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How to overcome the difficulty of managing multi-channel customer inquiries in a unified way?

2025-08-28 1.4 K

Solutions for unified management of omni-channel consulting

Intercom's multi-channel integration capabilities enable:

  • Single Inbox Aggregation: WhatsApp/SMS/email/website chat unified display interface
  • customer identification: Automatically correlate the communication records of the same user across different channels
  • Cross-Channel Workflow: If website inquiries are not resolved → automatically send SMS to follow up

Implementation Path:

  1. Access to each platform API one by one in Channels settings
  2. Setting up customer identification rules (prioritizing the use of email/mobile number matching)
  3. Creation of automated "channel switching" process (call to live chat)

Caveats:

  • Set up response time commitments across channels in advance (e.g. WhatsApp within 2 hours)
  • Use the Content targeting feature in the Help Center to display guidelines based on the source channel.

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