On July 30, an internal email from ByteDance jolted the industry awake: the Feishu product team was merged into the Doubao product team to form a new Doubao product team, uniformly led by Doubao head Zhao Qi, and Feishu head Xie Xin’s reporting line accordingly changed to Zhao Qi. This is the largest operation ByteDance has performed on its ToB business since it implemented a business-segment structure in 2021. Before the scalpel was even put away, the product landed. On August 25, Doubao Work — an enterprise-level Agent aimed at productivity scenarios — was officially released, deeply integrated with Feishu; this was the first answer sheet handed in after the integration of the Feishu and Doubao teams.
Feishu “Split in Two,” Doubao Takes the Main Table
First let’s make the adjustment plan clear. Feishu, which had run independently for nearly ten years, was formally split apart: the product goes to Doubao, and sales goes to Volcano Engine. 36Kr’s commentary put it very directly — this may be the most important day since Feishu’s birth ten years ago; over the past decade ByteDance’s organizational center of gravity was only Douyin, and now the company’s organizational structure is beginning to be comprehensively rearranged around Doubao.
On the product side, the Feishu product team merged with the Doubao product team, and Xie Xin reports to Zhao Qi. On the commercialization side, Feishu’s GTM team — including marketing, sales, and customer service — is integrated with Volcano Engine, and the newly established organization, called the “Creativity Service Platform,” uniformly handles the marketing, sales, and customer service of ByteDance’s cloud services such as MaaS and SaaS, headed by Volcano Engine chief Tan Dai, with Feishu sales head Lin Chan and strategy-and-marketing head Shi Zhijun reporting to him.
ByteDance subsequently stated its position: Feishu’s existing products and services remain unchanged, but there will be deeper product collaboration with Doubao in productivity scenarios. To sum it up in one sentence: Feishu, once an independent segment on par with Douyin and Volcano Engine, has had its product packed into Doubao and its sales packed into Volcano Engine — the brand is still there, but the command has changed hands.
Why Did ByteDance Act at This Time?
A look at a few sets of data makes it clear.
First look at Doubao’s momentum. According to ByteDance’s disclosure, as of June this year, the Doubao large model’s average daily token call volume broke through 180 trillion. QuestMobile’s mid-year report shows that Doubao’s monthly active users reached 382 million, more than the second-place Tongyi Qianwen and the third-place DeepSeek combined. On a July average-consumption basis, ByteDance’s large-model business ARR has reached USD 4 billion, exceeding the combined total of other domestic model companies. In IDC’s rankings, Volcano Engine ranks first in China’s public-cloud MaaS market share.
Now look at Feishu itself. According to a report by Caijing, Feishu’s 2025 revenue exceeded RMB 3 billion (approx. USD 442 million), and its revenue in the second quarter of 2026 grew more than 100% year-on-year; information from 36Kr shows that since the start of 2026, more than 90% of Feishu’s newly added customers simultaneously purchased AI products, and at this pace, Feishu is expected to become the revenue leader in China’s enterprise collaboration market within 2026.
With the two sets of data placed side by side, ByteDance’s calculation is actually quite plain. Doubao holds the largest consumer-side AI user base and the strongest model-call scale in the country, but consumer-side monetization is slow; Feishu holds a collaborative-office channel that reaches the B-side directly and monetizes smoothly, but the growth of purely selling office tools is peaking, and AI is the new reason for enterprises to pay. Put simply and plainly: let the already-validated B-side commercialization channel take on the technological momentum of consumer-side AI.
There is also a very practical issue. In the past, Feishu had one sales force and Volcano Engine had another, so the same enterprise customer might face three different ByteDance people at once: one selling Feishu, one selling cloud, and one selling models. Three sets of pricing logic, three kinds of customer relationships, with resources fighting one another. The Creativity Service Platform merges all of ByteDance’s windows facing enterprise customers into a single outlet: one customer, one window, one solution. In doing ToB, how to sell is often harder than what to make, and this time ByteDance chose to do it in one step.
Doubao Work: The First Answer Sheet After the Merger
Doubao Work, which debuted on August 25, is positioned as an enterprise-level Agent aimed at productivity scenarios, and it is the first heavyweight product to land after the integration of the Feishu and Doubao teams.
What can it do? The functions officially disclosed can be viewed in three layers.
The most basic layer is autonomously running through complex workflows. Writing proposals, organizing meeting minutes, drafting reports, doing research, pulling together spreadsheets, and analyzing data — Doubao Work can break down goals on its own, call tools, and continuously push forward, and can also generate and edit images, videos, web pages, and even applications. The product also has a detail — “change whatever you point at” collaborative editing, where the user box-selects any part of the generated content they are dissatisfied with and edits it directly, without having to redo the whole thing, saving both computing power and time.
