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freshchat

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Freshchat Skill

Freshchat Skill

Overview

概述

Automates Freshchat customer messaging operations including live chat, bot conversations, team inbox management, and campaign messaging through browser automation.
通过浏览器自动化实现Freshchat客户消息运营的自动化，包括在线聊天、机器人对话、团队收件箱管理以及营销活动消息推送。

Quick Install

快速安装

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

First, ensure canifi-env is installed:

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set FRESHCHAT_EMAIL "your-email@example.com" canifi-env set FRESHCHAT_PASSWORD "your-password" canifi-env set FRESHCHAT_DOMAIN "your-domain.freshchat.com"
undefined
canifi-env set FRESHCHAT_EMAIL "your-email@example.com" canifi-env set FRESHCHAT_PASSWORD "your-password" canifi-env set FRESHCHAT_DOMAIN "your-domain.freshchat.com"
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Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭据，由你掌控。 Canifi LifeOS尊重你的隐私。

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
如果你不想与Claude Code共享凭据：
  1. 使用CDP模式完成浏览器自动化配置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用你的已认证会话，全程不会获取你的密码

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.
如果你愿意共享凭据，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中的凭据仅能在你的本地机器上访问，绝不会被传输至外部。

Capabilities

功能特性

  • Handle live chat conversations
  • Manage bot-to-human handoffs
  • Access user profiles and history
  • Use canned responses
  • Create conversation topics
  • Monitor team performance
  • Set away status
  • Send targeted campaigns
  • 处理在线聊天对话
  • 管理机器人转人工交接
  • 访问用户资料与历史记录
  • 使用快捷回复模板
  • 创建对话主题
  • 监控团队绩效
  • 设置离开状态
  • 发送定向营销活动

Usage Examples

使用示例

Example 1: Handle Bot Handoff

示例1：处理机器人转人工

User: "Take over the chat that the bot transferred"
Claude: I'll take that conversation.
- Navigate to Freshchat inbox
- Find bot-transferred conversation
- Accept handoff
- Review bot conversation history
- Continue assisting customer
用户："接管机器人转接的对话"
Claude：我来处理这个对话。
- 导航至Freshchat收件箱
- 找到机器人转接的对话
- 接受转接请求
- 查看机器人对话历史
- 继续协助客户

Example 2: Use Canned Response

示例2：使用快捷回复

User: "Send the warranty info canned response"
Claude: I'll send that response.
- Open current conversation
- Access canned responses
- Select warranty information
- Insert into chat
- Send to customer
用户："发送保修信息的快捷回复"
Claude：我来发送这个回复。
- 打开当前对话
- 访问快捷回复模板
- 选择保修信息模板
- 插入至聊天框
- 发送给客户

Example 3: Assign to Team

示例3：分配至团队

User: "Assign this chat to the billing team"
Claude: I'll reassign the conversation.
- Open current conversation
- Click assign option
- Select billing team
- Add handoff note
- Confirm assignment
用户："将这个对话分配给账单团队"
Claude：我来重新分配对话。
- 打开当前对话
- 点击分配选项
- 选择账单团队
- 添加转接备注
- 确认分配

Example 4: View User Journey

示例4：查看用户旅程

User: "Show me this customer's previous conversations"
Claude: I'll pull their history.
- Open customer profile
- Navigate to conversation history
- List previous interactions
- Summarize key issues
- Present timeline
用户："展示这位客户的历史对话"
Claude：我来调取他们的历史记录。
- 打开客户资料
- 导航至对话历史页面
- 列出过往交互记录
- 总结关键问题
- 呈现时间线

Authentication Flow

认证流程

  1. Navigate to domain.freshchat.com via Playwright MCP
  2. Enter email and password from canifi-env
  3. Handle 2FA if enabled (notify user via iMessage)
  4. Verify inbox access
  5. Set online status if needed
  6. Maintain session cookies
  1. 通过Playwright MCP导航至domain.freshchat.com
  2. 从canifi-env中读取邮箱和密码并输入
  3. 若启用双因素认证则处理（通过iMessage通知用户）
  4. 验证收件箱访问权限
  5. 如有需要设置在线状态
  6. 维护会话Cookie

Error Handling

错误处理

  • Login Failed: Verify domain and credentials
  • Session Expired: Re-authenticate automatically
  • 2FA Required: iMessage for verification code
  • Conversation Resolved: Cannot reopen resolved chats
  • Team Not Found: List available teams
  • Rate Limited: Implement message queue
  • Bot Active: Wait for handoff or force takeover
  • User Offline: Message will be delivered later
  • 登录失败：验证域名和凭据
  • 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
  • 对话已解决：无法重新打开已解决的对话
  • 未找到团队：列出可用团队
  • 请求受限：实现消息队列
  • 机器人活跃中：等待转接或强制接管
  • 用户离线：消息将稍后送达

Self-Improvement Instructions

自我优化说明

When encountering new Freshchat features:
  1. Document new inbox UI elements
  2. Add support for new message types
  3. Log successful handoff patterns
  4. Update for bot integration changes
当遇到Freshchat新功能时：
  1. 记录新的收件箱UI元素
  2. 添加对新消息类型的支持
  3. 记录成功的转接模式
  4. 针对机器人集成更新进行适配

Notes

注意事项

  • Part of Freshworks suite
  • Integrates with Freshdesk for tickets
  • Bot flows defined in Freddy AI
  • Campaigns require appropriate plan
  • User properties affect segmentation
  • In-app messaging differs from web
  • Assignment rules affect routing
  • 属于Freshworks套件的一部分
  • 与Freshdesk集成用于工单处理
  • 机器人流程由Freddy AI定义
  • 营销活动需要对应套餐权限
  • 用户属性影响细分规则
  • 应用内消息与网页版不同
  • 分配规则影响路由策略