Systems, devices, and programs
The system addresses the challenge of unsatisfactory responses by using AI to generate answers and provide engineer contact information, enabling continuous user-engineer communication and enhancing technical collaboration within organizations.
Patent Information
- Authority / Receiving Office
- JP · JP
- Patent Type
- Patents
- Current Assignee / Owner
- NIPPON SODA CO LTD
- Filing Date
- 2026-01-27
- Publication Date
- 2026-06-02
AI Technical Summary
Existing systems fail to facilitate continuous and comprehensive communication between engineers and users, particularly when responses are unsatisfactory or require further explanations due to technical jargon, limiting the ability to address user inquiries effectively.
A system that utilizes AI to generate answers to user questions, identifies relevant engineers, and displays their contact information, enabling continuous communication and collaboration based on technical information.
Facilitates continuous and efficient communication between engineers and users, promoting deeper technical collaboration and enhancing organizational cohesion through direct contact with appropriate experts.
Smart Images

Figure 0007869416000001_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to a system, apparatus, method, and program related to cooperation between engineers and users.
Background Art
[0002] For example, in Patent Document 1, for the purpose of quickly and efficiently responding to inquiries from sales staff, there is disclosed a system including a reception unit that receives inquiries from sales staff, an analysis unit that analyzes the received inquiries, a generation unit that generates a response based on the analyzed inquiries, and a provision unit that provides the generated response.
Prior Art Documents
Patent Documents
[0003]
Patent Document 1
Summary of the Invention
Problems to be Solved by the Invention
[0004] However, the technology described in Patent Document 1 is a mechanism that can quickly and efficiently respond to inquiries from sales staff. After a response is provided, further inquiries cannot be made continuously. That is, the response is retrieved and completed based on a predetermined database.
[0005] Therefore, when the response is not as intended or satisfactory, further questions and explanations cannot be made continuously to obtain a satisfactory and appropriate response. Also, when the content of the response cannot be understood due to technical terms or jargon, further inquiries such as seeking an explanation or continuing to make inquiries associated with the response cannot be made continuously.
[0006] The present invention aims to promote technology-based connections between engineers belonging to an organization and users. [Means for solving the problem]
[0007] To this end, the Disclosure provides a system having one or more processors, the processors receiving questions from users belonging to an organization regarding the organization's technology, generating answers to the questions using AI, identifying engineers belonging to the organization who are involved in the answers, and displaying the answers and contact information for the user to contact the engineers on a screen. [Effects of the Invention]
[0008] According to the present invention, it is possible to promote technology-based connections between engineers belonging to an organization and users. [Brief explanation of the drawing]
[0009] [Figure 1] This is a schematic diagram showing the configuration of the collaborative support system of this embodiment. [Figure 2] This block diagram shows the hardware configuration of the device included in the collaborative support system of this embodiment. [Figure 3] This is a functional block diagram showing an example of the functional configuration of a collaborative support device. [Figure 4] This flowchart illustrates the basic operation of the output processing of collaborative support information in the collaborative support device. [Figure 5] This flowchart illustrates the operation of the output processing of collaborative support information, including contact information for related engineers, in the collaborative support device. [Figure 6] This is a flowchart illustrating the operation of the response display mode switching process in the collaborative support device. [Figure 7] This flowchart illustrates the operation of the chat question processing function in the collaborative support device, which allows users to directly contact engineers via chat. [Figure 8]This flowchart illustrates the operation of the customer meeting information notification process in the collaborative support device, which notifies the technician of the meeting information with the customer. [Figure 9] This flowchart illustrates the operation of the new technology information notification process in the collaborative support device, which notifies designated users of new technology information. [Figure 10] This flowchart illustrates the operation of a simulation process in a collaborative support device, simulating a customer interview. [Figure 11] This flowchart illustrates the operation of a demonstration process in a collaborative support device, simulating a customer interview. [Figure 12] This is a schematic diagram showing an example of the main screen configuration displayed on the sales representative's terminal. [Figure 13] This is a schematic diagram illustrating an example of the configuration of the response display screen in expert technician mode, which is displayed on the sales representative's terminal. [Figure 14] This is a schematic diagram illustrating an example of the configuration of the response display screen in beginner mode, which is shown on the sales representative's terminal. [Figure 15] This is a schematic diagram illustrating an example of the configuration of the response display screen in proposal mode, which is shown on the sales representative's terminal. [Figure 16] This is a schematic diagram showing an example of the screen configuration for displaying related technical information / supporting documents on a sales representative's terminal. [Figure 17] Figure 16 is a diagram illustrating the content of the related technical information. [Figure 18] This is a schematic diagram illustrating an example of the configuration of the display screen for detailed information about related engineers, which is shown on the sales representative's terminal. [Figure 19] This is a schematic diagram showing an example of the configuration of the chat information input screen with a technician, which is displayed on the sales representative's terminal. [Figure 20] This is a schematic diagram illustrating an example of the configuration of the customer meeting information input screen displayed on the sales representative's terminal. [Figure 21] This is a schematic diagram illustrating an example of the configuration of a search screen for chat history information between engineers and customers, displayed on the sales representative's terminal. [Figure 22]It is a schematic diagram showing a configuration example of a simulation screen displayed on a salesperson's terminal. [Figure 23] It is a schematic diagram showing a configuration example of a demonstration screen displayed on a salesperson's terminal.
Embodiments for Carrying out the Invention
[0010] Hereinafter, as an example of this embodiment, a case where this system receives an inquiry (question) regarding the organization's technology from a salesperson belonging to the organization and responds (answers) promptly and efficiently to it will be described. Further, this system enables easy and efficient communication with the organization's engineers involved in the response, thereby assisting the cooperation based on technical information between the salesperson (an example of a user) and the engineer. Such a comprehensive technical talent matching system that connects users such as salespersons in an organization and engineers based on technical and sales information will be described in detail while referring to the drawings.
[0011] Note that the embodiments described below are preferred specific examples of the present invention and are technically limited in various ways. However, the scope of the present invention is not limited to these embodiments unless otherwise specifically limited in the following description.
[0012] (System Configuration) FIG. 1 is a diagram showing an overview of the configuration of the cooperation assistance system 1 of this embodiment.
[0013] As shown in FIG. 1, the cooperation assistance system 1 (hereinafter sometimes referred to as "this system 1") in this embodiment answers inquiries (questions) from salespersons and also identifies the organization's engineers involved in the answer to assist in the cooperation (matching) with the salespersons. Further, the cooperation assistance system 1 includes a salesperson's terminal 30 that makes inquiries regarding the organization's technology, and an engineer's terminal 40 that receives direct inquiries from salespersons and provides answers. In the collaborative support system 1, the collaborative support device 10, the sales representative terminal 30, and the engineer terminal 40 are connected to each other via a network N such as the Internet, enabling them to communicate with one another.
[0014] In other words, System 1 is a system that assists in the collaboration of sales representatives (an example of a user) and engineers based on technical information within an organization. It receives questions from sales representatives regarding the organization's technology, generates answers to those questions using AI, identifies contact information for communication between the sales representative and the engineer involved in the answer, and displays the answer and the engineer's contact information on the screen. Through this, System 1 facilitates communication between sales representatives and engineers and promotes connections between them based on technical information.
[0015] Furthermore, this system 1 is configured to be interconnected with the customer's terminal via a network N such as the Internet, allowing sales representatives to conduct meetings with customers. By identifying and displaying the relevant engineers and their meeting information based on the meeting information, which records various information related to the meeting with the customer, the system further assists in technical information-based collaboration between sales representatives and engineers.
[0016] In this embodiment, the meeting refers to a technical meeting conducted between a company selling a product and a company purchasing the product. The meeting information includes the name of the customer company, the person in charge at the company that conducted the meeting, the date and time of the meeting, and information about the technology (product) discussed during the meeting.
[0017] This collaborative support device 10 has arithmetic processing and communication functions and functions as a server in this system 1. In this embodiment, the collaborative support device 10 is implemented by, for example, a personal computer such as a desktop or laptop, or an electronic device such as a tablet computer or smartphone. Therefore, in the following description, the collaborative support device 10 may be referred to as a "server".
[0018] The sales representative terminal 30 is a communication terminal used by sales representatives who use this system 1 to make technical inquiries about the organization or to meet with the organization's customers. It is a device equipped with computing and communication functions. This sales representative terminal 30 is connected to the collaboration support device 10 via a communication network (network N), and is implemented by electronic devices such as a personal computer like a desktop or laptop, a tablet computer, or a smartphone.
[0019] The engineer terminal 40 is a communication terminal used by engineers who respond to technical inquiries from the organization using this system 1, and is a device equipped with arithmetic processing and communication functions. This engineer terminal 40 is also connected to the collaboration support device 10 via a communication network (network N), and is implemented by electronic devices such as a personal computer like a desktop or laptop, a tablet computer, or a smartphone.
[0020] Furthermore, while network N is comprised of the internet, it is not particularly limited and may be a communication network such as a LAN (Local Area Network) or a WAN (Wide Area Network). Also, the communication lines of network N may be wired or wireless, or both may be used in combination.
[0021] In the example shown in Figure 1, only one sales representative terminal 30 and one engineer terminal 40 are shown, but the number is not particularly limited. Furthermore, although only one collaborative support device 10 is shown, the collaborative support device 10 is not limited to a standalone device; it may also be a distributed server system or cloud server that operates cooperatively by communicating via a network N such as the internet.
[0022] (Hardware configuration) Figure 2 is a block diagram showing the hardware configuration of the cooperation support device 10 of this embodiment.
[0023] The collaborative support device 10 includes a CPU (Central Processing Unit) 11, a ROM (Read Only Memory) 12, a RAM (Random Access Memory) 13, a bus 14, an input / output interface 15, an output unit 16, an input unit 17, a storage unit 18, and a communication unit 19.
[0024] The CPU 11 executes various processes according to the program stored in the ROM 12 or the program loaded from the memory unit 18 into the RAM 13. In other words, the CPU 11 is a processor that controls the operation of the entire cooperative auxiliary device 10, executing various processes according to the program. The program is, for example, an operating system or firmware for operating each part of the cooperative auxiliary device 10, or application software for realizing the functional blocks described later.
