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效率与协作 · SKILL.md

gym-lead-ingestion-exceptions

gym-lead-ingestion-exceptions

【效率与协作】Resolve duplicate or missing marketing leads when automatic Arbox ingestion fails

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技能说明

GitHub

name: gym-lead-ingestion-exceptions description: "Resolve duplicate or missing marketing leads when automatic Arbox ingestion fails"

Gym Lead Ingestion Exceptions

Purpose

Handle stage-1 exceptions when campaign leads fail to appear correctly in Arbox. Normal ingestion is automatic — this skill is for dedupe, manual create, and wrong initial status only.

When to Use

  • Lead missing after form submit.
  • Duplicate lead for same phone/email.
  • Wrong initial status after auto-ingest.

When NOT to Use

  • Daily sales prioritization (use gym-sales-daily-prioritization).
  • Routine pipeline management when ingestion works.

Expected Outcome

  • Single clean lead record with correct initial status; issue logged if recurring.

Workflow

  1. Confirm with the human: campaign name, submit time, phone/email.
  2. Duplicate check: arbox_search_user (type=phone|email + value), or arbox_list_leads / arbox_list_users filtered lists.
  3. If match found: add context in a note — do not create a second lead.
  4. If missing: create via arbox_create_lead (first_name, phone, location_id + optional source_id/status_id/comment).
  5. Set initial status using live IDs from gym-arbox-status-playbook (typically “new lead / potential”).
  6. Recurring failures → workboard task + SKS living doc for marketing/Arbox support.

Tool Availability Rules

AccessBehavior
Full ArboxSearch, create leads, update status
Read-onlyDiagnose and draft payloads

Related tool sets

  • arbox

Safety and Boundaries

  • Never create duplicates when an existing user/lead matches.
  • Confirm before any Arbox write tool (arbox_create_lead, arbox_update_lead_status, …).
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