Charles

Learn how to get started using Journeys to automate your WhatsApp marketing and service conversations.

Getting started with Journeys

Everything you need to know to build your first flow!

Navigate the flow canvas

On-Canvas Flow Analytics

Create a Carousel in Journeys

Connect your store & add dynamic tracking parameters to your CTA buttons. Use a dynamic CTA to share tracking URLs, track clicks, and more.

Dynamic CTA buttons

When customers contact you for the first time on WhatsApp, it’s crucial for you to use this opportunity to collect as much info as possible.

Storing customer responses

This is a glossary of the most used variables in your journeys and what they do.

Variables in Flows/Journeys

Learn how to store customers' data, set up Follow-Up Reminders and Mandatory Reply Buttons for reply buttons in your charles Journey messages to increase customer response rates and keep conversations…

Advanced Settings for Reply Buttons in Journey Message Nodes

Checking Country Code of phone number in Journeys

Email validation in Flows

Learn basics you need to know to build your first flows in Journeys

Learn about each node, how to use it and what’s possible.

Journey nodes glossary

Every flow starts with a trigger. Here we’ll outline how each one works.

Journeys > Triggers

The send message node is a templated message and can only be sent within the 24-hour message window.

Journeys > Send message

The Send update node lets you send an update template message.

Journeys > Send update

Add tags across the flow which you can used later on to segment your audiences for future flows and campaigns.

Journeys > Manage tags

The condition node is a powerful tool to segment the customers going through your flow based on specific criteria.

Journeys > Condition node

Add a time delay between messages to humanize the flow or reactivate customers after purchasing - days, weeks or even months later.

Journeys > Wait/delay Node

Easily connect your flow with external APIs.

Journeys > Outgoing webhook node

Trigger other message-trigger flows based on your customers actions.

Journeys > Trigger flow node

Keen to start experimenting with your flows? The Random split node lets you do just that.

Journeys > Random split

The Define Variable Node lets you create custom variable with incoming data payloads using Shopify's Liquid Template Language

Journeys > Define Variable Node

Learn how to update profiles with the update contact node in Journeys

Journeys > Update contact node

Discover what settings are available within your flows.

Flow settings

How journeys are built: Node glossary

Imprint

Privacy policy

Legal

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.