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In the digital age, content is king.
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° and misrepresenting some tasks.
Away mode a» Ticket type A Bug report
Theme: Light > Submission date May 29, 2024
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Intercom Help Center Looks like we have a bug with the PDF export feature. Please take a look and get back
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% Technical 1 Chart export feature malfunctioning - exported PDFs are omitting key project milestones
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Email

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
You have 12 days left in your Advanced trial Buy Intercom ‘€ Continue setup
Settin gs Set up identity verification on all platforms to prevent third parties from impersonating logged-in users. Set up identity verification.
I:? Q Search ® K @ Email auto reply for JDM
o GENERAL >

DM DATA 5 You can set up an email auto reply to automatically notify people that you won't be able to get back to them right away. When people send you an email message, they'll receive a
1 response containing what you've written in your email auto reply.

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®  Qsearch % K O Domains for JDM Add and Verify Domain
o GENERAL >
9 JDM DATA 2 Manage and authenticate your domains
LECEIDESK 2 Authenticating your domain helps make sure your carefully created emails reach your customer's inbox and results in better engagement.
ENSIE v Benefits of authenticating your domain: + '
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INSTALLATION
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SECURITY @ 5 Q  Add teammates
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4 O New | Replying to closed email conversations
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(] GENERAL v
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9 JDM
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Teams & roles Time zone
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M How does the companies feature work?
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D@ Q_ Search ® K O Email forwarding for JDM M Learn how to forward emails into Intercom
(] GENERAL >
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JDM DATA >
1 d8pw29jv@jdm-40cd1873b08c.intercom-mail.com
HELP DESK > Forward email from your normal support email address (such as help@myapp.com) to Intercom so you can reply to emails from your inbox. We will automatically detect emails that have been
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4 Phone m d8pw29jv@jdm-40cd1873b08c.intercom-mail.com Copy
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if WA View step by step instructions
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F13 5  Alink will appear below once the verification process is initiated. Open link to
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=l 6  Check that Intercom is receiving your incoming email by sending a test message.
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|You have 12 days left in your Advanced trial Buy Intercom € Continue setup
Settings _
®  Q search %K @ Email signature for JDM Cancel » Save and set live
o GENERAL >
v BrOEER 5 Customize email signature
Customize the email signature for your business. This signature will be applied
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4 Phone m
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SECURITY @ >
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I:? Q Search ® K o Email notifications for JDM
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D@ Q Search ® K O Link branding for JDM M Learn about link branding
o GENERAL >
DM DATA 5 Allow your email assets (links, images, and teammate uploads) to appear to be from your custom domain.
9
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HELP DESK >
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EMAIL v
[2 View step by step instructions
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I:? Q. Search 2K O Sender email addresses for JDM Add a custom address
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7 JDM DATA > Set the default email address you want to use for your outbound emails and notifications
HELP DESK > v
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and appear as if they're coming from your domain e.g. teammate@company.com 40cd1873b08c.intercom-mail.com. Only recommended for temporary or trial usage.
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el (e m Replies to inbound emails will be sent from the same address that the customer contacted you on. For example, emails sent to support@company.com will receive replies
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4 [FiTee m Custom addresses can be used as "from” and "reply-to” addresses when you send emails. This is useful if you'd like certain outbound emails to appear as coming from a team, or if
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screenPatterns:
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screenKeywords:
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J - . o
Help Desk oz Q @ Jane Smith Example: PDF export broken ¥ .- @ Snooze  Submitted @ Al Copilot Beta  Details [2 (D
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@ No channels installed yet off #3 &% 1customerreport $ Not shared with customer A€ Assignee Jane Smith
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4£ Technical 1 Chart export feature malfunctioning - exported PDFs are omitting key project milestones
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Ticket type A Bug report
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Submission date May 29, 2024
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4 Cross-post note Add note
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Instagram
Easily reply to Instagram private messages from your inbox
Built by Intercom Free

Route private messages from Instagram to your Intercom inbox — keeping all of your customer m
communications in one place and enabling you to respond faster to your leads and users. With the
Instagram app, you can read, manage and respond to all private messages right from your inbox. No
more switching tabs or managing multiple queues. Categories
Instagram messages can be routed directly to your Unassigned inbox, or you can automatically assign Conversation management
them to the right team or teammate using assignment rules. Plus, anyone who messages you will be Terms of service
added to Intercom as a lead or user, making it easy to track all of your conversations and customer data Privacy policy
in one place and giving you a clear picture of your customer base. - )
|You have 12 days left in your Advanced trial Buy Intercom € Continue setup
92 App Store Q_ Search for an app...
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Works with
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WhatsApp Instagram
3 Automations Easily receive and reply to Easily reply to Instagram private
Messenger WhatsApp messages from your messages from your inbox
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|You've successfully installed Instagram X
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Instagram
Easily reply to Instagram private messages from your inbox
Built by Intercom Free
Description Settings
2 Open app docs
Make sure the app is setup.
Have a question?
Invite teammates to use this app Intercom's team is here to
Get the most out of this app by telling your teammates about it. help
@ Installed by Jane Smith
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How to use Instagram
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What this app does
Route private messages from Instagram to your Intercom inbox — keep all of your customer w
N . Privacy policy

communications in one place and respond faster.

o Automatically assign Instagram messages to the right team or teammate using Uninstall  }

assignment rules.

¢ Anyone who messages you will be added to Intercom as a lead or user.
What you'll need

¢ Admin access to your Instagram Business Account.

