You can now archive irrelevant tags so that they can no longer be applied to new conversations or users. Archiving the tag does not delete the data – it simply hides it from your list of tags. This means you can still use the tag to filter any messages, conversations or users. You can also access any reporting for the archived tag.
To learn more about managing your tags, check out our help article.
You can now see how any changes you’ve made to your Custom Bots impacts performance. Just navigate to the Path Analysis tab within any live Custom Bot and select the version you want to view. From there, you can see how changes you’ve made have impacted engagement and completion at each step of the bot. To learn more, check out this article.
Note:
You can now read and download relevant conversations right from the conversation tags report with the new inbox report drill-down for conversation tags. Any filters you’ve added to your report will automatically be matched in these drill-downs.
For more information, visit this article.
We’ve improved Settings to make it easier to manage teammates and their permissions. Now, you can:
– Invite multiple teammates at once.
– Bulk edit teammate permissions.
We’ve also created more granular permissions to give you greater control. The permission ‘Can Manage All Settings including Billing’ has been split into three distinct permissions:
– Access Product Settings
– Access Workspace Settings
– Access Billing
You can now see how people are flowing through your Custom Bots and where they’re dropping off to better understand performance. Use these new insights to make optimizations to further drive engagement. Just navigate to any live Custom Bot and click on the new Path Analysis tab. To learn more, check out this article.
Note:
We’re launching this alongside small improvements to our custom bot builder experience, making it easier to create more complex bots with numerous paths.
We’ve made several improvements to make message creation and organization more intuitive and consolidate Intercom's outbound channels. Check them out here.
Below is a quick overview of what's new. See our new docs page for full details.
- The “Messages” area of Intercom has been renamed to “Outbound” - Product Tours now live inside Outbound - Auto and Manual Messages are now called Ongoing and One-off Messages - To create what was previously called a Visitor Auto Message, now simply create an in-app message and set the targeting to visitors - Message folders have been replaced with tags - You can now filter your message list by people type, message state, sender or tag - Operator and Reporting have moved up ⬆️ alongside Inbox, Outbound, Articles and Platform - There are new email and in-app message templates to help you get started when creating a message
Note: for some customers, these changes may have been in place already, this notice is for the majority of our customers that are experiencing these changes for the first time today 😎
We've made several improvements to our HubSpot app, now you can:
- More accurately score and prioritize each lead by sending all qualification data you capture in Intercom to HubSpot
- Get more context for each conversation by seeing lead data from HubSpot including email, company, stage, and owner right in the Intercom Inbox
- Keep lead ownership in sync by automatically setting owners in HubSpot as they are in Intercom (note: we won’t overwrite existing owners if they are set in HubSpot)
- Improve lead attribution by saving HubSpot cookie data for new leads captured in Intercom. This allows you to keep your original lead sources (direct traffic, paid ads, etc.) and instead capture Intercom as the conversion point for these leads (bonus: you can then view all leads converted by Intercom and from which sources in HubSpot)
To enable these features with your existing HubSpot integration, head here. To learn more about the app or install it, visit the Intercom App Store and our updated documentation.
With our new Messenger setting, you can prevent customers from re-opening conversations that your team has previously closed. For visitors and users, you can also define how long a conversation must have been closed before it can longer be replied to.
If you enable this setting, customers can still see their closed conversations in the Messenger. However, instead of being able to reply directly, they will be encouraged to initiate a new conversation.
To learn more about this feature, see our help article.
You can now search for conversations by email address, which will pull up all conversations you’ve had with that user.
If you’re looking to find conversations that mention an email address, you can search for an email addresses as a keyword by putting it in quotation marks.
For more information, visit this article.
Starting today, it’s easier to draw better insights from your conversations through 3 new tagging updates, so you can improve your product and business.
The tags settings page is now the central location for you to view and manage your tags. This includes the ability to see how many times tags have been used.
We’re also introducing new rules to automatically tag new conversations. Tag rules reduces the manual effort required from your team while ensuring that your tag report are more accurate.
Finally, we are extending tagging to Custom Bots so that you can understand the content of those conversations. Now when you build a bot, you can automatically tag specific conversations as they’re triaged by your Custom Bot.
For more information, visit this article.