Crm Add Record

Automate adding new CRM records to the Fractal CRM system. Use when user asks to add new CRM entries, customers, or sales leads. The skill handles navigation, login, intelligent field mapping from natural language input, and form submission.

CRM新增记录

Quick Start

Add a new CRM record from user input:

bash

# User input: "13608847308，蒋女士，云南，体育馆票务系统。"
crm-add-record "13608847308，蒋女士，云南，体育馆票务系统。"

Workflow

1. Open CRM Page

Navigate to the CRM modification page:

bash

agent-browser open https://niw26kl7.fractaltest.cn/Crm/Backend/modify.html

2. Handle Login (if required)

Check if on login page:

bash

agent-browser get url

If URL contains "login.html", perform login:

bash

agent-browser snapshot -i
# Fill credentials: username="weiyj", password="weiyj123"
agent-browser fill @<username_field> "weiyj"
agent-browser fill @<password_field> "weiyj123"
agent-browser click @<login_button>
agent-browser wait --load networkidle

3. Parse User Input

Analyze the user's input string to extract information:

Input format examples:

• "13608847308，蒋女士，云南，体育馆票务系统。"
• "13800138000 张三 北京 软件开发"
• "13912345678 李先生 上海 咨询服务"

Extract patterns:

• Phone number: 11-digit mobile number starting with 1
• Contact name: Name with or without title (先生/女士)
• Region: City or province name
• Project/Basic info: Remaining text or last sentence

Fallback strategy: If parsing fails or fields are ambiguous, place all input content in the "Basic Info" field.

4. Fill Form Fields

Get page elements:

bash

agent-browser snapshot -i

Map extracted data to fields:

• Phone number → 手机号码输入框
• Contact name → 联系人输入框
• Region → 地区选择框
• Project info → 基础情况输入框

Fill fields using refs from snapshot:

bash

agent-browser fill @<phone_field> "<phone_number>"
agent-browser fill @<contact_field> "<contact_name>"
agent-browser fill @<region_field> "<region>"
agent-browser fill @<basic_info_field> "<project_info>"

5. Submit Form

Click the save button:

bash

agent-browser click @<save_button>
agent-browser wait --load networkidle

6. Verify Success

Check for success indicators:

bash

agent-browser get url
agent-browser snapshot -i

Look for confirmation messages or redirect to list page.

Field Mapping Reference

Common Input Patterns

Input Example	Phone	Contact	Region	Basic Info
"13608847308，蒋女士，云南，体育馆票务系统。"	13608847308	蒋女士	云南	体育馆票务系统
"13800138000 张三 北京"	13800138000	张三	北京	(empty)
"咨询李经理，上海地区"	(empty)	李经理	上海	咨询

Regex Patterns

python

phone_pattern = r"1[3-9]\d{9}"
contact_pattern = r"([\u4e00-\u9fa5]{1,3})(?:先生|女士)?"
region_pattern = r"([\u4e00-\u9fa5]{2,4}(?:省|市|区|县)?)"

Troubleshooting

Login fails

• Verify credentials are correct: weiyj / weiyj123
• Check for CAPTCHA or 2FA requirements
• Try manual login to confirm credentials work

Field not found

• Use agent-browser snapshot to get current page elements
• Check if page is fully loaded: agent-browser wait --load networkidle
• Verify field names may have changed

Parsing fails

• If uncertain, place all input in "Basic Info" field
• Ask user to clarify field mapping
• Manual entry for complex cases

Submit button unclickable

• Check for validation errors on form fields
• Ensure required fields are filled
• Wait for page to fully load before clicking

Examples

Example 1: Complete information

text

User: "新增CRM：13608847308，蒋女士，云南，体育馆票务系统。"
Action:
1. Navigate to CRM page
2. Login if needed
3. Extract: Phone=13608847308, Contact=蒋女士, Region=云南, Info=体育馆票务系统
4. Fill all fields
5. Click save

Example 2: Minimal information

text

User: "添加CRM记录：13800138000，北京软件开发"
Action:
1. Navigate to CRM page
2. Login if needed
3. Extract: Phone=13800138000, Region=北京, Info=软件开发
4. Fill available fields
5. Click save

Example 3: Ambiguous input

text

User: "新增：咨询需求，广州李总"
Action:
1. Navigate to CRM page
2. Login if needed
3. Extract: Contact=李总, Region=广州, Info=咨询需求
4. Fill available fields
5. Click save

Notes

• Always verify page state with snapshot before interacting with elements
• Use wait --load networkidle after navigation and login
• Element refs (e.g., @e1, @e2) change after page reload
• Fallback to filling all input in "Basic Info" if parsing is uncertain
• Test the workflow first to ensure field names match actual page