[0025] RAM13 also stores data and other information necessary for the CPU11 to perform various processes. The CPU 11, ROM 12, and RAM 13 are interconnected via a bus 14. An input / output interface 15 is also connected to this bus 14. The input / output interface 15 is connected to an output unit 16, an input unit 17, a storage unit 18, and a communication unit 19.
[0026] The output unit 16 consists of a display, speakers, etc., and outputs various information as images and sounds. The input unit 17 consists of a keyboard, mouse, microphone, camera, etc., and inputs various information according to the received instructions and operations. For example, the output unit 16 and the input unit 17 may be integrated and implemented using a touch panel.
[0027] The memory unit 18 stores programs necessary for the collaborative support device 10 to perform various information processing tasks, as well as various data used by those programs. For example, it is composed of a hard disk or DRAM (Dynamic Random Access Memory). The memory unit 18 also functions to store a Large Language Model (LLM). This LLM is not limited to being stored in the collaborative support device 10, but may be stored in an external device or system. The LLM is an AI model that generates content such as text, images, audio, and video based on input instructions (prompts). The communication unit 19 communicates with other devices via a network N, including the Internet.
[0028] The coordinating auxiliary device 10 may also be equipped with a drive that can be appropriately fitted with removable media such as magnetic disks, optical disks, magneto-optical disks, or semiconductor memory. This drive allows programs read from the removable media to be installed in the storage unit 18. Furthermore, the removable media can store various types of data stored in the storage unit 18, just as the storage unit 18 does.
[0029] Furthermore, a large-scale language model can be used in the generative AI used in this embodiment. The generative AI is obtained by training a deep neural network. The generative AI receives prompts containing instructions, as well as inference data such as audio data representing speech, text data representing text, and image data representing images. The generative AI infers from the input inference data according to the instructions indicated by the prompts, and outputs the inference results in data formats such as audio data and text data. Here, inference can be exemplified by analysis, classification, prediction, and / or summarization.
[0030] In this embodiment, prompts are input to specifically specify the information to be obtained so that the information to be output (generated) by the generation AI can be obtained. Furthermore, in this embodiment, depending on the conditions, the prompts may include a specification of the information that will be used as material for generating the information to be obtained. For example, the reception unit 110, generation unit 120, identification unit 130, display unit 140, notification unit 150, and prediction unit 160, which will be described later, input prompts to the functional unit that functions as the generation AI, which include content that will allow each component to obtain the information it wants by referring to predetermined information.
[0031] Furthermore, the generation AI of this embodiment can refer to organizational information limited to within an organization, such as a large amount of business documents and regulations accumulated within an organization, such as a company. In addition, the generation AI of this embodiment can also refer to the latest information from outside the organization that can be obtained via a network connected to the outside of the organization. The generation AI of this embodiment can generate information such as text while incorporating the latest information through internal and external information searches. In this system 1, the generation AI can be used to generate the desired information via RAG (Retrieval Augmented Generation), a search augmentation generation technology.
[0032] Furthermore, the hardware configuration of the sales representative terminal 30 and the engineer terminal 40 in this embodiment is the same as that of the collaboration support device 10 described above.
[0033] (Support device 10) Figure 3 is a block diagram illustrating an example configuration of the collaborative support device 10, which functions as a server in this embodiment.
[0034] The collaborative support device (server) 10 includes a reception unit 110, a generation unit 120, a specification unit 130, a display unit 140, a notification unit 150, and a prediction unit 160. The collaborative support device 10 also includes a technical information database (DB) 210, a question / answer information database (DB) 220, an interview information database (DB) 230, a sales representative information database (DB) 240, a technical information database (DB) 250, and a customer information database (DB) 260.
[0035] The reception unit 110 is a means that has the function of receiving questions about the organization's technology from the organization's sales representatives. In other words, the reception unit 110 receives inquiries from sales representatives using this system 1 via the sales representative terminal 30, for example, requesting explanations of the organization's technology to assist in sales activities.
[0036] Furthermore, the reception unit 110 is also a means that selectively accepts multiple response display mode instruction information in order to identify the display mode of the answer to a question. That is, the reception unit 110 includes, for example, a self-study mode in which a sales representative can learn about the organization's technology by asking questions, and a proposal mode in which a sales representative can ask questions to encourage the organization to introduce its technology (including product information) to customers.
[0037] Furthermore, this self-study mode includes, for example, a skilled engineer mode (an example of the first information mode) which requires a relatively large amount of technical information and answers in specialized terminology, and a beginner mode (an example of the second information mode) which requires a relatively small amount of technical information and answers in simpler terminology. Skilled engineers can be exemplified by engineers with a long history of technical work or engineers with a long tenure within the organization. On the other hand, novice engineers can be exemplified by engineers with a short history of technical work or engineers with a short tenure within the organization.
[0038] Therefore, the reception unit 110 selectively accepts instruction information for three response display modes, such as expert technician mode, beginner mode, and suggestion mode. In this explanation, System 1 will be described using a system with three modes as an example: an expert mode, a beginner mode, and a suggestion mode. However, in System 1, the three modes as response display mode instruction information are not necessarily required, and the system may have other modes in addition to these three.
[0039] Furthermore, the reception unit 110 also has the function of identifying engineers from sales representatives and receiving questions about the organization's technology. In other words, the reception unit 110 accepts questions specifying an engineer, for example, before asking a question using this system 1 or after confirming the answer obtained using this system 1. At this point, the reception unit 110 receives information specifying the notification method for asking questions to the engineer. The notification method can be, for example, chat, email, or telephone (including internal telephone calls).
[0040] Furthermore, the reception unit 110 also serves as a means for receiving answers to questions from the engineers to whom the questions were directed. The reception unit 110 links the questions received from sales representatives with the answers received from engineers and stores them in the question / answer information DB 220.
[0041] Furthermore, the reception unit 110 also has the function of receiving information from sales representatives regarding meetings with the organization's customers about the organization's technology. In other words, after receiving instructions to receive meeting information instead of questions, the reception unit 110 changes the reception mode (screen) and receives the meeting information.
[0042] Furthermore, the reception unit 110 also has the function of receiving information about new technologies (updated technologies) from the organization's engineers. That is, after receiving instructions to accept new technologies instead of questions, the reception unit 110 changes the reception mode (screen) and accepts the new technologies.
[0043] Furthermore, the reception unit 110 is a means of receiving information from sales representatives to identify (designate) the organization's customers, and also has the function of receiving proposals, questions, and answers from sales representatives. In other words, after receiving instructions to conduct simulations or demonstrations instead of questions, the reception unit 110 receives information to identify the customer (e.g., customer name), as well as proposals, questions, and answers.
[0044] The generation unit 120 is a means that has the function of generating answers to questions. That is, the generation unit 120 analyzes the content of the question received by the reception unit 110 and generates answers to the questions based on the technical information identified by the identification unit 130, which will be described later.
[0045] Furthermore, the generation unit 120 also has the function of generating an answer according to the mode selected in the reception unit 110. Specifically, when the skilled technician mode is selected in the reception unit 110, the generation unit 120 generates an answer with a relatively large amount of technical explanation information and in specialized language based on the technical information identified by the identification unit 130. Conversely, when the beginner mode is selected in the reception unit 110, the generation unit 120 generates an answer with a relatively small amount of technical explanation information and in simple language based on the technical information identified by the identification unit 130.
[0046] Then, when the suggestion mode is selected in the reception unit 110, the generation unit 120 identifies customers for whom it is desirable to utilize the technical information identified by the identification unit 130, based on the customer's business details, past transaction information, interviews, telephone conversations, email exchanges, etc., identified by the identification unit 130, and generates a response that encourages the proposal of the organization's products (technology).
[0047] Thus, even when the same question is received by the reception unit 110, the generation unit 120 generates different types of answers based on different prompts corresponding to the mode selected by the reception unit 110.
[0048] Furthermore, the generation unit 120 also has the function of analyzing the content of the interview information received by the reception unit 110. Furthermore, the generation unit 120 also has the function of analyzing the content of the new technical information received by the reception unit 110.
[0049] The identification unit 130 is a means that, based on the content of the question analyzed by the generation unit 120, refers to a technical information DB 210 that stores research and development materials such as monthly reports, technical papers, academic conference materials, and patent application specifications, and a question / answer information DB 220 that stores past questions and answers, to identify the technical information that forms the basis of the answer to the question received by the reception unit 110. In other words, the identification unit 130 generates a query for searching, performs a RAG search using the query, and identifies (extracts) the technical information necessary for generating the answer in the generation unit 120.
[0050] Technical and technical information to be searched is managed and shared using, for example, a commercial cloud-based information sharing platform. This platform allows for centralized file management, information sharing, collaboration, and automation of business processes. Similarly, interview information, past questions / answers, and customer information, as described later, are also managed and shared using the same information sharing platform.
[0051] Furthermore, the identification unit 130 also has the function of identifying contact information for communication between the sales representative and the engineers of the organization involved in the response. In other words, the identification unit 130 identifies contact information used for direct communication between the sales representative who asked the question received by the reception unit 110 and the engineers involved in the technology that formed the basis of the answer to that question. In this case, contact information can include, for example, the name and address of the department to which the engineer belongs, telephone number, extension number, and email address. Furthermore, the contact information could also be a start button for a tool that allows the user and the engineer to communicate directly in a chat format or conduct a web interview.
[0052] Furthermore, the identification unit 130 also has the function of identifying contact information for each of the multiple engineers involved in the technology that forms the basis of the answer, for example, not just the main engineer in charge. In other words, the identification unit 130 checks whether there are other related engineers involved in the technology that forms the basis of the answer to the question received by the reception unit 110, such as research colleagues, supervisors, engineers who were previously in charge but are no longer involved due to a change in department, or co-authors of papers or reports. If there are other engineers, it also identifies contact information for directly contacting those other engineers.
[0053] Here, when attempting to identify the engineer involved in the technology that formed the basis of the answer and obtain their contact information, it is possible that the engineer may have left the organization, such as by retiring. In such cases, where the engineer involved in the technology that formed the basis of the answer is no longer affiliated with the organization, the identification unit 130 displays contact information for contacting other engineers related to that engineer (an example of related engineers).
