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WorkBuddy里的腾讯棋局

刘诗雨 2026-08-12 09:06
刘诗雨 2026/08/12 09:06

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本文核心介绍了腾讯今年主推的AI办公智能体WorkBuddy的发展现状、产品特点和使用相关干货,方便普通用户了解和使用。

1. 核心产品优势:WorkBuddy是面向普通白领的AI办公工具,无需部署下载就能用,支持混元、Kimi等多款大模型,还可对接飞书、钉钉、企业微信等第三方办公产品,兼容性比很多只支持自家大模型和生态的竞品更好。

2. 产品迭代快:上线四个多月迭代了52个版本,平均不到三天更新一次,早期的bug、功能不全问题快速补齐,现在已经新增了专家功能、项目多人协作、人机双写修改等功能,处理长任务的稳定性大幅提升。

3. 目前可薅的福利:当前平台推出免费送积分活动,新用户注册、邀请好友都能得积分,代码补全、自动任务等不少功能目前限时免费,适合想要体验AI提效的用户先试用体验。

本文梳理了腾讯推广WorkBuddy的全流程策略,以及当前AI办公赛道的消费趋势,能给品牌商做相关参考。

1. 品牌营销玩法:WorkBuddy作为腾讯内部战略级新产品,获得了全资源倾斜,马化腾亲自过问,六大事业群开绿灯,内部造势打出“新太子”声量;对外豪掷近亿元,在北上广深的地铁、电梯、社交媒体等打工人全场景投放广告,短时间打出极高声量。

2. 产品卡位策略:抓住AI Agent爆发的窗口期,瞄准当时同类产品都面向技术用户、普通白领门槛高的市场空白,主打低上手门槛,快速推出产品后高频迭代补短板,依托腾讯原有办公生态整合功能,比竞品提前一两个月做出完整产品体验,拿到先发优势。

3. 当前消费趋势:个人用户付费意愿分化,少部分愿意为提效支付每月百元左右的费用,多数用户对价格敏感,倾向免费使用;企业用户目前处于试水阶段,除提效外更关注AI使用的安全、权限、私有化管控等需求。

本文梳理了当前AI办公赛道的机会、可借鉴玩法和潜在风险,能给AI办公相关从业者参考。

1. 当前市场机会:AI办公处于爆发初期,用户已经被教育出付费意识,市场存在明显空白:早期多数Agent产品围绕技术用户设计,普通白领和企业端需要低门槛、易上手的产品,缺口较大,个人端和企业端都有可挖掘的付费空间。

2. 可学习的增长玩法:抓住窗口期先推出产品占位,再通过高频迭代快速补齐短板,比憋大招更适合当前赛道;差异化做开放兼容,支持多模型和第三方办公产品接入,比只绑定自家生态更容易获客;前期用免费积分、补贴拉新,配合大规模营销快速打出用户心智。

3. 风险与机会提示:当前赛道竞争已经白热化,阿里、字节都已经完成内部资源整合进场,先发优势只是暂时的;商业化难度较高,个人订阅很难做大规模,企业端没有成熟付费管道,需要长期教育市场;只有沉淀下用户数据和工作流程壁垒,才能在竞争中留存用户。

AI办公赛道的发展,能给工厂推进数字化转型、挖掘新商业机会带来不少启示。

1. 数字化工具打造启示:工厂开发或引入数字化工具,核心要做到简单好用,降低一线员工的使用门槛,很多数字化工具偏技术向,普通员工上手难度高,很难真正用起来落地提效,对标WorkBuddy的低门槛策略,更容易获得员工接纳。

2. 数字化落地启示:做新的数字化工具不用追求一步到位,可以先推出可用版本再快速迭代,根据一线使用反馈快速补bug加功能,WorkBuddy四个月迭代52个版本的节奏,快速补齐了产品短板,这种模式比慢工出细活更适合数字化转型初期。另外开放兼容现有常用系统,比强制替换原有工具更容易落地。

3. 商业与效率机会:工厂可以直接用AI办公工具提效,比如处理上百页的生产数据、做设计图、整理采购合同都能大幅压缩时间,原本一周的工作可以缩短到半天完成,降本提效空间明显;有能力的工厂还可以基于通用AI工具开发适配自身生产流程的定制功能,进一步优化内部运营。

