docs: 全站去人格化 Copilot 称呼，并把版本号钉到 manifest (#612)

.changeset/copilot-persona-depersonalisation.md

@@ -0,0 +1,56 @@
+---
+'hotcrm': patch
+---
+
+Stop naming a retired persona in the product docs, and pin the version the
+release page prints.
+
+`#512` removed the two app-authored agents and ADR-0063 §2 made the surface
+skills-only; `#589` / PR `#611` rewrote `content/docs/ai-copilot/*` to match. The
+rest of the tree did not follow: 29 product pages across all three locales still
+called the assistant "the Sales Copilot" / "the Service Copilot" in running
+prose — 65 occurrences. None of them declared a `sales_copilot` agent, so every
+gate stayed green: `os validate` and `pnpm lint` walk authored metadata and never
+open a paragraph.
+
+Per the maintainer's ruling on `#612`, those pages now say **AI assistant**
+(zh-Hans / zh-Hant: **AI 助手**), with each sentence's functional meaning left
+alone — only the name changes. The wording follows the architecture the pages
+have to describe: AI capability is implemented by agents in
+`objectstack-ai/cloud`, and HotCRM contributes domain skills that attach to the
+platform assistant (`ask`), so no page implies an app-owned agent any more. Two
+zh index pages were also carrying a `## Sales Copilot` / `## Service Copilot`
+heading whose English counterpart had already become *Sales AI skills* /
+*Service AI skills*; they now match. `content/docs/whats-new.mdx` was the mirror
+case — both translations already said "向助手询问" and the English page alone was
+still personifying.
+
+Twelve pages keep the names on purpose and are exempt by name, each with its
+reason recorded: the nine `ai-copilot/*` retirement callouts PR `#611` wrote, and
+the three `whats-new` v1.0 release records, which describe what that release
+actually shipped.
+
+`test/docs-drift.test.ts` now enforces both halves so a third cleanup round is
+not needed:
+
+- **Persona rule** — no page under `content/docs/**` may write either name.
+  The scan normalises soft wraps and blockquote continuation markers before
+  matching, because two of the live occurrences were split across lines
+  (`the Sales\n> Copilot`, `ask the Sales\nCopilot`) and a line-oriented grep —
+  how the original inventory was taken — reads neither. Whitespace between two
+  CJK characters is stripped as well, since `ai-copilot/index.zh-Hant.mdx` wraps
+  「服務 Copilot」 between 服 and 務. Three vacuity guards keep it honest: the walk
+  must find a real tree, every exemption must still cover a live occurrence, and
+  a probe test asserts the detector reads all six spellings in every wrap shape —
+  without that last one, a detector that had stopped matching would report a
+  clean tree and read exactly like success.
+- **Version rule** — `docs/RELEASE_STRATEGY.md` had printed `1.0.5` since v1
+  while the manifest declared `2.2.2`, a whole major behind on the one page a
+  releaser trusts for the current version. It now reads `2.2.2`, and the value
+  is extracted from `objectstack.config.ts` `manifest.version` and asserted
+  against `docs/RELEASE_STRATEGY.md`, `docs/STATUS.md`, `docs/ARCHITECTURE.md`
+  and `README.md`, plus a `package.json` parity check — the alignment
+  `RELEASE_STRATEGY.md`'s own *Version Sources* section already asks for.
+
+Docs, prose and tests only: no metadata, no `src/` behaviour, no dependency
+changed. Fixes `#612`.

content/docs/index.mdx

@@ -6,8 +6,8 @@ description: The AI-Native enterprise CRM that rewrites itself when your busines
 # Welcome to HotCRM
 
 > **HotCRM is the CRM that rewrites itself when business changes.**
-> Add a field in the admin console. Ten seconds later, the Sales
-> Copilot uses it in its next answer. No retraining, no redeploy.
+> Add a field in the admin console. Ten seconds later, the AI
+> assistant uses it in its next answer. No retraining, no redeploy.
 > [See what's new in v1.0 →](/docs/whats-new)
 
 **HotCRM** is a full-featured enterprise CRM with AI as a structural
@@ -17,7 +17,7 @@ feature, not a bolted-on widget. It helps your team:
 - 🎧 **Service** — log customer cases, route them by priority, meet your SLA, and escalate when needed.
 - 📣 **Marketing** — plan campaigns, track who responded, and measure ROI.
 - 💰 **Revenue** — manage products, prices, contracts and discount approvals.
-- 🤖 **AI Copilots** — let the Sales Copilot qualify leads for you and the Service Copilot triage incoming cases.
+- 🤖 **AI Copilot** — let the AI assistant qualify leads for you and triage incoming cases.
 - 📊 **Analytics** — see dashboards and reports for executives, sales managers and support leads.
 