[0054] In this case, other engineers can be exemplified as engineers who have the following relationships with the engineer involved in the technology that formed the basis of the answer. Other engineers can be exemplified as individuals whose names appear alongside the engineer as authors in technical documents such as papers, or individuals belonging to the same department or other affiliation. Furthermore, if the engineer no longer exists within the organization, examples can be exemplified as individuals currently belonging to the department to which the engineer previously belonged, or, in the case of organizational changes, individuals belonging to the department considered to be the same organization before and after the organizational restructuring.
[0055] Furthermore, the identification unit 130 also serves as a means to identify engineers from organizations involved in the technology aspects of the interview. Specifically, based on the technical content of the interview information analyzed by the generation unit 120, the identification unit 130 refers to, for example, the technical information DB 210 and the question / answer information DB 220 to identify engineers involved in the technology aspects of the interview, as well as to identify contact information for contacting those engineers.
[0056] The identification unit 130 in this embodiment receives meeting information for meetings between the organization's customers and sales representatives regarding the organization's technology. The identification unit 130 then identifies the organization's technical expert involved in the meeting and displays contact information for the sales representative and the technical expert to communicate before the meeting.
[0057] Furthermore, the identification unit 130 also has the function of identifying relevant sales representatives by referring to, for example, the interview information DB 230 or the sales representative information DB 240 based on the analysis results of the new technical information (an example of updated information) in the generation unit 120.
[0058] Here, the relevance can be illustrated by the following two perspectives. The identification unit 130 identifies sales representatives who have previously contacted engineers disseminating new technical information as relevant sales representatives. Furthermore, the specific unit 130 identifies relevant personnel as sales representatives who have previously asked technical questions related to the new technical information, not only to the engineers disseminating the new technical information but also to other engineers.
[0059] Furthermore, the identification unit 130 also has the function of identifying information related to interactions with customers, such as interviews, telephone conversations, email exchanges, and transaction history, by referring to, for example, the interview information DB 230 and the customer information DB 260 based on the information specifying the customer received by the reception unit 110.
[0060] Furthermore, the identification unit 130 also has the function of identifying technical information held by organizations related to the customer, for example, by referring to the technical information DB 210 based on the customer identification information received by the reception unit 110. In this case, the identification unit 130 may use RAG (Retrieval Augmented Generation) to acquire business information about the customer from an external data source and identify the technical information of related organizations from that business information.
[0061] The display unit 140 is a means that has the function of displaying the answer and the contact information of the engineer. Specifically, the display unit 140 displays the answer generated by the generation unit 120, along with the contact information of the engineer identified by the identification unit 130 as the engineer involved in the technology on which the answer is based.
[0062] In this way, by displaying not only the answer to the question but also the contact information of engineers who are well-versed in the technology on which the answer is based, it becomes possible to easily contact the appropriate engineer without wondering who to contact after receiving the answer. In other words, the process doesn't end when you receive the answer to your question; you can continue to contact the engineer to ask related questions, inquiries, or seek explanations. Therefore, even if employees belong to different departments within an organization, deepening collaboration based on technical information can be expected to revitalize the organization's business.
[0063] Furthermore, the display unit 140 also has a function to display contact information for the sales representative to communicate with other engineers if there are other engineers related to the answer. Specifically, the display unit 140 displays the answer generated by the generation unit 120, along with the contact information of the engineer identified by the identification unit 130 as the engineer related to the technology on which the answer is based, and the contact information of other related engineers. This allows you to contact a substitute engineer and continue to ask related questions, make inquiries, and request explanations, even if the initially identified engineer is unavailable or on extended leave and cannot be contacted urgently.
[0064] Furthermore, the display unit 140 also has the function of displaying information on the organization's products (technology) along with customer information. Specifically, when the mode selected in the reception unit 110 is the skilled technician mode or the beginner mode, the display unit 140 displays the response generated by the generation unit 120 along with the contact information of the technician identified by the identification unit 130 as the technician involved in the technology on which the response is based. Also, when the mode selected in the reception unit 110 is the proposal mode, the display unit 140 displays the customer information (name) identified by the identification unit 130 along with the response generated by the generation unit 120 that encourages the proposal of the organization's products.
[0065] Furthermore, the display unit 140 also has the function of displaying contact information for communication between sales representatives and engineers, which has been identified by the identification unit 130 based on the interview information received by the reception unit 110. This allows you to efficiently contact the appropriate engineers without having to wonder who to contact to obtain detailed information about the technologies discussed during meetings with clients.
[0066] Furthermore, the display unit 140 also has the function of displaying the content of the simulation predicted by the prediction unit 160 (described later) on the display screen of a communication terminal (sales representative terminal 30) that the sales representative can view during an actual meeting between the sales representative and the customer. In this case, the display unit 140 can display phrases that have been set (specified) in advance by the sales representative in a visually recognizable manner, such as by highlighting or popping up.
[0067] Furthermore, the display unit 140 also has the function of displaying the content of the demonstration predicted by the prediction unit 160 on the display screen of a communication terminal (sales representative terminal 30) that can be viewed by the sales representative.
[0068] The notification unit 150 is a means that has the function of notifying a technical expert identified (designated) by a sales representative (sales representative terminal 30) of a technical question about the organization that has been received by the sales representative. In other words, the notification unit 150 notifies the designated technical expert (technician terminal 40) of the question received by the reception unit 110, based on the technical expert's contact information displayed by the display unit 140 along with the answer.
[0069] Furthermore, the notification unit 150 also has the function of notifying the sales representative to whom the question was asked of the answer to a question received from the engineer (engineer terminal 40). In other words, the notification unit 150 notifies the sales representative (sales representative terminal 30) who asked the question of the answer received by the reception unit 110. This allows for the generation of highly accurate answers to questions, as well as the efficient generation of answers using past question / answer information.
[0070] Furthermore, the notification unit 150 also has the function of notifying the designated engineer of the interview information received by the reception unit 110. In response to the reception unit 110 receiving the interview information, the notification unit 150 notifies the engineer (engineer terminal 40) designated by the designation unit 130 of the interview information, without requiring instructions from the sales representative. In this embodiment, the notification unit 150 transmits information about the technology discussed during the interview to the engineer who has been in contact with the sales representative (an example of a user), after the interview, without requiring instructions from the sales representative.
[0071] It should be noted that the notification unit 150 in this embodiment does not necessarily notify the engineer (engineer terminal 40) of all interview information without requiring instructions from the sales representative. Depending on the content of the interview information, the notification unit 150 may either notify without requiring instructions from the sales representative or make notifications subject to instructions from the sales representative.
[0072] This allows information being shared with customers to be shared with the technical experts involved in the meeting, further deepening collaboration between users and engineers based on the technical information (needs) that customers desire, and contributing to technological development.
[0073] Furthermore, the notification unit 150 also has the function of selectively notifying sales representatives who are relevant to the new technical information received by the reception unit 110. In other words, in response to the reception unit 110 receiving new technical information, the notification unit 150 notifies the sales representatives (sales representative terminals 30) identified by the identification unit 130 of the new technical information, without requiring instructions from the engineer. Specifically, when the reception unit 110 receives new technical information (an example of update information) concerning the organization's technology from an engineer, the notification unit 150 in this embodiment notifies the user who contacted the engineer of the new technical information (an example of update information).
[0074] It should be noted that the notification unit 150 in this embodiment does not necessarily notify sales representatives (sales representative terminal 30) of all new technical information without requiring instructions from engineers. Depending on the content of the new technical information, the notification unit 150 may either notify without requiring instructions from engineers or require instructions from engineers.
[0075] This allows organizations to share new technologies with users interested in those technologies, further deepening collaboration between users and engineers based on the technology information (seeds) developed by the organization, and assisting in sales activities.
[0076] Furthermore, the notification unit 150 also has the function of notifying the engineers (engineer terminal 40) involved in the simulated technology of the content of the simulation predicted by the prediction unit 160.
[0077] The prediction unit 160 is a means that has the function of performing simulations that predict future developments based on historical information regarding interactions with customers and technical information held by the organization. In other words, based on the historical information and technical information identified by the identification unit 130, the prediction unit 160 simulates a meeting with a customer by automatically generating answers to proposals and questions received by the reception unit 110, and generating further questions in response to the answers received by the reception unit 110, as a prediction of the future development of the discussion.
[0078] This allows sales representatives to conduct rehearsals before meetings with customers, enabling them to prepare in advance to smoothly answer any questions the customer may ask during the actual meeting.
[0079] Furthermore, the prediction unit 160 is a means that has the function of conducting demonstrations that predict future developments based on historical information regarding interactions with customers. In other words, without receiving proposals, questions, or answers from sales representatives, the prediction unit 160 automatically conducts demonstrations that predict, for example, meetings between the organization's sales representatives and customers, based on the historical information and technical information identified by the identification unit 130. This helps you understand what kind of conversations are typical with customers, so novice salespeople can use the demonstration flow as a reference.
[0080] In this case, it may be possible to participate in the conversation during the demonstration. That is, the prediction unit 160 may not display all of the predicted demonstration content, but may pause after each suggestion, question, or answer is displayed, and then resume displaying according to instructions, allowing the user to input questions or answers along the way, and the prediction unit 160 may make new predictions. This allows users to see how the subsequent developments change depending on the questions and answers they enter, enabling sales representatives and others to conduct demonstrations of various patterns to prepare for actual meetings with customers.
[0081] The technical information database (DB) 210 is a means of storing internal company information related to technology, such as research and development materials like monthly reports, technical papers, conference materials, and patent application documents.
[0082] The question / answer information database (DB) 220 is a means for storing questions received using this system 1 in association with their answers, and the stored answers are not limited to those generated by the generation unit 120, but also include those made by engineers.
[0083] The meeting information database (DB) 230 is a means of storing information about meetings concerning the organization's technology, and stores sales information related to the history of sales activities, such as meeting information between sales representatives and customers, as well as information on inquiries from sales representatives to engineers. Furthermore, sales information may include, for example, text information entered according to a prescribed format, chat history information conducted using a communication terminal, or audio recordings of telephone conversations between sales representatives and customers or technicians.
