Customerly Skill

Customer Relation

Domain knowledge for your AI assistant — workflow patterns, data model concepts, and gotchas for Customerly tools.

2 tools
SKILL.md

Customerly
SKILL.md

Domain knowledge for using Customerly tools effectively

Customerly

Customerly is a customer relationship management platform that offers live chat, email automation, and surveys to enhance customer support and engagement. Use it to streamline communication and improve customer satisfaction.

Data Model

  • Leads (contacts/prospects), Users (team members).

Gotchas

  • Lead-centric: Most support and engagement data flows through leads.

Use with Customerly Bundle

This skill teaches your AI assistant domain knowledge. To actually execute Customerly API calls, enable the MCP bundle — the skill and bundle work together.

Ready to use Customerly?

Install the skill for domain knowledge, enable the bundle for authenticated tool access

What is a Skill?

Customerly Skill - SKILL.md for Claude Code, Cursor & More