A sales knowledge system light enough to actually use
From WorkLog capture to AI prediction, every customer touchpoint and every document grows on the same customer knowledge network. See what Youdian is made of.
One data path from record to prediction
Every touchpoint and every document travels the same path: input, AI processing, graph data, application—then settles into reusable customer assets that let you plan ahead.
Input
AI processing
Graph data
Application
Say a sentence, and a customer visit files itself
Voice, text, and files all go in, with offline cache and weak-signal retry. AI extracts events, people, companies, and projects, then notifies you when it is done—capture never breaks your rhythm again.
- Press and talk, filed in 30 seconds
- Auto-extracts events / people / companies / projects
- Offline cache and weak-signal retry lose no records
- Push notification when AI processing is done
Visited United Nutrition Tech today and met Lin Lan. Talked about the HN-021 purchase project. They care about Q3 supply; need to send the stability report next week…
One record shows up on every related page at once
AI recognizes the people, companies, projects, and documents in a WorkLog and builds two-way links automatically. Open any customer page and no related record is missed—like backlinked notes in Obsidian, but without any manual work.
- Entities recognized and backlinks built automatically
- Backlinks: entity pages list every related record
- Conversations, quotes, and documents hang on one network
- Click any link to jump to its profile page
Visited United Nutrition Tech in the afternoon and met Lin Lan. Discussed the Q3 supply and price lock-in for the HN-021 purchase project. She wants to see the final stability report next week; budget approval is in progress.
The more you record, the fuller the profile
Company profiles, contact profiles, and project profiles grow automatically from your WorkLog: objective facts are merged and deduplicated, subjective judgments keep their source, and history is never overwritten.
Company profile
- Overview and objective facts
- Interaction timeline
- Document center
- Related network
- AI overall judgment
Contact profile
- Role and decision weight
- Interaction history
- Related projects
- Relationship network
- AI overall judgment
Project profile
- Stage state machine
- Project timeline
- Quotes and documents
- Key contacts
- AI overall judgment
United Nutrition Tech
The client is focused on Q3 supply stability and price lock-in. R&D has passed sample testing; the deal is stuck at the annual budget approval by the Head of Procurement.
See the path a project is taking from customer touchpoints
Project stages are recognized from records and history settles automatically. Sales reps can correct by hand, managers view the whole team by stage—even the reasons a deal was lost are kept.
- Stage state machine advances automatically
- Kanban board by stage
- Project owner and next action
- Loss reasons archived for review
Not just a customer list, but a relationship network
Contacts, companies, projects, and knowledge cards are linked by backlinks into one relationship network shared by the team. See at a glance who knows whom and who is blocking whom; open any node to reach its profile page.
- Six entity types linked to each other
- One-hop relationship network visualization
- Click a node to jump to its profile page
- A secure view after permission filtering
Once enough builds up, AI starts to plan ahead for you
Once profiles and history reach a tipping point, Youdian does more than answer—it starts to plan ahead: what to do next, which deal is stalling, which window is best to follow up. Every prediction traces back to the original record.
- Next-action suggestions with reasons
- Early warning for stalls and churn risk
- Best follow-up timing hints
- Predictions keep recalibrating with new records
You use it, AI grows it
Using it is simple: upload PPTs and PDFs, ask questions as you go. Growing it is on the AI: split into knowledge cards, backlink to customers and projects, update old cards with new material, run regular checkups. The originals are always kept and always traceable—the knowledge base gets both richer and fresher the more you use it.
HN-021 spec sheet
- Purity ≥ 99.2% · water-soluble
- Q3 capacity 40T / month
HN-021 vs competitors
- 18% higher solubility
- 6% higher price, better stability
GB 28050 labeling essentials
- Nutrition-claim threshold reference
- Label review checklist
New material grows into old knowledge
A single PPT is split into new cards and updates the related old ones along the way—when a quote changes or a model is upgraded, everything follows.
Answers cite sources, traceable to the original
Q&A cites specific cards, each card records where it came from, and you can trace all the way back to the original file.
AI runs regular checkups
Conflicting numbers, expired quotes, orphan cards no one cites—AI finds them and reminds you to handle them.
Have a question? Just ask the knowledge base
What was last year's quote? Where is the project stuck? Who is in the decision chain? Ask in one sentence—AI answers from the team's real records and knowledge cards, every answer cites its source, and a good answer settles into a new card with one click.
- Ask in natural language, answers in seconds
- Every answer carries a source citation
- One click turns an answer into a knowledge card
- The profile's overall judgment keeps updating
Two quotes last year: ¥1.4M in May, ¥1.2M in November①. The HN-021 deal is currently in Quoting, R&D has passed sample testing②, and the blocker is the annual budget approval by Lin Lan, Head of Procurement③.
Team sharing, with room for personal judgment
Youdian separates WorkLog originals, AI summaries, objective facts, and subjective judgments—different roles see different layers, so sharing stays sharing and boundaries stay boundaries.
| Capability | Sales | Leader | Owner |
|---|---|---|---|
| Record WorkLog | Own | Own | All |
| View own originals | |||
| View reports' originals | |||
| View reports' summaries | |||
| View shared entity activity | |||
| View team activity | Own group | Whole company | |
| Manage team structure | Own group | Whole company |
Field-level encryption
WorkLog originals are encrypted at the field level, and files are stored with encryption at rest.
Subjective info isolation
Objective facts and subjective judgments are separated, visible in layers by role.
Access log audit
Sensitive actions leave a full trail that the owner can audit.
Offboarding data handling
When a member leaves, customer assets stay with the company for a smooth handover.
From lightweight capture to a full sales knowledge system
Lightweight capture
- Voice / text capture
- WorkLog summaries
- Entity recognition and automatic backlinks
- Basic customer profiles
Documents and Q&A
- PPT / PDF upload
- Automatic knowledge cards
- AI Q&A with citations
- Answers settle into new cards
Multi-role collaboration
- Multi-role permissions
- Project board
- Admin console
- Lint reports
Profiles and prediction
- Deeper company / customer profiles
- AI prediction and action suggestions
- Proactive reminders
- Organizational knowledge assets
Make customer relationships a company asset that compounds
Start with a single WorkLog, so every customer touchpoint is captured, connected, and usable.