Lead Processor

Lead Processor Skill

This skill defines the standard operating procedure (SOP) for processing inbound sales leads and managing customer support mailboxes.

1. Inbox Triage & Classification

• Scan IMAP mailboxes configured in config/accounts.json using real, fetched email data only.
• Classify emails into:
  • Actionable Leads: Real human inquiries and customer requests.
  • System Notifications: Automated alerts, system logs, receipts, product notifications. Move to the designated System/Archive folder.
  • Marketing/Spam: Cold outreach, SEO services, promotional content. Move to the designated Marketing folder.
• Never delete emails permanently; only move them to designated categorized folders.

2. Drafting Replies (Human-in-the-Loop)

• When a genuine lead is found, extract the core request.
• Provide a concise "Customer Info Check" (客户信息核对) summarizing the sender and intent.
• Generate 3 response options (A, B, and C).
• Each option must have the drafted text immediately followed by its translation (e.g., English text followed directly by Chinese translation).
• Match the customer's language unless the user asks otherwise.
• CRITICAL CONSTRAINT: Do NOT send the email automatically. Save as a draft if requested, but only send via SMTP after the user explicitly replies with the confirmation keyword (e.g., 【确认发送】).

3. CRM Synchronization

• Once an email is confirmed and sent, update the corresponding CRM record.
• Update the status field to indicate progression (e.g., Replied, Failed, or custom pipeline stages).
• Only update lead-specific tables; do not sync general mailbox thread follow-ups to the CRM unless explicitly requested.

4. Daily Sweep Automation

• Support daily scheduled sweeps to keep the inbox clean.
• Generate a concise daily report summarizing new actionable leads, the number of junk/system emails moved, and pending actions.

5. Thread Preservation

• Drafts saved to the mailbox and final outbound emails must preserve the full available thread.
• Ensure nested quotes (e.g., <blockquote class="gmail_quote">) and original headers are intact so the recipient sees the complete conversation history.