What is the best way to develop automated onboarding for our users?

  • 22 August 2022
  • 1 reply

I am looking to use the bot and our online articles to develop a workflow triggered when a new user logs in or a user who hasn't completed the articles logs back in. I'm relatively new to Intercom. Is there a guide to assist me with this?

I'm also open to other ways of doing it so I welcome comments if you have suggestions!


Best answer by Racheal 30 August 2022, 18:53

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Hey @lauren s​ Racheal from the Support Engineer team here 👋


Outbound Messages can be great to help with onboarding! With Series, a form of outbound messaging, you can create an entire flow of Chats & Posts, Mobile Carousels, Product Tours, Custom Bots, Emails, and Mobile push messages targeted to the right points along a user's journey.


We do have a built-in template just for onboarding, which I'd highly suggest as a starting point.



In addition to this, we also have some great resources all about onboarding, which you can check out here.