Intercom

Phil

Damon Alexander

Jennifer Woites

Everything you need to know to get started with Intercom

Getting Started

A quick guide to help you start strong from day 1 with Intercom.

Day 1 with Intercom: Configure checklist

Everything you need to know to install Intercom and set up your workspace

Installing Intercom

Install Intercom and start having conversations with your users through the Messenger.

Install Intercom in your product for logged-in users

Install Intercom and engage logged-out visitors or leads through the Messenger.

Install Intercom in your product for visitors and leads

How to install the Intercom Messenger using Google Tag Manager — No code required.

Install Intercom with Google Tag Manager

If your product rarely refreshes pages, you'll need to install Intercom using these instructions.

Integrate Intercom in a single page app

How to quickly install the Messenger on a Squarespace website.

Install Intercom on your Squarespace site

Start chatting to your users and leads on your WordPress site.

Install Intercom on your WordPress site

Installing the Intercom Messenger

Start a free trial and see exactly what you can do with Intercom on your site or in your app.

How do I sign up for a free trial of Intercom?

Use Intercom in your preferred language

How to accept an invite and start collaborating with your team using Intercom

Accepting an invite to an Intercom workspace

How to add, remove, or export teammates individually or in bulk.

Add, remove/delete, or export a teammate

Give each team a place to see and reply to conversations, and assign the right messages to the right team.

Organize your inbox by team

Set more granular expectations for your customers based on the team that will handle their conversation.

Define office hours and reply times for your teams

Set your customers' expectations by setting your office hours and expected response time.

Let your users know when to expect a response

Let people know you're available without disrupting them

Set up a test workspace of Intercom in your development / staging environment to be sure it’s working correctly before putting it live.

Create a test workspace in Intercom

Beth-Ann Sher

Setting up your workspace

Get notified of conversations by email, desktop or mobile and receive a daily sign-up email.

Never miss a conversation or sign up

We'll walk you through how to test Intercom before going live and how to roll out Intercom to your prospects and customers.

Best practices for testing Intercom before going live

Control which notifications you receive on desktop and mobile.

How teammates get notifications

Create custom roles to assign consistent permissions to your team — Keep your workspace secure and compliant.

Manage permissions effortlessly with custom roles

Set your Support team up for success with these permissions and roles in Intercom.

Setting up roles and permissions for support

Laura Joyce

IT Friend

Best practices

Control if teammates can export data, reassign conversations, delete replies and more.

Permissions: how to restrict access for some teammates

Configure which conversations your teammates have access to, for a more controlled Inbox experience.

Limit teammates' access to conversations

Choose a set of default audience filters to apply to all of a teammate’s messages.

Set default audience rules for all messages from certain teammates

See the actions you and your teammates take in Intercom like setting messages live, logging in and more.

Review actions taken in your workspace with Teammate activity logs

How to request a 2FA recovery code

Enhance your security and prevent impersonation by setting up Identity Verification.

Set up Identity Verification for web and mobile

Protect your account with 2FA, Google Sign-On or SAML SSO

Log in to Intercom with SAML SSO using Okta, OneLogin or another identity provider.

Integrate with an identity provider and log in with SAML SSO

Create and remove teammates using Okta, OneLogin or another identity provider using SCIM provisioning.

System for Cross-domain Identity Management (SCIM) Provisioning

Provision new users and manage their accounts using Okta as your identity provider.

Configure SCIM Provisioning with Okta

Add a security email address to your workspace to ensure Intercom can reach the right people in the event of a security incident.

Provide a security contact for your workspace

Keep your conversation content private with contentless notifications and conversation history controls.

Sending email notifications without conversation content or history

List trusted domains you use with your Messenger

All Intercom domains you'll need to allow in your CSP or firewall.

Using Intercom with Content Security Policy

What is Identity Verification?

Troubleshooting Identity Verification

David Cullinan

Thibault Candebat

Security in your workspace

The different ways customers can contact you in Intercom.

How do customers contact us?

How do I change my email or avatar?

Having trouble logging into your Intercom account? Here's a few steps you can try.

Troubleshooting logging in and password issues

How do I change my name in Intercom?

Where can I find my workspace ID (app ID)?

How to enable, disable and save attachments.

Can I control how attachments are used?

How do I change my app's local timezone?

How does Intercom deliver push, email, chat and post notifications?

Does Intercom have a Python library?

Can I install Intercom on multiple domains?

Common questions

Everything you need to know to get started with Intercom for Support

I'm setting up a new Intercom workspace for Support

I'm joining an existing Support team in Intercom

Best practice for adding support agents to Intercom

This article explains how concepts from Zendesk work in Intercom, how you can easily get started with imports, and what to set up first.

Switching from Zendesk to Intercom

Danielle Swanser

Intercom for Support

Everything you need to know to get started with Intercom for Lead Generation

I'm setting up a new Intercom workspace for Lead Generation

I'm joining an existing Lead Generation team in Intercom

Intercom for Lead Generation

Everything you need to know to get started with Intercom for Customer Engagement

I'm setting up a new Intercom workspace for Customer Engagement

I'm joining an existing Customer Engagement team in Intercom

Intercom for Customer Engagement

Everything you need to know to get started with Intercom for Customer Onboarding