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Organising Inbox Messages

  • October 30, 2023
  • 1 reply
  • 414 views

Hi guys, 

I’m new here and just getting familiar with Intercom. A bit of background on us. 

We have a multisided platform. One product is “Service Provider” and the other is “Consumer”.

I’m wondering is it possible to have separate inbox folders which can organise users based on attributes “isServiceProvider” or “isConsumer”. So when we receive messages, they will automatically go to the correct inbox folder instead of All Users. 

I'm still figuring out best use cases and am a complete novice so any help would be appreciated. 

Cheers

Ray

Best answer by Larissa Alberti

Hey @RaymondValentine 👋

Larissa here from Intercom Support.

You can organize your Help Desk (previously known as Inbox) by teams and then set up Workflows that would automatically assign conversations to the right team depending on the customer’s attribute.

For more information on how to create teams, please check this article here.

Once you have your teams set up, you can then create Workflows and set up branches for the assignment, as per the screenshot below 👇

For more information, please check this article that explains how to create Workflows. 

I hope this helps!

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1 reply

Larissa Alberti
Intercom Team
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Hey @RaymondValentine 👋

Larissa here from Intercom Support.

You can organize your Help Desk (previously known as Inbox) by teams and then set up Workflows that would automatically assign conversations to the right team depending on the customer’s attribute.

For more information on how to create teams, please check this article here.

Once you have your teams set up, you can then create Workflows and set up branches for the assignment, as per the screenshot below 👇

For more information, please check this article that explains how to create Workflows. 

I hope this helps!


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