Installing Intercom - Setting up your workspace

Day 1 with Intercom: Configure checklist

Written by Ruairí Galavan
Updated over a week ago

Installing the Intercom Messenger

Install Intercom on your web app to support and onboard logged-in users

Start having conversations with your users through the Messenger.

Written by Damon Alexander
Updated over a week ago

Install Intercom on your website and chat with logged-out visitors

Engage visitors and convert them to leads by installing the Intercom Messenger on your site.

Written by Damon Alexander
Updated over a week ago

Install Intercom with Google Tag Manager

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

Written by Damon Alexander
Updated over a week ago

Integrate Intercom in a single page app

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

Written by Damon Alexander
Updated over a week ago

Install Intercom on your Squarespace site

How to quickly install the Messenger on a Squarespace website.

Written by Damon Alexander
Updated over a week ago

Install Intercom on your WordPress site

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

Written by Damon Alexander
Updated over a week ago

Can I install Intercom on multiple domains?

Written by Ruairí Galavan
Updated over a week ago

Setting up your workspace

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

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

Written by Damon Alexander
Updated over a week ago

How do I add, remove or delete a teammate?

Written by Ruairí Galavan
Updated over a week ago

Organize your inbox by team

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

Written by Damon Alexander
Updated over a week ago

Define office hours and reply times for your teams

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

Written by Damon Alexander
Updated over a week ago

Let your users know when to expect a response

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

Written by Ruairí Galavan
Updated over a week ago

Let people know you're available without disrupting them

Written by Ruairí Galavan
Updated over a week ago

Create a test workspace in Intercom

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

Written by Damon Alexander
Updated over a week ago

Tips for an efficient workspace

Never miss a conversation or sign up

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

Written by Ruairí Galavan
Updated over a week ago

How your team get notifications

Control which notifications you receive on desktop and mobile.

Written by Damon Alexander
Updated over a week ago

Manage permissions effortlessly with Custom roles

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

Written by Damon Alexander
Updated over a week ago

Security in your workspace

System for Cross-domain Identity Management (SCIM) Provisioning

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

Written by Jordan Shefrin
Updated over a week ago

Limit teammates' access to conversations

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

Written by Damon Alexander
Updated over a week ago

Set default audience rules for all messages from certain teammates

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

Written by Damon Alexander
Updated over a week ago

Review actions taken in your workspace with Teammate activity logs

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

Written by Damon Alexander
Updated over a week ago

Enable identity verification for web and mobile

Enhance your security and prevent impersonation by implementing identity verification.

Written by Damon Alexander
Updated over a week ago

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

Written by Ruairí Galavan
Updated over a week ago

Integrate with an identity provider and log in with SAML SSO

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

Written by Damon Alexander
Updated over a week ago

Provide a security contact for your workspace

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

Written by Damon Alexander
Updated over a week ago

Permissions: how to restrict access for some teammates

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

Written by Damon Alexander
Updated over a week ago

List trusted domains you use with Intercom

Written by Damon Alexander
Updated over a week ago

Sending notifications without conversation content

Keep your conversation content private with contentless notifications.

Written by Damon Alexander
Updated over a week ago

Using Intercom with Content Security Policy

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

Written by Thibault Candebat
Updated over a week ago

Common questions - Getting support

How customers contact you

The different ways customers can contact you in Intercom.

Written by Damon Alexander
Updated over a week ago

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

Written by Ruairí Galavan
Updated over a week ago

Can I control how attachments are used?

How to enable, disable and save attachments.

Written by Ruairí Galavan
Updated over a week ago

How do I change my app's local timezone?

Written by Ruairí Galavan
Updated over a week ago

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

Written by Damon Alexander
Updated over a week ago

Does Intercom have a Python library?

Written by Ruairí Galavan
Updated over a week ago