It’s easy to customize the Intercom Messenger so that it feels completely at home on your product or site. You can help your customers get things done fast with intuitive apps and a personalized Messenger home.
Here are the 6 simple steps to setting up your Messenger successfully:
Your Messenger settings
You’ll find everything you need to customize your Messenger in your Messenger settings in your left-hand menu.
As you begin to customize your Messenger, you’ll see how it will appear for both your visitors and users on the right-hand side of your screen.
Not what you’re looking for?
You’ll find more technical options for customizing the Messenger here.
Step 1 - Say hello in (almost) any language
Greet users and visitors
It’s easy to introduce your team in a personal, friendly way:
First, choose how you’d like to greet your customers. We’ve automatically added a ‘first name’ variable, so you can automatically greet logged-in users by their first name.
By default, your logged-out visitors will be greeted with ‘Hi there.’
You can edit your greeting to better serve your customers. And you can further personalize your greeting by adding variables, like a company’s name.
Add a team intro
Next, write your team intro - simply introduce your team and let your customers know how you can help them. Keep your intro warm, friendly and to the point.
Note: You can write team intros in multiple languages. See the section below for how to add additional languages.
Set your default language
Just choose the default language you’d like to display the Messenger interface in. You’ll have 38 languages to choose from, including French, Spanish, Portuguese and German.
- Most Messenger apps (with the exception of Google Calendar Meetings) are only supported in English.
- Your Article Search app will automatically set to the same language you’ve chosen for your Help Centre. For example, if your Help Center language is ‘French’, your article search app will also be ‘French’, regardless of what language you’ve chosen for your Messenger.
You can also select other languages to allow. For example, if your default language is English, you can allow the Messenger to appear in French to your French users, in German to your Germans users and so on.
Step 2 - Show your team’s availability
Set your office hours
Office hours set your customers’ expectations for when you’ll be back in the office and available to reply. When a customer opens the Messenger outside of office hours, they’ll see when your team will be back online.
By default, your office hours are set to weekdays from 9am to 5pm. You can edit your office hours - just choose the days and times you’re in the office.
Note: Your office hours are calculated based on your app’s local timezone.
Set your expected response time
Once you’re happy with your office hours, set your expected reply time. This sets your customer’s expectation for when they should expect a response from your team. You can do this by:
- Selecting ‘Automatic reply time.' This pulls in your team’s median first reply time over the past 7 days.
- Or by setting your reply time manually - just select ‘typically replies within a few minutes’, ‘few hours’ or ‘within a day’ as your reply time.
Important: We use your office hours to calculate your automatic reply time.
Step 3 - Add Messenger home apps
The Messenger is most powerful when you tailor your home screen with powerful apps, making it easy for users and visitors to get what they need, without having to start a conversation.
You can choose exactly what’s displayed for both your visitors and users.
Choose apps for logged-out visitors
To add apps for visitors just select ‘Apps for visitors’, then click, ‘Add an app.’
From here, you can choose apps that help you capture new visitors and convert them to leads or customers. You can choose from a growing library of apps, including: Article Search, Campaign Monitor Subscribe, Content Showcase and Get a Demo.
Choose apps for logged-in users
To add apps for users, just select ‘Apps for users’, then click, ‘Add an app.’
From here, you can choose apps that help your users self serve and show them how to be successful with your product. You can choose from a growing library of apps, including Google Meet, Shopify, Statuspage and Stripe Subscriptions.
- You have to add an app in both places if you want it to show for both your visitors and users.
- You can also build your own apps (for your team or the whole world to use).
Step 4 - Style your Messenger
Now it’s time to add your company logo
Just click the ‘upload button’ then select your logo to add it.
And choose a background colour for your Messenger
To choose the background colour for your Messenger, just enter the colour code you’d like, or select a color from the color wheel.
This will change the color of your team profile background and other backgrounds.
Choose an accent colour for your Messenger
We recommend choosing an accent color that contrasts against the background of your site, so that your customers can clearly see how to get in touch with you and take actions.
Again, just enter the color code you’d like. The accent color you choose will affect a number of items, like your:
- Messenger launcher.
- Buttons and links
- Headings in your messages
- Other emphasised components
Choose a background texture
To add a dash of personality to your home screen, choose a fun background texture.
Display an Intercom link
By default, we display a subtle ‘We run on Intercom’ link at the bottom of your Messenger. You can opt to turn this on or off.
Configure your sound settings for incoming messages
You can also turn the sound for incoming messages on or off by toggling the switch.
Step 5 - Manage when customers can use the Messenger
Opt to turn new conversations on or off
If you can’t handle the volume of new conversations you’re receiving, you can turn off inbound conversations. Once this is turned off, people won’t see the ‘new conversation’ button in the Messenger.
Choose who can see the Messenger
It’s easy to control who sees the Messenger launcher on your website/product. You can choose to show the Messenger to users, visitors or both.
If you have our Clearbit Reveal app you can choose select visitors to show the Messenger to too. For example, if you’d only like to interact with high-value visitors in the Messenger, you could set it to appear for high value prospects whose companies have over $50 million in revenue and over 100 employees.
Step 6 - Keep your Messenger secure
Whitelist your domains
You should create a whitelist of specific domains that the Intercom Messenger can be seen on. Once you set this up, the Intercom Messenger will only appear on these domains (it won’t appear in unintended locations).
Enforce identity verification
Identity verification prevents third parties from impersonating your logged-in users and seeing their conversations. We strongly recommend that you enforce identity verification for your web, iOS and Android users.
Check out our technical guide for customizing the Messenger. You’ll learn how to create a custom launcher, position it on your site and more.