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CN118674479A - Marketing strategy intelligent generation method and device, electronic equipment and storage medium - Google Patents

Marketing strategy intelligent generation method and device, electronic equipment and storage medium Download PDF

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CN118674479A
CN118674479A CN202410848310.2A CN202410848310A CN118674479A CN 118674479 A CN118674479 A CN 118674479A CN 202410848310 A CN202410848310 A CN 202410848310A CN 118674479 A CN118674479 A CN 118674479A
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项跃
王文超
张清雯
李伟峰
戚晓成
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iFlytek Co Ltd
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Abstract

本发明提供一种营销策略智能生成方法、装置、电子设备和存储介质,涉及人工智能技术领域,包括:获取目标客户的沟通记录,以及待推荐产品的产品信息;基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息;基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息;基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。本发明提供的方法和装置,可以精准地定位不同客户的客户需求,推荐更加满足客户需求的产品,提高了营销效率,也提高了客户体验。

The present invention provides a marketing strategy intelligent generation method, device, electronic device and storage medium, which relates to the field of artificial intelligence technology, including: obtaining communication records of target customers and product information of products to be recommended; performing label mining on the communication records based on a large language model to generate label information of the target customers; performing label mining on the product information based on a large language model to generate label information of the products to be recommended; performing information fusion on the label information of the target customers and the label information of the products to be recommended based on a large language model to generate a marketing strategy for recommending the products to be recommended to the target customers. The method and device provided by the present invention can accurately locate the customer needs of different customers, recommend products that better meet customer needs, improve marketing efficiency, and also improve customer experience.

Description

营销策略智能生成方法、装置、电子设备和存储介质Marketing strategy intelligent generation method, device, electronic device and storage medium

技术领域Technical Field

本发明涉及人工智能技术领域,尤其涉及一种营销策略智能生成方法、装置、电子设备和存储介质。The present invention relates to the field of artificial intelligence technology, and in particular to a marketing strategy intelligent generation method, device, electronic device and storage medium.

背景技术Background Art

在金融和电商等场景中,市场环境竞争激烈,客户经理需要运用所有可用的资源和工具来提升营销效率和效果。In scenarios such as finance and e-commerce, the market environment is highly competitive, and account managers need to use all available resources and tools to improve marketing efficiency and effectiveness.

相关技术中,客户经理面对海量的产品信息和客户数据,既无法准确和全面地了解不同产品的特点,也无法深入分析客户的消费习惯和消费喜好,使得客户经理无法精准地定位客户需求,营销效率低,客户体验差。In related technologies, account managers are faced with massive amounts of product information and customer data. They are unable to accurately and comprehensively understand the characteristics of different products, nor are they able to deeply analyze customers' consumption habits and preferences. This makes it impossible for account managers to accurately identify customer needs, resulting in low marketing efficiency and poor customer experience.

发明内容Summary of the invention

本发明提供一种营销策略智能生成方法、装置、电子设备和存储介质,用于解决无法精准地定位客户需求,营销效率低的技术问题。The present invention provides a marketing strategy intelligent generation method, device, electronic device and storage medium, which are used to solve the technical problems of being unable to accurately locate customer needs and low marketing efficiency.

本发明提供一种营销策略智能生成方法,包括:The present invention provides a marketing strategy intelligent generation method, comprising:

获取目标客户的沟通记录,以及待推荐产品的产品信息;Obtain communication records with target customers and product information of products to be recommended;

基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息;Performing label mining on the communication records based on a large language model to generate label information of the target customer;

基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息;Performing label mining on the product information based on a large language model to generate label information of the product to be recommended;

基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。Based on a large language model, information fusion is performed on the label information of the target customer and the label information of the product to be recommended, so as to generate a marketing strategy for recommending the product to be recommended to the target customer.

在一些实施例中,所述基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息,包括:In some embodiments, the performing tag mining on the communication records based on a large language model to generate tag information of the target customer includes:

基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的实时标签信息;Performing tag mining on the communication records based on a large language model to generate real-time tag information of the target customer;

基于大型语言模型对所述目标客户的实时标签信息和历史标签信息进行信息融合,生成所述目标客户的标签信息。The real-time label information and historical label information of the target customer are fused based on a large language model to generate label information of the target customer.

在一些实施例中,所述基于大型语言模型对所述目标客户的实时标签信息和历史标签信息进行信息融合,生成所述目标客户的标签信息之后,所述方法还包括:In some embodiments, after fusing the real-time tag information and the historical tag information of the target customer based on the large language model to generate the tag information of the target customer, the method further includes:

基于所述目标客户的标签信息,生成所述目标客户的客户画像;Based on the tag information of the target customer, generating a customer profile of the target customer;

基于大型语言模型对所述客户画像进行分析,生成所述目标客户的客户分析结果;所述客户分析结果包括所述目标客户的产品偏好分析结果和购买意向分析结果中的至少一种。The customer portrait is analyzed based on a large language model to generate a customer analysis result of the target customer; the customer analysis result includes at least one of a product preference analysis result and a purchase intention analysis result of the target customer.

在一些实施例中,所述基于大型语言模型对所述目标客户的实时标签信息和历史标签信息进行信息融合,生成所述目标客户的标签信息之后,所述方法还包括:In some embodiments, after fusing the real-time tag information and the historical tag information of the target customer based on the large language model to generate the tag information of the target customer, the method further includes:

基于所述目标客户的标签信息,生成所述目标客户的营销时机画像;Based on the tag information of the target customer, generate a marketing opportunity portrait of the target customer;

基于大型语言模型对所述营销时机画像进行分析,生成所述目标客户对应的营销时机推荐信息。The marketing opportunity portrait is analyzed based on a large language model to generate marketing opportunity recommendation information corresponding to the target customer.

在一些实施例中,所述基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息之后,所述方法还包括:In some embodiments, after performing label mining on the product information based on a large language model to generate label information of the product to be recommended, the method further includes:

基于大型语言模型将所述产品信息与所述待推荐产品对应的关联产品的产品信息进行信息对比,生成所述待推荐产品的产品对比信息。Based on a large language model, the product information is compared with the product information of the associated products corresponding to the product to be recommended to generate product comparison information of the product to be recommended.

在一些实施例中,所述基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略,包括:将所述目标客户的标签信息和所述待推荐产品的标签信息进行匹配,得到所述目标客户与所述待推荐产品的匹配程度信息;In some embodiments, the step of fusing the label information of the target customer and the label information of the product to be recommended based on a large language model to generate a marketing strategy for recommending the product to be recommended to the target customer includes: matching the label information of the target customer and the label information of the product to be recommended to obtain information on the degree of matching between the target customer and the product to be recommended;

基于大型语言模型对所述匹配程度信息、所述目标客户的客户分析结果和所述目标客户对应的营销时机推荐信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。Based on a large language model, the matching degree information, the customer analysis results of the target customers and the marketing opportunity recommendation information corresponding to the target customers are integrated to generate a marketing strategy for recommending the product to be recommended to the target customers.

在一些实施例中,所述方法还包括:In some embodiments, the method further comprises:

构建包含所述待推荐产品的产品信息的产品知识库;Building a product knowledge base containing product information of the product to be recommended;

基于大型语言模型对所述产品知识库进行信息抽取,生成所述产品知识库对应的产品信息库;基于大型语言模型和所述产品信息库,生成产品知识问题对应的产品知识答案。Information is extracted from the product knowledge base based on a large language model to generate a product information base corresponding to the product knowledge base; and product knowledge answers corresponding to product knowledge questions are generated based on the large language model and the product information base.

本发明提供一种营销策略智能生成装置,包括:The present invention provides a marketing strategy intelligent generation device, comprising:

信息获取模块,用于获取目标客户的沟通记录,以及待推荐产品的产品信息;The information acquisition module is used to obtain the communication records of target customers and the product information of the products to be recommended;

客户标签挖掘模块,用于基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息;A customer tag mining module, used to perform tag mining on the communication records based on a large language model to generate tag information of the target customer;

产品标签挖掘模块,用于基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息;A product label mining module, used to perform label mining on the product information based on a large language model to generate label information of the product to be recommended;

策略生成模块,用于基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。The strategy generation module is used to fuse the label information of the target customer and the label information of the product to be recommended based on a large language model, and generate a marketing strategy for recommending the product to be recommended to the target customer.

本发明提供一种电子设备,包括存储器、处理器及存储在所述存储器上并可在所述处理器上运行的计算机程序,所述处理器执行所述计算机程序时实现所述的营销策略智能生成方法。The present invention provides an electronic device, comprising a memory, a processor and a computer program stored in the memory and executable on the processor, wherein the method for intelligently generating marketing strategies is implemented when the processor executes the computer program.

