Taipan AI · 方法与架构说明Taipan AI · Method and Architecture

Taipan AI

给澳洲中小服务企业定制 AI Client Concierge：一套挂在客户自己品牌下的永远在线的前台、客户门户与智能后台。像 taipan 一样出手快，任何询价，秒级接住。

Custom AI client concierges for Australian small business: a branded, always-on front desk, client portal and smart back office, delivered in three weeks. Strikes before your competitors do.

创始人：Liang Jiang · Perth, WA · 2026 年 8 月  |  首个客户：Junlang Outdoor（Patio / Fencing / Gates）  |  对标：clockless.ai（美国） Founder: Liang Jiang · Perth, WA · August 2026  |  Founding client: Junlang Outdoor (Patios / Fencing / Gates)  |  Benchmark: clockless.ai (US)

01一句话定位The one-liner

澳洲的中小服务企业（trade、诊所、中介、事务所）每天在流失两样东西：没接住的询价，和没跟进的老客户。Taipan AI 用 2 到 3 周为每家企业定制交付一套三层系统，让 AI 做前台、做客服、做助理，老板只管干活和收钱。

Australian small service businesses (trades, clinics, agencies, professional firms) bleed two things every week: enquiries nobody answered in time, and clients nobody followed up. Taipan AI custom-builds and operates a three-layer AI system for each business, so the AI runs the front desk while the owner runs the business.

我们卖的不是软件订阅，是给你的生意配一个 AI 员工团队：一次性搭建费加月费托管。模型是租来的（Anthropic Claude），护城河是 harness，也就是针对每家企业业务流程定制的工具、记忆、规则和分工。

We don't sell a software subscription. We sell an AI staff team fitted to your business: a one-off build fee plus a monthly retainer. The model is rented (Anthropic Claude); the moat is the harness, meaning the tools, memory, rules and division of labour we custom-build around each client's operation.

02产品：三层系统Product: the three-layer system

三层不是三个产品，是一条流水线：Front Door 抓线索，HQ 转化成工单，Client Lounge 服务到收款好评。每一层都由同一套定制 harness（知识包加规则加工具）驱动。

Not three products but one pipeline: Front Door captures the lead, HQ converts it into a job, Client Lounge carries it through to payment and a five-star review. All three layers run on the same custom harness (knowledge pack plus rules plus tools).

03套餐与定价（AUD）Plans and pricing (AUD)

	Core	Plus	Premium
月费Monthly	A$399	A$699	A$999
一次性搭建费One-off build fee	A$2,000	A$3,000	A$5,000
三层系统Three-layer system	全部包含Included	全部包含Included	全部包含Included
AI 对话额度AI conversation allowance	500 次/月500 / mo	1,500 次/月1,500 / mo	4,000 次/月，含专属语气训练4,000 / mo plus custom voice and tone
自动化深度Automation depth	询价接待与晨报Lead intake and daily brief	增加报价跟进追单、缺件催收、评价邀请Adds quote follow-ups, document chasing, review invitations	增加 SMS/WhatsApp 多渠道，与现有 CRM 及记账软件对接Adds SMS/WhatsApp channels, CRM and accounting integrations
修改与支持Changes and support	每月 1 次调整1 change per month	每月 2 次，优先支持2 changes per month, priority support	不限次，季度业务复盘Unlimited, quarterly business review

• 交付周期：14 到 21 个工作日上线第一版。
• First version live in 14 to 21 business days.
• 年付按 10 个月计价（约 83 折）。月费含托管、域名 DNS 维护、AI 用量（封顶机制见第 07 节）、安全更新。
• Annual billing equals 10 months (about 17% off). The retainer covers hosting, DNS management, AI usage (capped by design, see section 07) and security updates.

04客户到底怎么使用这套系统How people actually use it

三种人接触这套系统，每种人的触点都设计成零学习成本，没有人需要看说明书。

Three kinds of people touch the system. Every touchpoint is designed for a zero learning curve; nobody reads a manual.

