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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.

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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.

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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.
No API key to paste. Intercom uses OAuth — you click Authorize and sign in with Intercom.
Intercom enforces your workspace role and permissions. If your seat can’t manage conversations or contacts, the agent can’t either.

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3. Get your credentials

There’s no key to copy. Authentication runs through Intercom’s secure OAuth sign-in.
1

Start the connection in UnleashX

Connecting Intercom (Section 4) opens an Intercom Authorize window.
2

Sign in with Intercom

Sign in with your Intercom account at https://app.intercom.com. Complete two-factor authentication if prompted.
3

Choose your workspace

If you belong to more than one workspace, pick the one you want the agent to work with.
4

Review and authorize

Intercom shows the access UnleashX is requesting. Click Authorize / Connect.
5

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.
Permissions UnleashX requests:
Intercom shows exactly what UnleashX is asking for on the authorize screen. Intercom — not UnleashX — enforces these limits.

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4. Connect on UnleashX

1

Open your agent

Go to https://www.tryunleashx.com and open the agent you want to connect.
2

Open Data Connectors

Inside the agent, go to Data Connectors.
3

Find Intercom

Locate Intercom and click Connect (or Add / Configure).
4

Authorize with Intercom

Click Authorize, sign in with Intercom, pick your workspace, and confirm.
5

Confirm success

You return to UnleashX and the Intercom connector shows a Connected badge.

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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.
1

Add a trigger or action node

Open Workflows → New Workflow. On the canvas, click + Add Trigger (or the + below any node) to add a step.Add a trigger on the workflow canvas
2

Pick Intercom from the Apps panel

In the Paths panel, open the Apps tab and select Intercom. Use the search box if you have many connectors.Choose your app from the Apps list
3

Choose a trigger or tool

Pick the trigger or action you want (for example, “new conversation”). Configure its fields — required fields are marked with a red asterisk (*).
4

Add or select your account

Under Selected account, choose an already-connected account, or click Add Account to connect one now.
5

Save and test

Fill in the remaining fields and click Save. Use Test to verify the step, then toggle Publish when the workflow is ready.
The steps are the same for every connector. For the full workflow builder guide, see Using MCP in Workflows.

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5. Available tools

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6. Example usage

“Find the contact jordan@acme.com and tell me their open conversations.” → Runs Search Contacts to find the contact, then List/Search Conversations for their open threads. “Reply to the latest conversation from Globex letting them know the fix is live, then close it.” → Runs Search Conversations to find it, Reply to Conversation with the message, then Close Conversation.

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7. Permissions & data access

UnleashX can:
  • Search, list, and read contacts, conversations, and companies.
  • Create and update contacts and companies.
  • Reply to conversations, add internal notes, assign, snooze, close, and tag.
  • 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.

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8. Troubleshooting

For general MCP issues, see /mcp/integrations.

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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.

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10. References