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3086 Topics
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Peter RobertsNew Participant
asked in Conversations
What are small teams using for secure (large) file transfer in Intercom?

Hello! I’m wondering what solutions small teams (3 intercom users) for secure, large file transfer?  Intercom seems limited to 100mb and we occasionally need to transfer larger files with customers.  Our work around is using Google Drive and manually creating and sharing a folder with customers, but this is inconvenient and many customers have trouble accessing the Google drive link. We looked at SendSafely but it’s extremely expensive requiring 15 users minimum. What solutions are you using for larger than 100mb file transfers inside of Intercom? Thank you!

221
Nur Nahid
Innovator ✨
5 days ago
A
Andrew R.New Participant
asked in Conversations
Intercom and Linear

Good morning everyone how are you? I see that in our conversation that you have a Linear optionCan someone help me if I can create Linear tickets in app, and if so, how? Thank you! 

91
Nur Nahid
Innovator ✨
5 days ago
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Harry GardnerNew Participant
asked in Fin AI Agent
Advice Needed: Improving Fin AI Responses to Vague Queries

Hi there,We’ve implemented Fin AI (Chat and Email) on our support desk, and it’s been fantastic so far—it’s doing a great job handling first-line queries! 😊However, we’ve noticed a challenge when a customer submits a vague message. Fin will respond with technically correct information, but it’s often not relevant to what the customer truly needs.I’m wondering if it’s possible to improve this by getting Fin to ask clarifying questions before responding. I’ve been advised to set up a new workflow where specific vague questions prompt Fin to ask follow-ups, but trying to predict and account for all the potential vague queries customers might come up with feels inefficient.Is there a better way to manage this? Any advice or insights you could share would be hugely appreciated!Thanks so much

534
John Pjontek
5 days ago
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millerharryNew Participant
asked in Workflows
How do I set up workflows that sync with my CRM?

I’m looking for guidance on setting up workflows in Intercom that seamlessly sync with my CRM. Specifically, I’d like to understand how to integrate the two systems, map data fields, and ensure real-time updates between platforms (Read More). Are there any step-by-step guides, best practices, or common pitfalls to avoid during this process? Additionally, I’d appreciate tips on using workflows to automate lead management and streamline sales pipelines effectively.

120
M
6 days ago
halcyoncv
halcyoncvNew Participant
asked in Workflows
I want  Advice on Creating a Friendly Onboarding Experience

Hi everyone,I am working on creating a smooth onboarding experience for new users of our uipath automation platform & I want some inspiration and best practices.What are some things you have found  effective in welcoming new users & getting them comfortable with your platform??Are there any  features or elements you would suggest including in an onboarding flow??I want to know about how to avoid overwhelming new users with too much information at once.Also i have check this https://community.intercom.com/topic/show?tid=8592&fid=7Thank you.:) 

120
halcyoncv
6 days ago
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kDmNew Participant
asked in Workflows
Issue with File Attachment Not Appearing in Jira for Tickets

Hello!I’ve encountered an issue after integrating "Jira for Tickets" with Intercom. I created a custom attribute called "Screenshot" with the intention that when a file is attached in Intercom, it would automatically appear in Jira. However, the file doesn’t seem to be transferring over to the Jira ticket.Could you please advise on how to properly configure this so that attached files are successfully synced to Jira?Thank you in advance for your help!A done task in jira:Screenshots: No 

90
K
6 days ago
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User1172New Participant
asked in Messenger
Forcing agents to apply tags before closing conversations

Is it possible to force the agents in our system to tag conversations before they close them? For example if an agent were to attempt to close the conversation without tagging it, it would send a message saying 'Please tag this message first!' and it would prevent them from closing the conversation

3035
T
7 days ago
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Tom AdlerNew Participant
asked in Fin AI Agent
Ingesting large amount of questions for Fin to surface answers with.

I have a CSV list of 5000+ frequently asked sales tax questions and their corresponding answers. I would like intercom to ingest these questions surface the answer to customers. I would also like to be able to update these questions quickly over time as the answer changes. What is the easiest to ingest these into intercom? Should I use something like Confluence instead of CSV? Any advice? 

225
T
7 days ago
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TomWNew Participant
asked in Conversations
Am I crazy for wanting "mailto functionality" for Intercom Inbox?

