Auto-sync: 2026-04-21 04:02
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32
wiki/concepts/Analytics-Reporter.md
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wiki/concepts/Analytics-Reporter.md
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---
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title: "Analytics Reporter"
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type: concept
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tags: []
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last_updated: 2026-04-21
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---
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## Definition
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数据分析与商业智能专家智能体,将原始数据转化为可操作的业务洞察。
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## Core Capabilities
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- 统计分析与假设检验
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- 仪表盘设计与 KPI 监控
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- RFM 客户分层分析
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- 营销归因建模
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- 预测模型构建(A/B 测试、流失预测、增长预测)
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## Key Metrics
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- 分析准确率目标:95%+
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- 业务建议采纳率目标:70%+
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- 仪表盘月活用户:95%+
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- KPI 提升目标:20%+
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## Related Concepts
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- [[Data-Driven Decision Making]]
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- [[RFM Analysis]]
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- [[Customer Lifetime Value]]
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- [[Statistical Significance Testing]]
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## Source
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- [[support-analytics-reporter]]
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23
wiki/concepts/BCG-Pyramid-Principle.md
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wiki/concepts/BCG-Pyramid-Principle.md
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---
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title: "BCG Pyramid Principle"
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type: concept
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tags: [consulting, strategic-communication, framework]
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sources: []
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last_updated: 2026-04-21
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---
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## Definition
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波士顿咨询集团的自上而下逻辑表达原则,先给出核心论点再分层展开支撑论据
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## Core Concept
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- **核心论点(Key Message)**:首先传达最重要的结论
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- **支撑论据(Supporting Arguments)**:按重要性排序的次级论点
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- **数据支撑(Data/Evidence)**:每项论据的具体证据
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## Application
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用于 Executive Summary Generator 的第二步"关键发现",确保发现按业务影响排序
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## Related Concepts
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- [[McKinsey SCQA Framework]]
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- [[Bain Action-Oriented Model]]
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- [[Executive Summary]]
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41
wiki/concepts/Book-Co-Author-Agent.md
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wiki/concepts/Book-Co-Author-Agent.md
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---
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title: "Book Co-Author Agent"
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type: concept
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tags: [agent, writing, the-agency]
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sources: [sources/workflow-book-chapter.md]
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last_updated: 2026-04-21
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---
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## 定义
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The Agency 项目中的书籍共创智能体,将源素材(语音笔记、片段、战略笔记)转化为版本化章节草稿,并附带编辑注释和下一步问题。
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## 核心职责
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- 将粗糙素材转化为战略性第一人称书籍章节草稿
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- 保持作者声音一致性
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- 强化品类定位
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- 暴露开放编辑决策
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## 工作流程
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1. 接收原始素材(voice memo、notes、story fragment、positioning angle)
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2. 产出章节目标和战略角色
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3. 提出澄清问题
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4. 生成版本化草稿
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5. 提供编辑注释(假设和证据缺口)
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6. 明确下一步修订请求
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## 输出格式
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1. Target Outcome(目标结果)
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2. Chapter Draft(章节草稿)
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3. Editorial Notes(编辑注释)
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4. Feedback Loop(反馈循环)
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5. Next Step(下一步)
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## 质量标准
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- 草稿保持第一人称声音
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- 章节有一个清晰的承诺和内部逻辑
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- 声明与源素材关联或标记为假设
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- 移除通用激励语言
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- 输出以明确修订问题结束
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## Aliases
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- Book Co-Author
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15
wiki/concepts/BudgetFramework.md
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wiki/concepts/BudgetFramework.md
