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In Macros and Workflows, Intercom offers the (nothing short of amazing) feature to put in attributes that auto fill themselves within the text. So the First Name, Author Name, etc. I am honestly surprised this isn’t one already but it would be nice to have one for Current Date and the ability to pick how to display it. So mm/dd/yyyy or month day, year. I know we could use this is MANY scenarios and I am sure a lot of other people could too!
Currently, it's possible to trigger a standalone survey with a link. However, if the survey is part of the series, its link will only trigger the survey, it will not trigger the following nodes in the series.The workaround is to use a link to a place where Intercom is initialized with a dummy query string (e.g., “?survey=true”). Then, you can add a condition node, which will say if a link was clicked and the current URL contains the dummy query string.However, this workaround is not reliable and cumbersome to use. It typically takes a significant time before the survey gets triggered, so the person doesn't expect it anymore and thinks the link didn't work. Coming up and checking a specific query string is hard to maintain.
Goal:Minimize the amount of people that can set the proactive support options with metered fees live. This would allow more control for admins to ensure that someone doesn’t accidentally go over their limit without approval. Request:Break out the permissions so that there’s an options for some users to have access to set non-metered proactive support options live (banners, checklists, etc) and other people can set options w/ metered fees live (posts, product tours, etc).
Background:Workflow buttons in Intercom often serve as key decision points, actions, or navigational elements. However, users interacting with these buttons may not always understand their purpose, destination, or the actions they initiate, leading to confusion or inefficiency. Adding tooltips to workflow buttons would provide instant, contextual guidance to users, enhancing the clarity and usability of workflows.Suggestion:Introduce Tooltip Functionality for buttons within Intercom Workflows, allowing admins to attach concise, customizable descriptions to each button. These tooltips would appear as hover-over text or tap-accessible (for mobile users), offering users more context without cluttering the interface.Proposed Features: Custom Tooltip Text Allow admins to define a short, informative description for each button during workflow setup. Tooltip fields could include: Purpose (e.g., "This button redirects you to the order tracking page.") Next Step (e.g., "Proceed to confirm your request.") Additional Context (e.g., "Click here to contact support directly.") Multi-Language Support Enable localized tooltips for workflows targeting users in different languages. Dynamic Tooltips (Optional Enhancement) Allow tooltips to display dynamic information, such as user-specific variables (e.g., "Your current balance: $100.") Preview and Testing Include a tooltip preview feature in the workflow editor to let admins see how the tooltip will appear to users. Mobile Accessibility Ensure tooltips are optimized for mobile, appearing as tap-accessible descriptions instead of hover-over text. Benefits:Improved User Experience: Provide immediate clarity about each button’s function, reducing user hesitation or confusion. Enhanced Workflow Effectiveness: Help users make informed decisions, leading to higher engagement and fewer errors in workflows. Customizability: Allow admins to convey additional context without overloading the interface visually. Accessibility: Support multilingual and mobile-friendly tooltips to cater to diverse user bases.Implementation Notes:User Interface: Add a "Tooltip Text" field in the button configuration panel within the workflow editor. Design: Ensure tooltips are unobtrusive and styled to match the Intercom interface seamlessly. Optional Settings: Provide admins with options to enable or disable tooltips for specific workflows or buttons.This Tooltip feature would empower teams to create more intuitive workflows, fostering better communication and understanding between users and the system, ultimately driving engagement and satisfaction.
When using my scroll wheel in the Workflow editor, the scroll is reversed -- e.g., rolling the top of the wheel towards you (backwards) should scroll down, but it scrolls up in the Workflow editor.
