The ability to create and assign a task to a chat and have a centralized task dashboard to see and organize tasks.
Ability to Create task associated with a chat.
Best answer by Nathan Sudds
Integrations work quite well if you already use another task management tools like Asana, Clickup, etc but some other tools aren’t integrated.
Tickets could work as well but you just need to select if this is something you want the customer to see or not, then choose the correct type of ticket, tracker, back office etc.
Renaming Conversations is another other option is, if you just want to have a high level view of the task you need to do for the customer but don’t want to create a Ticket or use a 3rd party tool. In this case, I’ve seen teams rename the conversation to whatever the task is and then essentially your conversation list becomes that task list you are looking for. Instead of generic conversation titles that don’t help you understand what’s needed when you look at the list. In the case where you are snoozing things you don’t need to handle right now, then when they pop back up you’ll see at a glance what the next step might be as well.
If you are aiming to track tasks that aren’t related to a specific conversation or customer, just something in general for your operations and improvements to Intercom -- then congrats you are on a good path but you’ll probably need to track those changes in another tool because there’s not really a way to do that within Intercom.
Feel free to share more so we can help further!
Hope this helps!
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