Seminar Attendance Management, Approach Priority AI Judgment

/ Workflow Apps / Advertising Mgmt., Marketing

Seminar Attendance Management, Approach Priority AI Judgment 20231019
This process manages seminar registration, questionnaire acquisition, and approach records after the seminar is held. AI determines priority based on the results of the questionnaire and requests contact from the sales department.
Worker (#of Swimlane: 2)
  • Seminar Team
  • Sales Department
Business Flow (Complexity of Workflow: 19)
  • 21. Confirmation of application details
    • Confirm the information entered in the seminar application form (application details). Select whether to accept or reject the application.
  • 112. Seminar Participation Record
    • After the seminar, the applicant’s attendance or absence from the seminar is recorded.
  • 183. Sales Department Escalation Decision
    • Seminar team staff will use the AI priority suggestions to determine escalation to the Sales Department.
  • 194. Contact Record
    • Sales staff records contact results.
  • 16 AI: Priority suggestions
  • 23 x1. Set Title
  • 24 x2. Set Title
  • 13Seminar Survey Form
    • Seminar participants respond to a questionnaire regarding the seminar.
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 17)
  • [Application Form Instructions]14
    • Description to be displayed on the registration form. It is assumed that a brief description about the seminar will be displayed.
  • [Survey Form Instructions]15
    • Description displayed on the survey form.
  • Nameq_name2*
    • Applicant’s name
  • Company Name/Affiliationq_company_name3*
    • Applicant’s company name/affiliation
  • Email Addressq_email4*
    • Applicant’s email address. Reception email address.
  • Telephone Numberq_telephone_number5*
    • Applicant’s phone number
  • Questions etc.q_inquiry_etc6
    • Applicant questions, etc.
  • Seminar Dateq_workshop_date0
    • <Important! > Set the initial value of the date of the seminar in the format yyyy-MM-dd (2023-10-01 for October 1, 2023).
    • 2023-10-01
  • Seminar Participation Recordq_is_participation10*
    • After the seminar, whether the applicant attended the seminar or not. (Attended or Absent)
  • Survey Form Keyq_enquete_form_key1
    • #{#randomString(12)}
  • Question 1: How satisfied were you with the seminar? q_question1 8 *
  • Question 2: Was the time of the seminar appropriate? q_question2 9 *
  • Question 3: Please tell us your purpose for participating in this seminar (multiple answers possible) q_question3 11 *
  • Question 4: Other (requests, consultations, impressions, etc.) q_question4 12
  • ◆ AI: Priority Suggestions 16
  • AI: Priority Suggestions q_response_from_AI 18
  • Internal Communication Memoq_memo7
    • Notes from seminar team members

Field Name, num, Initial Value

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Notes

  • [AI: Priority Suggestion] auto step
    • ChatGPT (OpenAI) outputs approach priorities and reasons based on seminar survey results
      • SYSTEM Role: Sales Representative
      • User PROMPT Overview：
        • Approach priority based on data items “Question 3: Please tell us your purpose for participating in this seminar (multiple answers possible)” and “Question 4: Other (requests, consultations, impressions, etc.)”; High, Medium, or Low.
        • Provide a reason for the priority in 50 words or less.

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See also

セミナー申込受付 4

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