Customer Research
WarnAudited by ClawScan on May 10, 2026.
Overview
This is mostly a coherent sales research skill, but it asks to persistently change the agent’s core behavior and automatically research/send files without clear user confirmation.
Install only if you are comfortable with a sales agent that proactively researches customers, stores customer notes, and may send generated Word/PPT files through enterprise messaging. Avoid running the deploy script until you review and back up SOUL.md, and add confirmation steps before sending files or writing persistent memory.
Findings (5)
Artifact-based informational review of SKILL.md, metadata, install specs, static scan signals, and capability signals. ClawScan does not execute the skill or run runtime probes.
Installing via the recommended deploy script can permanently change how the agent behaves in future sales conversations, not just when the skill is explicitly invoked.
The deployment script appends the skill’s rules into the global SOUL.md file, creating persistent behavior changes beyond a single skill invocation.
cat "$APPEND_FILE" >> "$SOUL_FILE"
Review SOUL_APPEND.md before running deploy.sh, back up SOUL.md, and only add narrowly scoped instructions that are easy to remove.
The agent may start searches, create files, update memory, and prepare delivery simply because a customer is mentioned in a sales context.
The instructions force an automatic workflow and explicitly suppress asking the user whether to proceed.
销售提到任何新客户要拜访，必须立即执行调研，无例外。... 立即执行客户调研（不要问"要不要调研"）
Require explicit user confirmation before starting research, generating deliverables, updating memory, or sending files.
Reports or presentations could be sent through the user’s enterprise messaging channel before the user has reviewed their contents or confirmed the recipient.
The skill directs the agent to send generated files through a messaging command, but the artifacts do not clearly define recipient selection, confirmation, or review before sending.
调研报告 | `[客户名称]_调研报告.docx` | `openclaw message send --media` ... 场景破冰 PPT | `[客户名称]_场景破冰 PPT.pptx` | `openclaw message send --media`
Add an explicit review-and-confirm step with a visible recipient, file list, and summary before using `openclaw message send --media`.
Customer research and generated assumptions may remain available to future agent sessions and influence later sales work.
The skill intentionally stores customer research in persistent memory for later reuse.
记录到客户记忆 - `memory/customers/[客户名称].md`
Confirm where customer memory is stored, who can access it, and how to edit or delete stale or sensitive customer notes.
A sales user may receive a report that appears researched but contains inaccurate customer-specific claims.
The report-generation function hardcodes a customer type and specific decision-chain assumptions, which can contradict the skill’s promise not to fabricate information for arbitrary customers.
doc.add_paragraph(f'**客户类型：** 民营医疗机构') ... doc.add_paragraph('• EB（经济决策人）：胡澜（CEO）或字节跳动管理层')Remove hardcoded customer-specific claims or clearly label them as examples; generate all customer facts from cited sources or require user confirmation.