I want Tips on Improving User Onboarding with Intercom | Community
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Hey everyone,

I have using Intercom to improve user onboarding for our product & I want  advice from those who have experience with it. I want to create a smooth; engaging onboarding process that helps new users quickly understand how to use our features and get the most out of the product.

What strategies or features within Intercom have you found most effective for onboarding users? I have been exploring things like automated messages and in app guidance but I want to hear about any other tools or tips that have worked for you. I have also been using uipath for some automation in our workflow, so any ideas on integrating that with Intercom would be awesome.

Also, how do you balance automation with personalization in your onboarding flow? I want to make sure users feel welcomed without overwhelming them with too much info upfront.

 

Thank you... 😊

You can try this, maybe this could help. To improve user onboarding with Intercom, focus on creating a smooth and engaging experience. Use Intercom’s Product Tours to guide new users step-by-step through key features. Set up targeted in-app messages and emails to provide timely assistance and encourage exploration. Segment users to tailor onboarding based on their needs, and use automation to deliver helpful tips or resources. Regularly collect feedback during onboarding to refine the process and make it more effective.

I used an intercom checklist to onboard and train new admin users - our product is complicated and so the checklist is quite long but includes video content etc and users can work through and refer back to the contact. It also lives in product. But I would love to have a the ability to create a course with a certificate for new users! 

Hey everyone,

I have using Intercom to improve user onboarding for our product & I want  advice from those who have experience with it. I want to create a smooth; engaging onboarding process that helps new users quickly understand how to use our features and get the most out of the product.

What strategies or features within Intercom have you found most effective for onboarding users? I have been exploring things like automated messages and in app guidance but I want to hear about any other tools or tips that have worked for you Tayseer Innovations. I have also been using uipath for some automation in our workflow, so any ideas on integrating that with Intercom would be awesome.

Also, how do you balance automation with personalization in your onboarding flow? I want to make sure users feel welcomed without overwhelming them with too much info upfront.

 

Thank you... 😊

Hey. Use Intercom’s Product Tours for step-by-step guidance and event-based messages to trigger help when users get stuck. Checklists work well to encourage progress. Custom Bots help scale support while keeping it interactive. Personalize messages using user attributes, but automate timing and triggers to stay efficient. To integrate with UiPath, use Intercom webhooks to trigger UiPath bots based on user events, and push status updates back into Intercom via the API for visibility. Balance automation with personalization by keeping early interactions simple and relevant. Show value quickly, then gradually introduce more features through contextual nudges.

You can try this, maybe this could help. To improve user onboarding with Intercom, focus on creating a smooth and engaging experience. Use Intercom’s Product Tours to guide new users step-by-step through key features. Set up targeted in-app messages and emails to provide timely assistance and encourage exploration. Segment users to tailor onboarding based on their needs, and use automation to deliver helpful tips or resources. Regularly collect feedback during onboarding to refine the process and make it more effective.

Than you so much for your efforts.

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