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Troubleshoot Intercom messenger setup

Learn how to help customers configure the Intercom messenger widget, troubleshoot display issues, and customize appearance and behavior settings.

💸 Free⏱️ 20 min saved756 runs

Who is this for?

This guide is for Support Engineers helping customers install or debug the Intercom widget.

Step-by-Step Guide

Key Terms Defined (Dictionary)

User TypeDefinitionHow they appear in Intercom
VisitorAn unidentified person on your site."Lead" (until they share an email).
UserA logged-in person with a unique user_id or email."User" with profile data.
LeadA visitor who started a conversation but isn't logged in."Lead" with email.

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Intercom sitting right next to you.

What happens when you click "Start with Trinity"

  • 1
    Connect your microphone
    Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
  • 2
    Share your screen
    Share the screen you are working on so Trinity can see what you're doing and provide guidance.