Workflows

I want to run a custom bot for an NPS survey. I'd like the survey to pop up to a user every 6 months, assuming they continue to meet the requirements. i can't figure out how I set up the rules to have the bot pop up automatically every 6 months

For example, let's say we only have 2 screens (account screen and product screen) in our mobile app. If user is on account screen and they open Intercom messenger, we want to give them options like (account issue, payment issue, etc). If user is on the product screen and they open intercom messenger, we want to give them option like (refund, complaint, product related help, etc). Thanks.

How do I change the teammate that the initial message to visitors is shown? I am on the starter package.

Hello folks, I am planning to have the both launched once users click on a certain CTA. Ideally, I would want the survey/form launched as soon as they click on the CTA. Is this possible?  If not, and I have to rely on launching the bot first, can the bot subsequently launch the survey/form?  Thank you!

I have a custom object called "Orders". When the user clicks "Cancel Order" in a bot I use a custom action to get their list of orders that can be canceled. Once the user finishes canceling the order, they can click "Cancel Another Order" which will then run the same custom action again to get their list of orders that can be canceled. However even though the custom action's response now has an empty array of orders, the order from the first response is shown in the conversation. How do we clear out the orders array on the conversation with each GET from the custom action?

I'm building a custom bot that automates order refunds. I have set up a custom action that gets recent orders and puts them into the order custom object that maps to people data. This works fine.  The issue is that when I show reply buttons from object data in the bot flow, I am never able to change what orders are shown after the initial 5 are shown. Once the person has orders in their custom object data, those are the orders that are always shown, regardless of what orders were fetched by the custom action.  What I expect to happen is that the orders shown are the same as the ones fetched by the custom action.  I have already verified that external_id is mapped correctly so that there are no duplicates.  I have also tried to map orders to conversation data and NOT people data in order to force refresh the orders when a new conversation has started but that does not work. It seems that the orders must be stored on people data in order to use in the bot workflows.  For additional c

I set up a Custom Object and Linked it to *both* the Person and Conversation objects, as stated in this article. In the Visual Editor, when I select Save reply... I don't see my attribute under the Person object and I don't see the Custom object.

Is there a way to create a bot that identifies the users Client manager (who isn't on intercom) and send that conversation directly to their Client manager?

Is it possible to implement Intercom Custom bot for a mobile version of the platform?

Hello everyone, I am working in a custom integration with Intercom that will allow my customers to create bots that handle e-commerce tasks for them directly in the Messenger. To do that we want to allow them to build a bot that:Collects some data like email and order numberCalls my API endpointAllows the customer to select what order line they want to talk to support about To do this I have created 2 custom objects: _customOrders, with the fields:externalIDcustomer_emailcustomer (many to 1 People with the field name custom_orders)conversation (many to 1 Conversation with the field name custom_orders)custom_lines (1 to many _customLines with the field custom_order) _customLines, with the fields:externalIDpriceproduct_namecustom_order (many to 1 _customOrders with the field custom_lines)conversation (many to 1 Conversation with the field custom_lines)customer (many to 1 People with the field custom_lines) Based on the documentation I then created a custom action that returns a JSON like

Our website recently started trending and we have an influx of users coming in and typing the same questions. It's simple enough to answer but because of the sheer amount, it's difficult to maintain conversations and would be much easier if we could immediately answer questions that we already expect with a bot or something.

Here are some screenshots of what I am doing. As you can see, the text that I want to pass from the bot to the operator is not working. Any ideas on how I can resolve this issue?Thank you,Dave

Is there a way that with a customer-message the URL is sent of the page the user is on? With this URL we can track on which document the user currently is in our application (the URL serves us as a document-ID).

Hi i want to query the customer on a location and match that location to a series of follow ups based on the location (city, State, or zip). How can i accomplish this?

I'm receiving an event that I use as a trigger for certain Custom Bots. When the bot is triggered I want to set the value of a conversation data attribute automatically based on a metadata field of the triggering event. So far I've only found the option to use event metadata as part of the bot content or to ask for user input for the attribute, but no option to use the metadata directly as a value for the data attribute. Is there any way of configuring this in Intercom?

We checked for the storage pricing for custom objects and custom actions and we got to know from this article that custom actions are included on all plans at no additional cost. 15 Custom Objects and 100K records are available on all plans at no addition. But I want t o know the additional charges if I go over 15 custom objects and 100k records. Also, Can I delete any custom object once created. I can archive the object but I could not find a way to delete it. Can someone help me with this?

For example, I want to create a cancellation flow and want to keep track of the reason why they are canceling. 

I have created a custom object and custom action following the articles. I am storing the custom action's API response to my custom object and populating that inside my custom bot. But, from the Custom bot all the attributes of the custom object are showing null. Also there are no logs getting shown on the custom action. I have many:1 and 1:many relation set as suggested in the article to my object:people and object:conversation . Can someone help me with this?

I have a bot that we're using to pretty much just tag users as a way to opt-in to future communication. Every time the user opts-in, it saves that "yes" as a conversation, which we then have to delete. The bot is doing all the work of tagging the customer, so saving that conversation is just extra work.  Any suggestions on how to prevent that? I'm pretty new to intercom :)

I need the bot to capture this message, from Whatsapp, from the customer's response and assign it as a variable so that I can use it in an API

Our custom bot splits the path in a couple spots when getting and verifying the customer's information. Is there a way to reconnect the two paths back into a single path without the use of reply buttons or something that gives me an arrow? See image, where we've asked the potential customer whether or not they have an e-mail address. Once we get that info (or learn that they do not have an email address), I'd like them to go back into the same path. The red lines are what I'd like to accomplish. Thanks!

Hi, we're currently using Bump by Userfeed but don't like it. It feels very manual as you need to click two buttons every time you want to automate a followup. We also never customize the template Bump by Userfeed offers. We only use it to follow up with a question like "when does this happen?" or "could you elaborate?" or "what version are you on?" etc. I think ideally we'd have a bot that detects/notices that we asked the user a question and reminds them to follow up after a few days. Any idea for what we should try to reduce manual work for automated followups?

We are exploring the option of offering localized support to our customers. Ideally, we would allow customers to choose between three time zones for support such as U.S. Pacific, EMEA, or AEDT and only offer them support during the time they have chosen. We were planning on creating some type of attribute for this in Salesforce so we could easily identify which customers are part of each support offering. Where we seem to be struggling is the routing. We are currently thinking that we will need 4 separate inboxes/ teams (one for PT, one for EMEA, one for AEDT, and one for 24/5 support). As some of these times will overlap, our team is looking at having to watch multiple inboxes. We are also struggling to figure out how we would be able to continue to use auto-assignment as there is no way to turn off auto assignment for a particular inbox.  We want to ensure customers only receive support during the time offering they have chosen. Any best practices anyone can share around this?

I'd like to create a link that contains attributes from the user:  But when doing so, I cannot find the utm parameters in the attributes list:  I basically want to create a link like the followinghttps://sample.com?utm_medium=medium&utm_source=source&utm_campaign=campaign where the utm parameters are the ones which the user had before opening the conversation with the bot. If this is currently not possible through the intercom interface, would this be possible using custom scripts? I see this developer post on github that could be a solution, but dunno even how should I implement such script. ThanksGas  

I don't believe I can create a rule to tag it by "message content" since the relevant lines are status updates within the ticket and not content sent in a message either to or from the user. The issue is that this creates untagged conversations which can skew our data.