent changes in sales levels due to short-term performance fluctuations, slow growth of new overseas team members, multiple customer harassments, and insufficient vehicle model compatibility. It is suitable for the standardized, lightweight global overseas expansion operations of emerging automakers such as NIO, Li Auto, and Xiaomi.

Description

Technical Field

[0001] This invention relates to the fields of intelligent vehicle digital operation, overseas automaker customer service scheduling, and production and sales data collaboration. It is particularly applicable to the full-chain digital management and control scenarios of emerging intelligent vehicle companies such as NIO, Li Auto, and Xiaomi in their overseas lightweight export. It is a customized operation and scheduling technology exclusive to the automotive industry, which is different from general e-commerce, CRM, and traditional sales management technologies. Background Technology

[0002] Currently, domestic new energy vehicle companies going global fall into two traditional models:

[0003] 1. Traditional asset-heavy overseas expansion model: This involves establishing factories overseas and setting up large-scale offline stores, relying on hardware specifications and low-price competition to seize the market. It suffers from three major technical pain points: lack of order data to predict production capacity, resulting in idle production lines and depreciation losses; fragmented sales and after-sales data, making it impossible to simultaneously address overseas user pain points in domestic R&D; and weak customer reception capabilities due to single-person sales staff, with staff turnover leading to service gaps and customer loss.

[0004] 2. Conventional asset-light overseas expansion model: This model simply exports vehicles without a standardized, digitalized pre-sales and after-sales collaborative system. It suffers from multiple technical deficiencies related to compliance, service, and iteration.

[0005] (1) There are significant differences in traffic and anti-unfair competition regulations in various countries overseas. Manually sending customers to competitor stores can easily result in parking tickets and complaints from competitors. There is no automated compliance judgment mechanism.

[0006] (2) A single salesperson in the pre-sales department is responsible for reception, calculation, answering questions and picking up and dropping off, which has a limit to their energy. Service is disrupted when multiple customers come to the store at the same time or when multiple family members accompany them. There is no buffer mechanism between sales and after-sales, and the customer questioning link is broken after the vehicle is delivered.

[0007] (3) Front-end sales demand and back-end maintenance fault data are stored in a scattered manner and cannot be automatically fed back to the R&D end, resulting in extremely low efficiency of localized adaptation and iteration of vehicle models;

[0008] (4) There is no standardized market segmentation replication engine. The high-end Europe and America, incremental Southeast Asia, and distributor-led Latin America share the same service process, resulting in high operating costs and inconsistent brand tone.

[0009] (5) The existing sales dispatch system only randomly assigns two people to partners and lacks a sales level stratification mechanism; there is no level-based access control for customers, and all customers can choose high-level sales, resulting in an imbalance in order allocation; the system does not have a mandatory pairing of senior and junior sales, which easily leads to problems such as newcomers being paired with other newcomers and high-end customers clustering with senior sales, resulting in slow growth for newcomers.

[0010] (6) The existing dispatch system lacks a single-person reception authority control mechanism. Sales staff of any level can receive customers alone. When silver and bronze new staff receive customers alone, there is a high risk of insufficient response and service gaps. There is a lack of a special application and approval mechanism for tiered single-person service.

[0011] (7) The existing order identification and collection methods are too simple, lacking collaborative input from both customers and sales and order type identification algorithms, resulting in distorted production capacity statistics and misjudgment of overseas production line planning;

[0012] (8) Existing appointment orders lack hierarchical allocation logic. When making appointments manually entered for temporary visits to the store, they cannot be automatically bound to a two-person group, resulting in chaotic order attribution and unclear performance statistics.

[0013] (9) There is no hierarchical authorization isolation mechanism for order amount. Ordinary low-priced customers can freely select high-level sales, resulting in order overload for top groups; there is a lack of intelligent recommendation algorithm based on the comprehensive score of two-person groups with a transaction threshold of 1 million yuan.

[0014] (10) Lack of customer binding and isolation management mechanism, the same customer can be contacted privately by multiple groups of two people at the same time, internal poaching of customers, multiple harassment of customers, poor customer experience, and chaotic customer management of the team.

[0015] Meanwhile, existing general CRM customer protection, team sales, and order tiering business tools have obvious shortcomings in adaptability: traditional CRM only supports single-person customer binding, without the constraint of two-person team formation or automatic unbinding during the after-sales cycle; general team sales tools allow same-level team formation, but lack mandatory rules for referrals; the ordinary amount tiering function is only an independent single-point function and has not been combined with the entire operation system of car companies overseas without heavy assets, cross-border compliance, flexible production capacity, and production, sales and R&D linkage. Existing technologies have failed to provide a systematic solution to the above-mentioned pain points.