本文梳理了AI办公服务赛道的行业趋势、客户痛点和可行解决方案,对AI办公相关服务商有较高参考价值。

1. 行业发展趋势:AI Agent是当前AI落地办公的核心方向,赛道已经从概念验证进入产品竞争和商业化探索阶段,互联网巨头都已经重兵投入,竞争快速升温;产品竞争已经从基础大模型能力比拼,转向功能细节、生态整合和企业端管控能力的比拼,单纯拼模型能力很难拉开差距。

2. 核心客户痛点:个人C端用户核心痛点是使用门槛高、价格敏感,需要低上手成本、有免费试用空间的产品;企业B端用户的痛点不止是提效,更核心的是需要管控AI使用,满足数据安全、权限管理、私有化部署、系统集成的需求,需要AI能融入现有工作流程,而不只是一个单点工具。

3. 可行解决方案:采取先占位再优化的快速迭代策略,抓住市场窗口抢占用户;做开放生态,支持多模型接入和主流办公系统对接,打造差异化优势;针对企业端打造统一协作空间和后台管控能力,帮助企业沉淀自身工作流程和数据,构建用户粘性。

本文围绕WorkBuddy的发展,梳理了AI办公赛道用户对平台的需求、可行运营策略和需要规避的风险,给相关平台商参考。

1. 市场对AI平台的核心需求:C端用户需要低门槛、免部署的AI办公产品,要求能对接多类大模型和自身常用的办公工具;B端企业用户除提效外,还需要平台提供AI使用管控能力,包括额度管理、安全审计、权限分配、私有化部署,满足企业合规和数据安全要求。

2. 可行的平台运营做法:对潜力新产品可以倾斜内部资源,快速扩团队、开绿灯支持发展,抓住市场窗口快速推出产品;保持高频迭代,根据用户反馈快速补齐产品短板;前期通过免费补贴、全场景营销投放快速拉新,抢占用户心智;依托自身原有生态整合能力,优化产品体验,构建先发优势。

3. 需要规避的风险:不要只追求流量声量,要重点关注用户留存和商业化验证;要尽快构建自身壁垒,帮助企业沉淀工作流程和数据,避免产品功能被竞争对手复制赶超;不要长期依赖烧钱换流量,要提前探索可持续的付费模式,避免陷入烧钱大战却无法变现的困境。

本文梳理了国内AI办公Agent赛道的最新发展动向、存在的核心问题和商业模式探索情况,对产业研究有较高参考价值。

1. 产业最新动向:AI办公Agent已经成为国内互联网巨头AI竞争的核心赛道,腾讯凭借WorkBuddy拿到了阶段性先发优势,阿里、字节都已经完成内部资源整合,分别依托钉钉入口和飞书+豆包生态重兵进场,AI办公大战已经一触即发;当前产品竞争逻辑发生变化,从模型能力比拼转向产品体验、生态兼容性和企业管控能力的比拼,开放生态比绑定自家生态更有先发优势。

2. 产业新问题:当前AI办公的商业化路径还未完全跑通,个人用户订阅付费很难形成规模化生意,企业端没有现成的成熟付费管道,需要重新教育市场,整体变现难度较高;先发的流量优势不代表稳定壁垒,产品功能容易被复制,核心壁垒只能依靠企业用户的工作流程和数据沉淀,目前多数产品还未完成壁垒构建。

3. 商业模式探索:当前主流尝试包括个人积分付费、企业坐席制付费,WorkBuddy的潜在长期商业模式是成为企业调用AI的入口,带动背后模型、算力、安全、云服务等业务变现,这一模式还处于早期探索阶段,有待后续市场验证。

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Quick Summary

This article centers on the development status, product features and practical tips of Tencent's AI office agent WorkBuddy, its key flagship AI product for 2024, to help general users understand and adopt the tool.\n1. Core product strengths: WorkBuddy is an AI office tool built for the average office worker. It requires no local deployment or downloads to use, supports multiple major large language models including Tencent's Hunyuan and Moonshot AI's Kimi, and integrates with third-party office platforms including Feishu, DingTalk and WeCom. This gives it stronger compatibility than most competitors that only support their own in-house large models and closed ecosystems.\n2. Fast product iteration: In just over four months since launch, WorkBuddy has rolled out 52 versions, averaging an update every less than three days. Early bugs and missing features have been addressed rapidly, with new additions including expert mode, multi-user project collaboration, and human-AI co-editing functionality. The stability of long-task processing has also improved significantly.\n3. Current user benefits: The platform is currently running a free points promotion: new users earn points for signing up and referring friends, and many premium features including code completion and task automation are currently available for free for a limited time. This makes it a good option for users looking to test out AI-powered productivity tools.

