决策工作台使用手册Decision workbench user guide
按客户集中审核需要你判断的事,让助手接上已确认的下一步。Review customer decisions in one place and let your assistant pick up the agreed next step.
先看需要你决定的事Start with the decisions that need you
“我的工作台”默认打开“待我审核”。每条工单属于一个客户,列出问题、依据和助手建议;原有客户动态的归档方案也会进入列表。文件变化不等于客户来信,未接入的邮箱不会自动产生来信工单。My workbench opens on Awaiting my review. Each request belongs to one customer and sets out the question, evidence and assistant recommendation. Customer-update filing proposals also appear here. A changed file is not proof of an email; unconnected mailboxes do not automatically create requests.
首次连接助手Connect your assistant once
点击“连接助手”,由应用准备当前工作区连接并保留原配置。首次启用和信任确认仍在WorkBuddy中完成,应用不会代为批准;连接状态与工作区一致后再交接任务。默认界面无需复制JSON。升级或权限变化时可能需要重新加载。Choose Connect assistant to prepare the selected workspace connection while retaining the original configuration. WorkBuddy still requires its own first-use enablement and trust confirmation. Check the connection and workspace before handing off work. The default interface does not require copying JSON. An upgrade or permission change may require reloading.
输入新的变化Capture a new update
在“输入新的变化”记录客户进展、个人判断或团队意见,先保存原话。点“保存并打开助手”后,在WorkBuddy新任务粘贴并发送;打开助手本身不代表任务已发送。归属不明时先补充,不能猜客户。Record customer progress, your judgment or team input in Capture a new update. The original words are saved first. After Save and open assistant, paste into a new WorkBuddy task and send. Opening the assistant does not send the task. Clarify ambiguous customer assignments rather than guessing.
同意、拒绝或修改意见Approve, reject or request changes
选中工单,查看对应客户、需要判断什么和建议。点击“查看本单依据与客户记录”核对来源。意见只针对当前工单;拒绝或修改时写清理由。切换工单和刷新时,本次运行中未提交的意见分别保留;正式决定需要点击提交。Select a request to see its customer, question and recommendation. Open View evidence and customer records to inspect the source. Comments apply only to the selected request; explain rejections or requested changes. Separate unsent drafts survive navigation and refresh during this run. Submit the decision to save it durably.
同意不等于已经执行Approval is not execution
一般工单同意后先显示“待助手接手”。只有正在运行或经用户配置的WorkBuddy任务读取并接手,才进入“处理中”;不会因点同意而假装任务已经启动。客户动态归档单的“同意”只同步本次客户记录,不授权发信或所有后续行动。An approved request first waits for the assistant. Only a running or user-configured WorkBuddy task that claims it moves it to Processing. Approval alone does not start a task. Approving a customer-update filing proposal only files those records; it does not authorize sending email or every subsequent action.
结果回来,再核对完成Review the returned result
助手提交结果后进入“结果待核对”,由你查看成果再确认完成。客户上下文在审核前变化,或成果在提交后变化,会要求重新核对。待修改、已拒绝、已完成分别保留,助手不能自行批准或标记最终完成。Reported results wait for your review and completion confirmation. Changes to customer context before approval, or to outputs after reporting, require another review. Change requests, rejections and completions remain distinct. The assistant cannot approve itself or mark final completion.
静默提醒与跟进Quiet reminders and follow-up
新增待审核项通过工作台数字和托盘提示,不弹窗、不抢焦点。保留“跟进提醒”,事项完成后由人勾选。当前工单保存在选定的本机工作区;交给WorkBuddy或模型处理时,适用所选服务的数据处理方式。New review items update the workbench count and tray hint without popups or taking focus. Follow-up reminders remain available and are checked off by a person. Requests are stored in the selected local workspace. WorkBuddy and model processing follows those services’ data practices.
当前边界Current scope
本版交付工单接口与助手协作规则,尚未自动创建WorkBuddy定时任务,也未接入自动邮箱采集。首次启用、真实助手任务与不同电脑体验仍在公测中。新的应用内登录和浏览器账号衔接尚未开放;官网邮箱注册登录保持可用,免费基础能力无需登录。This release includes the request interfaces and collaboration rules. It does not automatically create WorkBuddy schedules or ingest mailboxes. First-use setup, real assistant tasks and device behavior remain under public testing. New in-app login and browser sign-in transfer are not open yet. Website email registration and login remain available; the free foundation does not require sign-in.
带上版本、所用助手和当前步骤,我们一起把问题说清楚。Include the version, assistant and step so we can understand the issue.