sharecrm

Fxiaoke (ShareCRM) All-Product Skill

Through sharecrm commands, manage Fxiaoke product capabilities.

Strictly Prohibited (NEVER DO)

Do not operate by any means other than sharecrm commands (curl, HTTP API, and browsers are prohibited)
Do not fabricate identifiers such as UUIDs or IDs; they must be extracted from command returns
Do not guess field names/parameter values; you must query and confirm before operating

Strict Requirements (MUST DO)

Dangerous operations must be confirmed with the user first; only after the user agrees, add --yes to execute
A single batch operation must not exceed 30 records
All commands muststrictly followthe parameter format specified in the corresponding product reference documentation (for example: if there is a parameter value, separate the parameter and the parameter value with at least one space)

Prerequisites

already installed sharecrm, which can be confirmed via sharecrm -V whether it is installed; if not installed, you MUST first use the Read tool to read references/shareCrmInstall.mdcontent, and complete the sharecrm installation
Already logged in and authorized via sharecrm auth login Complete login authorization
CRITICAL — Before starting, you MUST first use the Read tool to read references/userAuth.md, which contains login authorization and identity authentication
The logged-in user has the permission scope for the corresponding data operations

Note: The usage of product commands can be viewed via sharecrm <product> -h command help information can be viewed via sharecrm <product> <command> -h command help information will list all parameters.

Product Overview

Product	Purpose	View command help information	Reference Documentation
`knowledge`	Knowledge and Retrieval:	`sharecrm knowledge -h`
`solution`	Content and Solutions:	`sharecrm solution -h`
`enterprise`	Enterprise and Industry:	`sharecrm enterprise -h`
`sales`	CRM and Sales:	`sharecrm sales -h`
`marketing`	Marketing and Growth:	`sharecrm marketing -h`
`service`	Service and Tickets:	`sharecrm service -h`
`visit`	Field Work and Visits: Field Work/Field Work Records/Field Work Approvals/Field Work Approval Forms	`sharecrm visit -h`
`bi`	BI Analysis:	`sharecrm bi -h`
`approval`	Approval: Approval tickets, approval ticket query, approval ticket creation, approval ticket modification, approval ticket deletion	`sharecrm approval -h`
`bpm`	BPM：	`sharecrm bpm -h`
`flow`	Process: Process creation, process query, process modification, process deletion	`sharecrm flow -h`
`data`	Objects and Data: CRM general object data operations, including query, create, edit, query by SQL, etc.	`sharecrm data -h`	data.md
`describe`	Object Description: Basic operations for CRM object descriptions, including querying object ApiName, querying object descriptions, etc.	`sharecrm contact -h`
`file`	Files: Object file upload	`sharecrm file -h`	fileUpload.md
`utility`	General Functions:	`sharecrm utility -h`
`work`	Schedule Tasks:	`sharecrm work -h`
`tag`	Tags:	`sharecrm tag -h`
`usergroup`	User Groups:	`sharecrm usergroup -h`
`stage`	Stages:	`sharecrm stage -h`
`notice`	Notifications:	`sharecrm notice -h`
`mail`	Emails:	`sharecrm mail -h`
`channel`	Channel Collaboration:	`sharecrm channel -h`
`conversation`	Groups and Conversations:	`sharecrm conversation -h`