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---
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title: "Budget Framework"
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type: concept
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tags: [finance]
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sources: [support-finance-tracker]
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last_updated: 2026-04-21
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---
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定义:组织年度预算的结构化方法,包含按部门/类别拆分、季度差异分析、偏差分类与再分配规则,用于把控支出与指导战略资源分配。
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## Typical Components
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- 部门与类别分解
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- 季度/月度差异分析
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- 偏差触发与纠正流程
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- 预算再分配规范
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wiki/concepts/CashFlowManagement.md
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wiki/concepts/CashFlowManagement.md
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---
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title: "Cash Flow Management"
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type: concept
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tags: [finance]
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sources: [support-finance-tracker]
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last_updated: 2026-04-21
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---
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定义:系统化的现金收支预测与优化方法,包含滚动预测、季节性因子、低现金预警规则与支付时点优化,用以保证短中期流动性并发现投资机会。
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## Typical Components
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- 收入与付款模式分析
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- 滚动预测(12 个月示例)
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- 低现金阈值与行动建议
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- 支付优先级与折扣收益优化
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41
wiki/concepts/Context-Passing.md
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wiki/concepts/Context-Passing.md
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---
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title: "Context Passing"
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type: concept
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tags: [multi-agent, workflow, communication]
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last_updated: 2026-04-21
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---
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## Definition
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上下文传递(Context Passing)是一种多智能体通信模式,在智能体之间传递完整的上下文信息,而非摘要或压缩版本。
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## Core Principle
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**"Copy-paste agent outputs between steps — don't summarize, use the full output"**
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## Problem It Solves
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- 摘要会丢失关键细节
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- 压缩可能遗漏重要上下文
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- 智能体不具备共享记忆
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## Best Practices
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1. **完整复制**:将上一智能体的输出完整粘贴到下一智能体的输入
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2. **不要摘要**:即使很长也要完整传递
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3. **不要解释**:让接收智能体自己解析和处理完整信息
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4. **包含所有内容**:原始输出、元数据、证据、决策理由等
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## Example
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在 Multi-Agent Workflow: Startup MVP 中:
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```
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Sprint Prioritizer 输出 → [完整粘贴] → Backend Architect 输入
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UX Researcher 输出 → [完整粘贴] → Backend Architect 输入
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Backend Architect 输出 → [完整粘贴] → Frontend Developer 输入
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```
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## Trade-offs
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- **优点**:最大化信息保留,便于接收智能体做出完整判断
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- **缺点**:消耗更多上下文窗口,可能需要更长的处理时间
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## Related Concepts
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- [[Sequential Handoffs]]:顺序交接模式
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- [[Parallel Work]]:并行工作模式
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- [[Quality Gates]]:质量门控
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- [[Multi-Agent Team]]:多智能体团队
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wiki/concepts/Customer-Lifetime-Value.md
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wiki/concepts/Customer-Lifetime-Value.md
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---
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title: "Customer Lifetime Value"
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type: concept
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tags: []
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last_updated: 2026-04-21
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---
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## Definition
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客户生命周期价值,衡量客户在整个关系周期内为企业贡献的总收入。
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## Calculation Method
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CLV = Average Order Value × Purchase Frequency × Customer Lifespan
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## Application
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- 客户分层与优先级排序
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- 客户获取成本(CAC)决策依据
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- 个性化营销策略制定
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- 客户流失预警基准
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## Related Concepts
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- [[RFM Analysis]]
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- [[Predictive Modeling]]
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## Source
