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When I imported people from MailChimp I tried to designate them as "leads" but they've all come in as "users." Can I change them from Users to Leads? Or is it even important? I've understood users to be "subscribers" to my app where we have both paid members and their guests (who don't pay). I've understood leads to be others whose email we have (perhaps because they've signed up for a newsletter or asked to be updated.) My question is this: When I imported people from MailChimp I tried to designate them as "leads" but they've all come in as "users." Can I change them from Users to Leads? Or is it even important? Most articles in my Help Center are restricted to Users and leads (but not visitors) other than that there aren't many constraints between the two at least as far as Intercom is concerned. My app makes a clear distinction, but we manage that through the authentication and features offered. (We also
Is there a way to create a conversation topic to collect conversations that came from our help articles? Or, is there a way using another automation to update a conversation data field which then could be added to conversation topic? I just built a Current Page URL -> Conversation Tag automation, but it doesn't tag past conversations, so I'd like to figure out how to use the conversation topics to aggregate these if it's possible. I built a conversation topic that searches for the message "sorry that didn't have the answer you needed If you'd like, you can ask the team for help" since that's what the bot sends, but it only picks up that phrase in rare instances when someone replies via email to this message, as then the bot message is contained within their message... (I guess the bot is not a teammate so it doesn't pick this up when it's presented in the chat from the Sad Face at the bottom of each article). The problem I'm trying to
In some cases - we need to bring in certain people (but not assign to them). Even without the @ mention part - we could really use adding a private note to the ticket as part of the macro. Sometimes we need to leave an internal note for another department after we have responded to the customer.
This might not be the right forum, but as we're looking to optimize Intercom more and integrate live support chat, we are trying to understand which team members should have Intercom accounts. Our product marketing team uses Intercom to send monthly release messages and we were wondering if they needed an inbox seat to send these messages, or can they just have a intercom account without the inbox seat? I thought I was understanding that inbox seats were only for the support live chat function, but definitely need to understand more. Thanks :)
We have 2 pre-prod environments, so we would need 2 test workspaces to match
Trying to edit a welcome message in the chat that would have links to most useful articles. The + sign only shows how to add links to external sources.
Are there any other user permission settings to create a workflow that would allow a review and approval phase before publishing?
We have our customer and partner community separately. I want to send out a post to all my users about the community but I want exclude the members who are part of these communities how do I do it? So, I filtered the company name is <Customer community name> and created a tag. But it does not seem to work. Please help.
What is the Parameter option to filter + 5 days of buying. I'm trying to send an announcement to paying users with 5+ days since they bought the product.
How can I link a collection from the chat?
We're testing a new onboarding series. When we set the series live, a couple of the people in our test get the 2nd video in the series but a couple of the people in the test do not get served the post. There's no perceivable difference between those who received it those who didn't. Any help and insight would be very welcomed! Also, we're trying to limit the posts to only showing up in-app but the posts are also showing up on the website. Would love to figure out how to make sure the posts show up only in the app. Thoughts?
Oftentimes, my images are too big. As in, when I insert a screenshot from my phone, the article displays it matching the width of the screen. The result is that the images are blown up, look too big, and are not as easy to use as I would like. Are there any good solutions out there that I am missing? Thanks!
I would like for my users to be able to search my SFDC KB articles from within Intercom. Is this possible today and if so how can I accomplish this? There seems to be no articles or documentation on this. I cant find anything useful via google either
I have 6 support agents. They all use the same email platform (Google for Business). I sent new teammate invites to all 6 of them through Intercom. Three of my agents received the email and were able to get into the system. Three did not receive the invite. I've revoked and resent the invite countless times. I've verified that in "All Mail" there are zero emails showing up from Intercom. I even have the Google authentication set up and working with Intercom and that didn't fix the issue either. It's the strangest thing. We do not have any spam filtering or other anti-malware protection in place besides the standard GSuite protections and standard Microsoft Windows security. I reached out for help from Intercom Support last week and still haven't received a response. Is this company run by bots? HA! :)
Hi! Would it be possible to make an inbox rule _not_ trigger when the conversation is marked as priority? Many thanks :)
Is it possible to open a new ad-hoc conversation with a user, when I see the user is online?
Hi Friends, I'm setting up a series and adding a video to the initial message, then I want to trigger a tour based upon the User closing the message window, is this possible?
I cannot find evidence of that email anywhere! i have removed all emails from email forwarding and cannot figure out why automated responses are still coming in from that email
Hi, I build a product tour (ID 17632555) but it is impossible to preview it. So I set it alive only for me but it still don't work I have this error (👇)
Hi, I'm trying to make an inbox rule that only applies to conversations where the channel is email and it's during office hours. This is what I thought would work, but it isn't. Any ideas? :)
Hi, Are there workarounds for formatting RTL languages correctly in an English-only Help Center?
We have Intercom installed on every page of our website. We have a new service we are promoting. When a visitor arrives at a specific page on our website we would like to have a specific message auto pop up for capturing lead information just on this page. How do we do this? Thank you.
The intercom code is crashing our site... wondering if anyone else has experienced this today? Waiting on a reply from support.....
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