[0016] Existing technologies lack a four-tiered sales digital quantitative rating system, a dual-layer stability mechanism of monthly rating and quarterly review, customer tiered access control (with a threshold of 1 million yuan), a load balancing random order assignment algorithm, a dual-weighted comprehensive recommendation algorithm for high-net-worth customers, mandatory high-low matching of existing customers and new customers, tiered single-person service access control, a closed-loop system for binding and isolating car company-specific customers, accurate identification of orders from both customer and sales ends, hierarchical allocation of orders, compliant door-to-door pick-up and drop-off by two people, a 7-day automatic unbinding transition period, an order-driven flexible production capacity algorithm, a closed-loop system for production, sales and R&D data, a global market tiered template, dual-cycle intelligence, and an integrated proprietary technical solution for overseas data compliance modules. Summary of the Invention

[0017] (1) The technical problem to be solved by the present invention

[0018] 1. Low efficiency of individual sales staff and staff absences lead to customer service interruptions and customer loss;

[0019] 2. Overseas regulations differ greatly, and passengers who drop off passengers are prone to fines and complaints of unfair competition, with no differentiated compliance mechanisms;

[0020] 3. There is no smooth transition between pre-sales and after-sales services; there is no unified channel for customer inquiries after vehicle delivery, resulting in a broken service chain.

[0021] 4. Customer and maintenance data are fragmented, resulting in slow localization and iteration of vehicle models and a lack of a closed-loop production, sales, and R&D system;

[0022] 5. Blindly building factories in advance leads to large financial losses due to distorted order forecasts, and there is no flexible capacity control algorithm;

[0023] 6. Sales lack quantifiable grading standards, and the scoring is based on a single monthly evaluation, which is easily affected by short-term performance fluctuations. Frequent changes in grading affect the stability of permissions and offline identification. There is no mandatory team formation rule for experienced employees to mentor new employees, making it difficult to retain new employees and slowing their growth.

[0024] 7. There is no tiered control over individual sales staff's reception authority, making it risky for new staff to handle receptions independently;

[0025] 8. The lack of an accurate order classification mechanism leads to confusion between letters of intent and completed orders, resulting in distorted production capacity data;

[0026] 9. The attribution of official orders and temporary offline orders is unclear, resulting in ambiguous performance statistics;

[0027] 10. The ability to filter high-end sales among all clients leads to polarized order allocation and unbalanced team development;

[0028] 11. The service system is not differentiated between high-end and low-end customer groups, resulting in insufficient experience for high-end customers and uneven traffic for ordinary customers;

[0029] 12. There is no dedicated customer isolation mechanism for car manufacturers; internal sales staff poach and harass customers.

[0030] 13. Traditional CRM and team management tools only offer single-point functions and cannot meet the comprehensive systemic operational needs of car companies going global.

[0031] (2) Complete technical solution of the present invention

[0032] Option A: A dual-person collaborative intelligent service dispatch system for new energy vehicle companies' overseas lightweighting efforts.

[0033] It includes a cloud-based central control platform, sales terminal module, vehicle-mounted linkage terminal, after-sales maintenance terminal, local compliance database, production, sales and R&D data exchange module, market grading template library, capacity calculation engine, and customer appointment front-end; the data of each module interacts in a two-way closed loop, with the cloud-based central control platform as the core scheduling hub; business data is transmitted between the cloud and all terminals via encrypted HTTPS protocol, and real-time status synchronization adopts WebSocket long connection, with instructions issued in milliseconds and business data transmitted back in real time.

[0034] The cloud-based central control platform features a built-in dual-person sales scheduling algorithm, a 7-day transition period collaborative management unit, a multi-regional compliance matching unit, an order capacity threshold determination unit, a user feedback collection unit, a dual-node risk control assessment unit, a sales level tiered matching unit, an order identification and verification unit, a customer tiered permission management unit, a dual-person team comprehensive recommendation engine, and an overseas data compliance module. It integrates all self-developed quantitative algorithms to achieve automated, unmanned scheduling.