Background:Configuring buttons within Intercom workflows manually can be time-consuming, especially for teams creating or managing workflows that include multiple interactive buttons. A bulk upload feature would allow users to streamline this process, reducing manual effort and ensuring consistency across workflows.Suggestion:Introduce a Bulk Button Upload feature specifically for the Workflow functionality. This would allow users to upload and configure multiple buttons for workflows simultaneously, using a structured file format (e.g., CSV, Excel, or JSON).Proposed Features: Bulk Button Template Provide users with a downloadable template to input button configurations, including: Button Label Action Type (e.g., URL, trigger next step, or custom action) Workflow Step Association Visibility Settings Any additional metadata or styling options (if applicable). Workflow Integration Enable users to upload button configurations directly into a specific workflow. Map buttons to specific steps or decision points within the workflow. Validation and Feedback Validate the uploaded file for completeness and accuracy (e.g., required fields, character limits, valid actions). Display errors and suggestions for fixes in real time before finalizing the upload. Batch Editing Post-Upload Allow users to review uploaded buttons within the workflow editor and make adjustments if necessary. Provide a preview of how buttons will appear in the live workflow. Reusability (Optional Enhancement) Save uploaded button configurations as reusable templates for future workflows. Benefits:Time Savings: Dramatically reduce the effort required to configure multiple buttons across workflow steps. Consistency: Ensure uniform button formatting and functionality across workflows. Scalability: Simplify the process for managing workflows with numerous interactive elements, making it easier to implement changes at scale. Error Reduction: Minimize manual entry errors through structured uploads and validation.Implementation Notes:User Interface: Add a "Bulk Upload Buttons" option within the workflow editor, alongside step configuration tools. File Compatibility: Support standard file formats (CSV or JSON) for easy adoption. Permissions: Restrict access to the bulk upload feature to ensure only authorized users can make changes.This feature would streamline button setup within Intercom workflows, enabling teams to focus more on strategy and optimization rather than repetitive manual tasks.
That’s a feature I’ve been requesting for years. I move from one company to another, but the feature is still not there. Please, prioritise.We need a way for customers to send us PDF via chat. As a financial mobile app, we need to collect various documents from each of our customers. So 100% of our users are facing this problem. The only way to contact us is via in-app mobile chat (Intercom Messenger SDK). We don’t have any web-version. Please, allow submitting PDFs and potentially other files on mobile SDK, like you allow doing it for all the rest channels.
Hello there is one idea how to use merge: We have issue with some customers. Each answer to email creates new conversation.based on Intercom support team issue on customer email client side.All conversations has same subject but with additional RE: in each answer.If merge would be available in workflow based on subject rule- tickets would be merged in one and we and our customers would be more happy:)
Can you please add a feature request to store sort order on Knowledge topics when viewing /knowledge-hub? Previously the sort used to default to Last updated at (descending), which is ideal, but now it always defaults to Title. This makes using the page really painful to use, because any time I change the page, the sort order resets.
It would be a great feature to be able to create custom reports WITHOUT using Intercom data. Due to us still being in the process of migrating all customer communications into Intercom, and really we don’t use Intercom for all customer data in general as most people don't either, our reports on Intercom are not necessarily accurate. It would be nice to be able to enter custom data in addition to the Intercom data to make reports. I am very OCD so having to make additional reports outside of Intercom drives me crazy since they end up not looking uniform.
It would be ideal to have a banner that can be shown to customers multiple times, even after they’ve closed it. For example, suppose you run an e-commerce store and discover a long-term issue with one of your payment gateways. You rely on daily customer visits, so it’s crucial that the banner message reappears every time they return, or at least resets each day to show to all who have seen it the day before.Currently, whenever a user dismisses a banner, you must create a new one for any subsequent alerts. This makes it challenging to reuse a single banner for ongoing issues, errors, or other important notices. Additionally, because we need as much screen space as possible for our solution, we can’t simply remove the close icon to force the banner to remain at the top.
Good morning, I wanted to bring to your attention an issue we’ve encountered. When a client responds to a conversation or ticket by replying directly to the CSM using a different text color, this formatting doesn’t carry over into Intercom. All text appears in the same color, making it difficult to differentiate their comments. As a result, we often need to either: Ask the client to clarify their response, or Forward the email to our personal inbox (e.g., Outlook) to view their comments as intended. Here’s an example of a client email: https://app.eu.intercom.com/a/inbox/mc3a8p9u/inbox/admin/50024011/conversation/46678 Could you please advise if there’s a setting we can enable to resolve this, or if this could be submitted as a feature request for improvement? Thank you
Hello,Putting in a request to be able to see what the customer is typing in the chat real time before they hit send. This will often give agents the ability to take quicker action for the resolve.This was a feature in the Salesforce chat instance we were utilizing previously.Thanks for your consideration! Angie Walls on behalf of Brandon Tann
Hi there, When sending outbound customer-facing tickets, it would be helpful if we were notified if the message bounced. For example, if comms are sent to a customer email that no longer works at that company -- the ticket/email will bounce, but we have no visibility into it. Therefore, we continue to reach out to someone that will never see our message. [This is separate from Outbound Messaging.]
Feature request: The ability to link back office tickets to tracker tickets.
Currently when a user does not respond back to a reply of ours, an email is sent to them, we’d like to have sms sent as well to ensure the customer sees our message.
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