Fin Product Area

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.

I want to set up a Post to send out to users who signup for the first time on my platform.How do I set that filter on Intercom? Can someone help?Thanks!

I just read this article (Install intercom with GTM) but it does not provide instructions on how to get the necessary variables for the Data Attributes to be sent to Intercom. Can anybody help me or point me to how to fill this part. Thanks in advance. 

We start our conversations in a general support team folder. We then occasionally send tickets to other teams for more help. If we run a responsiveness report and filter by the second team that the ticket was forwarded to, will the report only show responsiveness while the ticket was assigned to that team, or will responsiveness while it was in another team folder be included in the report?

How does Intercom track and report on outbound emails that are forwarded from the recipient to another user (say in the same company) who then opens the email and follows the links?

Not sure where this conversation goes this but dropping here for now.  We would like to create campaigns for leads that visit and interact with the site, however, we keep coming across one common issue. We have a lot of users who come back to the site and email support utilizing an email different from the one they used to create their account/ signup with.  We currently only offer 1:1 support for users, not leads, so no chat/ support widget from intercom is featured on the website. A lot of members will send an email to support directly via a different email, and it creates a new lead. We want to be able to send leads through an automated campaign but can't do this confidently while there are a lot of users being labeled as leads when they message in with new emails.  How can we keep this from happening? This is not a matter of wanting to know how to merge leads and users, I want to find a way to keep them from incorrectly being labeled as a lead in the first place. Are there any

The unsubscribe button used to be here like shown below:Now this button is gone! How to unsubscribe a contact? Thanks!

can i set a list of users who have not read a particular article

Hi, party people. At the moment, I cannot find a way to set up the working station for the agent:inbox customization - setup views, teams, apps, and other stuff in the right panel "Conversation details"push notificationsI can only provide the users of my Intercom workspace with the rights to customize it themselves and provide them with the instructions. This is not the best way to manage the team. I would like to be able to set up everything for the agent (not just provide permissions for teammates as it works now). Is there a way to do that without the need of bothering the teammate?

I have steps that are based on events fired to intercom.If a tour got a user to act we fire an event with js.Ideally, the next tour in the series would launch without a refresh, but right now the user has to reload the page. We tried calling intercom("update") still does not work.