query-customer-service-record
查询霍小钉客户服务记录。使用场景：用户需要查询某个客户的服务小计记录时，自动解析客户名称、调用搜索接口确认客户、处理多客户选择、查询服务记录并展示总结。
Best use case
query-customer-service-record is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
查询霍小钉客户服务记录。使用场景：用户需要查询某个客户的服务小计记录时，自动解析客户名称、调用搜索接口确认客户、处理多客户选择、查询服务记录并展示总结。
Teams using query-customer-service-record should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/query-customer-service-record/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How query-customer-service-record Compares
| Feature / Agent | query-customer-service-record | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
查询霍小钉客户服务记录。使用场景：用户需要查询某个客户的服务小计记录时，自动解析客户名称、调用搜索接口确认客户、处理多客户选择、查询服务记录并展示总结。
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# 霍小钉客户服务记录查询
## 触发条件
当用户表达以下意图时触发此技能：
- "查询 XXX 客户的服务记录"
- "XXX 客户的服务小计"
- "看看 XXX 客户最近的服务情况"
- "帮我查一下 XXX 的服务记录"
- 任何包含客户名称 + 服务记录/服务小计的查询
## 工作流程
### 1. 解析客户名称和时间范围
从用户输入中提取：
- **客户名称**：必须提取（如"霍迹寻踪"）
- **时间范围**：可选，如果用户未提供，默认查询当天
- 开始时间：`YYYY-MM-DD` 格式
- 结束时间：`YYYY-MM-DD` 格式
### 2. 调用客户搜索接口
使用脚本 `scripts/query_service.py` 搜索客户：
```bash
python scripts/query_service.py search <base_url> <customer_name>
```
**参数说明**：
- `base_url`: API 基础地址（如 `https://hxd.ahdingtalk.com:8843`）
- `customer_name`: 用户提供的客户名称
**返回处理**：
- 成功：`{"success": true, "data": ["客户 1", "客户 2", ...]}`
- 失败：`{"success": false, "error": "错误信息"}`
### 3. 处理搜索结果
根据返回的客户列表长度决定下一步：
#### 情况 A：列表为空
告知用户未找到匹配的客户，建议检查名称或提供更多关键词。
#### 情况 B：列表只有 1 个客户
直接使用该客户名称，继续步骤 4。
#### 情况 C：列表有多个客户
向用户展示客户列表，让用户选择：
```
找到多个匹配的客户，请选择：
1. 霍迹寻踪科技有限公司
2. 霍迹寻踪软件有限公司
3. 霍迹寻踪北京分公司
请回复数字或客户名称进行选择。
```
等待用户选择后，使用选中的客户名称继续步骤 4。
### 4. 查询服务记录
使用脚本查询服务小计：
```bash
python scripts/query_service.py records <base_url> <customer_name> [start_time] [end_time]
```
**参数说明**：
- `base_url`: API 基础地址
- `customer_name`: 确定的客户名称
- `start_time`: 开始时间（可选，默认当天）
- `end_time`: 结束时间（可选，默认当天）
### 5. 展示结果
将查询结果格式化展示：
```
📋 霍迹寻踪科技有限公司 服务记录 (2026-03-01 ~ 2026-03-04)
共找到 3 条服务记录：
• 2026-03-01 - 张三 [上门拜访]：去客户现场沟通内容
• 2026-03-02 - 李四 [电话沟通]：电话回访，确认需求
• 2026-03-04 - 张三 [钉钉联系]：发送报价单
📊 总结：
- 服务次数：3 次
- 参与销售：张三 (2 次)、李四 (1 次)
- 服务方式：上门拜访 (1 次)、电话沟通 (1 次)、钉钉联系 (1 次)
- 时间跨度：4 天
**注意**：展示时会为每条记录标注服务方式（如 `[上门拜访]`），便于快速识别服务类型。
```
**服务方式说明**：
接口返回的 `serverType` 字段表示服务方式，包括：
- 上门拜访
- 顺道上门
- 客户到公司
- 电话沟通
- 钉钉联系
- 无效联系
- 微信联系
- 视频会议
- 沙龙会销
## 配置说明
### API 地址配置
在调用脚本前，需要配置 `base_url`。默认值：
```
https://hxd.ahdingtalk.com:8843
```
如需修改，在调用脚本时传入正确的地址。
### 认证配置
当前接口无需认证。如未来需要添加认证，可在脚本中扩展 headers 参数。
## 错误处理
### 常见错误及应对
1. **网络请求失败**
- 检查服务器是否可达
- 检查 base_url 是否正确
2. **客户搜索无结果**
- 建议用户提供更完整的客户名称
- 或提供部分关键词重新搜索
3. **服务记录为空**
- 告知用户在指定时间范围内暂无记录
- 建议扩大时间范围查询
4. **接口返回错误码**
- 显示接口返回的错误信息
- 建议联系系统管理员
## 脚本说明
### scripts/query_service.py
**依赖**：`requests` 库
**功能**：
- `search` 操作：调用客户搜索接口
- `records` 操作：调用服务记录查询接口
**输出**：JSON 格式，便于程序解析
## 使用示例
### 示例 1：简单查询（当天记录）
用户：查询霍迹寻踪的服务记录
执行：
```bash
python scripts/query_service.py search https://hxd.ahdingtalk.com:8843 霍迹寻踪
# 返回：["霍迹寻踪科技有限公司"]
python scripts/query_service.py records https://hxd.ahdingtalk.com:8843 霍迹寻踪科技有限公司
# 返回服务记录
```
### 示例 2：指定时间范围
用户：查一下霍迹寻踪 3 月 1 日到 3 月 10 日的服务小计
执行：
```bash
python scripts/query_service.py search https://hxd.ahdingtalk.com:8843 霍迹寻踪
python scripts/query_service.py records https://hxd.ahdingtalk.com:8843 霍迹寻踪科技有限公司 2026-03-01 2026-03-10
```
### 示例 3：多客户选择
用户：查询霍迹寻踪的服务记录
执行：
```bash
python scripts/query_service.py search https://hxd.ahdingtalk.com:8843 霍迹寻踪
# 返回：["霍迹寻踪科技有限公司", "霍迹寻踪软件有限公司"]
# 等待用户选择...
用户：1
python scripts/query_service.py records https://hxd.ahdingtalk.com:8843 霍迹寻踪科技有限公司
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