artifact: add FPA analysis outputs through round 6
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---
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artifact_type: page
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slug: owner-automation
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round: 3
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status: draft
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project: maxcpa
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title: 自动化策略页
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---
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# 自动化策略页
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## Route Information
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- Route: `/owner/automation`
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## Accessible Persona
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- Firm Owner
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## Story Steps Covered
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- `事务所老板 / Activity 4 / Step 1`: 观察自动提醒和自动跟进的效果
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- `事务所老板 / Activity 4 / Step 2`: 对敏感客户或敏感场景调整处理方式
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- `事务所老板 / Activity 4 / Step 3`: 保留对金钱承诺和投诉处理的最终控制
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## Page Responsibility
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让老板看到自动跟进是否有效,并按客户等级、场景风险和业务边界调整自动化策略,确保效率提升不会破坏关系质量。
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## Related Features
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- 自动化效果观察
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- 敏感场景自动化规则
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- 人工接管边界
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