Crisp

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

• Respond to live chat conversations
• Manage helpdesk tickets
• Access visitor and contact data
• Use canned responses
• Create knowledge base articles
• Set operator availability
• View conversation analytics
• Manage chatbot flows

Usage Examples

Example 1: Respond to Live Chat

User: "Reply to the visitor asking about pricing on Crisp"
Claude: I'll respond to that chat.
- Navigate to Crisp inbox
- Find pricing inquiry conversation
- Review visitor context and history
- Compose helpful pricing response
- Send message
- Confirm delivery

Example 2: Create Ticket

User: "Convert this chat to a helpdesk ticket for follow-up"
Claude: I'll create that ticket.
- Open current conversation
- Click convert to ticket
- Set priority and category
- Assign to appropriate team
- Confirm ticket created

Example 3: Use Canned Response

User: "Send the business hours canned response"
Claude: I'll send that response.
- Open active conversation
- Access canned responses shortcut
- Select "business hours" response
- Insert and send
- Confirm message sent

Example 4: Update Knowledge Base

User: "Add a new FAQ article about returns to Crisp"
Claude: I'll create that article.
- Navigate to Knowledge Base section
- Click create new article
- Set category as FAQ
- Write returns policy content
- Publish article
- Confirm live

Authentication Flow

1. Navigate to app.crisp.chat via Playwright MCP
2. Enter email and password from canifi-env
3. Select website if multiple
4. Handle 2FA if enabled (notify user via iMessage)
5. Verify inbox access
6. Maintain session cookies

Error Handling

• Login Failed: Verify credentials, check for CAPTCHA
• Session Expired: Re-authenticate automatically
• 2FA Required: iMessage for verification code
• Website Not Found: List available websites for selection
• Conversation Closed: Cannot send to closed chats
• Visitor Offline: Message will be delivered when they return
• Rate Limited: Implement backoff for rapid messages
• Permission Denied: Check operator permissions

Self-Improvement Instructions

When encountering new Crisp features:

1. Document new chat UI elements
2. Add support for new message types
3. Log successful response patterns
4. Update for new helpdesk features

Notes

• Free plan has limited features
• Chatbot flows require Pro plan or higher
• Visitor data depends on tracking setup
• Knowledge base requires appropriate plan
• Multiple operators can view same conversation
• Mobile app notifications may duplicate
• Campaign features have separate interface