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- [[support-analytics-reporter]]
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wiki/concepts/Customer-Success.md
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wiki/concepts/Customer-Success.md
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---
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id: customer-success
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title: "Customer Success"
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type: concept
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tags: [customer-service, retention, lifecycle]
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sources: [support-support-responder.md]
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last_updated: 2026-04-21
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---
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## Definition
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客户成功(Customer Success),从被动式客户支持向主动式客户成功干预转变的管理方法论,目标是最大化客户生命周期价值并预防客户流失。
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## Core Mission
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- Onboarding Optimization:新客户快速上手和功能采用
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- Feature Adoption Guidance:引导客户发现和使用核心功能
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- Proactive Outreach:基于数据的主动干预(高风险客户识别)
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- Feedback Collection:产品改进和客户洞察生成
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## Success Metrics
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| Metric | Target |
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|--------|--------|
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| CSAT Score | ≥ 4.5/5 |
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| First Contact Resolution | ≥ 80% |
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| Customer Retention | ≥ 95% |
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| NPS Score | ≥ 50 |
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## Proactive Outreach Triggers
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- 30 天内提交 ≥ 3 次工单的高频用户
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- 7 天内 CSAT ≤ 3 的低满意度客户
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- 超过 48 小时未解决的工单
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## Connections
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- [[Support Responder]] — 实现客户成功的核心执行者
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- [[Support Analytics]] — 提供数据驱动的干预依据
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- [[Multi-Channel Support Framework]] — 客户触达的渠道
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wiki/concepts/Data-Driven-Decision-Making.md
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wiki/concepts/Data-Driven-Decision-Making.md
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---
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title: "Data-Driven Decision Making"
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type: concept
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tags: []
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last_updated: 2026-04-21
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---
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## Definition
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基于数据而非直觉或经验进行业务决策的方法论,强调用证据和量化分析指导战略选择。
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## Core Principles
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- 数据质量优先:验证数据准确性再分析
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- 统计显著性:结论需经假设检验确认
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- 可复现性:分析流程需版本控制和文档化
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- 行动导向:连接分析结果与业务行动
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- 持续迭代:基于反馈循环优化决策
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## Implementation
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1. 建立数据治理标准
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2. 定义关键业务指标(KPI)
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3. 构建可复现的分析工作流
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4. 建立反馈机制评估决策效果
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## Related Concepts
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- [[Statistical Significance Testing]]
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- [[KPI Tracking]]
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## Source
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- [[support-analytics-reporter]]
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28
wiki/concepts/Disaster-Recovery.md
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wiki/concepts/Disaster-Recovery.md
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---
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title: "Disaster Recovery"
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type: concept
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tags: [infrastructure, resilience, backup]
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last_updated: 2026-04-21
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---
|
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## Definition
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Disaster Recovery(灾难恢复)是一套在灾难性事件后恢复 IT 系统和数据的策略与流程,确保业务连续性。
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## Core Metrics
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- **RTO(Recovery Time Objective)**:系统允许的最大停机时间
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- **RPO(Recovery Point Objective)**:可接受的最大数据丢失量
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## Key Components
|
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- **备份策略**:定期创建加密备份,存储于 S3
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- **恢复流程**:经过测试的恢复程序文档
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- **自动化恢复**:通过脚本实现自动故障切换
|
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|
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## Implementation
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The Agency 项目中的 [[Support Infrastructure Maintainer]] 实现:
|
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- 自动化备份脚本(GPG 加密 + S3 上传)
|
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- 30 天本地保留 + S3 生命周期管理
|
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- Backup verification 和 Slack 通知
|
||||
|
||||
## Related Concepts
|
||||
- [[Feature Flag(特性开关)]]:控制代码路径而不需要重新部署,实现秒级回滚
|
||||
- [[ITSM(IT 服务管理)]]:从工单系统演进为战略推动者,实现运营卓越和风险缓解
|
||||
25
wiki/concepts/Editorial-Notes.md