I’ve tried explaining this feature request to Intercom support multiple times, and they always seem super confused about it: I want to be able to link into Intercom Inbox in a way that opens a new compose window with an arbitrary email address filled into the recipient list. (Bonus points if we can also pass in subject line.) In other words, what we’ve been able to do for 30+ years with mailto: links, but opening Intercom to do it instead of a regular email client. After quite a few back-and-forths, it ended today with Intercom support telling me that “as a CRM” Intercom doesn’t have the functionality of an email client.Really?All email sent to our company’s support address ends up in Intercom Inbox, where we can read and respond to it, just like an email client. When we want to start a new email conversation with our customers, we go to Intercom Inbox and start the conversation there, manually filling in the To field, just like an email client. (Unless you’re on the mobile app, in whi

90
T
7 days ago
halcyoncv
halcyoncvNew Participant
asked in Workflows
I want Tips on Improving User Onboarding with Intercom

Hey everyone,I have using Intercom to improve user onboarding for our product & I want  advice from those who have experience with it. I want to create a smooth; engaging onboarding process that helps new users quickly understand how to use our features and get the most out of the product.What strategies or features within Intercom have you found most effective for onboarding users? I have been exploring things like automated messages and in app guidance but I want to hear about any other tools or tips that have worked for you. I have also been using uipath for some automation in our workflow, so any ideas on integrating that with Intercom would be awesome.Also, how do you balance automation with personalization in your onboarding flow? I want to make sure users feel welcomed without overwhelming them with too much info upfront. Thank you... 😊

871
Nur Nahid
Innovator ✨
7 days ago
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Jorge FerreiraNew Participant
asked in Conversations
Inquiry: Automating Station List Creation in Intercom

Dear Intercom Support Team,I hope this email finds you well.We currently use Intercom to manage our customer interactions, and I’m reaching out regarding a feature that could streamline our process. Specifically, we need to create a list of over 250 station names in the "Settings > Data > Conversations" section of Intercom for managing our tickets.Manually entering each station name is quite time-consuming. Is there a way to bulk upload or automatically generate this list directly within Intercom? If so, could you please provide guidance or documentation on how to implement this?This capability would significantly enhance our efficiency. Thank you in advance for your assistance, and please let me know if you require additional details to address this request.Looking forward to hearing from you.Best regards,Jorge from Equip Sport

162
Nur Nahid
Innovator ✨
7 days ago
A
Arevik DumikianNew Participant
asked in Workflows
Is there an option to automate forwarding emails from inbox to the external team member email?

Hi, everyone. I had that in our prev app when I could forward the emails by using a automated workflow but I can’t see similar option in Intercom.What I need is basically specify the sender’s email addresses and set a rule that emails received from them are forwarded to a specific email address of a person outside Intercom. Is there anything like that anywhere? I couldn’t think of anything and couldn’t find any steps in workflows about it. Maybe I’m missing something? Thank you

183
Nur Nahid
Innovator ✨
7 days ago
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LaMintActive User
asked in Article Help Center
How to improve Help Center search to include different versions of same word?

We have customers using different spellings, typos, etc .of words while searching for content in our help centre and not finding our content as a result. How can I add common alternatives to word in an article or the backend, to ensure our customers always find what they’re looking for even if they are using different language to us? This is not related to SEO but and solutions welcome.E.g : a customer searching for a Wi-Fi connectivity article types in wifi and nothing comes up. or a customer types in TRV (thermostatic radiator valve) and nothing comes up because we use ‘Smart Radiator Thermostat’.

416
Milan
Expert User ✨
8 days ago
J
JosselinNew Participant
asked in Article Help Center
Is it possible to add keywords or hashtags into Help Center articles? (more visibility)

Hi! I would like to know if it's possible to add some keywords or hashtags within Help Center articles that they can be found more easily. I'd be happy to hear any other trick to increase the visibility and efficiency of articles in the way that they are found. Thanks in advance! J.

2819
N
8 days ago
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Scott ANew Participant
asked in Article Help Center
How can I create callouts in an article via the API?

Hi! Based on the article about formatting articles, https://www.intercom.com/help/en/articles/4103903-formatting-and-exporting-your-articles-with-the-articles-api, there doesn’t seem to be a way to POST an article through the API that has callouts. For instance: Any ideas on how this might be possible? Thanks!Scot

824
N
8 days ago
A
AndresNew Participant
asked in Conversations
Support html for api email conversations

I'm using the intercom api to create and respond conversations of type email, when I send messages as an admin using HTML, some styles are stripped out, as a result clients can't see the HTML formatted correctly when the email is opened, Do you know why this could be? I'm seeing that css styles are removed and even using inline styles would not work, does intercom support styles in the email conversations api at all?