 This documentation is organised by **what you want to do**. Pick the section that matches your role.
@@ -41,7 +41,7 @@ This documentation is organised by **what you want to do**. Pick the section tha
     Product catalog, pricing, contract lifecycle, renewals and discount approvals.
   </Card>
   <Card title="Use the AI Copilot" href="/docs/ai-copilot" icon="sparkles">
-    How the Sales and Service Copilots help you day-to-day.
+    How the sales and service skills help you day-to-day.
   </Card>
   <Card title="Read dashboards & reports" href="/docs/analytics" icon="chart-bar">
     Standard dashboards, reports, and the numbers behind them.
@@ -65,7 +65,7 @@ This documentation is organised by **what you want to do**. Pick the section tha
 | **Service** | Cases (with SLA and escalation), Tasks, knowledge base for the copilot |
 | **Marketing** | Campaigns (8 types), Campaign Members (lead/contact enrollment), ROI tracking |
 | **Revenue** | Products, Contracts (5 types), Discount Approvals |
-| **AI** | Sales Copilot, Service Copilot, 6 skills (live data, lead qualification, case triage, email drafting, revenue forecasting, customer 360) |
+| **AI** | 6 skills on the platform assistant (live data, lead qualification, case triage, email drafting, revenue forecasting, customer 360) |
 | **Analytics** | 4 dashboards (CRM / Sales / Service / Executive), 10+ standard reports |
 | **Security** | 6 user profiles, role hierarchy, sharing rules, multi-step approvals |
 

content/docs/index.zh-Hans.mdx

@@ -6,7 +6,7 @@ description: AI 原生的企业级 CRM——业务变化时它会自我重写。
 # 欢迎使用 HotCRM
 
 > **HotCRM 是一款会在业务变化时自我重写的 CRM。**
-> 在管理后台新增一个字段，十秒后销售 Copilot 就会在下一次回答中用上它。
+> 在管理后台新增一个字段，十秒后 AI 助手就会在下一次回答中用上它。
 > 无需重新训练，无需重新部署。
 > [查看 v1.0 新特性 →](/zh-Hans/docs/whats-new)
 
@@ -16,7 +16,7 @@ description: AI 原生的企业级 CRM——业务变化时它会自我重写。
 - 🎧 **服务** — 记录客户工单、按优先级路由、满足 SLA，并在需要时升级。
 - 📣 **市场** — 规划活动、追踪响应人群、衡量 ROI。
 - 💰 **营收** — 管理产品、价格、合同与折扣审批。
-- 🤖 **AI Copilot** — 让销售 Copilot 替你做线索资格判定，服务 Copilot 为来件工单分流。
+- 🤖 **AI Copilot** — 让 AI 助手替你做线索资格判定，并为来件工单分流。
 - 📊 **分析** — 为高管、销售经理与支持主管提供仪表盘与报表。
 
 本文档按**你想做什么**来组织。请选择与你角色匹配的板块。
@@ -40,7 +40,7 @@ description: AI 原生的企业级 CRM——业务变化时它会自我重写。
     产品目录、定价、合同生命周期、续约与折扣审批。
   </Card>
   <Card title="使用 AI Copilot" href="/zh-Hans/docs/ai-copilot" icon="sparkles">
-    销售与服务 Copilot 如何在日常中助你一臂之力。
+    销售与服务技能如何在日常中助你一臂之力。
   </Card>
   <Card title="查看仪表盘与报表" href="/zh-Hans/docs/analytics" icon="chart-bar">
     标准仪表盘、报表，以及背后的数据。
@@ -64,7 +64,7 @@ description: AI 原生的企业级 CRM——业务变化时它会自我重写。
 | **服务** | 工单（含 SLA 与升级）、任务、面向 Copilot 的知识库 |
 | **市场** | 营销活动（8 种类型）、营销活动成员（线索/联系人纳入）、ROI 追踪 |
 | **营收** | 产品、合同（5 种类型）、折扣审批 |
-| **AI** | 销售 Copilot、服务 Copilot、6 项技能（实时数据、线索资格判定、工单分流、邮件起草、营收预测、客户 360） |
+| **AI** | 平台助手上的 6 项技能（实时数据、线索资格判定、工单分流、邮件起草、营收预测、客户 360） |
 | **分析** | 4 个仪表盘（CRM / 销售 / 服务 / 高管）、10+ 标准报表 |
 | **安全** | 6 种用户权限档案、角色层级、共享规则、多步审批 |
 