This article breaks down Tencent's full go-to-market strategy for WorkBuddy and maps out current consumption trends in the AI office track, offering insights for brands.\n1. Brand marketing approach: As a strategic priority product for Tencent, WorkBuddy has received full company-wide resource support, with direct oversight from Pony Ma, greenlight approval across Tencent's six business groups, and internal hype that has labeled it the company's "new rising star" product. Externally, Tencent has spent nearly 100 million RMB on marketing across worker-centric touchpoints including subways, office elevators and social media in first-tier cities, building massive brand awareness in a short period.\n2. Product positioning strategy: WorkBuddy capitalized on the AI Agent boom to target a clear gap in the market: most existing competing products at launch catered exclusively to technical users, with high barriers to entry for general office workers. By focusing on low-friction usability, launching early with frequent iteration to fix gaps, and building on Tencent's existing office ecosystem to integrate features, WorkBuddy delivered a complete product experience one to two months earlier than competitors, securing first-mover advantage.\n3. Current consumption trends: Willingness to pay among individual users is sharply split: a small share of users are willing to pay around 100 RMB per month for productivity gains, while most are price-sensitive and prefer free offerings. Enterprise users are still in the trial phase, and beyond productivity gains, they prioritize requirements around AI usage security, access permissions and private deployment control.

This article outlines opportunities, replicable strategies and potential risks in the current AI office track, offering guidance for industry practitioners.\n1. Current market opportunities: The AI office industry is in the early stages of rapid growth, and users have already developed basic awareness of paid products. There is a clear market gap: most early AI Agent products were built for technical users, while there is large unmet demand from general office workers and enterprises for low-threshold, easy-to-use tools, with monetization potential in both the consumer and enterprise segments.\n2. Replicable growth strategies: Launching an early product to claim market position and rapidly iterating to fix gaps is a better approach for the current track than waiting to launch a perfect final product. Differentiating through open compatibility — supporting multiple models and integrating with third-party office tools — helps acquire users more effectively than locking customers into a closed in-house ecosystem. Early-stage free points and user subsidies, paired with large-scale marketing, can quickly build user mindshare.\n3. Risk and opportunity notes: Competition in the track is already heating up rapidly, with both Alibaba and ByteDance having completed internal resource integration to enter the market, meaning first-mover advantage is only temporary. Commercialization remains challenging: individual subscriptions are hard to scale, and there is no mature paid sales pipeline in the enterprise segment, requiring long-term market education. Only companies that build moats around accumulated user data and integrated workflows will be able to retain users amid intensifying competition.

The growth of the AI office industry offers useful insights for factories advancing digital transformation and exploring new business opportunities.\n1. Insights for developing digital tools: When developing or adopting digital tools, factories should prioritize simplicity and ease of use to lower barriers for frontline workers. Many existing digital tools are overly technical and difficult for ordinary staff to adopt, so they never deliver the expected productivity gains. Following WorkBuddy's low-threshold strategy makes it far easier to get employee buy-in and drive actual adoption.\n2. Insights for digital implementation: New digital tools do not need to be perfect on launch. Factories can launch a minimum viable version first, then iterate rapidly to fix bugs and add features based on frontline feedback. WorkBuddy's pace of 52 iterations in four months allowed it to quickly address product gaps, and this approach is more suited for early-stage digital transformation than the traditional "slow and steady" method. In addition, building open compatibility with existing commonly used systems is easier to implement than forcing teams to replace all their existing tools.\n3. Efficiency and business opportunities: Factories can directly use AI office tools to boost efficiency: processing hundreds of pages of production data, creating design drafts, and organizing procurement contracts can all be completed in a fraction of the original time, cutting what would take a full week to half a day, creating significant room for cost reduction and efficiency gains. More capable factories can also develop custom features adapted to their own production processes on top of general-purpose AI tools to further optimize internal operations.