Intent Determination Decision Tree

User mentions "knowledge/knowledge base/knowledge retrieval/knowledge base retrieval/knowledge query/knowledge search" → knowledge
User mentions "solution/solutions/content/content solution/solution retrieval/solution search" → solution
User mentions "enterprise information/industry information/industry retrieval/industry query/industry search" → enterprise
User mentions "sales/CRM" → sales
User mentions "marketing/growth/promotion/promotion channel/promotion channel management/promotion channel analysis/promotion channel effectiveness/promotion channel effectiveness analysis" → marketing
User mentions "after-sales/after-sales service/after-sales support/after-sales handling/service ticket/after-sales ticket" → service
User mentions "field work/field work record/field work approval/field work approval form/visit/visit record/visit approval/visit approval form" → visit
User mentions "BI/BI report/data analysis/data visualization/data statistics/data statistics analysis/data statistics effectiveness/data statistics effectiveness analysis/data visualization/data visualization analysis" → bi
User mentions "approval/approval form/approval process/approval ticket" → approval
User mentions "BPM/business process/BPM process/BPM process definition/BPM process instance/BPM process task/BPM process task node" → bpm
User mentions "object/object data/object data query/object data retrieval/object data creation/object data modification/object data deletion" → data
User mentions "file/network drive/file management/file retrieval/file query/file upload/file download/file sharing/file favorite/file favorites/file favorites creation/file favorites deletion" → file
User mentions "function/APL function/general function/general function definition/general function instance/general function task/general function task node" → utility
User mentions "schedule/schedule task/schedule task node/schedule task instance/schedule task definition" → work
User mentions "tag/tag management/tag creation/tag deletion" → tag
User mentions "user group/user group management/user group creation/user group deletion" → usergroup
User mentions "stage/stage management/stage creation/stage deletion" → stage
User mentions "notification/notification viewing/notification retrieval/notification management/notification creation/notification deletion" → notice
User mentions "email/email management/email creation/email deletion" → mail
User mentions "channel/channel collaboration/channel management/channel creation/channel deletion" → channel
User mentions "group/group management/group creation/group deletion" → conversation

Dangerous operation confirmation

The following operations are irreversible or high-impact operations; before executionyou must first show the user an operation summary and obtain explicit consent, and only after consent add --yes to execute.

Product	Command	Description
`data`	`data CreateRecords`	Create object data

Confirmation process

Step 1 → 展示操作摘要（操作类型 + 目标对象 + 影响范围）
Step 2 → 用户明确回复确认（如 "确认" / "好的"）
Step 3 → 加 --yes 执行命令

Core process

As an intelligent assistant, your primary task is tounderstand the user's true, complete intent, rather than simply executing commands. Before selecting a product command for sharecrm , you must strictly follow the following four-step process:

Intent classification: First, determine which category the core verb/action of the user's instruction belongs to. This is more important than focusing on nouns.
Ambiguity handling and information follow-up: If the user's instruction is vague or contains keywords from multiple products, guessing is strictly prohibited. You must proactively ask the user follow-up questions to clarify the intent. This is your core value as an intelligent assistant rather than a command executor.
Precise product mapping: After completing the first two steps and the intent is already clear, refer to the product overview and intent judgment decision tree to select the product.
Fully read the product reference files, and implement the user's intent by writing code or directly calling commands.

Error handling

When an error occurs, add --debug and retry once
If it still fails, report the complete error information to the user; do not attempt alternative solutions on your own
When authentication fails, refer to userAuth and handle it according to the authentication chapter

Sub-skill index

When the user's intent matches a scenario in the table below,MUST first use the Read tool to read the corresponding sub-skill's SKILL.md, and execute strictly according to its instructions.

Knowledge and retrieval

Sub-skill	Purpose	Reference document
`agentic-rag`	Mandatory entry point for CRM knowledge retrieval: product features/configuration/troubleshooting/policy/document Q&A	`agentic-rag`

Data read/write

Sub-skill	Purpose	Reference document
`semantic-interpreter`	The only entry point for natural language CRM data query/retrieval/aggregation/analysis	`semantic-interpreter`
`data-read`	`sharecrm data` Read-only fallback: object identification, description, relationships, and record reading	`data-read`
`data-add`	Create/enter CRM primary object data records using natural language	`data-add`
`data-edit`	Edit/update existing record fields of CRM primary objects using natural language	`data-edit`

Process runtime

Sub-skill	Purpose	Reference document
`flow-tasks-query`	Query pending tasks of approval flows/business flows/stage advancers	`flow-tasks-query`
`flow-runtime-handler-skill`	Handle runtime tasks of approval flows/business flows/stage advancers	`flow-runtime-handler-skill`
`approval-runtime-skill`	Query or handle approval instances and approval tasks	`approval-runtime-skill`
`bpm-runtime-skill`	Query or handle business flow instances and business flow tasks	`bpm-runtime-skill`
`stage-runtime-skill`	Query or handle stage advancer instances, stages, and tasks	`stage-runtime-skill`

