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Tencent WeDa Business Staff Operation Guide
销售、客服、HR、财务 4 类角色在微搭 + 企业微信日常工作的 10 大高频操作，覆盖『提交 → 审批 → 查询 → 报表 → 协作 → AI』全链路，配套提效技巧 TOP10。
Business personnel 10 operate frequently
Add/edit data
Fill in fields on the form page, upload attachments, and select associated records; draft saving and conflict detection are supported.
Submit for approval / reminder
After submission, check the node progress in "My Initiation"; if the node is overdue, you can urge it with one click, and WeCom messages will go directly to the approver.
list filter view
Save personal frequently used views according to conditions and switch them with one click next time (such as "Unfinished customers I am responsible for").
Data import and export
Batch import of Excel templates; export to CSV/Excel based on filtering results, sensitive fields can be desensitized.
Statistical report board
Subscribe to daily/weekly report boards by role, and key indicators will be pushed regularly by WeCom.
Taking pictures/scanning QR code on mobile terminal
Scan business cards during on-site visits, scan asset QR codes when reporting for repairs, and automatically locate when signing in. WeDa uses native capabilities.
@Collaboration & Comments
On the record details page @colleagues or departments, automatically push WeCom messages to precipitate collaboration context.
Print / PDF export
Contracts, quotations, and delivery orders can be generated as PDFs using templates with one click, and can be electronically signed and sent back.
Message reminder settings
Subscription field changes, approval changes, overdue tasks; supports do-not-disturb periods and aggregated push.
AI assistant conversation
The Hunyuan large model can conversationally query data, generate summaries, and automatically fill in forms. For details, see the AI scenario page.
Typical scenes of 4 characters
🎯 Sales
- Customer registration, visit check-in, business opportunity follow-up SOP
- Quotation/Contract Approval + Electronic Signature Directly to Customers
- Sales funnel dashboard + automatic weekly report for weekly meetings
- WeChat mini program has embedded customer self-service information submission
🎧Customer service / after-sales
- Work order creation, dispatch, SLA countdown and reminder
- Knowledge base quick reply + AI summarizes customer demands
- Return visit tasks and NPS rating statistics
- WeCom session sidebar one-click order checking
🧑💼 HR
- Recruitment registration, interview evaluation, onboarding process
- Leave/overtime/business trip approval and attendance reconciliation
- Employee birthday/effective expiry automatic reminder
- Compliance archiving of entry-departure transfer change report
💰 Finance / Administration
- Graded approval of reimbursement, payment, and purchase applications
- Invoice scanning code recognition + automatic filling of the amount
- Fixed asset registration, borrowing and inventory QR code
- Monthly reconciliation statement + abnormal account warning
Business efficiency improvement skills TOP 10
- Use "Batch Edit" to modify multiple pieces of data at once to avoid clicking on each item one by one.
- Familiar list filtering + save as "My View" to reduce repeated filtering
- Pin the high-frequency application to the "My Applications" homepage of the WeCom workbench
- Use to long press on mobile to quickly copy cell data
- Member contact on the details page @ is more record-keeping than speaking directly in the group chat
- The approval node is configured with "automatic transfer after timeout" to prevent orders from getting stuck.
- Subscribe to key bulletin boards and get regular push notifications from WeCom without opening the app.
- Scanning the code to enter the form is more than 3 times faster than manual entry (QR code + default value)
- Make commonly used printing templates into PDF buttons and directly generate them
- Connect to the AI assistant to do "search data in one sentence/automatically generate summary"
Extended learning resources
Tencent CloudWeDa official documentation
Template center, component manual, application market
WeCom Help Center
Address book, workbench, message collaboration document
Tencent Cloud Community: WeDa Approval Practice
Approval flow configuration, timeout transfer, and case reminder
CSDN: WeDa template & practice
Sales / HR / Finance industry template sharing