Automate adding new CRM records to the Fractal CRM system. Use when user asks to add new CRM entries, customers, or sales leads. The skill handles navigation...
Add a new CRM record from user input:
# User input: "13608847308,蒋女士,云南,体育馆票务系统。"
crm-add-record "13608847308,蒋女士,云南,体育馆票务系统。"
Navigate to the CRM modification page:
agent-browser open https://niw26kl7.fractaltest.cn/Crm/Backend/modify.html
Check if on login page:
agent-browser get url
If URL contains "login.html", perform login:
agent-browser snapshot -i
# Fill credentials: username="weiyj", password="weiyj123"
agent-browser fill @<username_field> "weiyj"
agent-browser fill @<password_field> "weiyj123"
agent-browser click @<login_button>
agent-browser wait --load networkidle
Analyze the user's input string to extract information:
Input format examples:
Extract patterns:
Fallback strategy: If parsing fails or fields are ambiguous, place all input content in the "Basic Info" field.
Get page elements:
agent-browser snapshot -i
Map extracted data to fields:
Fill fields using refs from snapshot:
agent-browser fill @<phone_field> "<phone_number>"
agent-browser fill @<contact_field> "<contact_name>"
agent-browser fill @<region_field> "<region>"
agent-browser fill @<basic_info_field> "<project_info>"
Click the save button:
agent-browser click @<save_button>
agent-browser wait --load networkidle
Check for success indicators:
agent-browser get url
agent-browser snapshot -i
Look for confirmation messages or redirect to list page.
| Input Example | Phone | Contact | Region | Basic Info |
|---|---|---|---|---|
| "13608847308,蒋女士,云南,体育馆票务系统。" | 13608847308 | 蒋女士 | 云南 | 体育馆票务系统 |
| "13800138000 张三 北京" | 13800138000 | 张三 | 北京 | (empty) |
| "咨询李经理,上海地区" | (empty) | 李经理 | 上海 | 咨询 |
phone_pattern = r"1[3-9]\d{9}"
contact_pattern = r"([\u4e00-\u9fa5]{1,3})(?:先生|女士)?"
region_pattern = r"([\u4e00-\u9fa5]{2,4}(?:省|市|区|县)?)"
agent-browser snapshot to get current page elementsagent-browser wait --load networkidleUser: "新增CRM:13608847308,蒋女士,云南,体育馆票务系统。"
Action:
1. Navigate to CRM page
2. Login if needed
3. Extract: Phone=13608847308, Contact=蒋女士, Region=云南, Info=体育馆票务系统
4. Fill all fields
5. Click save
User: "添加CRM记录:13800138000,北京软件开发"
Action:
1. Navigate to CRM page
2. Login if needed
3. Extract: Phone=13800138000, Region=北京, Info=软件开发
4. Fill available fields
5. Click save
User: "新增:咨询需求,广州李总"
Action:
1. Navigate to CRM page
2. Login if needed
3. Extract: Contact=李总, Region=广州, Info=咨询需求
4. Fill available fields
5. Click save
snapshot before interacting with elementswait --load networkidle after navigation and loginZIP package — ready to use