Shareable checklist across Messenger, tours, and email
Let the same onboarding checklist follow the user across in-product tasks, tours, tooltips, series, and email links so the setup path survives context switches.
Why this can grow a startup
Users do not stay in one surface while learning a product. They open email, leave the app, come back on another page, and ignore the first prompt if the timing is bad. A checklist that survives those context switches keeps the learning path intact. The result is less drop-off between intent and completion, especially for multi-step activation.
Company example
Intercom delivers checklists in a dedicated Tasks space and also lets teams share them through Product Tours, Tooltips, Series, and shareable links outside the product.
Source and metric
Source: Intercom Help: Checklists FAQs
Intercom supports checklist delivery in Messenger Tasks, Messenger Home, Tours, Tooltips, Series, and shareable links.
Source discovered: May 29, 2026
When to use it
Use this when Onboarding, Lifecycle, Email is relevant to activation, lifecycle, multi-channel onboarding and you can run a bounded test with a medium budget.
When not to use it
Do not use it as a substitute for customer evidence, a clear owner, or a measurable stop condition. Local platform rules and market behavior still need checking.
Founder checklist
- Read Intercom Help: Checklists FAQs and identify what is directly supported.
- Choose one channel context: Onboarding, Lifecycle, Email.
- Define the test around Intercom supports checklist delivery in Messenger Tasks, Messenger Home, Tours, Tooltips, Series, and shareable links..
- Set an owner, evidence window, and stop condition before launch.
Explore the context
Apply this with an operator
Connect activation, customer value, retention, and referral into one measurable loop.