You can now keep your people data in sync with salesforce so your team has the context they need while talking to customers Customers with the Salesforce app access to use the following features:
Map people data in Intercom to leads and contacts in Salesforce (or vice versa) -so you have more data about your customers to use for more personalized conversations.
Reliably match records- Use user ID or email as a unique identifier when mapping your data so that Salesforce can be your single source of truth.
Leverage additional attribute mapping controls- this will allow you to reduce your risk of overwriting data.
Get more control over API usage - You can now view and set a limit for Intercom's usage of your Salesforce API allocation, so you don’t have to worry about hitting rate limits.
Make your outbound messages and bots more effective- Use lead and contact data from Salesforce to enhance your audience targeting.
Make sure to watch this space as we continue to release many more updates to our Salesforce integration over the coming months. For more information, visit our help center.
You can now report on conversations at the topic level when you export conversation data, allowing you to monitor topic performance over time. You can also filter the data export by topic using the dropdown menu beside the date filter, giving you even more control over what gets included in your data exports.
To get started, visit the Conversation Data Exports page, expand the ‘Conversation information’, and check the box for ‘Topic’.
With personal macros, you can now create macros that sound and work exactly how you do. These personal macros won’t be visible to anyone else in your Inbox or workspace settings.
To create your first personal macro, go here. Or to find more macros inspiration, read our best practices article.
You can now create nested lists within articles, giving you the ability to break down complex topics within your help docs.
To get started, select the bulleted list option in your tool bar, and hit “tab” to create sub-bullets. You can also drag and drop images into your lists, making them even more engaging for your users.
Click here to get started with nested lists!
With Article Search, you can now search for links within articles with keywords, making it even easier to update all of the content you already have on any given topic.
Simply type the keyword or phrase of your choice into the search bar, and any matching articles with that will appear in the list below. You can also use quotation marks around your keywords to search for exact phrases.
Get started with article search today!
With behaviors for Resolution Bot you can create customized support experiences for different customer segments.
For each customer segment, decide between bot only, one-time, looping, or disabled (bot free) customer experience. You can also customize bot intro’s for each behavior, or turn them off completely.
Get started with bot behaviors today!
Here are some of the newest apps in our app store. 🎉
RemoteHQ - Reduce resolution times for complex support issues and improve customer experience by transitioning from live chat to a real-time, collaborative co-browsing session with embedded video chat
VideoSupport - Allow your customers to record and submit videos directly to your team through the Intercom Messenger to troubleshoot technical problems faster
Targeting with Heap - Automatically sync your Heap behavioral segments to Intercom to improve targeting and personalization across all Intercom messaging channels
VideoAsk by Typeform - Embed asynchronous, face-to-face video chats into Intercom conversations to make interactions more personal and build stronger relationships with your customers and prospects
Fibery - Seamlessly link your customer conversations to product insights and feature requests to make better-informed product decisions
Apps improve your customers' experience and team's efficiency — enabling actions in the Messenger and the Inbox, keeping data in sync across your tech stack, and triggering workflows in other tools.
Explore these and the 300+ other apps available in the Intercom App Store! Is there an app or integration you'd like to see built? Let us know! 🍻
Admins in Intercom can now set message targeting rules based specific roles. Use these new settings to ensure your team is only messaging the right audiences.
As an admin, create a new role or edit an existing one within your team & roles settings to set permissions.
Teammates that have been given specific default rules will see them whenever creating a new outbound message.
To learn more, check out this article.
You can now see which of your teammates created and edited your topic definitions and when in teammate activity logs.
To get started, simply select ‘General’ under the settings page. From there, select ‘Teammate Activity Logs’.
Introducing reporting permissions! Control which roles or individual teammates can access reports in Intercom.
To manage these permissions, navigate to your workspace’s teammates or teams & roles settings and simply toggle which teammates or roles should, or shouldn't, have access to reporting in Intercom.
To learn more, check out this article.