> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unleashx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Intercom

> Let your UnleashX agent manage contacts, conversations, companies, and notes in Intercom.

# Intercom

> **In one line:** Connect Intercom so your UnleashX agent can look up contacts, read and reply to conversations, manage companies, and add notes and tags — all in plain language.

|                    |                                                                                                                      |
| ------------------ | -------------------------------------------------------------------------------------------------------------------- |
| **Category**       | CRM & Marketing                                                                                                      |
| **Authentication** | OAuth (Intercom)                                                                                                     |
| **Setup time**     | \~3 minutes                                                                                                          |
| **Difficulty**     | Easy                                                                                                                 |
| **Best for**       | Support and customer teams that want an AI agent to triage conversations, update contacts, and log notes in Intercom |

## 1. Overview

Intercom is a customer communications platform for support, engagement, and marketing. It holds your contacts (leads and users), the companies they belong to, and the conversations your team has with them across chat, email, and the Messenger.

Once connected to UnleashX, your agent can find and update contacts, read conversations, reply or leave internal notes, manage companies, apply tags, and search across your workspace. It works against your live Intercom workspace using your own Intercom sign-in, so it respects your permissions.

Connecting Intercom to UnleashX means your inbox and customer records update themselves as you talk. Instead of opening Intercom to reply to a conversation or update a contact, you tell your agent and it does it.

## 2. What you'll need

* An Intercom account with access to the workspace you want to connect.
* A seat/role with permission to view and manage contacts and conversations.
* An UnleashX account with access to **Data Connectors**.

<Note>
  No API key to paste. Intercom uses OAuth — you click **Authorize** and sign in with Intercom.
</Note>

<Warning>
  Intercom enforces your **workspace role and permissions**. If your seat can't manage conversations or contacts, the agent can't either.
</Warning>

## 3. Get your credentials

There's no key to copy. Authentication runs through Intercom's secure OAuth sign-in.

<Steps>
  <Step title="Start the connection in UnleashX">
    Connecting Intercom (Section 4) opens an Intercom **Authorize** window.
  </Step>

  <Step title="Sign in with Intercom">
    Sign in with your Intercom account at `https://app.intercom.com`. Complete two-factor authentication if prompted.
  </Step>

  <Step title="Choose your workspace">
    If you belong to more than one workspace, pick the one you want the agent to work with.
  </Step>

  <Step title="Review and authorize">
    Intercom shows the access UnleashX is requesting. Click **Authorize / Connect**.
  </Step>

  <Step title="Return to UnleashX">
    Intercom redirects you back automatically and the connector links to your workspace. Behind the scenes UnleashX calls Intercom with a `Bearer` token — you never handle the token yourself.
  </Step>
</Steps>

**Permissions UnleashX requests:**

| Access                   | Why UnleashX needs it                                |
| ------------------------ | ---------------------------------------------------- |
| Read/write contacts      | Find, create, and update contacts (leads and users). |
| Read/write conversations | Read conversations, reply, and add internal notes.   |
| Read/write companies     | List and manage companies and their contacts.        |
| Manage tags              | Apply and remove tags on contacts and conversations. |
| Read admins              | Resolve teammates for assignment.                    |

<Note>
  Intercom shows exactly what UnleashX is asking for on the authorize screen. Intercom — not UnleashX — enforces these limits.
</Note>

## 4. Connect on UnleashX

<Steps>
  <Step title="Open your agent">
    Go to [https://www.tryunleashx.com](https://www.tryunleashx.com) and open the agent you want to connect.
  </Step>

  <Step title="Open Data Connectors">
    Inside the agent, go to **Data Connectors**.
  </Step>

  <Step title="Find Intercom">
    Locate **Intercom** and click **Connect** (or **Add** / **Configure**).
  </Step>

  <Step title="Authorize with Intercom">
    Click **Authorize**, sign in with Intercom, pick your workspace, and confirm.
  </Step>

  <Step title="Confirm success">
    You return to UnleashX and the Intercom connector shows a **Connected** badge.
  </Step>
</Steps>

### Use Intercom in a Workflow

Once connected, you can add **Intercom** to any automation from the **Workflows** builder. Its triggers and tools appear in the Apps panel, marked with an **MCP** badge.

<Steps>
  <Step title="Add a trigger node">
    Open **Workflows → New Workflow**. On the canvas, click **+ Add Trigger**. In the **Paths** panel, open the **Apps** tab and select **Intercom** — its **Triggers** are listed underneath. Use the search box if you have many connectors.
  </Step>

  <Step title="Add an action node">
    Click the **+** below any node to add a step, then pick **Intercom** again — this time the panel lists its **Actions**.
  </Step>

  <Step title="Configure the step">
    Fill in the fields for the trigger or action you picked. Required fields are marked with a red asterisk (\*).
  </Step>

  <Step title="Add or select your account">
    Under **Selected account**, choose an already-connected account, or click **Add Account** to connect one now.
  </Step>

  <Step title="Save and test">
    Click **Save**. Use **Test** to verify the step, then toggle **Publish** when the workflow is ready.
  </Step>
</Steps>

<Note>
  The steps are the same for every connector. For the full workflow builder guide, see [Using MCP in Workflows](/mcp/workflows).
</Note>