Customer service CSM

Sub-skill	Purpose	Reference document
`agent-kb-qa`	Customer service-side knowledge base Q&A, generating answers and reply references	`agent-kb-qa`
`create-case`	Extract information from conversation context and create cases	`create-case`
`smart-handoff-to-human-agent`	Intelligent transfer to human customer service	`smart-handoff-to-human-agent`
`knowledge-capture`	Extract knowledge from conversations and create Q&A pairs/knowledge articles	`knowledge-capture`
`next-best-action`	Generate suggested next actions for customer service	`next-best-action`
`query-case`	Query matching cases by visitor/customer information	`query-case`
`response-recommendation`	Generate customer service script recommendations in multiple styles	`response-recommendation`
`knowledge-base-qa`	Chatbot knowledge base Q&A (with source citations)	`knowledge-base-qa`
`robot-session-summary`	Summarize prior intelligent customer service conversations and follow-up items	`robot-session-summary`
`self-service-appointment`	Customers self-schedule appointments and create service requests	`self-service-appointment`
`intent-recognition`	Identify the customer's main request and route the service path	`intent-recognition`
`service-progress-query`	Query service progress by ticket number/phone number	`service-progress-query`
`customer-profile-insight`	Generate visitor profile insight reports	`customer-profile-insight`

SFA sales

Sub-skill	Purpose	Reference document
`leads-convert-validate`	Qualification verification before converting leads to opportunities	`leads-convert-validate`
`account-chain-analysis`	Analysis of the customer's position in the industry chain, upstream/downstream, and ecosystem relationships	`account-chain-analysis`
`account-cooperation-history`	Analysis of the customer's historical cooperation and supplier relationships	`account-cooperation-history`
`account-due-diligence-report`	Customer intelligence/due diligence report (including public opinion retrieval)	`account-due-diligence-report`
`account-industry-analysis`	Analysis of the customer's industry environment and trends	`account-industry-analysis`
`sfa-customer-voice`	Voice of Customer (VOC) analysis based on sales/meeting records	`sfa-customer-voice`
`sfa-account-diagnosis`	Customer business diagnosis and next-step business recommendations	`sfa-account-diagnosis`
`sfa-account-handover-briefing`	Customer team handover briefing	`sfa-account-handover-briefing`
`sfa-account-pre-visit-briefing-v2`	Customer briefing before meetings/visits	`sfa-account-pre-visit-briefing-v2`
`sfa-account-score`	Customer scoring and health assessment	`sfa-account-score`
`sfa-account-standard-briefing`	Customer 360 standard profile briefing	`sfa-account-standard-briefing`
`sfa-data-convert`	SFA document conversion (quotes/contracts/orders, etc.)	`sfa-data-convert`
`sfa-decision-chain-diagnosis`	Opportunity decision chain diagnosis	`sfa-decision-chain-diagnosis`
`sfa-journal-personal-report`	Sales individual daily/weekly/monthly report	`sfa-journal-personal-report`
`sfa-journal-team-report`	Sales team daily/weekly/monthly report	`sfa-journal-team-report`
`sfa-leads-convert`	Convert leads to customers/contacts/opportunities	`sfa-leads-convert`
`sfa-leads-diagnosis`	Lead diagnosis, profiling, and follow-up suggestions	`sfa-leads-diagnosis`
`sfa-leads-score`	Lead scoring and quality assessment	`sfa-leads-score`
`sfa-opportunity-competitive-analysis`	Opportunity competitive analysis and competitor comparison	`sfa-opportunity-competitive-analysis`
`sfa-opportunity-diagnosis`	Opportunity diagnosis, risk identification, and win suggestions	`sfa-opportunity-diagnosis`
`sfa-opportunity-score`	Opportunity scoring and win rate assessment	`sfa-opportunity-score`
`sfa-opportunity-stage`	Opportunity stage query and change	`sfa-opportunity-stage`
`sfa-price-tool`	Inquiry/price list/best price query	`sfa-price-tool`
`sfa-product-attribute-tool`	Product associated attribute query/associate/dissociate	`sfa-product-attribute-tool`

Detailed reference (read on demand)

sharecrm program installation — sharecrm program installation
sharecrm authorization login — global flags, authentication, output format
Fxiaoke CRM object list — API names of each data object