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wiki/concepts/Editorial-Notes.md
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---
|
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title: "Editorial Notes"
|
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type: concept
|
||||
tags: [writing, editing, review]
|
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sources: [sources/workflow-book-chapter.md]
|
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last_updated: 2026-04-21
|
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---
|
||||
|
||||
## 定义
|
||||
编辑注释是对章节草稿中假设和证据缺口的明确标注,帮助作者识别需要补充的内容区域。
|
||||
|
||||
## 核心内容
|
||||
- 假设声明:标记未经证实的声明
|
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- 证据缺口:指出需要引用或数据支持的位置
|
||||
- 品类定位评估:检查内容是否强化目标定位
|
||||
- 声音一致性检查:确认是否保持作者风格
|
||||
|
||||
## 作用
|
||||
- 为作者提供明确的修订方向
|
||||
- 区分 AI 生成内容和作者贡献
|
||||
- 保持内容可信度
|
||||
|
||||
## Aliases
|
||||
- 编辑注释
|
||||
- 编辑笔记
|
||||
@@ -1,27 +1,31 @@
|
||||
---
|
||||
title: "Executive Summary"
|
||||
type: concept
|
||||
tags: [Proposal, Sales, Strategy]
|
||||
last_updated: 2026-04-20
|
||||
tags: [Proposal, Sales, Strategy, consulting, decision-making, c-suite]
|
||||
sources: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
执行摘要是提案最关键的部分,许多评估者尤其是高级利益相关者只阅读此部分。它不是提案的总结,而是放在最前面的结束论证。
|
||||
执行摘要,一种针对 C-suite 决策者的结构化简报格式,要求在 325-475 字内传达复杂业务信息的核心要点。提案中的执行摘要是最关键的部分,许多评估者尤其是高级利益相关者只阅读此部分。
|
||||
|
||||
## Structure
|
||||
1. **Mirror the buyer's situation**(2-3 句,证明你倾听并理解了他们的处境)
|
||||
## Format Requirements
|
||||
- **长度**:325-475 words(≤ 500 max)
|
||||
- **量化**:每个关键发现必须包含 ≥ 1 个量化或比较数据点
|
||||
- **结构**:5 部分(SITUATION OVERVIEW / KEY FINDINGS / BUSINESS IMPACT / RECOMMENDATIONS / NEXT STEPS)
|
||||
- **可操作性**:建议必须包含 Owner + Timeline + Expected Result
|
||||
|
||||
## Format for C-suite Decision Making
|
||||
1. **Mirror the buyer's situation**(2-3 句)
|
||||
2. **Introduce the central tension**—不行动的成本或错失的机会
|
||||
3. **Present your thesis**—你的方法如何解决这个矛盾(制胜主题在此出现)
|
||||
4. **Offer proof**—一个或两个具体证据点(指标、类似案例、差异化因素)
|
||||
5. **Close with the transformed state**—他们可以期望的具体结果
|
||||
3. **Present your thesis**—你的方法如何解决这个矛盾
|
||||
4. **Offer proof**—具体证据点
|
||||
5. **Close with the transformed state**—具体结果
|
||||
|
||||
## Key Principles
|
||||
- 保持在一页以内
|
||||
- 每一句都必须有其存在的价值
|
||||
- 从买家的语言出发,不是从你的解决方案出发
|
||||
- 制胜主题必须在此部分出现
|
||||
## Frameworks Used
|
||||
- [[McKinsey SCQA Framework]]
|
||||
- [[BCG Pyramid Principle]]
|
||||
- [[Bain Action-Oriented Model]]
|
||||
|
||||
## Connections
|
||||
- [[Executive Summary]] ← critical_section_of ← [[Proposal Strategy]]
|
||||
- [[Executive Summary]] ← contains ← [[Win Theme]]
|
||||
- [[Executive Summary]] → leads_to → [[Three-Act Proposal Narrative]]
|
||||
## Related Entities
|
||||
- [[Executive Summary Generator]]
|
||||
30
wiki/concepts/Feedback-Loop.md
Normal file
30
wiki/concepts/Feedback-Loop.md
Normal file
@@ -0,0 +1,30 @@
|
||||
---
|
||||
title: "Feedback Loop"
|
||||
type: concept
|
||||
tags: [workflow, revision, iteration]
|
||||
sources: [sources/workflow-book-chapter.md]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## 定义
|
||||
反馈循环是 Book Co-Author Agent 提供的结构化修订请求机制,通过明确的编辑注释和下一步问题驱动草稿迭代改进。
|
||||
|
||||
## 组成要素
|
||||
- Editorial Notes:假设和证据缺口标注
|
||||
- Next Step:具体可执行的修订请求
|
||||
- 开放问题:暴露需要作者决策的编辑问题
|
||||
|
||||
## 目的
|
||||
- 将模糊的"需要改进"转化为具体行动项
|
||||
- 维持修订过程的可追溯性
|
||||
- 确保作者声音和品类定位不被稀释
|
||||
|
||||
## 与版本化草稿的关系
|
||||
反馈循环支撑版本化草稿的演进:
|
||||
- 每一版本的反馈循环定义下一版本的改进方向
|
||||
- 版本编号与反馈循环轮次对应
|
||||
- 作者通过反馈循环保持对内容的控制权
|
||||
|
||||
## Aliases
|
||||
- 反馈循环
|
||||
- 修订循环
|
||||
27
wiki/concepts/Infrastructure-as-Code.md
Normal file
27
wiki/concepts/Infrastructure-as-Code.md
Normal file
@@ -0,0 +1,27 @@
|
||||
---
|
||||
title: "Infrastructure as Code (IaC)"
|
||||
type: concept
|
||||
tags: [infrastructure, devops, automation]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
Infrastructure as Code(基础设施即代码)是一种通过代码实现基础设施管理的方法论,替代传统手动配置,实现一致性、版本控制和自动化部署。
|
||||
|
||||
## Core Principles
|
||||
- **声明式配置**:定义期望状态而非步骤
|
||||
- **版本控制**:所有基础设施变更通过 Git 管理
|
||||
- **自动化部署**:通过 CI/CD 流水线实现一键部署
|
||||
- **幂等性**:重复执行结果一致
|
||||
|
||||
## Key Tools
|
||||
- [[Terraform]]:HashiCorp 开发的跨平台 IaC 工具
|
||||
- Terragrunt:Terraform 包装工具,提供模块化和变量共享
|
||||
- CloudFormation:AWS 原生 IaC 服务
|
||||
|
||||
## Related Concepts
|
||||
- [[CI/CD 流水线]]:自动化测试、集成和部署的持续交付管道
|
||||
- [[Infrastructure Maintainer]]:使用 IaC 进行基础设施管理的智能体角色
|
||||
|
||||
## Application
|
||||
The Agency 项目中的 [[Support Infrastructure Maintainer]] 使用 Terraform 实现 AWS 基础设施声明式管理,包括 VPC、子网、Auto Scaling Group、RDS 等资源。
|
||||
15
wiki/concepts/InvestmentAnalysis.md
Normal file
15
wiki/concepts/InvestmentAnalysis.md
Normal file
@@ -0,0 +1,15 @@
|
||||
---
|
||||
title: "Investment Analysis"
|
||||
type: concept
|
||||
tags: [finance]
|
||||
sources: [support-finance-tracker]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
定义:用于评估资本项目经济性的量化框架,常用指标包括净现值(NPV)、内部收益率(IRR)、回收期与风险评分,结合敏感性分析与决策规则给出投资建议。
|
||||
|
||||
## Typical Components
|
||||
- NPV 计算与折现率设定
|
||||
- IRR 估算与收敛性检测
|
||||
- 回收期计算
|
||||
- 风险评分与投资建议规则
|
||||
30
wiki/concepts/KPI-Tracking.md
Normal file
30
wiki/concepts/KPI-Tracking.md
Normal file
@@ -0,0 +1,30 @@
|
||||
---
|
||||
title: "KPI Tracking"
|
||||
type: concept
|
||||
tags: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
关键绩效指标监控,通过量化指标评估业务目标达成情况。
|
||||
|
||||
## Dashboard Design Principles
|
||||
- 针对特定利益相关者需求定制
|
||||
- 清晰的分层结构(战略→运营→执行)
|
||||
- 实时或近实时数据更新
|
||||
- 异常自动告警机制
|
||||
- 可下钻的钻取能力
|
||||
|
||||
## Common KPI Categories
|
||||
- **收入指标**:月收入、ARR、客单价、转化率
|
||||
- **客户指标**:NPS、流失率、终身价值
|
||||
- **运营指标**:处理时间、错误率、库存周转
|
||||
- **营销指标**:CAC、ROI、触点转化率
|
||||
|
||||
## Related Concepts
|
||||
- [[Data-Driven Decision Making]]
|
||||
- [[Predictive Modeling]]
|
||||
|
||||
## Source
|
||||
- [[support-analytics-reporter]]
|
||||
|
||||
54
wiki/concepts/Keyboard-Navigation-Audit.md
Normal file
54
wiki/concepts/Keyboard-Navigation-Audit.md
Normal file
@@ -0,0 +1,54 @@
|
||||
---
|
||||
title: "Keyboard Navigation Audit"
|
||||
description: 纯键盘导航测试,验证所有交互元素的可访问性
|
||||
tags: [accessibility, testing, keyboard]
|
||||
---
|
||||
|
||||
## Definition
|
||||
Keyboard Navigation Audit 是验证所有交互功能是否可以通过纯键盘(不使用鼠标)完成操作的测试方法。这是无障碍测试的核心环节。
|
||||
|
||||
## 全局导航检查清单
|
||||
- [ ] 所有交互元素可通过 Tab 键到达
|
||||
- [ ] Tab 顺序遵循视觉布局逻辑
|
||||
- [ ] 存在 Skip Navigation(跳转导航)链接
|
||||
- [ ] 无键盘陷阱(始终可以通过 Tab 离开)
|
||||
- [ ] 每个交互元素的焦点指示器始终可见
|
||||
- [ ] Escape 键关闭模态框、下拉菜单和浮层
|
||||
- [ ] 关闭模态框/浮层后焦点返回触发元素
|
||||
|
||||
## 组件特定模式
|
||||
|
||||
