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The core of Xpert Tag is turning an IM request into a traceable Agent session. The session is bound to the source platform, group or direct message, sender, digital expert, context, and access configuration.

Request Lifecycle

StageBehaviorStatus
TriggerA user mentions a bot in a group, sends a DM, or an event/schedule starts work.Available foundation
NormalizeThe IM plugin converts platform events into Xpert messages, files, and runtime context.Available foundation
RouteThe trigger resolves the target digital expert from the integrationId -> xpertId binding.Available foundation
Continue conversationExternal conversation, sender, and expert bindings keep context until timeout.Available foundation
ExecuteThe digital expert workflow calls knowledge bases, toolsets, skills, code, or business systems.Available foundation
Show progressText, cards, or message updates show execution progress.Partially available
Return resultText, Markdown, cards, files, images, or business links are sent back to the IM conversation.Partially available
Unified Tag auditA single session record captures inputs, context, tools, cost, and output.Planned

Triggers

TriggerDescriptionStatus
Group mentionA user mentions the bot in a Lark, DingTalk, or WeCom group chat.Available foundation
Direct messageA user sends a message directly to the bot.Available foundation
Thread or conversation continuationMessages continue into the existing expert context before timeout.Available foundation
Message aggregation windowShort consecutive messages can be merged through summaryWindowSeconds.Available foundation
Scheduled triggerSchedule Trigger starts work from a Cron schedule.Available foundation
Card buttonSupported platforms can continue or end a conversation through card callbacks.Partially available
Group message watchWatch selected group messages and proactively start work.Planned
Natural-language routine creationA user says “summarize this group every day at 9” and creates a routine.Planned
PR or ticket follow-upSubscribe to PR, CI, ticket, or approval updates and post back to the group.Planned

Context Package

A Tag session should build a unified context package. Current behavior comes from individual IM plugins and Xpert workflows; productization should make this a cross-platform model.
ContextCurrent capabilityStatus
Current triggering messageIM triggers read message text, sender, and conversation details.Available foundation
Direct/group conversationConversation binding tables map external conversations to Xpert conversations.Available foundation
AttachmentsLark can read message resources; WeCom supports image input; DingTalk handles attachments according to platform capability.Partially available
Group message historyLark has message history and resource tools; DingTalk and WeCom depend on platform capability.Partially available
Knowledge retrievalDigital experts can bind knowledge bases and retrieval nodes.Available foundation
Tools and skillsWorkflows, toolsets, and Skills Middleware can participate in execution.Available foundation
Group memoryStable group rules, project facts, and output formats.Planned
Group-level Access BundleA group-scoped package of knowledge, tools, credentials, model policy, and budget.Planned

Progress Display

Current IM plugins already support some message update patterns, but Xpert does not yet have a unified Xpert Tag live checklist.
PlatformCurrent displayTarget display
Lark / FeishuText, rich text, interactive cards, message updates, streaming update window.Unified Tag progress card, step state, tool-call summary, cancel/continue buttons.
DingTalkText, Markdown, interactive cards, card callbacks, update/recall.Unified Tag progress card and long-task status.
WeComThinking hints, long-connection streaming replies, template cards, card updates.Status, result, reset, and continuation controls according to platform capabilities.
The common live checklist/progress renderer is Partially available. The future Xpert Tag runtime should emit platform-neutral progress events, and each IM adapter should render them in the best platform-native shape.

Result Forms

Xpert Tag results should not be limited to chat replies. Target result forms include:
  • Text summaries, conclusions, and recommendations: available foundation.
  • Markdown, rich text, and cards: partially available, platform-dependent.
  • Images, files, attachments, and document links: partially available.
  • BI charts, metric analysis, and data reports: partially available through Agentic BI and toolsets.
  • Tickets, approvals, CRM, ERP, or PLM operation results: partially available depending on plugins and workflows.
  • Code changes, PRs, CI tracking, and code review: partially available through Coding Expert and code platform connections.

Session Boundary

Current IM plugins usually maintain conversation bindings by integrationId + external conversation + sender or a similar key. Xpert Tag should add a unified Tag session concept:
  • One task in a group or thread maps to one Tag session.
  • The session locks the digital expert, tools, knowledge, model, and access snapshot at creation time.
  • Later admin configuration changes apply to new sessions, while running sessions continue with their creation snapshot.
  • Final results, external artifacts, audit records, and group memory can persist after the session ends.
  • Temporary sandbox files and intermediate state should not be treated as durable assets unless saved to workspace, documents, repositories, or files.
The unified Tag session lifecycle is Planned.