Richpanel AI agent skills for Claude Code, Cursor and RevampKey

5 ready-made playbooks that teach an AI agent how to do real Richpanel AI work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Richpanel AI

Connect Richpanel AI once and all 5 skills install themselves and stay up to date. Mac, Windows and Linux.

All 5 Richpanel AI skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing21 Richpanel AI tools

Use Richpanel AI safely from Claude

Sets Claude up to work in your Richpanel helpdesk: confirms the account and the exact ticket first, picks the right lookup tool, and asks before sending any reply, note, tag or status change.

Use it when

Right after connecting Richpanel to Claude, to learn what it can and cannot do.
Before a first task, to confirm the right account and ticket are in scope.
When a Richpanel request is vague and you want Claude to narrow it safely.

Tools it uses

get_conversation
list_conversations
get_customer_by_email_or_phone
search_conversations_by_customer
get_user
list_users
list_teams
get_available_metrics
query_analytics
list_ai_closure_candidates
list_tags
send_message
add_private_note
create_draft
assign_conversation
update_conversation
update_conversation_status
snooze_conversation
add_tags_to_conversation
remove_tags_from_conversation
create_tag

Example

Show me all open conversations from john@example.com this week and tell me which one is oldest.

Your account is Acme Support. John Doe has 3 open conversations this week: #4521 (billing question, 6 days old), #4533 (refund status, 2 days) and #4540 (login issue, 1 day). #4521 is the oldest. I searched this week only and did not page further. Nothing has been changed.

Use in RevampKeyRead the full skill →

Asks before writing6 Richpanel AI tools

Review closure candidates in Richpanel with AI

Reviews the conversations Richpanel flags as closure candidates, reads each thread in full, and proposes closure only where the work is genuinely finished. It asks for your approval before closing anything.

Use it when

Clearing the auto-close candidate queue at the end of the week
Checking whether a flagged ticket is really resolved before it drops out of follow-up
Bulk closing resolved conversations after a team review

Tools it uses

list_ai_closure_candidates
get_conversation
search_conversations_by_customer
update_conversation_status
add_private_note
send_message

Example

Review the closure candidates in Richpanel and tell me which ones are safe to close.

I pulled 42 closure candidates from the support workspace and read each thread in full. 27 are resolved with clear evidence: the customer confirmed the fix or the agent gave an answer and nothing is pending. 9 should stay open because the customer asked a follow-up that was never answered. 6 need a person to decide, mostly billing complaints. I have not closed anything yet. Reply yes to close the 27, or name any ids to leave out.

Use in RevampKeyRead the full skill →

Read-only4 Richpanel AI tools

Look up a customer's full history in Richpanel with AI

Finds one customer by email or phone and summarises every conversation, open item and promise, so you know the full story before you reply. It only reads and never changes a ticket.

Use it when

Before replying to an upset customer who has written in several times
Before escalating a case to a manager or another team
When a colleague hands over a customer and you need the backstory

Tools it uses

get_customer_by_email_or_phone
search_conversations_by_customer
get_conversation
get_user

Example

What's going on with jane.doe@example.com? Show me her open tickets and anything we promised her.

Jane Doe matched on jane.doe@example.com. I found 4 conversations in the last 90 days. 2 are open: a billing query waiting on your reply since Tuesday, and a delivery delay owned by Sam. One promise is unresolved: a refund confirmation agreed on 3 March with no follow-up recorded. Nothing was changed.

Use in RevampKeyRead the full skill →

Read-only4 Richpanel AI tools

Support performance report

Answers questions about response times, conversation volumes, agent workload and CSAT trends from Richpanel analytics, stating the date window and definitions for every figure. It only reads data and asks before taking any action.

Use it when

A manager asks what the average first response time was last month
The team wants conversation volume by channel for the last quarter
You need to know which agents handled the most tickets, with workload caveats

Tools it uses

get_available_metrics
query_analytics
list_users
list_teams

Example

What was our average first response time last month, and how did it compare to the month before?

Last month (1 to 30 June, your team's timezone) the mean first response time was 2 hours 14 minutes across 1,286 conversations. The month before (1 to 31 May) was 1 hour 52 minutes across 1,198 conversations. The mean is pulled up by a small number of slow weekend conversations, so the median is also worth checking before drawing a conclusion.

Use in RevampKeyRead the full skill →

Asks before writing15 Richpanel AI tools

Triage and route your Richpanel queue with AI

Ranks open and unassigned conversations by waiting time and urgency, groups them by topic, and proposes assignments and tags. It asks before changing any conversation.

Use it when

Clearing unassigned tickets at the start of a shift
Deciding which conversation has waited longest and needs an agent first
Routing a batch of billing or login tickets to the right team

Tools it uses

list_conversations
get_conversation
list_teams
list_users
list_tags
assign_conversation
add_tags_to_conversation
remove_tags_from_conversation
update_conversation_status
snooze_conversation
update_conversation
add_private_note
send_message
search_conversations_by_customer
create_tag

Example

Triage my unassigned Richpanel conversations and tell me what to pick up first.

