drift

name	drift
description	Enables Claude to manage Drift conversations, playbooks, and conversational marketing operations
version	1.0.0
author	Canifi
category	communication

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 "[e-mail]"
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