This article summarizes industry trends, core customer pain points and actionable solutions for the AI office services sector, offering high-value insights for service providers.\n1. Industry development trends: AI Agents are the core direction for AI adoption in office scenarios today. The track has moved beyond proof of concept to enter the product competition and commercial exploration phase, with Chinese internet giants all committing major resources to the space, driving rapid intensification of competition. Product competition has shifted from a race of base model capabilities to a competition of feature refinement, ecosystem integration and enterprise-side governance capabilities, and competing purely on model performance is no longer enough to create a meaningful gap over rivals.\n2. Core customer pain points: For individual consumers, the core pain points are high usage barriers and price sensitivity, creating demand for products with low onboarding costs and free trial options. For enterprise clients, productivity improvement is not the only priority. Their core need is the ability to govern AI usage, meeting requirements for data security, access permission management, private deployment and system integration. They need AI to fit into existing workflows, rather than acting as a disconnected standalone tool.\n3. Actionable solutions: Adopt a "position first, optimize later" rapid iteration strategy to capture market share during the current window of opportunity. Build an open ecosystem that supports multiple model access and integration with mainstream office systems to create a differentiated competitive advantage. For enterprise clients, build unified collaborative workspaces and backend governance capabilities to help enterprises accumulate their own workflows and data, and build strong user stickiness.

This article analyzes user demand for AI office platforms, actionable operating strategies and risks to avoid, drawing on the development of WorkBuddy to offer insights for platform operators.\n1. Core market demand for AI platforms: C-end users demand low-threshold, zero-deployment AI office products that can connect to multiple large models and integrate with their daily-used office tools. For B-end enterprise clients, beyond productivity gains, they require platforms to provide AI usage governance capabilities including quota management, security auditing, permission allocation and private deployment to meet corporate compliance and data security requirements.\n2. Actionable platform operating practices: Allocate internal resources to high-potential new products, expand teams quickly and streamline approval to support development, to seize the market window and launch products rapidly. Maintain a high-frequency iteration cycle to address product gaps quickly based on user feedback. Use early-stage free subsidies and full-scenario marketing to acquire new users quickly and capture user mindshare. Leverage existing in-house ecosystem integration capabilities to improve product experience and build first-mover advantage.\n3. Risks to avoid: Do not prioritize traffic and buzz at the expense of user retention and commercial validation. Work to build proprietary moats as soon as possible by helping enterprises accumulate workflows and data, to avoid having product features easily copied by competitors. Do not rely on expensive user acquisition for the long term; explore sustainable monetization models early to avoid getting trapped in a money-burning war with no path to profitability.

This article summarizes the latest developments, core challenges and business model explorations in China's AI office Agent track, offering valuable insights for industry research.\n1. Latest industry developments: AI office Agents have become a core competitive track for China's leading internet giants. Tencent has gained a phased first-mover advantage with WorkBuddy, while Alibaba and ByteDance have both completed internal resource integration and entered the market with heavy commitments, leveraging the DingTalk portal and the Feishu-Doubao ecosystem respectively. A mass market AI office battle is imminent. The logic of product competition has shifted: from competing on model performance to competing on product experience, ecosystem compatibility and enterprise governance capabilities, and open ecosystems currently hold a first-mover advantage over closed in-house ecosystems.\n2. Core industry challenges: The commercialization path for AI office products has not yet been fully proven. Individual subscription payments are difficult to scale into a large sustainable business, there is no mature existing sales pipeline for enterprise clients, and market education is still required, making overall monetization very challenging. Early traffic advantage does not equal stable moats, as product features can be easily copied by competitors. The only sustainable core moat comes from accumulated enterprise workflows and user data, and most current players have not yet built these barriers.\n3. Business model exploration: The most common current monetization experiments include points-based payments for individual users and seat-based subscriptions for enterprises. WorkBuddy's potential long-term business model is to act as an enterprise entry point for AI access, driving monetization of back-end products including models, computing power, security services and cloud services. This model is still in the early exploration stage and remains to be validated by the market.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

WorkBuddy无疑是腾讯今年升咖最快的产品。

今年3月,它还是腾讯云里一个十几人团队,基于腾讯云代码助手CodeBuddy爆肝出来的支线产品。

几个月后,马化腾亲自过问,团队扩至百人规模,腾讯六大事业群一路开绿灯。腾讯内部员工甚至称它为「新太子」,开始讨论它能否继QQ、微信公众号等现象级产品之后,进入腾讯的名品堂。