本发明提供一种非暂态计算机可读存储介质,其上存储有计算机程序,所述计算机程序被处理器执行时实现所述的营销策略智能生成方法。The present invention provides a non-transitory computer-readable storage medium having a computer program stored thereon, and the computer program implements the marketing strategy intelligent generation method when executed by a processor.

本发明提供的营销策略智能生成方法、装置、电子设备和存储介质,获取目标客户的沟通记录,以及待推荐产品的产品信息;基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息;基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息;基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略;一方面通过大型语言模型对目标客户的沟通记录和待推荐产品的产品信息进行了标签挖掘,另一方面对挖掘得到的标签信息进行了信息融合,利用了大型语言模型的强大计算能力和对复杂特征的学习能力,可以更好地理解和利用数据,更有效地从数据中提取有用信息,不仅提高了沟通记录和产品信息等数据挖掘的准确性,还处理了大规模的海量数据,最后自动生成高质量的营销策略,可以精准地定位不同客户的客户需求,推荐更加满足客户需求的产品,提高了营销效率,也提高了客户体验。The intelligent generation method, device, electronic device and storage medium of marketing strategy provided by the present invention obtain the communication records of target customers and the product information of the products to be recommended; perform label mining on the communication records based on a large language model to generate the label information of the target customers; perform label mining on the product information based on a large language model to generate the label information of the products to be recommended; perform information fusion on the label information of the target customers and the label information of the products to be recommended based on the large language model to generate a marketing strategy for recommending the products to be recommended to the target customers; on the one hand, label mining is performed on the communication records of the target customers and the product information of the products to be recommended through the large language model, and on the other hand, information fusion is performed on the mined label information, and the powerful computing power and learning ability of the large language model for complex features are utilized, so that data can be better understood and utilized, and useful information can be more effectively extracted from the data, which not only improves the accuracy of data mining such as communication records and product information, but also processes large-scale massive data, and finally automatically generates high-quality marketing strategies, which can accurately locate the customer needs of different customers, recommend products that better meet customer needs, improve marketing efficiency, and improve customer experience.

附图说明BRIEF DESCRIPTION OF THE DRAWINGS

此处的附图被并入说明书中并构成本说明书的一部分,示出了符合本发明的实施例,并与说明书一起用于解释本发明的原理。The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate embodiments consistent with the invention and, together with the description, serve to explain the principles of the invention.

为了更清楚地说明本发明或现有技术中的技术方案,下面将对实施例或现有技术描述中所需要使用的附图作简单地介绍,显而易见地,下面描述中的附图是本发明的一些实施例,对于本领域普通技术人员来讲,在不付出创造性劳动的前提下,还可以根据这些附图获得其他的附图。In order to more clearly illustrate the technical solutions in the present invention or the prior art, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, the drawings described below are some embodiments of the present invention. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying creative work.

图1是本发明提供的营销策略智能生成方法的流程示意图之一。FIG. 1 is one of the flow charts of the method for intelligently generating marketing strategies provided by the present invention.

图2是本发明提供的营销策略智能生成方法的流程示意图之二。FIG. 2 is a second flow chart of the method for intelligently generating marketing strategies provided by the present invention.

图3是本发明提供的营销策略智能生成装置的结构示意图。FIG3 is a schematic diagram of the structure of the marketing strategy intelligent generation device provided by the present invention.

图4是本发明提供的营销系统的整体架构示意图。FIG. 4 is a schematic diagram of the overall architecture of the marketing system provided by the present invention.

图5是本发明提供的营销系统的组件逻辑架构示意图。FIG. 5 is a schematic diagram of the component logic architecture of the marketing system provided by the present invention.

图6是本发明提供的电子设备的结构示意图。FIG. 6 is a schematic diagram of the structure of an electronic device provided by the present invention.

具体实施方式DETAILED DESCRIPTION

为了使本技术领域的人员更好地理解本发明方案,下面将结合本发明实施例中的附图,对本发明实施例中的技术方案进行清楚、完整地描述,显然,所描述的实施例仅仅是本发明一部分的实施例,而不是全部的实施例。基于本发明中的实施例,本领域普通技术人员在没有做出创造性劳动前提下所获得的所有其他实施例,都应当属于本发明保护的范围。In order to enable those skilled in the art to better understand the scheme of the present invention, the technical scheme in the embodiments of the present invention will be clearly and completely described below in conjunction with the drawings in the embodiments of the present invention. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work should fall within the scope of protection of the present invention.

需要说明的是,本发明中的术语“第一”、“第二”等是用于区别类似的对象,而不必用于描述特定的顺序或先后次序。应该理解这样使用的数据在适当情况下可以互换,以便这里描述的本发明的实施例能够以除了在这里图示或描述的那些以外的顺序实施。此外,术语“包括”和“具有”以及他们的任何变形,意图在于覆盖不排他的包含,例如,包含了一系列步骤或单元或模块的过程、方法、系统、产品或设备不必限于清楚地列出的那些步骤或单元或模块,而是可包括没有清楚地列出的或对于这些过程、方法、产品或设备固有的其它步骤或单元或模块。It should be noted that the terms "first", "second", etc. in the present invention are used to distinguish similar objects, and are not necessarily used to describe a specific order or sequence. It should be understood that the data used in this way can be interchanged where appropriate, so that the embodiments of the present invention described herein can be implemented in an order other than those illustrated or described herein. In addition, the terms "including" and "having" and any variations thereof are intended to cover non-exclusive inclusions, for example, a process, method, system, product or device that includes a series of steps or units or modules is not necessarily limited to those steps or units or modules that are clearly listed, but may include other steps or units or modules that are not clearly listed or inherent to these processes, methods, products or devices.

在本发明的技术方案中,所涉及的个人信息的收集、存储、使用、加工、传输、提供和公开等处理,均符合相关法律法规的规定,采取了必要保密措施,且不违背公序良俗。In the technical solution of the present invention, the collection, storage, use, processing, transmission, provision and disclosure of personal information involved are in compliance with the provisions of relevant laws and regulations, necessary confidentiality measures are taken, and do not violate public order and good morals.

市场营销是商品或服务从生产者手中移交到消费者手中的一种过程,是企业或其他组织以满足消费者需要为中心进行的一系列活动。市场营销人员需要了解客户(消费者)的偏好,向客户推荐适合的产品,促使客户进行产品购买。随着产品信息和客户数据的数据量越来越大,客户经理会借助一些相关技术中的推荐平台来进行营销。Marketing is the process of transferring goods or services from producers to consumers. It is a series of activities carried out by enterprises or other organizations to meet consumer needs. Marketing personnel need to understand the preferences of customers (consumers), recommend suitable products to customers, and encourage customers to purchase products. As the amount of product information and customer data increases, account managers will use recommendation platforms in related technologies to conduct marketing.

相关技术中的推荐平台通常会对单一的数据进行分析和整理,实现单一的功能,例如数据规整、客户画像、推荐排序和结果投递等,缺乏对海量数据的深入挖掘和关联挖掘,在营销过程中又依赖客户经理的业务经验,使得客户经理无法精准地定位客户需求,营销效率低,客户体验差。The recommendation platforms in related technologies usually analyze and organize single data to achieve single functions, such as data regularization, customer profiling, recommendation sorting and result delivery. They lack in-depth mining and correlation mining of massive data, and rely on the business experience of account managers in the marketing process, which makes it impossible for account managers to accurately identify customer needs, resulting in low marketing efficiency and poor customer experience.

为了解决相关技术中的不足,图1是本发明提供的营销策略智能生成方法的流程示意图之一,如图1所示,该方法包括步骤110、步骤120、步骤130和步骤140。In order to solve the deficiencies in the related art, FIG1 is one of the flow charts of the marketing strategy intelligent generation method provided by the present invention. As shown in FIG1 , the method includes step 110 , step 120 , step 130 and step 140 .

步骤110、获取目标客户的沟通记录,以及待推荐产品的产品信息。Step 110: Obtain the communication records of the target customers and the product information of the products to be recommended.

具体地,本发明实施例提供的营销策略智能生成方法的执行主体为营销策略智能生成装置。该装置可以通过软件实现,例如运行在计算机中的营销策略智能生成程序或者营销助手软件;也可以为执行营销策略智能生成方法的装置,例如移动终端、平板电脑、台式计算机或者服务器等。Specifically, the execution subject of the marketing strategy intelligent generation method provided in the embodiment of the present invention is a marketing strategy intelligent generation device. The device can be implemented by software, such as a marketing strategy intelligent generation program or marketing assistant software running in a computer; it can also be a device that executes the marketing strategy intelligent generation method, such as a mobile terminal, a tablet computer, a desktop computer or a server.

