Set up customer support system

Keep customers happy from day one. No duct-taping three dashboards together.

Categories: support, customer service, helpdesk, tickets, chat, intercom, feedback, complaints, crm, live chat

Tools that power the Set up customer support system stack

Setup guide

  1. Intercom: Create an Intercom workspace and install the Messenger on your site by adding their JavaScript snippet. Customize the Messenger appearance to match your brand colors. Set up business hours and an away message for when your team is offline. (open)
  2. Notion: Create a Help Center database in Notion with categories like Getting Started, Billing, and Troubleshooting. Write help articles for your most common questions. Use Notion public page feature to publish your knowledge base, then link to it from your Intercom Messenger home screen. (open)
  3. Zapier: Create a Zap that triggers when a new Intercom conversation is created. Add actions to log the conversation in a support tracking spreadsheet, notify your team in Slack, and create a follow-up task if the conversation includes certain keywords like urgent or bug. (open)