131
Emilygav
Intercom Team
11 days ago
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Monique ClarkNew Participant
asked in Article Help Center
Search and replace within knowledge base?

We have renamed a core part of our application, and now have the arduous task of replacing every mention of the feature manually within our 180+ articles…. How do others manage this?I find native the Intercom article management tools lacking:Can’t duplicate articles Can’t create article templates Can’t insert recommended reading (related articles defined by me) Can’t have global blocks/sections that are the same across the articles they appear in etc…It’s becoming logistically nightmarish as we grow our knowledge base.Is there any third party tool that can improve the management? Or do I need to just consider building a custom knowledge base?Thank you!

201
Emilygav
Intercom Team
11 days ago
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TrietNew Participant
asked in Fin AI Agent
react-use-intercom use in nextjs project but only show on safari and desktop, hide on other mobile device with other browsers.

Hello, I tried to use react-use-intercom in my nextjs project, everything works fine on desktop, safari but the chat hides on other browsers when using mobile devices. Please help me fix the issue. Thanks!

381
Emilygav
Intercom Team
11 days ago
E
Erica GriggsNew Participant
asked in Workflows
Inactive Customer Workflow - Email follow ups

There are inactive customer workflows but apparently when you send a message (ie. asking for the customer to reply), these will only send in the messenger. Shouldn’t they also send via email if the customer hasn’t seen the update in the messenger after 3 minutes? I’m not understanding why that’s not happening as it should be the same as any other message sent by a teammate.

253
Emilygav
Intercom Team
11 days ago
A
Allina VerrilloNew Participant
asked in Workflows
Automating emails when teamates send inital email

Our team typically sends emails to users (generally asking for more information on a specific account). Is there a way to set up a workflow that sends an automated followup if the user doesn’t reply within a specific time frame? When testing the workflows, I tried using these:When a customer becomes unresponsive - this requires the user to respond, which doesn’t always happen When a teammate sends any message - this doesn’t have the option to send an email, only a message or note

303
A
11 days ago
D
David C13New Participant
asked in Article Help Center
How can I get vimeo embeds to display correctly with domain level privacy restrictions?

Hi, I am using vimeo to embed videos within my articles and am having issues with implementing domain level video restrictions. We need domain restriction on all our videos to prevent them from being accessed by users that aren't logged in.  When viewing articles on the standalone help pages, the embed solution works fine, but if a user views a video from within the messenger, they get an error saying the video can't be played because of privacy settings. Both the help pages and messenger are used on the same domain. Has anyone found a way to use domain restriction successfully?

2326
W
13 days ago
godofprogrammer
godofprogrammerConnector
asked in Conversations
Should I integrate my website with Intercom to better engage customers?

I am currently handling one of my client's projects where I have to engage with the audience and customers of 3 different cities in the USA. It is more commonly about medical consultations, So I am looking for a platform where I can engage my client’s customers according to their location and plan their consultations according to customers’ location.Should I go for it or not? Will I be able to engage customers according to their locations? Is there any plan of Intercom that can sound beneficial for this specific business?

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E
Intercom Team
13 days ago
K
KelseaNew Participant
asked in Fin AI Agent
Fin resolution rate?

Hi! I was wondering if anyone has insight into what a good resolution rate for Fin would be? I know the marketing site for Fin says “Resolve 50% of your support questions instantly” - but is 50% the average that we should resolution rate that we should be seeing? We only just started our trial but are preparing support goals for the quarter and I’m not finding any information about this in the Help Center. I would love to hear Intercom’s thoughts on what they see across their own Fin averages or an average across all companies who use Fin, but it would also be helpful to hear from anyone who may have insight into this for their own company. Thank you!

5204
Frederik Hofvander
13 days ago
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HollyW00dNew Participant
posted in Tickets
Ticket Status Doesn't Change when Customer Replies

Hello! I’ve noticed that when a customer replies to a ticket, that the status will remain Resolved for instance. Shouldn’t the status change back to In progress perhaps? 

894
H
13 days ago
A
Andrew R.New Participant
asked in Workflows
Fetch data from backOffice

When a user starts a chat and wants the status of a certain operation, is it possible based on his user_id, retrieve the last 10 operations he made in form of buttons and ask him to select which one he mentions, and based on the decision, to give an automated reply based on the information in BO? 

192
A
13 days ago
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