We’re Intercom customers and we need to build a variation of the checklist on our own page, not inside the Messenger widget. I assumed the most obvious solution would be to consume an API that returns these checklists, similar to how it works with articles.
Do we have anything like that? I couldn’t find it in the documentation.
This is very important for us!
Best answer by Paul Byrne
Hey
I recommend the following :
Create the checklist content in Intercom where appropriate (Outbound / Help Center). See the Help Center article: https://www.intercom.com/help/en/articles/6661022-design-your-checklist
On your page implement the checklist UI (HTML/CSS/JS) and host it on your site.
Track task completions with Intercom’s supported mechanisms:
JavaScript: Intercom('trackEvent', 'checklist_task_completed', { checklist_id: '...', task_id: '...' }) (client side).
Or server: POST to Intercom Events (server-to-server) to record completions if you prefer secure server calls. (Use the Events API / developer docs in your workspace to find the exact REST path and auth token.)
Use the Events in Intercom to create segments, rules, or to update user attributes that you then use for automation/automation messages.
Why: fully supported, stable, and you control UX and auth.
+7Hey
I recommend the following :
Create the checklist content in Intercom where appropriate (Outbound / Help Center). See the Help Center article: https://www.intercom.com/help/en/articles/6661022-design-your-checklist
On your page implement the checklist UI (HTML/CSS/JS) and host it on your site.
Track task completions with Intercom’s supported mechanisms:
JavaScript: Intercom('trackEvent', 'checklist_task_completed', { checklist_id: '...', task_id: '...' }) (client side).
Or server: POST to Intercom Events (server-to-server) to record completions if you prefer secure server calls. (Use the Events API / developer docs in your workspace to find the exact REST path and auth token.)
Use the Events in Intercom to create segments, rules, or to update user attributes that you then use for automation/automation messages.
Why: fully supported, stable, and you control UX and auth.
But that’s not what I need. I need to be able to build a UI on a specific page, outside the Intercom widget, while still creating and managing the checklist through Intercom’s SaaS.
For that, I would need an API to fetch this checklist.
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