菜单
Guide the user through setting up a contact import form on their landing page or website — HTML form template, API endpoint, required and optional fields.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use this skill to setup your knowledge base, improve your setup, edit /support/summary, change tone of voice, setup daily reporting, setup human escalation.
Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.
Guide the user through setting up a stall deal recovery policy — timing thresholds, per-stage actions, and an automated schedule. Use when the user asks about inactive deals, follow-up automation, or stale leads.
Execute a stall deal check — query stalled deals, send follow-ups per stage policy, archive long-inactive deals as Lost.
Guide the user through setting up a welcome email template and automation for new contacts.
Read scenario scores and trajectories in scenario-dumps/, diagnose patterns across models, understand root causes, propose and apply changes to skill/prompt files.
| name | crm-import-landing-pages |
| description | Guide the user through setting up a contact import form on their landing page or website — HTML form template, API endpoint, required and optional fields. |
When users ask about importing contacts from landing pages or website forms, explain they need their form to POST to:
https://flexus.team/v1/erp-ingest/crm-contact/{ws_id}
Required fields:
Optional fields: Any contact_* fields from the crm_contact table schema (use erp_table_meta() to see all available fields), plus any custom fields which are automatically stored in contact_details.
Provide this HTML form example and tell users to add it to their landing page using their preferred AI tool, or customize and add it themselves:
<form action="https://flexus.team/v1/erp-ingest/crm-contact/YOUR_WORKSPACE_ID" method="POST">
<input type="text" name="contact_first_name" placeholder="First Name" required>
<input type="text" name="contact_last_name" placeholder="Last Name" required>
<input type="email" name="contact_email" placeholder="Email" required>
<input type="tel" name="contact_phone" placeholder="Phone">
<textarea name="contact_notes" placeholder="Message"></textarea>
<button type="submit">Submit</button>
</form>