DEPT AI · SIUPO WORKSPACE
小保工作台(SiuPo Workspace)
小保工作台(SiuPo Workspace)是由 DEPT AI 開發及營運的香港保險顧問專屬 AI 工作台(iPad 優先設計),供獲邀顧問團隊管理客戶跟進、保單保障檢視、會面日程雙向同步(Google Calendar 及 Apple iCloud CalDAV)、會前準備摘要及「救命紙」保單速覽草稿。
SiuPo Workspace is an invite-only, iPad-first AI workspace for licensed insurance advisors, operated by DEPT AI. It streamlines client follow-up reminders, policy notes, coverage gap calculations, two-way calendar synchronization (Google Calendar and Apple iCloud CalDAV), pre-meeting briefings, and policy summary drafts.
核心工作流程 · Core Workflows
- 客戶與保單整理(CRM & Policy Notes):集中管理現有及潛在客戶檔案、保單續保/保費到期提醒,以及人壽、危疾、退休保障缺口試算。
- 雙向日曆同步(Two-Way Calendar Sync):顧問可自主連結個人 Google Calendar(OAuth 2.0)或 Apple Calendar(iCloud CalDAV),將工作台會面日程與個人主要日曆雙向同步及自動去重。
- 會前摘要與文件草稿(AI Briefings & Drafts):整理會前重點、保單比較草稿及一頁式保單摘要(「救命紙」),供顧問覆核及列印。
- 顧問見客練習(Role-Play Practice):以虛構客戶情境進行語音對答練習,不讀取真實客戶資料、亦不保存練習錄音。
Google Calendar 授權與資料使用摘要 · Google OAuth & Calendar Data Summary
當顧問於工作台內選擇連結 Google Calendar 時,小保工作台會透過 Google OAuth 2.0(含 PKCE)請求以下權限:
openid及email(userinfo.email):核對並顯示已連結的 Google 帳戶電郵地址。https://www.googleapis.com/auth/calendar.events:讀取及寫入顧問本人主要 Google Calendar(primary)的行程,僅用於與工作台內置日曆進行雙向同步(讀取外部行程以免撞期,並將工作台建立、修改或刪除的會面同步回寫至 Google Calendar)。
When an advisor connects Google Calendar, SiuPo Workspace requests openid, email, and https://www.googleapis.com/auth/calendar.eventssolely to verify the connected Google account email and perform two-way event synchronization between the in-app calendar and the user's primary Google Calendar. OAuth tokens are encrypted at rest with AES-GCM (256-bit) in Cloudflare D1. Google user data is never sold, never transferred for third-party use, never used for advertising, and never used to train AI/ML models. Use and transfer of information received from Google APIs strictly adhere to the Google API Services User Data Policy, including the Limited Use requirements.
合規界線 · Regulatory & Usage Boundary
小保工作台內所有 AI 整理內容、保障缺口試算、產品比較及「救命紙」文件均只作顧問內部整理與草稿參考,不構成正式保險報價、保單條款解釋、受保確認、核保決定或索償批核。所有保障內容及數字必須以保險公司正式保單合約為準,並由持牌保險顧問親自核對。
營運方及聯絡資料 · Operator & Contact
營運方 / Operator: DEPT AI(由 Cyborg Consulting Limited 營運 / operated by Cyborg Consulting Limited)
支援及私隱聯絡電郵 / Support & Privacy Contact: chat@deptai.work
條款及私隱政策生效日期 / Effective Date: 2026-10-19
公開首頁路徑 / Application Homepage URL: /about · Privacy: /privacy · Terms: /terms
營運品牌:DEPT AI(由 Cyborg Consulting Limited 營運)|法定名稱:Cyborg Consulting Limited|商業登記號碼:76171255|註冊地址:香港金鐘皇后大道東28號金鐘匯中心2樓204室(以英文註冊地址為準:Unit 204, 2/F, Tesbury Centre, 28 Queen's Road East, Admiralty, Hong Kong)
Operator brand: DEPT AI, operated by Cyborg Consulting Limited | Legal name: Cyborg Consulting Limited | Business Registration No.: 76171255 | Registered address (authoritative): Unit 204, 2/F, Tesbury Centre, 28 Queen's Road East, Admiralty, Hong Kong
