intercom-crm

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

Intercom Skill

Manage customer messaging and support with Intercom's conversational platform.

借助Intercom的对话平台管理客户消息与支持服务。

Quick Install

快速安装

bash

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

Or manually:

bash

cp -r skills/intercom-crm ~/.canifi/skills/

bash

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

或者手动安装：

bash

cp -r skills/intercom-crm ~/.canifi/skills/

Setup

配置步骤

Configure via canifi-env:

bash

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通过canifi-env进行配置：

bash

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First, ensure canifi-env is installed:

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

canifi-env set INTERCOM_ACCESS_TOKEN "your_access_token" canifi-env set INTERCOM_APP_ID "your_app_id"

undefined

canifi-env set INTERCOM_ACCESS_TOKEN "your_access_token" canifi-env set INTERCOM_APP_ID "your_app_id"

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Privacy & Authentication

隐私与认证

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

你的凭证，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:

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

如果你不想与Claude Code共享凭证：

使用CDP模式完成浏览器自动化配置
在Playwright控制的Chrome窗口中手动登录该服务
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.

如果你愿意共享凭证，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中的凭证仅能在你的本地设备访问，绝不会被传输至外部。

Capabilities

功能特性

Conversation Management: Handle live chat and messenger conversations
User Management: Track and segment users with custom attributes
Automated Messages: Create targeted in-app messages and bots
Help Center: Manage knowledge base articles and collections
Product Tours: Create and manage onboarding product tours

对话管理：处理实时聊天与信使对话
用户管理：通过自定义属性跟踪和细分用户
自动消息：创建定向应用内消息与机器人
帮助中心：管理知识库文章与合集
产品导览：创建并管理新手引导产品导览

Usage Examples

使用示例

Reply to Conversation

回复对话

User: "Reply to the latest Intercom conversation from John"
Assistant: Sends reply in active conversation

用户："回复来自John的最新Intercom对话"
助手：在活跃对话中发送回复

Create User

创建用户

User: "Add a new user to Intercom with email sarah@company.com"
Assistant: Creates user with provided details

用户："添加邮箱为sarah@company.com的新用户到Intercom"
助手：根据提供的信息创建用户

Send Message

发送消息

User: "Send an in-app message to users who signed up this week"
Assistant: Creates targeted message campaign

用户："向本周注册的用户发送应用内消息"
助手：创建定向消息活动

Search Users

搜索用户

User: "Find all Intercom users on the enterprise plan"
Assistant: Searches users by segment criteria

用户："查找所有使用企业版套餐的Intercom用户"
助手：根据细分条件搜索用户

Authentication Flow

认证流程

Create app in Intercom Developer Hub
Get access token from app settings
Use Bearer token for API requests
OAuth available for published apps

在Intercom开发者中心创建应用
从应用设置中获取访问令牌
为API请求使用Bearer令牌
已发布应用支持OAuth

Error Handling

错误处理

Error	Cause	Solution
401 Unauthorized	Invalid token	Verify access token
403 Forbidden	Scope not available	Check app permissions
404 Not Found	Resource not found	Verify 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	验证访问令牌
403 禁止访问	权限范围不足	检查应用权限
404 未找到	资源不存在	验证ID
429 请求受限	请求次数过多	实现退避机制

Notes

注意事项

Combines messaging, bots, and help desk
Resolution bot for automated support
Series for visual automation builder
Product tours for onboarding
Custom bots with Fin AI
API rate limit varies by plan

整合消息、机器人与帮助台功能
提供用于自动支持的解决机器人
可视化自动化构建器Series
用于新手引导的产品导览
搭载Fin AI的自定义机器人
API请求限额因套餐而异