Review execution records and save as a Skill

This page saves a CRM workflow that already runs end to end, so the whole team can reuse it directly afterwards.

Who this is for

Sales managers, implementation engineers, and administrators.

Steps: review execution records

1. Run a customer follow-up or a high-risk flagging action.

2. Go back to the customer or opportunity detail page.

3. Check whether an execution result appears.

4. Verify the record includes:

   • Operator
   • Time
   • What was done
   • Rationale
   • Notification status

Steps: save as a Skill

1. Enter the runtime.

2. Click Skills in the left sidebar.

3. Compare with the screenshot below: you should see existing CRM Skills and a New Skill button.

4. Click New Skill.

5. Name the Skill, for example "Key CRM Account Follow-up".

6. Write in the fixed steps:

   • Query customers with no follow-up in the last 14 days.
   • Filter for customers with open opportunities.
   • Output customer, owner, stage, amount, and suggested action.
   • Show a preview before any write-back.

7. Save the Skill.

8. Return to the runtime and click the Skill to run it once.

Screenshot reference: the runtime Skills entry is shown below. Saved CRM workflows appear here.

Example Skill content

# CRM 重点客户跟进

## 输入
- 时间范围
- 团队或负责人

## 步骤
1. 查询最近 14 天未跟进客户。
2. 筛选进行中的销售机会。
3. 输出客户清单和建议动作。
4. 需要写回时展示预览，等待确认。

## 输出
- 客户名称
- 负责人
- 最近跟进时间
- 销售机会阶段
- 预计金额
- 建议动作

How you know it's done

• Execution records are visible on customer detail pages.
• The new Skill appears in the Skills list.
• Clicking the Skill reproduces the same type of CRM task.
• The Skill's output format is stable.

If the Skill drifts

Symptom	Fix
Output fields are unstable	Fix the output fields in the Skill
Query scope is wrong	Make the time range explicit in the inputs
Write-back fires too early	Add preview and confirmation steps
Business definitions change	Update the Skill content and the related Knowledge

Claude Code prompt

请使用 rabetbase 检查目标应用中已经可以被 Skill 调用的稳定能力。
执行 rabetbase sql list --appcode <你的应用 appCode> --format compress。
执行 rabetbase bff list --appcode <你的应用 appCode> --format compress。
执行 rabetbase dataset list --appcode <你的应用 appCode> --format compress。
根据结果输出一份 Skill 草稿，包含输入、步骤、调用能力名称、输出字段和写回确认点。
本轮只读，不创建 Skill。

Next steps

Continue to "4. View linked customer, opportunity, and order data".