Recently, following a foundational overhaul of its technical architecture to an "Agent+Skill" orchestration framework, Weimob Inc (HKG: 2013)'s WAI has introduced a suite of new and upgraded capabilities. These enhancements include automated follow-up for high-value sales leads, conversational AI storefront creation, on-demand business intelligence queries, and ChatBI attribution analysis. Guided by an "AI-native" philosophy, this upgrade targets key operational touchpoints such as storefront design, high-value lead nurturing, business data retrieval, and intelligent analytics.
This expansion significantly broadens the practical application of AI within merchant operations, extending AI capabilities from the merchant's PC backend directly to the sales associate's terminal. This effectively democratizes advanced business management through AI, enabling merchants at all stages to easily access the "best practices" and intelligent operational experiences typically reserved for top-tier brands. This move assists merchants in transitioning into an era of AI-driven "intelligent operations."
Just recently, Weimob announced it would modularize the industry know-how accumulated from serving thousands of retail brands. This knowledge is being deconstructed into standardized, independently callable, and freely combinable "Skill" modules, covering the entire e-commerce operational spectrum including product management, inventory alerts, promotional configuration, member engagement, and data diagnostics. The upgraded WAI will function as a "digital employee" capable of task decomposition, Skill orchestration, and automated execution. Merchants can now access a complete intelligent business system simply through conversational commands.
Xiao Feng, Vice President of Technology at Weimob Group, stated, "Amid the opportunities presented by the AI era, the company is evolving from selling software services to exploring models where clients pay for tangible business outcomes, transitioning from 'selling tools' to 'selling results.' This upgrade of core operational capabilities not only signifies an enhanced user experience and more predictable cost savings and efficiency gains for merchants but also lays a more robust technical foundation for Weimob's AI commercialization. The increased willingness to pay and depth of usage among merchants is poised to become the driving force behind future AI-as-a-result revenue."
Weimob's series of AI initiatives coincide with a pivotal inflection point for the SaaS sector. In early June, Hong Kong-listed SaaS concept stocks experienced a broad surge, with Weimob Inc (HKG: 2013) shares rising over 10% at one point, highlighting the market's renewed recognition of the value in "AI + software." Within this wave of value reassessment, Weimob, powered by the foundational upgrade of WAI and robust growth in AI commercial revenue, has emerged as a leading SaaS transformation case study in the domestic market.
Core Enhancements: Forging an AI Intelligent Management Engine
The software industry is currently undergoing a fresh round of value reassessment, with "AI + software," particularly AI-native SaaS, attracting heightened capital interest. Industry reports indicate that valuations for purely tool-based SaaS remain subdued, while AI-native SaaS commands valuations as high as 15-20 times. This trend confirms that capital is rapidly concentrating on solutions offering "real AI + real scenarios"—those that successfully embed AI into core business workflows are best positioned to bridge the valuation gap.
Against this backdrop, Weimob has proactively upgraded its underlying technical framework to the "Agent+Skill" model. Skill orchestration significantly enhances the operational experience by enabling the Agent to dynamically select, sequence, and execute multiple Skills based on the merchant's conversational intent, intelligently decomposing business strategies and executing tasks. This orchestration also leads to more predictable business outcomes, as the Agent can invoke optimal practice pathways, achieving more precise intent matching and more certain operational results with lower token consumption.
This concentrated capability upgrade, deeply embedding AI into business scenarios, serves as practical validation of this enhanced interactive experience and result certainty. These upgrades are not merely scattered feature additions but represent a critical leap in transforming WAI from a collection of point-solution efficiencies into a unified "AI Intelligent Engine." As AI applications in business deepen, merchants increasingly require AI to automate and intelligently manage workflows, reducing manual effort in linking content, data, and tasks, thereby accelerating the conversion of business insights and action recommendations into actual execution.
Among the upgrades, the automated follow-up for high-value leads at the sales associate level genuinely realizes operational democratization. Previously, associates juggled in-store接待, client follow-ups, and content operations, requiring frequent switching between interfaces and heavy reliance on personal experience. Now, AI can automatically score and assess lead value from the moment a customer enters the store, allowing associates to filter high-intent clients with one click. AI also assists in generating follow-up scripts and recommendation strategies and supports one-click content creation for platforms like WeChat Moments and Xiaohongshu. Associates can query product, order, customer, and performance information via voice or natural conversation, with AI handling the most tedious and complex parts of the workflow, freeing associates to focus on the highest-value interactions.
Conversational AI storefront creation introduces natural language into the page-building process. The upgraded WAI, leveraging its Skill orchestration capability, automates steps like framework setup, component selection, and content population. Merchants simply describe their needs, and the AI understands the page's purpose and completes the build and iteration, shifting from "humans adapting to software" to "AI understanding business needs" and reducing the store design barrier to zero.