WorkBuddy是一款面向普通白领和知识工作者的AI办公智能体,在今年「龙虾潮」中踩着OpenClaw上位,可以通过对话帮用户处理日常办公、代码开发、设计创意等工作。

在帮WorkBuddy「镀金」上面,腾讯也是豪掷千金。围绕核心打工人的日常动线,从上下班坐的地铁,到上下楼挤的电梯,再到摸鱼时刷的社交媒体,都可见WorkBuddy的广告。有媒体测算,仅北上广深四座一线城市的线下投放,整体费用便接近亿元。

不出意外的话,腾讯2026年Q2财报中,WorkBuddy将有浓墨重彩的一笔。在此前的Q1财报中,腾讯称,以日活跃账户数计算,WorkBuddy已经成为中国使用最广的效率AI智能体服务。

这阵仗,把腾讯自家的元宝衬托得越发落寞。

凭借WorkBuddy,腾讯仿佛将在AI上焕发第二春。但营销撑起来的访问量仅能证明场面热闹,不能证明有多少人愿意留下且付钱。

WorkBuddy还需要回答更核心的问题,这把火如何烧出收入?

01 WorkBuddy抢出了时间

AI办公应用拼到最后,评判标准只剩四个字:简单好用。

WorkBuddy刚出道时,显然还配不上。

《降噪NoNoise》曾在《腾讯赶龙虾上架》中写过,早期WorkBuddy略显毛坯:语言切换会出错,工作目录必须放在C盘,Windows适配和运行稳定性也问题不断……

按照一般软件的命运,它很可能在第一次报错后,就被用户塞进桌面某个角落,但WorkBuddy赶上了Agent爆发的窗口期。

彼时,OpenClaw引发的「龙虾潮」让人心潮澎湃。OpenClaw、Claude和Codex让越来越多人第一次直观意识到:AI不只会回答问题,也可以替人干活。

问题是,当时多数「能干活」的Agent仍然围绕技术用户设计。OpenClaw需要部署,Coding Agent离不开命令行,海外产品还涉及账号、支付、API和使用环境。普通白领刚准备给AI派活,AI先递来了一张入职考试卷。

WorkBuddy恰好填上了这段空白。腾讯基于CodeBuddy已有的技术底座,很快做出一个无需部署、下载便能使用的桌面Agent。它未必是当时能力最强的一只「虾」,却足够容易上手。

上线四个多月,WorkBuddy迭代了52个版本,平均不到两三天一次。从产品推出便开始使用WorkBuddy的小明体感也是如此:功能没有突然脱胎换骨,但缺什么补什么,Bug也一个接一个地修。

甚至有时会出现同一天更新两个小版本的情况

最早的WorkBuddy只有一个通用窗口,文档、开发和设计混在一起,专家功能也尚未上线。后来,它逐渐拆分出文档处理、应用开发和设计创意,又陆续增加专家、专家团和自定义专家。

最明显的变化还是能不能干活。

早期运行长任务时,小明经常在旁边摸鱼,回来才发现WorkBuddy不知道什么时候也摸起了鱼,任务已经报错中断。如今审查一份复杂合同仍可能耗费40分钟,但至少多数时候能够坚持到「交卷」。

这也是WorkBuddy与同期「龙虾」逐渐拉开差距的地方:腾讯是先把产品推上牌桌,再快速补齐短板。

在补齐基础能力的同时,腾讯还往上堆加办公产品的细节。

「专家」负责固化资料和流程,「项目空间」负责多人协作,「人机双写」则解决AI做完文件后、人还要继续修改的问题。现在用户可以直接在WorkBuddy里修改,也能圈选局部让AI继续调整。

这项能力来自WorkBuddy与腾讯文档团队的协作,也是腾讯原有办公生态变成产品体验的一个例子。

一名腾讯员工认为,专家团、项目空间、人机双写等功能,让WorkBuddy在产品完整度上领先部分同类产品一两个月。

一名同时接触多家AI办公产品的销售也提到,现阶段部分竞品基础能力已经不差,真正让他们头疼的是功能细节:不怕你的基础功能全,就怕别人的花样多。

在向外兼容上,WorkBuddy可以用混元、GLM、MiniMax、Kimi、DeepSeek等多款大模型,甚至可以配置自定义模型,千问办公和豆包目前仅支持阿里和字节自家的大模型;在各类应用打通上,WorkBuddy可以接入飞书、钉钉和企业微信,阿里和字节的产品暂时只支持自家的办公应用。