[0035] Sales tier stratification matching unit (content-based rating algorithm and visual identifier)

[0036] (a) Quantitative rating rules

[0037] The system automatically calculates scores based on the natural month, generating the previous month's rating score on the 1st of each month, with a total score of 100 points;

[0038] Monthly rating calculation formula: M = Transaction volume 40 points + Customer satisfaction 30 points + Compliance record 20 points + Newcomer mentoring 10 points;

[0039] Grading: Crystal Supreme ≥ 90 points, Gold Medal 75-89 points, Silver Medal 60-74 points, Bronze Medal < 60 points;

[0040] A supporting quarterly review mechanism is in place: if the monthly level does not decline for three consecutive months, the current level will be maintained; if the score is downgraded in a single month, the original level will be retained for a one-month observation period. Only if the level is not met after the observation period will the level be officially downgraded, in order to avoid frequent changes to sales authority and badge logo due to short-term performance fluctuations.

[0041] (b) Team formation rules

[0042] Sales staff can apply for partners independently, but the system will force a pairing of high- and low-level staff and automatically reject applications to form teams with the same level.

[0043] (c) Individual Access Control Rules

[0044] Only Crystal and Gold level sales staff can submit applications for single-person reception for special reasons. Silver and Bronze level staff do not have an application portal for single-person reception, and once approved, their permissions are only valid for a single work order.

[0045] (d) Offline visual signage

[0046] The four levels of Crystal Supreme, Gold, Silver, and Bronze correspond to physical brooches made of crystal, gold, silver, and bronze, respectively, serving as intuitive identity markers for offline customers.

[0047] Order identification and verification unit (including order attribution and customer binding isolation sub-modules)

[0048] 1. Order Classification Standards

[0049] Intended pre-orders: These are orders placed by customers who only inquire online and have not signed a purchase contract or paid a deposit. They are only used for customer flow statistics and are not included in production capacity or performance calculations.

[0050] Valid completed orders: Signing a vehicle purchase contract and paying a deposit / full payment generates an archived ledger, which serves as the sole basis for calculating production capacity and sales ratings.

[0051] 2. Dual-end input rules

[0052] Customers fill out an intention to pre-order form at the front end; sales staff supplement the test drive and transaction vouchers offline through the terminal; the system automatically marks the order type.

[0053] 3. Attribution of public orders and offline appointments

[0054] Appointments made by customers without a designated salesperson are considered public orders and can only be accepted by teams that have already been linked to a two-person group. Customers who come to the store without an appointment must have their appointments entered by two people, and the orders will be permanently linked to the entry team.

[0055] 4. Customer-bound isolation submodule (including clear boundaries for compliance / non-compliance determination)

[0056] ① Binding Logic: After a customer selects a two-person group and completes the reservation, a unique binding file is generated. Unauthorized terminals automatically de-identify and hide the customer's complete contact information;

[0057] ② Determination of communication behavior:

[0058] Compliance practices: Two individuals are linked to proactively answer questions and follow up on after-sales issues via official IM and official calls;

[0059] Violations: Unauthorized sales personnel proactively initiate IM conversations or make unauthorized phone calls to customers for marketing purposes;

[0060] Additional Boundaries: When a customer proactively sends an inquiry message to a non-bundled sales representative, the system does not intercept the customer's message, but a pop-up message will indicate that the customer already has a dedicated service team and is only allowed to reply to purely vehicle technical issues. Proactive marketing invitations are prohibited, and all conversations will be automatically recorded in the risk control audit log.

[0061] ③ Triple unbinding mechanism: Customer actively applies for unbinding on the front end, two-person team submits unbinding due to job transfer / resignation, and the system automatically unbinds after 7 days of order completion;

[0062] ④ After unbinding is completed, access to this customer information will be made available across the entire platform.

[0063] Customer-tiered access control unit (built-in load balancing and random order dispatch algorithm)

[0064] 1. Threshold determination of amount: Pre-orders with an estimated transaction amount of less than RMB 1 million are considered ordinary customers, while those with an amount of RMB 1 million or more are considered high-net-worth customers;

[0065] 2. Complete calculation logic for load balancing and random order dispatch:

[0066] The system provides real-time statistics on the total number of work orders (Ni) currently in transit for each pair of work teams.

[0067] Single-group assignment probability: Pi = (1 ÷ (Ni + 1)) ÷ Σ(1 ÷ (Nj + 1));

[0068] The more work orders there are, the lower the allocation probability; the weight is dynamically refreshed to balance traffic.

[0069] 3. For regular customers, all sales levels are hidden on the front end, and they are randomly assigned to compliant two-person groups according to the above probability; high-net-worth customers have unlocked group viewing permissions.

