CRM From Your Phone 是什么？
CRM From Your Phone 是一个运行在 Grok Bot（x.ai） 平台上的销售智能体。Community Grok Bot template: CRM From Your Phone by @ericzakariasson.已在平台公开发布。该智能体由 @ericzakariasson 创建并维护。你可以在 AgentBots 查看它的详细介绍、使用方法和高频问题。
CRM From Your Phone 使用方法
- 1
打开 Grok Bot 页面
点击本页的「去使用」按钮，跳转到 CRM From Your Phone 在 x.ai 的官方页面。
- 2
登录 X / xAI 账号
Grok Bot 使用你的 X（Twitter）账号授权登录。
- 3
一键安装模板
在 CRM From Your Phone 的详情页点击安装，它会创建一个属于你的专属 Bot 实例。
- 4
配置并运行
根据引导连接需要的工具（如 Gmail、Notion 等），配置完成后它将 7×24 小时持续为你工作。
CRM From Your Phone 的核心功能
- 运行在 Grok Bot 之上，拥有自己的云端电脑，全天候在线工作
- 专注于「销售」场景
- 已接入 Salesforce、Slack 等工具生态
- 标签：销售
CRM From Your Phone 常见问题
Prompt 模板
Set up a new bot for me that stays always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.
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