We offer phonesupport and when a customer is calling in i would love to have the same view in order to use for example quicklinks and see the lead/user in the same way as i do when they are chatting or emailing with us.
How is this possible?
Best answer by Eric Fitz
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Hey @david p13, I want to make sure I understand your question correctly. Are you hoping to set things up in such a way that, when your team gets a phone call, they can click on a link to bring up that customer's user profile in Intercom?
First one here is what i get when i search for a person and klick on them,
Second look is the inbox one, this IS the one im looking to get, when a customer calls us.
So i want to be able to open a User/lead in this view.
The second view is tied to a specific conversation, not a user/lead. You wouldn't be able to open this view unless you were opening a particular conversation.
Can I ask for a bit more information about your use case? What information is missing from the user view that you need from the conversation view?
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