Overview
The Intercom Connector automatically syncs your customer conversations and message threads from Intercom to cxconnect.ai.What Data is Synced
The connector will sync the following information from your Intercom account:- Conversations: Customer conversation details including participants, status, and metadata
- Messages: All individual messages and replies within each conversation
Prerequisites
Before you begin, make sure you have:- Administrator access to your Intercom workspace
- Ability to create or access apps in Intercom Developer Hub
Required Information
You’ll need to provide the following when setting up the connector:| Field | What is it? | Where to find it |
|---|---|---|
| Access Token | Secure key for API access | Generated in Step 1 below (save it immediately) |
Setup Instructions
Step 1: Create Access Token in Intercom
- Log in to your Intercom workspace as an administrator
- Go to Settings > Developers > Developer Hub
- Either click New app or select an existing app
- Navigate to the Authentication section
- Click Generate access token
- Give it a name:
cxconnect.ai Sync - Make sure it has read access to conversations
- Important: Copy the Access Token immediately - you won’t be able to see it again
Step 2: Verify Permissions
Make sure your access token has these permissions:- Read conversations
- Read conversation parts (messages)
Step 3: Connect in cxconnect.ai Admin Portal
- Log in to the cxconnect.ai Admin Portal
- Go to Sync Connectors > Add Connector
- Select Intercom
- Enter your Access Token from Step 1
- Click Test Connection to make sure everything is set up correctly
- Click Save & Activate to start syncing
Step 4: Monitor Your Sync
The Sync Engine is currently in development and not yet deployed. This documentation is provided in advance of the feature release.
- Initial sync may take some time depending on conversation volume
- Monitor progress in the Admin Portal dashboard
- Check sync logs for any issues
Troubleshooting
Connection Issues
Problem: Unable to connect or authenticate What to check:- Verify the access token is copied correctly (including all characters)
- Make sure the token hasn’t been revoked in Intercom
- Check that the app associated with the token is still active
- Ensure the token has read permissions for conversations
Missing Messages
Problem: Conversations sync but messages are incomplete What to check:- Verify the access token has read permissions for conversation parts
- Check that conversations have actual messages in Intercom
- Contact support if data consistently appears to be missing
Token Expired
Problem: Connection works initially but then fails What to check:- Check if the access token has been revoked in Intercom
- Verify the app is still active in Developer Hub
- Generate a new token if the old one was revoked
Need Help?
If you’re still experiencing issues:- Email Support: [email protected]
- Intercom Documentation: Intercom Developer Hub