Pioneer: A summit where CX leaders redefine what's possible
Fin & Helpdesk Q&A
Recently active
Hi folks!I set up a Carousel to push an important offer to the users. However, users would only see it if they open the app. So I decided to send a Push Notification to nudge the user to open the app, hoping they would then see the Carousel. The unfortunate thing is that the Push notification seems to cancel the Carousel. When we tested them between us, we didn't receive the Carousel when we clicked on the Push notification.How can I send a push notification with a Carousel? or is there another way to go about this? Thank you!
I need a bit of help understanding something in my series when using product tours and tagging users based on whether they've completed the tour or not. I'm noticing that the tours are being delivered (44 in the screenshot within 30 days of coming online), but the next step of my series is confusing me... I want to tag someone if they completed the tour, and tag someone if they didn't complete the tour, so I've got a step in the series to see if the user completed the tour (the tour is 4 steps long btw, it's short) within 30 days of seeing it (This was the default value and I thought that was plenty of time to run the check). BUT the series tells me that 28 people are still trying to match which looks like they are not moving through my series fast enough... Is that because the 30 days must elapse before the user can continue through the series? So actually I was this number to be as small as possible... Can someone help me understand what settings to use here and
I duplicated a bot we were using in 'Outbound' and set it up in "From New Conversation'. I paused the Outbound bot and set the From New Conversation bot live. When I tested as a user, I saw an error message. I'm not sure if that screen was from the paused bot. Has anyone had an issue when they've paused a bot? If a bot has been served to the user, and then it's paused, does it create an error? Or does the paused bot still appear at the users end correctly if it was served to the user prior to it being paused?
Hi community, We have recently switched to Intercom and I need a bit of help from you guys! On our website, we have a couple of forms, that visitors can fill out, to ultimately become leads (some MQL's, some SQL's, and some PQL's - but let's leave that out of it for now). I am currently struggling to find out, how to create contacts automatically for people that fill out these forms. This may be a very basic question, but my searches around the internet has left me with nothing. Thank you, guys!
Is there a way to add a tag to someone based off an email or chat response in a series (i.e. if they respond to an intercom email they are tagged automatically)?
How do I stop the pop-up that says “Need Help?” from appearing in the Messenger? I can’t find it anywhere in my settings!
I'd love to be able to report on how often cases have to be transferred between Teams. Am trying to figure out a way to add a tag to use to report on this or how to see this otherwise. Am hoping to avoid teammates having to manually add a tag when transferring. Thank you!
Since I am trying to measure the opening rate for the series I am settings up, I want to know the difference here.Thanks in advance!
I need to bulk delete a company tag and I'm not seeing any way to do this easily. I don't want to delete the tag entirely because it's being used in other places. I'd also like to avoid having to do it one by one since that will be time-consuming.
I've just inherited an Intercom instance with pretty robust rules and bots set up. I would love to run some tests on some things in a test environment but do not want to take the time to rebuild everything from production. Can I refresh the test environment to match production? Am okay with losing everything that is currently in Test.
Hello, to help filter messages from users we would like to know if there is a way to block personal email addresses (gmail, hotmall, yahoo, etc.) so if the person does not send a business email they will be sent to spam or be sent a bot message to provide a valid email. Thanks!
I was wondering if I can embed the intercom dashboard(inbox,outbox..) in my website's ERP system.
I need to create a field to validate an email, but I only have a few formats like text, number, boolean... It's possible to create a formula to validate this attribute? Like check if the user wrote a text like "test@test.com"
Hi, I have some restricted articles that is only visible to a group of users. User authentication is working in messager, but if I suggest them to go to those restricted articles, they will be redirected to the Help Center website, and Help Center doesn't recognize them as users, thus will block their access. What do I need to do for Help Center to identify my users as users?
Hi, we are launching our new Saas solution in the coming days... One of it's features is Workspaces. As a user, you can create different workspaces, just like in Slack, where you could have one workspace related to company A and another workspace for all things related company B. Now, since our Saas app is security related, for security reasons, each time that one of our customers creates a new workspace it automatically creates a new subdomain for them with the name of their workspace. And they will only be able to access the app (and their workspace) with that subdomain!! So, to give you an example, if you would become our customer and you would create a new workspace called "companyA", we will automatically create a new subdomain for your workspace called:https://companya.ournewsaas.com. (where ournewsaas is the name of our upcoming SaaS, and companyA is the name you gave to your new workspace.)Now comes the question: If - like i explained above - we are going to cr
Let's say I have a created a banner on 10th July and 18th July.. A user logs in on the 20th after a long time. Will both these banner be active for him? Or the first one will be active and the moment he dismisses the second one will go active?
We sent out a custom email this week that I spent a long time coding in pure HTML/CSS. Is there any way of finding the code for the email so that I can use it as a template in the future? It seems as if once the email is sent, it is deleted?!?
I'm looking for the best way to track issues for every conversation our users initiate. We have previously used conversation tagging but it resulted in 100+ tags that were difficult to sort through and manage since we also use customer tags heavily. I'd like to be able to track the core issue associated with each conversation. Ideal categories I can choose for each conversation:Issue Type drop down list (feature request, bug, feedback, question, etc)Product Area drop down list (login, registration, dashboard, profile, etc)Specific description of issue (should be able to tag multiple conversations with the same issue description)Date of Issue (should be automatic based on the conversation data) I need to be able to provide timely reports to management including:Total issue volume over the last 2-4 weeksIssue volume by Issue TypeIssue volume by Product AreaIssue volume by Specific Issue The goal would be to resolve customer issues within the product, before users escalate. So far
Does anyone know a way to trigger outbound messages if the value within a custom attribute has increased? i.e. send an email if the custom attribute value (which was 3 for example) has now increased to 4. Thanks!
Am I able to assign an incoming chat to a specific agent without requiring a specific tag for each agent?
I would like to send an email to users who did not get my last email. I tried adding a tag to the previous email and then excluding that tag from the new email, but it's not excluding people who already received it. How else can I do this?
I'm trying to make the entry rules for a series so that people who log in after a certain date and who are recurring users get funnelled into the series. But when I add the date rule, I get a red bar at the top of the screen, but no information as to what the problem may be. Can you help me?
I have to get around it at the moment by selecting Custom times. I have set up my office hours in messenger already
I put a filter on the tag field, let's say the tag name is "Feature X", and set the date to last 4 weeks.Will it show me all the conversations that are tagged as "Feature X" in the last 4 weeks? I tested it by tagging one conversation and see if it shows up but it didn't. Is there a waiting time until it shows up on the reports?Thanks in advance 🙂
I have tried Intercom's automated option. But I want a more customized and controlled way of asking customers for feedback once they have had a conversation with me. I tried using apps like Survicate, Typeform, etc. but the problem with that is, once I receive the feedback, I don't see the conversation for which I got the response.That's really odd!I would love to know if any of you have set up any customized feedback system.
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.