在 B2B 业务环境下，市场与销售人员常被繁琐的案头工作、海量的技术文档、以及漫长的客户背调所困扰。传统的 AI 应用往往局限于"一问一答"，难以处理复杂的业务链路 。

 In the B2B business environment, marketing and sales personnel are often plagued by tedious desk work, massive amounts of technical documentation, and lengthy customer background investigations. Traditional AI applications are often limited to "one-question, one-answer" interactions, making it difficult to handle complex business chains.

本课程专为 B2B 企业打造，旨在帮助市场与销售人员从"AI 工具使用者"进化为"AI 智能体（Agent）驱动者"。通过搭建具备"大脑（知识库）"与"手脚（执行工具）"的智能体，赋能员工实现内容生产、线索挖掘、商机调研及方案生成的全自动化 。

参加本课程，您将学会如何将 AI 嵌入到真实的业务场景中，让技术真正转化为企业的生产力，实现从"人工作业"到"人机协作"的效能革命 。



This course is specifically designed for B2B enterprises, aiming to help marketing and sales personnel evolve from "AI tool users" into "AI Agent drivers." By building agents equipped with "brains (knowledge bases)" and "limbs (execution tools)," it empowers employees to achieve full automation in content production, lead mining, business opportunity research, and proposal generation.

By participating in this course, you will learn how to embed AI into real business scenarios, truly transforming technology into corporate productivity and achieving an efficiency revolution from "manual operation" to "human-machine collaboration".

●      思维进阶：跳出简单的对话框聊天，进入"任务自动化"的智能体执行模式 。 Thinking Advancement: Move beyond simple chat boxes and enter the "task automation" mode of agent execution.

●      场景深耕：拒绝通用泛谈，每一个案例都直击 B2B 营销与销售的真实痛点 。 Scenario Deep Dive: Rejecting general talk, every case directly addresses the real pain points of B2B marketing and sales.

●    工具包容：纵览全球与国内主流 AI 生态，提供最适合企业落地的技术选型建议 。 Tool Inclusivity: Surveying mainstream global and domestic AI ecosystems, providing technical selection suggestions most suitable for enterprise implementation.

●    即学即用：通过实战工作坊，学员将带走亲手搭建、可立即投入工作的智能体原型 。 Learn and Use Immediately: Through the practical workshop, students will take away agent prototypes they have built themselves that can be put to work immediately.

模块一：AI 智能体（Agent）深度解析

Module 1: In-depth Analysis of AI Agents

1.AI 智能体：B2B 人员的"超级数字分身"AI Agent: The "Super Digital Twin" for B2B Professionals

深度剖析：为什么传统的 Prompt（提示词）难以解决多步骤的 B2B 业务？ Deep Analysis: Why is it difficult for traditional Prompts to solve multi-step B2B business tasks?

核心定义：理解 Agent 如何通过"自主思考"与"工具调用"完成复杂目标 。 Core Definition: Understanding how Agents complete complex goals through "autonomous thinking" and "tool calling".

2. 智能体的底层逻辑架构Underlying Logical Architecture of Agents

感知（Perception）：连接企业私有知识库（RAG），让 AI 拥有"行业大脑" 。 Perception: Connecting to corporate private knowledge bases (RAG), giving AI an "industry brain".

规划（Planning）：AI 如何模拟资深专家的思维链（CoT）进行任务拆解与逻辑推理 。 Planning: How AI simulates a senior expert's Chain of Thought (CoT) for task deconstruction and logical reasoning.

记忆（Memory）：如何让 AI 保持对客户历史偏好及品牌调性的长期记忆 。 Memory: How to enable AI to maintain long-term memory of customer history preferences and brand tone.

执行（Action）：调用外部插件（Tools）实现搜集信息、发送邮件、更新 CRM 的动作闭环 。 Action: Calling external plugins (Tools) to achieve an action closed-loop of gathering information, sending emails, and updating CRM.

模块二：市场部——构建 AI 驱动的内容与增长引擎

Module 2: Marketing Department—Building AI-driven Content and Growth Engines

1. 智能体在市场部的核心赋能作用分析Analysis of the Core Empowering Role of Agents in the Marketing Department

内容资产二次开发：将专业但晦涩的技术文档自动转化为多场景营销素材 。 Secondary Development of Content Assets: Automatically transforming professional but obscure technical documents into multi-scenario marketing materials.

全天候竞争监听：从被动应对转为主动出击，实时抓取市场动态与竞品策略 。 24/7 Competitive Monitoring: Moving from passive response to proactive action, capturing market dynamics and competitor strategies in real-time.

 线索漏斗加速：利用 AI 进行自动化打分与清洗，降低销售介入的无效成本 。 Lead Funnel Acceleration: Using AI for automated scoring and cleaning to reduce the ineffective cost of sales intervention.

2.典型业务场景举例Examples of Typical Business Scenarios

全能内容分发助手：自动将长篇白皮书切割为视频脚本、公众号推文及社交媒体贴文 。 Omnipotent Content Distribution Assistant: Automatically cutting long white papers into video scripts, public account articles, and social media posts.

搜索与推荐优化（GEO）专家：分析 AI 搜索引擎的偏好，自动优化官网内容的受关注权重 。 Search and Recommendation Optimization (GEO) Expert: Analyzing the preferences of AI search engines to automatically optimize the attention weight of official website content.

多语种品牌调性官：基于企业术语库，确保跨国营销物料的语感与专业性完全对齐 。 Multilingual Brand Tone Officer: Based on corporate terminology databases, ensuring that the language sense and professionalism of multinational marketing materials are perfectly aligned.