[0070] Two-person group comprehensive recommendation engine (complete normalized scoring rules)

[0071] The overall score S = A×0.3 + B×0.25 + C×0.2 + D×0.1 + E×0.08 + F×0.07;

[0072] A = Group transaction volume, B = Percentage of high-end orders, C = Customer satisfaction, D = Compliance score, E = On-duty hours, F = Mentoring conversion rate;

[0073] Unified scoring rules: For each group, the arithmetic mean of the two participants is taken and then normalized to a score of 0-100.

[0074] Segmentation normalization standard:

[0075] 1) Transaction volume, order ratio, satisfaction, and compliance: (Values ​​in this group ÷ Historical peak for the same period in the region) × 100;

[0076] 2) Length of service E: ≤3 months = 10 points; 3-6 months = 30 points; 6-12 months = 60 points; 1-2 years = 80 points; >2 years = 100 points;

[0077] 3) Mentoring conversion rate F = (Number of bronze medalists promoted to silver medalists ÷ Total number of new mentors) × 100;

[0078] The system pushes compliant duo pairs from high to low according to S.

[0079] Capacity Calculation Engine (Level 3 Threshold)

[0080] Monthly valid order volume N: N < 50 units maintain pure export; 50 ≤ N < 200 units start SKD component assembly; N ≥ 200 units evaluate old factory renovation / new production line construction.

[0081] Overseas Data Compliance Module

[0082] It enables encrypted storage of customer mobile phone numbers, addresses, and other private data; automatic desensitization of sales of unauthorized terminals; configuration of data retention periods based on EU GDPR and Southeast Asian privacy regulations; and full auditable log recording of all customer viewing, contact, and unbinding operations.

[0083] 1. Sales Terminal Module: Customer appointment reception, on-site guidance, offline order entry, temporary appointment entry, level display, team / single application, violation interception pop-up, and log upload unit;

[0084] 2. Vehicle-mounted linkage terminal: vehicle condition self-inspection, location reporting, compliance parking recognition, and passenger drop-off record;

[0085] 3. After-sales maintenance terminal: maintenance records, operating condition data collection, 7-day two-way message push, and reporting of expiration unbinding instructions;

[0086] 4. Local compliance database: Differentiates passenger dispatch control rules between highly sensitive markets in Europe and America and conventional markets in Southeast Asia;

[0087] 5. Production, sales, and R&D data exchange module: Customer and fault data are synchronized with domestic R&D with regional tags;

[0088] 6. Market segmentation template library: three standardized service processes for high-end, incremental, and distributor segments;

[0089] 7. The capacity calculation engine outputs a capacity layout plan monthly;

[0090] 8. Customer appointment front-end: Amount entry, hierarchical permission blocking / unlocking, and two-person group recommendation display components.

[0091] Solution B: A dual-person collaborative intelligent service scheduling method for new energy vehicle companies' overseas lightweighting efforts, comprising the following steps.

[0092] S0 System Initialization and Order Allocation Preprocessing;

[0093] S1 Two-person / Single-person on-site appointment dispatch;

[0094] S2 Localized Compliance Passenger Drop-off Management;

[0095] S3 vehicle delivery 7-day sales and after-sales dual-line collaborative transition and automatic unbinding;

[0096] S4 User Data Automatic Feedback Development;

[0097] S5 order-driven flexible capacity calculation algorithm;

[0098] S6 Global Market Tiered Template Adaptive Replication;

[0099] S7 6 / 12-cycle automatic risk control assessment and algorithm iteration.

[0100] S01 performs monthly sales quantitative ratings and conducts quarterly rating reviews to generate rating and badge permission files.

[0101] S02 Salesperson initiates team formation, the system verifies the combination of high and low levels, and directly rejects team formations at the same level;

[0102] S03 Single-person reception permission review: Silver and Bronze medalists have no application channel; Crystal and Gold medalists need to submit a reason for approval, and a single work order is effective.

[0103] S04 Collects orders from both ends, distinguishing between pre-orders and completed orders; offline customers without appointments are automatically bound to corresponding pairs after being entered.

[0104] S05 Customer Binding Isolation and Control: Customers select a group to generate a binding profile; distinguish between compliant and non-compliant contacts and retain audit logs; automatically or manually release customer permissions when three types of unbinding conditions are met;

[0105] S06 reads the estimated order amount. If it is less than 1 million yuan, the balanced order dispatch algorithm is run. If it is greater than or equal to 1 million yuan, the weighted recommendation engine is called, and the customer can choose a two-person team.

