Log into your Intercom account.
Navigate to Settings -> App Store. Search for "Zoho Assist".
Click Install to complete the integration process.
Click Proceed to initiate the session.
After the session has ended, the session summary will be added to the conversation as an Admin note.
To initiate a session, Intercom Admins must be part of the Zoho Assist organization as an Admin or Technician, or any other custom role that has Remote Support and Integration permissions.
The Intercom Admin who installed the Zoho Assist application will have Super Admin privileges in their Zoho Assist organization.
Other Intercom Admins will be redirected to the Zoho sign-in/sign-up page when attempting to access the Zoho Assist app.
After signing in, Admins can initiate a remote session only if they are part of the Super Admin's Zoho Assist organization.
The Super Admin or Admins can add Intercom Admins to the Zoho Assist organization by logging into https://assist.zoho.com and navigating to Settings > Organization > Manage Technicians > Invite Technician.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.