Workflows (intro)

Workflows (intro)

Get started with automations in Intercom.

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About this course

Use triggers, conditions, and rules to build powerful automations that create amazing customer experiences—all in one place.

In this course, we'll cover:

- An introduction to Workflows
- How to navigate and use the Workflows builder
- How to configure your CSAT and Expected reply time workflows
- Creating a simple workflow, how to preview and set it live 
- How to create three powerful automations for your workspace
- How to manage the priority of your workflows

Curriculum

  • Workflows introduction
  • How to use the workflow builder (4 videos)
  • Managing your existing workflows
  • How to test a workflow and set it live
  • How to route customers to different teams
  • How to snooze inactive conversations automatically
  • How to automatically tag conversations based on keywords
  • How to manage the priority of your workflows
  • Quiz
  • Recap

About this course

Use triggers, conditions, and rules to build powerful automations that create amazing customer experiences—all in one place.

In this course, we'll cover:

- An introduction to Workflows
- How to navigate and use the Workflows builder
- How to configure your CSAT and Expected reply time workflows
- Creating a simple workflow, how to preview and set it live 
- How to create three powerful automations for your workspace
- How to manage the priority of your workflows

Curriculum

  • Workflows introduction
  • How to use the workflow builder (4 videos)
  • Managing your existing workflows
  • How to test a workflow and set it live
  • How to route customers to different teams
  • How to snooze inactive conversations automatically
  • How to automatically tag conversations based on keywords
  • How to manage the priority of your workflows
  • Quiz
  • Recap