With the Intercom Help Desk, 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:

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.

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 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.

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.

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.

To answer questions faster, you should also: