Tawk To

Privacy & Authentication

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

Option 1: Manual Browser Login (Recommended)

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

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

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.

Capabilities

• Handle live chat conversations
• Monitor real-time visitors
• Use canned shortcuts
• Transfer chats between agents
• Access visitor history
• Manage chat tags
• Create ticketed chats
• Configure triggers

Usage Examples

Example 1: Handle Incoming Chat

User: "Accept and respond to the waiting chat"
Claude: I'll handle that chat.
- Navigate to Tawk.to dashboard
- Accept incoming chat
- Review visitor information
- Send greeting message
- Continue conversation

Example 2: Use Canned Shortcut

User: "Send the shipping FAQ shortcut"
Claude: I'll use that shortcut.
- Open current chat
- Type shortcut command
- Select shipping FAQ
- Send to visitor
- Confirm delivered

Example 3: Transfer Chat

User: "Transfer this chat to the technical support agent"
Claude: I'll transfer the chat.
- Open current conversation
- Click transfer option
- Select technical support agent
- Add transfer note
- Confirm transfer

Example 4: Monitor Visitors

User: "Show me current website visitors"
Claude: I'll show the visitor list.
- Navigate to Monitoring section
- View active visitors
- Display page they're viewing
- Show visitor location and device
- Highlight returning visitors

Authentication Flow

1. Navigate to dashboard.tawk.to via Playwright MCP
2. Enter email and password from canifi-env
3. Handle 2FA if enabled (notify user via iMessage)
4. Select property if multiple
5. Set agent status to online
6. Maintain session cookies

Error Handling

• Login Failed: Verify credentials, retry
• Session Expired: Re-authenticate automatically
• 2FA Required: iMessage for verification code
• Property Not Found: List available properties
• Agent Offline: Cannot transfer to offline agents
• Visitor Left: Chat ended by visitor
• Rate Limited: Implement message queue
• Connection Lost: Reconnect automatically

Self-Improvement Instructions

When encountering new Tawk.to features:

1. Document new dashboard UI elements
2. Add support for new chat features
3. Log successful response patterns
4. Update for new integration features

Notes

• Tawk.to is free with optional add-ons
• Multiple properties can be managed
• Video and voice chat available on plans
• Ticketing creates follow-up system
• Triggers are automated messages
• Mobile app for agent responses
• Knowledge base add-on available