Conversation — Joule for C4C
A full agentic loop driven by docs/joule/ (system prompt hot-loaded from
01-agent.md + 02-skills.md; session_id threaded on every tool call). Edits to the docs apply on the
next prompt — use replay in the trace panel to compare. The trace on the right shows every
backend step (harness + MCP server internals).
Ask in natural language (one-shot)
Describe what you want — the console maps it to a single tool call and runs it. For the full multi-step agent (search → resolve → create chains, JD generation), use the Conversation tab. Examples: "search Customer 81 in Jan 2027" · "create a task 'Follow up' on Customer 81 - Demo Opportunity Alpha" · "create a recruitment task '项目总监' assigned to 林若曦 on 东澜建设集团数字项目管理平台 - 一期" · "create a quotation for 数字项目管理平台一期 · 三级协同 · 滨江试点" (create-by-name needs the exact name from a search in this session).
raw response
search_opportunity
Fuzzy, case-insensitive account match; close date must fall in the given month. Results are cached server-side for this session so create-by-name works.
raw response
create_opportunity_task
Pass the 32-char opportunity id, or the opportunity name from a search in this session — the server resolves names against the last 10 calls (same session id). Optional assignee: employee name / id / UUID (e.g. 林若曦 for the S1.07/S1.08 recruiting flow); omitted = C4C default owner.
raw response
create_quotation
S1.04 · 报价单. Pass the 32-char uppercase opportunity id, or the opportunity name from a search in this session — the server resolves names against the last 10 calls (exact match). Amount optional; omitted = carried over from the opportunity's expected value. Live C4C quote creation is not supported on this tenant (QUOTES_UNSUPPORTED) — use the DEMO_STUB server. Note: by-id in live mode needs an explicit amount (derivation is stub-reliable only).
raw response
tools/list — live from the endpoint
Schemas below come straight from tools/list over the MCP protocol. Forms are generated from the input schemas; any empty session_id is filled with the current session.
Joule Studio kit
Agent, skills, tool source, cards, session context, and the demo checklist — rendered live from the joule/ folder, with copy buttons on every paste-ready block. The demo test prompts fill the Ask bar above (you press Ask).