- Installing Intercom
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🔧 Prepare to install Intercom
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Install the Messenger on your website
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Keep your Messenger secure
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🔧 Complete this section
- The Messenger
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🔧 Prepare to customize the Messenger
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Customize the Messenger - Content
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Customize the Messenger - Style
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Test the Messenger and go live
- Channels
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🔧 Prepare to set up your channels
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Forward your emails to Intercom
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Set up your other channels
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Set up your Help Center
- Teammates & contacts
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🔧 Prepare to import teammates, customers, & track data
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Invite your teammates
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Manage permissions with roles
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Import your customers
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Types of customer data
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Configure customer notifications
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Sync customer data to Intercom
- End
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Recap
Install your Intercom Helpdesk
Configure your workspace to handle high-velocity support and connect with customers at scale.
If you're new to Intercom and excited to harness the power of AI-driven customer support, you're in the right place.
Getting started with Intercom: Fundamentals will guide you through your first steps with Intercom, helping you fully leverage its capabilities and start seeing value right away.
Learning objectives
At the end of this course, you will be able to:
- Install the Messenger to support your customers right in your product
- Customize the Messenger to suit your goals and brand
- Set up identity verification to ensure security and privacy
- Forward your support emails to Intercom
- Handle all your support channels in Intercom so your agents can work most efficiently
- Invite teammates to your Intercom workspace
- Manage permissions quickly and efficiently with roles
- Import customer data directly into Intercom
- Use data attributes to filter, segment and manage your customers
- Configure how your customers receive notifications of replies
- Set up your Help Center to enable your customers to find answers