The "ask-anything" business intelligence feature not only addresses the pain point of scattered information but also effectively expands how users interact with their store assets, moving from manual consolidation to AI-delivered results. The upgraded WAI supports intelligent search and reference around key business objects like orders, products, and customers. Powered by the underlying Skill orchestration, information retrieval evolves from "menu navigation" to "conversational access," allowing business data to flow faster into actual operational processes.
Furthermore, operational托管 capabilities delegate routine monitoring and repetitive operational tasks to AI. Following Xiaohongshu management, WAI has now added WeChat Moments management capabilities. The ChatBI attribution analysis feature enables deep dives into metrics like traffic, conversion rates, average order value, and product mix, with AI performing intelligent analysis and diagnosis to enhance decision quality.
In summary, this capability upgrade revolves around a complete operational loop—from store setup and information retrieval to lead follow-up, strategy adjustment, and automation of repetitive tasks. These capabilities work in concert, linking the entire merchant operational chain of "build-retrieve-follow-analyze-execute." Underpinning this is the systematic orchestration of retail know-how by the "Agent+Skills" architecture.
Xiao Feng commented, "For Weimob's WAI, this is not merely an iteration of product features but a dimensional elevation of Weimob's AI strategy. From the foundational upgrade of the Skill architecture, to comprehensive coverage of the 'people-goods-scene' value chain, to deep penetration into high-frequency scenarios like data analysis, high-value lead management, store decoration, and automated托管 operations, Weimob is evolving a 'tool-based SaaS' into an 'AI-native business operating system.'"
Commercialization Gains Momentum: AI Revenue Exceeds 100 Million, SaaS Value Reassessed
A fundamental shift is underway in capital market sentiment. Previous narratives of "AI吞噬 software" are being countered by the actual performance of SaaS companies, proving that "AI is an amplifier of SaaS value" rather than a "replacement." In the current narrative of "AI-empowered SaaS," Weimob, due to its significant progress in AI deployment and commercialization, has become one of the most compelling SaaS transformation case studies in this narrative reversal.
As noted by some analysts, AI is transitioning from a potential "substitute" for SaaS to an "enabler," and vertical SaaS platforms with deep industry know-how and underlying API orchestration capabilities are becoming the core vehicles for AI commercialization. In 2025, Weimob首次 disclosed that its annual AI-related revenue reached RMB 116 million, with a second-half sequential growth of 137.5%. The average monthly active merchant count for WAI grew 66.7% year-over-year, and core feature usage increased 77.8%. More critically, AI-related revenue now accounts for 13% of its SaaS subscription solutions revenue—a figure indicating AI has matured from a "nice-to-have" tool into a core engine driving SaaS business growth.
At the Weimob Day 2026 city summit, You Fengchun, Executive Director and Group President of Weimob Group, stated that under the "AI First strategy," Weimob is comprehensively integrating AI into its business foundation, covering core directions like AI+SaaS, AI+marketing, AI+global expansion, and AI To C. Currently, AI is not only reshaping Weimob's business form but is also poised to drive a transformation in its revenue structure. The current "Skill upgrade" of the technical foundation is laying a solid groundwork for this future business model shift. This implies that every future Skill invocation and every complex AI task will translate into quantifiable value delivery.
Weimob's 2025 annual report data shows that the number of merchants using the store setup Agent during the new customer delivery period increased 146.6% year-over-year, and the GMV driven by merchants using the sales associate Agent grew 30% year-over-year. During the 2025 Double Eleven promotional period, the leading apparel brand Qipai utilized WAI's sales associate Agent capabilities to help associates accurately identify high-value customers and drive conversions—high-value customers contributed a remarkable 70.6% of the GMV for Qipai's mini-program store.
This evidence demonstrates that when AI can genuinely "get work done," user stickiness and willingness to pay naturally increase. As "executable" AI gains market traction and merchant acceptance and usage of Agent capabilities rise, each invocation can be transformed into billable revenue, fueling explosive growth for Weimob's SaaS business.
Professional institutions in the capital market have acknowledged Weimob's AI commercialization progress. Multiple securities firms have recently issued research reports suggesting that "Weimob's AI commercialization has a high兑现度, and AI will become the core engine driving the company's long-term value reassessment."
A new market consensus is forming: it is not about AI吞噬 SaaS, but rather vertical SaaS leveraging AI to redefine its own value anchor, becoming the central vehicle for AI commercialization. With its profound industry know-how, comprehensive data assets across the value chain, and continuously evolving "Agent+Skills" technical system, Weimob is presenting a compelling case study of a vertical SaaS company thriving in the AI era.
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