Sleekplan for Intercom allows you to create new and send existing posts to your users in all conversations. You can also embed your feedback board, roadmap and changelog directly on your messenger Home. Sleekplan uses the Intercom user information to automatically sign-on users on your board - fast and simple.
⛳ Install the Intercom integration
Navigate to Settings > Integrations > Intercom > Install
2. Authenticate your Sleekplan account with Intercom. Cick on Authorize Access.
3. Connect Intercom with your Sleekplan workspace
⛳ Setup your Messenger home
To add the Feedback Board, Roadmap, or Changelog to your Messenger Home, follow these steps :
Go to your Intercom Settings menu > Channels > Messenger
Navigate to the Web tab > Content
❗Make sure the Home section is added to the Spaces tab, if not, click on Add Spaces and add it. The Home section won't display in your Intercom Messenger for end users if you don't complete this step. ❗
3. Go to the Customize Home with Apps drop down menu, scroll down and click on Add an app
4. Choose Sleekplan
5. Select the Sleekplan sections that you want to display in your Messenger Home and click on Next Step
Optional : Add optional title and description texts for the buttons in the Messenger Home and click on Finish:
Repeat all steps above if you want to add Buttons for another audience (e.g. Users)
6. Visually verify the Messenger chat preview displayed and click on Save and Set Live for the changes to apply to the live version of your chat
💡Other features
👉Create Posts from Intercom Conversations
⚡When users give you feedback in a Messenger conversation, track it in Sleekplan by using the Sleekplan Messenger plugin.
From the conversation window, open the shortcuts menu or press Ctrl + K (Cmd + K) and search for Sleekplan.
2. In the Sleekplan plugin window, search for existing posts or click on Add New
3. Give the feedback post a title , description and Category and click on Submit Feedback
4. Back in your Sleekplan Admin dashboard, the recently created feedback post will be placed in the Feedback section and will contain the Intercom conversation id it came from :
👉 Let your customer know that their feedback has been tracked.
💡You can also send existing posts to your customers and give them the option to subscribe to status updates. Just repeat the steps above but search for existing posts instead of creating a new one.
👉 Use the sidebar feature
The integration comes with a Sleekplan sidebar app which you can find in the right hand panel of your Intercom Admin interface :
This sidebar feature allows you to do three main things :
1. Select a ticket from your Inbox and see the posts that the user has voted for
Note : Click on any of the posts and it will open it in your Sleekplan Admin dashboard.
2.Search for an existing post :
Once you find the post in the search results you can Vote on Behalf of the Intercom user or open the post in the Sleekplan Admin dashboard:
3.Create a New Post with the user as the post creator:
📝 You can add or remove the Sleekplan sidebar by pinning/unpinning it from the Edit Apps section :
