Drift Skill

Overview

Automates Drift conversational marketing platform operations including live conversations, meeting booking, playbook management, and lead qualification through browser automation.

Quick Install

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

Or manually:

cp -r skills/drift ~/.canifi/skills/

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set DRIFT_EMAIL "your-email@example.com"
canifi-env set DRIFT_PASSWORD "your-password"

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 conversations
• Book meetings from chat
• Manage conversation routing
• Access visitor and account data
• Use saved replies
• Create and monitor playbooks
• Qualify and route leads
• View conversation analytics

Usage Examples

Example 1: Handle Sales Conversation

User: "Take the conversation from the enterprise visitor"
Claude: I'll handle that conversation.
- Navigate to Drift inbox
- Find enterprise visitor conversation
- Review account and visitor data
- Continue qualification conversation
- Route appropriately

Example 2: Book Meeting from Chat

User: "Schedule a demo with this prospect for next week"
Claude: I'll book that meeting.
- Open current conversation
- Access calendar booking widget
- Find next week availability
- Send meeting link to prospect
- Confirm booking when accepted

Example 3: Use Playbook Response

User: "Send the pricing tier playbook response"
Claude: I'll use that playbook.
- Open active conversation
- Access playbook responses
- Select pricing tier content
- Send to visitor
- Continue conversation flow

Example 4: Qualify Lead

User: "Qualify this lead and route to sales team"
Claude: I'll qualify and route.
- Review conversation context
- Check qualification criteria
- Update lead status
- Add qualification notes
- Route to sales team
- Confirm handoff

Authentication Flow

1. Navigate to app.drift.com via Playwright MCP
2. Enter email and password from canifi-env
3. Handle SSO if configured
4. Complete 2FA if enabled (notify user via iMessage)
5. Verify inbox access
6. Set availability status
7. Maintain session cookies

Error Handling

• Login Failed: Check SSO configuration, retry
• Session Expired: Re-authenticate automatically
• 2FA Required: iMessage for verification code
• Calendar Not Connected: Notify user to connect calendar
• Route Failed: Check routing rules configuration
• Playbook Not Found: List available playbooks
• Meeting Conflict: Suggest alternative times
• Visitor Left: Conversation ended, send follow-up email

Self-Improvement Instructions

When encountering new Drift features:

1. Document new conversation UI elements
2. Add support for new playbook types
3. Log successful qualification patterns
4. Update for new routing features

Notes

• Drift focuses on revenue acceleration
• Playbooks require appropriate plan
• Meeting booking needs calendar integration
• Account-based features need CRM sync
• Bot conversations may precede human chat
• Sales Seat vs. Lite Seat permissions differ
• Prospector features require add-on