[0084] The Sales Representative Information Database (DB) 240 is a means of storing information about the organization's sales representatives, including, for example, the sales representative's name, department name, address, telephone number, extension number, and email address, as well as information useful for collecting technical information, such as the technical fields in which they need information and the technical fields in which they are interested. Furthermore, the Sales Representative Information Database (DB) 240 stores not only the current information but also the sales representative's past affiliations, such as departments they have belonged to. This allows System 1 to connect internal personnel with the sales representative and those related to them based on their history, even if, for example, a sales representative leaves the company or is transferred to another department.
[0085] The Engineer Information Database (DB) 250 is a means of storing information about the organization's engineers, including, for example, the engineer's name, department name, address, telephone number, extension number, and email address, as well as information useful for providing sales information, such as the technical fields currently under development and the technical fields the engineer has worked on in the past. Furthermore, the Engineer Information Database (DB) 250 stores not only current information but also the engineer's past affiliation history and technical field information, which is information about the technical fields the engineer has previously worked on. As a result, even if an engineer leaves the company or is transferred, System 1 can connect the engineer and related personnel with internal personnel based on their history information and technical field information.
[0086] Furthermore, the information regarding sales representatives and engineers within the aforementioned organizations may be managed together, for example, as organizational personnel information, rather than being managed separately.
[0087] The customer information database (DB) 260 is a means of storing customer information such as the customer's name, address, telephone number, email address, business details, past meeting history, and transaction history.
[0088] As described above, the collaborative auxiliary device 10 of this embodiment functions as a device including a reception unit 110, a generation unit 120, a specification unit 130, a display unit 140, a notification unit 150, and a prediction unit 160, when various programs (OS, applications, etc.) stored in the auxiliary storage device are loaded into the main memory and executed by the CPU 11.
[0089] Next, the output processing flow of the collaboration support information in the collaboration support system 1 of this embodiment will be described. Figure 4 is a flowchart illustrating the basic operation of the output processing of collaborative support information in the collaborative support device 10.
[0090] As shown in Figure 4, in step S301, the reception unit 110 performs a process to determine whether or not it has received the question. If the reception unit 110 receives a question (YES in S301), the process proceeds to step S302. On the other hand, if the reception unit 110 does not receive a question (NO in S301), the process in step S301 is repeated.
[0091] In step S302, the identification unit 130 refers to the technical information DB 210 and performs a process to identify the technical information that will serve as the basis for the answer. That is, the identification unit 130 identifies the technical information that the generation unit 120 will use to generate an answer to the question, based on the results of the generation unit 120 analyzing the content of the question received by the reception unit 110. Furthermore, in step S303, the generation unit 120 performs a process to generate an answer to the question based on the technical information identified by the identification unit 130.
[0092] Next, in step S304, the identification unit 130 performs a process to identify the engineer involved in the response (technical information) based on the previously identified technical information. Furthermore, in step S305, the identification unit 130 performs a process to identify the contact information of the identified engineer. Then, in step S306, the display unit 140 performs the process of displaying the answer generated by the generation unit 120 and the contact information of the engineer identified by the identification unit 130. After that, the operation of the support device 10 ends (END).
[0093] Next, we will explain the output process for collaborative support information, including contact information of related engineers, in System 1. Figure 5 is a flowchart illustrating the operation of the output processing of collaborative support information, including contact information of related engineers, in the collaborative support device 10.
[0094] As shown in Figure 5, the processes from step S401 to step S405 are the same as those described above from step S301 to step S305, so their explanation will be omitted. In step S406, the identification unit 130 performs a process to determine whether or not the technical expert initially identified based on the technical information in the question is employed by the organization. If the specific unit 130 determines that an engineer is employed (YES in S406), the process proceeds to step S409. On the other hand, if the specific unit 130 determines that an engineer is not employed (NO in S406), the process proceeds to step S407.
[0095] In step S407, the identification unit 130 performs a process to identify contact information of related engineers related to the engineer involved in the response (technical information) based on the previously identified technical information. Then, in step S408, the display unit 140 performs the process of displaying the answer generated by the generation unit 120 and the contact information of the relevant technical personnel identified by the identification unit 130. After that, the operation of the support device 10 ends (END).
[0096] Furthermore, in step S409, the display unit 140 performs the same process as in step S306 described above, displaying the answer generated by the generation unit 120 and the contact information of the engineer identified by the identification unit 130. After that, the operation of the support device 10 ends (END).
[0097] Next, we will explain the flow of the response display mode switching process in this system 1, which changes the way in which answers are given to questions. Figure 6 is a flowchart illustrating the operation of the response display mode switching process in the collaborative support device 10.
[0098] As shown in Figure 6, the process in step S501 is the same as the process in step S301 described above, so its explanation will be omitted. In step S502, the generation unit 120 performs a process to determine whether the display mode is for answer generation in self-study mode or not. That is, the generation unit 120 determines whether the answer generation is based on self-study mode or on suggestion mode. If the generation unit 120 has received instructions to generate answers based on the self-study mode (YES in S502), the process proceeds to step S503. On the other hand, if the generation unit 120 has received instructions not to generate answers based on the self-study mode, i.e., to generate answers based on the suggestion mode (NO in S502), the process proceeds to step S507.
[0099] Furthermore, in step S503, the generation unit 120 performs a process to determine whether the display mode is for generating answers in expert technician mode or not. That is, the generation unit 120 determines whether the answer generation is based on expert technician mode or beginner mode. If the generation unit 120 receives instructions to generate an answer based on the skilled technician mode (YES in S503), the process proceeds to step S504. On the other hand, if the generation unit 120 receives instructions not to generate an answer based on the skilled technician mode, i.e., to generate an answer based on the beginner mode (NO in S503), the process proceeds to step S505.
[0100] In step S504, the generation unit 120 performs a process to generate a response that contains a relatively large amount of technical information and uses specialized terminology, based on the technical information identified by the identification unit 130. Furthermore, in step S505, the generation unit 120 performs a process to generate an answer that uses relatively little technical information and is expressed in a simple manner, based on the technical information identified by the identification unit 130. Then, in step S506, the display unit 140 displays the answer generated by the generation unit 120 along with the contact information of the engineer identified by the identification unit 130. After that, the operation of the support device 10 ends (END).
[0101] Meanwhile, in step S507, the generation unit 120 identifies customers for whom the use of the technical information identified by the identification unit 130 is deemed desirable, and performs a process to generate a response that encourages the proposal of the organization's products (technology). Then, in step S508, the display unit 140 performs the process of displaying the proposed information generated by the generation unit 120 along with the contact information of the engineer identified by the identification unit 130. After that, the operation of the support device 10 ends (END).
[0102] Next, we will explain the chat question processing flow in System 1, where users can directly contact engineers via chat. Figure 7 is a flowchart illustrating the operation of the chat question processing in the collaborative support device 10, which allows users to directly contact engineers via chat.
[0103] As shown in Figure 7, the processes from step S601 to step S606 are the same as those described above from step S301 to step S306, so their explanation will be omitted. In step S607, the reception unit 110 performs a process to determine whether or not it has received an instruction to ask a question to a technician via chat. That is, based on the contact information of the technician identified by the identification unit 130, it determines whether or not it has received an instruction to request a chat with that technician. If the reception unit 110 receives a request to chat (YES in S607), the process proceeds to step S608. On the other hand, if the reception unit 110 does not receive a request to chat (NO in S607), the process in step S607 is repeated.
[0104] Furthermore, in step S608, the reception unit 110 performs a process to determine whether or not it has received a question. That is, the reception unit 110 determines whether or not it has received a question directed to the engineer identified by the identification unit 130. If the reception unit 110 receives a question (YES in S608), the process proceeds to step S609. On the other hand, if the reception unit 110 does not receive a question (NO in S608), the process in step S608 is repeated. Then, in step S609, the notification unit 150 processes a notification (send) of the received question to the engineer at the chat destination. That is, the notification unit 150 notifies the engineer at the chat destination of the question received by the reception unit 110 via chat, based on the contact information of the engineer identified by the identification unit 130.
[0105] Furthermore, in step S610, the reception unit 110 performs a process to determine whether or not it has received a response. That is, the reception unit 110 determines whether or not it has received a response from the engineer who notified it of the question. If the reception unit 110 receives a response (YES in S610), the process proceeds to step S611. On the other hand, if the reception unit 110 does not receive a response (NO in S610), the process in step S610 is repeated.
[0106] Next, in step S611, the notification unit 150 performs the process of notifying (sending) the questioner (sales representative) of the received answer. Then, in step S612, the reception unit 110 performs a process to associate the received questions and answers and store them in the question / answer information DB 220. After that, the operation of the support device 10 ends (END).
[0107] Next, we will explain the flow of the notification process for interview information in this system 1. Figure 8 is a flowchart illustrating the operation of the meeting information notification process in the collaborative support device 10, which notifies the engineer of meeting information with the customer.
[0108] As shown in Figure 8, in step S701, the reception unit 110 performs a process to determine whether or not it has received the interview information. If the reception unit 110 receives the interview information (YES in S701), the process proceeds to step S702. On the other hand, if the reception unit 110 does not receive the interview information (NO in S701), the process in step S701 is repeated.
[0109] In step S702, the identification unit 130 performs a process to identify the technology in the interview information. That is, the identification unit 130 identifies the technology information based on the results of the analysis of the contents of the interview information received by the reception unit 110 by the generation unit 120. Furthermore, in step S703, the identification unit 130 performs a process to identify the engineer involved in the technical information identified earlier. Furthermore, in step S704, the identification unit 130 performs a process to identify the contact information of the identified engineer.
[0110] Then, in step S705, the notification unit 150 processes the notification (transmission) of the interview information received by the reception unit 110 based on the contact information of the engineer identified by the identification unit 130. Furthermore, in step S706, the reception unit 110 processes the received interview information to store it in the interview information DB 230. After that, the operation of the support device 10 ends (END).
