You can choose which data appears in your lead and user qualification profiles. Just visit your qualification data settings in Intercom and select ‘Add data’:
There are 2 ways you can add data from here. You can:
Choose from the custom attributes you’ve already added to Intercom.
Click ‘create new data’ to create new custom qualification data.
Note: You can also ‘Add’ or ‘Remove’ any data you like, and this will change the qualification data that appears in your lead and user profiles.
How do I qualify my customers using this data?
There are two ways you can qualify your customers in Intercom. You can:
Manually qualify your leads and users in the inbox as you chat to them.
And/or set up our bot, Operator, to automatically ask leads questions on your behalf, based on whatever data is most important for your business.
Note: It’s also possible to update lead qualification data via a ping (just like you would with your custom attributes). And, you can update it via a CSV import or through the REST API.
Check out our best practices on how to choose the right qualification data for your business.