The Inbox

Setting up and using Intercom Inbox to support customers and convert leads at scale.

Ruairí Galavan avatar Penny-Merelle avatar Phil avatar +5
63 articles in this collection
Written by Ruairí Galavan, Penny-Merelle, Phil and 5 others
Using Inbox day to day

Manually qualify leads as you chat

Know who your leads are, and add qualification data about them as you chat.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Assign conversations to teammates and teams

Manually or automatically assign specific conversations to teammates or teams.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Get context on conversations fast

Quickly see how urgent each conversation is, and get context behind every message.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Loop teammates into conversations

Add internal notes to conversations and discuss customer questions behind the scenes with teammates before replying.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Start new outbound conversations from the Inbox

Initiate a new conversation directly from the Inbox with an existing user or lead
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Get context fast with user and company profiles

Answer questions about your users and their company like when they were last active and what plan they’re on.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Prioritize your most important conversations

Reply to urgent conversations faster by marking them as priority.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Work as a team and respond to conversations at scale

Automate your sales workflow and move faster in your team inbox.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Snooze a conversation

Set a reminder to follow up with conversations that are on hold by snoozing them.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Manage group conversations

How to add and remove customers from group conversations.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Search and filter your conversations in Inbox

How to search and filter your conversations by keyword, tag, user, assignee, and date ranges.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Prioritize responding to customers who’ve been waiting longest

Reorder your conversations list to reply to customers who are waiting the longest first.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Prevent replies after you close a conversation

Encourage your customers to open new conversations after issues are resolved.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago
Automation in your inbox

Using macros in the inbox

Speed up your workflows by triggering multiple actions at once with macros
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Archive or delete unused SLAs (Service Level Agreements)

This article explains how to archive and delete SLAs for an organized workspace.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Creating and managing macros

Speed up your workflow with customisable and easily repeatable actions
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Hit your response time targets with SLA rules

Deliver the consistent experience customers expect.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Tag conversations automatically with Rules

Automatically add tags to conversations based on rules you define — Make it easy to report on conversation trends.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Automatically reassign conversations when you’re away

Turn on 'away mode' and reassign your replies when you're unavailable.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Assign new conversations in the inbox by round robin

Share new inbound conversations evenly among your team.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Automatically assign key accounts to the right owner

Connect conversations from targeted accounts to teammates in real time.
Phil avatar
Written by Phil
Updated over a week ago

Assign replies to messages by round robin

Share leads who reply to your ongoing messages evenly with your team.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Assign leads round robin style among your team

Share new leads evenly with your team using round robin assignment.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Best practices for Inbox rules - Commonly used examples

Check out these example rules and adapt them to suit your business needs.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Manage high conversation volume effortlessly with workload management

Give your teammates a balanced workload by distributing conversations evenly, and limiting the number of assigned conversations.
Phil avatar
Written by Phil
Updated over a week ago

When do Inbox rules fire?

Learn exactly when and how Inbox rules are triggered to get the best out of your Inbox automation.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Automate your inbox workflows with Rules

Learn how to automatically assign, close & tag conversations, mark conversations as priority and set SLAs for your team with Inbox rules.
Damon Alexander avatar
Written by Damon Alexander
Updated this week
Best practices for supporting your customers

When should I use conversation topics, attributes, and tags?

Conversation topics, conversation attributes, conversation tags. What’s the difference?
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Example macros and best practices

Check out these examples for inspiration, and some top tips for creating and using macros
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Respond to customers faster with macros (formerly saved replies)

Saved replies have had an upgrade! Learn more about macros.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Share articles to answer questions faster

Add articles to conversations to quickly resolve your customers' questions
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Share apps to have more productive conversations

Help your leads and users achieve their goals faster by sharing apps in conversations.
Liam Keegan avatar
Written by Liam Keegan
Updated over a week ago

Keep track of support requests and bugs by tagging conversations

Identify and tag the most important messages, topics and trends in your feedback.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Move fast with keyboard shortcuts and formatting

Quickly assign conversations, tag a user, add a note and insert stickers and smileys.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Choose the right conversation attributes for your business

Define the right conversation attributes to enable the most effective inbox workflows.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Respond to users and visitors on the go

Quickly reply to customer conversations on the move with the Intercom for iOS and Android mobile apps.
Laura Jolly avatar
Written by Laura Jolly
Updated over a week ago

Using conversation data for advanced Inbox workflows

Learn how to create and use conversation data attributes — For ticket-style workflows, and advanced Inbox management.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Identify duplicate conversations in your inbox

Use the duplicate detection Task Bot to highlight customers with multiple active conversations and prevent double handling.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Welcome your users in the right way

Create an inviting team intro, let customers know when to expect a response and see when teammates were last active.
Ruairí Galavan avatar
Written by Ruairí Galavan
Updated over a week ago

Our best practice guide to customer support

Personalize your responses, speak like a human and be proactive with your answers.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago

Customer support resources

Popular blog posts we’ve written about how to do quality customer support with Intercom.
Damon Alexander avatar
Written by Damon Alexander
Updated over a week ago