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After connecting Intercom, a Userplane sidebar app appears in your Intercom inbox. This app lets agents create recording links, view recordings, and associate them with conversations — all without leaving Intercom.
1

Open a conversation

Open a conversation in the Intercom inbox.
2

Open the sidebar app

Click the Userplane sidebar app.
3

Create the link

Click Create Link, select a project and domain from the dropdowns, then click Create.
4

Send to customer

Send the link to the customer in the conversation.

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Viewing recordings

When a customer completes a recording from a link created in an Intercom conversation:
  1. Open the conversation in the Intercom inbox.
  2. Click the Userplane sidebar app.
  3. Recordings associated with the conversation appear in the sidebar.
  4. Click a recording to view details or open it in Userplane for full playback.

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Conversation linking

Recordings created through the Intercom sidebar app are automatically linked to the Intercom conversation. This makes it easy to find the recording later from either Userplane or Intercom.

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Using Cmd+K instead

If you prefer keyboard shortcuts, you can also create recording links using the Intercom Cmd+K action menu. Press Cmd+K (or Ctrl+K on Windows), type Userplane, and follow the prompts. See Intercom Shortcuts for details.

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Requirements

  • The Intercom integration must be connected.
  • The agent must be a member of the Userplane workspace.
  • Domains must be verified to appear in the domain dropdown.