¢ Your Instagram Business Account must be connected to a Facebook Page. Learn more.

e At least "Moderate" level access on that Facebook Page.


Settings (automation)

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Automation @ Settings
I:? Workflows 3
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a This is how Fin Al Agent and Workflows will appear to customers
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If a customer hasn't replied in 3 minutes, the conversation will be automatically closed. Further replies will re-open the conversation.
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Automation @ Settings
I:? Workflows 3
Basics @ Choose an identity for your bots >
a This is how Fin Al Agent and Workflows will appear to customers
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Keep your conversations in a separate inbox while Fin Al Agent and Workflows are active at the start of a conversation
f\; Auto-close abandoned workflow conversations v
If a customer hasn't replied in 3 minutes, the conversation will be automatically closed. Further replies will re-open the conversation.
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Automation @ Settings
I:? Workflows 2
BEchss @ Choose an identity for your bots >
a This is how Fin Al Agent and Workflows will appear to customers
Settings
1 .
Turn on the bot inbox >
Keep your conversations in a separate inbox while Fin Al Agent and Workflows are active at the start of a conversation
f\; Auto-close abandoned workflow conversations >
If a customer hasn't replied in 3 minutes, the conversation will be automatically closed. Further replies will re-open the conversation.
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Security

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Settin gs Set up identity verification on all platforms to prevent third parties from impersonating logged-in users. Set up identity verification.
I:? Q. Search 2K @ Compliance Documents for JDM M Learn more about Security
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7 Document Description
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> SOC 2 Report SOC 2, Type Il audit report covering controls specific to security, availability and confidentiality.
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Phone m Certificate of compliance for the ISO/IEC 27001:2022 international standard on information security management, additional
1SO 27001, ISO 27701 and ISO 27018 . . . . . N
St Certificate control set of ISO/IEC 27701:2019 on privacy information management and the implementation guidance and control set
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INSTALLATION
HIPAA Attestation Report HIPAA attestation report covering both the HIPAA Security Rule and HITECH Breach Notification rule.
SECURITY @ v
Security settings HDS Certification (English) Certification of compliance with the HDS (Hébergeur de Données de Santé) Referential Version 1.1 (English version)
Compliance documents HDS Certification (French) Certification of compliance with the HDS (Hébergeur de Données de Santé) Referential Version 1.1 (French version)
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. . Summary of detailed penetration tests performed on Intercom's application and infrastructure by third-party securit
Enforce identity on web Penetration Test Summary Y p P PP y party y
experts.
4 Enforce identity on iOS
f . f Security and privacy self-assessments based off of the Cloud Controls Matrix and the CSA Code of Conduct for GDPR
u Enforce identity on Android Cloud Security Alliance Assessment v privacy
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M APPS & INTEGRATIONS >
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Settings _
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(] GENERAL v
General settings Name of your workspace
9 JDM
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Defaults to the location of the teammate who set up this workspace. Changing it will affect time-dependent features across Intercom.
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M How does the companies feature work?
JDM DATA >
HELP DESK > Test workspace
[J Enable a test workspace for JDM
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B How to set up a test workspace
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Settings _
I:? Q Search ® K O Identity verification for iOS for JDM M8 Learn more about iOS identity verification
(] GENERAL >
1 JDM DATA > Setup
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Require secure authentication methods like 2FA or SSO for your workspace and set a security contact
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®  Q search % K @ Attachments & Links for JDM
o GENERAL >
q DMDATA > Choose how to send files in emails ([[ET) .
For outbound emails and replying to inbound conversations choose to host and link files or attach them directly.
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EMAIL > Files are hosted by Intercom and linked (default)
There's no file size limit. Recipients can click a link to view the attachments.
Phone m ® . A p N . ° FROM <team@examply.com>
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INSTALLATION O There's a 20MB limit per email. This is useful if your recipients can't access Attached are the documents you were after.
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SECURITY @ v Jack,
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Help desk

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Settin gs Set up identity verification on all platforms to prevent third parties from impersonating logged-in users. Set up identity verification.
I:? Q. Search 2K O Your assignment preferences for JDM
o GENERAL >
v (BOOEER N Self-assign by replying @
When | reply to a conversation that is unassigned or assigned to a team
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Settings _
®  Q search % K @ General settings for JDM
(] GENERAL v
General settings Name of your workspace
9 JDM
Teammates
Teams & roles Time zone
(GMT-07:00) America/Los_Angeles v
Teammate activity logs
Defaults to the location of the teammate who set up this workspace. Changing it will affect time-dependent features across Intercom.
Office hours
Blocked people Companies @
Help Desk Al Enable company related features throughout Intercom (company profiles, company lists, etc.)
M How does the companies feature work?
JDM DATA >
HELP DESK > Test workspace
[J Enable a test workspace for JDM
EMAIL >
B How to set up a test workspace
Phone m
4 Switch
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INSTALLATION
[1]
" SECURITY @ > Extreme measures
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APPS & INTEGRATIONS > ® Delete this workspace
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Settin gs Set up identity verification on all platforms to prevent third parties from impersonating logged-in users. Set up identity verification.
D@ Q_ Search ® K O Workload management M8 Learn about Workload Management
o GENERAL > & Default assignee
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®  Q search % K @ Teammate presence for JDM
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Teammate presence allows you to see if another teammate is looking at a conversation

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Hiding tickets space

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< Messenger Mobile SDKs M Learn v
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