crisp

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Original

English
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Translation

Chinese

Crisp Skill

Crisp Skill

Overview

概述

Automates Crisp customer messaging platform operations including live chat management, helpdesk tickets, knowledge base, and CRM features through browser automation.
通过浏览器自动化实现Crisp客户消息平台的操作自动化,包括在线聊天管理、帮助台工单、知识库以及CRM功能。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/crisp/install.sh | bash
Or manually:
bash
cp -r skills/crisp ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/crisp/install.sh | bash
或者手动安装:
bash
cp -r skills/crisp ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置:
bash
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First, ensure canifi-env is installed:

首先,确保已安装canifi-env:

canifi-env set CRISP_EMAIL "your-email@example.com" canifi-env set CRISP_PASSWORD "your-password"
undefined
canifi-env set CRISP_EMAIL "your-email@example.com" canifi-env set CRISP_PASSWORD "your-password"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭据,由您掌控。 Canifi LifeOS尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1:手动浏览器登录(推荐)

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭据:
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用您的已认证会话,且全程不会接触到您的密码

Option 2: Environment Variables

选项2:环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭据,可以将其存储在本地:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意:存储在canifi-env中的凭据仅能在您的本地设备上访问,绝不会被传输到外部。

Capabilities

功能特性

  • Respond to live chat conversations
  • Manage helpdesk tickets
  • Access visitor and contact data
  • Use canned responses
  • Create knowledge base articles
  • Set operator availability
  • View conversation analytics
  • Manage chatbot flows
  • 回复在线聊天对话
  • 管理帮助台工单
  • 访问访客与联系人数据
  • 使用预设回复
  • 创建知识库文章
  • 设置客服人员在线状态
  • 查看对话分析数据
  • 管理聊天机器人流程

Usage Examples

使用示例

Example 1: Respond to Live Chat

示例1:回复在线聊天

User: "Reply to the visitor asking about pricing on Crisp"
Claude: I'll respond to that chat.
- Navigate to Crisp inbox
- Find pricing inquiry conversation
- Review visitor context and history
- Compose helpful pricing response
- Send message
- Confirm delivery
用户:"回复Crisp上询问定价的访客"
Claude:我将回复该聊天。
- 导航至Crisp收件箱
- 找到询问定价的对话
- 查看访客背景与历史记录
- 撰写有用的定价回复
- 发送消息
- 确认送达

Example 2: Create Ticket

示例2:创建工单

User: "Convert this chat to a helpdesk ticket for follow-up"
Claude: I'll create that ticket.
- Open current conversation
- Click convert to ticket
- Set priority and category
- Assign to appropriate team
- Confirm ticket created
用户:"将此聊天转换为帮助台工单以便跟进"
Claude:我将创建该工单。
- 打开当前对话
- 点击转换为工单
- 设置优先级与分类
- 分配给对应团队
- 确认工单已创建

Example 3: Use Canned Response

示例3:使用预设回复

User: "Send the business hours canned response"
Claude: I'll send that response.
- Open active conversation
- Access canned responses shortcut
- Select "business hours" response
- Insert and send
- Confirm message sent
用户:"发送营业时间的预设回复"
Claude:我将发送该回复。
- 打开活跃对话
- 打开预设回复快捷入口
- 选择“营业时间”回复
- 插入并发送
- 确认消息已发送

Example 4: Update Knowledge Base

示例4:更新知识库

User: "Add a new FAQ article about returns to Crisp"
Claude: I'll create that article.
- Navigate to Knowledge Base section
- Click create new article
- Set category as FAQ
- Write returns policy content
- Publish article
- Confirm live
用户:"在Crisp中添加一篇关于退货的新FAQ文章"
Claude:我将创建该文章。
- 导航至知识库板块
- 点击创建新文章
- 设置分类为FAQ
- 撰写退货政策内容
- 发布文章
- 确认已上线

Authentication Flow

认证流程

  1. Navigate to app.crisp.chat via Playwright MCP
  2. Enter email and password from canifi-env
  3. Select website if multiple
  4. Handle 2FA if enabled (notify user via iMessage)
  5. Verify inbox access
  6. Maintain session cookies
  1. 通过Playwright MCP导航至app.crisp.chat
  2. 输入canifi-env中的邮箱与密码
  3. 若存在多个网站则进行选择
  4. 若启用了双因素认证则进行处理(通过iMessage通知用户)
  5. 验证收件箱访问权限
  6. 维持会话Cookie

Error Handling

错误处理

  • Login Failed: Verify credentials, check for CAPTCHA
  • Session Expired: Re-authenticate automatically
  • 2FA Required: iMessage for verification code
  • Website Not Found: List available websites for selection
  • Conversation Closed: Cannot send to closed chats
  • Visitor Offline: Message will be delivered when they return
  • Rate Limited: Implement backoff for rapid messages
  • Permission Denied: Check operator permissions
  • 登录失败:验证凭据,检查是否存在验证码
  • 会话过期:自动重新认证
  • 需要双因素认证:通过iMessage获取验证码
  • 未找到网站:列出可用网站供选择
  • 对话已关闭:无法向已关闭的聊天发送消息
  • 访客离线:消息将在访客上线时送达
  • 请求受限:对频繁发送的消息实现退避机制
  • 权限不足:检查客服人员的权限

Self-Improvement Instructions

自我优化说明

When encountering new Crisp features:
  1. Document new chat UI elements
  2. Add support for new message types
  3. Log successful response patterns
  4. Update for new helpdesk features
当遇到Crisp的新功能时:
  1. 记录新的聊天UI元素
  2. 添加对新消息类型的支持
  3. 记录成功的响应模式
  4. 针对新的帮助台功能进行更新

Notes

注意事项

  • Free plan has limited features
  • Chatbot flows require Pro plan or higher
  • Visitor data depends on tracking setup
  • Knowledge base requires appropriate plan
  • Multiple operators can view same conversation
  • Mobile app notifications may duplicate
  • Campaign features have separate interface
  • 免费版功能有限
  • 聊天机器人流程需要专业版或更高版本
  • 访客数据取决于追踪设置
  • 知识库功能需要对应版本支持
  • 多名客服人员可查看同一对话
  • 移动应用通知可能会重复
  • 营销活动功能拥有独立界面