Intercom integration: user guide
Learn how to set up and use Chameleon's Intercom integration
Tiago Mota avatar
Written by Tiago Mota
Updated over a week ago

With Chameleon's Intercom integration, you can coordinate Experiences with Intercom messaging and data; and make your help resources available in your app when users need them most.

The Intercom integration includes three components:

  • Data Destination -- send Chameleon data to Intercom

  • Triggering the Intercom Messenger from a Chameleon Experience

  • Opening the Intercom Help Center from a Chameleon Experience

Availability & Usage

πŸ” Available for all plans

πŸ“ Ready to use in Tours Tooltips Microsurveys Launchers*

βš™οΈ Enable from the Dashboard

Quick access

It takes a single click to send Chameleon data to Intercom, using this integration. All you need to do is to enable the Send Chameleon data to Intercom toggle in Intercom's integration page in your Dashboard.

This will automatically begin sending data to your Intercom account. This works by using the existing Intercom code on your website, so data will only be sent on pages where the Intercom script is present and working.

The data that's sent includes the following events:

  • Chameleon Started Tour / Microsurvey

  • Chameleon Completed Tour / Microsurvey

  • Chameleon Step Seen -- by request, to avoid flooding you with events.

  • Previewed Tour (Chameleon) -- for admins only

Event properties sent as part of these events include the Experience name, URL, and others where relevant (e.g. Step number).

For full details of all Chameleon data sent to Intercom, use our schema Google Sheet:

πŸ’‘ Having this data in Intercom can be helpful, for example, to assess whether a particular user saw a specific Chameleon Experience before sending you a message.

Leverage Chameleon to seamlessly connect with your users by triggering the Intercom Messenger as they engage with your Experiences

This can be helpful for:

  • Getting feedback on certain features

  • Asking users where they got stuck or confused

  • Starting sales or upsell conversations

Using this option, Chameleon will refer to the Intercom instance that's installed on the current page. You can also pre-populate a message so that your user only needs to send it. πŸ˜‰

To use this, first go to the Dashboard to confirm Intercom is installed in your product.

Next, you'll leverage the button additional Actions when building out your Experience. After selecting Intercom, choose the Open Chat option and each time a user clicks your button, your Intercom chat will pop up to provide help.

To open the Intercom Messenger from a Launcher item, you'll need to manually communicate with the Intercom Messenger API.

For this, you'll need to use a Script Item and write the API call in the field. For example, in case you want to open the Intercom Messenger with a blank message, all you'll have to do is to type the following code in your Launcher Item.


πŸ‘‰ Read this article to learn more about the actions you can launch using code scripts in Chameleon.

To connect your users with your product resources, you can also configure additional Actions to bring up your well-written Help documentation in your app.

This can be very useful to:

  • teach users about new features as they discover them

  • provide more context when users need help

  • prompt users to learn more about key features

To use this option, you'll first need to link your Help Center in the Chameleon Dashboard. Go to the Intercom Integrations page, and paste in your Center's URL in the last field.

Now, go on and build your Experience as usual, and use the buttons' additional Actions to configure this. After selecting Intercom, choose the Open Help Center option to connect users to your documentation, in a new tab.

πŸ’‘ Open your knowledge base and let users explore, or choose to show specific pages in it. Your choice.

You can choose to either:

  • launch a specific query in your Help Center - enter a keyword that will return relevant articles;

  • or launch a specific article or section - enter the link of a Help doc or section in your Help Center.

Once you set this, every button click will also open your help resources in a new tab.

πŸ’‘ Use this integration to instantly communicate the benefits of your improvements, but also address blockages and provide education for more complex features when it's most relevant for users to learn.

πŸ‘€ We're working to bring additional Actions to Launchers soon.

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