Skip to main content

Intercom Chat Integration

Josh
  • Updated

Intercom is a messaging platform that can be embedded into your Finalsite Enrollment Parent Portal to enable live chat support. You must already have an Intercom account set up before connecting it in Finalsite Enrollment.

💡Quick Answers

  • How do I connect Intercom to Finalsite Enrollment? Find your Workspace ID in Intercom, then go to Settings > Portal > Intercom Integration in Finalsite Enrollment, paste the Workspace ID, check 'Intercom enabled', and click Save.
  • How do I verify the Intercom Messenger is working? Navigate to your Parent Portal (Username menu > Parent Portal) and look for the Intercom Messenger icon in the bottom right corner; clicking it should open the chat.
  • What should I do if the Messenger icon does not appear? Verify the Workspace ID is correct, and if you have identity verification enabled in Intercom, ensure it is also configured correctly in Finalsite Enrollment.
  • Is identity verification required? No, it is optional, but Intercom recommends it for added security when using the chat function.

How-To: Setup Intercom Integration in Finalsite Enrollment

Once your Intercom instance is set up, you can easily link it up in Finalsite Enrollment by following these steps:

  1. Find your Workspace ID in Intercom and copy it.
  2. In Finalsite Enrollment, navigate to 'Settings' - 'Portal' - 'Intercom Integration'.
  3. Input the copied Workspace ID into the 'Intercom Workspace ID' box on the page.
  4. Check the box for 'Intercom enabled'.
  5. Click 'Save' at the bottom of the page.

Note: Identity verification is an optional feature, particularly if the primary feature is using the chat function. However, it is recommended and easy to setup.  Learn more here.

 

How-To: Verify Intercom is Configured Correctly

To see the Intercom Messenger in action, go to your school's Parent Portal by clicking on your name in the top right of Finalsite Enrollment and selecting 'Parent Portal' from the list of options.

Once on the Parent Portal, you should see the icon for the Intercom Messenger in the bottom right corner. Clicking on it will expand the Messenger and allow you to start a new conversation or see past conversations. 

Learn more about how to customize the Intercom Messenger by clicking here.

 

How-To: Troubleshoot Issues

If the Messenger Icon does not appear in your Parent Portal, try the following steps to troubleshoot:

  • Verify that the Workspace ID is correct.
  • If you have the identity verification requirement enabled within the Intercom application, ensure that is configured properly within Finalsite Enrollment.

     

Related articles

Comments

0 comments

Article is closed for comments.