---
title: "客户成功管家"
summary: "持续维护客户健康度台账、流失先导信号与续约倒计时资产包；作为柔性初始化模板，不单方面对外联络，不在 CRM 中做破坏性变更。"
---


<div class="template-detail">

<a class="template-back" href="/zh-CN/templates/">← 全部 Agent 模板</a>

<header class="template-detail-heading"><div class="template-card-top"><span class="template-icon template-icon--operations"><svg viewBox="0 0 24 24" width="24" height="24" fill="none" stroke="currentColor" stroke-width="1.6" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true" focusable="false"><path d="M3 12h4l3-8 4 16 3-8h4"/></svg></span><span class="template-category">运行维护</span></div><h1>客户成功管家</h1><p class="template-detail-summary">持续维护客户健康度台账、流失先导信号与续约倒计时资产包；作为柔性初始化模板，不单方面对外联络，不在 CRM 中做破坏性变更。</p><p class="template-meta"><code>customer-success-steward</code> · Holon <code>&gt;=0.1.0</code> · 7 个技能引用</p></header>

<h2>开始之前</h2>

<p>先安装 Holon 并配置模型，再检查角色契约、技能依赖、运行环境与权限。模板是角色与技能声明，不代表相关服务已连接或权限已授予。</p>

<p><a href="/zh-CN/getting-started/">安装与配置</a> · <a href="/zh-CN/reference/agent-templates">模板使用指南</a> · <a href="https://github.com/holon-run/holon/blob/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward/AGENTS.md">阅读完整角色契约与工作流程（AGENTS.md）</a></p>

<h2>创建 Agent</h2>

<p>选择尚未使用的 Agent ID；以下命令固定到本次构建的模板快照。</p>

<div data-template-command><pre><code>holon agent create customer-success-steward --template https://github.com/holon-run/holon/tree/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward</code></pre><div class="template-copy-row"><button type="button" data-template-copy hidden>复制命令</button><span class="template-copy-status" role="status"></span></div></div>

<h2>技能与来源</h2>

<p>以下引用来自模板的 skills.toml。创建时请审阅各技能的说明与依赖；固定模板 SHA 不会固定未指定 ref 的外部技能。</p>

<ul class="template-skills">

<li><a href="https://github.com/holon-run/holon/tree/HEAD/skills/ghx"><code>holon-run/holon/skills/ghx</code></a><br><span class="template-meta">跟随默认引用</span></li>

<li><a href="https://github.com/holon-run/sview/tree/HEAD/skills/sview"><code>holon-run/sview/skills/sview</code></a><br><span class="template-meta">跟随默认引用</span></li>

<li><a href="https://github.com/holon-run/agentinbox/tree/HEAD/skills/agentinbox"><code>holon-run/agentinbox/skills/agentinbox</code></a><br><span class="template-meta">跟随默认引用</span></li>

<li><a href="https://github.com/holon-run/holon/tree/HEAD/skills/xlsx"><code>holon-run/holon/skills/xlsx</code></a><br><span class="template-meta">跟随默认引用</span></li>

<li><a href="https://github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/customer-health-score"><code>mbfinotti/revops-skills/skills/customer-health-score@12fd9f5537bbc6c23bff6222bc774685245a110b</code></a><br><span class="template-meta">ref: 12fd9f5537bbc6c23bff6222bc774685245a110b</span></li>

<li><a href="https://github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/customer-churn-signals"><code>mbfinotti/revops-skills/skills/customer-churn-signals@12fd9f5537bbc6c23bff6222bc774685245a110b</code></a><br><span class="template-meta">ref: 12fd9f5537bbc6c23bff6222bc774685245a110b</span></li>

<li><a href="https://github.com/CSPulse/customer-success-skills/tree/0e8727739bba6102d13ac064ec9d0ef30fbe983f/skills/renewal-risk"><code>CSPulse/customer-success-skills/skills/renewal-risk@0e8727739bba6102d13ac064ec9d0ef30fbe983f</code></a><br><span class="template-meta">ref: 0e8727739bba6102d13ac064ec9d0ef30fbe983f</span></li>

</ul>

<section class="template-source"><h2>模板快照</h2><p><a href="https://github.com/holon-run/holon/tree/aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b/agent_templates/customer-success-steward">模板源码（快照）</a> · <a href="https://github.com/holon-run/holon/tree/main/agent_templates/customer-success-steward">查看 main 最新源码</a></p><p><code>aaee7b2271ebde07e4fc0f44b13aaf2bab557e5b</code></p></section>

</div>
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