content/docs/index.zh-Hant.mdx

@@ -6,7 +6,7 @@ description: AI 原生的企業級 CRM——業務變化時它會自我重寫。
 # 歡迎使用 HotCRM
 
 > **HotCRM 是一款會在業務變化時自我重寫的 CRM。**
-> 在管理後台新增一個欄位，十秒後銷售 Copilot 就會在下一次回答中用上它。
+> 在管理後台新增一個欄位，十秒後 AI 助手就會在下一次回答中用上它。
 > 無需重新訓練，無需重新部署。
 > [查看 v1.0 新特性 →](/zh-Hant/docs/whats-new)
 
@@ -16,7 +16,7 @@ description: AI 原生的企業級 CRM——業務變化時它會自我重寫。
 - 🎧 **服務** — 記錄客戶工單、依優先順序路由、達成 SLA，並在需要時升級。
 - 📣 **行銷** — 規劃活動、追蹤回應人群、衡量 ROI。
 - 💰 **營收** — 管理產品、價格、合約與折扣審批。
-- 🤖 **AI Copilot** — 讓銷售 Copilot 替你做潛客資格判定，服務 Copilot 為來件工單分流。
+- 🤖 **AI Copilot** — 讓 AI 助手替你做潛客資格判定，並為來件工單分流。
 - 📊 **分析** — 為高階主管、銷售經理與支援主管提供儀表板與報表。
 
 本文件依**你想做什麼**來組織。請選擇與你角色相符的區塊。
@@ -40,7 +40,7 @@ description: AI 原生的企業級 CRM——業務變化時它會自我重寫。
     產品目錄、定價、合約生命週期、續約與折扣審批。
   </Card>
   <Card title="使用 AI Copilot" href="/zh-Hant/docs/ai-copilot" icon="sparkles">
-    銷售與服務 Copilot 如何在日常中助你一臂之力。
+    銷售與服務技能如何在日常中助你一臂之力。
   </Card>
   <Card title="查看儀表板與報表" href="/zh-Hant/docs/analytics" icon="chart-bar">
     標準儀表板、報表，以及背後的資料。
@@ -64,7 +64,7 @@ description: AI 原生的企業級 CRM——業務變化時它會自我重寫。
 | **服務** | 工單（含 SLA 與升級）、任務、面向 Copilot 的知識庫 |
 | **行銷** | 行銷活動（8 種類型）、行銷活動成員（潛客/聯絡人納入）、ROI 追蹤 |
 | **營收** | 產品、合約（5 種類型）、折扣審批 |
-| **AI** | 銷售 Copilot、服務 Copilot、6 項技能（即時資料、潛客資格判定、工單分流、郵件草擬、營收預測、客戶 360） |
+| **AI** | 平台助手上的 6 項技能（即時資料、潛客資格判定、工單分流、郵件草擬、營收預測、客戶 360） |
 | **分析** | 4 個儀表板（CRM / 銷售 / 服務 / 高階主管）、10+ 標準報表 |
 | **安全** | 6 種使用者權限設定檔、角色層級、共用規則、多步審批 |
 

content/docs/revenue/products.mdx

@@ -110,7 +110,7 @@ The product catalog is **public read-only** for the whole organisation. Sales re
 
 ## Tips for product managers
 
-- ✅ **Keep the datasheet up to date** — the Sales Copilot uses it to draft customer-facing content.
+- ✅ **Keep the datasheet up to date** — the AI assistant uses it to draft customer-facing content.
 - ✅ **Use the Product Image** — it dramatically improves the look of customer-facing quotes.
 - ✅ **Mark old products as inactive**, don't delete them — past quotes and contracts still reference them.
 

