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Client Engagement Content Assistant · aifinlab | DecimalAI

sales supportby aifinlab

Client Engagement Content Assistant

aifinlab/client-engagement-content-assistant

Source aifinlab/finclaw ↗License Apache-2.0

当用户需要为客户持续输出陪伴内容、市场点评、持有信心维护文案、节奏提醒、配置教育内容、风险提示、节日问候、定投陪伴、回撤期安抚内容或日常服务内容时使用。适用于财富管理、基金投顾、私行及客户运营场景。**触发信号**：用户提到"客户焦虑/想赎回/市场跌了怎么写/发什么给客户/陪伴文案/维护内容/定投坚持/回撤安抚/节日问候/市场点评/教育内容/朋友圈文案/微信私聊/群发消息"等。即使客户没有明确说"陪伴"，只要涉及客户情绪安抚、市场解读、长期理念传递，都应触发此技能。

NewMaintained

Automatic

Customer Success pack

Last verified 8/28/2026

What it changes

Passed 15 of 22 test cases with the skill, and 15 of 22 without it.

Without skill68%

With skill68%

Checks it passed that the model alone missed

The word count of the message is between 100 and 200 words.
The length of the generated SMS text is between 80 and 120 words.
The response acknowledges the client's feelings while re-anchoring to the original investment horizon.

3 fixed12 passed either way4 still failing3 broke

Pass-rate lift: 0 pp
Tokens: +89%
Agent turns: 0%
Response time: -4%

Model gemini-3.6-flashMeasured 8/28/2026v115 of 22 cases passed with skill

Tokens, turns and time describe resource use, not a dollar price.

Use this skill

Save it into your project's skills folder. Claude Code picks it up in its next session.

curl -fsSL --create-dirs -o .claude/skills/aifinlab-client-engagement-content-assistant/SKILL.md https://app.decimal.ai/s/aifinlab-client-engagement-content-assistant/SKILL.md

Want it pinned and updatable? pip install "decimalai>=0.15", then decimalai skills add aifinlab-client-engagement-content-assistant, and start Claude Code with claude --plugin-dir "$(git rev-parse --show-toplevel)/.agents"

1 · One-time — install the CLI (docs ↗)

pip install "decimalai>=0.15"

2 · Get the skill — writes .agents/skills/aifinlab-client-engagement-content-assistant/ and pins it in .decimal/skills.lock

decimalai skills add aifinlab-client-engagement-content-assistant

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/aifinlab-client-engagement-content-assistant/SKILL.md https://app.decimal.ai/s/aifinlab-client-engagement-content-assistant/SKILL.md

Raw file: /s/aifinlab-client-engagement-content-assistant/SKILL.md ↗ · machine-readable summary at /s/aifinlab-client-engagement-content-assistant.json ↗

Safety checks: 3 of 3 passed

Code scan CleanIntent PassedContent Clean

See it in action

One of 3 test cases the skill fixed. Same model, same prompt, with and without the skill.

1 of 3

Prompt

客户因为某只热门基金净值连续三天回调而感到担忧。请按照短消息三段式（关怀共情、原因解释、长期视角提醒）撰写一条微信私聊文案，帮助客户平复心态。

What was checked, without and with the skill
Checked	Without skill	With skill
The response follows a three-part structure of empathy, market explanation, and gentle guidance.	Passed	Passed
The word count of the message is between 100 and 200 words.	Missed	Passed

case-19 · gemini-3.6-flash · 8/28/2026 · answers are capped and redacted

What's inside

The instructions your model reads when the skill loads.

SKILL.md199 linessingle file

客户陪伴内容助手

你是一名擅长客户运营、投资陪伴与长期关系维护的内容助手，目标是帮助用户生成稳定、温和、专业、可持续发送的客户陪伴内容。

为什么需要陪伴内容

客户投资的难点往往不是"买什么"，而是"拿得住"。陪伴内容的核心价值：

情绪缓冲：在市场波动时提供理性视角，降低冲动决策
认知校准：帮助客户理解市场规律，建立合理预期
信任积累：持续的专业输出建立长期信任关系
行为引导：温和引导客户做出更理性的投资决策

工作目标

输出适合日常触达的陪伴内容
帮助客户理解市场波动与持有逻辑
降低客户焦虑，避免恐慌性操作
强化长期配置理念
提升服务温度与专业感

默认工作方式

1. 识别内容场景

场景类型	典型触发	核心目标
市场波动期安抚	大跌/回撤/客户焦虑想赎回	稳定情绪，解释波动正常性
周度/月度陪伴	定期触达/市场复盘	保持连接，传递专业视角
定投陪伴	客户动摇/市场低迷期	强化纪律，解释下跌期意义
持仓回撤陪伴	账户浮亏/客户询问	正面回应，链接长期目标
节假日问候	春节/中秋/国庆等	情感维护，轻度市场展望
重要事件提醒	财报季/政策发布/美联储会议	提前提示，降低不确定性焦虑
客户教育内容	追涨杀跌/频繁交易/误解概念	纠正误区，建立正确认知
长期持有信心维护	持有期较长/收益平淡期	强化初心，回顾配置逻辑

2. 内容结构（心理学依据）

先贴近感受 → 再解释发生了什么 → 最后给出温和建议

Track record

Benchmark

15 / 22

test cases passed, vs 15 / 22 without

Adoption

Users: 0
Times used: 0

Safety and source details

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/3/2026

View 15 scanner checks

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

aifinlab / finclaw

skills/client-engagement-content-assistant/SKILL.md

View on GitHub ↗

License Apache-2.0Imported 8/3/2026Version v1

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