Workflow Analysis: AI vs Human Involvement
CronJob runs automatically to scan lead data from configured sources. Fully automated, no human intervention required.
Agent automatically analyzes and scores leads. Results displayed on Bảng 1 in ERP for Rep to view.
Rep decides what to contact, when, how. Agent is copilot on Bảng 2: suggests content, timing, shows interaction history.
Rep reads responses and decides next action. Agent assists on Bảng 2: classifies, suggests responses.
Rep inputs PDF parameters → Agent auto-generates proposal. Results displayed on Bảng 3 for Rep to review and send.
Agent generates suggestions and discovery questions for Rep to use in calls/meetings. Displayed on Bảng 3.
Proposal → Contract. Rep decides to close deal. Agent assists with e-signature, notification. Bảng 4: Complete/Close.
Ctrl/Cmd + wheel to zoom. Drag to pan.
flowchart TD
subgraph AUTO["100% AI"]
A1["1. Auto Scan"]
A2["2. Analysis
& Scoring"]
end
subgraph HUMAN1["Rep + Agent"]
H1["3. Lead
Nurturing"]
H2["4. Response
Tracking"]
end
subgraph SEMI["AI Generate → Review"]
S1["5. Generate
Proposal"]
S2["6. Suggestions
& Discovery"]
end
subgraph HUMAN2["Rep + Agent"]
H3["7. Close
Contract"]
end
A1 --> A2
A2 -->|Screen 1| H1
H1 -->|Screen 2| H2
H2 -->|Screen 2| S1
S1 -->|Screen 3| S2
S2 -->|Screen 3| H3
H3 -->|Screen 4| DONE["Complete"]
classDef ai fill:#05966922,stroke:#059669,stroke-width:2px
classDef semi fill:#d9770622,stroke:#d97706,stroke-width:2px
classDef human fill:#ea580c22,stroke:#ea580c,stroke-width:2px
classDef done fill:#7c3aed22,stroke:#7c3aed,stroke-width:2px
class A1,A2 ai
class S1,S2 semi
class H1,H2,H3 human
class DONE done
| ERP Screen | Agent assists | Rep Action |
|---|---|---|
| Bảng 1 | Auto-score, classify, assign | Xem danh sách lead |
| Bảng 2 | Gợi ý nội dung, timing, history | Quyết định liên hệ |
| Bảng 2 | Classify replies, draft response | Đọc & quyết định action |
| Bảng 3 | Generate PDF, preview | Review & approve |
| Bảng 3 | Discovery Q, suggestions | Sử dụng trong call |
| Bảng 4 | Contract, e-sign, notify | Confirm close |
Ctrl/Cmd + wheel to zoom. Drag to pan.
flowchart TD
START["Task Type?"] --> Q1{"Data Collection
or Analysis?"}
Q1 -->|Yes| AUTO["100% AI
Step 1-2"]
Q1 -->|No| Q2{"Customer
Contact?"}
Q2 -->|Yes| HUMAN["Rep Primary
Agent Assists
Step 3-4"]
Q2 -->|No| Q3{"Document
Generation?"}
Q3 -->|Yes| SEMI["AI Generate
Rep Review
Step 5-6"]
Q3 -->|No| Q4{"Close Deal?"}
Q4 -->|Yes| HUMAN2["Rep Primary
Agent Assists
Step 7"]
classDef ai fill:#05966922,stroke:#059669,stroke-width:2px
classDef semi fill:#d9770622,stroke:#d97706,stroke-width:2px
classDef human fill:#ea580c22,stroke:#ea580c,stroke-width:2px
class AUTO ai
class SEMI semi
class HUMAN,HUMAN2 human