### Tabs
|
||||
- [ ] Tab 键在 Tab 列表和活动面板内容之间移动
|
||||
- [ ] 方向键在 Tab 按钮之间移动
|
||||
- [ ] Home/End 键移动到第一个/最后一个 Tab
|
||||
- [ ] 选中 Tab 通过 aria-selected 指示
|
||||
|
||||
### Menus
|
||||
- [ ] 方向键在菜单项之间导航
|
||||
- [ ] Enter/Space 激活菜单项
|
||||
- [ ] Escape 关闭菜单并将焦点返回触发器
|
||||
|
||||
### Carousels/Sliders
|
||||
- [ ] 方向键在幻灯片之间移动
|
||||
- [ ] 暂停/停止控制可通过键盘操作
|
||||
- [ ] 当前位置被宣布
|
||||
|
||||
### Data Tables
|
||||
- [ ] 表头通过 scope 或 headers 属性与单元格关联
|
||||
- [ ] Caption 或 aria-label 描述表格用途
|
||||
- [ ] 可排序列可通过键盘操作
|
||||
|
||||
## 结果指标
|
||||
- **总交互元素数**:
|
||||
- **键盘可访问**:(百分比)
|
||||
- **键盘陷阱数**:
|
||||
- **缺失焦点指示器数**:
|
||||
|
||||
## Related Concepts
|
||||
- [[WCAG 2.2]]
|
||||
- [[Screen Reader Testing]]
|
||||
- [[POUR Principles]]
|
||||
|
||||
## Source
|
||||
- [[Accessibility Auditor]]
|
||||
50
wiki/concepts/Marketing-Attribution-Modeling.md
Normal file
50
wiki/concepts/Marketing-Attribution-Modeling.md
Normal file
@@ -0,0 +1,50 @@
|
||||
---
|
||||
title: "Marketing Attribution Modeling"
|
||||
type: concept
|
||||
tags: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
多触点归因模型,将转化功劳分配给营销漏斗中的不同触点(首次点击、末次点击、中间触点)。
|
||||
|
||||
## Attribution Models
|
||||
| Model | First Touch | Last Touch | Middle Touches |
|
||||
|-------|------------|------------|----------------|
|
||||
| First Touch | 100% | - | - |
|
||||
| Last Touch | - | 100% | - |
|
||||
| Linear | - | - | 平均分配 |
|
||||
| Time Decay | 较低 | 较高 | 随时间递减 |
|
||||
| Position Based | 40% | 40% | 20% 均分 |
|
||||
| Data-Driven | 基于算法 | 基于算法 | 基于算法 |
|
||||
|
||||
## Multi-Touch Attribution SQL
|
||||
```sql
|
||||
WITH customer_touchpoints AS (
|
||||
SELECT customer_id, channel, campaign,
|
||||
ROW_NUMBER() OVER (PARTITION BY customer_id ORDER BY touchpoint_date) as touch_sequence,
|
||||
COUNT(*) OVER (PARTITION BY customer_id) as total_touches
|
||||
FROM marketing_touchpoints
|
||||
),
|
||||
attribution_weights AS (
|
||||
SELECT *,
|
||||
CASE
|
||||
WHEN touch_sequence = 1 AND total_touches = 1 THEN 1.0
|
||||
WHEN touch_sequence = 1 THEN 0.4
|
||||
WHEN touch_sequence = total_touches THEN 0.4
|
||||
ELSE 0.2 / (total_touches - 2)
|
||||
END as attribution_weight
|
||||
FROM customer_touchpoints
|
||||
)
|
||||
SELECT channel, SUM(revenue * attribution_weight) as attributed_revenue
|
||||
FROM attribution_weights
|
||||
GROUP BY channel;
|
||||
```
|
||||
|
||||
## Related Concepts
|
||||
- [[Data-Driven Decision Making]]
|
||||
- [[KPI Tracking]]
|
||||
|
||||
## Source
|
||||
- [[support-analytics-reporter]]
|
||||
|
||||
24
wiki/concepts/McKinsey-SCQA-Framework.md
Normal file
24
wiki/concepts/McKinsey-SCQA-Framework.md
Normal file
@@ -0,0 +1,24 @@
|
||||
---
|
||||
title: "McKinsey SCQA Framework"
|
||||
type: concept
|
||||
tags: [consulting, strategic-communication, framework]
|
||||
sources: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
Situation-Complication-Question-Answer,麦肯锡的结构化叙事框架,通过四步引导读者从情境到解决方案
|
||||
|
||||
## Structure
|
||||
- **Situation**:设定背景,描述当前状态
|
||||
- **Complication**:揭示挑战或障碍
|
||||
- **Question**:提出核心问题
|
||||
- **Answer**:给出解决方案或答案
|
||||
|
||||
## Application
|
||||
用于 Executive Summary Generator 的第一步"情境概述",帮助建立叙事逻辑
|
||||
|
||||
## Related Concepts
|
||||
- [[BCG Pyramid Principle]]
|
||||
- [[Bain Action-Oriented Model]]
|
||||
- [[Executive Summary]]
|
||||
24
wiki/concepts/Merge-Point.md
Normal file
24
wiki/concepts/Merge-Point.md
Normal file
@@ -0,0 +1,24 @@
|
||||
---
|
||||
title: "Merge Point"
|
||||
type: concept
|
||||
tags: [multi-agent, workflow, synchronization]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
Merge Point 是多智能体工作流中的关键同步节点,多个输入在此汇合后触发下一阶段。常见于一个 Agent 依赖多个前置 Agent 输出时的场景。
|
||||
|
||||
## Usage Scenario
|
||||
在 landing page sprint 中,Frontend Developer 需要 Content Creator 和 UI Designer 的输出才能开始构建:
|
||||
|
||||
```
|
||||
Content Creator ─┐
|
||||
├──→ Merge Point → Frontend Developer
|
||||
UI Designer ─────┘
|
||||
```
|
||||
|
||||
## Connections
|
||||
- [[Multi-Agent Workflow]]:所属工作流模式
|
||||
- [[Parallel Kickoff]]:前置启动模式
|
||||
- [[Sequential Handoffs]]:相关交接概念
|
||||
|
||||
28
wiki/concepts/Multi-Agent-Workflow.md
Normal file
28
wiki/concepts/Multi-Agent-Workflow.md
Normal file
@@ -0,0 +1,28 @@
|
||||
---
|
||||
title: "Multi-Agent Workflow"
|
||||
type: concept
|
||||
tags: [multi-agent, workflow, coordination]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
Multi-Agent Workflow 是一种多智能体协作架构,多个专业 Agent 通过分阶段并行工作实现复杂任务交付。每个 Agent 有独立角色、人格、优化的模型,通过共享内存+私有上下文实现协同。
|
||||
|
||||
## Key Components
|
||||
- **独立角色**:每个 Agent 承担特定专业职责
|
||||
- **并行工作**:独立任务同时执行
|
||||
- **顺序交接**:依赖任务按序传递
|
||||
- **共享上下文**:通过共享内存保持信息一致性
|
||||
|
||||
## Pattern Types
|
||||
- Parallel Kickoff:多个工作流同时启动
|
||||
- Merge Point:多输入汇合触发下一阶段
|
||||
- Feedback Loop:审查后迭代修改
|
||||
- Quality Gates:设置检查点确保质量
|
||||
|
||||
## Connections
|
||||
- [[Multi-Agent Team]]:相关概念
|
||||
- [[Parallel Kickoff]]:并行启动模式
|
||||
- [[Merge Point]]:合并依赖点
|
||||
- [[Feedback Loop]]:反馈迭代机制
|
||||
|
||||
36
wiki/concepts/Multi-Channel-Support.md
Normal file
36
wiki/concepts/Multi-Channel-Support.md
Normal file
@@ -0,0 +1,36 @@
|
||||
---
|
||||
id: multi-channel-support
|
||||
title: "Multi-Channel Support Framework"
|
||||
type: concept
|
||||
tags: [customer-service, support, framework]
|
||||
sources: [support-support-responder.md]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
全渠道客户支持框架(Multi-Channel Support Framework),跨 email、live chat、phone、social media、in-app messaging 统一提供一致服务质量的客户支持架构。
|
||||
|
||||
## Support Channels
|
||||
| Channel | Response Time SLA | Key Features |
|
||||
|---------|------------------|--------------|
|
||||
| Email | 2 hours | 优先级路由、工单跟踪 |
|
||||
| Live Chat | 30 seconds | 并发限制 3、自动化路由 |
|
||||
| Phone | 3 rings | 回拨选项、优先级队列 |
|
||||
| Social Media | 1 hour | 关键词监控、私下升级 |
|
||||
| In-App Messaging | 即时 | 上下文帮助、主动触发 |
|
||||
|
||||
## Core Components
|
||||
- Support Tiers:Tier 1(通用)、Tier 2(技术)、Tier 3(专家)的分层支持
|
||||
- Priority Routing:企业客户 > 计费问题 > 技术紧急情况
|
||||
- SLA Compliance:响应时间和解决时间的双重 SLA 监控
|
||||
|
||||
## Key Metrics
|
||||
- First Response Time:首次响应平均时间
|
||||
- Resolution Time:从创建到解决的总时间
|
||||
- First Contact Resolution Rate:首次联系解决百分比
|
||||
- Customer Satisfaction (CSAT):客户满意度评分
|
||||
|
||||
## Connections
|
||||
- [[Support Responder]] — 实现该框架的核心智能体
|
||||
- [[Customer Success]] — 框架的服务目标
|
||||
- [[Knowledge Base Management]] — 框架的支持系统
|
||||
28
wiki/concepts/Multi-Jurisdictional-Compliance.md
Normal file
28
wiki/concepts/Multi-Jurisdictional-Compliance.md
Normal file
@@ -0,0 +1,28 @@
|
||||
---
|
||||
title: "Multi-Jurisdictional Compliance"
