Intercom app

Learn how to use the Workflow builder from these 4 in depth videos.

Workflows builder explainer videos

Build your Workflows efficiently and with ease in a visual canvas.

Using the Workflows builder

Choose who will receive your workflow and when and where it triggers.

Configure workflow trigger settings

What each action does and when to use them in your Workflows.

Using actions in Workflows

How to route your Workflows to the right paths using conditional branching.

How to use branches in Workflows

How to pause a workflow and wait for an event in your external system to trigger a webhook request.

Use Wait for Webhook in Workflows

Improve the workflow experience for customers and give them an option to go back to the start of the workflow experience

Add a start over button to your Workflows

Add a video to your Workflow’s welcome message to create a more personal experience.

Add videos to Workflows

How to automatically post AI summary notes in conversations using Workflows.

Trigger AI conversation summaries using Workflows

Use background workflows to automate repetitive processes for your human support team.

Build inbox automations using Workflows

How to trigger inbound workflows over WhatsApp, Instagram, Facebook, Email and SMS.

Omnichannel support for Workflows

Find out how to preview your Workflows before you set them live for customers.

Preview and set Workflows live

Learn how to create, manage, and troubleshoot assignment Workflows to ensure conversations are escalted to the right teams and teammates.

Manage and troubleshoot assignment Workflows

Examples of advanced workflows such as how to follow up with inactive customers and how to control CSAT eligibility.

Examples of advanced Workflows

Learn how to target specific pages or subdomains with workflow URL trigger rules.

Configure page URL targeting rules for workflows

Automate how Intercom handles incoming emails with workflows that route, tag, and organize messages efficiently.

How to set up email workflows

Learn how to use the Email OTP step in Workflows to securely verify customer identity with a one-time password.

Verifying customer identity with Email OTP workflow step

Liam Keegan

Phil Byrne

Ivan Branimir Skoric

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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.

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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.

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

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