A. 终端消费者（例：想装围栏的 Perth 房主 Sarah）

A. The end customer (Sarah, a Perth homeowner who wants a fence)

• 即时估价向导（主入口）：首页主按钮写着 60 秒算个价。选类型，拉米数，传照片，屏幕上当场出现预估区间，顺手预约丈量。像计算器，不像聊天；纯前端计算，0 token。
• Instant-estimate wizard (the main entrance): the hero button reads "Instant estimate, 60 seconds". Pick a service, slide the metres, add photos, and an indicative price range appears on screen with site-visit slots to book on the spot. Feels like a calculator, not a chat, and is computed client-side at zero tokens.
• 低调问答框：页面中部一个 Got a question 输入框，一问一答给结论，不开多轮对话、没有机器人人设。答不准的问题自动转成回电任务，绝不瞎编。
• A one-shot question box: a quiet "Got a question?" field mid-page. One question, one straight answer, no thread, no bot persona. Anything the system isn't sure about becomes a call-back task instead of a made-up reply.
• 回电承诺：留个号码，今天回电。AI 只在后台做分诊准备（服务类型、郊区、单量预估），老板拨号前已拿到一行摘要。客户感受到的是真人服务而且特别懂我。
• A call-back promise: "leave your number, we'll ring you today." The AI works backstage, triaging and prepping a one-line brief (service, suburb, likely job size) so the owner dials fully informed. The customer experiences a human who is remarkably well prepared.
• 结构化询价表单与提醒：传统兜底路径；询价后 1 分钟内收到确认邮件，预约丈量前一天收到 SMS 提醒。
• Structured quote form and reminders: the traditional fallback path. Confirmation email within a minute of enquiring, and a reminder text the day before the site visit.
• 客户门户：签约后收到 magic link，点链接即登录，随时看进度条、合同、发票、施工照片，有问题直接在门户里问。
• Client portal: after signing she gets a magic link (tap equals logged in, no password) to track progress, contracts, invoices and site photos, and to ask questions any time.

B. 业主（Junlang 老板）

B. The owner (Junlang's boss)

• 每天早上 7:00 一条晨报（邮件或 WhatsApp）：昨晚新线索 3 条（AI 已起草回复）、今天 2 个丈量预约、王先生尾款逾期 5 天建议今天催。
• A 7:00am brief every day (email or WhatsApp): three new leads overnight with replies drafted, two site visits today, and Wang's invoice five days overdue with a reminder ready.
• 新线索即时推送：手机通知，点开 HQ，看 AI 草稿，改一个字或直接点发送。老板永远是最后一道审核，AI 不擅自对外承诺价格。
• Instant lead alerts: phone notification, open HQ, read the AI-drafted reply, edit a word or just tap Send. The owner is always the final gate; the AI never commits to a price on its own.
• 自然语言问后台：在 HQ 里直接打字问这个月还有谁没付钱、上周的询价都跟了吗，AI 从工单数据里答。
• Ask the business anything: type "who hasn't paid this month?" into HQ and get an answer from the live job data.
• 不改变现有习惯：老板不想用后台，可以纯邮件驱动，所有需要他拍板的事都变成一封回复 YES 即执行的邮件。
• No habit change required: owners who won't open a dashboard can run everything from email, where every decision arrives as a "reply YES to approve" message.

C. 我们（Taipan 运营方）

C. Us (Taipan operations)

• 远程维护每家客户的知识包（价目表、服务范围、常见问答、语气规范）。客户业务变了，发个消息给我们，当天更新。
• We maintain each client's knowledge pack remotely (price list, service area, FAQs, tone of voice). Business changed? Message us, updated the same day.
• 每月自动生成运营报告：接了多少询价、转化几单、AI 替你回了多少条消息、省了多少小时。这页报告就是续费理由。
• A monthly operations report: enquiries caught, jobs won, messages handled, hours saved. That one page is the renewal pitch.
• 用量与成本仪表盘，异常自动报警。
• Per-client usage and cost dashboards, with automatic alerts.

一条完整旅程（Junlang 场景演示）

One complete journey (the Junlang demo scenario)

05参考实现：Ozsky Engine 的 agent 组织架构Reference implementation: the Ozsky Engine agent org

Taipan AI 卖的 harness 长什么样，不用想象。我自己的持牌移民事务所 Ozsky International 已经在 2026 年 8 月投产运行同一套结构，代号 Ozsky Engine。它既是内部生产线，也是这套方法的样机。

What the Taipan harness actually looks like is not hypothetical. My own licensed migration practice, Ozsky International, has been running the same structure in production since August 2026 under the name Ozsky Engine. It is both the internal production line and the showroom model for the method.