The second layer is cross-software execution and long-task endurance. Once authorized, it can directly operate the browser and computer, completing data processing, web-information collection, form-filling, and data comparison across software; long-running tasks are handed to a cloud computer, so even if the local machine is shut down they are not interrupted, and a person can remote-control it via phone while out. It also supports calling skills, connectors, and multiple specialized Agents — with data analysis, content planning, scientific research, and finance each having their specialties — which can form a “work squad” to divide labor and get things done.
The third layer is the real differentiator — integration with Feishu. After logging in with a Feishu account, Doubao Work can inherit enterprise knowledge and context within the scope of permissions, calling on the chat records, documents, meeting minutes, and schedules accumulated in Feishu, and the content produced is then deposited back into Feishu for reuse. On security, it inherits Feishu’s existing permission system, so users can only read data within their own permissions, with full-chain coverage of device access, permission settings, quota control, data encryption, and operation auditing. Huxiu noted that it has already become one of the first office agents in the country to pass dual certification of office-agent capability and cloud-based benchmark testing.
At present, the desktop version of Doubao Work is already open for download on the official website, and new users who download and log in or upgrade can receive 30 days of subscription benefits.
In fact, the groundwork for the merger was laid long ago. A month earlier, Doubao’s chat function could already add Feishu friends, and the accounts had been connected; the Doubao Enterprise Edition, in which the Feishu product team was deeply involved, had also previously been internally tested among some Feishu customers, natively connecting scenarios such as documents, spreadsheets, meetings, and group chats.
Not ByteDance Alone: Major Companies Collectively Restructure the AI Work Entrance
ByteDance’s move is not an isolated case. To lay out a timeline: on July 20, Tencent adjusted the business and part of the team related to the QClaw product center into the Sixth Cloud Products Department — that is, the parent department of the AI office agent WorkBuddy; on July 21, word came that Alibaba was integrating three Agent products — QoderWork, Wukong, and MuleRun — into “Qianwen Office,” handing it to DingTalk’s newly appointed CEO Chen Yusen; on July 30, it was ByteDance’s turn. In less than ten days, three major companies successively completed organizational restructuring and product-line consolidation.
The demand side is equally hot. Analysys’s “2026 Q2 China Office Agent Platform Market Insight Report” shows that in June this year, the combined visit volume of 17 mainstream desktop-side AI-native office agents in the country had already broken through 60 million.
Looking a bit further afield, “AI chat applications absorbing vertical capabilities” is already a global path. After OpenAI merged its programming application Codex into ChatGPT, its user scale expanded more than sevenfold within 5 months. Doubao integrating Feishu takes the same road — the chatbot serves as a super entrance, vertical scenarios are packed in, and it eventually grows into a super AI application.
The underlying logic of competition is also switching tracks. Entering 2026, the contest among large-model vendors has already shifted from parameter scale to Agents landing in specific business scenarios. The reasoning is not complicated: if every time employees use AI they have to leave their current work environment and re-explain the background all over again, then AI will never enter the deep waters of cross-departmental collaboration. The data, knowledge assets, and organizational processes that enterprises accumulate over the long term require AI to embed itself into real business flows. Feishu provides the site where tasks occur and the knowledge constraints, while Doubao is responsible for understanding tasks and calling tools to do the work — and this is exactly the story Doubao Work tells.
For ByteDance, this integration is a strategic vote cast through organizational structure: rather than building a separate “office version of Doubao,” it makes Doubao a native capability within Feishu, letting users encounter AI within an application they are already familiar with. Doubao handles thinking, Feishu handles scenarios and accumulation, and Volcano Engine handles the computing-power backstop and the sales channel; the closed loop of “model + tools + scenario” is thus formed, directly benchmarked against the integrated office ecosystem of Microsoft Copilot and Office 365.
Three things are worth watching next: Doubao Work’s enterprise-level paid conversion, and whether it can catch the traffic momentum of 382 million monthly active users; the Creativity Service Platform, and whether it can digest the pains of merging three sales systems; and how to bridge the differences in interaction habits between Feishu’s old users and Doubao’s new users.
The race in AI office work has already changed from “whose model is smarter” to “who can weave AI into the enterprise’s daily routine the fastest.” Only when “open Feishu and let Doubao handle it for me” becomes the instinctive reaction of working professionals will AI truly have started clocking in for work.
[Disclaimer]: The above content reflects analysis of publicly available information, expert insights, and BCC research. It does not constitute investment advice. BCC is not responsible for any losses resulting from reliance on the views expressed herein. Investors should exercise caution.