sales-bot（销售机器人）

Lead Inbox Automator

Capture leads into a centralized Supabase database with automatic Make.com email automation.

Description

This skill provides a complete lead management system for Clawd agents. It stores leads in Supabase, triggers Make.com webhooks for auto-reply emails, and tracks the full conversation lifecycle from "new" to "qualified".

Configuration

{
  "supabaseUrl": "https://your-project.supabase.co",
  "supabaseKey": "eyJ...your-service-role-key",
  "orgId": "550e8400-e29b-41d4-a716-446655440000",
  "defaultPriority": "medium"
}

Important: Use the Service Role Key, not the Anon Key, for full database access.

Actions

createLead

Create a new lead and automatically trigger the automation workflow.

Parameters:

• email (string, required): Contact email address
• name (string, optional): Contact person name
• phone (string, optional): Phone number
• source (string, optional): Origin channel (default: "clawd_agent")
• priority (string, optional): "low", "medium", "high", "urgent"
• custom_fields (object, optional): Any additional data

Returns:

{
  "success": true,
  "lead_id": "uuid",
  "status": "new",
  "automation_triggered": true,
  "message": "Lead captured. Auto-reply will be sent within 60 seconds."
}

Example:

const result = await skill.createLead({
  email: "customer@example.com",
  name: "Max Mustermann",
  source: "chat_bot",
  custom_fields: { product: "saas_basic" }
});

getLead

Retrieve lead details including full conversation history.

Parameters:

• id (string, required): Lead UUID

Returns: Lead object with conversations array and reply_pending boolean.

listLeads

List leads with filtering options.

Parameters:

• status (string, optional): Filter by status
• priority (string, optional): Filter by priority
• limit (number, optional): Max results (default: 50)
• dateFrom (string, optional): ISO date filter

Returns: Array of leads and total count.

updateStatus

Update lead lifecycle status.

Parameters:

• id (string, required): Lead UUID
• status (string, required): "qualified", "won", "lost", etc.
• notes (string, optional): Qualification notes

addConversation

Add a manual reply or note to the lead thread.

Parameters:

• leadId (string, required): Lead UUID
• content (string, required): Message text
• subject (string, optional): Subject line

getAutomationStatus

Check if the auto-reply email was successfully sent.

Parameters:

• leadId (string, required): Lead UUID

Returns:

{
  "auto_reply_sent": true,
  "minutes_since_creation": 2,
  "automation_ok": true
}

Usage Flow

1. Capture: When a user expresses interest, call createLead()
2. Verify: After 60-120 seconds, call getAutomationStatus() to confirm auto-reply
3. Qualify: During conversation, update status to "qualified" if interested
4. Log: Use addConversation() to store your agent responses

Error Handling

Common errors:

• Invalid email format
• Duplicate lead (within 24h)
• Missing Supabase credentials
• Automation timeout (>5min without reply)

Schema

Leads table:

• id, email, name, phone, source, status, priority
• custom_fields (JSON), metadata (JSON)
• first_reply_sent_at, created_at

Conversations table:

• id, lead_id, direction (inbound/outbound/automated)
• content, subject, channel, sent_at

Tags

lead, crm, sales, automation, email, supabase

Version

1.0.0