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Use the Xpert native CRM plugin to inspect CRM metadata, search records, create records, update records, and coordinate Workbench review.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
制作 PPT、演示文稿、幻灯片、汇报材料时使用。DashiAI PPT 基于预置视觉主题组合页面,生成可离线打开、可在浏览器编辑的 HTML 演示,支持导出 PPTX / PDF 文件。
Generate, review, collaborate on, version, and export DashiAI presentations through Presentation Studio.
Use the Pencil Workbench to create and edit vector graphics, including illustrations, diagrams, and UI components, with human review.
Use the Motion Workbench to create motion artifacts, including animated HTML and video compositions, with human review.
Read, create, inspect, render, and verify PDF files where visual layout matters. Use Poppler rendering plus Python tools such as reportlab, pdfplumber, and pypdf for generation and extraction.
Audit or critique a product flow, journey, workflow, funnel, onboarding path, checkout path, settings path, screen, or multi-step product experience by capturing screenshots first, placing them in Figma or a local folder, then reporting UX, design, and accessibility findings from that evidence. Use when the user asks to audit, review, critique, inspect, assess, analyze, evaluate, or give feedback on a product experience.
| name | crm |
| description | Use the Xpert native CRM plugin to inspect CRM metadata, search records, create records, update records, and coordinate Workbench review. |
Use this skill when the user asks to manage customer, contact, opportunity, task, or note information in the Xpert-native CRM plugin.
crm_list_objects before creating or updating records when you are unsure which fields exist.crm_search_records for customer, person, opportunity, task, and note lookup.crm_get_record before updating a record unless the user already supplied an exact record id and current fields.crm_create_record only when the user clearly asks to save a new CRM item.crm_update_record only when the user clearly asks to modify an existing CRM item.CRM tools save structured records, but they do not approve deals, sign contracts, collect payment, or sync external systems. After writes, report the object, record id, important field values, and any fields that should be reviewed in the CRM Workbench.
company: companies and accounts.person: people and contacts.opportunity: pipeline opportunities.task: follow-up tasks.note: lightweight notes.