[0111] Next, we will explain the flow of notification processing for new technical information in this system 1. Figure 9 is a flowchart illustrating the operation of the new technology information notification process in the collaborative support device 10, which notifies a designated user of new technology information.
[0112] As shown in Figure 9, in step S801, the reception unit 110 performs a process to determine whether or not new technical information has been received. If the reception unit 110 receives new technical information (YES in S801), the process proceeds to step S802. On the other hand, if the reception unit 110 does not receive new technical information (NO in S801), the process in step S801 is repeated. In step S802, the reception unit 110 performs a process to store the received new technical information in the technical information DB 210 (update the technical information).
[0113] Furthermore, in step S803, the identification unit 130 identifies the technical information based on the results of the analysis of the content of the new technical information received by the reception unit 110 by the generation unit 120, and also performs a process to identify sales representatives who are related to the new technology. That is, the identification unit 130 refers to the sales representative information DB 240 based on the analysis results (technical information) from the generation unit 120, and identifies sales representatives whose technical fields of need or interest match, for example. Then, in step S804, the notification unit 150 processes the new technical information received by the reception unit 110 to notify (send) it based on the contact information of the sales representative identified by the identification unit 130. After that, the operation of the support device 10 ends (END).
[0114] Next, we will explain the simulation processing flow in System 1. Figure 10 is a flowchart illustrating the operation of a simulation process in the collaborative support device 10, simulating a customer interview.
[0115] As shown in Figure 10, in step S901, the reception unit 110 performs a process to determine whether or not it has received information to specify the customer. That is, the reception unit 110 determines whether or not it has received the customer's name. If the reception unit 110 has received the customer's name (YES in S901), the process proceeds to step S902. On the other hand, if the reception unit 110 has not received the customer's name (NO in S901), the process in step S901 is repeated.
[0116] In step S902, the identification unit 130 performs a process to identify historical information about interactions with the customer and business information of the customer based on the customer name received by the reception unit 110. Specifically, the identification unit 130 refers to the customer information DB 260 and identifies information about the customer's business, such as business details, past meeting history, and transaction history. In this case, a web search may be performed to identify information about the customer's business from the customer's homepage or other sources.
[0117] Next, in step S903, the reception unit 110 performs a process to determine whether or not it has received a proposal or question from the customer. If the reception unit 110 receives a proposal or question from the customer (YES in S903), the process proceeds to step S904. On the other hand, if the reception unit 110 does not receive a proposal or question from the customer (NO in S903), the process in step S903 is repeated.
[0118] In step S904, the prediction unit 160 performs a process to display an answer or question based on the customer's expected response. Specifically, the prediction unit 160 analyzes the customer's business information identified by the identification unit 130, and based on the analysis results, performs a simulation to generate and display content that is expected to be the customer's answer or question in response to the proposal or question received by the reception unit 110.
[0119] Furthermore, in step S905, the prediction unit 160 performs a process to determine whether or not it has received an instruction to terminate the simulation. If the prediction unit 160 receives a command to terminate the simulation (YES in S905), the operation of the coordinating support device 10 ends (END). On the other hand, if the reception unit 110 has not received an instruction to terminate the simulation (to continue the simulation) (NO in S905), the process from step S903 onwards is repeated. That is, the reception unit 110 determines whether or not it has received a suggestion, question, or answer in response to the answer or question simulated by the prediction unit 160. If it has received a suggestion, question, or answer, it then displays an answer or question again, anticipating the customer's reaction, and then determines whether or not it has received an instruction to terminate the simulation.
[0120] Next, we will explain the flow of the demonstration process in System 1. Figure 11 is a flowchart illustrating the operation of a demonstration process in the collaborative support device 10, simulating a customer interview.
[0121] As shown in Figure 11, the processing in steps S1001 and S1002 is the same as that in steps S901 and S902 described above, so their explanation will be omitted. In step S1003, the reception unit 110 performs a process to determine whether or not it has received an instruction to perform a demonstration. If the reception unit 110 receives an instruction to perform a demonstration (YES in S1003), the process proceeds to step S1004. On the other hand, if the reception unit 110 does not receive an instruction to perform a demonstration (NO in S1003), the process in step S1003 is repeated.
[0122] In step S1004, the prediction unit 160 performs a process to display a proposal, question, or answer, assuming a meeting with the customer. Specifically, the prediction unit 160 analyzes the information on the customer's business identified by the identification unit 130, and based on the analysis results, it refers to the technical information DB 210, the question / answer information DB 220, and the meeting information DB 230 to generate the content of a technology that can be proposed to the customer.
[0123] Furthermore, the prediction unit 160 generates content that is expected to be answered or asked in response to the proposal, based on information about the customer's business. The prediction unit 160 also generates content that is expected to be further answered or asked in response to the answer or question, based on the technical information DB 210, the question / answer information DB 220, and the interview information DB 230. In this way, the prediction unit 160 displays the content generated by conducting demonstrations such as proposals, questions, and answers alternately.
[0124] Furthermore, in step S1005, the prediction unit 160 performs a process to determine whether or not it has received an instruction to end the demonstration. If the prediction unit 160 receives a command to end the demonstration (YES in S1005), the operation of the coordinating support device 10 ends (END).
[0125] On the other hand, if the reception unit 110 has not received an instruction to end the demonstration (to continue the demonstration) (NO in S1005), the processing from step S1004 onwards is repeated. That is, the prediction unit 160 repeatedly generates further suggestions, questions, and answers to the suggestions, questions, and answers it has generated until it receives an instruction to end the simulation. Furthermore, the determination of whether or not an instruction to end the demonstration has been received may be made, for example, each time the prediction unit 160 generates a proposal, question, or answer.
[0126] As described above, System 1 receives technical questions from the organization and displays prompt answers, as well as contact information for reaching the engineers involved in those answers. This enables continuous response to inquiries and facilitates technical information-based collaboration between users, such as sales representatives within the organization, and engineers.
[0127] Next, an example of the screen configuration displayed on the sales representative terminal 30 in this embodiment will be described. First, the sales representative, as the primary user of System 1, accesses the System 1 website using the communication function of the sales representative terminal 30, installs (downloads) the dedicated application software, and sets up personal identification information (ID) and a password in order to enjoy using System 1.
[0128] When a sales representative connects to this system 1 from their terminal 30, the first screen displayed can be, for example, shown in Figure 12. Figure 12 is a schematic diagram showing an example configuration of the main screen 300 displayed on the sales representative's terminal 30. When the sales representative's terminal 30 logs in to the site of this system 1, the main screen 300, as shown in Figure 12, is displayed on the monitor.
[0129] In Figure 12, the main screen 300 is equipped with an inquiry reception unit 301, a real-time inventory display unit 302, a document Q&A history display unit 304, and a recent inquiry history display unit 305.
[0130] The inquiry reception unit 301 accepts the input of questions and the selection of response formats. This inquiry reception unit 301 is equipped with a "For Engineers" button 3011 for selecting a response format with a relatively large amount of technical explanation information as a result of the inquiry, a "For Beginners" button 3012 for selecting a response format with a relatively small amount of technical explanation information, a "Proposal Mode" button 3013 for selecting a response format that proposes the organization's products to a specific customer, a question input field 3014 for entering the question, and a "Submit" button 3015 for instructing the submission of the entered question.
[0131] Furthermore, the real-time inventory display unit 302 shows the current inventory status of the organization's products. The document Q&A history display unit 304 allows searching for the question and answer history related to a specific document. Finally, the recent inquiry history display unit 305 shows the history of questions and answers recently made using this system 1.
[0132] Figure 12 shows that the "For Engineers" button 3011 has been selected (e.g., clicked or tapped), and its color is shown to be different from the other buttons. The question input field 3014 is shown as if a question such as "What effects can be expected when NIS XX is added to rubber?" has been entered.
[0133] Then, when the "Send" button 3015 is selected (for example, by clicking or tapping), the question entered in the question input field 3014 is sent to the collaborative support device 10, and depending on the answer format of the selected "For Engineers" button 3011, the answer display screen 310, for example, as shown in Figure 13, is displayed. Figure 13 is a schematic diagram showing an example configuration of the response display screen 310 in expert technician mode, which is displayed on the sales representative terminal 30.
[0134] In Figure 13, the answer display screen 310 is provided with an answer display field 311. Furthermore, the answer display area 311 is provided with a question display unit 3111, an answer display unit 3112, and a technical information display unit 3113. The question display unit 3111 confirms the content of the entered question. The answer display unit 3112 displays the answer to the question in expert engineer mode, along with the technical documents that formed the basis of the answer, i.e., the documents used to provide the answer. The engineer information display unit 3113 indicates the engineer involved in the answer.
[0135] In Figure 13, the answer display section 3112 shows the following answer: "We will answer in detail from a technical standpoint:" along with the statement, "The addition of NIS XX alters the intermolecular interactions within the rubber matrix..."
[0136] In this answer, technical terms such as "intermolecular interaction" and "compression set" are highlighted in a different color from other text, and when the mouse pointer is hovered over the highlighted technical term, an explanation of that technical term is displayed, essentially providing a dictionary function. In addition, in the answer, important parts such as "12phr" and "achieved a formulation ratio of 12phr and a compression set of 18% at customer A," as well as confidential information, are highlighted in a different color or shaded.
[0137] Furthermore, the response display unit 3112 displays technical documentation information accompanying the response. In Figure 13, the first technical document display section 31121 shows "Internal Report R-2024-001," the second technical document display section 31122 shows "Development Department Document R-2023-045," and the third technical document display section 31123 shows "Technical Review Report R-2023-032."
[0138] These technical documents can be selected (e.g., by clicking or tapping) to display detailed information about each. For example, selecting (e.g., by clicking or tapping) "Internal Report R-2024-001" shown in the first technical document display unit 31121 will display the related engineer / supporting document display screen 340 shown in Figure 16 later.
[0139] Furthermore, in Figure 13, the engineer information display unit 3113 shows information about the engineer and supporting documents, such as "Related expert: Researcher Sato (Polymer Modification Specialist) Source: Internal report R-2024-001 "Performance Evaluation of NIS XX-type Modifiers"," and also provides a "Contact" button 31131 that requests to display contact information for the engineer.
