YUEXU AI
P0 / 月序·共交
Make the real delivery visible.
A shared project space for the client Owner, platform partner and Yuexu Lead FDE. The first version is read-only, reviewable and evidence-led.
月序·共交 / SHARED DELIVERY SPACE
Overview
Read-only demo workspace. Every decision remains reviewable.All signals are demo data
MODULE / OVERVIEW
Open visual sandboxMake goals, ownership, evidence and the next decision visible to all three parties.
BUSINESS ANCHOR / 已确认上下文
DiagnosticSales meeting follow-up
Turn a real post-meeting action into a reviewable workflow without taking ownership away from the business.
- Partner source
- Direct entry
- Process Owner
- Revenue Ops · proposed
- Data boundary
- Meeting notes + approved account summary
- Success signal
- Follow-up draft reviewed within 24h
Evidence is scoped, not a case claim
DECISIONS / 待确认
3 openKeep the handoff visible
The client business lead confirms who owns exceptions and the final outcome.
DELIVERY PHASE / 交付阶段
From discovery to enablement
Current phase: shadow pilot
EVIDENCE / 证据回流
What can be reused
- DiagnosticBusiness Anchor + workflow brief
- PilotRead-only shadow evaluation
- ConsentAnonymized case reuse pending
Customer data remains customer-owned.
RACI / 三方协同
Accountability stays explicit
Client business OwnerOwn goal, exceptions and outcomeEngaged
Yuexu Lead FDEDiscovery, workflow, eval and enablementLeading
Platform partnerPlatform capability, integration and joint motionAligning