ByteDance reorganizes B-end AI business: Feishu team merges with Doubao, and GTM moves to Volcano Engine

The monthly active user count for Tencent WorkBuddy reached 20.97 million visits in June, surpassing the combined portfolio of all Alibaba artificial intelligence products. This situation put pressure on DingTalk's new CEO, Chen Yusen, who decided to launch Qianwen Office within 46 days of consolidating three existing products.

Strategic Recognition and Priorities

Ma Nan personally praised WorkBuddy during Tencent's quarterly report, calling it the most widely used AI efficiency agent in China. Furthermore, President Martin Lau mentioned WorkBuddy three times in the same call, while Yuanbao was mentioned only once, signaling a strategic priority for Tencent.

WorkBuddy's Appeal

WorkBuddy's success is attributed to its integration with WeChat, including QR code login, mini-program integration, and setup without specialized knowledge. Non-technical employees use this tool for creating reports, presentations, coding, and participating in meetings. Tencent captured the ecosystem niche while Alibaba focused on internal competitive races, and ByteDance positioned Kouzi as a developer tool.

Limitations and Advantages of Ecosystems

However, WorkBuddy faces structural limitations when deeply penetrating the corporate sector. WeCom functions more as a customer communication tool rather than an enterprise workflow operating system. Core business data, approval processes, and organizational rights are handled in DingTalk or Feishu, not WeCom. Qianwen Office, conversely, can directly interact with ERP interfaces, approval mechanisms, and permission systems within the closed DingTalk ecosystem. This allows for tasks such as financial reconciliation requiring ERP inventory data, budget comparison, multi-level approval, and generation of payment orders, all within a single seamless process.

Comparative Analysis of Approaches

WorkBuddy is forced to extract data from external ERP systems, process it, and then write it back, creating an additional step, delay, and security risk for regulated industries. Meanwhile, DingTalk serves over 26 million enterprise organizations with deep workflow integration, despite the paid conversion rate remaining below 1%. The competitive dynamic is shifting from consumer feature competition to the depth of integration into corporate workflows. WorkBuddy's strategy, based on expanding the skills ecosystem and gradually introducing enterprise functions through partnerships with ZTE, Meituan, and Ping An Bank, represents a long-term peripheral approach. In contrast, Qianwen Office's strategy, focused on deep integration with DingTalk, aims for the position of an enterprise operating system, where AI becomes an integral part of every workflow—from expense reimbursement to hiring and sales analysis.

Future of the Office AI Market

The battle line runs between the advantage of WorkBuddy's consumer ecosystem and the depth of DingTalk's corporate integration. The ultimate winner will depend on which approach converts more effectively into paid corporate subscriptions. Tencent faces the challenge of gaining enterprise trust without an enterprise operating system infrastructure, whereas DingTalk struggles with the task of converting its massive base of free users into paying customers. Both approaches have yet to prove their effectiveness at scale for office AI agents, making the desktop office AI market the most significant strategic battleground in Chinese consumer-enterprise technology.

Three major Chinese tech giants—Alibaba, Tencent, and ByteDance—have simultaneously focused their efforts on one strategic goal: the desktop office AI agent. According to a report by the analytics firm Analysys for the second quarter of 2026, covering 17 main desktop AI agents, the total number of visits in June 2026 reached 60.62 million. Of this, the three leaders—Alibaba, Tencent, and ByteDance—collectively accounted for 56.22 million of these visits, leaving only 4.4 million for all other competitors.

AI Agent Market Dynamics

This data confirms that the platform economy applies to office AI agents, just as it did with browsers and search engines: users tend to install one primary desktop agent, which forms a natural oligopolistic dynamic.

Restructuring Company Portfolios

In July 2026, all three companies restructured their AI agent portfolios. Alibaba merged three existing products—QoderWork (for local desktop operations), Wukong (for corporate security and permissions), and MuleRun (for complex workflow templates)—into a single product tentatively named Qianwen Office. This project is led by Chen Yusen, the new CEO of DingTalk, a technical founder born in 1992 whose startup Chaitin Technology was acquired by Alibaba Cloud.

Tencent reportedly moved its QClaw product center team to the Cloud Products Department 6 and integrated it with WorkBuddy under unified management. ByteDance, meanwhile, transformed Doubao into its flagship office agent brand.

Prospects and Player Advantages

The Chinese AI agent market is projected to grow from 80.4 billion yuan in 2025 to 696.8 billion by 2030. The most convertible segment consists of single-employee companies requiring AI assistance as an assistant, accountant, or designer. Nearly 60% of users are willing to pay because increased office productivity provides a direct return on investment: saved time translates into earned money.

Alibaba's strategy under Chen Yusen involves integrating three layers: QoderWork acts as the interaction layer for natural language desktop control, Wukong serves as the permission layer operating within corporate security boundaries, and MuleRun functions as the execution layer for reusable workflow templates. This approach is similar to Anthropic's methodology, where Claude Chat, Claude Code, and Claude Cowork utilize one base model under a unified interface. The goal of the unified product is to eliminate user confusion, which previously forced customers to choose between three incompatible Alibaba products.

Tencent's advantage lies in its deep integration with the WeChat ecosystem and cloud services. WorkBuddy already maintains a close connection with Tencent Docs, WeCom, and Tencent Meeting, offering a corporate workflow deeply embedded in China's dominant business communication ecosystem, WeChat. ByteDance Doubao leverages the company's experience in recommendation algorithms and content generation. This three-way competition boils down to which company can offer the most comprehensive office experience, from the start of user intent to task completion. The outcome of this battle will likely determine the direction of enterprise software in China for the next decade, as the desktop agent becomes the primary interface for knowledge workers interacting with digital tools, replacing the traditional office suite model with an AI-centric workflow paradigm.