Case: A New-Energy Panels Business with 24/7 AI Replies, Data Reviews and Ongoing Workbench Updates
A new-energy panels seller uses a custom foreign-trade AI workbench for round-the-clock inquiry replies, regular data reviews and continuous updates. An anonymized case based only on confirmed facts.
Portia workbench functional demo (63 seconds)
Functional demo recording of the workbench (Chinese narration with English captions); customer names and amounts on screen are demo data, not the client's real backend or results.
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Read the full transcript
Portia, the AI workbench for foreign trade. One platform, from inquiry to order, end to end. The workbench home puts inquiries, to-dos and opportunity activity in one view. Open an opportunity to see its follow-up history, amount and stage. Generate English quotations in one click, with no manual formatting. The translation studio translates multiple languages automatically, in proper business wording. Customer follow-up is managed in one place, so no customer's activity is missed. Key accounts are followed up first, and opportunities never drop off. The data dashboard updates in real time: conversion rates and team performance at a glance. Opportunity details are always available, with a complete, traceable follow-up history. Talk to customers directly in the message center, with AI drafting replies for you. A new opportunity needs only the key fields; the system files it automatically. Customer, amount and stage are entered once, so nothing in follow-up is missed. From inquiry to deal, the whole process is managed online. Portia makes foreign trade simpler.
The short version
The client sells new-energy panels. We delivered a custom foreign-trade AI workbench that addresses three needs: inquiries answered around the clock by AI first responders, regular reviews of the sales data the system collects, and continuous updates to the workbench itself. This is an anonymized case and only states confirmed facts; this page includes the functional demo recording of the workbench (the cover is a still from it), and the customer names and amounts in it are demo data, not the client’s business results.
The problem
The client sells into the US market through Amazon, communicating mainly in English. Panel exports share three traits: time zones (US buyers write while the home team is asleep, so inquiries used to pile up until the next day), long follow-up chains (from first inquiry to order can take weeks, and memory plus spreadsheets leak deals), and after-sales issues such as negative reviews that need timely review and response. The client needed a system that catches every inquiry at any hour and turns the follow-up process into reviewable data.
What we built
The workbench follows the real foreign-trade workflow rather than bolting on a chatbot:
- 24/7 AI replies: conversations are gathered in one inbox; AI receives the buyer and drafts replies with automatic translation, staff confirm before sending, and sensitive points such as price and lead time stay human-approved.
- Opportunity and follow-up management: every inquiry becomes a tracked opportunity with amount, stage and follow-up history in one place; key accounts are prioritized, and new opportunities need only a few key fields before the system files them automatically.
- Quotation support: English quotations can be generated from the opportunity in one click, without repeated manual formatting.
- Data reviews: dashboards summarize pipeline progress, conversion and team performance, so reviews focus on where deals leak and which accounts deserve attention.
- Ongoing updates: delivery is not the end; features and reply wording keep being updated from review conclusions and user feedback.
After launch (client-confirmed, qualitative)
- Inquiries arriving at night or outside working hours no longer pile up until the next day; AI receives them the same day and staff pick up the thread.
- Data review became a routine: pipeline progress and leaking stages are visible on one dashboard.
- After-sales issues such as negative reviews now enter a review-and-handling process instead of lagging behind.
These are the client’s confirmed qualitative outcomes. No quantified figures are claimed; response times and conversion numbers will only be published from data both sides verify together.
Boundaries
- The client is anonymized; no client name or business data is published.
- Demo stills show how the workbench works; they are not screenshots of the client’s real backend.
Next step
If your team also loses nighttime inquiries, struggles with multilingual messages, or cannot see its follow-up process clearly, start with our inquiry workflow self-check, then talk to us on WeChat (h335327552) or WhatsApp about your process.
Maintained by Chenfeng AI. Contact us through WeChat or WhatsApp to discuss a specific workflow.