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The Inbox
The Inbox
Setting up and using Intercom Inbox to support customers and convert leads at scale.
+5
63 articles in this collection
Written by
Ruairí Galavan,
Penny-Merelle,
Phil
and 5 others
How to get the most from your Inbox
No more switching tabs. Get all the context on your conversations and take action directly in your inbox.
Written by
Jordan Shefrin
Updated over a week ago
Tips for using Intercom to help with your COVID-19 response
Some ways you can use Intercom to offer your customers quality, personal support during high pressure or high volume situations.
Written by
Damon Alexander
Updated over a week ago
Get started with Inbox
Install Intercom, customize the Intercom Messenger and start talking with your customers.
Written by
Damon Alexander
Updated over a week ago
Intercom's Inbox explained
Provide fast and personal customer support with Intercom's Inbox.
Written by
Damon Alexander
Updated over a week ago
Setting up your teams and inboxes
Assign conversations evenly using round robin
Share new inbound conversations evenly among your team
Written by
Phil
Updated over a week ago
Forward your email to your team inbox
Automatically send emails from your email clients to teams or teammates in Intercom.
Written by
Damon Alexander
Updated over a week ago
Mapping email replies to inbound address using custom domains
Map sender address to the same inbound email address that customers contact you on.
P
Written by
Pranavasthitha Tandra
Updated over a week ago
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.
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.
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.
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.
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
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.
Written by
Ruairí Galavan
Updated over a week ago
Prioritize your most important conversations
Reply to urgent conversations faster by marking them as priority.
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.
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.
Written by
Ruairí Galavan
Updated over a week ago
Manage group conversations
How to add and remove customers from group conversations.
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.
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.
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.
Written by
Damon Alexander
Updated over a week ago
Customizing your inbox
Customize your Inbox with apps
Get the context you need so you can support your customers faster.
Written by
Damon Alexander
Updated over a week ago
Dynamically link to other tools from the Inbox
Use ‘Quick Links’ to access your customer or company information in other tools, directly from the Inbox.
Written by
Damon Alexander
Updated over a week ago
Customize your inbox for faster support workflows
Get more context on your conversations and take action directly in your inbox.
Written by
Phil
Updated over a week ago
Close deals faster with an inbox customized for sales
Get the info you need to convert leads as you chat, by adding apps to your inbox.
Written by
Liam Keegan
Updated over a week ago
See a custom list of conversations in real time with Inbox views
Build a custom filtered view of your inbox, and monitor the conversations most important to you.
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
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.
Written by
Damon Alexander
Updated over a week ago
Creating and managing macros
Speed up your workflow with customisable and easily repeatable actions
Written by
Damon Alexander
Updated over a week ago
Hit your response time targets with SLA rules
Deliver the consistent experience customers expect.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Written by
Damon Alexander
Updated over a week ago
Common Inbox questions
Can I change the notification sound in Inbox?
Written by
Damon Alexander
Updated over a week ago
Impersonation warning explained
Written by
Ruairí Galavan
Updated over a week ago
Can I link to a specific reply in a conversation?
Share a user's reply with teammates by copying a link.
Written by
Liam Keegan
Updated over a week ago
Does Intercom have keyboard shortcuts?
Speed up your workflow in the inbox by using keyboard shortcuts.
Written by
Ruairí Galavan
Updated over a week ago
Can I start group conversations in Intercom?
Written by
Ruairí Galavan
Updated over a week ago
Can I delete a reply I send to a user?
Delete replies to conversations that you sent in error.
Written by
Liam Keegan
Updated over a week ago
How do I block spam in my team inbox?
How to block and unblock users, and view your spam list.
Written by
Ruairí Galavan
Updated over a week ago
Download a transcript of your conversation
Easily share or keep record of a conversation by downloading the transcript.
Written by
Liam Keegan
Updated over a week ago
Accessing unsupported attachment file types
Supported and unsupported file types in the Inbox and Messenger.
Written by
Penny-Merelle
Updated over a week ago
How do I remove company email addresses from group conversations?
Written by
Ruairí Galavan
Updated over a week ago