[0140] When the "Contact" button 31131 is selected (for example, by clicking or tapping), detailed information about the engineer displayed on the engineer information display unit 3113 is shown. For example, the display screen 350 for the detailed information of the related engineer, as shown in Figure 18 later, is displayed.
[0141] Furthermore, if you select (for example, click or tap) the "Beginner-friendly" button 3012 on the main screen 300 shown in Figure 12, and enter a question in the question input field 3014 such as "What effects can be expected when NIS XX is added to rubber?", then select (for example, click or tap) the "Submit" button 3015, and the answer display screen 320 shown in Figure 14 will be displayed. Figure 14 is a schematic diagram showing an example configuration of the response display screen 320 in beginner mode, which is displayed on the sales representative's terminal 30.
[0142] In Figure 14, the answer display screen 320 is provided with an answer display field 321. Furthermore, the answer display area 321 is provided with a question display unit 3211, an answer display unit 3212, and a technical information display unit 3213.
[0143] The question display unit 3211 confirms the content of the entered question. The answer display unit 3212 displays the answer to the question in beginner mode, and, similar to the answer display in expert mode, it shows the technical documents that formed the basis of the answer (used in the answer). The engineer information display unit 3213, similar to the engineer information display unit 3113 on the answer display screen 310, shows the engineer involved in the answer.
[0144] In Figure 14, the answer display section 3212 shows the words, "We will explain it in an easy-to-understand way:", along with the answer, "When NIS XX is mixed with rubber, the rubber will perform better:..." In this answer, as with the answer display in expert engineer mode, the background of technical terms is colored differently from other text, and when you hover your mouse pointer over the colored part of a technical term, for example, the explanation of that technical term will be displayed.
[0145] Furthermore, the answer display unit 3212 displays technical document information associated with the answer. Since the expert engineer mode and the question are the same, in Figure 14, the first technical document display unit 32121 displays "Internal Report R-2024-001", the second technical document display unit 32122 displays "Development Department Document R-2023-045", and the third technical document display unit 32123 displays "Technical Review Document R-2023-032". These technical documents can also be selected (for example, by clicking or tapping) to display detailed information about each one.
[0146] Furthermore, in Figure 14, the engineer information display unit 3213 displays information about engineers and supporting documents similar to that of the engineer information display unit 3113 in the answer display screen 310, and is also provided with a "Contact" button 32131 that requests the display of contact information for contacting the engineer. By selecting (for example, clicking or tapping) the "Contact" button 32131, the display screen 350 showing detailed information about the relevant engineer, as shown in Figure 18 later, is displayed.
[0147] Furthermore, if you select the "Suggestion Mode" button 3013 on the main screen 300 shown in Figure 12 (for example, by clicking or tapping), and enter a question in the question input field 3014, such as "What effects can be expected when NIS XX is added to rubber?", then select the "Submit" button 3015 (for example, by clicking or tapping), the answer display screen 330 shown in Figure 15 will be displayed. Figure 15 is a schematic diagram showing an example configuration of the response display screen 330 in proposal mode, which is displayed on the sales representative's terminal 30.
[0148] In Figure 15, the answer display screen 330 is provided with an answer display field 331.
[0149] Furthermore, the answer display area 331 is provided with a question display section 3311, an answer display section 3312, an engineer information display section 3313, and a proposed customer information display section 3314. The question display unit 3311 confirms the content of the entered question. The answer display unit 3312 displays the proposed answer to the question in suggestion mode, and, similar to the answer display in expert mode and beginner mode, it shows the technical documents that formed the basis of the answer (used in the answer). The engineer information display unit 3313, similar to the engineer information display unit 3113 on the answer display screen 310, shows the engineer involved in the answer.
[0150] In Figure 15, the response display section 3312 shows the words, "We will provide information that can be used as proposal material:", along with the response, "Proposal for benefits to the customer...". In this answer, as with the answer display in expert mode and beginner mode, technical terms are highlighted with a different color background than other text. When you hover your mouse pointer over the highlighted area of a technical term, for example, an explanation of that technical term will be displayed.
[0151] Furthermore, the answer display unit 3312 shows technical document information associated with the answer. Since the questions are the same for both the expert engineer mode and the beginner mode, in Figure 15, the first technical document display unit 33121 shows "Internal Report R-2024-001", the second technical document display unit 33122 shows "Development Department Document R-2023-045", and the third technical document display unit 33123 shows "Technical Review Document R-2023-032". These technical documents can also be selected (for example, by clicking or tapping) to display detailed information about each one.
[0152] Furthermore, in Figure 15, the engineer information display unit 3313 displays information about engineers and supporting documents similar to that of the engineer information display unit 3113 in the answer display screen 310, and is also provided with a "Contact" button 33131 that requests the display of contact information for contacting the engineer. By selecting (for example, clicking or tapping) the "Contact" button 33131, the display screen 350 showing detailed information about the relevant engineer, as shown in Figure 18 later, is displayed.
[0153] Then, in Figure 15, the proposed customer information display unit 3314 displays information about the customer to whom the proposed content displayed in the response display unit 3312 is recommended, such as "Why don't you propose this product to Company A?"
[0154] Note that the example shown in Figure 15 is just one example, and based on the technical content exchanged between the engineer and the sales representative, it is also possible to encourage the suggestion of other products in addition to the products that were directly discussed. Furthermore, the customer information display unit 3314 may suggest products that are recommended based on the technical content and customer information.
[0155] Furthermore, if the target customers for sales of the company's products have been determined, the proposal mode will propose the organization's products based on the customer's information. For example, in proposal mode, when receiving technical questions, the system obtains information about the customer to whom the technology will be introduced as a sales representative. This customer information includes various detailed details such as the products and technologies the customer handles, and the strengths (e.g., areas of expertise) and weaknesses (e.g., areas where the customer struggles) of the customer's products and technologies. This information is retrieved by searching internal and external databases. Furthermore, in proposal mode, the system also retrieves information unique to the company, such as past transactions and communications with the customer, from its internal database. Finally, in proposal mode, the system proposes the company's products (technologies) that are suitable for that customer based on the customer information.
[0156] Furthermore, as mentioned above, selecting (for example, clicking or tapping) the technical documentation information displayed alongside the answer will display the related engineer / supporting document screen 340 shown in Figure 16. Figure 16 is a schematic diagram showing an example configuration of the display screen 340 for related technical information / supporting documents displayed on the sales representative's terminal 30.
[0157] In Figure 16, the display screen 340 for related engineers / supporting documents is provided with a technical document name display field 341, an engineer information display field 342, and a technical information display field 343. The technical document name display field 341 displays the name of the technical document information selected on each of the response display screens mentioned above. For example, it shows "Internal Report R-2024-001".
[0158] Furthermore, the engineer information display section 342 includes a document information display unit 3421 that shows the bibliography of the displayed technical document, a current team information display unit 3422 that shows the information of the team that created the technical document as related engineer information, a past person history information display unit 3423 that also shows related engineer information, and a question answerer display unit 3424 that shows the engineers who answered questions about the technical document.
[0159] This document information display unit 3421 displays information such as the title, creation date, last update date, and confidentiality level, along with the document ID necessary to identify and find the technical document in question. Furthermore, the current team information display unit 3422 is equipped with a first engineer information display unit 34221 and a second engineer information display unit 34222, and as explained later in Figure 17, detailed information about the engineers is displayed.
[0160] Furthermore, the past personnel history information display unit 3423 displays the first engineer history information 34231 and the second engineer history information 34232. The first engineer information display unit 34221, the second engineer information display unit 34222, and the first engineer history information 34231 and second engineer history information 34232 described above are all displayed in the shape of rectangular strips. By selecting (for example, clicking or tapping) one of these strip areas, a display screen 350 showing detailed information about related engineers, for example, as shown in Figure 18 later, is displayed, similar to the "Contact" button 33131 shown in Figure 15.
[0161] Although not shown in the diagram, the question answerer display unit 3424 for this document displays multiple pieces of answer history information, including the name of the engineer who answered a past question, a summary of the question answered, and the date and time of the answer.
[0162] Furthermore, the technical information display section 343 displays the contents of the performance evaluation report for the NIS XX-type modifier, which consists of various items such as the overview display section 3431, the experimental method display section 3432, and the results and discussion display section 3433.
[0163] Figure 17 is a diagram illustrating the contents of the related technical information shown in Figure 16.
[0164] In Figure 17, the first engineer information display unit 34221 displays the engineer display unit 342211, the department information display unit 342212, the email address display unit 342213, the extension number display unit 342214, the location information display unit 342215, the working (attendance) time display unit 342216, and the specialty field tag display unit 342217, respectively.
[0165] Furthermore, the first engineer information display unit 34221 is equipped with the name of Ms. Hanako Sato, the engineer involved in the response, as displayed on the first engineer information display unit 34221, and a "chat" button 342218 for contacting her via chat. In addition, the first engineer information display unit 34221 is equipped with an "email" button 342219 for contacting her via email and a "web interview" button 342220 for contacting her via a cloud call service. That is, for example, when the "chat" button 342218 is selected (e.g., clicked or tapped), the chat information input screen 360 shown in Figure 19 is displayed, and the chat is initiated.
[0166] Therefore, the sales representative who asked the question can find out who to ask for more detailed information from the various information displayed on the first technical information display unit 34221, and can also efficiently and easily contact Ms. Hanako Sato, the technical expert who will be answering the question, by selecting the "chat" button 342218, the "email" button 342219, or the "web interview" button 342220.
[0167] Figure 18 is a schematic diagram showing an example configuration of the display screen 350 for detailed information of related engineers, which is displayed on the sales representative's terminal 30. In Figure 18, the display screen 350 for the detailed information of related engineers includes an engineer name display field 351, an engineer information display field 352, an affiliation history display field 353, and an activity history display field 354.
[0168] The Engineer Name Display Field 351 displays the name of the engineer involved in the response, for example, "Hanako Sato - Person in Charge Information". The Engineer Name Display Field 351 also includes a "Contact" button 3511 for contacting via email and a "Start Chat" button 3512 for contacting via chat.
