A complete step-by-step implementation checklist for Intercom with 23 actionable tasks across 5 phases. From planning to launch, everything your team needs for a successful rollout.
Customize the Messenger greeting by page — a pricing page visitor should see a different message than a help center visitor.
Write Help Center articles that answer one specific question each — the bot performs better with focused, short articles than long comprehensive guides.
The more user data you send to Intercom, the smarter your bots and targeting become. Prioritize plan_type, mrr, and last_active_at attributes.
Keep Product Tours under 4 steps — completion rates drop 50% for every step after 3.
Set up a "Human Handoff" keyword list in your bot — when users type "agent", "human", or "help", they should immediately be routed to a live person.