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helpscout

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Help Scout Skill

Help Scout Skill

Manage customer support with Help Scout's human-focused help desk.
借助Help Scout以人为本的服务台管理客户支持工作。

Quick Install

快速安装

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

Setup

配置

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

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

canifi-env set HELPSCOUT_API_KEY "your_api_key" canifi-env set HELPSCOUT_APP_ID "your_app_id" canifi-env set HELPSCOUT_APP_SECRET "your_app_secret"
undefined
canifi-env set HELPSCOUT_API_KEY "your_api_key" canifi-env set HELPSCOUT_APP_ID "your_app_id" canifi-env set HELPSCOUT_APP_SECRET "your_app_secret"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭证，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:
  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共享凭证：
  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中的凭证仅能在您的本地设备访问，绝不会被传输。

Capabilities

功能

  1. Conversation Management: Manage customer email conversations
  2. Customer Profiles: View customer history and data in sidebar
  3. Saved Replies: Use and manage canned responses
  4. Docs Knowledge Base: Create and manage help documentation
  5. Beacon Widget: Manage website chat widget and messenger
  1. 对话管理：管理客户邮件对话
  2. 客户档案：在侧边栏查看客户历史记录和数据
  3. 预设回复：使用并管理预设回复
  4. 文档知识库：创建并管理帮助文档
  5. Beacon小部件：管理网站聊天小部件和消息工具

Usage Examples

使用示例

View Conversation

查看对话

User: "Show me the latest Help Scout conversation from TechCorp"
Assistant: Returns recent customer conversation
用户："显示来自TechCorp的最新Help Scout对话"
助手：返回最近的客户对话

Create Conversation

创建对话

User: "Start a new conversation with john@customer.com about their renewal"
Assistant: Creates new email conversation
用户："与john@customer.com开启关于续费的新对话"
助手：创建新的邮件对话

Update Status

更新状态

User: "Close the conversation with customer #12345"
Assistant: Updates conversation status to closed
用户："关闭编号为#12345的客户对话"
助手：将对话状态更新为已关闭

Search Docs

搜索文档

User: "Find Help Scout docs about password resets"
Assistant: Searches knowledge base for matching articles
用户："查找Help Scout中关于密码重置的文档"
助手：在知识库中搜索匹配的文章

Authentication Flow

认证流程

  1. Create OAuth application in Help Scout
  2. Use OAuth 2.0 client credentials flow
  3. Get access token with app ID and secret
  4. API key available for basic auth
  1. 在Help Scout中创建OAuth应用
  2. 使用OAuth 2.0客户端凭证流程
  3. 通过应用ID和密钥获取访问令牌
  4. API密钥可用于基础认证

Error Handling

错误处理

ErrorCauseSolution
401 UnauthorizedInvalid credentialsVerify API key or OAuth tokens
403 ForbiddenInsufficient permissionsCheck user role
404 Not FoundConversation not foundVerify conversation ID
429 Rate LimitedToo many requestsImplement backoff
错误原因解决方案
401 未授权凭证无效验证API密钥或OAuth令牌
403 禁止访问权限不足检查用户角色
404 未找到对话不存在验证对话ID
429 请求受限请求过于频繁实现退避机制

Notes

说明

  • Focus on personal customer experience
  • No ticket numbers visible to customers
  • Beacon for in-app messaging
  • Docs for knowledge base
  • Plus plan includes reporting
  • Pro plan includes advanced workflows
  • 聚焦个性化客户体验
  • 客户不会看到工单编号
  • Beacon用于应用内消息传递
  • Docs用于知识库
  • Plus套餐包含报告功能
  • Pro套餐包含高级工作流