The Intercom Pack allows you to manage conversations, leads, articles, and more - right from a Coda doc. You can sync in a table of all articles from your Intercom-backed Help Center, use a conversations table to track user feedback, or create a lead with the click of a button. And that’s just the start.

Whatever you want to do with the Intercom Pack, this article will help you get started by explaining how to install and familiarize yourself with the Pack.

To use the Intercom Pack, you’ll first have to add it to your doc. Just follow the steps below to do so:

That's it - the Intercom Pack is now installed. To start putting it to use, check out the following section.

Now that you’ve added the Intercom Pack to your doc, you can browse the available building blocks by following these steps:

You’ll see templates, tables, buttons, formulas, and more. Tip: You can also read about all of the available building blocks on the Intercom Pack listing page.

To add a building block - such as a Conversations table or a Create Lead button - simply drag it from the panel on the right and drop it into the correct spot on your page.

You may then be prompted to connect to your Intercom account in order to access that Intercom data. Click on Connect an account and follow the steps. If this is your first time connecting to the Intercom Pack, you’ll be prompted to sign in to your Intercom account.

You can do a lot with Intercom and Coda - sync Conversations (and all their info) into Coda, create leads via a button, view and manage articles, and more. As if often the case with the Coda, the possibilities are quite vast. In this section, we’ll share a few helpful applications for the Intercom Pack.

You can create a tracking system for user feedback based on your Intercom conversations. To start, install the Pack and add the Conversations sync table to your doc. From there, you can check out either of the templates below for instructions on how to build out feedback tracking in Coda.

Another common use of the Intercom Pack is to use Coda to tag your users - based on the interaction or on other customer qualities - then send automatic follow-ups to those users based on their tag. For instance, maybe you want to send a follow-up to all the users who’ve recently shared product feedback. You can tag those users with product feedback in Coda, then create and send a set message to all users with that tag - right from your Coda doc. Check out this template to learn more.

Start by adding a Conversations sync table from the Intercom Pack, then filtering it to show only the open conversations. Then use the “Reply to conversation” Pack button to quickly send replies to all of those open conversations - with only a few clicks from your doc. Here’s an example of this in action.