目标客户为需要对其进行推荐产品(包括商品或者服务)的个人或者组织。The target customers are individuals or organizations to whom products (including goods or services) need to be recommended.

沟通记录是指与客户进行沟通交流过程中所产生的文字记录或者语音记录等。例如可以通过即时沟通软件、电子邮件等方式与客户进行沟通得到文字聊天记录,也可以通过语音电话或者视频通话等方式与客户进行沟通得到语音聊天记录。这些记录都可以作为沟通记录。需要说明的是,在对沟通记录中涉及的个人信息在进行数据处理之前需要获取客户的授权认可,并按照相关法律法规的要求进行处理和保密。Communication records refer to text records or voice records generated during the communication process with customers. For example, text chat records can be obtained by communicating with customers through instant messaging software, email, etc., or voice chat records can be obtained by communicating with customers through voice calls or video calls. These records can all be used as communication records. It should be noted that before processing the personal information involved in the communication records, the customer's authorization must be obtained, and the processing and confidentiality must be carried out in accordance with the requirements of relevant laws and regulations.

待推荐产品是指向客户推荐的商品或者服务。产品信息是指对产品的基本标识、技术规格和功能特性等进行描述的信息。例如待推荐产品的产品信息可以以产品说明书的形式进行记录。The recommended product refers to the commodity or service recommended to the customer. Product information refers to information describing the basic identification, technical specifications and functional characteristics of the product. For example, the product information of the recommended product can be recorded in the form of a product manual.

步骤120、基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息。Step 120: Perform tag mining on the communication records based on the large language model to generate tag information of the target customers.

具体地,大型语言模型(Large Language Model,LLM,又称大模型)是基于海量文本数据训练的深度学习模型。它不仅能够生成自然语言文本,还能够深入理解文本含义,处理各种自然语言任务,如文本摘要、问答、翻译等。Specifically, the Large Language Model (LLM) is a deep learning model trained on massive text data. It can not only generate natural language text, but also deeply understand the meaning of the text and handle various natural language tasks such as text summarization, question answering, translation, etc.

可以对沟通记录转换为文本数据,例如可以通过语音转文本或者光学字符识别(Optical Character Recognition,OCR)等技术对语音记录进行语音转写,得到对应的文本数据。将沟通记录对应的文本数据输入大型语言模型,使得大型语言模型从文本数据中自动提取关键词或标签,得到目标客户的标签信息。The communication records can be converted into text data, for example, the voice records can be transcribed by voice-to-text or optical character recognition (OCR) and other technologies to obtain the corresponding text data. The text data corresponding to the communication records is input into a large language model, so that the large language model automatically extracts keywords or tags from the text data to obtain the tag information of the target customer.

目标客户的标签信息可以包括目标客户的产品偏好、消费习惯、购买意向等方面的信息,还可以包括目标客户的行业背景和职业信息等方面的信息。The label information of the target customers may include information on the target customers' product preferences, consumption habits, purchase intentions, etc., and may also include information on the target customers' industry background and occupational information, etc.

步骤130、基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息。Step 130: Perform label mining on product information based on a large language model to generate label information of products to be recommended.

具体地,可以将产品信息对应的文本数据输入大型语言模型,使得大型语言模型从文本数据中自动提取关键词或标签,得到待推荐产品的标签信息。Specifically, the text data corresponding to the product information can be input into a large language model, so that the large language model automatically extracts keywords or tags from the text data to obtain tag information of the product to be recommended.

待推荐产品的标签信息可以包括待推荐产品的功能特性、适用对象、产品标识和销售价格等方面的信息。The label information of the product to be recommended may include information on the functional characteristics, applicable objects, product identification and sales price of the product to be recommended.

步骤140、基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略。Step 140: Based on the large language model, information fusion is performed on the label information of the target customer and the label information of the product to be recommended, and a marketing strategy for recommending the product to be recommended to the target customer is generated.

具体地,可以将目标客户的标签信息和待推荐产品的标签信息输入大型语言模型,使得大型语言模型利用强大的计算能力和对复杂特征的学习能力,可以对目标客户的标签信息和待推荐产品的标签信息进行更好地理解和利用,精准地定位客户需求,生成向目标客户推荐待推荐产品的营销策略。Specifically, the label information of target customers and the label information of products to be recommended can be input into a large language model, so that the large language model can use its powerful computing power and ability to learn complex features to better understand and utilize the label information of target customers and the label information of products to be recommended, accurately locate customer needs, and generate a marketing strategy to recommend products to target customers.

营销策略是指为达成营销目标而制定和执行的规划和行动,涵盖了广泛的活动和决策,以促进产品或服务的销售,并建立和维护客户关系。营销策略具体可以包括客户需求分析、产品竞争力分析、营销时机分析、营销话术推荐和营销定价推荐等信息。Marketing strategy refers to the plans and actions developed and executed to achieve marketing goals, covering a wide range of activities and decisions to promote the sales of products or services and to establish and maintain customer relationships. Marketing strategy can specifically include information such as customer demand analysis, product competitiveness analysis, marketing timing analysis, marketing speech recommendations, and marketing pricing recommendations.

大型语言模型可以通过文本形式输出,用于对客户经理进行提示,也可以生成相应的待办事项或者提醒文案。Large language models can be output in text form to provide prompts to account managers, or to generate corresponding to-do items or reminder texts.

本发明实施例提供的营销策略智能生成方法,获取目标客户的沟通记录,以及待推荐产品的产品信息;基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息;基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息;基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略;一方面通过大型语言模型对目标客户的沟通记录和待推荐产品的产品信息进行了标签挖掘,另一方面对挖掘得到的标签信息进行了信息融合,利用了大型语言模型的强大计算能力和对复杂特征的学习能力,可以更好地理解和利用数据,更有效地从数据中提取有用信息,不仅提高了沟通记录和产品信息等数据挖掘的准确性,还处理了大规模的海量数据,最后自动生成高质量的营销策略,可以精准地定位不同客户的客户需求,推荐更加满足客户需求的产品,提高了营销效率,也提高了客户体验。The intelligent generation method of marketing strategies provided by the embodiment of the present invention obtains the communication records of target customers and the product information of the products to be recommended; performs label mining on the communication records based on a large language model to generate the label information of the target customers; performs label mining on the product information based on the large language model to generate the label information of the products to be recommended; performs information fusion on the label information of the target customers and the label information of the products to be recommended based on the large language model to generate a marketing strategy for recommending the products to be recommended to the target customers; on the one hand, the communication records of the target customers and the product information of the products to be recommended are subjected to label mining through the large language model, and on the other hand, the information fusion is performed on the label information obtained by mining, and the powerful computing power and learning ability of the large language model for complex features are utilized, so that the data can be better understood and utilized, and useful information can be more effectively extracted from the data, which not only improves the accuracy of data mining such as communication records and product information, but also processes large-scale massive data, and finally automatically generates high-quality marketing strategies, which can accurately locate the customer needs of different customers, recommend products that better meet customer needs, improve marketing efficiency, and improve customer experience.

需要说明的是,本发明每一个实施方式可以自由组合、调换顺序或者单独执行,并不需要依靠或依赖固定的执行顺序。It should be noted that each implementation of the present invention can be freely combined, the order can be changed, or it can be executed separately, and does not need to rely on or depend on a fixed execution order.

在一些实施例中,基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息,包括:In some embodiments, label mining is performed on communication records based on a large language model to generate label information of target customers, including:

基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的实时标签信息;Conduct tag mining on communication records based on large language models to generate real-time tag information for target customers;

基于大型语言模型对目标客户的实时标签信息和历史标签信息进行信息融合,生成目标客户的标签信息。Based on a large language model, the real-time label information and historical label information of the target customer are fused to generate the label information of the target customer.

具体地,沟通记录可以是与目标客户在最近一段时间的聊天记录等。根据大型语言模型对沟通记录进行标签挖掘,生成目标客户的实时标签信息。实时标签信息可以用于表示目标客户在最近一段时间的产品偏好、消费习惯、购买意向等方面的信息。Specifically, the communication records can be chat records with target customers in the recent period of time, etc. The communication records are mined by tags based on the large language model to generate real-time tag information of the target customers. The real-time tag information can be used to represent the product preferences, consumption habits, purchase intentions, etc. of the target customers in the recent period of time.