至少在产品补齐速度上,WorkBuddy抢出了一点时间差。

在产品之外,腾讯还在用自己最熟悉的互联网增长手段,为这位打工人的「AI下属」补贴上岗。免费版送积分,新用户注册有积分,邀请好友继续送积分,Hy3模型限时免费,代码补全、自动任务和部分模型调用也在限免。

因此,WorkBuddy能够从一众AI办公软件里冒头。

只是眼下,腾讯仍在替这位「AI下属」承担不少「上岗成本」。下一道题是,它的工资最终该由谁来发?

02 谁为AI办公买单?

WorkBuddy已经证明,AI办公确实能在部分场景提高效率。

一名机场工程师告诉《降噪NoNoise》,他曾把300多页的数据文件交给WorkBuddy,摘录、统计、制图再做到PPT,原本估计需要一周,最后半天左右完成。

但员工提效不等于企业降本。只有当效率最终变成少招人、团队接更多业务,或者缩短交付周期,它才会从员工的体感,变成财务部门看得见的ROI。

这也是中国办公软件长期不太性感的原因。

基础办公工具早已被大厂竞争压到低价甚至免费;员工觉得好用,真正付款的却是老板和企业IT;中小企业预算有限,大客户肯花钱,又附带安全、权限、私有化和系统集成……

办公软件从来不缺价值,难的是把零散的提效变成一张能推动续费的账单。

WorkBuddy现在也要过这一关。

目前,个人用户已经出现零星付费情况。前述工程师每月花70元,他认为如果效率真能提升20%—30%,价位在100—200元也可以接受。

但我们接触的多数受访者仍在免费使用,甚至有用户一边称赞WorkBuddy产品用心,一边签到薅积分,接第三方模型的API使用,问就是WorkBuddy的积分太贵。

虽然AI普遍提升了人们的付费意识,但不代表个人订阅能成为一门规模生意。

白领摸鱼的钱不好赚,企业的钱也存疑。

WorkBuddy企业版目前依然按照SaaS熟悉的坐席制收费方式,分为旗舰版和专有云企业版,两者每席每月都包含2000积分。

据我们了解,目前很多企业仍处于试水状态。如某头部证券公司先买了30个坐席测试,随后又追加到100个。另有企业先买入坐席由技术部门测试,后续向不同部门少量分发。

在AI办公能力的商业化设计上,硅谷的微软和谷歌提供了两种参考:前者把Copilot作为高价AI席位单独销售,后者则把Gemini更多地并进WorkSpace套餐。

不过,它们早就拥有成熟的办公入口和企业付费关系,而WorkBuddy没有这条现成的收费管道。

腾讯有企业微信、腾讯文档和腾讯云的家底,但仍要重新说服客户:这是一笔值得持续投入的成本。

当然,腾讯真正在意的或许并不是单一的AI办公市场。

如果说通用AI助手是C端生产力的一个入口,办公就是企业端的入口。目前,WorkBuddy企业版已经加入模型和额度管理、安全、审计、权限、私有化等能力。企业买的不只是员工「能不能用AI」,还包括「公司能不能管住AI」。

再往后,如果WorkBuddy成为企业调用AI和内部数据的入口,模型、算力、知识库、安全和腾讯云都有机会跟着进来。

这是一个更底层的机会,也是其他大厂在AI办公层面奋起直追的一个原因。

03 想留住办公用户,暂时领先还不够

现在,WorkBuddy最不缺的便是声量,但很难说热度能带来多大的收益。

这点从WorkBuddy薛定谔的月活、日活上能窥见一些端倪。

目前市场上关于这点的说法纷杂。腾讯内部销售向企业端客户介绍时多引用易观数据,称WorkBuddy上线当月的PC端访问量约885万次,6月达到2097万次,超过第二、第三名之和。