[0106] (3) Beneficial technical effects of the present invention

[0107] 1. Adopting a two-tier rating mechanism of monthly quantitative scoring + quarterly review, coupled with online tiered shielding + balanced load order dispatch, improves the order imbalance problem of senior sales staff having a lot of orders and new staff having few customers. At the same time, it avoids frequent changes in sales level, service authority and offline badges caused by short-term order fluctuations, making the operation system more stable.

[0108] 2. Set up tiered services with a minimum investment of 1 million yuan, coupled with a multi-dimensional weighted recommendation engine, to enhance the exclusive service experience for high-net-worth clients;

[0109] 3. Mandatory team formation based on skill level + tiered individual access permissions to build a sustainable training system for new overseas sales personnel;

[0110] 4. Propose a closed-loop isolation solution for binding customers exclusively to car manufacturers, clearly delineate the boundaries between compliant and non-compliant communication, and reduce internal poaching of customers and customer complaints;

[0111] 5. Orders from both ends are accurately categorized, eliminating interference from potential orders, and production capacity and performance statistics are accurate and reliable;

[0112] 6. Equipped with overseas data encryption, anonymization, and end-to-end auditing mechanisms to comply with privacy regulations in multiple countries;

[0113] 7. Integrate a digital system that includes differentiated overseas customer delivery, automatic unbinding within 7 days, closed-loop production, sales and R&D data, flexible capacity control, global template replication, and full-chain risk control throughout the cycle, thereby improving industry pain points such as losses from heavy assets and non-standardized operations. Attached Figure Description

[0114] Figure 1 This is a block diagram of the overall system architecture of the present invention.

[0115] Solid arrows represent bidirectional business data flows, while dashed arrows represent control command flows issued from the cloud. Number 1 in the diagram represents the cloud-based central control platform, the core computing hub of the entire scheduling system. The cloud-based central control platform integrates eleven built-in computing units, including a dual-person sales scheduling algorithm unit, a 7-day transition period collaborative management unit, a multi-regional compliance matching unit, an order capacity threshold determination unit, a user feedback collection unit, a dual-node risk control assessment unit, a sales level tiered matching unit, an order identification and verification unit, a customer tiered permission management unit, a dual-person team comprehensive recommendation engine, and an overseas data compliance module. Number 2 represents the sales terminal module. The vehicle-mounted linkage terminal (No. 3), after-sales maintenance terminal (No. 4), and customer appointment front-end (No. 9) communicate bidirectionally with the cloud-based central control platform via encrypted HTTPS protocol and WebSocket long connection. The cloud-based central control platform also connects to the local compliance database (No. 5), the production, sales, and R&D data exchange module (No. 6), the market grading template library (No. 7), and the capacity calculation engine (No. 8). Overseas compliance verification is completed solely through the cloud-based built-in overseas data compliance module, without any independent external connection unit. Each module synchronizes work orders, customer privacy, compliance audits, and sales permission data in real time, achieving unified scheduling, access control, and full-link data retention.

[0116] Figure 2 This document presents a complete business process diagram for sales tiered monthly ratings and quarterly reviews, badge identification, team verification, individual approval, customer binding and isolation, million-level tiered order allocation, and dual-person comprehensive recommendations. Key process nodes include S01–S06 (the order listed in the text does not represent the actual execution order; the actual flow of each step is based on the arrows in the attached diagram). The complete execution logic is as follows:

[0117] S01: The system automatically captures sales, satisfaction, compliance, and mentoring data on a monthly basis, inputs them into the monthly rating formula to calculate scores, and divides the system into four levels: Crystal Supreme, Gold, Silver, and Bronze. The system initiates a level review every quarter. If the level does not decline for three consecutive months, the original permissions are maintained. If a downgrade is triggered in a single month, a one-month observation period is set. If the level still does not meet the standards after the observation period, the level will be officially downgraded. The four levels of sales are matched with crystal, gold, silver, and bronze physical brooches, respectively, and level and brooch permission files are generated offline as visual identification marks.

[0118] S02: Receive sales team application, the system will forcibly verify the combination of high and low levels, and automatically reject the same level team application.

[0119] S03: Single-person reception permission review. Only Crystal and Gold level sales staff can submit temporary single-person reception requests. Approved permissions are only valid for one time. Silver and Bronze level sales staff do not have a single-person application entry.

[0120] S04: Customers submit appointments, and the order is entered through both the customer appointment front-end and the sales offline. The system distinguishes between intentional pre-orders and valid completed orders, and offline in-store orders are automatically matched and bound to a two-person group.

