Automate simple processes, offer proactive support and engage your customers with Intercom's Custom Bots
- 235 Topics
- 499 Replies
Custom bot people data fields not showing up
I have several people data fields or attribute the bot asks for to qualify a lead. This can be name, birthdate, phone number, etc. When a user inputs their information on the bot, the data is not showing up in intercom and I can't see it on my end. Why is this happening?? Pls help!!
Reporting on customer bot
Need urgent assistance please - Our bots have a button prompt that asks something along the lines of: 1) Do you require immediate/urgent support2) Can you wait for an email I need to report on how many customers clicked on those prompts, who they were, so we can build out certain events and data from it. I also want to be able to report on how long it took our internal support team to respond to those customers (high priority SLA = 10 minutes, and "email" SLA = 1 hour) for example Checked all report options and articles but for some reason this does not seem to be an easy thing to report on? Just need to report on the custom bot button engagement Thank you in advance
How do I set up a custom bot to pop up every 6 months?
I want to run a custom bot for an NPS survey. I'd like the survey to pop up to a user every 6 months, assuming they continue to meet the requirements. i can't figure out how I set up the rules to have the bot pop up automatically every 6 months
I have created two custom bots for landing pages that should be triggered when a customer opens messenger. I am not able to get them to work. Any common issues or errors I should know about?
I have 2 custom bots that are set to when a customer opens messenger on 2 different landing pages. I have tried to utilize the "when currently URL is" and "when current URL contains" with no luck on either page/bot. When I recreated the bot and used "when customer visits your site" the bot works. Our marketing and sales team do not want the translucent pop up that this creates. they only want this bot to work if the customer opens the messenger. Is there something I should be looking out for? Maybe a simple setting or set up piece that I'm overlooking? any help would be greatly appreciated.
How to use different custom bots when users on different screen of our mobile apps? Given that we know which screens they are on, we want to ask related questions in the custom bots when they open the Intercom messenger? Thanks.
For example, let's say we only have 2 screens (account screen and product screen) in our mobile app. If user is on account screen and they open Intercom messenger, we want to give them options like (account issue, payment issue, etc). If user is on the product screen and they open intercom messenger, we want to give them option like (refund, complaint, product related help, etc). Thanks.
How to trigger a survey/form via Custom Bots
Hello folks, I am planning to have the both launched once users click on a certain CTA. Ideally, I would want the survey/form launched as soon as they click on the CTA. Is this possible? If not, and I have to rely on launching the bot first, can the bot subsequently launch the survey/form? Thank you!
Do custom actions replace the data in a custom object or only update it?
I have a custom object called "Orders". When the user clicks "Cancel Order" in a bot I use a custom action to get their list of orders that can be canceled. Once the user finishes canceling the order, they can click "Cancel Another Order" which will then run the same custom action again to get their list of orders that can be canceled. However even though the custom action's response now has an empty array of orders, the order from the first response is shown in the conversation. How do we clear out the orders array on the conversation with each GET from the custom action?
How can we clear out custom object data from people data?
I'm building a custom bot that automates order refunds. I have set up a custom action that gets recent orders and puts them into the order custom object that maps to people data. This works fine. The issue is that when I show reply buttons from object data in the bot flow, I am never able to change what orders are shown after the initial 5 are shown. Once the person has orders in their custom object data, those are the orders that are always shown, regardless of what orders were fetched by the custom action. What I expect to happen is that the orders shown are the same as the ones fetched by the custom action. I have already verified that external_id is mapped correctly so that there are no duplicates. I have also tried to map orders to conversation data and NOT people data in order to force refresh the orders when a new conversation has started but that does not work. It seems that the orders must be stored on people data in order to use in the bot workflows. For additional c
Is it possible to save reply values to a Custom Object?
I set up a Custom Object and Linked it to *both* the Person and Conversation objects, as stated in this article. In the Visual Editor, when I select Save reply... I don't see my attribute under the Person object and I don't see the Custom object.
How to use reply buttons from Custom Objects
Hello everyone, I am working in a custom integration with Intercom that will allow my customers to create bots that handle e-commerce tasks for them directly in the Messenger. To do that we want to allow them to build a bot that:Collects some data like email and order numberCalls my API endpointAllows the customer to select what order line they want to talk to support about To do this I have created 2 custom objects: _customOrders, with the fields:externalIDcustomer_emailcustomer (many to 1 People with the field name custom_orders)conversation (many to 1 Conversation with the field name custom_orders)custom_lines (1 to many _customLines with the field custom_order) _customLines, with the fields:externalIDpriceproduct_namecustom_order (many to 1 _customOrders with the field custom_lines)conversation (many to 1 Conversation with the field custom_lines)customer (many to 1 People with the field custom_lines) Based on the documentation I then created a custom action that returns a JSON like
How can I configure the bot so it always automatically sends the URL the user is on with a message the user sends?
Is there a way that with a customer-message the URL is sent of the page the user is on? With this URL we can track on which document the user currently is in our application (the URL serves us as a document-ID).
Set data attribute in Custom Bot conversation based on event metadata
I'm receiving an event that I use as a trigger for certain Custom Bots. When the bot is triggered I want to set the value of a conversation data attribute automatically based on a metadata field of the triggering event. So far I've only found the option to use event metadata as part of the bot content or to ask for user input for the attribute, but no option to use the metadata directly as a value for the data attribute. Is there any way of configuring this in Intercom?
Authentication methods in Custom Action API call
How can I send request body in x-www-form-urlencoded format. It is mentioned that I need to pass request body in json format but My Authentication end point only supports requests in x-www-form-urlencoded format. Can someone please let me know the how can I make authentication with x-www-form-urlencoded format ?
Storage pricing for custom objects?
We checked for the storage pricing for custom objects and custom actions and we got to know from this article that custom actions are included on all plans at no additional cost. 15 Custom Objects and 100K records are available on all plans at no addition. But I want t o know the additional charges if I go over 15 custom objects and 100k records. Also, Can I delete any custom object once created. I can archive the object but I could not find a way to delete it. Can someone help me with this?
Setting up custom action and custom bot
I have created a custom object and custom action following the articles. I am storing the custom action's API response to my custom object and populating that inside my custom bot. But, from the Custom bot all the attributes of the custom object are showing null. Also there are no logs getting shown on the custom action. I have many:1 and 1:many relation set as suggested in the article to my object:people and object:conversation . Can someone help me with this?
How to prevent bot from saving responses.
I have a bot that we're using to pretty much just tag users as a way to opt-in to future communication. Every time the user opts-in, it saves that "yes" as a conversation, which we then have to delete. The bot is doing all the work of tagging the customer, so saving that conversation is just extra work. Any suggestions on how to prevent that? I'm pretty new to intercom :)
Is it possible to converge two paths into one?
Our custom bot splits the path in a couple spots when getting and verifying the customer's information. Is there a way to reconnect the two paths back into a single path without the use of reply buttons or something that gives me an arrow? See image, where we've asked the potential customer whether or not they have an e-mail address. Once we get that info (or learn that they do not have an email address), I'd like them to go back into the same path. The red lines are what I'd like to accomplish. Thanks!
Best alternative for 'Bump by Userfeed' or how to automate follow-ups?
Hi, we're currently using Bump by Userfeed but don't like it. It feels very manual as you need to click two buttons every time you want to automate a followup. We also never customize the template Bump by Userfeed offers. We only use it to follow up with a question like "when does this happen?" or "could you elaborate?" or "what version are you on?" etc. I think ideally we'd have a bot that detects/notices that we asked the user a question and reminds them to follow up after a few days. Any idea for what we should try to reduce manual work for automated followups?
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