|
||||
type: concept
|
||||
tags: [compliance, legal, multi-jurisdiction, regulatory]
|
||||
sources: [support-legal-compliance-checker]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Concept Summary
|
||||
多司法管辖区合规指企业在多个国家/地区运营时,需要同时满足不同司法管辖区的法律法规要求的管理方法。
|
||||
|
||||
## Key Dimensions
|
||||
- **监管框架**:GDPR(欧盟)、CCPA(加州)、HIPAA(医疗)、SOX(财务)、PCI-DSS(支付)
|
||||
- **数据保护**:数据主体权利(访问、更正、删除、可携带)、数据本地化要求
|
||||
- **跨境传输**:Standard Contractual Clauses、adequacy decisions、数据驻留要求
|
||||
- **审计追踪**:决策文档化、法规引用、审批流程
|
||||
|
||||
## Compliance Assessment Template
|
||||
监管合规评估报告包含:
|
||||
1. Executive Summary(合规状态概述、风险评估总结)
|
||||
2. Detailed Compliance Analysis(数据保护、行业特定合规、合同审查)
|
||||
3. Risk Mitigation Strategies(关键风险领域、框架改进)
|
||||
4. Implementation Roadmap(30天/90天/180+天阶段)
|
||||
|
||||
## Relationship to Related Concepts
|
||||
- [[Privacy Policy Generator]]:多辖区合规的具体实施工具
|
||||
- [[Contract Review System]]:跨境合同风险评估
|
||||
- [[GDPR Compliance Framework]]:欧盟数据保护核心框架
|
||||
79
wiki/concepts/POUR-Principles.md
Normal file
79
wiki/concepts/POUR-Principles.md
Normal file
@@ -0,0 +1,79 @@
|
||||
---
|
||||
title: "POUR Principles"
|
||||
description: WCAG 无障碍设计的四大核心原则:Perceivable、Operable、Understandable、Robust
|
||||
tags: [accessibility, wcag, design-principles]
|
||||
---
|
||||
|
||||
## Definition
|
||||
POUR 是 WCAG(Web Content Accessibility Guidelines)无障碍设计的四大核心原则的首字母缩写,是评估数字产品无障碍性的基础框架。
|
||||
|
||||
## 四大原则
|
||||
|
||||
### P — Perceivable(可感知)
|
||||
**核心要求**:所有信息都必须以用户可感知的方式呈现
|
||||
|
||||
具体要求:
|
||||
- 提供文本替代方案(alt 文本、字幕)
|
||||
- 提供音频描述
|
||||
- 内容可以以不同方式呈现(放大、高对比度)
|
||||
- 区分前后景(足够对比度)
|
||||
|
||||
技术要点:
|
||||
- 图像 alt 文本
|
||||
- 视频字幕
|
||||
- 音频转录
|
||||
- 颜色对比度 ≥ 4.5:1
|
||||
|
||||
### O — Operable(可操作)
|
||||
**核心要求**:所有功能都必须可以通过键盘操作
|
||||
|
||||
具体要求:
|
||||
- 所有功能可通过键盘使用
|
||||
- 用户有足够时间阅读和使用内容
|
||||
- 不以可能引发癫痫的方式设计内容
|
||||
- 提供帮助用户导航和找到内容的机制
|
||||
|
||||
技术要点:
|
||||
- 键盘可访问性
|
||||
- 跳过链接
|
||||
- 无键盘陷阱
|
||||
- 焦点指示器
|
||||
|
||||
### U — Understandable(可理解)
|
||||
**核心要求**:信息和操作必须是可理解的
|
||||
|
||||
具体要求:
|
||||
- 文本可读且可理解
|
||||
- 内容以可预测的方式出现和操作
|
||||
- 帮助用户避免和纠正错误
|
||||
|
||||
技术要点:
|
||||
- 清晰的标签
|
||||
- 错误建议
|
||||
- 一致的导航
|
||||
- 简单语言
|
||||
|
||||
### R — Robust(健壮)
|
||||
**核心要求**:内容必须能被各种用户代理可靠解释
|
||||
|
||||
具体要求:
|
||||
- 使用标准兼容的技术
|
||||
- 状态信息可被辅助技术识别
|
||||
- 提供状态和变化的机器可读通知
|
||||
|
||||
技术要点:
|
||||
- 语义 HTML
|
||||
- ARIA 正确使用
|
||||
- 标准化技术
|
||||
|
||||
## 与 Accessibility Auditor 的关系
|
||||
[[Accessibility Auditor]] 智能体默认验证所有四个 POUR 原则,确保测试产品达到 WCAG 2.2 AA 级别合规。
|
||||
|
||||
## Related Concepts
|
||||
- [[WCAG 2.2]]
|
||||
- [[Screen Reader Testing]]
|
||||
- [[Keyboard Navigation Audit]]
|
||||
|
||||
## Source
|
||||
- [[Accessibility Auditor]]
|
||||
- W3C WCAG 2.2
|
||||
29
wiki/concepts/Parallel-Kickoff.md
Normal file
29
wiki/concepts/Parallel-Kickoff.md
Normal file
@@ -0,0 +1,29 @@
|
||||
---
|
||||
title: "Parallel Kickoff"
|
||||
type: concept
|
||||
tags: [multi-agent, workflow, parallel]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
Parallel Kickoff 是一种多智能体工作流启动模式,多个独立工作流同时开始执行,适用于相互之间无依赖关系的任务。
|
||||
|
||||
## Usage Scenario
|
||||
在 landing page sprint 中,Content Creator 和 UI Designer 可同时开始工作,因二者相互独立:
|
||||
- Content Creator 编写文案
|
||||
- UI Designer 设计规格
|
||||
|
||||
二者输出合并后交付给 Frontend Developer。
|
||||
|
||||
## Example
|
||||
```
|
||||
Morning (9:00)
|
||||
├── Content Creator → 编写文案(并行)
|
||||
└── UI Designer → 设计规格(并行)
|
||||
```
|
||||
|
||||
## Connections
|
||||
- [[Multi-Agent Workflow]]:所属工作流模式
|
||||
- [[Merge Point]]:后续合并节点
|
||||
- [[Parallel Work]]:相关概念
|
||||
|
||||
46
wiki/concepts/Parallel-Work.md
Normal file
46
wiki/concepts/Parallel-Work.md
Normal file
@@ -0,0 +1,46 @@
|
||||
---
|
||||
title: "Parallel Work"
|
||||
type: concept
|
||||
tags: [multi-agent, workflow, concurrency]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
并行工作(Parallel Work)是一种多智能体协作模式,其中多个智能体同时执行任务,通过独立工作减少总体完成时间。
|
||||
|
||||
## Core Principle
|
||||
相互独立的任务可以同时由不同智能体处理,无需等待彼此完成。
|
||||
|
||||
## Workflow Pattern
|
||||
```
|
||||
Agent A ─┬─→ [独立任务 A]
|
||||
│
|
||||
Agent B ─┴─→ [独立任务 B]
|
||||
```
|
||||
|
||||
## Example
|
||||
在 Multi-Agent Workflow: Startup MVP 中:
|
||||
- Week 1:Sprint Prioritizer 和 UX Researcher **并行运行**
|
||||
- Week 2:Frontend Developer 和 Rapid Prototyper **并行构建**
|
||||
- Week 3:Frontend Developer 继续 + Growth Hacker **启动策略规划**
|
||||
|
||||
## Key Requirements
|
||||
- 任务必须相互独立,无依赖关系
|
||||
- 需要明确的输入和输出定义
|
||||
- 输出最终需要合并或由协调者整合
|
||||
|
||||
## Advantages
|
||||
- 减少总体执行时间
|
||||
- 充分利用并行处理能力
|
||||
- 加快 MVP 交付速度
|
||||
|
||||
## Disadvantages
|
||||
- 增加了协调复杂度
|
||||
- 需要清晰的边界定义
|
||||
- 合并输出可能产生冲突
|
||||
|
||||
## Related Concepts
|
||||
- [[Sequential Handoffs]]:顺序交接模式
|
||||
- [[Quality Gates]]:质量门控
|
||||
- [[Context Passing]]:上下文传递
|
||||
- [[Multi-Agent Team]]:多智能体团队
|
||||
@@ -21,3 +21,16 @@ last_updated: 2026-04-20
|
||||
- 采用率预测(Adoption Rate Predictions)
|
||||
- 置信区间(Confidence Intervals)
|
||||
- 情景概率权重(Probability Weighting)
|
||||
|
||||
## Analytics Reporter Applications
|
||||
- **客户流失预测**:识别高流失风险客户
|
||||
- **需求预测**:预测产品需求量,优化库存
|
||||
- **增长预测**:基于趋势外推预测收入增长
|
||||
|
||||
## Related Concepts
|
||||
- [[Customer Lifetime Value]]
|
||||
- [[Statistical Significance Testing]]
|
||||
|
||||
## Sources
|
||||
- [[raw/Agent/agency-agents/product/product-trend-researcher.md]]
|
||||
- [[support-analytics-reporter]]
|
||||
|
||||
38
wiki/concepts/Quality-Gates.md
Normal file
38
wiki/concepts/Quality-Gates.md
Normal file
@@ -0,0 +1,38 @@
|
||||
---
|
||||
title: "Quality Gates"
|
||||
type: concept
|
||||
tags: [multi-agent, quality, workflow]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
质量门控(Quality Gates)是多智能体工作流中的关键检查点,在进入下一阶段前对当前输出进行生产就绪评估。
|
||||
|
||||
## Core Principle
|
||||
在关键节点设置质量门槛,只有满足所有标准才能继续推进。
|
||||
|
||||
## Quality Gate Points
|
||||
在 Multi-Agent Workflow: Startup MVP 中设置了两个质量门控:
|
||||
|
||||
### Gate 1: Week 2 中点评估
|
||||
- 评估当前进度是否可达成目标
|
||||
- 识别需要削减的范围
|
||||
- 识别会,影响 Launch 的技术债务
|
||||
|
||||
### Gate 2: Week 4 最终评估
|
||||
- 评估产品 Launch 就绪状态
|
||||
- 检查错误监控、数据库备份等运维就绪
|
||||
- 要求证据支持每个验收标准
|
||||
- 提供 GO / NO-GO 决策
|
||||
|
||||
## Decision Outcomes
|
||||
- **GO**:满足所有标准,可以进入下一阶段
|
||||
- **NO-GO**:不满足标准,需要修复后重新评估
|
||||
- **NEEDS WORK**:默认决策,保守策略
|
||||
|
||||
## Related Concepts
|
||||
- [[Reality Checker]]:质量门控的执行者
|
||||
- [[Sequential Handoffs]]:顺序交接模式
|
||||
- [[Parallel Work]]:并行工作模式
|
||||
- [[Context Passing]]:上下文传递
|
||||
- [[Multi-Agent Team]]:多智能体团队
|
||||
46
wiki/concepts/RFM-Analysis.md
Normal file
46
wiki/concepts/RFM-Analysis.md
