gladly

Compare original and translation side by side

🇺🇸

Original

English

🇨🇳

Translation

Chinese

Gladly Skill

Manage customer service with Gladly's people-centered support platform.

借助Gladly以人为本的支持平台管理客户服务。

Quick Install

快速安装

bash

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

Or manually:

bash

cp -r skills/gladly ~/.canifi/skills/

bash

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

或者手动安装：

bash

cp -r skills/gladly ~/.canifi/skills/

Setup

设置

Configure via canifi-env:

bash

undefined

通过canifi-env进行配置：

bash

undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

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

canifi-env set GLADLY_API_TOKEN "your_api_token" canifi-env set GLADLY_ORGANIZATION "your_organization"

undefined

canifi-env set GLADLY_API_TOKEN "your_api_token" canifi-env set GLADLY_ORGANIZATION "your_organization"

undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.

您的凭据，您做主。 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:

Complete the Browser Automation Setup using CDP mode
Login to the service manually in the Playwright-controlled Chrome window
Claude will use your authenticated session without ever seeing your password

如果您不想与Claude Code共享凭据：

使用CDP模式完成浏览器自动化设置
在Playwright控制的Chrome窗口中手动登录服务
Claude将使用您的已认证会话，全程不会获取您的密码

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机器上访问，绝不会被传输。

Capabilities

功能

Customer Timeline: View complete customer history in single view
Omnichannel Support: Handle voice, email, chat, SMS, and social
Task Management: Create and manage follow-up tasks
Knowledge Management: Access and share help content
Workforce Management: Manage agent schedules and capacity

客户时间线：在单一视图中查看完整的客户历史记录
全渠道支持：处理语音、邮件、聊天、短信和社交媒体渠道
任务管理：创建并管理跟进任务
知识管理：访问并共享帮助内容
劳动力管理：管理坐席日程和工作容量

Usage Examples

使用示例

View Customer

查看客户信息

User: "Show me the Gladly timeline for john@customer.com"
Assistant: Returns complete customer interaction history

用户："帮我查看john@customer.com的Gladly时间线"
助手：返回完整的客户交互历史

Create Conversation

创建对话

User: "Start a new conversation with customer about order issue"
Assistant: Creates conversation with customer context

用户："启动与客户关于订单问题的新对话"
助手：创建包含客户上下文的对话

Add Task

添加任务

User: "Create a follow-up task for the VIP customer inquiry"
Assistant: Creates task linked to conversation

用户："为VIP客户的咨询创建跟进任务"
助手：创建关联对话的任务

Search Customers

搜索客户

User: "Find all Gladly customers with VIP status"
Assistant: Searches and returns matching customers

用户："查找所有拥有VIP身份的Gladly客户"
助手：搜索并返回匹配的客户

Authentication Flow

认证流程

Get API token from Gladly admin settings
Use Basic Auth with token
Organization-specific endpoints
SSO available for agents

从Gladly管理员设置中获取API令牌
使用令牌进行基础认证
组织专属的端点
坐席可使用单点登录（SSO）

Error Handling

错误处理

Error	Cause	Solution
401 Unauthorized	Invalid token	Verify API token
403 Forbidden	Insufficient permissions	Check admin access
404 Not Found	Customer not found	Verify customer ID
429 Rate Limited	Too many requests	Implement backoff

错误	原因	解决方案
401 未授权	令牌无效	验证API令牌
403 禁止访问	权限不足	检查管理员权限
404 未找到	客户不存在	验证客户ID
429 请求受限	请求过于频繁	实现退避机制

Notes

注意事项

People-centered, not ticket-centered
Single customer timeline view
Voice support built-in
AI-powered agent assist
Hero (agent) empowerment focus
Enterprise-grade platform

以人为本，而非以工单为中心
单一客户时间线视图
内置语音支持
AI驱动的坐席辅助
聚焦赋能坐席（Hero）
企业级平台