选移民代理业务做第一个实现，是刻意的。这个行业的合规压力、期限密度、错误代价，都高于普通中小企业：一条政策引错就是合规事故，赔的是客户的身份和事务所的执照。能在这里扛住的结构，迁到围栏公司或诊所只是换名词。

Proving it inside a migration practice first was deliberate. This industry carries more compliance pressure, denser deadlines and higher error costs than a typical SME: one wrong policy citation is a compliance incident, and the price is a client's status and the practice's licence. A structure that survives here transfers to a fencing company or a clinic by renaming the nouns.

分层架构：人类、调度、经理、执行、记忆

Five layers: human, dispatch, managers, workers, memory

每一层只跟相邻层说话。主席不点 skill，经理不越级，执行层不做判断。这条约束是整个系统可控的前提，也是可以卖给别人的部分。

Each layer talks only to its neighbours. The chairman never invokes a skill directly, managers never skip levels, and workers never make judgement calls. That constraint is what keeps the system controllable, and it is the part that transfers to other businesses.

调度协议：一句话进去，一份汇报出来

Dispatch protocol: one sentence in, one report out

主席只说目标，不说该叫谁。CEO agent 收到任何任务都走同一个五步协议，中间过程对主席透明，但不需要他参与。

The chairman states a goal, not a tool. The CEO agent runs the same five-step protocol on every task. The process is visible to the chairman but requires nothing from him.

1. 接单确认Acknowledge 一句话复述理解的目标。不确定就问一个最关键的问题，不连环提问。 Restate the goal in one line. If something is unclear, ask the single most important question, never a chain of them.
2. 拆解分派Decompose and assign 判断涉及哪几位经理，先公布分工再动手。典型链条是 Musk 出方案，Buffett 报价，Bezos 起草邮件，Turing 最后把关。 Decide which managers are involved and announce the split before acting. A typical chain: Musk designs the pathway, Buffett prices it, Bezos drafts the email, Turing clears it last.
3. 串行执行Execute in sequence 经理之间产出互相衔接，方案喂给报价，报价喂给邮件。每位经理在任务列表上标明自己是承办人。 Each manager's output feeds the next: pathway into pricing, pricing into the email. Every manager stamps itself as owner on the task list.
4. 汇总汇报Report 先结论，再列每位经理交付了什么、存在哪，最后给出等主席拍板的事项清单。 Conclusion first, then what each manager delivered and where it lives, then the list of items awaiting the chairman's decision.
5. 自动收尾File automatically 涉及具体案子的，按知识库规则自动更新案件笔记与总览，不等人开口说归档。 If a specific case was involved, the case note and index update automatically. Nobody has to say the word "file".

记忆层：案件笔记就是系统状态

Memory: the case note is the system state

这套系统没有独立数据库。每个案子的笔记既是人类阅读的工作记录，也是 agent 的状态存储。Agent 干活前先读笔记，干完把新结论写回同一份笔记。人和机器共用同一份真相，出问题时人能立刻看到系统以为的事实是什么。

There is no separate database. Each case note is simultaneously a human-readable work record and the agent's state store. An agent reads the note before acting and writes its conclusions back into the same note. Human and machine share one source of truth, so when something goes wrong the human can immediately see what the system believed.

护栏：为什么必须有一个不生产的岗位

Guardrails: why one role must produce nothing

让生产者自己检查自己，是这类系统最常见的失效方式。所以验证总监被刻意设计成不参与生产、不给面子、绕开 CEO 直接向主席汇报。这一条对任何要靠 AI 对外说话的生意都成立。

Letting the producer check its own work is the most common failure mode in systems like this. The verification role is therefore built to produce nothing, defer to nobody, and report to the chairman directly. This holds for any business that lets AI speak on its behalf.

