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intercom

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Original

English
🇨🇳

Translation

Chinese

Intercom Skill

Intercom Skill

Overview

概述

Automates Intercom customer support operations including managing conversations, responding to tickets, handling the team inbox, and accessing customer data through browser automation.
通过浏览器自动化实现Intercom客户支持操作的自动化，包括管理对话、回复工单、处理团队收件箱以及访问客户数据。

Quick Install

快速安装

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

Setup

配置设置

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

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

canifi-env set INTERCOM_EMAIL "your-email@example.com" canifi-env set INTERCOM_PASSWORD "your-password" canifi-env set INTERCOM_WORKSPACE "your-workspace"
undefined
canifi-env set INTERCOM_EMAIL "your-email@example.com" canifi-env set INTERCOM_PASSWORD "your-password" canifi-env set INTERCOM_WORKSPACE "your-workspace"
undefined

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:
  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共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  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机器上访问，绝不会被传输至其他地方。

Capabilities

功能特性

  • Respond to customer conversations
  • Manage and assign tickets
  • Access customer profiles and history
  • Use saved replies and macros
  • Tag and categorize conversations
  • Snooze and close conversations
  • Create and manage help articles
  • View analytics and reports
  • 回复客户对话
  • 管理并分配工单
  • 访问客户资料与历史记录
  • 使用已保存回复和宏指令
  • 为对话添加标签并分类
  • 暂停和关闭对话
  • 创建并管理帮助文章
  • 查看分析报告

Usage Examples

使用示例

Example 1: Respond to Customer

示例1：回复客户

User: "Reply to the latest Intercom conversation about billing"
Claude: I'll respond to that billing inquiry.
- Navigate to Intercom inbox
- Find latest billing conversation
- Review customer history and context
- Compose helpful response
- Send reply
- Confirm message sent
用户：“回复Intercom中最新的关于账单的对话”
Claude：我将回复该账单咨询。
- 导航至Intercom收件箱
- 找到最新的账单对话
- 查看客户历史记录和上下文
- 撰写有帮助的回复
- 发送回复
- 确认消息已发送

Example 2: Assign Ticket

示例2：分配工单

User: "Assign the support ticket from John to the technical team"
Claude: I'll assign that ticket.
- Open conversation from John
- Click assign/reassign
- Select technical team
- Add internal note if needed
- Confirm assignment
用户：“将John提交的支持工单分配给技术团队”
Claude：我将分配该工单。
- 打开John的对话
- 点击分配/重新分配
- 选择技术团队
- 如有需要添加内部备注
- 确认分配完成

Example 3: Use Saved Reply

示例3：使用已保存回复

User: "Send the refund policy saved reply to the current customer"
Claude: I'll send that saved reply.
- Open current conversation
- Access saved replies
- Find "refund policy" reply
- Insert and customize if needed
- Send to customer
用户：“将退款政策的已保存回复发送给当前客户”
Claude：我将发送该已保存回复。
- 打开当前对话
- 访问已保存回复
- 找到“退款政策”回复
- 插入并按需自定义
- 发送给客户

Example 4: Check Team Performance

示例4：查看团队绩效

User: "Show me today's Intercom response metrics"
Claude: I'll pull today's metrics.
- Navigate to Reports section
- Select today's date range
- Gather response time data
- Compile conversation volume
- Present summary statistics
用户：“展示今天的Intercom响应指标”
Claude：我将提取今天的指标数据。
- 导航至报告板块
- 选择今日的日期范围
- 收集响应时间数据
- 统计对话量
- 呈现汇总统计信息

Authentication Flow

认证流程

  1. Navigate to app.intercom.com via Playwright MCP
  2. Enter email and password from canifi-env
  3. Select correct workspace if multiple
  4. Handle 2FA if enabled (notify user via iMessage)
  5. Verify inbox access
  6. Maintain session cookies
  1. 通过Playwright MCP导航至app.intercom.com
  2. 从canifi-env中获取邮箱和密码并输入
  3. 若存在多个工作区，选择正确的工作区
  4. 若启用了两步验证，通过iMessage通知用户
  5. 验证收件箱访问权限
  6. 维护会话Cookie

Error Handling

错误处理

  • Login Failed: Verify workspace access, retry authentication
  • Session Expired: Re-authenticate automatically
  • 2FA Required: iMessage for verification code
  • Workspace Not Found: List available workspaces for selection
  • Conversation Not Found: Search by customer email or name
  • Permission Denied: Check user role permissions
  • Rate Limited: Implement backoff for bulk operations
  • Customer Not Found: Search by alternative identifiers
  • 登录失败：验证工作区访问权限，重试认证
  • 会话过期：自动重新认证
  • 需要两步验证：通过iMessage请求验证码
  • 未找到工作区：列出可用工作区供选择
  • 未找到对话：通过客户邮箱或姓名搜索
  • 权限被拒绝：检查用户角色权限
  • 请求受限：对批量操作实现退避机制
  • 未找到客户：通过其他标识符搜索

Self-Improvement Instructions

自我改进说明

When encountering new Intercom features:
  1. Document new inbox UI elements
  2. Add support for new conversation types
  3. Log successful response patterns
  4. Update for new automation features
当遇到Intercom的新功能时：
  1. 记录新的收件箱UI元素
  2. 添加对新对话类型的支持
  3. 记录成功的响应模式
  4. 针对新的自动化功能进行更新

Notes

注意事项

  • Different plans have different feature access
  • Operator bot may handle some conversations automatically
  • Custom attributes affect customer data display
  • SLA timers may apply to conversations
  • Some features require admin access
  • Messenger customization affects UI elements
  • Product tours and surveys have separate interfaces
  • 不同套餐的功能访问权限不同
  • 操作机器人可能会自动处理部分对话
  • 自定义属性会影响客户数据的显示
  • 对话可能适用SLA计时器
  • 部分功能需要管理员权限
  • Messenger自定义设置会影响UI元素
  • 产品导览和调查拥有独立的界面