[0169] Furthermore, the engineer information display section 352 includes, as detailed information for the engineer displayed in the engineer name display section 351, an affiliation information display section 3521, an email address display section 3522, an extension number display section 3523, a location information display section 3524, a working (attendance) time display section 3525, and a specialty field information display section 3526.
[0170] Furthermore, the affiliation history display section 353 shows the first affiliation history information 3531, the second affiliation history information 3532, and the third affiliation history information 3533, respectively. Furthermore, the activity history display area 354 displays the first activity history information 3541, the second activity history information 3542, the third activity history information 3543, and the fourth activity history information 3544, respectively.
[0171] Figure 19 is a schematic diagram showing an example configuration of the chat information input screen 360 with a technician, which is displayed on the sales representative's terminal 30. In Figure 19, the chat information input screen 360 is provided with a chat partner display field 361, a technical information display field 362 related to the question, and a chat content display field 363.
[0172] The chat partner display field 361 shows the name of the engineer with whom the sales representative is chatting, for example, "Chat with Hanako Sato (Researcher)". The chat partner display field 361 also has a "Save" button 3611 for saving the chat content and an "End" button 3612 for ending the chat.
[0173] Furthermore, the technical information display section 362 displays the contents of the performance evaluation report for the NIS XX-type modifier, including an overview, information on the product being evaluated, compression set characteristics, and heat resistance evaluation. The chat content display area 363 includes a message input field 3631, a "Send" button 3632 for sending the entered message to the chat partner, and a history display area 3633 for displaying the message content.
[0174] Therefore, on the chat information input screen 360, the sales representative can view the performance evaluation report displayed in the technical information display area 362, enter questions in the message input area 3631, and select (for example, click or tap) the "Send" button 3632 to contact the engineer displayed in the chat partner display area 361 via chat. Then, if the sales representative wishes to save the chat content displayed in the history display area 3633, they select the "Save" button 3611, and if they want to end the chat, they select the "End" button 3612.
[0175] Furthermore, when a sales representative conducts a meeting with a customer, for example, on the main screen 300 shown in Figure 12, they can enter "meeting" in the question input field 3014 and select (for example, click or tap) the "Send" button 3015, which will display the meeting information input screen 370 shown in Figure 20. Figure 20 is a schematic diagram showing an example configuration of the customer meeting information input screen 370 displayed on the sales representative's terminal 30.
[0176] In Figure 20, the interview information input screen 370 is provided with an interview information input section 371, a "Save Draft" button 372, a "Save and Continue" button 373, and a "Start Chat Session" button 374. Furthermore, the interview information input unit 371 is provided with a basic information input unit 3711, a participant information input unit 3712, and a response content input unit 3713.
[0177] This basic information input section 3711 includes a meeting date and time input field 37111 for the interview, a contact method selection field 37112 for the format of the interview, and a contact company name input field 37113 for the interviewee. Here, the format of the interview refers to categories such as face-to-face meeting, online meeting, telephone call, and email, and can be selected and entered using the pull-down menu provided at the right end of the contact method selection field 37112.
[0178] Furthermore, the participant information input section 3712 includes a name input field 37121 and a department / position input field 37122 for the information of the other party in the interview, and a name input field 37123 and an affiliation input field 37124 for the information of the company's own participants. Note that the input fields for the other party's participant information and the company's own participant information can be increased as needed.
[0179] Furthermore, the response content input section 3713 includes a background / circumstance input field 37131, an objective / expected outcome input field 37132, a target product / technical field input field 37133, and a priority input field 37134. Therefore, sales representatives first input the required information in the basic information input unit 3711 and the participant information input unit 3712 before or during a meeting with a customer, and then input the required information in the response content input unit 3713 during or after the meeting.
[0180] Furthermore, by selecting (for example, clicking or tapping) the "Start Chat Session" button 374, the sales representative can conduct a chat interview with the customer on a chat information input screen 360, such as the one shown in Figure 19. The interview information input screen 370 may be displayed not from the main screen 300, but by providing a separate interview button.
[0181] Furthermore, the content of a chat conducted on the chat information input screen 360 shown in Figure 19 can be saved by selecting the "Save" button 3611, and then later searched for and reviewed on the chat history information search screen 380 shown in Figure 21. Figure 21 is a schematic diagram showing an example configuration of the search screen 380 for chat history information with engineers or customers, which is displayed on the sales representative's terminal 30.
[0182] In Figure 21, the chat history information search screen 380 is provided with a search criteria input field 381 and a chat history display field 382. The search criteria input field 381 includes a keyword input section 3811 for searching using keywords such as product names, technical terms, and company names; a chat type selection section 3812 for selecting whether to use a customer support chat or a chat with a representative (technical officer); a period specification input section 3813 for specifying the search period (year, month, and day); a company name / representative input section 3814 for specifying the chat partner; a related document input section 3815 for entering sample IDs and document titles; a "Execute Search" button 3816; and a "Clear" button 3817 for canceling the entered information.
[0183] Furthermore, the chat history display section 382 is provided with the first chat history information 3821, the second chat history information 3822, the third chat history information 3823, the fourth chat history information 3824, the fifth chat history information 3825, and the sixth chat history information 3826.
[0184] Furthermore, when a sales representative conducts a simulation, for example, on the main screen 300 shown in Figure 12, they enter "simulation" in the question input field 3014, enter the name of the company to be interviewed as company information, and select (for example, click or tap) the "Send" button 3015, which displays the simulation screen 390 shown in Figure 22. Figure 22 is a schematic diagram showing an example configuration of the simulation screen 390 displayed on the sales representative's terminal 30.
[0185] The simulation screen 390 is equipped with a simulation interview display unit 391, a simulation interview response input unit 392, a "Send" button 393, a "Back" button 394, and an "End" button 395. The simulation interview display unit 391 displays, for example, the first sales representative's response statement 3941, the first hypothetical customer response statement 3951, the second sales representative's response statement 3942, the second hypothetical customer response statement 3952, and the third sales representative's response statement 3943.
[0186] In other words, the first sales representative response 3941, the second sales representative response 3942, and the third sales representative response 3943 are displayed on the simulation interview display unit 391 when the sales representative inputs response texts such as proposals, questions, and answers into the simulation interview response input unit 392 and selects (for example, clicks or taps) the "Send" button 393. Furthermore, the first customer response scenario 3951 and the second customer response scenario 3952 are generated by the system 1 after it identifies the customer's business information from the name of the customer it has received, and anticipates the customer's reaction to response messages such as proposals, questions, and answers from the sales representative, and then generates responses or questions which are displayed on the simulation interview display unit 391.
[0187] In Figure 22, the first sales representative's response, 3941, includes a suggestion such as, "For your company's XX, we recommend the NIS XX-X000." In response to this, the first hypothetical customer response sentence 3951 includes the question, "What effects can be expected when NIS XX-X000 is added to rubber?" Furthermore, in response to the first customer response statement 3951, the second sales representative response statement 3942 states, "Improvements in compression set characteristics and improvements in physical properties due to intermolecular interactions can be expected."
[0188] Furthermore, in response to the second sales representative's response 3942, the second anticipated customer response 3952 includes a follow-up question such as, "We are planning on using it for a long period of time in a 150°C environment, but what is the degree of heat resistance?" Then, in response to the second customer response (3952), the third sales representative response (3943) shows the answer: "The thermal decomposition start temperature is 285°C before the addition of NIS XX and 305°C after the addition of NIS XX, an improvement of 20°C."
[0189] In this way, sales representatives can prepare for actual meetings not by anticipating customer reactions on their own, but by conducting simulations of customer meetings in advance. Furthermore, after reviewing the customer's expected response, the sales representative can cancel the response displayed on the simulation interview display unit 391 by selecting (for example, clicking or tapping) the "back" button 394, enter a different response into the simulation interview response input unit 392, and select the "send" button 393 to repeat the simulation while observing the customer's reaction. To end the simulation, select (for example, click or tap) the "End" button 395.
[0190] Although not shown in the diagram, the simulation results can also be saved by selecting a separate "Save" button. Therefore, during an actual meeting between the sales representative and the customer, the saved simulation results can be displayed on the screen of a communication terminal (sales representative terminal 30) that the sales representative can access. Furthermore, the simulation screen 390 may be displayed not from the main screen 300, but by providing a separate simulation button.
[0191] Furthermore, when a sales representative conducts a demonstration, for example, on the main screen 300 shown in Figure 12, they can enter "demonstration" in the question input field 3014, enter the name of the company they will be meeting with as company information, and select (for example, click or tap) the "Send" button 3015, which will display the demonstration screen 400 shown in Figure 23.
[0192] Figure 23 is a schematic diagram showing an example configuration of the demonstration screen 400 displayed on the sales representative's terminal 30.
[0193] The demonstration screen 400 is equipped with a demonstration interview display section 401, a "Next" button 402, a "Back" button 403, a demonstration interview response input section 404, a "Send" button 405, and an "End" button 406. The demonstration interview display unit 401 displays, for example, the first sales representative's hypothetical response 4041, the first customer's hypothetical response 4051, the second sales representative's hypothetical response 4042, and the second customer's hypothetical response 4052.
[0194] In other words, the first sales representative's anticipated response sentence 4041 and the first customer's anticipated response sentence 4051 are generated by the system 1 after it identifies the customer's business information from the name of the customer it has received, analyzes the information about the customer's business, and based on the analysis results, refers to the technical information DB 210, question / answer information DB 220, and interview information DB 230 to anticipate the content of technology that can be proposed to the customer, and generates proposals, questions, and answers for the sales representative, which are then displayed on the demonstration interview display unit 401.
[0195] Furthermore, the first customer response statement 4051 and the second customer response statement 4052 are generated by the system 1, which identifies the customer's business information from the name of the customer it receives, and anticipates the customer's reaction to the response statements such as proposals, questions, and answers from the sales representative. These customer responses or questions are then generated and displayed on the demonstration interview display unit 401.
[0196] In Figure 23, the first hypothetical response from the sales representative, 4041, is a suggestion such as, "For your company's XX, we recommend the NIS XX-X000." In response to this, the first hypothetical customer response sentence 4051 includes the question, "What effects can be expected when NIS XX-X000 is added to rubber?"
