If you use Articles to educate your customers, you can proactively share the right article, with the right customer, at the right time using chat or post messages, Workflows, and Custom Answers. You can also show specific articles to users or visitors in your Messenger home and share them in conversations.
Sharing articles with the Article Inserter app is perfect for:
Proactively helping customers who run into setup issues.
Providing comprehensive self-service support with Articles and Custom Answers.
Engaging visitors with a relevant article shared in a Workflow.
Onboarding new customers with a sequence of articles in a Series.
Welcoming users or visitors with a specific article on your Messenger home.
Send targeted articles in messages
To add an article to a message, just click the plus sign when composing your message content:
Note: You’ll need Messages and Articles to proactively share articles in messages. You can use the Article Inserter app in dynamic and fixed messages. It's not available for email messages.
Then, select ‘App’:
Next, choose the 'Article Inserter' app:
Then, search your Help Center and select an article:
If you support multiple languages in your Help Center, select which version of the article you’d like to send:
Note: A multilingual Help Center is only available on certain Intercom plans. See our plans and pricing here.
Once you’ve chosen an article, it’ll appear as a card in your message:
Your visitors or users can read the article without leaving the Messenger, so they stay in the right context:
Send articles with Custom Answers, or as a follow up action in Workflows
Add an article to an answer
If you use Custom Answers to answer frequently asked questions, it’s a good idea to include articles your customers can read for more in-depth information.
After creating your answer, select ‘Insert an app’:
Choose the Article Inserter app:
Then, search for, and select the article you’d like to include:
Follow up a Workflow with an article
If you use Workflows to proactively support your users, you can easily share help articles and give customers all the information they need.
At the end of a Workflow path, click ‘+ [Add action]’, then select ‘Send an app’:
Choose the Article Inserter app, then, search for and select the article you’d like to include:
Show a specific article on your Messenger home
You can also use the Article Inserter app to show a specific article on your Messenger home.
Just go the Settings > Channels > Messenger > Web > Customise Home with app where you can choose if you want to customize your Messenger home for Visitors or Users. Then, click ‘Add an app’ and complete the same steps as above:
Select the Article Inserter app from the list.
Search for and select the article you’d like to add.
If you’ve translated your articles into multiple languages, select which version of the article.
Once you've chosen an article, click ‘Save and set live’ to make it live.
Now, users or visitors will be able to see and read the article directly in your Messenger home:
What’s next?
Here are more ways to better engage your users with Messenger apps:
Let customers help themselves with the Article Search app.
Capture important customer details with the Ask a Question app.
Share apps in conversations for more productive outcomes.
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