content/docs/revenue/products.zh-Hans.mdx

@@ -110,7 +110,7 @@ description: 你所销售内容的目录——编码、标价、计费类型和
 
 ## 给产品经理的提示
 
-- ✅ **保持规格表最新**——Sales Copilot 用它来起草面向客户的内容。
+- ✅ **保持规格表最新**——AI 助手用它来起草面向客户的内容。
 - ✅ **使用产品图片**——它能显著改善面向客户的报价的外观。
 - ✅ **将旧产品标记为非活跃**，不要删除它们——过往的报价和合同仍引用它们。
 

content/docs/revenue/products.zh-Hant.mdx

@@ -110,7 +110,7 @@ description: 你所銷售內容的目錄——編碼、標價、計費類型和
 
 ## 給產品經理的提示
 
-- ✅ **保持規格表最新**——Sales Copilot 用它來起草面向客戶的內容。
+- ✅ **保持規格表最新**——AI 助手用它來起草面向客戶的內容。
 - ✅ **使用產品圖片**——它能顯著改善面向客戶的報價的外觀。
 - ✅ **將舊產品標記為非活躍**，不要刪除它們——過往的報價和合約仍引用它們。
 

content/docs/sales/contacts.mdx

@@ -81,7 +81,7 @@ There is no owner-filtered contact view, and none is needed for access: contacts
 
 ## How the AI Copilot uses contacts
 
-When you ask the Sales Copilot to draft an email, it uses:
+When you ask the AI assistant to draft an email, it uses:
 
 - The contact's first name and title (for personalisation).
 - The account name and industry (for context).

content/docs/sales/contacts.zh-Hans.mdx

@@ -81,7 +81,7 @@ CEO
 
 ## AI Copilot 如何使用联系人
 
-当你让 Sales Copilot 起草一封邮件时，它会使用：
+当你让 AI 助手起草一封邮件时，它会使用：
 
 - 联系人的名和职位（用于个性化）。
 - 客户名称和行业（用于上下文）。

content/docs/sales/contacts.zh-Hant.mdx

@@ -81,7 +81,7 @@ CEO
 
 ## AI Copilot 如何使用聯絡人
 
-當你讓 Sales Copilot 起草一封郵件時，它會使用：
+當你讓 AI 助手起草一封郵件時，它會使用：
 
 - 聯絡人的名和職位（用於個人化）。
 - 客戶名稱和產業（用於上下文）。

content/docs/sales/index.zh-Hans.mdx

@@ -44,7 +44,7 @@ Lead  ──►  Account + Contact  ──►  Opportunity  ──►  Quote  
 - **报价过期**——超过有效期的报价每晚会被自动标记为已过期。
 - **折扣审批**——金额超过 $500K 的商机会自动路由给你的销售经理和总监进行审批。
 
-## Sales Copilot
+## 销售 AI 技能
 
 [销售技能](/zh-Hans/docs/ai-copilot/sales-copilot) 已内置于平台助手。当你打开一条线索、客户或商机时，它可以：
 

content/docs/sales/index.zh-Hant.mdx

@@ -44,7 +44,7 @@ Lead  ──►  Account + Contact  ──►  Opportunity  ──►  Quote  
 - **報價到期**——超過有效期的報價每晚會被自動標記為已過期。
 - **折扣審批**——金額超過 $500K 的商機會自動路由給你的銷售經理和總監進行審批。
 
-## Sales Copilot
+## 銷售 AI 技能
 
 [銷售技能](/zh-Hant/docs/ai-copilot/sales-copilot) 已內建於平台助手。當你打開一筆潛在客戶、客戶或商機時，它可以：
 

content/docs/sales/leads.mdx

@@ -126,7 +126,7 @@ After conversion, the lead becomes read-only — all future activity happens on
 
 ## How the AI Copilot helps
 
-When you open a lead, the Sales Copilot is available in the side panel. Try asking:
+When you open a lead, the AI assistant is available in the side panel. Try asking:
 
 - *"Qualify this lead"* — runs BANT, gives you a score and a one-line justification per dimension.
 - *"Is this a hot lead?"* — quick yes/no plus reasoning.

