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What is the customer onboarding process for Intercom?

Asked 4 months ago
The customer onboarding process for Intercom is designed to help new users understand the platform and its features, enabling them to utilize the tool effectively. This process typically begins once a user signs up for an account. Intercom often provides a streamlined onboarding experience, focusing on the unique needs and goals of each customer. Initially, users are guided through a series of introductory tutorials and walkthroughs that explain the various functionalities of the platform, such as messaging, chat, and customer support tools. This may include interactive experiences, showcasing how to set up messaging workflows, customize chat appearances, and create targeted campaigns. The goal is to familiarize users with the interface and core features, allowing them to feel comfortable navigating the system. Additionally, Intercom often includes resources such as help articles, video tutorials, and community forums, where users can seek further assistance or learn best practices from others in the community. Some businesses may also have access to custom onboarding services or dedicated success managers who can provide personalized guidance based on specific use cases. Throughout the onboarding process, customers are encouraged to engage with the platform and implement features that best suit their organizational needs. It is also not uncommon for Intercom to send out check-in communications to ensure users are progressing and to address any challenges they might face along the way. For detailed information about the onboarding resources offered by Intercom, users may want to explore the relevant sections on the Intercom website dedicated to support and onboarding.
Answered Aug 13th 2025

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