Supporting customers in the Inbox

Supporting customers in the Inbox

Learn how to use the inbox to respond to conversations efficiently.

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About this course

As a support agent, you spend a lot of time in the inbox handling conversations and talking to customers. This course will show you how to work efficiently in the inbox so you can speed up your resolution times and keep your customers happy. Danielle Swanser, Senior Customer Education Manager at Intercom, will show you:

  • How a conversation lands in your inbox,
  • Adding notes and taking actions, and
  • Responding to a conversation using macros, tags, snooze and send

Then, Lisa McMahon, Customer Support Specialist at Intercom, walks you through:

  • Using hotkeys to save time, and
  • Ways to start using more shortcuts in the inbox

 

This course is part 3 of the Provide a great customer support experience path.
Getting started with Intercom for support agents gives an introduction to your Intercom workspace, and Getting to know the Intercom inbox goes into more detail about the inbox and how to navigate around it.

 

 

PS. if you ever need anything, just click on the messenger on the bottom right of any page: Academy, Help Center or the Intercom app - we're always happy to help. 

 


Meet the course producers:

  • Danielle Swanser

    Senior Customer Education Manager, Intercom

  • Lisa Mc Mahon

    Customer Support Specialist, Intercom

Curriculum25 mins

  • Introduction and resources
  • How conversations arrive in your Inbox
  • Adding context in the Inbox
  • Level up: PREACH - a guideline for your tone
  • Composing a response
  • Level up: Saying no to customers
  • Conversation ratings
  • Using inbox shortcuts
  • Quiz
  • Recap

About this course

As a support agent, you spend a lot of time in the inbox handling conversations and talking to customers. This course will show you how to work efficiently in the inbox so you can speed up your resolution times and keep your customers happy. Danielle Swanser, Senior Customer Education Manager at Intercom, will show you:

  • How a conversation lands in your inbox,
  • Adding notes and taking actions, and
  • Responding to a conversation using macros, tags, snooze and send

Then, Lisa McMahon, Customer Support Specialist at Intercom, walks you through:

  • Using hotkeys to save time, and
  • Ways to start using more shortcuts in the inbox

 

This course is part 3 of the Provide a great customer support experience path.
Getting started with Intercom for support agents gives an introduction to your Intercom workspace, and Getting to know the Intercom inbox goes into more detail about the inbox and how to navigate around it.

 

 

PS. if you ever need anything, just click on the messenger on the bottom right of any page: Academy, Help Center or the Intercom app - we're always happy to help. 

 


Meet the course producers:

  • Danielle Swanser

    Senior Customer Education Manager, Intercom

  • Lisa Mc Mahon

    Customer Support Specialist, Intercom

Curriculum25 mins

  • Introduction and resources
  • How conversations arrive in your Inbox
  • Adding context in the Inbox
  • Level up: PREACH - a guideline for your tone
  • Composing a response
  • Level up: Saying no to customers
  • Conversation ratings
  • Using inbox shortcuts
  • Quiz
  • Recap