需注意,此统计为访问量而非月活与日活。在日活上,姚顺雨在今年7月接受采访时表示,WorkBuddy已经拥有上百万日活用户,算是目前最权威的说法。

同月,据AI产品榜测算,WorkBuddy APP的月活约217万。另有媒体报道,WorkBuddy月活在2000万级别,日活则在百万级别。

作为对比,今年7月,Open AI发布的Codex和ChatGPT Work的月活突破1000万。

新品上线、免费补贴、大规模营销,都能在短时间内把曲线顶起来,但决定一款办公产品有没有站稳脚跟的还是留存率。

腾讯对此并不陌生。今年初,元宝曾借营销快速冲高声量,但随着千问投入更猛烈的营销,元宝很快便没了动静。

尤其是,腾讯自己的底模并不占明显优势。

算法工程师秋风告诉《降噪NoNoise》,解决问题的能力才是Agent的硬门槛。当模型和产品形态逐渐趋同,差距会更多藏在Harness、System Prompt和Skills里。能不能把一类任务的原则和工作流程抽象出来,往往决定了同一个模型最后能把活干到什么程度。

诚然,办公软件一旦进入日常工作流,重新找替代品、适应操作,本身就是成本。但项目文件可迁移,Skills可复制,模型可更换。真正难迁移的,是组织围绕工具建立起来的数据、权限和流程。

据我们了解,WorkBuddy正在朝这个方向发力。有AI办公销售代理介绍,企业可以把同事和多个Agent放进同一个项目空间,共享任务、中间文件、Skills和连接器;后台还可以统一管理数据安全、磁盘权限、网络黑白名单,并保留对话、任务执行和工具调用日志。

已经有公司开始把自己的工作方法塞进去。一名所在公司统一采购WorkBuddy的白领告诉我们,公司IT部门会根据内部需求开发Skills,再交给员工使用,其中包含公司的工作规则和资料,员工则通过企业微信账号登录。

但这堵墙还没砌完,追兵已经到了。

最近,阿里和字节都在收拢AI办公业务。阿里把原本分散在QoderWork、悟空、MuleRun等团队里的Agent能力整合进「千问办公」,并交由钉钉CEO陈宇森统一负责。千问办公7月底开始测试,随后上线桌面端,后续还将进入钉钉。

字节将飞书产品团队与豆包团队整合,飞书GTM也并入火山引擎的To B销售体系;同时内测的豆包企业版,已经开始原生接入飞书文档、表格、会议和群聊。

目前两家的手牌不比腾讯少。阿里的优势是钉钉的企业入口和阿里云长期积累的To B客户。截至2026年3月底,阿里披露已有超过783万家企业和组织在钉钉上采用或集成AI能力。字节则连着豆包的大量个人用户,并且握着飞书的协同办公场景,再由火山引擎承接模型和企业商业化。

一位AI创业者表示,WorkBuddy目前只是「暂时领先」。他近期体验千问办公后觉得,虽然产品仍不稳定,但整体已经「没有比WorkBuddy差很多」,PPT效果甚至超过预期。

上一轮AI助手大战已经证明,坐上流量主桌不等于拿到商业化的席位。如今AI办公大战一触即发,腾讯今天砸下的真金白银,若沉淀不成收入和壁垒,恐怕也只是抢到一张烧钱大战的入场券。

注:文/刘诗雨,文章来源:降噪NoNoise,本文为作者独立观点,不代表亿邦动力立场。

文章来源:降噪NoNoise

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FAQ回顾

WorkBuddy是什么?

WorkBuddy是腾讯推出的面向普通白领和知识工作者的AI办公智能体,可通过对话帮用户处理日常办公、代码开发、设计创意等工作。截至2026年Q1,以日活跃账户数计算,它已成为中国使用最广的效率AI智能体服务。

AI办公智能体WorkBuddy有哪些核心优势?

WorkBuddy无需部署下载即可使用,兼容混元、GLM、MiniMax、Kimi等多款大模型,可接入飞书、钉钉、企业微信,支持专家团、项目空间、人机双写等功能,产品迭代速度快,功能细节完善度领先部分同类产品。

AI办公软件当前的付费转化难点有哪些?

AI办公软件个人用户付费意愿普遍偏低,多依赖免费积分福利;企业端客户多处于试水阶段,需要满足安全、权限、私有化、系统集成等多重要求,员工零散提效难以转化为企业可感知的ROI,付费转化难度较高。

国内AI办公赛道的主要参与者有哪些?

国内AI办公赛道主要参与者包括腾讯WorkBuddy、阿里千问办公、字节豆包企业版。阿里依托钉钉企业入口和阿里云To B客户资源,字节手握飞书协同办公场景和豆包C端用户资源,当前正快速追赶腾讯。

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