此外,在营销系统或者业务系统中,还可以保存目标客户的历史标签信息。历史标签信息可以包括根据目标客户的基本信息生成的固有标签信息,也可以包括目标客户在过去时间段的标签信息。In addition, in the marketing system or business system, historical tag information of the target customer can also be saved. The historical tag information can include inherent tag information generated according to the basic information of the target customer, and can also include tag information of the target customer in the past time period.

通过大型语言模型对目标客户的实时标签信息和历史标签信息进行信息融合,可以理解实时标签信息和历史标签信息中的深层语义和内在关联,从而生成能够综合体现客户需求的标签信息。By fusing the real-time tag information and historical tag information of target customers through a large language model, we can understand the deep semantics and intrinsic connections in the real-time tag information and historical tag information, thereby generating tag information that can comprehensively reflect customer needs.

本发明实施例提供的营销策略智能生成方法,通过大型语言模型对目标客户的实时标签信息和历史标签信息进行信息融合,生成目标客户的标签信息,可以精准地定位客户的需求,提高了营销效率,也提高了客户体验。The intelligent generation method of marketing strategies provided in the embodiment of the present invention generates label information of target customers by fusing real-time label information and historical label information of target customers through a large language model, which can accurately locate customer needs, improve marketing efficiency, and improve customer experience.

在一些实施例中,基于大型语言模型对目标客户的实时标签信息和历史标签信息进行信息融合,生成目标客户的标签信息之后,方法还包括:In some embodiments, after the real-time tag information and historical tag information of the target customer are fused based on the large language model to generate the tag information of the target customer, the method further includes:

基于目标客户的标签信息,生成目标客户的客户画像;Generate customer profiles of target customers based on their label information;

基于大型语言模型对客户画像进行分析,生成目标客户的客户分析结果;客户分析结果包括目标客户的产品偏好分析结果和购买意向分析结果中的至少一种。The customer portrait is analyzed based on a large language model to generate customer analysis results for target customers; the customer analysis results include at least one of product preference analysis results and purchase intention analysis results for target customers.

具体地,对客户进行画像通常指的是根据客户的行为、偏好和数据,利用机器学习和自然语言处理技术来构建客户的信息和特征模型。这种方法可以帮助理解客户的兴趣、行为模式和个性特征,从而为个性化推荐、市场营销以及客户体验优化提供支持。Specifically, customer profiling usually refers to building customer information and feature models based on customer behavior, preferences, and data using machine learning and natural language processing technologies. This approach can help understand customer interests, behavior patterns, and personality traits, thereby providing support for personalized recommendations, marketing, and customer experience optimization.

可以利用大型语言模型或者其他算法模型对目标客户的标签信息进行处理,生成目标客户的客户画像。客户画像可以反映客户的消费兴趣、消费行为模式和个性特征等。Large language models or other algorithm models can be used to process the target customer's label information to generate a customer profile of the target customer. The customer profile can reflect the customer's consumption interests, consumption behavior patterns, and personality characteristics.

利用大型语言模型对客户画像进行分析,实现对标签信息的深层挖掘,提取更有效的信息,生成目标客户的客户分析结果。客户分析结果包括目标客户的产品偏好分析结果和购买意向分析结果中的至少一种。产品偏好分析结果用于表示客户对于各类产品的偏好程度等信息。购买意向分析结果用于表示客户对于各类产品的购买可能性等信息。Use a large language model to analyze customer portraits, achieve deep mining of label information, extract more effective information, and generate customer analysis results for target customers. Customer analysis results include at least one of the target customers' product preference analysis results and purchase intention analysis results. Product preference analysis results are used to indicate information such as the degree of customer preference for various products. Purchase intention analysis results are used to indicate information such as the possibility of customers purchasing various products.

客户分析结果可以展示在营销系统或者业务系统中,用于对客户经理进行提示,便于客户经理通过客户分析结果就可以快速深入地了解客户。The customer analysis results can be displayed in the marketing system or business system to provide prompts to account managers, so that account managers can quickly and deeply understand the customers through the customer analysis results.

本发明实施例提供的营销策略智能生成方法,利用大型语言模型对客户画像进行分析,生成目标客户的客户分析结果,使得客户经理无需依赖业务经验,就可以了解客户,提高了营销效率,也提高了客户体验。The intelligent generation method of marketing strategies provided by the embodiment of the present invention uses a large language model to analyze customer portraits and generate customer analysis results of target customers, so that account managers can understand customers without relying on business experience, thereby improving marketing efficiency and customer experience.

在一些实施例中,基于大型语言模型对目标客户的实时标签信息和历史标签信息进行信息融合,生成目标客户的标签信息之后,方法还包括:In some embodiments, after the real-time tag information and historical tag information of the target customer are fused based on the large language model to generate the tag information of the target customer, the method further includes:

基于目标客户的标签信息,生成目标客户的营销时机画像;Generate marketing opportunity profiles of target customers based on their tag information;

基于大型语言模型对营销时机画像进行分析,生成目标客户对应的营销时机推荐信息。Analyze marketing opportunity portraits based on large-scale language models and generate marketing opportunity recommendation information corresponding to target customers.

具体地,营销时机是指在特定的时间点或者条件下,最有利于进行营销活动以获取最佳效果的时机。Specifically, marketing timing refers to the time at a specific point in time or under certain conditions that is most conducive to conducting marketing activities to achieve the best results.

可以利用大型语言模型或者其他算法模型对目标客户的标签信息进行处理,生成目标客户的营销时机画像。营销时机画像可以表示客户可能具有购买产品的需求的时间段分布等信息。Large language models or other algorithm models can be used to process target customers' label information to generate marketing opportunity profiles for target customers. Marketing opportunity profiles can indicate information such as the distribution of time periods when customers may have the need to purchase products.

利用大型语言模型对营销时机画像进行分析,实现对标签信息的深层挖掘,提取更有效的信息,生成目标客户对应的营销时机推荐信息。营销时机推荐信息可以用于表示根据客户的购买习惯、季节性需求变化、偏好变化等信息得到的向目标客户进行营销的推荐时机。Use large language models to analyze marketing opportunity profiles, achieve deep mining of tag information, extract more effective information, and generate marketing opportunity recommendation information corresponding to target customers. Marketing opportunity recommendation information can be used to indicate the recommended marketing opportunities for target customers based on information such as customer purchasing habits, seasonal demand changes, and preference changes.

本发明实施例提供的营销策略智能生成方法,利用大型语言模型对营销时机画像进行分析,生成目标客户对应的营销时机推荐信息,使得客户经理可以选择最佳的时机对客户进行营销,提高了营销效率。The intelligent generation method of marketing strategies provided by the embodiment of the present invention uses a large language model to analyze the marketing opportunity portrait and generates marketing opportunity recommendation information corresponding to the target customers, so that the account manager can choose the best time to market to the customer, thereby improving marketing efficiency.

在一些实施例中,基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息之后,方法还包括:In some embodiments, after performing label mining on product information based on a large language model to generate label information of the product to be recommended, the method further includes:

基于大型语言模型将产品信息与待推荐产品对应的关联产品的产品信息进行信息对比,生成待推荐产品的产品对比信息。Based on a large language model, the product information is compared with the product information of the related products corresponding to the product to be recommended, and product comparison information of the product to be recommended is generated.

具体地,待推荐产品对应的关联产品可以是与待推荐产品构成竞争关系的产品。Specifically, the associated product corresponding to the product to be recommended may be a product that is in competition with the product to be recommended.

可以将待推荐产品的产品信息与待推荐产品对应的关联产品的产品信息输入大型语言模型,使得大型语言模型可以从多个不同维度对不同产品的产品信息进行对比,生成待推荐产品的产品对比信息。The product information of the product to be recommended and the product information of the associated products corresponding to the product to be recommended can be input into the large language model, so that the large language model can compare the product information of different products from multiple different dimensions to generate product comparison information of the product to be recommended.

此外,大型语言模型还可以根据此前输入的目标客户的标签信息和多轮对话信息,精准抓取客户对于产品对比的意图和需要对比的产品名称,提炼和展示不同产品的相同信息和差异信息,生成更加贴合客户需求的产品对比信息。In addition, the large-scale language model can also accurately capture the customer's intention for product comparison and the names of the products that need to be compared based on the previously input target customer's label information and multi-round conversation information, refine and display the same information and difference information of different products, and generate product comparison information that is more in line with customer needs.

