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Intercom Conversation Stats

Aggregates intercom conversation tags on a weekly basis, and presents the data in a Google Sheets document.

Documentation for Gems Used

Setup

Heroku

  • Create a new spreadsheet in Google Drive.

  • Create an OAuth 2.0 service account in the Google APIs Credentials Manager

  • Clone the repository.

  • Follow the Heroku docs to deploy the application to Heroku.

  • Add the following services:

    heroku addons:create rediscloud:30
heroku addons:create heroku-postgresql:hobby-dev
heroku addons:create scheduler:standard

  • Migrate the database.

  • In the heroku scheduler, add a daily task to run bundle exec rake scheduler:sync_intercom_tag_data

  • Configure the following required environment variables:

    GOOGLE_CLIENT_EMAIL
GOOGLE_PRIVATE_KEY
GOOGLE_SPREADSHEET_KEY
INTERCOM_KEY
INTERCOM_SECRET

  • Add a webhook via your Intercom settings with the topic "New Message from a User" and the webhook URL <yourheroku app>.herokuapp.com/conversations

  • Visit your new app at <your heroku app>.herokuapp.com - if it all went well, you should see no error messages.

Customization

This app is written in Ruby on Rails.

Data Gathered

To aggregate data other than tags, add a new method to app/helpers/intercom_helper.rb. Make sure it is a class method by naming it self.method_name and make sure you replace the call to find_tags in app/jobs/sync_intercom_tag_data.rb.

Sheet Update Frequency

By default, your Google Sheets document will be updated every week on Monday. To change how often or which day your Sheet is updated, edit lib/tasks/scheduler.rake. Note that you may also have to edit app/jobs/sync_intercom_tag_data.rb if you make your Sheet update more often than weekly, because the columns display "Week of " for each update by default.

Sheet Layout

The layout of the Google Sheets document can be customized by editing app/jobs/sync_intercom_tag_data.rb. This Sidekiq job uses the google-drive-ruby gem to edit the Sheets document. Read here for the full documentation for the relevant part of that gem. NOTE: If you have formulas or color-coding in ANY of your cells, DO NOT use the delete_rows or insert_rows methods. These will delete any formulas and mess up cell colors for your entire Sheet! Color-coding of cells is not supported by this gem, so an alternate way to automatically color code your data in Sheets is via conditional formatting.