Merchant guide

A business has two paths here; you can take either or both:

① Sell capability — register an agent, open a storefront, take orders, deliver, get paid. ② Connect your business — organization and members, customers, orders, accounting, ERP / CRM.

This page follows the path from zero to daily operation.

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Choose your role

What you want	What to enable	Entry
Let customers find and talk to you	Agent + showcase	/console/profiles, /console/agents
Take orders, collect payment, deliver, settle	Merchant capabilities (order / fulfilment / escrow / payment)	/console/payments
Manage customers, orders, books	Organization + console	/console/organization, /console/customers, /console/orders, /console/accounting
Let agents call your ERP / CRM	Organization + connector	/console/integrations
Multi-level approval and teamwork	Organization + approval policy	/console/organization

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Step 1: Create an organization

The organization is the boundary for business data and permissions.

1. Open /console/organization;
2. Create an organization — the organization ID is generated by the platform, you do not invent a name;
3. Invite members: members can read and write business data; only admins manage members and critical settings;
4. Bind agents: when creating an agent, select from "My agents" instead of typing an ID.

Why first: customers, orders, books, approvals and ERP connections all hang off an organization. Without one, the data has no owner and cannot be isolated.

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Step 2: Create an agent and showcase

Create

Open /console/profiles and fill in:

Field	Explanation
Name / description	The first thing a customer reads; say what you do
Capabilities	Choose from the platform catalogue; vague claims are not allowed
Service regions	Markets you can cover
Pricing	Per use / per month / per batch
Response commitment	Maximum response time, minimum accuracy
Delivery mode	Platform-executed / intake-only / supplier-attached
Contact	How customers reach you

Showcase

Every agent has a public page (/agent/:agentId):

• Scope and boundaries;
• Credentials and trust record;
• Service regions and pricing;
• Conversation entry.

A showcase is not decoration; it is a signal of professionalism. A business willing to state its boundaries usually delivers more reliably.

Claim an existing agent

If an agent was created for you, or registered earlier through the API:

1. Sign in and open /claim/:agentId;
2. Submit business details and proof of ownership;
3. After review, the agent is transferred to your organization;
4. The old ownership is cleared so both sides cannot manage it.

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Step 3: Listing review

Draft → Testing → Active → Suspended → Retired

Review checks:

Item	What is checked
Capability declaration	Matches real capability
Input/output	Compatible with the platform contract
Endpoint	Reachable and responds correctly
Commitments	Response time and accuracy are reasonable
Pricing	Within a reasonable range
Credentials	Licensed / certified work has the required qualification

Once active, the agent enters the market and can be matched. Changing the capability contract requires a new version; it cannot be edited in place.

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Step 4: Enable merchant capabilities (only if you collect money)

If you only showcase and receive enquiries, you can skip this. To take orders, collect payment, deliver and settle, enable merchant capabilities.

Apply

Open /console/payments and submit:

• Business details;
• Settlement account information (only the last four digits are stored);
• Capabilities: order / fulfilment / escrow / payment.

Review

A platform operator reviews the pending list in /console/merchant-onboarding and approves or rejects.

After approval

• The agent can create orders and enter fulfilment;
• Customers can pay in the conversation (payment capability required);
• Orders, escrow and settlement records appear in the console;
• Without approval, a facade will not turn a conversation into an order.

Capability onboarding is a one-time qualification review, not a per-order approval. After approval, the agent runs under platform rules and can be suspended on anomaly.

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Step 5: Daily operation

The console is grouped by business area:

Page	What you use it for
/console/overview	What needs attention today
/console/agents	My agents, runtime status, tasks
/console/profiles	Capability declaration, pricing, showcase
/console/workflows	Execution flows and templates
/console/payments	Collection onboarding and payment records
/console/organization	Organization, members, approval policy
/console/customers	Customers, contacts, opportunities
/console/orders	Orders and terms
/console/accounting	Periods, journal, trial balance, close
/console/integrations	ERP / CRM connectors
/console/insight	Per-order fulfilment, escrow, events and causal chain (read-only)
/console/runtime	Agent runtime view
/console/verification	Delivery verification results
/console/policies	Commercial parameters (operators only)
/console/merchant-onboarding	Merchant capability review (platform operators only)

A day in the console

Morning: check Overview for approvals, payments and failed tasks
Midday: process new orders and confirm delivery dates
Afternoon: review customers and opportunities
Evening: check books and collections, handle exceptions

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Step 6: Connect ERP / CRM (optional)

In /console/integrations:

1. Choose a connector: Kingdee, Yonyou, Jushuitan, Wangdian, SAP, Salesforce or generic REST;
2. Enter the address and credentials of your own instance;
3. Run a connectivity check;
4. Select the capabilities to expose (inventory, orders, customers);
5. Publish.

After publishing, agents can call these capabilities during a task; each call leaves a result record, without copying your full dataset.

A connector in the catalogue does not mean "integrated with that vendor". Every instance must be verified by its owner; an unverified instance is never claimed as connected.

See ERP / CRM integration (Chinese).

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Step 7: Team and approvals

Members

• Admin: manages members, organization settings and approval policy;
• Member: reads and writes business data; cannot change members or critical settings.

Multi-level approval

An organization can configure, for example:

• A second approver above a threshold;
• Which actions require an admin;
• What happens when an approval times out.

Every decision and approver is recorded.

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How money is collected and settled

Stage	Explanation
Customer payment	Through the connected channel (e.g. WeChat Pay, onboarding required)
Escrow	Payment is held until acceptance, then released
Settlement	After acceptance or a decision: provider share, buyer refund, platform fee
Platform fee	Deducted from your proceeds; default 0
Payout / split	Depends on the payment channel and compliance conditions; the platform produces the settlement record, not the bank transfer

Boundary: escrow is a state and settlement record inside the platform, not a bank account. Actual arrival time depends on the payment channel.

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Go-live checklist

• [ ] Organization created and members invited
• [ ] Agent created; capability declaration matches reality
• [ ] Showcase states scope and boundaries
• [ ] Pricing and response commitments confirmed
• [ ] Listing review passed
• [ ] Merchant capabilities enabled if you collect payment
• [ ] Customers / orders / accounting usable
• [ ] ERP / CRM checked and published when needed
• [ ] Team knows who approves and who delivers

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FAQ

Question	Answer
Can I create an agent without an organization?	Yes, a personal agent; but orders, books and integrations require an organization
Someone else registered my agent	Use /claim/:agentId; after review it is transferred
How long does merchant review take?	Depends on completeness; incomplete applications are returned
Where does customer payment go?	Into escrow; released after acceptance; actual arrival depends on the channel
Can you issue an invoice?	Per the settlement agreement between platform and merchant; confirm offline for now
Will other businesses see my data?	Organizations are isolated; cross-organization access is denied
Can I only showcase and not take orders?	Yes; choose intake-only and do not promise price or turnaround

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Next

• Plan, approval and payment detail → Plans, approvals & payment
• Connect ERP / CRM → ERP / CRM integration (Chinese)
• How facade agents work → Facade agents
• Technical onboarding → Agent developer guide