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README.md

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.

About

Aggregate Intercom conversation tags to see trends over time.

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