展会商机孵化助手：从名片录入到个性化感谢信发送，实现闭环自动化 。 Exhibition Business Opportunity Incubation Assistant: Achieving closed-loop automation from business card entry to sending personalized thank-you letters.

模块三：销售部——构建"金牌销售"的数字孪生

Module 3: Sales Department—Building a Digital Twin of a "Gold Medal Salesperson"

1.智能体在销售部的核心赋能作用分析Analysis of the Core Empowering Role of Agents in the Sales Department

穿透式背调：分钟级完成目标大客户的研究，找准决策链与业务痛点 。 Penetrating Background Investigation: Completing research on major target customers in minutes to identify decision chains and business pain points.

专家经验标准化：让普通销售也能瞬间具备资深技术顾问的专业方案应答水平 。 Standardization of Expert Experience: Enabling average sales staff to instantly possess the professional proposal response level of a senior technical consultant.

案头提效：将标书核对、方案初稿、会议纪要等高耗时工作交由 AI 。 Desk Efficiency Improvement: Handing over time-consuming tasks like bid checking, initial proposal drafting, and meeting minutes to AI.

2. 典型业务场景举例Examples of Typical Business Scenarios

大客户画像（ABM）调研助手：自动挖掘客户财报、招标信号，并撰写首封个性化开发信 。 Key Account Profiling (ABM) Research Assistant: Automatically mining customer financial reports and bidding signals, and writing the first personalized development letter.

异议处理（Battle Card）专家：实时模拟客户反馈，提供基于内部手册的最优抗辩话术 。 Objection Handling (Battle Card) Expert: Simulating customer feedback in real-time and providing optimal rebuttal scripts based on internal manuals.

标书/合规自动化复核助手：自动对比招标文件要求与公司技术参数，预警潜在偏离风险 。 Bid/Compliance Automated Review Assistant: Automatically comparing bidding document requirements with company technical parameters and warning of potential deviation risks.

销售 SOP 助理：自动整理会议要点并同步至 CRM，触发下一阶段的行动提醒 。 Sales SOP Assistant: Automatically organizing meeting points, syncing them to the CRM, and triggering action reminders for the next stage.

模块四：【工作坊】从零到一搭建你的企业级智能体

Module 4: [Workshop] Building Your Enterprise-level Agent from Zero to One

1. 主流智能体搭建平台概览与选型Overview and Selection of Mainstream Agent Building Platforms

生态对比：从国际主流（GPTs、Copilot Studio）到国内标杆（扣子、Dify、文心） 。 Ecosystem Comparison: From international mainstream (GPTs, Copilot Studio) to domestic benchmarks (Coze, Dify, Wenxin).

选型维度：安全性、 API 集成能力、上手难度与私有化部署潜力 。 Selection Dimensions: Security, API integration capability, ease of use, and private deployment potential.

2. 实战演练：以"扣子（Coze）"平台为例Practical Exercise: Using the "Coze" Platform as an Example

逻辑建模：如何通过结构化指令设定 Agent 的工作原则与职业性格 。 Logical Modeling: How to set Agent work principles and professional personality through structured instructions.

知识挂载：现场实操上传 PDF/Excel，建立垂直领域的专业知识库 。 Knowledge Mounting: On-site practical operation of uploading PDFs/Excels to establish professional knowledge bases in vertical fields.

工作流（Workflow）编排：实操如何串联"多步搜索+总结整理+文档产出"的闭环流程 。 Workflow Orchestration: Practicing how to connect the closed-loop process of "multi-step search + summary organization + document output".

模块五：【进阶分享】商用级演示文稿自动化智能体

Module 5: [Advanced Sharing] Commercial-grade Presentation Automation Agent

高阶场景剖析：如何实现从"一个核心需求"到"一份商用 PPT"的自动化生成 。 High-level Scenario Analysis: How to achieve automated generation from "one core requirement" to "a commercial PPT".

核心逻辑分享： Core Logic Sharing:

提纲生成：AI 如何自动构建符合 B2B 商务逻辑（痛点-方案-价值-案例）的幻灯片结构 。 Outline Generation: How AI automatically builds slide structures that follow B2B business logic (Pain points - Solution - Value - Cases).

视觉 VI 对齐：通过规则设定锁定企业 VI（配色、Logo、字体），确保输出物符合品牌规范 。 Visual VI Alignment: Locking in corporate VI (colors, logos, fonts) through rule settings to ensure outputs meet brand specifications.

多模态融合：AI 自动匹配或生成高保真工业/科技风格商业配图 。 Multimodal Fusion: AI automatically matches or generates high-fidelity industrial/tech-style commercial illustrations.

交付体验：展示一键生成的 .pptx 可编辑文件，体验分钟级响应客户需求的效率 。 Delivery Experience: Demonstrating one-click generated .pptx editable files, experiencing the efficiency of responding to customer needs in minutes.

模块六：总结与落地路线图

Module 6: Summary and Implementation Roadmap

1. 工具箱交付：B2B 企业分角色、分场景的 AI 工具矩阵推荐清单 。 Toolbox Delivery: A recommended list of AI tool matrices for B2B enterprises categorized by roles and scenarios.

落地演进建议：如何从"个体提效"走向"组织赋能"，构建企业级的 AI 中台 。 Implementation Evolution Suggestions: How to move from "individual efficiency improvement" to "organizational empowerment" and build an enterprise-level AI mid-platform.