Intercom
This tutorial will guide you on how to connect your Chatlayer bot to Intercom.
Last updated
This tutorial will guide you on how to connect your Chatlayer bot to Intercom.
Last updated
From your bot page in app.chatlayer.ai, go to the Channels menu and click "Add Channel" and select Intercom.
Click "Next" and then "Connect new account"
You will see a pop-up where you can click "Authorize access" from Chatlayer to your Intercom account:
After clicking "Authorize Access" your account will appear on Chatlayer:
After clicking "Next", you will reach 'Step 2: Configure Subscription'. There you'll have the following fields:
Subscription Webhook URL: this will be automatically linked to your Intercom account. If you have any questions about how to deploy Intercom's widget, please refer to their documentation.
Bot teams: you need to add all of the team IDs that should expect the bot to interact with. You can find the team IDs in the URL for each team. In the example below 000000 is the team id. https://app.intercom.com/a/inbox/xxxx0xx0/inbox/team/0000000/conversation/000000000000000
Bot Agent: messages sent by the bot will be seen as sent from the selected agent from the dropdown menu.
After you have connected your Intercom channel, you can set up the handover from the bot to a human agent. At that point in the bot flow, you can add an Action block and click on 'Send to offload provider'. The 'Offload' configuration will appear at the top of your editor.
Make sure that you pick a team that shouldn't have the chatbot replying (a team that you haven't informed in the channel configuration)
If the user issues have already been solved by the bot, you can close the conversation to keep your customer support tool uncluttered. You can add the "close conversation action" by choosing the Intercom integration on the Apps menu:
And configuring it to close the conversation after the user reaches a certain point in the conversation, for example, after a satisfaction survey. The configuration can be done by retrieving the conversation ID from the internal variable intercom.conversationId and in the Reason field, you can write a message to the user stating that the conversation was closed and why.
Now you're all set for your automated, meaningful conversations through Chatlayer and the Intercom widget.
