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Install in OpenClaw
/install customer-onboarding-guider
Description
引导客户了解财资管理系统的对接开发测试流程。使用当客户询问：(1) 如何对接系统，(2) 开发测试流程是什么，(3) 上线步骤，(4) 需要做什么准备，(5) 对接周期多长时。
README (SKILL.md)
客户对接开发测试流程引导技能
用途
本技能用于向客户清晰展示财资管理系统的完整对接流程，帮助客户了解从开始对接到正式上线的每个步骤、工作内容和双方职责。
使用方式
1. 客户询问完整流程
当客户询问"如何对接"、"流程是什么"时：
- 读取
references/onboarding-process.md获取完整流程 - 以清晰的步骤展示给客户（8 个步骤）
- 说明每个步骤的工作内容、执行方和配合方
- 告知客户当前所处阶段和下一步工作
2. 客户询问特定步骤
当客户询问某个具体步骤（如"测试怎么做"、"上线需要什么"）时：
- 定位到对应步骤
- 详细说明该步骤的具体工作内容
- 告知客户需要配合的事项
3. 客户询问职责分工
当客户询问"我们需要做什么"、"银行负责什么"时：
- 明确说明企业方和银行方的职责
- 列出客户需要完成的具体任务
对接流程概览
| 序号 | 工作内容 | 执行方 | 配合方 |
|---|---|---|---|
| 1 | 确定使用接口 | 企业 | 银行 |
| 2 | 网络接入信息 | 企业 | 银行 |
| 3 | 客户访问服务器信息 | 企业 | 银行 |
| 4 | 开通测试网络 | 银行 | 企业 |
| 5 | 提供测试数据 | 银行 | 企业 |
| 6 | 联调测试 | 企业 | 银行 |
| 7 | 生产上线 | 企业 | 银行 |
| 8 | 上线验证 | 企业 | 银行 |
输出格式建议
完整流程展示
## 财资系统对接流程（共 8 步）
### 第 1 步：确定使用接口 📋
- **工作内容**：根据实际业务场景，确定使用哪些接口
- **执行内容**：银行提供相应的接口文档及外部系统接入确认单，企业确定使用的接口（填写联机交易）
- **执行方**：企业
- **配合方**：银行
### 第 2 步：网络接入信息 🌐
- **工作内容**：填写第三方网络信息
- **执行方**：企业
- **配合方**：银行
...（继续展示所有步骤）
单步骤说明
## 第 X 步：[步骤名称]
**工作内容**：...
**执行内容**：...
**您需要做**：...
**银行配合**：...
**预计时间**：...
注意事项
- 整个流程通常需要 2-4 周，具体取决于客户开发进度
- 第 6 步联调测试是关键环节，建议客户预留充足时间
- 生产上线前必须完成所有测试用例验证
- 上线验证建议使用小额交易进行测试
相关文件
references/onboarding-process.md- 完整对接流程文档references/checklist.md- 客户准备工作清单references/faq.md- 常见问题解答
Usage Guidance
This skill appears safe and coherent for answering customer questions about onboarding. Before installing or using it in production: 1) verify the procedural details (times, contact numbers, approval steps) with your bank or official documentation to ensure accuracy; 2) avoid pasting real customer PII or credentials into conversations with the skill; and 3) if you later add functionality that interacts with real systems (e.g., provisioning test accounts or calling bank APIs), require a new skill that explicitly declares the needed credentials and endpoints and review that design for proportionality.
Capability Analysis
Type: OpenClaw Skill
Name: customer-onboarding-guider
Version: 1.0.0
The skill bundle is a purely informational guide designed to assist customers with the onboarding process for a treasury management system. It consists of markdown documentation (SKILL.md, checklist.md, faq.md, onboarding-process.md) that the agent uses to answer process-related questions; there is no executable code, no network requests, and no instructions that attempt to exfiltrate data or subvert the agent's behavior.
Capability Assessment
Purpose & Capability
The name and description match the contents: the skill is a customer onboarding guide for a treasury management system. All required artifacts (onboarding-process.md, checklist.md, faq.md) are bundled and appropriate for the stated purpose.
Instruction Scope
Runtime instructions are limited to reading the included reference files and formatting responses for customers. The SKILL.md does not direct the agent to read unrelated files, access environment variables, call external endpoints, or exfiltrate data.
Install Mechanism
No install spec and no code files are present; this is an instruction-only skill that won't write or execute external code on install.
Credentials
The skill declares no required environment variables, credentials, or config paths. There are no requests for secrets or unrelated service tokens that would be disproportionate to an onboarding guide.
Persistence & Privilege
The skill is not forced-always; it is user-invocable and uses normal model invocation. It does not request persistent system privileges or modify other skills' configurations.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install customer-onboarding-guider - After installation, invoke the skill by name or use
/customer-onboarding-guider - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of the customer onboarding guide skill.
- Provides step-by-step guidance for integrating with the treasury management system.
- Clearly explains the full onboarding, development, and go-live process (8 steps).
- Supports detailed answers to questions about specific steps, responsibilities, and required preparations.
- Outlines duties for both enterprise and bank at each stage.
- Answers common questions regarding the onboarding period (typically 2–4 weeks) and preparation checklist.
Metadata
Frequently Asked Questions
What is customer-onboarding-guider?
引导客户了解财资管理系统的对接开发测试流程。使用当客户询问：(1) 如何对接系统，(2) 开发测试流程是什么，(3) 上线步骤，(4) 需要做什么准备，(5) 对接周期多长时。 It is an AI Agent Skill for Claude Code / OpenClaw, with 151 downloads so far.
How do I install customer-onboarding-guider?
Run "/install customer-onboarding-guider" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is customer-onboarding-guider free?
Yes, customer-onboarding-guider is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does customer-onboarding-guider support?
customer-onboarding-guider is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created customer-onboarding-guider?
It is built and maintained by JiangSong (@songsongjiang); the current version is v1.0.0.
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