content/docs/sales/leads.zh-Hans.mdx

@@ -126,7 +126,7 @@ description: 在入站咨询成为真正交易之前对其进行捕获、评分
 
 ## AI Copilot 如何提供帮助
 
-当你打开一条线索时，Sales Copilot 会出现在侧边面板。试着提问：
+当你打开一条线索时，AI 助手会出现在侧边面板。试着提问：
 
 - *"Qualify this lead"*——运行 BANT，给你一个评分以及每个维度的一行理由。
 - *"Is this a hot lead?"*——快速是/否加上推理。

content/docs/sales/leads.zh-Hant.mdx

@@ -126,7 +126,7 @@ description: 在入站詢問成為真正交易之前對其進行擷取、評分
 
 ## AI Copilot 如何提供協助
 
-當你打開一筆潛在客戶時，Sales Copilot 會出現在側邊面板。試著提問：
+當你打開一筆潛在客戶時，AI 助手會出現在側邊面板。試著提問：
 
 - *"Qualify this lead"*——執行 BANT，給你一個評分以及每個維度的一行理由。
 - *"Is this a hot lead?"*——快速是/否加上推理。

content/docs/sales/pipeline-management.mdx

@@ -63,9 +63,9 @@ A few derived fields surface deal risk so you can act on them in your weekly rev
 | **Days in current stage** > 30 | Deal is stagnant — push or close it. |
 | **Close date in the past** AND stage still open | Forecast is wrong; reset the date or accept the loss. |
 | **Amount > $500K** with no submitted approval | Discount approval is required before this can close. |
-| **Competitors set** with no win plan | The Sales Copilot can suggest a strategy. |
+| **Competitors set** with no win plan | The AI assistant can suggest a strategy. |
 
-The Sales Copilot surfaces at-risk deals when you ask *"what's slipping?"* or *"how does my pipeline look?"*
+The AI assistant surfaces at-risk deals when you ask *"what's slipping?"* or *"how does my pipeline look?"*
 
 ## Pipeline reports worth bookmarking
 
@@ -86,7 +86,7 @@ See [Analytics › Reports](/docs/analytics/reports) for details.
 | Cadence | What to do |
 | --- | --- |
 | **Daily** | Open the **Pipeline** board. Find stalled cards (in-stage > 14 days). Push or close. |
-| **Weekly** | Run *Pipeline Coverage*. Ask the Sales Copilot: *"what's at risk?"* |
+| **Weekly** | Run *Pipeline Coverage*. Ask the AI assistant: *"what's at risk?"* |
 | **Monthly** | Run *Opportunity Funnel by Owner → Stage*. Coach reps with leaky stages 1:1. |
 | **Quarter-end** | Run *Won Opportunities by Owner* for commissions. Archive lost deals with a *loss reason*. |
 

content/docs/sales/pipeline-management.zh-Hans.mdx

@@ -63,9 +63,9 @@ description: 销售管道的日常运作方式——推进交易、自动概率
 | **当前阶段停留天数** > 30 | 交易停滞——推进或关闭它。 |
 | **成交日期已过** 且阶段仍开放 | 预测有误；重设日期或接受失单。 |
 | **金额 > $500K** 但未提交审批 | 在此交易可成交之前需要折扣审批。 |
-| **已设置竞争对手** 但无制胜计划 | Sales Copilot 可以建议一个策略。 |
+| **已设置竞争对手** 但无制胜计划 | AI 助手可以建议一个策略。 |
 
-当你提问 *"what's slipping?"* 或 *"how does my pipeline look?"* 时，Sales Copilot 会呈现有风险的交易。
+当你提问 *"what's slipping?"* 或 *"how does my pipeline look?"* 时，AI 助手会呈现有风险的交易。
 
 ## 值得收藏的销售管道报告
 
@@ -86,7 +86,7 @@ description: 销售管道的日常运作方式——推进交易、自动概率
 | 节奏 | 该做什么 |
 | --- | --- |
 | **每日** | 打开**销售管道**这块板。找出停滞的卡片（阶段内 > 14 天）。推进或关闭。 |
-| **每周** | 运行 *Pipeline Coverage*。向 Sales Copilot 提问：*"what's at risk?"* |
+| **每周** | 运行 *Pipeline Coverage*。向 AI 助手提问：*"what's at risk?"* |
 | **每月** | 运行 *Opportunity Funnel by Owner → Stage*。对漏斗漏水的销售代表进行一对一辅导。 |
 | **季末** | 运行 *Won Opportunities by Owner* 以计算提成。归档*失败*的交易并附上*丢单原因*。 |