When to Use
- You want to configure Cloud Chat (teams, agents, canned responses, macros, and rules) by chatting with your AI assistant (Claude, Cursor, or another MCP client)
- You want to consult and summarize conversations without creating a report
- You want to maintain the Help Center and prepare campaigns through the assistant
Prerequisites
- The MCP of Cloud Humans connected to your assistant. The step-by-step guide is in How to connect the MCP Server of Cloud Humans to Claude
- Your Cloud Chat user. The assistant has exactly the same permissions as you have on the platform. Several settings (teams, agents, automations, mandatory fields) require an administrator profile
About this article
To see MCP details on the platform, click on Profile Settings > MCP / API. The full list of tools is in the API Documentation.
Below are examples of requests you can make to your assistant. Use them as a starting point and adapt to your operation.
How it works
Team and Support
- "Create the Support N2 team and add Ana and JoĂŁo": adding members never removes existing ones from the team. To remove someone, use the panel
- "Register these 10 agents with agent profile"
- "Who is in the Finance team?"
- "Create reasons Lunch and Meeting for the Busy status"
Canned responses, macros, and rules
- "Convert these macros from my old helpdesk into canned responses": each canned response shortcut must be unique in the account
- "Create a macro that assigns the conversation to the Finance team and adds the tag 'billing'"
- "Require team and tag before resolving a conversation": the fields that can be mandatory are priority, responsible, tag, and team
- "Which automations are active in the account?"
Conversations
- "Summarize yesterday's conversations with the tag 'complaint'"
- "List open conversations from the Support N2 team"
- "Find the conversation for ticket 98765": accepts the conversation number in Cloud Chat or the ticket ID in your helpdesk
Campaigns
- "How many contacts with the tag 'delinquent' receive a WhatsApp campaign?": just counts, does not send anything
- "Which approved WhatsApp templates do I have?"
Creating a campaign immediately triggers sending, and it cannot be canceled afterward. Each WhatsApp message is charged and sent to a real person. Before requesting to create, check the audience with the count request above.
Help Center
- "Create the 'Payments' category in the Help Center"
- "Create this article as a draft in the Payments category": the article only appears to the public after you request to publish
- "Translate the 'How to issue a second copy' article into English"
Notes
- If your user has access to more than one account, specify which one to use in the conversation
- The assistant only sees the inboxes that your user can see on the panel