[0197] Furthermore, in response to the first hypothetical customer response 4051, the second hypothetical sales representative response 4042 is presented as "Improved compression set characteristics and enhanced physical properties due to intermolecular interactions can be expected." Furthermore, in response to the second hypothetical sales representative response 4042, the second hypothetical customer response 4052 includes a follow-up question such as, "We are considering long-term use in a 150°C environment, but what is the degree of heat resistance?"
[0198] In this way, instead of sales representatives preparing for meetings by simulating meetings with virtual customers, they can prepare for actual meetings by conducting demonstrations beforehand that simulate meetings between the sales representative and the customer. In other words, by selecting (for example, clicking or tapping) the "Next" button 402, the sales representative's response and the customer's response are displayed alternately on the demonstration interview display unit 401, so even a sales novice can learn how to conduct an interview by sequentially checking the expected response sentences.
[0199] Furthermore, after reviewing the sales representative's anticipated response, they can select the "Back" button 403 to cancel the anticipated response displayed on the demonstration interview display unit 401, input their own anticipated response into the demonstration interview response input unit 404, and select the "Send" button 405 to try out various demonstrations while observing how the customer's reaction changes. To end the demonstration, select (for example, click or tap) the "End" button 406.
[0200] Although not shown in the diagram, the demonstration content can also be saved by selecting a separately provided "Save" button. Therefore, during an actual meeting between the sales representative and the customer, the saved demonstration content can be displayed on the screen of a communication terminal (sales representative terminal 30) that the sales representative can view. Furthermore, the demonstration screen 400 may be displayed not from the main screen 300, but by providing a separate demonstration button.
[0201] In this way, System 1 aims to reduce the burden on sales representatives who spend a great deal of time and effort acquiring the specialized knowledge necessary for technical dialogue with customers. It databases various technical information within the organization and uses the RAG chat function to quickly respond to inquiries from sales representatives.
[0202] In other words, the system systematically databases the technical knowledge accumulated within the organization, and when a sales representative asks a question about the organization's technology, it refers to this database to quickly generate and display an answer to the question. Furthermore, by identifying and displaying contact information for the relevant engineers within the organization, it enables efficient and easy communication between sales representatives and engineers. Therefore, this system 1 facilitates information-based collaboration between sales representatives and engineers.
[0203] The sales representative is just one example of a user. Furthermore, in Figures 16 and 17, the content shown in the first engineer information display unit 34221 is an example of contact information for communication between the user and the engineer of the organization involved in the response, and in Figure 16, the content shown in the second engineer information display unit 34222, the first engineer history information 34231, and the second engineer history information 34232 is an example of contact information for communication between the user and other engineers.
[0204] Furthermore, the "For Engineers" button 3011 shown in Figure 12 is an example of a means for selecting the skilled engineer mode in self-study mode, and the "For Beginners" button 3012 is an example of a means for selecting the beginner mode in self-study mode. Furthermore, in Figure 15, the content shown in the response display unit 3312 is an example of proposed information, and the content displayed in the proposed customer information display unit 3314 is an example of customer information.
[0205] Furthermore, in Figure 22, the content shown on the simulation interview display unit 391 is an example of a simulation. Furthermore, in Figure 23, the content shown on the demonstration interview display unit 401 is an example of a demonstration.
[0206] [Note] (Note 1) Having one or more processors, The aforementioned processor, The system receives questions from users belonging to the organization regarding the technology possessed by the organization, and generates answers to those questions using AI. Identify the engineers belonging to the aforementioned organization who are involved in the aforementioned response, The screen displays contact information for the user to contact the technician and the response. system. (Note 2) The system described in Appendix 1, which displays contact information for contacting other engineers related to the engineer if the engineer is no longer affiliated with the organization. (Note 3) The organization receives meeting information regarding meetings between its customers and users concerning the organization's technology. The system described in Appendix 1, which identifies the technical personnel of the organization involved in the aforementioned interview and displays contact information for the user and the technical personnel to communicate before the interview. (Note 4) The system described in Appendix 3, which, after the meeting, transmits to the engineer who contacted the user information regarding the technology discussed during the meeting, without requiring any instructions from the user. (Note 5) The system described in Appendix 1, which, upon receiving updated information regarding the organization's technology from the aforementioned engineer, notifies the user who contacted the engineer of the updated information. (Note 6) The system described in Appendix 1, which, upon receiving updated information regarding the organization's technology from the aforementioned engineer, notifies the user who previously asked a question about the technology related to the updated information. (Note 7) The system described in Appendix 1, wherein the output modes of the response include a self-study mode for the user to learn the organization's technology on their own, and a proposal mode for proposing the organization's products to the organization's customers. (Note 8) The aforementioned proposal mode is the system described in Appendix 7, which proposes the organization's products based on the customer's information. (Note 9) The self-study mode is the system described in Appendix 7 or 8, comprising a first information mode in which the amount of information explaining the technology is relatively large, and a second information mode in which the amount of information explaining the technology is relatively small. (Note 10) Multiple questions from the user to the engineer, and the engineer's answers to those questions are stored. The system described in Appendix 1, which, when receiving a question from the user regarding the organization's technology and generating an answer using AI, causes the AI to refer to information regarding past questions and answers. (Note 11) Having one or more processors, The aforementioned processor, The system receives questions from users belonging to the organization regarding the technology possessed by the organization, and generates answers to those questions using AI. Identify the engineers belonging to the aforementioned organization who are involved in the aforementioned response, The screen displays contact information for the user to contact the technician and the response. Device. (Note 12) The process involves receiving questions from users belonging to an organization regarding the organization's technologies, and generating answers to those questions using AI. A step of identifying the engineer belonging to the aforementioned organization who is involved in the aforementioned response, The steps include displaying on the screen contact information for the user to contact the technician and the response, A method for providing this. (Note 13) On the computer, A function that receives questions from users belonging to an organization regarding the technology possessed by that organization, and generates answers to those questions using AI, A function to identify engineers belonging to the aforementioned organization who are involved in the aforementioned response, A function that displays on the screen contact information and the response for the user to contact the engineer, A program that executes the command.
[0207] Although the embodiments described above are illustrative examples intended to facilitate understanding of the present invention, they are not intended to limit the interpretation of the present invention. Furthermore, the present invention is not limited to the embodiments described above, and any modifications, improvements, etc., that can achieve the objectives of the present invention are included in the present invention. [Explanation of Symbols]
[0208] 10...Collaboration support device (server), 30...Sales representative terminal, 40...Technician terminal, 110...Reception unit, 120...Generation unit, 130...Specification unit, 140...Display unit, 150...Notification unit, 160...Prediction unit, 210...Technical information DB, 220...Question / answer information DB, 230...Interview information DB, 240...Sales representative information DB, 250...Technician information DB, 260...Customer information DB
Claims
1. Having one or more processors, The aforementioned processor, It is possible to have the generating AI refer to a technical information database that stores technical information within the organization and a technical information database that stores contact information of technical personnel within the said organization. By inputting a predetermined prompt to the generating AI, the AI will output answers to questions from users belonging to the organization regarding the organization's technology, and contact information for the users to contact the engineers. The prompt includes instructions to identify the technical information from the technical information database that forms the basis for the answer to the question based on the content of the question, to generate an answer to the question according to the identified technical information, to identify the engineer involved in the technical information that forms the basis for the answer, and to identify the engineer's contact information from the engineer information database. The contact information and the response output by the AI generating the information are displayed on the screen. system.
2. The system according to claim 1, which, if the aforementioned engineer is no longer affiliated with the aforementioned organization, displays contact information for contacting other engineers related to the aforementioned engineer.
3. The organization receives meeting information regarding meetings between its customers and users concerning the organization's technology. The system according to claim 1, which identifies the technical personnel of the organization involved in the aforementioned interview, and displays contact information for the user and the technical personnel to communicate before the interview.
4. The system according to claim 3, wherein, after the meeting, the engineer who contacted the user is sent information regarding the technology discussed during the meeting, without requiring instructions from the user.
5. The system according to claim 1, wherein when it receives updated information regarding the organization's technology from the aforementioned engineer, it notifies the user who contacted the engineer of the updated information.
6. The system according to claim 1, wherein when it receives updated information regarding the organization's technology from the aforementioned engineer, it notifies the user who had previously asked a question about the technology related to the updated information of the aforementioned update.
7. The system according to claim 1, wherein the output modes of the response include a self-study mode for the user to learn the organization's technology on their own, and a proposal mode for proposing the organization's products to the organization's customers.
8. The system according to claim 7, wherein the suggestion mode suggests products of the organization based on the customer information.
9. The system according to claim 7 or 8, wherein the self-study mode comprises a first information mode in which the amount of explanatory information relating to the technology is relatively large, and a second information mode in which the amount of explanatory information relating to the technology is relatively small.
10. Having one or more processors, The aforementioned processor, It is possible to have the generating AI refer to a technical information database that stores technical information within the organization and a technical information database that stores contact information of technical personnel within the said organization. By inputting a predetermined prompt to the generating AI, the AI will output answers to questions from users belonging to the organization regarding the organization's technology, and contact information for the users to contact the engineers. The prompt includes instructions to identify the technical information from the technical information database that forms the basis for the answer to the question based on the content of the question, to generate an answer to the question according to the identified technical information, to identify the engineer involved in the technical information that forms the basis for the answer, and to identify the engineer's contact information from the engineer information database. The contact information and the response output by the generating AI are displayed on the screen. Device.
11. On the computer, A function to allow the generating AI to refer to a technical information database that stores technical information within the organization and a technical information database that stores contact information of technical personnel within the said organization, The function of generating AI to output answers to questions from users belonging to the organization regarding the organization's technology, and contact information for the user to contact the technical expert, by inputting a predetermined prompt. A function to display the contact information and the response output by the generating AI on the screen, Make it run, The prompt includes instructions to identify the technical information from the technical information database that forms the basis for the answer to the question based on the content of the question, to generate an answer to the question according to the identified technical information, to identify the engineer involved in the technical information that forms the basis for the answer, and to identify the engineer's contact information from the engineer information database. program.