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Message Layouts

Control exactly what appears in your Slack messages – properties, status indicators, action buttons, and more

Written by Tarek Khalil
Updated over a month ago

What Are Message Layouts?

Every time BackReply posts a conversation to Slack, the message includes information about the customer, the conversation status, and action buttons. Message Layouts let you control which of those elements appear.

You might want a detailed layout for your VIP channel that shows SLA status, tags, and company data – but a minimal layout for a high-volume channel where only the message body and a reply hint matter.

Each workspace can have up to 10 layouts. One is always marked as the default.


What You Can Configure

A layout controls three categories of content:

Provider Properties

These are data fields pulled from Intercom and displayed as a context line above the conversation status. You can show up to 10 properties per layout, drawn from three sources:

Source

Examples

Contact

Email, phone, location, last seen

Company

Company name, plan, industry, MRR

Conversation

Channel, source, created at

The default layout shows Contact email and Company name. You can add, remove, or reorder properties to fit your workflow.

Properties are fetched dynamically from your Intercom workspace, so custom data attributes you've created in Intercom appear automatically.

Status & Metadata

Toggle indicators that give your team context at a glance:

Toggle

What it shows

Conversation header

Header with the customer's name

Conversation status

Open, Closed, or Snoozed

Wait time

How long the customer has been waiting

Priority

High priority indicator

Assignment

Who the conversation is assigned to

Tags

Conversation tags from Intercom

SLA status

SLA countdown or breach warning

Source & timestamp

Where the conversation came from and when

All are enabled by default except SLA status.

Hints

Helpful text for your team:

Toggle

What it shows

Reply hint

"Reply in this thread to respond" prompt

Onboarding tip

Tip explaining how BackReply works

Both are enabled by default. Turn off the onboarding tip once your team is familiar with BackReply.

Action Buttons

Buttons that appear at the bottom of each message:

Toggle

Button

Assign to Me

Claim the conversation

View in Intercom

Open in Intercom

Add Note

Post an internal note

View Details

See customer and conversation details

Close / Open

Close or reopen the conversation

All are enabled by default.


The Default Layout

Every workspace has one default layout that cannot be deleted. It's created automatically the first time you visit the Message Layouts page.

The default layout ships with sensible settings: contact email, company name, all status indicators on (except SLA), all hints on, and all action buttons on. This matches how BackReply messages looked before Message Layouts existed – so nothing changes unless you want it to.

Key rules:

  • You can edit the default layout

  • You cannot delete the default layout

  • Notification rules without an explicit layout use the default

  • There is always exactly one default per workspace


Creating a Layout

  1. Go to Connections > [Your Connection] > Message Layouts

  2. Click New Layout

  3. Give it a name (e.g., "VIP Detailed" or "Minimal")

  4. Configure the sections below

  5. Click Save

Adding Provider Properties

  1. Select a source tab: Contact, Company, or Conversation

  2. Search or browse the available properties

  3. Click a property to add it

  4. Repeat for up to 10 properties

Properties come from your Intercom workspace's data attributes. If you've recently added a custom attribute in Intercom and don't see it, click the refresh button to reload the list.

Toggling Elements

Check or uncheck any toggle to show or hide that element. Changes appear instantly in the live preview.

Live Preview

The right side of the form shows a real-time preview of how your Slack message will look. As you add properties, enable toggles, or turn off action buttons, the preview updates immediately.

Use this to experiment before saving. The preview shows sample data so you can see exactly what your team will experience.


Editing a Layout

  1. Go to Connections > [Your Connection] > Message Layouts

  2. Click Edit on the layout you want to change

  3. Make your changes

  4. Click Save

Changes apply to all notification rules using that layout. The next time a conversation posts or updates, it uses the new configuration.


Assigning Layouts to Notification Rules

Each notification rule can use a specific layout. This lets different channels show different information.

  1. Go to Connections > [Your Connection] > Notification Rules

  2. Create or edit a rule

  3. In the Message Layout dropdown, select the layout to use

  4. Save the rule

If you don't select a layout, the rule uses the default.

Example setup:

Rule

Channel

Layout

Why

VIP customers

#support-vip

"VIP Detailed"

Show SLA status, tags, and full company data

General support

#support-general

Default

Standard information

Bot conversations

#support-bot

"Minimal"

Just the message body and reply hint


Common Scenarios

Minimal layout for high-volume channels

Create a layout with:

  • No provider properties

  • Only Conversation header and Conversation status enabled

  • Reply hint on, Onboarding tip off

  • Only Assign to Me and Close / Open buttons

This keeps messages compact when your team processes dozens of conversations per hour.

Detailed layout for VIP support

Create a layout with:

  • Contact email, company name, plan, and MRR

  • All status toggles enabled, including SLA status

  • All action buttons enabled

This gives your VIP team full context without opening Intercom.

Engineering escalation channel

Create a layout with:

  • Contact email and company name

  • Conversation status, Priority, and Tags enabled

  • Assignment enabled so engineers know who's handling it

  • View in Intercom and Add Note buttons only

Engineers don't need every button – just enough to investigate and leave notes.

Removing the onboarding tip

Once your team knows how BackReply works, edit any layout and uncheck Onboarding tip. The tip disappears from all messages using that layout.


Limits

Limit

Value

Layouts per workspace

10

Properties per layout

10

Layout name length

100 characters


Troubleshooting

Properties aren't loading in the form

BackReply fetches available properties from the Intercom Data Attributes API. If they don't load:

  • Click the refresh button to retry

  • Check that your Intercom connection is active

  • If only some sources fail (e.g., Company loads but Contact doesn't), a warning banner appears – you can still work with the sources that loaded

Changes aren't showing in Slack

  • Layout changes apply on the next message – existing messages aren't retroactively updated

  • Verify the notification rule is using the layout you edited

  • Check that the rule is active and routing to the expected channel

Can't delete a layout

  • You cannot delete the default layout. Edit it instead, or create a new layout and assign your rules to it.

  • If the delete button doesn't respond, refresh the page and try again.

Missing custom Intercom attributes

  • Attributes sync from Intercom with a 24-hour cache

  • Click the refresh button in the property picker to force a reload

  • Archived attributes in Intercom are excluded automatically


Tips

Start with the default. It works well for most teams out of the box. Only create custom layouts when you have a clear reason.

Match layout to audience. VIP channels benefit from more detail. High-volume channels benefit from less noise.

Use the live preview. It shows exactly what your team will see. Experiment freely before saving.

Turn off the onboarding tip early. Once your team is comfortable, disabling it keeps messages cleaner.

Name layouts clearly. "VIP Detailed" and "Minimal" are better than "Layout 2" and "New Layout."


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