Workflows & Automations

Howdy Team, Is there an existing solution for an in chat form that is triggered when someone wants to download a gated content piece? In this article by the Intercom design team, they discuss how an embedded form is a great solution but don't think this functionality exists for custom bots. Any insights welcome. Thanks!

Howdy Team, I was interested in finding out if there's a solution out there to book group meetings in chat plus automatically include a unique zoom link.  Would appreciate any help. Thanks!

Our service is based on chatting with our clients. When they first register, they go through a non-intercom onboarding to our platform. Immediately after finishing registration and onboarding, a custom bot fires welcoming them to the platform. Once the client interacts with the bot, they get routed to an available agent via the round robin inbox function.  We want the client to be roundrobin'd when they first receive the bot message - not after they respond/interact with the bot. How can I do that?

We are trying a Custom Bot on a specific landing page, in tandem with an external widget that can connect to Intercom via app. When you interact with the widget, it opens Intercom and the Custom Bot appears - however, the bot currently also appears separately on the page, either over or behind the widget (depending on device). Is there a way to hide the bot from appearing automatically - so have it only appear through manually opening Intercom?

We have users on different plans (silver, gold, platinum, vip, etc)... and we want to show different options for each. Can't use URL rules as they are all using the same pages.  I'm passing a "plan" user attribute" through the Intercom code snippet, but I'm not sure how to use it to show different content/options on the bot (or different bots?) based on the value of that attribute. Is it possible at all?

We are in the process of doing a PoC with Intercom and noticed super slow load times on the Chat bot. Even the main Intercom.com website is showing 20-30s on a click of a custom bot reply before it loads the next set of paths. This make sit unusable. I am worried if Intercom can't get the performance on their own website, what does that mean for their customers. I spoke to a sales person yesterday and she said they were experiencing slowness but should be resolved soon. But unfortunately not.

Is it possible to achieve this without duplicating the bot and having to maintain two bots who are supposed to always do the same thing?

We want to create a custom bot that guides customer through some questions before their email arrives in our support team. therefore, I created the custom bot (from new conversations) and want to test It in preview mode. Once I start the custom bot and I click on one of the topic, it says "couldn't sent" meaning I can't test the different auto answers I created. Neither can I send a new message in the chat, it seems that I am kinda blocked. Anyone an idea why or how I can solve this?

I am setting up a bot that will launch the first time someone creates a page and visits it. The bot will offer guidance for setting up a feature, so I want the bot to stay open while the user implements the feature. How can I make sure the bot stays open?

We run our custom bots in the manner that Support requests during the day are being transferred to live chat support, while the requests outside office hours are directed to our ticket system. Challenge is that we cannot really use the Resolution Bot if we cannot connect customers to an agent after Resolution Bot has failed to answer. I was wondering if it would be possible to add the "Close conversation" option to requests when a visitor clicks on "Connect to an agent" outside of office hours?  Another alternative would be to enable us to give additional options with Resoluton Bot reply buttons if they are integrated into our Custom Bots: e.g. if Resolution Bot has failed to find an answer, the conversation could go to path X within the Custom Bot.

 I have been advised that using the "Last Seen Less than 1 day ago" is the best way around this but I don't have that option. It works whenever they log in once but the bot won't pop up again for this user and just sits there inactive. Any advice would be appreciated!

Hi team, I checked the docs of Intercom briefly regarding my scenario and got no idea on how to implement hat: 1.Scenario: when my customer reply me with information like name, telephone2.My aim : I have to check validate the name/telephone based on an external database before answering to the customer by my bot , and my bot then have to reply to the customer based according to validation result. 

Hi there!  We want to use specific bot depends which button user used in mobile app. So far we use method called displayMessageComposer, which doesn't has mentioned options to pass. Is there any option to pass params to intercom and trigger specific bot?

In my custom bots I would like to have a column called "Date last updated" you can have last updated by, I need to know when changes are made to the BOT, is this possible

How do I change my auto-replies?

I created a custom bot in a draft series. I previewed the bot. I no longer want the bot to appear on the page I had set the preview to. But I only seem to be able to change which website the bot will preview on, not turn off previewing all together. How can I completely disable the preview?

We have a particularly feature in our app that we've seen a lot of our members confused by. We added a top option for it in one of our Custom Bots, with three subsequent paths that they can take, but we're seeing a large number of people select the first option and then stop.  We know that they aren't having their questions answered because we also see a lot of duplicates and people opening up a message the next day as well 😂  Right now, we have two options: Set up an auto-closing automation rule to close these conversations after a few minutesWe let the conversations stay open and then an agent responds to the member We'd love a third option: where when the Custom bot hits the 3 minute mark of "a customer hasn't responded in time", they'd get a follow-up message prompting them for more details.  I haven't figured out how to do that yet, and might not be possible, but figured I'd ask!

When I try to add a custom bot it says "This feature is restrictedAsk one of your teammates to give you permission." What's strange is I am the admin of the account so I'm not sure why I can't create this bot? Thanks for any help

Hi! Ive set up a custom bot, a lot works well but I have noticed that many of our customers open many conversations, I think it is because they click the wrong button. I would like to try to add a "Go back" button that you have on intercom. This one! :D  I dont understand how to do it?

When an owner is assigned to a contact, can I trigger an outbound Custom Bot with the owner as sender?

Is there a way for the chatbot to be integrated with Line chat and Whatsapp? The only integration I read is that they're only integrated for live agent support.

For our business it makes sense to rate how easily the customer found their information vs how the overall conversation went. We are not directly support, but are a tool to qualify leads. We've found poor sentiment scores solely based on if a lead can quality to use our product or not. It would be more helpful if we could edit the question/rating.

Hello, I am looking for the best solution to localize my custom botsI think I'll be able to filter custom bots depending on logged in users but I can not find where to localise the bot or even if localization exists.Otherwise, I think I'll duplicate it Thanks

When making a Custom Bot from new conversations, if I use “Add bot message” and the user types nothing, according to our setup, “Auto-close abandoned Custom Bot conversations” is set to 3 minutes, the conversation in my inbox disappears. (Wanted) If I use the “Resolution Bot and follow up actions” and the user types nothing, the conversation stays in my inbox and never disappears. (Not Wanted)I would like to utilise Resolution Bot more, to help answer some questions, if they ask them.I have tried displaying half the page using Add Bot, and half using Resolution bot, still does not remove from inbox if user abandons the screen.

Hi, I am curious lets say you have a "seat" who has access to all of intercom's products (E.g., marketing, support, and customer engagement). How would he or she switch between these in the hub?