Set up Intercom for your business

Everything you need to know to install Intercom and get started.

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About this course

If you're new to Intercom this course will help you to set up and customize your workspace so you can get to what's important fast—building customer relationships. If you're joining an existing team in Intercom, we'll show you around! If you reach a lesson that doesn't apply to you right now, skip ahead to what does. We'll cover:

  • Installing the right messenger for your business.
  • How to customize your workspace for maximum efficiency.
  • What you need to know about the inbox and our outbound channels.
  • And more!

Curriculum40 Mins

  • Welcome!
  • Getting Started with the Messenger
  • Installing Intercom
  • Customizing the Messenger
  • Getting Started with the Messenger
  • Customizing your workspace
  • Inviting teammates
  • Teammate notifications
  • Customer notifications
  • Data attributes
  • Contacts
  • Customizing your workspace
  • Intercom Inbox
  • Inbox overview
  • Forwarding emails to Intercom
  • Email client specifics
  • Routing conversations
  • Things to know about the Inbox
  • Creating Macros
  • Intercom Inbox
  • Outbound channels
  • Introduction to Outbound
  • Articles
  • Operator (Bots)
  • Outbound channels
  • Recap

About this course

If you're new to Intercom this course will help you to set up and customize your workspace so you can get to what's important fast—building customer relationships. If you're joining an existing team in Intercom, we'll show you around! If you reach a lesson that doesn't apply to you right now, skip ahead to what does. We'll cover:

  • Installing the right messenger for your business.
  • How to customize your workspace for maximum efficiency.
  • What you need to know about the inbox and our outbound channels.
  • And more!

Curriculum40 Mins

  • Welcome!
  • Getting Started with the Messenger
  • Installing Intercom
  • Customizing the Messenger
  • Getting Started with the Messenger
  • Customizing your workspace
  • Inviting teammates
  • Teammate notifications
  • Customer notifications
  • Data attributes
  • Contacts
  • Customizing your workspace
  • Intercom Inbox
  • Inbox overview
  • Forwarding emails to Intercom
  • Email client specifics
  • Routing conversations
  • Things to know about the Inbox
  • Creating Macros
  • Intercom Inbox
  • Outbound channels
  • Introduction to Outbound
  • Articles
  • Operator (Bots)
  • Outbound channels
  • Recap