Intercom Starter Kit
Trial Quick Start Guide
Getting Started Installation
Intercom Overview Install messenger code
Intercom Features Explained ● Whether the plan is to install Intercom in a dev
environment or in production first, be sure start this
Add Teammates to Intercom process straight away.
Best Practices for adding support agents to Intercom ● From the Installation settings page, you’ll find two
An Intro to Intercom for Support Agents code snippets to install (1) Install chat for visitors (2)
Install chat for logged-in users.
Set up your Help Desk for omni-channel support Install the Intercom Messenger
● Chat & email should be your first priority.
● Internally discuss if any other channels are Configure messenger settings
required for launch (i.e. WhatsApp, Phone, SMS, ● Set office hours, style the messenger to match your
Social, etc). brand, control inbound conversations.
● You may need set up a meeting with your brand
team to review the look & feel of the messenger.
Configure email settings
Set up and customize the messenger
● If your IT team controls your shared email
domains, you may need to submit an internal
Identify integrations needed
request. In that case, be sure to start this
● Check out the Intercom App Store to see which apps
process as soon as possible!
in your tech stack integrate with Intercom.
Customize your help center
● You may need set up a meeting with your brand Product tasks
team to review the look & feel of the help center. ✔ Create or sync help center content
✔ Configure workspace settings
Customize and Manage Articles ✔ Set up the Help Desk for omni-channel support
✔ Set up email forwarding for testing
Create a ticket type ✔ Create Teams
Check out common ways to use tickets below: ✔ Select assignment method
Tickets Explained ✔ Create a ticket type
Academy course:
Set up Intercom for your business
If you have any questions, do not hesitate to reach out to our team via the the messenger in the Intercom platform.
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* Note: Some features referenced may not be included in your subscription.
