We've created this 'Getting started' guide to help you set up your workspace, and then build on the basics. There are lots of ways to onboard your customers in Intercom (but you don't need to cover them all right away to get started):
Messages for triggering automatic in-app, email and push messages
Product Tours for guiding your customers to success
We also cover automating actions with:
Note: Are you joining an existing workspace? We have a guide for that too!
Take a look here.
1. Install the Messenger (Total time: 15 minutes)
Connect with your users in real-time using the Intercom Messenger for logged-in users. Your users can start conversations with your team or self-serve with Messenger apps.
Your Messenger installation code
2. Invite teammates (Total time: 2 + minutes)
Work with your whole team in Intercom by inviting them to your workspace. Assign Inbox seats, measure team performance, and more.
Your teammates' email addresses
3. Set up office hours (Total time: 2 minutes)
Manage expectations by setting office hours, so users always know when to expect a response.
Your teams' availability
4. Import user data (Total time: 10 + minutes)
Already have a loyal user base? Import them into Intercom so you can see and chat with them right away.
CSV file of user data or access to Mixpanel or Mailchimp
1. Add apps to Messenger (Total time: 2 + minutes)
Personalize your Messenger with apps to engage with your users right away. Highlight an important blog post, share your newest video content or launch a Product Tour.
2. Track custom data (Total time: 15 + minutes)
Create and track data that matters to your business.
Intercom installed in your product
Data you'd like to track
3. Set up task bots (Total time: 5 + minutes)
Automate simple actions with task bots, like asking for a rating and feedback once a conversation is closed.
Congratulations! Your Intercom workspace is set up and you're now ready to onboard your customers
Have a little more time?
Here's just a small collection of some of our customer onboarding-related articles and videos from our colleagues at Intercom