Octopods

Tarek Khalil

Use Reach to detect contacts, send messages, manage contacts, and browse templates.

Browser Extension (Reach)

Reach is the Octopods browser extension that lets you send WhatsApp and SMS messages to your contacts without leaving Intercom.

What is Reach?

Install Reach from the Chrome Web Store, pin it to your toolbar, and open it as a side panel beside your Intercom tab.

Installing the Browser Extension

Sign in to Reach using your existing Intercom account — no separate Octopods password needed for the extension.

Signing In to Reach

Reach can keep multiple Intercom workspaces signed in, and switches to the right one as you move between Intercom tabs.

Managing Multiple Workspaces

Install, sign in to, and manage workspaces in Reach.

Getting Started with Reach

The Reach home screen gathers identity, channels, synced conversations, recent messages, and shortcuts into one compact view.

Understanding the Home Screen

Reach reads the CRM page you're on and loads the matching contact automatically, so you never have to search for someone already on screen.

Automatic Contact Detection

Understand Reach home screen behavior and automatic contact detection.

Home Screen and Contact Detection

Send a pre-approved WhatsApp template from Reach in four steps: browse templates, fill in variables and media, review the preview, and send.

Sending a WhatsApp Message

Compose a free-text SMS from Reach with a live character counter and Unicode-aware segment tracking.

Sending an SMS Message

After you send from Reach, the confirmation screen tracks delivery live and marks each status from queued through delivered or failed.

Tracking Message Delivery

Send WhatsApp and SMS messages and track delivery in Reach.

Sending Messages

Look up any contact in your Octopods workspace by name, phone number, email, or user ID — without leaving the Reach side panel.

Searching for Contacts

Open any contact's profile and message history from Reach — filter by channel, follow delivery timelines, and open individual messages.

Viewing Contact Details and Message History

Use the Reach merge wizard to combine two records into one — primary first, duplicate second, then compare side by side before confirming.

Merging Duplicate Contacts

Search contacts, view contact history, and merge duplicates in Reach.

Contact Management

Open the Reach template library to search, filter by category, and inspect any approved WhatsApp template before you use it in a send.

Browsing WhatsApp Templates

Templates and Channels

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