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View Custom Object data from the Help Desk
View Custom Object data from the Help Desk

How to get additional data context through Custom Objects associated to user or conversation.

Brian McKiernan avatar
Written by Brian McKiernan
Updated over a week ago

Support reps working in the Intercom Inbox can view additional data context via Custom Objects associated to people or conversation.

Custom Objects must previously be set up, in order for them to show in Inbox. For more on how to do this, check out:

Custom Objects related to user showing in the sidebar

To see all Custom Objects related to user, expand the User data section in the sidebar and scroll to find the Reference Attribute that was created linking the ‘People’ object and the ‘Custom Object’.

In the example below we can see two Custom Object records, ‘Apple iPad Pro’ and ‘Apple iPad Air’:

You can ‘pin’ the User attributes to the sidebar and make them easier to find.

On hover, the Custom Object record(s) name expands:

On click, the sidebar changes to a view of the Custom Object’s attributes:

Custom Objects related to conversation showing in the sidebar

To see all Custom Objects related to conversation, expand the Conversation Details section in the sidebar and scroll to find the Reference Attribute that was created linking the ‘Conversation’ object and the ‘Custom Object’.

Custom Object records that are associated to the specific Conversation in the Inbox will be shown:

It's not possible to ‘pin’ attributes in the Conversation Details.

In this example, you can see the bot flow and Order selection matching the right sidebar:

Click on a Custom Object record to view its data attributes:


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