Normal file
@@ -0,0 +1,46 @@
|
||||
---
|
||||
title: "RFM Analysis"
|
||||
type: concept
|
||||
tags: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
客户价值分析的经典方法,通过三个维度评估客户:Recency(最近购买时间)、Frequency(购买频率)、Monetary(消费金额)。
|
||||
|
||||
## Scoring Method
|
||||
- R Score:最近购买距离当前天数,越小分数越高(1-5 分)
|
||||
- F Score:购买次数排名分位数(1-5 分)
|
||||
- M Score:消费总额分位数(1-5 分)
|
||||
- RFM Score:三个分数组合形成 555-111 的客户评分
|
||||
|
||||
## Customer Segments
|
||||
| RFM Score | Segment | Strategy |
|
||||
|-----------|---------|----------|
|
||||
| 555, 554, 544, 545, 454, 455, 445 | Champions | 奖励忠诚度,请求推荐,升级 |
|
||||
| 543, 444, 435, 355, 354, 345, 344, 335 | Loyal Customers | 培育关系,推荐新产品,会员计划 |
|
||||
| 553, 551, 552, 541, 542, 533, 532, 531, 452, 451 | Potential Loyalists | 升级优惠,交叉销售 |
|
||||
| 512, 511, 422, 421, 412, 411, 311 | New Customers | 优化入职,早期互动 |
|
||||
| 155, 154, 144, 214, 215, 115, 114 | At Risk | 再激活活动,特别优惠 |
|
||||
|
||||
## Implementation
|
||||
```python
|
||||
# RFM Analysis Python Implementation
|
||||
rfm = df.groupby('customer_id').agg({
|
||||
'date': lambda x: (current_date - x.max()).days, # Recency
|
||||
'order_id': 'count', # Frequency
|
||||
'revenue': 'sum' # Monetary
|
||||
}).rename(columns={
|
||||
'date': 'recency',
|
||||
'order_id': 'frequency',
|
||||
'revenue': 'monetary'
|
||||
})
|
||||
```
|
||||
|
||||
## Related Concepts
|
||||
- [[Customer Lifetime Value]]
|
||||
- [[Data-Driven Decision Making]]
|
||||
|
||||
## Source
|
||||
- [[support-analytics-reporter]]
|
||||
|
||||
51
wiki/concepts/Screen-Reader-Testing.md
Normal file
51
wiki/concepts/Screen-Reader-Testing.md
Normal file
@@ -0,0 +1,51 @@
|
||||
---
|
||||
title: "Screen Reader Testing"
|
||||
description: 使用屏幕阅读器验证网页内容可访问性的测试方法
|
||||
tags: [accessibility, testing, assistive-technology]
|
||||
---
|
||||
|
||||
## Definition
|
||||
Screen Reader Testing 是使用屏幕阅读器软件(如 VoiceOver、NVDA、JAWS)验证网页内容是否对视力障碍用户可访问的测试方法。
|
||||
|
||||
## 主要屏幕阅读器
|
||||
| 软件 | 平台 | 特点 |
|
||||
|------|------|------|
|
||||
| VoiceOver | macOS/iOS | Apple 设备内置,免费 |
|
||||
| NVDA | Windows | 开源免费,社区活跃 |
|
||||
| JAWS | Windows | 商业软件,功能全面 |
|
||||
| TalkBack | Android | Android 内置 |
|
||||
| VoiceOver | Safari (iOS) | 移动端测试 |
|
||||
|
||||
## 测试协议
|
||||
### 导航测试
|
||||
- Heading Structure(标题层级)
|
||||
- Landmark Regions(地标区域)
|
||||
- Skip Links(跳转链接)
|
||||
- Tab Order(Tab 顺序)
|
||||
- Focus Visibility(焦点可见性)
|
||||
|
||||
### 组件测试
|
||||
- Buttons(按钮角色和标签)
|
||||
- Links(链接描述)
|
||||
- Forms(表单标签和错误提示)
|
||||
- Modals(焦点陷阱)
|
||||
- Custom Widgets(自定义组件 ARIA)
|
||||
|
||||
### 动态内容测试
|
||||
- Live Regions(实时区域)
|
||||
- Loading States(加载状态)
|
||||
- Error Messages(错误消息)
|
||||
- Toast/Notifications(通知)
|
||||
|
||||
## Key Findings Format
|
||||
| 组件 | 屏幕阅读器行为 | 预期行为 | 状态 |
|
||||
|------|--------------|---------|------|
|
||||
| Name | 实际宣布内容 | 应该宣布的内容 | PASS/FAIL |
|
||||
|
||||
## Related Concepts
|
||||
- [[WCAG 2.2]]
|
||||
- [[Keyboard Navigation Audit]]
|
||||
- [[ARIA Patterns]]
|
||||
|
||||
## Source
|
||||
- [[Accessibility Auditor]]
|
||||
44
wiki/concepts/Sequential-Handoffs.md
Normal file
44
wiki/concepts/Sequential-Handoffs.md
Normal file
@@ -0,0 +1,44 @@
|
||||
---
|
||||
title: "Sequential Handoffs"
|
||||
type: concept
|
||||
tags: [multi-agent, workflow, coordination]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
顺序交接(Sequential Handoffs)是一种多智能体工作流模式,其中每个智能体的输出直接作为下一个智能体的输入,按顺序依次传递。
|
||||
|
||||
## Core Principle
|
||||
每个智能体的完整输出(而非摘要)成为下一个智能体的输入,确保信息完整性和上下文连贯性。
|
||||
|
||||
## Workflow Pattern
|
||||
```
|
||||
Agent A → [完整输出] → Agent B → [完整输出] → Agent C
|
||||
```
|
||||
|
||||
## Key Rules
|
||||
- **不摘要,只复制粘贴**:不要总结上一智能体的输出,直接使用完整输出
|
||||
- **保持完整性**:确保所有上下文、细节、证据都传递给下一个智能体
|
||||
- **按顺序执行**:必须等待前一个智能体完成后才能启动下一个
|
||||
|
||||
## Example
|
||||
在 Multi-Agent Workflow: Startup MVP 中:
|
||||
1. Sprint Prioritizer 完成冲刺计划
|
||||
2. 完整计划直接传给 Backend Architect
|
||||
3. Backend Architect 完整输出传给 Frontend Developer
|
||||
|
||||
## Advantages
|
||||
- 最大化信息保留
|
||||
- 减少上下文丢失
|
||||
- 便于追溯和审计
|
||||
|
||||
## Disadvantages
|
||||
- 可能增加处理时间
|
||||
- 需要更多上下文窗口
|
||||
- 顺序执行无法并行加速
|
||||
|
||||
## Related Concepts
|
||||
- [[Parallel Work]]:并行工作模式
|
||||
- [[Quality Gates]]:质量门控
|
||||
- [[Context Passing]]:上下文传递
|
||||
- [[Multi-Agent Team]]:多智能体团队
|
||||
28
wiki/concepts/Statistical-Significance-Testing.md
Normal file
28
wiki/concepts/Statistical-Significance-Testing.md
Normal file
@@ -0,0 +1,28 @@
|
||||
---
|
||||
title: "Statistical Significance Testing"
|
||||
type: concept
|
||||
tags: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
统计显著性检验,用于验证分析结论是否具有统计意义,而非随机偶然。
|
||||
|
||||
## Key Principles
|
||||
- P-value < 0.05:结果具有统计显著性
|
||||
- 95% 置信区间:标准置信水平
|
||||
- 样本量验证:确保样本量足够检测预期效应
|
||||
- 效应量(Effect Size):实际显著性而非仅统计显著性
|
||||
|
||||
## Application in Analytics
|
||||
- A/B 测试结果验证
|
||||
- 营销活动效果评估
|
||||
- 趋势识别确认
|
||||
- 预测模型准确性验证
|
||||
|
||||
## Related Concepts
|
||||
- [[Data-Driven Decision Making]]
|
||||
|
||||
## Source
|
||||
- [[support-analytics-reporter]]
|
||||
|
||||
45
wiki/concepts/Support-Analytics.md
Normal file
45
wiki/concepts/Support-Analytics.md
Normal file
@@ -0,0 +1,45 @@
|
||||
---
|
||||
id: support-analytics
|
||||
title: "Support Analytics"
|
||||
type: concept
|
||||
tags: [customer-service, analytics, metrics]
|
||||
sources: [support-support-responder.md]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
支持分析(Support Analytics),客户支持团队的数据驱动性能监控和优化框架,计算响应时间、解决率、CSAT 等关键指标并识别改进机会。
|
||||
|
||||
## Key Metrics
|
||||
|
||||
### Response Time Metrics
|
||||
- **Average First Response Time**:从创建工单到首次响应平均耗时
|
||||
- **Average Resolution Time**:从创建到完全解决的平均耗时
|
||||
- **SLA Compliance Rate**:满足响应/解决 SLA 的百分比
|
||||
|
||||
### Quality Metrics
|
||||
- **First Contact Resolution Rate**:首次联系解决百分比(目标 ≥ 80%)
|
||||
- **Customer Satisfaction Score**:CSAT 平均分(目标 ≥ 4.5/5)
|
||||
- **Ticket Volume by Channel**:各渠道工单分布
|
||||
|
||||
### Agent Performance
|
||||
- **Tickets Handled**:单个 agent 处理工单数
|
||||
- **Average Resolution Time per Agent**:Agent 级平均解决时间
|
||||
- **CSAT Score per Agent**:Agent 级客户满意度
|
||||
|
||||
## Trend Analysis
|
||||
- **Volume Trend**:日均工单量环比变化
|
||||
- **Top Issues**:高频问题分类统计
|
||||
- **Satisfaction Trend**:月度 CSAT 环比变化
|
||||
- **Response Time Trend**:周均响应时间环比变化
|
||||
|
||||
## Improvement Recommendations
|
||||
基于数据分析的优化建议,优先级分类:
|
||||
- **HIGH**:影响 SLA 或关键指标的改进
|
||||
- **MEDIUM**:效率提升机会
|
||||
- **LOW**:渐进优化
|
||||
|
||||
## Connections
|
||||
- [[Support Responder]] — 分析数据的生成者
|
||||
- [[Customer Success]] — 分析驱动的主动干预目标
|
||||