[0121] S05: After completing the assignment of two-person teams, customer binding and isolation management are implemented. The system generates exclusive binding files and hides customer contact information for non-bound sales terminals. It distinguishes between two types of contact behaviors: sales-initiated marketing and customer-initiated inquiries. Unauthorized contacts are automatically intercepted and a full audit log is retained. Customer unbinding can be triggered if three conditions are met.

[0122] S06: Identify the estimated order amount. If the amount is less than 1 million, run the load balancing random order dispatch algorithm to dynamically allocate work orders. If the amount is greater than or equal to 1 million, call the dual-person comprehensive recommendation engine and push groups to customers for them to choose from based on the weighted average score of the two people.

[0123] Figure 3 This is a sequence diagram for two-person door-to-door pick-up and drop-off services and differentiated compliant passenger drop-off. The execution steps are as follows:

[0124] Step 1: Complete the assignment of two-person teams in the cloud and issue on-site reception work orders to the sales terminal;

[0125] Step 2: The sales representative synchronizes the reception task to the in-vehicle terminal, and the vehicle obtains the customer's destination;

[0126] Step 3: The vehicle terminal retrieves the local compliance database to identify the type of business district to which the destination belongs;

[0127] Step 4: If the business district is identified as a highly sensitive competitor's business area such as Europe or the United States, the system will only assign a compliant temporary parking spot and force navigation to leave the competitor's area after the passenger is dropped off; if the business district is identified as a regular business area such as Southeast Asia, parking at competitor's stores is allowed and the drop-off process will be automatically recorded; if the business district is identified as a market such as Latin America, the default basic two-person reception process will be executed to simplify the regional parking control restrictions; the local compliance database and market classification template library can be expanded to more regional markets as needed to achieve adaptive replication of global multi-market differentiated compliance control.

[0128] Step 5: After the passenger drop-off is completed, the vehicle terminal will upload the location, parking trajectory, and compliance records to the cloud for archiving and auditing in real time.

[0129] Figure 4 A sequence diagram of data interaction and automatic unbinding during the 7-day sales and after-sales transition period, showing the complete sequence flow:

[0130] Step 1: After an order is marked as a valid completed order, the cloud will automatically initiate a 7-day dual-line collaborative service transition period;

[0131] Step 2: During the transition period, sales terminals and after-sales maintenance terminals will synchronize customer inquiries, vehicle malfunctions, and after-sales follow-up messages in both directions to achieve collaborative Q&A between pre-sales and after-sales services;

[0132] Step 3: The system performs daily routine checks on three core items: remaining service time during the transition period, synchronization status of work orders on both the sales and after-sales ends, and full customer follow-up records. The check results are synchronized to both ends of the terminal in real time.

[0133] Step 4: After a 7-day service period, the collaborative management unit will automatically issue an unbinding control command during the 7-day transition period;

[0134] Step 5: The order identification and verification unit performs customer permission unbinding, removes the customer from the original exclusive binding of the two-person team, opens the customer information access permission to the entire platform, and simultaneously switches to the long-term after-sales service channel.

[0135] Figure 5 The flowchart outlines the process for dual-end order identification, binding and allocation, capacity calculation, and R&D data closure. The execution steps are as follows:

[0136] Step 1: Customers fill in their purchase intention through the customer appointment front-end to generate a reservation form, and the sales staff supplements the test drive and transaction voucher offline to complete the data entry on both ends;

[0137] Step 2: The cloud distinguishes between pre-orders and completed orders, matches corresponding two-person sales teams based on order information, and completes the binding and isolation configuration of customer profiles;

[0138] Step 3: Order data is synchronized to the capacity calculation engine. The engine retrieves vehicle production inventory, production scheduling cycle, and regional supply data from the production, sales, and research data exchange module to calculate the vehicle delivery cycle.

[0139] Step 4: The system summarizes regional vehicle fault data, store transaction orders, and production capacity gap data monthly, and automatically completes data statistical calculations;

[0140] Step 5: After calculation, the aggregated data is fed back to the production, sales and R&D data exchange module and simultaneously pushed to the R&D end as a reference for vehicle model optimization, production capacity allocation and regional supply adjustment, forming a complete data closed loop of business-production-R&D.

[0141] Figure 6 Flowchart for global market-tiered adaptive template invocation, execution steps:

[0142] Step 1: The cloud matches the corresponding market tier label based on the customer's location, dividing them into three categories: highly regulated markets such as Europe and the United States, conventional markets such as Southeast Asia, and basic markets such as Latin America.

