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Evaluating Enterprise-Grade AI Assistants: A Benchmark for Complex, Voice-Driven Workflows
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本文介绍了Salesforce AI Research & Engineering团队开发的一个评估系统,用于衡量AI助手在企业环境中的表现。该系统针对复杂任务设计,涵盖文本和语音两种交互方式,重点评估AI在医疗预约、金融交易、销售和电商订单处理等领域的表现。通过模拟真实对话和多步骤操作,该基准测试了AI助手的准确性、效率以及对特定领域工具的掌握程度,旨在推动AI助手在企业级应用中的可靠性和有效性。研究发现,金融任务和语音交互的准确性相对较低,为AI助手的发展指明了方向。

🩺 该评估系统旨在衡量AI助手在企业环境中的表现,特别是在语音交互方面,弥补了现有评估方法在复杂、专业工作流程方面的不足。

🛠️ Salesforce开发了该评估系统,用于评估AI助手在管理医疗预约、处理金融交易、处理销售和处理电子商务订单等四个关键业务领域的表现。

🗣️ 该基准测试使用人类验证的测试案例,要求AI助手完成多步骤操作,使用特定领域的工具,并遵守严格的安全协议,涵盖文本和语音两种交流模式。

📊 评估框架基于四个关键组成部分:特定领域的环境、具有明确目标的预定义任务、反映真实世界对话的模拟交互以及可衡量的性能指标,从而全面评估AI助手的表现。

📉 初始测试结果表明,金融任务由于严格的验证要求,错误率最高;语音任务的性能比文本任务低5-8%;多步骤任务,尤其是那些需要条件逻辑的任务,准确性进一步下降。

As businesses increasingly integrate AI assistants, assessing how effectively these systems perform real-world tasks, particularly through voice-based interactions, is essential. Existing evaluation methods concentrate on broad conversational skills or limited, task-specific tool usage. However, these benchmarks fall short when measuring an AI agent’s ability to manage complex, specialized workflows across various domains. This gap highlights the need for more comprehensive evaluation frameworks that reflect the challenges AI assistants face in practical enterprise settings, ensuring they can truly support intricate, voice-driven operations in real-world environments. 

To address the limitations of existing benchmarks, Salesforce AI Research & Engineering developed a robust evaluation system tailored to assess AI agents in complex enterprise tasks across both text and voice interfaces. This internal tool supports the development of products like Agentforce. It offers a standardized framework to evaluate AI assistant performance in four key business areas: managing healthcare appointments, handling financial transactions, processing inbound sales, and fulfilling e-commerce orders. Using carefully curated, human-verified test cases, the benchmark requires agents to complete multi-step operations, use domain-specific tools, and adhere to strict security protocols across both communication modes. 

Traditional AI benchmarks often focus on general knowledge or basic instructions, but enterprise settings require more advanced capabilities. AI agents in these contexts must integrate with multiple tools and systems, follow strict security and compliance procedures, and understand specialized terms and workflows. Voice-based interactions add another layer of complexity due to potential speech recognition and synthesis errors, especially in multi-step tasks. Addressing these needs, the benchmark guides AI development toward more dependable and effective assistants tailored for enterprise use.

Salesforce’s benchmark uses a modular framework with four key components: domain-specific environments, predefined tasks with clear goals, simulated interactions that reflect real-world conversations, and measurable performance metrics. It evaluates AI across four enterprise domains: healthcare appointment management, financial services, sales, and e-commerce. Tasks range from simple requests to complex operations involving conditional logic and multiple system calls. With human-verified test cases, the benchmark ensures realistic challenges that test an agent’s reasoning, precision, and tool handling in both text and voice interfaces. 

The evaluation framework measures AI agent performance based on two main criteria: accuracy, how correctly the agent completes the task, and efficiency, which are evaluated through conversational length and token usage. Both text and voice interactions are assessed, with the option to add audio noise to test system resilience. Implemented in Python, the modular benchmark supports realistic client-agent dialogues, multiple AI model providers, and configurable voice processing using built-in speech-to-text and text-to-speech components. An open-source release is planned, enabling developers to extend the framework to new use cases and communication formats.

Initial testing across top models like GPT-4 variants and Llama showed that financial tasks were the most error-prone due to strict verification requirements. Voice-based tasks also saw a 5–8% drop in performance compared to text. Accuracy declined further on multi-step tasks, especially those requiring conditional logic. These findings highlight ongoing challenges in tool-use chaining, protocol compliance, and speech processing. While robust, the benchmark lacks personalization, real-world user behavior diversity, and multilingual capabilities. Future work will address these gaps by expanding domains, introducing user modeling, and incorporating more subjective and cross-lingual evaluations. 


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AI助手 企业应用 语音交互 基准测试
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