本发明实施例提供的营销策略智能生成方法,利用大型语言模型将产品信息与待推荐产品对应的关联产品的产品信息进行信息对比,生成待推荐产品的产品对比信息,使得客户经理可以更加精准地向客户推荐适合的产品,提高了营销效率。The intelligent marketing strategy generation method provided by the embodiment of the present invention uses a large language model to compare product information with product information of related products corresponding to the product to be recommended, and generates product comparison information of the product to be recommended, so that customer managers can recommend suitable products to customers more accurately, thereby improving marketing efficiency.

在一些实施例中,基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略,包括:In some embodiments, information fusion is performed on the tag information of the target customer and the tag information of the product to be recommended based on the large language model to generate a marketing strategy for recommending the product to be recommended to the target customer, including:

将目标客户的标签信息和待推荐产品的标签信息进行匹配,得到目标客户与待推荐产品的匹配程度信息;Match the target customer's label information with the label information of the product to be recommended to obtain the matching degree information between the target customer and the product to be recommended;

基于大型语言模型对匹配程度信息、目标客户的客户分析结果和目标客户对应的营销时机推荐信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略。Based on a large language model, the matching degree information, the customer analysis results of the target customers and the marketing opportunity recommendation information corresponding to the target customers are integrated to generate a marketing strategy to recommend the products to be recommended to the target customers.

具体地,可以采用大型语言模型或者其他算法模型对目标客户的标签信息和待推荐产品的标签信息进行匹配,得到目标客户与待推荐产品的匹配程度信息。匹配程度信息用于衡量待推荐产品满足客户需求的匹配程度,可以采用匹配得分进行表示。匹配得分越高,待推荐产品越适合向目标客户进行推荐;匹配得分越低,待推荐产品越不适合向目标客户进行推荐。Specifically, a large language model or other algorithm model can be used to match the target customer's label information with the label information of the product to be recommended, and obtain the matching degree information between the target customer and the product to be recommended. The matching degree information is used to measure the matching degree of the product to be recommended to meet the customer's needs, and can be represented by a matching score. The higher the matching score, the more suitable the product to be recommended is for recommendation to the target customer; the lower the matching score, the less suitable the product to be recommended is for recommendation to the target customer.

将匹配程度信息、目标客户的客户分析结果和目标客户对应的营销时机推荐信息输入大型语言模型,由大型语言模型对匹配程度信息、客户分析结果和营销时机推荐信息等进行理解和挖掘,从而生成更有效的营销策略。The matching degree information, customer analysis results of target customers and marketing opportunity recommendation information corresponding to target customers are input into a large language model, which will understand and mine the matching degree information, customer analysis results and marketing opportunity recommendation information to generate more effective marketing strategies.

本发明实施例提供的营销策略智能生成方法,利用大型语言模型对匹配程度信息、目标客户的客户分析结果和目标客户对应的营销时机推荐信息进行信息融合,生成更有效和更精准的营销策略,提高了营销效率。The marketing strategy intelligent generation method provided by the embodiment of the present invention utilizes a large language model to fuse matching degree information, customer analysis results of target customers, and marketing opportunity recommendation information corresponding to the target customers, thereby generating more effective and accurate marketing strategies and improving marketing efficiency.

在一些实施例中,该方法还包括:In some embodiments, the method further comprises:

构建包含待推荐产品的产品信息的产品知识库;Build a product knowledge base containing product information of products to be recommended;

基于大型语言模型对产品知识库进行信息抽取,生成产品知识库对应的产品信息库;Extract information from the product knowledge base based on a large language model to generate a product information base corresponding to the product knowledge base;

基于大型语言模型和产品信息库,生成产品知识问题对应的产品知识答案。Generate product knowledge answers corresponding to product knowledge questions based on large language models and product information databases.

具体地,可以收集包含待推荐产品在内的多个产品的产品信息,构建产品知识库。利用大型语言模型对产品知识库进行信息抽取,生成产品知识库对应的产品信息库。Specifically, product information of multiple products including the product to be recommended can be collected to build a product knowledge base, and a large language model is used to extract information from the product knowledge base to generate a product information base corresponding to the product knowledge base.

产品知识库包含了各类数据,大多为非结构化数据,而产品信息库经过大型语言模型进行信息抽取后,得到了结构化数据,便于计算机进行处理。The product knowledge base contains various types of data, most of which are unstructured data. The product information database obtains structured data after information extraction through a large language model, which is convenient for computer processing.

可以将产品信息库接入大型语言模型,得到产品问答系统。客户经理可以在大型语言模型中输入产品知识问题,大型语言模型经过问题理解和答案提取后,输出产品知识答案。The product information database can be connected to a large language model to obtain a product question-answering system. Account managers can input product knowledge questions into the large language model, which will output product knowledge answers after understanding the questions and extracting the answers.

本发明实施例提供的营销策略智能生成方法,可以通过大型语言模型和产品信息库,生成产品知识问题对应的产品知识答案,便于客户经理通过知识问答快速了解产品信息,提高了营销效率。The marketing strategy intelligent generation method provided by the embodiment of the present invention can generate product knowledge answers corresponding to product knowledge questions through a large language model and a product information database, so that customer managers can quickly understand product information through knowledge questions and answers, thereby improving marketing efficiency.

图2是本发明提供的营销策略智能生成方法的流程示意图之二,如图2所示,该方法可以适用于银行系统,以客户数据为切入点,整合即时沟通软件和应用程序(APP)等非结构化聊天数据,通过语音转文本、OCR等算法技术将其转化为文本数据导入到大型语言模型中,大型语言模型会根据对话内容进行实时标签挖掘,将挖掘到的标签保存在标签库中,结合银行系统固有的客户标签生成客户的基本画像和营销时机画像,分别用于大型语言模型中客户分析展示和营销实际推荐上。Figure 2 is the second flow chart of the intelligent generation method of marketing strategies provided by the present invention. As shown in Figure 2, the method can be applied to banking systems, taking customer data as the entry point, integrating unstructured chat data such as instant messaging software and applications (APP), and converting it into text data through speech-to-text, OCR and other algorithm technologies, and importing it into a large language model. The large language model will perform real-time tag mining based on the content of the conversation, save the mined tags in a tag library, and generate basic customer portraits and marketing opportunity portraits in combination with the inherent customer tags of the banking system, which are used for customer analysis and display and actual marketing recommendations in the large language model respectively.

其中大模型还需要将产品信息进行标签抽取,建立产品信息库。再通过产品推荐系统将客户标签库和产品信息库相结合,进行精准的产品推荐和购买率的计算。The large model also needs to extract labels from product information and establish a product information database. Then, the product recommendation system combines the customer label database with the product information database to make accurate product recommendations and calculate purchase rates.

产品信息库和其他私有知识进行银行本地化部署,实现本地银行数据的知识问答功能。The product information database and other private knowledge are deployed locally in the bank to realize the knowledge question and answer function of local bank data.

本发明实施例提供的方法将客户、产品、银行信息结合,使得客户经理快速了解客户,结合大模型的推荐方案制定最合理的营销方案。The method provided by the embodiment of the present invention combines customer, product and bank information, so that the account manager can quickly understand the customer and formulate the most reasonable marketing plan in combination with the recommendation plan of the big model.

下面对本发明提供的装置进行描述,下文描述的装置与上文描述的方法可相互对应参照。The device provided by the present invention is described below. The device described below and the method described above can be referenced to each other.

图3是本发明提供的营销策略智能生成装置的结构示意图,如图3所示,该装置包括:FIG3 is a schematic diagram of the structure of a marketing strategy intelligent generation device provided by the present invention. As shown in FIG3 , the device includes:

信息获取模块310,用于获取目标客户的沟通记录,以及待推荐产品的产品信息;The information acquisition module 310 is used to acquire the communication records of the target customers and the product information of the products to be recommended;

客户标签挖掘模块320,用于基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息;A customer tag mining module 320 is used to perform tag mining on communication records based on a large language model to generate tag information of target customers;

产品标签挖掘模块330,用于基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息;A product label mining module 330, for performing label mining on product information based on a large language model to generate label information of products to be recommended;

策略生成模块340,用于基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略。The strategy generation module 340 is used to fuse the label information of the target customer and the label information of the product to be recommended based on the large language model, and generate a marketing strategy for recommending the product to be recommended to the target customer.

