Intercom app

Beth-Ann Sher

Matthew Pelyhes

Reducing hold times for your customers and moving phone conversations to Messenger.

Switch

Learn how to set up Switch and move phone conversations to Messenger.

Install and set up Switch

Getting started

Personalize the experience for your customers and decide how switched conversations are identified by your teammates.

Customize the Switch experience

Learn how to use Workflows to target Switch conversations specifically, routing them to the right team, applying SLAs, and automating responses.

Automate Switch using Workflows

Customizing and automating

Monitor your Switch usage in detail and find conversation reports.

Monitor Switch conversations and see reports

Monitoring and reporting

Learn more about Switch with these answers and tips.

Switch FAQs

How to configure call forwarding from Twilio to Intercom.

How to configure call forwarding from Twilio to Intercom for Switch

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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