Intercom

In this guide, we’ll go through how to integrate your AI Agent into Intercom. Here’s an overview of what we’ll cover:

1. Preparing the Intercom Account for integration
2. Integrating Quickchat AI with Intercom
3. Adding the Quickchat AI Agent to Intercom

Prepare your Intercom Account

Create an Intercom User dedicated to your AI

To initiate the integration process, you’ll need to designate an Intercom user who will be serving as the persona for AI Agent. Our AI will be replying as this user to all conversations that are assigned to it.

To ensure a seamless experience, we recommend creating a separate user named ‘Quickchat AI’ to handle automatic replies. This approach provides flexibility of choosing when the AI Agent is active and lets your team take over the conversation by assigning it to a different team member. Here’s how to do that:

1. Create the Quickchat AI User: Log in to your Intercom account and create a new user with the name ‘Quickchat AI.’
2. Define Permissions/Access: Configure specific permissions and access rights for the ‘Quickchat AI’ user to ensure it functions correctly.

Once you’ve completed this setup, you’re ready to move on to the next step.

Caution

Ensure that you are logged in as dedicated User while proceeding with the next steps of integration.

Integrate Quickchat with Intercom

Navigation

Go to the External Apps tab, locate and click on the “Intercom” icon:

Authentication

Click the option to enable the Intercom integration and then click “Authenticate”. You will be redirected to Intercom’s authorization page. Click “Authorize” to grant the AI Agent access to your Intercom workspace.

Confirmation

Confirm the integration is successful by the status of it after clicking Intercom icon again.

If you see this message, you did it! Congratulations! Your integration is now live, and you can proceed to the next step to assign conversations in Intercom to your AI Agent.

Assign conversations in Intercom to Quickchat AI Agent

There are two steps to assiging Intercom conversations to your Quickchat AI Agent for handling.

Workload Management

Navigate to Settings tab then to Inbox settings and add the Quickchat AI Agent to the Workload Management.

Workflow Automation

Navigate to the Automation tab, and click on Create new workflow (“Customer starts a new message”).

Once you’re at workflow, we set up a workflow automation. We assign it to the Intercom user you’ve created for Quickchat Assistant.

That’s it! 🎉 Your integration is now complete!

Tip

As a final verification of your integration, send a message to your Intercom chat window. You should get a reply from your AI Agent and the conversation should appear in the Inbox in the Quickchat AI App.