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Work as a team and respond to conversations at scale
Work as a team and respond to conversations at scale

Automate your sales workflow and move faster in your team inbox.

Beth avatar
Written by Beth
Updated over a month ago

With the Intercom Inbox, your sales team can work together in a collaborative team inbox to manage and reply to leads at scale. Here’s how your team can work fast to avoid missing out on promising opportunities:

Automatically assign conversations

You should set up assignment rules to auto assign conversations to your Sales team based on who your customer is, the keywords they use, and the actions they take in your app.

You can also automatically route conversations from within a team inbox to all teammates who belong to it to ensure fairness and quick responses.


Set Fin AI Agent to automatically qualify your leads

You should configure Fin AI Agent to automatically qualify your leads, so you can spend more time focussing on having conversations with them.

Just visit the Qualify leads section in AI & Automation > Basics, and choose the details your sales team needs to convert your leads into users. You can choose up to four pieces of data for Fin AI Agent to collect.


Shorten your response time with macros

If you find your sales team answering the same questions again and again, for example questions about your pricing plan, you should create macros to speed up your response time. These help you manage common queries at scale.


Loop teammates into conversations

If a lead asks a tough question you don’t know the answer to, you don’t need to waste time figuring it out yourself. Instead, add a note to the conversation and loop in a teammate to collaborate behind the scenes.


Other ways to move faster in the inbox

To answer questions faster, you should also:

  • Learn how to use Command-K and keyboard shortcuts.

  • Snooze conversations that are temporarily on hold, but still active. Then, when the snooze period ends (or if someone replies) the conversation will reopen, reminding you to follow up.

  • As you chat to leads and gather additional information about them, add this information to your lead's customizable qualification profiles.

  • Download the Intercom Conversations app for iOS and Android to quickly respond to leads on the go.

Master Intercom Inbox and learn to deliver world class support with Intercom Academy.


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