自动化节奏与离线降级

Cadence and graceful degradation

节奏Cadence	执行者Runs as	做什么What it does
工作日 9:30Weekdays 9:30am	Trump	晨报：全库状态巡检、当日与次日日程、近 24 小时需动作的邮件、昨日情报预警，输出最多五条今天必须动的清单，每条附建议承办人 Morning brief: status sweep, today and tomorrow's calendar, the last 24 hours of actionable email, and yesterday's intelligence alerts, condensed into at most five must-do items each with a suggested owner
每日下午Daily afternoon	Murdoch	扫官方政策源与媒体社区二级源，自动比对在手案件，分级归档，喂给次日晨报 Sweeps official policy sources plus media and community secondary sources, cross-matches live cases, files a graded brief, and feeds the next morning's brief
每周Weekly	Cook	收件箱周清，逐条搬到对应笔记，真正清空，有期限的同步进总览 Inbox clearing: each item routed to its note, the inbox actually emptied, deadlines synced to the index
每月Monthly	Buffett	经营复盘，四类金额汇总并交叉核对收费一致性，出该催谁与该报价谁的清单 Revenue review across four buckets, cross-checked against the fee schedule, producing who-to-chase and who-to-quote lists
事件驱动Event-driven	Cook	任何案件讨论结束自动归档：更新笔记、判定状态、同步总览 Any case discussion ends in automatic filing: note updated, state assessed, index synced

这套设计里真正可复制的三件事

The three things that actually transfer

06技术栈与交付流程Stack and delivery

栈（刻意选到成本近零、无供应商锁定）：

The stack, chosen for near-zero cost and zero lock-in:

• 前端三层界面：静态 HTML/JS，托管在 Cloudflare Pages（免费），绑客户自己的域名。网站资产归客户，我们不做人质。
• Front-end, all three layers: static HTML and JS on Cloudflare Pages (free), bound to the client's own domain. The website is the client's asset, never our hostage.
• 后端逻辑：Cloudflare Workers 加 D1/KV（免费额度内可跑若干客户），处理表单、线索存储、magic link、事务邮件。
• Back-end: Cloudflare Workers plus D1/KV (several clients fit inside free tiers) for forms, lead storage, magic links and transactional email.
• AI：Anthropic Claude API，模型分层调用（见第 07 节）。每客户独立 API key 与预算，数据互相隔离。
• AI: Anthropic Claude API with tiered model routing (section 07). One API key and budget per client, data fully isolated.
• 数据合规：数据存澳洲或美国区，遵守 Australian Privacy Principles。隐私政策与数据处理条款写进服务合同。
• Compliance: data held in Australian or US regions under the Australian Privacy Principles. Privacy policy and data-processing terms are baked into the service agreement.

1. 第 1 周 · Discovery 加 Front DoorWeek 1 · Discovery and Front Door 半天访谈拿到价目、流程、语气，建知识包，官网加表单加 concierge 上线到临时域名。 A half-day interview captures the price list, workflows and tone, the knowledge pack is built, and the site, form and concierge go live on a staging URL.
2. 第 2 周 · HQ 加 LoungeWeek 2 · HQ and Lounge 线索流水线、晨报、门户跑通，老板开始试用并反馈。 Lead pipeline, daily brief and portal running. The owner starts using it and feeding back.
3. 第 3 周 · 正式域名切换与验收Week 3 · Cutover 绑定客户域名、真实询价演练、交接培训（15 分钟够了），进入月费期。 Production domain, live-enquiry rehearsal, a 15-minute handover (that is all it takes), and the retainer begins.

07Token 成本怎么控Controlling token costs

原则一句话：让大多数交互根本不碰模型；碰模型的用最便宜的档；每一层都有硬顶。成本必须是设计出来的确定数，不是用出来的惊喜数。

The principle in one sentence: most interactions never touch the model, those that do use the cheapest tier, and every layer has a hard ceiling. Cost must be a number we designed, not a surprise we discover.

