Rep.ai
  • 5 Minute Quick Start
  • Controlling the Widget
  • Custom Visitor Identities
  • Listening to Events
  • Examples of Custom Behavior
  • Security and Spam Prevention
  • Virtual Backgrounds
  • How to Identify Contacts who Click Through Emails to Your Site from Email Sequencers
  • Troubleshooting
    • Browser Compatibility
    • Notifications
    • Content-Security-Policy (CSP)
    • Firewalls and VPNs
    • Support
    • Scheduler
  • Integrations
    • Acuity
    • Calendly
    • Chili Piper
    • Clearbit
    • Google Calendar
    • HubSpot
    • Intercom
    • Outreach
    • Salesforce
    • Shopify
    • Slack
    • Microsoft Teams
    • Zapier
    • Zendesk
    • Zoom
    • Outlook Calendar
    • Salesloft
    • Gong
  • API
    • Introduction
    • Authentication
    • Scrub Visitor Data
    • Nightly Data Dumps
  • API Resources
    • Organization
  • ⚠️Experimental
    • Performance
    • Overview
    • Zendesk App
  • Outbound (Dialer)
    • Getting Started with Rep.ai Outbound (Dialer)
    • How to Create and Manage Custom Columns (Properties) in Rep.ai Outbound (Dialer)
    • How to Mark a Number as "Do Not Call" in Rep.ai Outbound (Dialer)
    • FAQs
  • SPOTLIGHT
    • How to set high-intent page preferences for intent scoring
    • How to toggle auto-create companies based on visitor identification
    • CRM Fields for Rep.ai Influence (Contact)
    • CRM Fields for Rep.ai Influence (Account)
  • ANALYTICS
    • Metric definitions
Powered by GitBook
On this page
  • Installing the Intercom App
  • Widget Positioning and Visibility
  • Adding Rep.ai to the Intercom Conversation Details
  • Sending a Rep.ai Video Call Invitation
  • Adding Rep.ai to the Intercom Home Screen

Was this helpful?

  1. Integrations

Intercom

Start video calls and get easy access to the Rep.ai dashboard from Intercom

PreviousHubSpotNextOutreach

Last updated 5 months ago

Was this helpful?

Rep.ai integration with Intercom allows you to continue using Intercom as your initial point of contact with customers, but leverage Rep.ai's video call and screen viewing and takeover features as needed.

Installing the Intercom App

To add Rep.ai to your Intercom workspace, go to the in your Rep.ai settings, find the Intercom card, and click the toggle to enable it. You'll be redirected to Intercom to authorize the application. That's it!

Widget Positioning and Visibility

Rep.ai's widget works nicely with the Intercom widget and avoids occupying the same space. Rep.ai will position the widget in the opposite corner of Intercom to avoid overlap. If you only want users to interact with Rep.ai after having talked to someone via Intercom, you can hide the widget by default so that it will only show when a user has an active call.

Adding Rep.ai to the Intercom Conversation Details

To get a convenient link to the Rep.ai dashboard for your visitors so that you can quickly observe their screen and prompt a call, click the "Customize" button at the top right of the conversation page, click the "Show more" button, and select Rep.ai from the list.

Once it's added, you'll see a button to go to the dashboard whenever you're talking to a visitor who has connected to the Rep.ai widget.

Note that some visitors may not have this link if the widget could not connect the visitor to Rep.ai. This could happen due to conditional or delayed loading of the widget, ad blocking extensions preventing the script from loading, or a misconfiguration of the script.

Sending a Rep.ai Video Call Invitation

When you're at a point in a conversation where you'd like to start a video call with a visitor, click the Rep.ai icon at the bottom of the your Intercom chat text input, and send the embedded message. If the icon is missing, you may need to click the "Add an App" button and select Rep.ai from the list.

The visitor will then see the button on their end, and if they click it, it will start ringing the Rep.ai dashboard. You'll need to answer their call in the Rep.ai dashboard. Adding the Intercom Conversation Details sidebar widget will make it easier to get to the Rep.ai dashboard quickly.

Adding Rep.ai to the Intercom Home Screen

To add a button to the home screen of Intercom that prompts a Rep.ai call, go to the "Messenger" tab in your Intercom workspace and click "Add apps to your Messenger." When you click "Add an App", Rep.ai should be in the list of applications.

Integrations page