We have a set of common customer support issues in our profile section and on click we would like to launch Intercom and open a new chat with an agent/bot and bypass the Intercom first page showing Inbox, Send Message, etc.
We have one engineer who isn’t very experienced with the tool looking at the issue and he thinks it’s not possible. But to me that feels like a basic piece of customisation a customer might require.
Any advice is greatly appreciated.
Best answer by Nathan Sudds
@thepgb If I’m understanding your request, what might work well for you in this case is to setup a Workflow or Outbound chat to auto-launch popup message with helpful information for that user and then they could chat with your team in response to that message.
Here’s an example from outbound where you can see the When to send: and Where to send: triggers and audience setup.
If you have the button click’s setup to fire an event in Intercom then you could trigger based on this, if not you could use the Profile URL and/or time on page to pop up something relevant after they have been on the page for a few seconds.
If you are using a Product Analytics tool like Posthog for example, you could pass those events to Intercom using an integration and then when they click the button you’d receive that notification and could trigger the popup as well.
@thepgb If I’m understanding your request, what might work well for you in this case is to setup a Workflow or Outbound chat to auto-launch popup message with helpful information for that user and then they could chat with your team in response to that message.
Here’s an example from outbound where you can see the When to send: and Where to send: triggers and audience setup.
If you have the button click’s setup to fire an event in Intercom then you could trigger based on this, if not you could use the Profile URL and/or time on page to pop up something relevant after they have been on the page for a few seconds.
If you are using a Product Analytics tool like Posthog for example, you could pass those events to Intercom using an integration and then when they click the button you’d receive that notification and could trigger the popup as well.
This seems like the kind of setup that would be useful. Anecdotally, I'm sure I’ve experienced the flow I outlined but just needed help with the mechanics. I will take another look and hopefully we can make it work.
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