Intro to the Intercom Pack
This Pack allows for greater transparency and brings the information to you and your teams. You can:
- Manage conversations, feedback, and leads.
- Reply to conversations, set and view tags, add notes, and more.
- Review and manage your help center articles and collections.
Step 1- Install the Intercom Pack
- Go to the insert panel in the top right of your doc.
- Type “Intercom” in the search box on the right to find the Pack.
- Scroll down and click on the Pack once you find it.
- You’ll see a pop-up that gives you the option to add it to your doc.
Step 2- Add a Building Block
- In the same panel on the right, you’ll see a wide variety of tables, buttons, and formulas.
- Start by dragging in the table(s) you want access to.
- Learn more about the options here- https://coda.io/packs/intercom-1002
- This will prompt you to connect your account.
Step 3- Adjust your settings
- The settings available to you will depend on which tables you are utilizing in your doc. These are the settings available for the “Conversations” table.
Refresh This Table
This controls how often Coda will sync any changes that have taken place in Intercom.Days Since...
This allows you to filter what rows will sync based on dates. You may want to adjust this to a small window if you have a lot of data.Add Criteria
These additional settings allow you to include additional criteria you’ve created from Intercom.Step 4- Sync your data
- Press Sync now in the table you want to sync or in the right-side panel.
Access and add other Pack tables
- Go back to Insert, then click Packs.
- You will see all the Packs installed in your doc.
- You will also see any current tables utilized in your doc.
- You can click on those tables to see where in the doc they are used.
- Drag and drop the additional tables you want to use.
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