[0143] Step 2: The system retrieves standardized reception, quotation, and compliance script templates for the corresponding region from the market tier template library. The system loads differentiated templates according to market type and simultaneously outputs three types of control results: differentiated service process, differentiated compliance control, and differentiated data permissions.

[0144] Step 3: The specific loading rules are as follows: Load the full-process compliance interception template for the European and American markets, load the general reception template for the Southeast Asian markets, and load the lightweight basic service template for the Latin American markets;

[0145] Step 4: The template is distributed to sales and vehicle terminals, and sales staff conduct customer communication according to the matching template throughout the entire process;

[0146] Step 5: After the reception is completed, synchronize the regional template usage records and customer feedback data to the cloud, dynamically iterate and optimize the template content of each regional market, and complete the adaptive implementation of global market tiered replication. Detailed Implementation

[0147] 1. The system automatically completes the sales rating for the previous month on the 1st of each month according to the M scoring formula. A rating review and observation mechanism is implemented in the first month of each quarter. Offline, corresponding material brooches are provided. The cloud and terminal interact in real time via HTTPS+WebSocket.

[0148] 2. If two top sales representatives initiate a team-up, the system will reject the request if they are of the same level and recommend a bronze-level team instead; silver-level sales representatives do not have an option to apply individually; if a crystal-level sales representative leaves their post, they must submit a reason, and after approval, this work order will allow for individual handling.

[0149] 3. If a customer estimates a car purchase of 800,000, the system calculates the number of work orders for each group in real time and randomly assigns a gold and bronze double-person team according to a balanced probability; other sales staff will proactively send messages and pop-ups to block them, and can only reply to vehicle technical inquiries, and all operations will be recorded.

[0150] 4. The client estimates 1.2 million. The system will push two-person combinations in descending order of weighted scores for the client to select and permanently bind.

[0151] 5. If the customer actively requests to unbind the account or after a 7-day service period, the system will automatically remove the binding relationship;

[0152] 6. When customers travel to competitor shopping districts in Europe and America, the system will push compliant parking locations, and the vehicle will leave immediately upon delivery;

[0153] 7. After the transaction is completed, a 7-day dual-line collaborative service will be initiated. Upon the expiration of the service period, after-sales authority will be automatically transferred and the customer will be unbound.

[0154] 8. Customer needs and regional fault data are synchronized with domestic R&D to optimize vehicle models; SKD assembly plans are automatically generated when orders meet targets; work order balance and violation records are statistically analyzed every 6 / 12 months, and algorithm parameters are iterated.

Claims

1. A dual-person collaborative intelligent service dispatch system for overseas lightweighting of new energy vehicle companies, characterized in that: This includes a cloud-based central control platform, sales terminal module, vehicle-mounted linkage terminal, after-sales operation and maintenance terminal, local compliance database, production, sales and research data exchange module, market classification template library, capacity calculation engine, and customer appointment front-end; Data from each module interacts in a two-way closed loop, with the cloud-based central control platform serving as the core scheduling hub. The cloud and various terminals transmit business data via encrypted HTTPS, and WebSocket enables real-time state synchronization. The cloud-based central control platform incorporates a dual-person sales scheduling algorithm, a 7-day transition period collaborative management unit, a multi-regional compliance matching unit, an order capacity threshold determination unit, a user feedback collection unit, a dual-node risk control assessment unit, a sales level hierarchical matching unit, an order identification and verification unit, a customer level permission management unit, a dual-person team comprehensive recommendation engine, and an overseas data compliance module. The sales level hierarchical matching unit has a built-in monthly quantitative rating algorithm, quarterly level review mechanism, high-low pairing forced matching constraint model, and individual service permission approval submodule, which are used to realize monthly scoring of sales level, quarterly stability review, team constraints and individual reception hierarchical control. The order identification and verification unit is equipped with a dual-end data fusion algorithm, an order attribution determination submodule, and a customer binding isolation submodule. It is used to distinguish between pre-orders and valid completed orders, and to achieve exclusive binding, privacy isolation, and triple closed-loop unbinding between customers and pairs. The customer binding isolation submodule distinguishes between compliant consultations and illegal proactive marketing behaviors and retains audit logs. The customer tiered access control unit is configured with a transaction amount threshold of 1 million yuan and a load balancing random order dispatch algorithm. Sales information is hidden for ordinary customers and work orders are dynamically and evenly distributed. The dual-person group comprehensive recommendation engine has a built-in multi-dimensional weighted normalized scoring model, which pushes compliant service groups only to millions of customers based on the average score of the two people from high to low. The sales terminal, vehicle-mounted linkage terminal, and after-sales maintenance terminal respectively perform front-end reception, vehicle compliance, and after-sales maintenance functions; the local compliance database is adapted to the passenger drop-off regulations of various countries; the production, sales, and research interconnection module, market template library, and capacity engine respectively realize data iteration, multi-market replication, and order-driven capacity planning. The customer appointment front-end provides interactive functions such as order entry, tiered display, and group selection. The 7-day transition period collaborative management unit is configured to automatically terminate the binding relationship between the customer and the two-person team after 7 days from the completion of the order. The overseas data compliance module is configured to encrypt and store customer privacy data, display sales terminals without authorization and with desensitized data, and retain audit logs for all operations.

