Learn how to install and start using the Intercom Pack to manage conversations, leads, users, and more - from your Coda doc.
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.
Within this article you’ll find...
Install the Intercom Pack
To use the Intercom Pack, you’ll first have to add it to your doc. Just follow the steps below to do so:
Within your Coda doc, click Insert in the upper right corner
Type "Intercom" in the search-bar, and choose Intercom from the results
A window will open with more info about the Pack. Click Add to doc in the upper right.
That's it - the Intercom Pack is now installed. To start putting it to use, check out the following section.
Put the Intercom Pack to use
Now that you’ve added the Intercom Pack to your doc, you can browse the available building blocks by following these steps:
Click on Insert in the upper right corner of your doc
Select Packs
Under Installed Packs, select Intercom
Scroll through the Building blocks tab to see all the ways you can start using the Pack
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.
ℹ️ If you need a refresher or have any questions on connecting to Pack accounts, check out this article.
Examples, tips, and tricks
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.
Categorize feedback from Conversations
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.
Send easy follow-ups to specific users
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.
Reply to open conversations
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.
FAQs
Should I set up a shared or private account for the Intercom Pack?
The answer depends on your preferences and how you intend to use the table, button, or column. A private account is one that only you - the person setting up that account - can use to take actions from the Coda doc. A shared account is one that can be used by anyone who has access to the doc. Check out this article to learn about the difference between shared and private accounts.
I’m having trouble connecting to or using the Intercom Pack. Help!
If you’ve already installed the Pack and are running into issues, we recommend you check out this article on troubleshooting Packs.
How can I learn more about connecting my Intercom account?
Check out this article for lots of useful info on connecting (and disconnecting) Pack accounts, shared versus private accounts, and more.
I have questions about my Intercom sync table - how can I learn more?
Sync tables are one of the most useful Pack building blocks. For each sync table, you can choose which columns to sync in, filter rows based on your criteria, set the refresh rate, and fine tune the table settings. Learn all about sync tables and how to use them here.
How much does the Intercom Pack cost?
The Intercom Pack is included at no extra charge to all customers on our Team or Enterprise plans. If you’re in a Pro workspace and would like to purchase the Pack for an additional cost, check out this article. The Intercom Pack is not available on Free plans.
Related resources
Intercom Pack | Pack listing page
Coda + Intercom: User feedback | Coda Gallery