1. 估价向导与表单优先，模型兜底Wizard and forms first, model as fallback 询价主路径是纯前端计算的估价向导和结构化表单，0 token。模型只处理开放问题、读照片、起草跟进这些真正需要智能的活。 The primary quote paths, the client-side estimate wizard and the structured form, cost zero tokens. The model handles only what genuinely needs intelligence: open questions, photo reading, drafting.
2. FAQ 前置拦截FAQ interception 营业时间、服务范围这类高频问题先做关键词与相似度匹配，命中直接返回写好的答案，0 token。只有真正开放的问题才进模型。 Questions like opening hours or service area are matched by keyword and similarity and answered from canned responses at zero tokens. Only genuinely open questions reach the model.
3. 模型分层路由Tiered model routing 线上对话默认最便宜的档，只有复杂报价推理才升一档，客户线上流量里永不使用最贵的模型。 Live chat defaults to the cheapest tier and only complex quote reasoning escalates one level. The most expensive models never serve client-facing traffic.
4. 知识包瘦身加 prompt cachingLean knowledge packs and prompt caching 每客户知识包压到不超过 5k token，作为固定前缀走缓存，缓存命中只收 10% 输入价。同一晚 20 个访客聊天，知识包只按全价算一次。 Each pack is compressed to no more than 5k tokens and sent as a fixed cached prefix, so cache hits bill at 10% of input price. Twenty visitors on the same night pay full price for the pack roughly once.
5. 输出限长加历史滑窗Output caps and sliding history max_tokens 硬限（对话 300、邮件草稿 500），对话历史超 10 轮自动摘要压缩。输出 token 是输入价的 5 倍，限输出比限输入更省钱。 Hard max_tokens (300 for chat turns, 500 for email drafts) and automatic summarisation beyond 10 turns. Output costs five times input, so capping output saves more than trimming input.
6. 三级配额熔断Three-level quota breakers 每 session 20 轮上限，每天每 IP 3 个 session，每客户每月总额度。触顶不宕机，自动降级为留个联系方式，老板亲自回你。体验闭环，成本封顶，这一条同时防住爬虫刷问答框。 Twenty turns per session, three sessions per IP per day, and a monthly per-client allowance. Hitting a limit never breaks the experience; it degrades to "leave your details, the owner will call you". Costs are capped in code, and this gate alone neutralises bot spam on the question box.
7. 批处理加监控Batch and monitoring 晨报、月报、跟进草稿这类非实时任务走 Batch API（5 折）。每客户成本仪表盘，用量异常自动报警。 Non-realtime work (briefs, reports, follow-up drafts) runs on the Batch API at half price. Per-client cost dashboards raise an alert on any unusual usage.

08Go-to-Market（Perth 起步）Go-to-market (starting in Perth)

• 滩头阵地：trades（patio、fencing、landscaping、builders）。Junlang 是活案例，同行看得懂也算得清，少漏一单就回本。
• Beachhead: trades (patios, fencing, landscaping, builders). Junlang is a live case study and tradies understand the maths instantly: one un-missed job pays for the build.
• 第二梯队：allied health 诊所、美容与宠物服务，以及我最懂的行业，移民、会计、律师事务所。我自己的事务所就是内部样板。
• Second wave: allied health clinics, beauty and pet services, and the industry I know best: migration, accounting and law firms. My own practice is the internal showcase.
• 双语优势：Perth 华人商圈（建筑、餐饮、诊所、留学移民）几乎没有人做中英双语 AI concierge，这是差异化缺口。
• Bilingual edge: Perth's Chinese business community (construction, hospitality, clinics, education and migration) has effectively nobody offering an English and Chinese AI concierge. That is an open lane.
• 销售动作标准化：15 分钟 demo（就用现成的三层样板，改个名字就是任何行业），当场报价，付搭建费定金开工。
• A standardised sales motion: a 15-minute demo using the three-layer sample system re-skinned per industry, a quote on the spot, and a build-fee deposit to start the clock.

09运营、结构与风险Operations, structure and risk

公司与合规

Entity and compliance

• 注册商号（ASIC business name）加 ABN，与移民业务分开记账、分开品牌，避免客户混淆与执业合规牵连。
• Register the business name (ASIC) plus ABN, keeping books and brand fully separate from the migration practice to avoid client confusion and professional-compliance entanglement.
• 服务合同含：数据隐私（APP）、AI 输出免责（最终承诺以商家确认为准）、额度与 fair use 条款。
• The service agreement covers privacy (APPs), an AI-output disclaimer (commitments final only when confirmed by the business), and allowance and fair-use terms.

主要风险与对策

Key risks and answers