Crm Add Record

CRM新增记录

Quick Start

Add a new CRM record from user input:

# 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:

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

2. Handle Login (if required)

Check if on login page:

agent-browser get url

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

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:

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:

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:

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

6. Verify Success

Check for success indicators:

agent-browser get url
agent-browser snapshot -i

Look for confirmation messages or redirect to list page.

Field Mapping Reference

Common Input Patterns

Regex Patterns

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

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

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

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