The #1 Agency for Intercom

Intercom recommends Cybercrew® as service partner

TASK 1

Initial Setup

Review Initial settings

Align initial settings according to the client's process

Setup office hours

Match and maximize Intercom plan according to priority

Route emails to your inbox "Email Forwarding"

Setup lead qualification

Install free Intercom Apps

Setup individual notifications

TASK 2

Help Center / Knowledgebase Setup

Create and organize articles

Integrate Helpcenter into your chat messenger

Add the ability to view or search for articles from the messenger

Setup smart suggestions to automatically answer questions in the messenger

Setup smart inbox suggestions for teammates

Setup article feedback using reactions

Setup article reports

TASK 3

Chat Messenger Setup

Tag conversations automatically with rules

Conversation topics reporting

Custom attributes

Conversational tag reports

Incorporate topics, attributes & tags in macros

Organize tags in spreadsheet

TASK 4

Fin AI Compose & Macros

🎨 Fin AI Compose: Adjust to your tone of voice

🔤 Fin AI Compose: Fix spelling & grammar

🌎 Fin AI Compose: Translate to 10 languages

🎟️ Fin AI Autofill: Automatically populate ticket titles & descriptions from conversations

📝 Fin AI summaries in workflows: automatically add AI generated summaries using Workflows

TASK 5

Conversation Topics, Attributes & Tags

Setup Conversational Topics, Attributes & Tags

Tag conversations automatically with rules

Conversation topics reporting

Custom attributes

Conversational tag reports

Incorporate topics, attributes & tags in macros

Organize tags in spreadsheet

TASK 6

Inbox Automation

Define team assignment and process

Create teams and views

Setup macros

Setup inbox details

Build custom views of conversations

Turn on bot inbox

TASK 7

Workflows and Automation Bots

Create bot inbox

Upload bot image

Add a bot name

Suggest help articles for users
Turn on CSAT users
Turn on CSAT users
Create new message user workflow “users”
Create popup user workflow “help center”

Qualify leads “up to 4 attributes”
Turn on CSAT leads
Suggest help articles for leads
Create a new message and popup lead workflow “visitors and leads”

TASK 8

Series and Funnels

Define type of process needed

Draft funnels using series for better collaboration and brain storming

TASK 9

Reporting and Data Gathering (Intercom Retainer Project)

Provide Monthly Report Of the Following Stats below

Customer Support KPI's

Customer Satisfaction

Article Report

Conversation Topic Report

Workspace Management

Contacts management

Inbox monitoring

Macros

Crm workspace updates