- [[Knowledge Base Management]] — 分析揭示的知识缺口
|
||||
53
wiki/concepts/Support-Tiers.md
Normal file
53
wiki/concepts/Support-Tiers.md
Normal file
@@ -0,0 +1,53 @@
|
||||
---
|
||||
id: support-tiers
|
||||
title: "Support Tiers"
|
||||
type: concept
|
||||
tags: [customer-service, support, escalation]
|
||||
sources: [support-support-responder.md]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
支持层级(Support Tiers),分层客户服务架构,根据问题复杂度和客户类型将请求分配到不同专业级别的支持团队。
|
||||
|
||||
## Tier Structure
|
||||
|
||||
### Tier 1 — General Support
|
||||
**Capabilities**:
|
||||
- Account Management:账户创建、修改、恢复
|
||||
- Basic Troubleshooting:常见问题诊断和解决
|
||||
- Product Information:产品功能和使用指导
|
||||
- Billing Inquiries:账单查询和基本计费问题
|
||||
|
||||
**Escalation Criteria**:
|
||||
- 技术复杂度超出基础知识范围
|
||||
- 政策例外请求需要管理层批准
|
||||
- 客户表达不满且一线无法解决
|
||||
|
||||
### Tier 2 — Technical Support
|
||||
**Capabilities**:
|
||||
- Advanced Troubleshooting:复杂技术问题诊断
|
||||
- Integration Support:API 和系统集成支持
|
||||
- Custom Configuration:定制化配置指导
|
||||
- Bug Reproduction:问题复现和日志分析
|
||||
|
||||
**Escalation Criteria**:
|
||||
- 需要工程团队介入的代码级别问题
|
||||
- 安全相关问题需要安全团队
|
||||
- 数据恢复需要 DBA 支持
|
||||
|
||||
### Tier 3 — Specialist Support
|
||||
**Capabilities**:
|
||||
- Enterprise Support:企业级客户专属支持
|
||||
- Custom Development:定制开发需求评估
|
||||
- Security Incidents:安全事件响应
|
||||
- Data Recovery:重大数据恢复操作
|
||||
|
||||
**Escalation Criteria**:
|
||||
- C-Level 管理层涉及
|
||||
- 法律咨询需求
|
||||
- 需要产品团队深度协作
|
||||
|
||||
## Connections
|
||||
- [[Multi-Channel Support Framework]] — 层级嵌入的框架
|
||||
- [[Support Responder]] — 层级执行的主体
|
||||
36
wiki/concepts/TCO-Total-Cost-of-Ownership.md
Normal file
36
wiki/concepts/TCO-Total-Cost-of-Ownership.md
Normal file
@@ -0,0 +1,36 @@
|
||||
---
|
||||
title: "TCO (Total Cost of Ownership)"
|
||||
type: concept
|
||||
tags: [cost-analysis, roi, tool-evaluation]
|
||||
sources: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Summary
|
||||
总拥有成本(TCO)是一种综合成本分析方法,计算工具或系统的全生命周期成本,支持长期投资决策。
|
||||
|
||||
## Definition
|
||||
TCO 包含以下成本组成部分:
|
||||
- 许可费用(licensing)
|
||||
- 实施成本(implementation)
|
||||
- 培训成本(training)
|
||||
- 维护成本(maintenance)
|
||||
- 集成成本(integration)
|
||||
- 迁移成本(migration)
|
||||
- 支持成本(support)
|
||||
|
||||
## Formula
|
||||
```
|
||||
TCO = (年许可费 × 年数) + 实施费 + 培训费 + (年维护费 × 年数) + 集成费 + 迁移费 + (年支持费 × 年数)
|
||||
```
|
||||
|
||||
## Application
|
||||
- 工具选择决策
|
||||
- 预算规划
|
||||
- ROI 计算
|
||||
- 供应商比较
|
||||
|
||||
## Related Concepts
|
||||
- [[Tool Evaluation Framework]]
|
||||
- [[ROI Analysis]]
|
||||
- [[Vendor Management]]
|
||||
30
wiki/concepts/Time-boxed.md
Normal file
30
wiki/concepts/Time-boxed.md
Normal file
@@ -0,0 +1,30 @@
|
||||
---
|
||||
title: "Time-boxed"
|
||||
type: concept
|
||||
tags: [workflow, time-management, scope-control]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Definition
|
||||
Time-boxed 是一种时间管理机制,为单一任务设置最大时长限制,防止范围蔓延和无限期延误。
|
||||
|
||||
## Purpose
|
||||
- 防止范围蔓延(scope creep)
|
||||
- 确保交付时间线
|
||||
- 提高专注度
|
||||
- 加速决策
|
||||
|
||||
## Example
|
||||
Landing page sprint 时间表:
|
||||
| Time | Activity | Agent |
|
||||
|------|----------|-------|
|
||||
| 9:00 | Copy + design kick off | Content Creator + UI Designer |
|
||||
| 11:00 | Build starts | Frontend Developer |
|
||||
| 14:00 | First version ready | — |
|
||||
| 15:30 | Apply feedback | Frontend Developer |
|
||||
| 16:30 | Ship | Deploy |
|
||||
|
||||
## Connections
|
||||
- [[Multi-Agent Workflow]]:所属工作流模式
|
||||
- [[Sprint Planning]]:相关时间规划概念
|
||||
|
||||
33
wiki/concepts/Tool-Evaluation-Framework.md
Normal file
33
wiki/concepts/Tool-Evaluation-Framework.md
Normal file
@@ -0,0 +1,33 @@
|
||||
---
|
||||
title: "Tool Evaluation Framework"
|
||||
type: concept
|
||||
tags: [tool-evaluation, framework, methodology]
|
||||
sources: []
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## Summary
|
||||
工具评估框架是一种结构化的定量评估方法,通过加权评分体系对工具进行多维度评估,支持企业级工具选择决策。
|
||||
|
||||
## Definition
|
||||
采用多准则决策分析(MCDA),通过七个核心维度对工具进行全面评估:
|
||||
- 功能性(functionality)
|
||||
- 可用性(usability)
|
||||
- 性能(performance)
|
||||
- 安全性(security)
|
||||
- 集成(integration)
|
||||
- 支持(support)
|
||||
- 成本(cost)
|
||||
|
||||
## Key Metrics
|
||||
- 功能性测试:required features 80% + optional features 20%
|
||||
- 性能测试:平均响应时间、P95 响应时间
|
||||
- TCO 计算:许可 + 实施 + 培训 + 维护 + 集成 + 迁移 + 支持
|
||||
|
||||
## Application
|
||||
用于企业工具选择、供应商评估、投资回报分析等场景。
|
||||
|
||||
## Related Concepts
|
||||
- [[TCO(Total Cost of Ownership)]]
|
||||
- [[ROI Analysis]]
|
||||
- [[Vendor Management]]
|
||||
25
wiki/concepts/Versioned-Draft.md
Normal file
25
wiki/concepts/Versioned-Draft.md
Normal file
@@ -0,0 +1,25 @@
|
||||
---
|
||||
title: "Versioned Draft"
|
||||
type: concept
|
||||
tags: [writing, workflow, revision]
|
||||
sources: [sources/workflow-book-chapter.md]
|
||||
last_updated: 2026-04-21
|
||||
---
|
||||
|
||||
## 定义
|
||||
版本化草稿是通过迭代修订循环产生的带版本号的章节草稿,每一版本基于前版本的编辑注释进行改进。
|
||||
|
||||
## 核心特征
|
||||
- 带版本编号(如 Version 1、Version 2)
|
||||
- 基于反馈进行渐进改进
|
||||
- 记录编辑决策和假设
|
||||
- 暴露开放编辑问题供作者决策
|
||||
|
||||
## 与反馈循环的关系
|
||||
版本化草稿依赖反馈循环机制:
|
||||
- Feedback Loop 提供结构化修订请求
|
||||
- Editorial Notes 标注假设和证据缺口
|
||||
- Next Step 定义下一版本的改进方向
|
||||
|
||||
## Aliases
|
||||
- 版本化草稿
|
||||
45
wiki/concepts/WCAG-2-2.md
Normal file
45
wiki/concepts/WCAG-2-2.md
Normal file
@@ -0,0 +1,45 @@
|
||||
---
|
||||
title: "WCAG 2.2"
|
||||
description: Web Content Accessibility Guidelines 2.2,网页内容无障碍指南的国际标准
|
||||
tags: [accessibility, standards, wcag]
|
||||
---
|
||||
|
||||
## Definition
|
||||
WCAG 2.2(Web Content Accessibility Guidelines 2.2)是 W3C 发布的网页内容无障碍指南标准,是国际公认的网站无障碍设计规范。最新版本于 2023 年 10 月正式发布。
|
||||
|
||||
## POUR Principles(四大原则)
|
||||
### Perceivable(可感知)
|
||||
- 所有信息都必须以用户可感知的方式呈现
|
||||
- 包括文本替代、字幕、放大功能等
|
||||
|
||||
### Operable(可操作)
|
||||
- 所有功能都必须可以通过键盘操作
|
||||
- 不能依赖特定设备或输入方式
|
||||
|
||||
### Understandable(可理解)
|
||||
- 信息和操作必须是可理解的
|
||||
- 避免歧义,提供清晰的错误提示
|
||||
|
||||
### Robust(健壮)
|
||||
- 内容必须能被各种用户代理可靠解释
|
||||
- 包括辅助技术和未来兼容性
|
||||
|
||||
## Conformance Levels
|
||||
- **Level A**:最低要求,必须满足
|
||||
- **Level AA**:标准要求,大多数合规标准以此为准
|
||||
- **Level AAA**:最高要求,适用于特定场景
|
||||
|
||||
## Key Success Criteria
|
||||
- 1.4.3 Contrast Minimum(对比度最低 4.5:1)
|
||||
- 2.1.1 Keyboard(所有功能可键盘操作)
|
||||
- 2.4.7 Focus Visible(焦点可见性)
|
||||
- 4.1.2 Name, Role, Value(名称、角色、值可机器读取)
|
||||
|
||||
## Related Concepts
|
||||
- [[Screen Reader Testing]]
|
||||
- [[Keyboard Navigation Audit]]
|
||||
- [[POUR Principles]]
|
||||
|
||||
## Source
|
||||
- [[Accessibility Auditor]]
|
||||
- W3C WCAG 2.2 Official
|
||||
Reference in New Issue
Block a user