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Industry SolutionsSmart Coaching System for a Leading Life Insurance Company
This major life insurance company operates a vast network of subsidiaries and branches, with a total salesforce of approximately 1.9 million, including over 1.57 million agents in the personal insurance channel. Due to the sheer size and high turnover of the sales team—combined with a shortage of qualified trainers—sales logic training at the branch level faces significant execution challenges. To address this, the company sought to build an intelligent training platform powered by AI coaching bots to improve agents’ understanding and application of various sales logics.
Leveraged facial recognition technology to monitor participants and ensure authentic training outcomes. A floating window feature displays learner performance, helping reduce anxiety through repeated practice and enabling natural responses in real-life scenarios.
A knowledge base module categorizes and stores a wide range of logic scripts, allowing learners to study at their own pace. Learners can also bookmark preferred scripts for self-study during off-hours, enhancing initiative and engagement.
Introduced features like learning maps and challenge modes. Learners earn experience points through training and assessments, which can be redeemed for digital rewards, badges, and titles—making the learning process fun and motivating.
Used knowledge graphs to automatically generate a wide variety of simulated business scenarios. Configurable static and dynamic dialogue modules enable diverse training formats. A scoring rules engine evaluates responses and can be tailored to factors like interruptions or emotional tone to standardize training quality.
Based on standardized company sales logic, the system allows trainers and managers to track learning progress in real time. Knowledge graphs also streamline system maintenance. Backend dashboards provide detailed analytics to support business units, training departments, team managers, and individual agents.
With manual creation, 20 foundational training scenarios required 2–3 days. Using knowledge graphs, over 100 training paths can be generated instantly—boosting efficiency by more than 100x.
Each AI coaching bot can replace up to four human trainers for one-on-one sessions. For a sales team with 17 trainers (each with an average annual cost of ¥72,000), the system can reduce annual operational costs by around ¥300,000.
中电金信鲸Bot RPA是一款面向金融行业客户的机器人流程自动化的开发平台。
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鲸Bot设计器
鲸Bot设计器集成了浏览器自动化组件，office办公自动化组件，数据库组件，文件处理组件、邮件组件等多种类型组件，通过全栈自动识别技术，自动识别目标元素，使开发过程所见即所得，降低了RPA开发门槛，让业务人员也可以方便地进行业务流程的开发。
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鲸Bot机器人
通过手动执行、定时执行、控制台远程调用的方式运行自动化流程，配合控制台对外提供API接口，供外部程序调用。通过特有的视觉反馈技术提供统一的异常处理机制，极大降低开发和运维成本，让RPA流程运行更加稳定，而解决金融行业因技术人员产能不足难以支持其业务发展的问题。
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