I reviewed 42 open conversations: 18 unassigned, 9 assigned but stalled, and 15 snoozed and due back today. The top 3 are a double-charge complaint waiting 5 hours, two login failures from one customer, and a shipping query waiting 2 days. Fifteen billing questions form one group I propose routing to the billing team. Nothing has been changed yet. Reply with the numbers you approve.

Use in RevampKeyRead the full skill →

Get all 5 without copying a file

RevampKey adds the skills when you connect Richpanel AI, updates them for you and removes them when you disconnect.

Download RevampKey

How Richpanel AI skills work

Connect Richpanel AI
The Richpanel AI MCP server gives the agent its tools.
Ask in plain words
“Review the closure candidates in Richpanel and tell me which ones are safe to close.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Richpanel AI skills

In RevampKey the skills install themselves when you connect Richpanel AI. In other tools each skill is one folder with a SKILL.md file, and you also need the Richpanel AI MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Richpanel AI. All 5 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Review the closure candidates in Richpanel and tell me which ones are safe to close.”
Download RevampKeyConnect Richpanel AI · 1 click
Get RevampKey to connect Richpanel AI
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Richpanel AI is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials closure-candidate-review customer-history-lookup support-performance-report ticket-triage-and-routing; do curl -fsSL --create-dirs -o .claude/skills/richpanel-ai-$s/SKILL.md https://revampkey.com/marketplace/richpanel-ai/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Richpanel AI MCP server in Claude Code.

Run this in your project folder to add all 5 skills:

for s in essentials closure-candidate-review customer-history-lookup support-performance-report ticket-triage-and-routing; do
  curl -fsSL --create-dirs -o .claude/skills/richpanel-ai-$s/SKILL.md https://revampkey.com/marketplace/richpanel-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Review the closure candidates in Richpanel and tell me which ones are safe to close.”

Into the shared .agents/skills folder

Connect the Richpanel AI MCP server in Cursor.

Run this in your project folder to add all 5 skills:

for s in essentials closure-candidate-review customer-history-lookup support-performance-report ticket-triage-and-routing; do
  curl -fsSL --create-dirs -o .agents/skills/richpanel-ai-$s/SKILL.md https://revampkey.com/marketplace/richpanel-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Review the closure candidates in Richpanel and tell me which ones are safe to close.”

Into the shared .agents/skills folder

Connect the Richpanel AI MCP server in Codex.

Run this in your project folder to add all 5 skills:

for s in essentials closure-candidate-review customer-history-lookup support-performance-report ticket-triage-and-routing; do
  curl -fsSL --create-dirs -o .agents/skills/richpanel-ai-$s/SKILL.md https://revampkey.com/marketplace/richpanel-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Review the closure candidates in Richpanel and tell me which ones are safe to close.”

Into the shared .agents/skills folder

Connect the Richpanel AI MCP server in VS Code.

Run this in your project folder to add all 5 skills:

for s in essentials closure-candidate-review customer-history-lookup support-performance-report ticket-triage-and-routing; do
  curl -fsSL --create-dirs -o .agents/skills/richpanel-ai-$s/SKILL.md https://revampkey.com/marketplace/richpanel-ai/skills/$s/SKILL.md
done

Ask in plain language, for example “Review the closure candidates in Richpanel and tell me which ones are safe to close.”

RevampKey or copy the files?

In RevampKey

One click when you connect Richpanel AI
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Richpanel AI MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Richpanel AI skills FAQ

What is a Richpanel AI agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Richpanel AI skill describes one job, which Richpanel AI tools to use in which order, what to check first and when to stop and ask you.

Do the Richpanel AI skills change anything on their own?

2 of the 5 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Richpanel AI.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Richpanel AI; elsewhere you copy the folders into your project or skills directory.

Do I need the Richpanel AI MCP server too?

Yes. The skills tell the agent how to do the work; the Richpanel AI MCP server gives it the tools to do it. The Richpanel AI MCP setup guide covers every client.

Richpanel AI MCP server setup · This page as Markdown

Put Richpanel AI’s best workflows in your agent

Download RevampKey, connect Richpanel AI and ask your first question in about a minute.

Download RevampKey Connect Richpanel AI · 1 click

All 5 Richpanel AI skills

Use Richpanel AI safely from Claude

Use it when

Tools it uses

Review closure candidates in Richpanel with AI

Use it when

Tools it uses

Look up a customer's full history in Richpanel with AI

Use it when

Tools it uses

Support performance report

Use it when

Tools it uses

Triage and route your Richpanel queue with AI

Use it when

Tools it uses

Get all 5 without copying a file

How Richpanel AI skills work

How to install Richpanel AI skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Richpanel AI skills FAQ

Put Richpanel AI’s best workflows in your agent

Skills for related tools