本发明实施例提供的营销策略智能生成装置,获取目标客户的沟通记录,以及待推荐产品的产品信息;基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息;基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息;基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略;一方面通过大型语言模型对目标客户的沟通记录和待推荐产品的产品信息进行了标签挖掘,另一方面对挖掘得到的标签信息进行了信息融合,利用了大型语言模型的强大计算能力和对复杂特征的学习能力,可以更好地理解和利用数据,更有效地从数据中提取有用信息,不仅提高了沟通记录和产品信息等数据挖掘的准确性,还处理了大规模的海量数据,最后自动生成高质量的营销策略,可以精准地定位不同客户的客户需求,推荐更加满足客户需求的产品,提高了营销效率,也提高了客户体验。The intelligent generation device of marketing strategies provided by the embodiment of the present invention obtains the communication records of target customers and the product information of the products to be recommended; performs label mining on the communication records based on a large language model to generate the label information of the target customers; performs label mining on the product information based on the large language model to generate the label information of the products to be recommended; performs information fusion on the label information of the target customers and the label information of the products to be recommended based on the large language model to generate a marketing strategy for recommending the products to be recommended to the target customers; on the one hand, the communication records of the target customers and the product information of the products to be recommended are subjected to label mining through the large language model, and on the other hand, the information fusion is performed on the label information obtained by mining, and the powerful computing power and learning ability of the large language model for complex features are utilized, so that the data can be better understood and utilized, and useful information can be more effectively extracted from the data, which not only improves the accuracy of data mining such as communication records and product information, but also processes large-scale massive data, and finally automatically generates high-quality marketing strategies, which can accurately locate the customer needs of different customers, recommend products that better meet customer needs, improve marketing efficiency, and improve customer experience.

在一些实施例中,客户标签挖掘模块用于:In some embodiments, the customer tag mining module is used to:

基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的实时标签信息;Conduct tag mining on communication records based on large language models to generate real-time tag information for target customers;

基于大型语言模型对目标客户的实时标签信息和历史标签信息进行信息融合,生成目标客户的标签信息。Based on a large language model, the real-time label information and historical label information of the target customer are fused to generate the label information of the target customer.

在一些实施例中,该装置还包括:In some embodiments, the apparatus further comprises:

画像分析模块,用于基于目标客户的标签信息,生成目标客户的客户画像;The portrait analysis module is used to generate customer portraits of target customers based on their label information;

基于大型语言模型对客户画像进行分析,生成目标客户的客户分析结果;客户分析结果包括目标客户的产品偏好分析结果和购买意向分析结果中的至少一种。The customer portrait is analyzed based on a large language model to generate customer analysis results for target customers; the customer analysis results include at least one of the product preference analysis results and the purchase intention analysis results of the target customers.

在一些实施例中,画像分析模块还用于:In some embodiments, the portrait analysis module is further used to:

基于目标客户的标签信息,生成目标客户的营销时机画像;Generate marketing opportunity profiles of target customers based on their tag information;

基于大型语言模型对营销时机画像进行分析,生成目标客户对应的营销时机推荐信息。Analyze marketing opportunity portraits based on large-scale language models and generate marketing opportunity recommendation information corresponding to target customers.

在一些实施例中,该装置还包括:In some embodiments, the apparatus further comprises:

产品对比模块,用于基于大型语言模型将产品信息与待推荐产品对应的关联产品的产品信息进行信息对比,生成待推荐产品的产品对比信息。The product comparison module is used to compare product information with product information of related products corresponding to the product to be recommended based on a large language model to generate product comparison information of the product to be recommended.

在一些实施例中,策略生成模块用于:In some embodiments, the policy generation module is used to:

将目标客户的标签信息和待推荐产品的标签信息进行匹配,得到目标客户与待推荐产品的匹配程度信息;Match the target customer's label information with the label information of the product to be recommended to obtain the matching degree information between the target customer and the product to be recommended;

基于大型语言模型对匹配程度信息、目标客户的客户分析结果和目标客户对应的营销时机推荐信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略。Based on a large language model, the matching degree information, the customer analysis results of the target customers and the marketing opportunity recommendation information corresponding to the target customers are integrated to generate a marketing strategy to recommend the products to be recommended to the target customers.

在一些实施例中,该装置还包括:In some embodiments, the apparatus further comprises:

知识问答模块,用于构建包含待推荐产品的产品信息的产品知识库;A knowledge question and answer module is used to build a product knowledge base containing product information of the products to be recommended;

基于大型语言模型对产品知识库进行信息抽取,生成产品知识库对应的产品信息库;Extract information from the product knowledge base based on a large language model to generate a product information base corresponding to the product knowledge base;

基于大型语言模型和产品信息库,生成产品知识问题对应的产品知识答案。Generate product knowledge answers corresponding to product knowledge questions based on large language models and product information databases.

下面以与银行系统连接的营销系统为例,对本发明提供的营销策略智能生成方法进行说明。The following uses a marketing system connected to a banking system as an example to illustrate the marketing strategy intelligent generation method provided by the present invention.

图4是本发明提供的营销系统的整体架构示意图,如图4所示,营销系统与即时沟通软件、产品推荐系统、产品知识数据库和大型语言模型连接,提供营销策略智能生成服务。FIG4 is a schematic diagram of the overall architecture of the marketing system provided by the present invention. As shown in FIG4 , the marketing system is connected with instant communication software, a product recommendation system, a product knowledge database and a large language model to provide marketing strategy intelligent generation services.

即时沟通软件用于提供与客户进行沟通的录音文件、实时文本以及通话属性等信息。Instant messaging software is used to provide information such as recording files, real-time text, and call attributes of communications with customers.

产品推荐系统用于根据大型语言模型提供的标签信息进行匹配。The product recommendation system is used to match based on label information provided by large language models.

银行外部数据主要为客户的基础标签、交易记录和沟通记录等数据。The bank's external data mainly includes customers' basic labels, transaction records, communication records and other data.

产品知识数据库提供行方产品知识相关的服务,包括知识导入、知识检索和文档检索等。The product knowledge database provides services related to the bank's product knowledge, including knowledge import, knowledge retrieval and document retrieval.

大型语言模型可以用于执行摘要生成、待办生成、意图识别、要素抽取、多轮对话、交互优化和产品信息抽取等功能。Large language models can be used to perform summary generation, to-do generation, intent recognition, feature extraction, multi-round dialogue, interaction optimization, and product information extraction.

营销策略智能生成服务可以包括客户画像、话术推荐、客户分析、标签挖掘、摘要总结、待办事项、产品咨询、产品对比和产品推荐等。Marketing strategy intelligent generation services can include customer profiling, speech recommendations, customer analysis, tag mining, summary, to-do list, product consultation, product comparison and product recommendations, etc.

其中,标签挖掘是指通过对多维度非结构化数据的整合,利用大模型的生成式信息抽取能力,提高对非结构化数据的理解力,使得标签抽取的更精准、更丰富。Among them, label mining refers to improving the understanding of unstructured data by integrating multi-dimensional unstructured data and utilizing the generative information extraction capabilities of large models, making label extraction more accurate and richer.

客户分析是指根据银行系统里客户的交易数据、行为数据和相关沟通记录等信息,结合大模型挖掘的客户标签及客户分层分群,通过大模型的分析总结能力,输出客户购买倾向的产品类别。Customer analysis refers to the process of outputting the product categories that customers tend to purchase based on the customer's transaction data, behavioral data, and related communication records in the banking system, combined with customer tags and customer stratification and grouping mined by big models, through the analysis and summary capabilities of big models.

意向分析是指通过对客户多维度数据的整合和分析,利用规则匹配或大小模型结合的技术,丰富客户的画像,构建推荐模型,挖掘客户偏好的产品特征,构建客户意向度分析模型,分析客户的产品购买概率。Intention analysis refers to the integration and analysis of multi-dimensional customer data, using rule matching or a combination of large and small models to enrich customer portraits, build recommendation models, explore product features preferred by customers, build customer intention analysis models, and analyze customer product purchase probabilities.

产品比对是指基于对多轮对话数据的理解,利用大模型的文本理解和文本生成能力,精准抓取客户对于产品对比的意图和需要对比的产品名称,从知识库中检索产品信息,由大模型将对比结果进行总结提炼和展示。Product comparison refers to the use of the text understanding and text generation capabilities of the big model based on the understanding of multi-round conversation data to accurately capture the customer's intention for product comparison and the names of the products that need to be compared, retrieve product information from the knowledge base, and use the big model to summarize, refine and display the comparison results.

待办事项是指利用过往跟客户沟通记录,以及挖掘出的标签数据,构建客户的时间画像,预测客户的空闲时间,使用大模型技术进行营销时间推荐,帮助客户经理提升客户联系成功的概率。利用大模型的生成能力,生成提醒文案,当多个提醒重叠时,使用不同的提示词(prompt)模板对大模型进行指令下发,如当生日临近和产品到期同时进行提醒的时候,大模型可以先进行生日问候,再使用平滑过度的语气转到到期提醒。To-do items refer to using past communication records with customers and mined tag data to build customer time profiles, predict customer free time, and use big model technology to recommend marketing time to help account managers increase the probability of successful customer contact. Use the generation capabilities of big models to generate reminder texts. When multiple reminders overlap, use different prompt templates to issue instructions to the big model. For example, when a birthday is approaching and a product is due to expire, the big model can first send birthday greetings and then use a smooth transition tone to switch to the expiration reminder.

