Official Verified

follow-up-engine

Automated customer follow-up scheduling and execution engine for B2B sales. Generates personalized follow-up email drafts based on customer stage, last contact date, and follow-up strategy. Integrates with CRM systems (configurable) to sync follow-up records. Use when you need to automate outbound sales follow-ups, schedule reminders, or generate follow-up email content for dormant leads.

skill-install — Terminal

Install via CLI (Recommended)

clawhub install openclaw/skills/skills/cjboy007/follow-up-engine

Download Source Code (.zip)

Follow-up Engine - OpenClaw Skill 定义

技能描述

自动化客户询盘跟进规则引擎，基于配置的时间触发器和条件判断，智能生成跟进邮件草稿并同步到 OKKI CRM。

触发条件

定时触发（Cron）

# 每 30 分钟执行一次检测
*/30 * * * * cd $WORKSPACE/skills/follow-up-engine && node scripts/follow-up-scheduler.js --mode auto >> /tmp/follow-up-scheduler.log 2>&1

# 每小时执行一次 OKKI 同步
0 * * * * cd $WORKSPACE/skills/follow-up-engine && node scripts/okki-integration.js --sync >> /tmp/okki-integration.log 2>&1

事件触发

新询盘邮件到达 → 触发 new_inquiry 阶段跟进流程
报价单发送完成 → 触发 quoted 阶段跟进序列
样品寄送确认 → 触发 sample_sent 阶段跟进
OKKI 跟进记录创建 → 触发阶段流转检测

执行逻辑

1. Follow-up Scheduler 流程

1. 加载配置
   ↓
2. 扫描 OKKI 客户列表
   ↓
3. 识别每个客户当前阶段
   ↓
4. 计算下次跟进时间
   ↓
5. 匹配到期需要跟进的客户
   ↓
6. 生成跟进邮件草稿
   ↓
7. 保存到 drafts/ 目录
   ↓
8. 记录执行日志

2. OKKI Integration 流程

1. 读取 drafts/ 目录草稿
   ↓
2. 过滤已同步草稿（status != synced）
   ↓
3. 匹配 OKKI 客户（域名搜索 + 名称搜索）
   ↓
4. 调用 OKKI API 创建跟进记录
   ↓
5. 更新草稿状态为 synced
   ↓
6. 记录同步日志

输入输出

输入

来源	数据类型	说明
OKKI API	客户列表	客户邮箱、公司名称、阶段
follow-up-strategies.json	配置	跟进序列、模板、升级规则
task-001 email-smart-reply	模板系统	邮件模板内容

输出

目标	数据类型	说明
drafts/	JSON 文件	跟进邮件草稿
OKKI API	跟进记录	trail_type=105
logs/	日志文件	执行记录、错误信息
Discord	通知消息	待审阅草稿提醒

配置项

环境变量

# OKKI CLI 路径
export OKKI_CLI_PATH="$WORKSPACE/xiaoman-okki/api/okki.py"

# Discord Bot Token（通知用）
export DISCORD_BOT_TOKEN="your-discord-bot-token-here"

# 通知频道 ID
export DISCORD_CHANNEL_ID="<your-discord-channel-id>"

配置文件

文件	用途	必填
config/follow-up-rules.json	跟进规则定义	✅
config/stage-transitions.json	阶段流转模型	✅
config/follow-up-strategies.json	跟进策略模板	✅

CLI 命令

follow-up-scheduler.js

# Dry-run 模式（预览）
node scripts/follow-up-scheduler.js --dry-run

# 自动模式（定时触发）
node scripts/follow-up-scheduler.js --mode auto

# 手动模式（立即执行）
node scripts/follow-up-scheduler.js --mode manual

# 调试模式（详细日志）
node scripts/follow-up-scheduler.js --debug

# 强制更新阶段
node scripts/follow-up-scheduler.js --force-stage-update

okki-integration.js

# Dry-run 模式（预览）
node scripts/okki-integration.js --dry-run

# 同步模式（实际创建 OKKI 记录）
node scripts/okki-integration.js --sync

# 批量同步（指定草稿文件）
node scripts/okki-integration.js --batch drafts/*.json

# 查看同步日志
node scripts/okki-integration.js --logs

依赖关系

上游依赖

Skill	用途	必须
email-smart-reply (task-001)	邮件模板系统	✅
okki-email-sync (task-002)	OKKI API 封装	✅

下游集成

目标	用途	必须
OKKI CRM	客户数据 + 跟进记录	✅
Discord	审阅通知	✅
Obsidian	日志归档	❌

错误处理

常见错误码

Read Full Documentation on GitHub

Metadata

Author@cjboy007

Stars3562

Updated2026-03-29

View Author Profile

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Add to Configuration

Paste this into your clawhub.json to enable this plugin.

{
  "plugins": {
    "official-cjboy007-follow-up-engine": {
      "enabled": true,
      "auto_update": true
    }
  }
}

Safety NoteClawKit audits metadata but not runtime behavior. Use with caution.

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