Intercom

Syncs customer conversations and contact data into your backend workflows, automates ticket routing based on user attributes, and updates company records from chat events.

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Why use Ceven?

  1. AI native Intercom integration

    • Describe the outcome and Ceven picks the right Intercom calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Intercom data, across all 133 of its actions.
  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Intercom access.
    • Per user and per environment credentials instead of shared keys.
  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Intercom, when, and on whose behalf.
    • The agent pauses and asks when Intercom is unclear instead of plowing ahead.
  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Intercom.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Intercom action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Intercom, and when to use it.

Create conversation
Use this to start a new chat thread with a user based on an external event or a scheduled follow up.
Reply to conversation
Send a message to a user within an existing thread. Use this for automated updates or AI drafted responses.
Assign conversation
Route a chat to a specific admin or team. Use this to move tickets from general support to technical specialists.
Close conversation
Mark a thread as resolved. Use this when a workflow confirms a problem is fixed via a system check.
Get contact
Pull the full profile of a user including their email, name, and custom attributes for personalization.
Add tag to contact
Apply a label to a user. Use this to segment users by plan level, interest, or support tier.
Remove tag from contact
Delete a label from a user record when a status changes, such as moving from trial to paid.
Create or update company
Add a new business entity or update details for an existing one. Use this to sync company data from a CRM.
Attach contact to company
Link a specific user to a company record to maintain B2B account hierarchies.
Create note
Add internal context to a contact. Use this to log call summaries or internal flags that users cannot see.
List conversations
Retrieve a list of active or closed chats with filters to find specific customer issues.
Get conversation
Pull the full message history and metadata for a single conversation ID.
Add subscription to a contact
You can add a specific subscription to a contact. in intercom, we have two different subscription types based on user consent - opt out and opt in: 1.attaching a contact to an opt out subscription type will opt that user out from receiving
Add tag to a contact
You can tag a specific contact. this will return a tag object for the tag that was added to the contact.
Attach a contact to a company
You can attach a company to a single contact.
Create a collection
You can create a new collection by making a post request to `https://api.intercom.io/help center/collections.`
Create an article
You can create a new article by making a post request to `https://api.intercom.io/articles`.
Create a note
You can add a note to a single contact.
Create or update a company
You can create or update a company. companies will be only visible in intercom when there is at least one associated user. companies are looked up via `company id` in a `post` request, if not found via `company id`, the new company will be
Delete a collection
You can delete a single collection by making a delete request to `https://api.intercom.io/collections/<id>`.
Delete a company
You can delete a single company.
Delete a contact
You can delete a single contact.
Delete an article
You can delete a single article by making a delete request to `https://api.intercom.io/articles/<id>`.
Detach a contact from a company
You can detach a company from a single contact.
Get a contact
You can fetch the details of a single contact.
Identify an admin
You can view the currently authorised admin along with the embedded app object (a "workspace" in legacy terminology). > ๐Ÿšง single sign on > > if you are building a custom "log in with intercom" flow for your site, and you call the `/me` endp
List all activity logs
You can get a log of activities by all admins in an app.
List all admins
You can fetch a list of admins for a given workspace.
List all articles
You can fetch a list of all articles by making a get request to `https://api.intercom.io/articles`. > ๐Ÿ“˜ how are the articles sorted and ordered? > > articles will be returned in descending order on the `updated at` attribute. this means if
List all collections
You can fetch a list of all collections by making a get request to `https://api.intercom.io/help center/collections`. collections will be returned in descending order on the `updated at` attribute. this means if you need to iterate through

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Frequently asked questions

Ceven uses OAuth 2.0 to connect to your Intercom workspace. When you initiate the connection, you are redirected to the Intercom authorization page where you select the specific workspace you want to link. Once you grant permission, Intercom sends a secure token back to Ceven. We store this token using industry standard encryption at rest. This method ensures that we never see or store your password and that you can revoke access instantly from your Intercom security settings without affecting other integrations. The token is refreshed automatically to ensure your workflows continue running without manual reauthorization every few days.
Yes. Intercom enforces strict API rate limits to ensure platform stability. These limits are typically based on the number of requests per minute per workspace. If a Ceven workflow attempts to send a massive burst of messages, Intercom will return a 429 too many requests error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will pause and retry the request at increasing intervals until it succeeds. For very high volume accounts, we recommend batching updates or using tags to trigger narrower workflows to avoid hitting these limits during peak hours.
Yes, provided the OAuth app was authorized with the necessary permissions. Ceven can read both public messages and internal notes. This is particularly useful for workflows that need to summarize the internal context of a ticket before handing it off to a human agent. The agent can distinguish between a message sent to the customer and a note left by a teammate. You can control this behavior within the workflow logic by instructing the agent to ignore internal notes if you only want the customer facing dialogue to be processed by the model.
In Intercom, companies only become visible once at least one user is associated with them. Ceven leverages this logic when syncing data. If a workflow creates a new user who belongs to a known company ID, Ceven automatically calls the attach contact to company action. If the company does not exist yet, the agent can be configured to create the company record first and then link the user. This ensures your B2B account structure remains intact and that support agents can see all users belonging to a single corporate account in one view.
Yes. Ceven can use the Intercom API to create new articles and collections. This is often used in a workflow where a common question is identified across many chats. The agent can draft a proposed article based on the successful resolution of those chats and then create a draft in your Intercom help center. Note that articles usually require a manual review and publish step within the Intercom dashboard to go live, ensuring that your public documentation remains accurate and follows your brand voice guidelines before being visible to all users.
Intercom distinguishes between leads, who are people you have not yet converted, and users, who are confirmed customers. Ceven recognizes these roles in the contact record. We provide a specific action to merge a lead into a user, which is critical when a person signs up for your product after previously chatting as a lead. This merge prevents duplicate records and preserves the entire conversation history. If your workflow triggers a welcome sequence, the agent checks the role first to ensure the messaging is appropriate for a new lead versus a returning user.
Tags are used as the primary way to trigger and filter workflows. Ceven can both read tags to decide if a workflow should run and write tags to mark a conversation as processed. For example, you can set up a trigger where any contact tagged as high value gets their conversation moved to the top of the queue. The agent can also remove tags once a condition is met, such as removing a trial user tag once a payment is confirmed. This creates a dynamic system where user attributes drive the automation logic in real time.
Yes. Ceven can add or remove subscriptions for a contact based on their consent status. Intercom uses opt in and opt out subscription models. The agent can be programmed to update these subscriptions based on actions taken in other tools, such as a user clicking unsubscribe in an email or checking a preference box in your app settings. This ensures that your Intercom communication remains compliant with privacy laws by keeping the subscription state in sync across your entire tool stack without requiring manual updates from your marketing team.

Alternatives to Intercom

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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Plug Ceven on top of the tools you already run. Connect Intercom and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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