话术推荐是指识别客户痛点、产品比对需求、情绪安抚、服务穿插需求,提供适应的话术,实现关联产品营销。Speech recommendation refers to identifying customer pain points, product comparison needs, emotional soothing, and service interspersion needs, providing appropriate speech, and realizing related product marketing.

产品咨询是指激活传统企业知识应用能力,实现知识问答交互升级,传统知识即传即用、即问即答,全链路提升知识问答应用的智能化体验。Product consultation refers to activating the traditional enterprise knowledge application capabilities and realizing the interactive upgrade of knowledge question and answer. Traditional knowledge can be transmitted and used immediately, and questions can be answered immediately, thus improving the intelligent experience of knowledge question and answer application throughout the entire chain.

图5是本发明提供的营销系统的组件逻辑架构示意图,如图5所示,可以通过构架不同的组件层,在不同的组件层中设置不同的组件来实施本发明提供的营销策略智能生成方法。FIG5 is a schematic diagram of the component logic architecture of the marketing system provided by the present invention. As shown in FIG5 , the marketing strategy intelligent generation method provided by the present invention can be implemented by constructing different component layers and setting different components in different component layers.

营销系统可以包括接入层、应用层、核心能力层、数据层和基础层。The marketing system can include access layer, application layer, core capability layer, data layer and basic layer.

接入层可以集成在银行系统的客户关系管理系统(Customer RelationshipManagement,CRM)中,也可以集成在银行系统的即时沟通软件或者客户端中。接入层主要用于向客户经理提供操作界面。The access layer can be integrated into the customer relationship management system (CRM) of the banking system, or into the instant communication software or client of the banking system. The access layer is mainly used to provide an operation interface for the account manager.

应用层可以采用前后端分离技术架构设计,前端提供功能服务,后端通过调用核心能力层中的模块来实现功能。The application layer can adopt a front-end and back-end separation technical architecture design, where the front-end provides functional services and the back-end implements functions by calling modules in the core capability layer.

核心能力层可以包括呼叫模块、知识库模块、推荐引擎模块、语音识别模块、图片识别模块和大型语言模型。The core capability layer may include a call module, a knowledge base module, a recommendation engine module, a speech recognition module, an image recognition module, and a large language model.

数据层可以存储客户基础数据、客户行为数据、客户交易数据、标签分析数据和产品知识数据等。The data layer can store customer basic data, customer behavior data, customer transaction data, label analysis data, product knowledge data, etc.

基础层可以提供硬件和软件支持,包括服务器、存储器、负载均衡器、操作系统、网络和备份软件等。The basic layer can provide hardware and software support, including servers, storage, load balancers, operating systems, networks, and backup software.

图6是本发明提供的电子设备的结构示意图,如图6所示,该电子设备可以包括:处理器(Processor)610、通信接口(Communications Interface)620、存储器(Memory)630和通信总线(Communications Bus)640,其中,处理器610,通信接口620,存储器630通过通信总线640完成相互间的通信。处理器610可以调用存储器630中的逻辑命令,以执行上述实施例中所述的方法,例如:FIG6 is a schematic diagram of the structure of an electronic device provided by the present invention. As shown in FIG6 , the electronic device may include: a processor (Processor) 610, a communication interface (Communications Interface) 620, a memory (Memory) 630 and a communication bus (Communications Bus) 640, wherein the processor 610, the communication interface 620, and the memory 630 communicate with each other through the communication bus 640. The processor 610 may call the logic command in the memory 630 to execute the method described in the above embodiment, for example:

获取目标客户的沟通记录,以及待推荐产品的产品信息;基于大型语言模型对沟通记录进行标签挖掘,生成目标客户的标签信息;基于大型语言模型对产品信息进行标签挖掘,生成待推荐产品的标签信息;基于大型语言模型对目标客户的标签信息和待推荐产品的标签信息进行信息融合,生成向目标客户推荐待推荐产品的营销策略。Obtain the communication records of target customers and product information of the products to be recommended; perform label mining on the communication records based on a large language model to generate label information of the target customers; perform label mining on the product information based on a large language model to generate label information of the products to be recommended; perform information fusion on the label information of the target customers and the label information of the products to be recommended based on a large language model to generate a marketing strategy for recommending the products to be recommended to the target customers.

此外,上述的存储器中的逻辑命令可以通过软件功能单元的形式实现并作为独立的产品销售或使用时,可以存储在一个计算机可读取存储介质中。基于这样的理解,本发明的技术方案本质上或者说对现有技术做出贡献的部分或者该技术方案的部分可以以软件产品的形式体现出来,该计算机软件产品存储在一个存储介质中,包括若干命令用以使得一台计算机设备(可以是个人计算机,服务器,或者网络设备等)执行本发明各个实施例所述方法的全部或部分步骤。而前述的存储介质包括:U盘、移动硬盘、只读存储器(ROM,Read-Only Memory)、随机存取存储器(RAM,Random Access Memory)、磁碟或者光盘等各种可以存储程序代码的介质。In addition, the logic commands in the above-mentioned memory can be implemented in the form of software functional units and can be stored in a computer-readable storage medium when sold or used as an independent product. Based on such an understanding, the technical solution of the present invention can be essentially or partly embodied in the form of a software product that contributes to the prior art. The computer software product is stored in a storage medium and includes several commands to enable a computer device (which can be a personal computer, a server, or a network device, etc.) to perform all or part of the steps of the method described in each embodiment of the present invention. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), disk or optical disk and other media that can store program codes.

本发明实施例提供的电子设备中的处理器可以调用存储器中的逻辑指令,实现上述方法,其具体的实施方式与前述方法实施方式一致,且可以达到相同的有益效果,此处不再赘述。The processor in the electronic device provided in the embodiment of the present invention can call the logic instructions in the memory to implement the above method. Its specific implementation method is consistent with the implementation method of the aforementioned method and can achieve the same beneficial effects, which will not be repeated here.

本发明实施例还提供一种计算机可读的存储介质,其上存储有计算机程序,该计算机程序被处理器执行时实现以执行上述各实施例提供的方法。An embodiment of the present invention further provides a computer-readable storage medium on which a computer program is stored. When the computer program is executed by a processor, the method provided in the above embodiments is implemented.

其具体的实施方式与前述方法实施方式一致,且可以达到相同的有益效果,此处不再赘述。Its specific implementation is consistent with the aforementioned method implementation and can achieve the same beneficial effects, so it will not be repeated here.

本发明实施例提供一种计算机程序产品,包括计算机程序,计算机程序被处理器执行时实现如上述方法。An embodiment of the present invention provides a computer program product, including a computer program, and when the computer program is executed by a processor, the above method is implemented.

以上所描述的装置实施例仅仅是示意性的,其中所述作为分离部件说明的单元可以是或者也可以不是物理上分开的,作为单元显示的部件可以是或者也可以不是物理单元,即可以位于一个地方,或者也可以分布到多个网络单元上。可以根据实际的需要选择其中的部分或者全部模块来实现本实施例方案的目的。本领域普通技术人员在不付出创造性的劳动的情况下,即可以理解并实施。The device embodiments described above are merely illustrative, wherein the units described as separate components may or may not be physically separated, and the components displayed as units may or may not be physical units, that is, they may be located in one place, or they may be distributed on multiple network units. Some or all of the modules may be selected according to actual needs to achieve the purpose of the scheme of this embodiment. Those of ordinary skill in the art may understand and implement it without creative work.

通过以上的实施方式的描述,本领域的技术人员可以清楚地了解到各实施方式可借助软件加必需的通用硬件平台的方式来实现,当然也可以通过硬件。基于这样的理解,上述技术方案本质上或者说对现有技术做出贡献的部分可以以软件产品的形式体现出来,该计算机软件产品可以存储在计算机可读存储介质中,如ROM/RAM、磁碟、光盘等,包括若干指令用以使得一台计算机设备(可以是个人计算机,服务器,或者网络设备等)执行各个实施例或者实施例的某些部分所述的方法。Through the description of the above implementation methods, those skilled in the art can clearly understand that each implementation method can be implemented by means of software plus a necessary general hardware platform, and of course, it can also be implemented by hardware. Based on this understanding, the above technical solution is essentially or the part that contributes to the prior art can be embodied in the form of a software product, and the computer software product can be stored in a computer-readable storage medium, such as ROM/RAM, a disk, an optical disk, etc., including a number of instructions for a computer device (which can be a personal computer, a server, or a network device, etc.) to execute the methods described in each embodiment or some parts of the embodiments.

