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Im looking for a way to get the inbox view when i click a lead/user.


 We offer phonesupport and when a customer is calling in i would love to have the same view in order to use for example quicklinks and see the lead/user in the same way as i do when they are chatting or emailing with us.

How is this possible?

Best answer by Eric Fitz

The second view is tied to a specific conversation, not a user/lead. You wouldn't be able to open this view unless you were opening a particular conversation.

 

Can I ask for a bit more information about your use case? What information is missing from the user view that you need from the conversation view?

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3 replies

Eric Fitz
Employee
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  • Employee
  • 1630 replies
  • September 1, 2020

Hey @david p13​, I want to make sure I understand your question correctly. Are you hoping to set things up in such a way that, when your team gets a phone call, they can click on a link to bring up that customer's user profile in Intercom?


  • Author
  • New Participant
  • 4 replies
  • September 1, 2020

First one here is what i get when i search for a person and klick on them,

Skärmavbild 2020-09-01 kl. 14.41.15

 

Second look is the inbox one, this IS the one im looking to get, when a customer calls us.

So i want to be able to open a User/lead in this view.

 

Skärmavbild 2020-09-01 kl. 14.44.58


Eric Fitz
Employee
Forum|alt.badge.img+5
  • Employee
  • 1630 replies
  • Answer
  • September 1, 2020

The second view is tied to a specific conversation, not a user/lead. You wouldn't be able to open this view unless you were opening a particular conversation.

 

Can I ask for a bit more information about your use case? What information is missing from the user view that you need from the conversation view?


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