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zendesk-chat

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Zendesk Chat Skill

Zendesk Chat 技能

Overview

概述

Automates Zendesk Chat (formerly Zopim) operations including live chat management, visitor engagement, chat routing, and integration with Zendesk Support through browser automation.
通过浏览器自动化实现Zendesk Chat（前身为Zopim）操作的自动化，包括实时对话管理、访客互动、对话路由以及与Zendesk Support的集成。

Quick Install

快速安装

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

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

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

canifi-env set ZENDESK_EMAIL "your-email@example.com" canifi-env set ZENDESK_PASSWORD "your-password" canifi-env set ZENDESK_SUBDOMAIN "your-subdomain"
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canifi-env set ZENDESK_EMAIL "your-email@example.com" canifi-env set ZENDESK_PASSWORD "your-password" canifi-env set ZENDESK_SUBDOMAIN "your-subdomain"
undefined

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，且永远不会看到你的密码

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。

Capabilities

功能

  • Handle live chat conversations
  • Manage chat routing and departments
  • Access visitor information and history
  • Use shortcuts and macros
  • Create support tickets from chats
  • Monitor chat analytics
  • Set agent availability
  • Trigger proactive chats
  • 处理实时对话
  • 管理对话路由与部门分配
  • 访问访客信息与历史记录
  • 使用快捷方式与宏
  • 从对话创建支持工单
  • 监控对话分析数据
  • 设置坐席在线状态
  • 触发主动对话

Usage Examples

使用示例

Example 1: Handle Live Chat

示例1：处理实时对话

User: "Respond to the waiting chat about account access"
Claude: I'll handle that chat.
- Navigate to Zendesk Chat dashboard
- Accept waiting chat
- Review visitor information
- Compose helpful response
- Send message and continue assisting
用户："回复关于账户访问的等待对话"
Claude：我将处理该对话。
- 导航至Zendesk Chat控制台
- 接受等待中的对话
- 查看访客信息
- 撰写有帮助的回复
- 发送消息并继续协助

Example 2: Create Ticket from Chat

示例2：从对话创建工单

User: "Convert this chat to a support ticket"
Claude: I'll create the ticket.
- Open current chat conversation
- Click create ticket option
- Transfer chat details to ticket
- Set ticket priority and type
- Confirm ticket created with link
用户："将此对话转换为支持工单"
Claude：我将创建该工单。
- 打开当前对话
- 点击创建工单选项
- 将对话详情转移至工单
- 设置工单优先级与类型
- 确认工单创建并提供链接

Example 3: Use Chat Shortcut

示例3：使用对话快捷方式

User: "Send the greeting shortcut to the new visitor"
Claude: I'll use that shortcut.
- Open chat with new visitor
- Type shortcut command
- Select greeting message
- Send to visitor
- Confirm delivered
用户："向新访客发送问候快捷消息"
Claude：我将使用该快捷方式。
- 打开与新访客的对话
- 输入快捷命令
- 选择问候消息
- 发送给访客
- 确认已送达

Example 4: Check Chat Statistics

示例4：查看对话统计数据

User: "Show me today's chat performance"
Claude: I'll pull those statistics.
- Navigate to Analytics section
- Select today's date range
- Gather chat volume data
- Calculate response metrics
- Present performance summary
用户："展示今天的对话表现"
Claude：我将提取这些统计数据。
- 导航至分析板块
- 选择今日日期范围
- 收集对话量数据
- 计算响应指标
- 呈现表现总结

Authentication Flow

认证流程

  1. Navigate to subdomain.zendesk.com via Playwright MCP
  2. Enter email and password from canifi-env
  3. Navigate to Chat section
  4. Handle 2FA if enabled (notify user via iMessage)
  5. Verify chat dashboard access
  6. Maintain session cookies
  1. 通过Playwright MCP导航至subdomain.zendesk.com
  2. 从canifi-env中读取邮箱与密码并输入
  3. 导航至对话板块
  4. 若启用了双因素认证则处理（通过iMessage通知用户）
  5. 验证对话控制台访问权限
  6. 维护会话Cookie

Error Handling

错误处理

  • Login Failed: Verify subdomain and credentials
  • Session Expired: Re-authenticate automatically
  • 2FA Required: iMessage for verification code
  • Chat Limit Reached: Cannot accept more chats
  • Visitor Disconnected: Chat ended by visitor
  • Department Not Found: List available departments
  • Permission Denied: Check agent permissions
  • Rate Limited: Implement queue for responses
  • 登录失败：验证子域名与凭据
  • 会话过期：自动重新认证
  • 需要双因素认证：通过iMessage发送验证码请求
  • 对话数量上限：无法接受更多对话
  • 访客断开连接：对话被访客结束
  • 未找到部门：列出可用部门
  • 权限不足：检查坐席权限
  • 请求受限：实现响应队列

Self-Improvement Instructions

自我改进说明

When encountering new Zendesk Chat features:
  1. Document new UI elements
  2. Add support for new chat features
  3. Log successful response patterns
  4. Update for integration changes
当遇到Zendesk Chat的新功能时：
  1. 记录新的UI元素
  2. 添加对新对话功能的支持
  3. 记录成功的响应模式
  4. 更新以适配集成变更

Notes

注意事项

  • Zendesk Chat integrates with Zendesk Support
  • Chat triggers require admin configuration
  • Departments affect routing rules
  • Analytics depend on chat history
  • Proactive chat requires visitor tracking
  • Some features require Enterprise plan
  • Mobile SDK chats appear differently
  • Zendesk Chat与Zendesk Support集成
  • 对话触发器需要管理员配置
  • 部门会影响路由规则
  • 分析数据依赖对话历史
  • 主动对话需要访客跟踪
  • 部分功能需要Enterprise计划
  • 移动SDK对话显示形式不同