Sonar

Manage office account, targets, agents & teams

Office & Team Management

How to create a new office if you manage multiple offices

Create a new office

Edit office name

Edit office address

How to invite office members to your office account

Invite office members & guests

Learn how to resend invitation, update invite roles, and cancel an invitation before the user joins your office account

Manage office member invitations

Learn how to update member roles, attaching a CRM agent, and remove users from your Office account

Manage members in your office

Delete an office account

Learn how to switch offices if you manage multiple offices

Switching between offices

Guides to manage your office, including switching between offices

Office Management

Learn how to set targets for agents and teams

Create a target

Edit or remove target

Create a team (EBU)

Edit or delete a team (EBU)

Learn how to exclude agents and non-agents’ data from reporting

Exclude agents and non‑agents from reporting

Learn how to manage targets, agents and teams (EBU) in your Office account

Agents & teams

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.