2. The system according to claim 1, characterized in that, The sales level tiered matching unit uses the natural month as the accounting cycle. The monthly rating formula is: M = transaction amount 40 points + customer satisfaction 30 points + compliance record 20 points + new recruit mentoring 10 points, with a total score of 100 points, divided into four levels: Crystal Supreme, Gold, Silver and Bronze. The four levels correspond to crystal, gold, silver and bronze physical brooches as offline visual identifiers. A quarterly review mechanism is in place. When a monthly score triggers a downgrade, a one-month observation period is set. If the score does not meet the standard after the observation period, the grade will be officially downgraded.

3. The system according to claim 1, characterized in that, The comprehensive score of the two-person group recommendation engine is S = A×0.3 + B×0.25 + C×0.2 + D×0.1 + E×0.08 + F×0.

07. Each indicator is normalized to a score of 0 to 100 after taking the arithmetic mean of the two people.

4. The system according to claim 1, characterized in that, The capacity calculation engine sets three levels of capacity thresholds based on monthly valid orders: N < 50 units maintain pure export, 50 ≤ N < 200 units start SKD assembly, and N ≥ 200 units evaluate localization production line transformation.

5. The system according to claim 1, characterized in that, The load balancing random order assignment algorithm uses the formula: Pi = (1 ÷ (Ni + 1)) ÷ Σ(1 ÷ (Nj + 1)), where Ni is the number of work orders currently in transit for the group, and the more work orders there are, the lower the assignment probability.

6. The system according to claim 1, characterized in that, The multi-regional compliance matching unit is configured as follows: in highly sensitive business districts in Europe and the United States, only compliant parking spots are pushed and the vehicle is forced to leave after dropping off passengers; in the Southeast Asian market, it can park at competitor stores and record the drop-off process.

7. A dual-person collaborative intelligent service scheduling method for overseas lightweighting of new energy vehicle companies, characterized in that, The steps are performed using the system described in any one of claims 1-6, and include: S0 System Initialization and Order Allocation Preprocessing; S1 Two-person / Single-person on-site appointment dispatch; S2 differentiated compliance management for passenger drop-off based on local jurisdiction; S3 delivery 7-day sales and after-sales dual-line collaborative transition and automatic unbinding; S4 User Data Automatic Feedback Development; S5 order-driven flexible capacity calculation algorithm; S6 Global Market Tiered Template Adaptive Replication; S7 6 / 12-cycle automatic risk control assessment and algorithm iteration.

8. The method according to claim 7, characterized in that, Step S0 includes sub-steps: S01 operates on a monthly sales quantitative rating system, performs a rating review every quarter, and generates a rating and badge permission file. S02 verifies team composition and automatically rejects team applications from the same level. S03 Single-person reception permission approval: Only Crystal and Gold level personnel can apply for a single temporary permission; other work orders are forcibly assigned to a two-person team with a mix of high and low levels. S04 allows for dual-platform order entry, distinguishing between intentions and completed transactions; offline in-store orders are automatically linked to a two-person entry group. S05 implements customer binding isolation and control, distinguishes between compliant and non-compliant contacts, and automatically / manually unbinds customers who meet three conditions. S06 Differentiate customers based on a threshold of 1 million yuan and implement either balanced order dispatch or weighted group recommendation accordingly.

9. The method according to claim 7, characterized in that, In step S4, customer needs and regional fault data are labeled with regional tags and then synchronized with domestic R&D to generate localized vehicle optimization solutions.

10. The method according to claim 7, characterized in that, In step S5, only valid completed orders marked by the system are used to calculate the third-level capacity threshold, and suggestions for lightweight production line layout are automatically output.

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