最后应说明的是:以上实施例仅用以说明本发明的技术方案,而非对其限制;尽管参照前述实施例对本发明进行了详细的说明,本领域的普通技术人员应当理解:其依然可以对前述各实施例所记载的技术方案进行修改,或者对其中部分技术特征进行等同替换;而这些修改或者替换,并不使相应技术方案的本质脱离本发明各实施例技术方案的精神和范围。Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention, rather than to limit it. Although the present invention has been described in detail with reference to the aforementioned embodiments, those skilled in the art should understand that they can still modify the technical solutions described in the aforementioned embodiments, or make equivalent replacements for some of the technical features therein. However, these modifications or replacements do not deviate the essence of the corresponding technical solutions from the spirit and scope of the technical solutions of the embodiments of the present invention.

Claims (10)

1.一种营销策略智能生成方法,其特征在于,包括:1. A marketing strategy intelligent generation method, characterized by comprising: 获取目标客户的沟通记录,以及待推荐产品的产品信息;Obtain communication records with target customers and product information of products to be recommended; 基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息;Performing label mining on the communication records based on a large language model to generate label information of the target customer; 基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息;Performing label mining on the product information based on a large language model to generate label information of the product to be recommended; 基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。Based on a large language model, information fusion is performed on the label information of the target customer and the label information of the product to be recommended, so as to generate a marketing strategy for recommending the product to be recommended to the target customer. 2.根据权利要求1所述的营销策略智能生成方法,其特征在于,所述基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息,包括:2. The method for intelligently generating marketing strategies according to claim 1, wherein the step of performing tag mining on the communication records based on a large language model to generate tag information of the target customers comprises: 基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的实时标签信息;Performing tag mining on the communication records based on a large language model to generate real-time tag information of the target customer; 基于大型语言模型对所述目标客户的实时标签信息和历史标签信息进行信息融合,生成所述目标客户的标签信息。The real-time label information and historical label information of the target customer are fused based on a large language model to generate label information of the target customer. 3.根据权利要求2所述的营销策略智能生成方法,其特征在于,所述基于大型语言模型对所述目标客户的实时标签信息和历史标签信息进行信息融合,生成所述目标客户的标签信息之后,所述方法还包括:3. The method for intelligently generating marketing strategies according to claim 2, characterized in that after the real-time tag information and historical tag information of the target customer are fused based on a large language model to generate the tag information of the target customer, the method further comprises: 基于所述目标客户的标签信息,生成所述目标客户的客户画像;Based on the tag information of the target customer, generating a customer profile of the target customer; 基于大型语言模型对所述客户画像进行分析,生成所述目标客户的客户分析结果;所述客户分析结果包括所述目标客户的产品偏好分析结果和购买意向分析结果中的至少一种。The customer portrait is analyzed based on a large language model to generate a customer analysis result of the target customer; the customer analysis result includes at least one of a product preference analysis result and a purchase intention analysis result of the target customer. 4.根据权利要求2所述的营销策略智能生成方法,其特征在于,所述基于大型语言模型对所述目标客户的实时标签信息和历史标签信息进行信息融合,生成所述目标客户的标签信息之后,所述方法还包括:4. The method for intelligently generating marketing strategies according to claim 2, characterized in that after the real-time tag information and historical tag information of the target customer are fused based on a large language model to generate the tag information of the target customer, the method further comprises: 基于所述目标客户的标签信息,生成所述目标客户的营销时机画像;Based on the tag information of the target customer, generate a marketing opportunity portrait of the target customer; 基于大型语言模型对所述营销时机画像进行分析,生成所述目标客户对应的营销时机推荐信息。The marketing opportunity portrait is analyzed based on a large language model to generate marketing opportunity recommendation information corresponding to the target customer. 5.根据权利要求1所述的营销策略智能生成方法,其特征在于,所述基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息之后,所述方法还包括:5. The method for intelligently generating marketing strategies according to claim 1, characterized in that after performing label mining on the product information based on a large language model to generate label information of the product to be recommended, the method further comprises: 基于大型语言模型将所述产品信息与所述待推荐产品对应的关联产品的产品信息进行信息对比,生成所述待推荐产品的产品对比信息。Based on a large language model, the product information is compared with the product information of the associated products corresponding to the product to be recommended to generate product comparison information of the product to be recommended. 6.根据权利要求1所述的营销策略智能生成方法,其特征在于,所述基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略,包括:6. The method for intelligently generating a marketing strategy according to claim 1, characterized in that the step of fusing the label information of the target customer and the label information of the product to be recommended based on a large language model to generate a marketing strategy for recommending the product to be recommended to the target customer comprises: 将所述目标客户的标签信息和所述待推荐产品的标签信息进行匹配,得到所述目标客户与所述待推荐产品的匹配程度信息;Matching the label information of the target customer with the label information of the product to be recommended to obtain information on the degree of matching between the target customer and the product to be recommended; 基于大型语言模型对所述匹配程度信息、所述目标客户的客户分析结果和所述目标客户对应的营销时机推荐信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。Based on a large language model, the matching degree information, the customer analysis results of the target customers and the marketing opportunity recommendation information corresponding to the target customers are integrated to generate a marketing strategy for recommending the product to be recommended to the target customers. 7.根据权利要求1至6任一项所述的营销策略智能生成方法,其特征在于,所述方法还包括:7. The method for intelligently generating marketing strategies according to any one of claims 1 to 6, characterized in that the method further comprises: 构建包含所述待推荐产品的产品信息的产品知识库;Building a product knowledge base containing product information of the product to be recommended; 基于大型语言模型对所述产品知识库进行信息抽取,生成所述产品知识库对应的产品信息库;基于大型语言模型和所述产品信息库,生成产品知识问题对应的产品知识答案。Information is extracted from the product knowledge base based on a large language model to generate a product information base corresponding to the product knowledge base; and product knowledge answers corresponding to product knowledge questions are generated based on the large language model and the product information base. 8.一种营销策略智能生成装置,其特征在于,包括:8. A marketing strategy intelligent generation device, characterized by comprising: 信息获取模块,用于获取目标客户的沟通记录,以及待推荐产品的产品信息;The information acquisition module is used to obtain the communication records of target customers and the product information of the products to be recommended; 客户标签挖掘模块,用于基于大型语言模型对所述沟通记录进行标签挖掘,生成所述目标客户的标签信息;A customer tag mining module, used to perform tag mining on the communication records based on a large language model to generate tag information of the target customer; 产品标签挖掘模块,用于基于大型语言模型对所述产品信息进行标签挖掘,生成所述待推荐产品的标签信息;A product label mining module, used to perform label mining on the product information based on a large language model to generate label information of the product to be recommended; 策略生成模块,用于基于大型语言模型对所述目标客户的标签信息和所述待推荐产品的标签信息进行信息融合,生成向所述目标客户推荐所述待推荐产品的营销策略。The strategy generation module is used to fuse the label information of the target customer and the label information of the product to be recommended based on a large language model, and generate a marketing strategy for recommending the product to be recommended to the target customer. 9.一种电子设备,包括存储器、处理器及存储在所述存储器上并可在所述处理器上运行的计算机程序,其特征在于,所述处理器执行所述计算机程序时实现如权利要求1至7任一项所述的营销策略智能生成方法。9. An electronic device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the marketing strategy intelligent generation method as described in any one of claims 1 to 7 when executing the computer program. 10.一种非暂态计算机可读存储介质,其上存储有计算机程序,其特征在于,所述计算机程序被处理器执行时实现如权利要求1至7任一项所述的营销策略智能生成方法。10. A non-transitory computer-readable storage medium having a computer program stored thereon, wherein when the computer program is executed by a processor, the method for intelligently generating marketing strategies as described in any one of claims 1 to 7 is implemented.
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CN119168688A (en) * 2024-11-12 2024-12-20 杭州泛嘉科技有限公司 Data processing method and system based on customer intention analysis
CN119991168A (en) * 2024-12-31 2025-05-13 北京南天信息工程有限公司 Marketing strategy optimization method based on large language model analysis and evaluation drive
CN119671573A (en) * 2025-02-19 2025-03-21 杭州动势数字信息咨询有限公司 A method and system for intelligently generating sales visit content based on a large model

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