## 5. Available tools

| Tool                    | What it does                                       | Changes data? |
| ----------------------- | -------------------------------------------------- | ------------- |
| List Contacts           | Lists contacts (leads and users).                  | No            |
| Get Contact             | Retrieves a single contact by ID.                  | No            |
| Create Contact          | Creates a new contact (lead or user).              | ✏️ Yes        |
| Update Contact          | Updates a contact.                                 | ✏️ Yes        |
| Delete Contact          | Deletes a contact.                                 | ⚠️ Yes        |
| List Conversations      | Lists conversations.                               | No            |
| List Companies          | Lists companies.                                   | No            |
| Reply To Conversation   | Sends a reply in a conversation.                   | ✏️ Yes        |
| Upsert Contact          | Creates or updates a contact by email/external ID. | ✏️ Yes        |
| Send Message To Contact | Sends an outbound message to a contact.            | ✏️ Yes        |
| Send Incoming Message   | Creates an inbound message as if from a user.      | ✏️ Yes        |
| Create Note             | Adds an internal note to a contact.                | ✏️ Yes        |
| Add Tag To Contact      | Applies a tag to a contact.                        | ✏️ Yes        |

### Available triggers

| Trigger                      | Fires when                             |
| ---------------------------- | -------------------------------------- |
| On New Contact               | A new contact is created.              |
| On Tag Added To User         | A tag is added to a user.              |
| On Tag Added To Lead         | A tag is added to a lead.              |
| On Tag Added To Conversation | A tag is added to a conversation.      |
| On New Users                 | A new user is created.                 |
| On New Leads                 | A new lead is created.                 |
| On New Companies             | A new company is created.              |
| On New Conversation          | A new conversation starts.             |
| On New Closed Conversation   | A conversation is closed.              |
| On New Unsubscriptions       | A contact unsubscribes.                |
| On New Tickets               | A new ticket is created.               |
| On Reply Received            | A reply is received on a conversation. |
| On New Reply From Admin      | A teammate (admin) replies.            |
| On New Conversation Rating   | A conversation is rated.               |
| On Lead Added Email          | An email is added to a lead.           |
| On New Topic                 | A new topic is created.                |
| On New Event                 | A new event is tracked.                |

## 6. Example usage

**"Add [jordan@acme.com](mailto:jordan@acme.com) as a contact and leave an internal note that they came from the webinar."**
→ Runs Upsert Contact to create/update the contact, then Create Note to add the internal note.

**"Reply to conversation 12345 letting them know the fix is live, and tag it 'resolved'."**
→ Runs Reply To Conversation with the message, then Add Tag To Contact / tags the conversation.

## 7. Permissions & data access

**UnleashX can:**

* List and read contacts, conversations, and companies.
* Create, update, and upsert contacts, and add notes and tags.
* Reply to conversations and send inbound/outbound messages to contacts.
* React to workspace events (new contacts, conversations, tags, tickets, ratings, and more) via triggers.
* Delete contacts where your role allows (marked ⚠️).

**UnleashX cannot:**

* Do anything your Intercom role doesn't permit.
* Access a workspace you didn't connect.
* Change Intercom billing or workspace admin settings.

**To disconnect:** In UnleashX, open **Data Connectors → Intercom → Disconnect**. You can also revoke the authorization in Intercom under **Settings → Authorized apps**. Disconnecting revokes access immediately.

## 8. Troubleshooting

| Problem                   | What it means                                          | How to fix it                                                |
| ------------------------- | ------------------------------------------------------ | ------------------------------------------------------------ |
| **401 Unauthorized**      | The Intercom token expired or was revoked.             | Reconnect Intercom in **Data Connectors** and sign in again. |
| **403 Forbidden**         | Your seat lacks permission for that action.            | Ask a workspace admin to adjust your role, then retry.       |
| **404 Not found**         | The contact/conversation ID is wrong or was deleted.   | Have the agent search to find the correct record.            |
| **429 Too Many Requests** | You hit Intercom's rate limit.                         | Wait and retry; space out bulk operations.                   |
| **Wrong workspace**       | The agent is acting on a different Intercom workspace. | Reconnect and select the correct workspace.                  |

For general MCP issues, see [/mcp/integrations](/mcp/integrations).

## 9. Frequently asked questions

**Is my Intercom data stored by UnleashX?**
No. UnleashX reads and writes live through the Intercom API per request; it doesn't keep a copy of your contacts or conversations.

**Does the agent reply as me?**
Replies and notes are posted through your connected Intercom identity, subject to your role.

**Can the agent delete contacts?**
Yes — tools marked ⚠️ make permanent changes and only work if your role allows it. Use them deliberately.

**Can multiple teammates connect Intercom?**
Yes. Each teammate authorizes their own Intercom account and acts with their own permissions.

## 10. References

* Intercom API reference: [https://developers.intercom.com/docs/references/rest-api/](https://developers.intercom.com/docs/references/rest-api/)
* Intercom OAuth: [https://developers.intercom.com/docs/build-an-integration/learn-more/authentication/setting-up-oauth/](https://developers.intercom.com/docs/build-an-integration/learn-more/authentication/setting-up-oauth/)
* Rate limiting: [https://developers.intercom.com/docs/references/rest-api/errors/rate-limiting/](https://developers.intercom.com/docs/references/rest-api/errors/rate-limiting/)