Intercom

What the Intercom integration does

Salesfinity's Intercom integration lets the AI Companion read customer conversations, contacts and companies in Intercom, and with your approval add notes or send replies. It is useful when the person a rep is about to call has already been talking to your support or website chat, so the call opens with that history rather than ignoring it.

Reading support context

• Search conversations by contact, company or keyword

• Read a conversation thread including its resolution

• Look up a contact record and its attributes

• See open versus closed tickets for an account

Writing, with approval

• Add an internal note to a conversation

• Reply to a conversation

• Tag a conversation or update a contact attribute

Nothing is sent to a customer without you reviewing and approving it first.

Common use cases

Checking for open issues before an upsell call

An account is on the list for an expansion conversation. Before dialing, the rep asks the Companion whether that company has open Intercom tickets. Two unresolved bugs turn up, so the call starts by acknowledging them instead of pitching.

Following up on a chat that went cold

Someone asked about pricing in website chat and never replied. The Companion surfaces those conversations from the last week, and the rep calls them while the interest is still fresh.

Leaving context after a call

A rep learns on the phone that a customer is migrating systems next month. They ask the Companion to add an internal note to that contact's Intercom conversation, approve it, and support sees the context next time the customer writes in.

How to connect Intercom to Salesfinity

1. In Salesfinity, open Settings → Integrations.

2. Select Intercom from the Composio-connected apps.

3. Authorize Salesfinity in Intercom with a workspace account that has the access you need.

4. Return to Salesfinity and confirm the connection is active.

5. Ask the Companion to find a recent Intercom conversation to verify reads work.

Frequently asked questions

Does the Intercom integration sync contacts into Salesfinity?

No. Intercom contacts are read during a conversation with the Companion; they are not imported as Salesfinity contacts or turned into calling lists. Use the native CRM integrations or List Builder for that.

Can the Companion message a customer without me seeing it?

No. Replies and notes are drafted, shown to you, and sent only after you approve them.

Are Salesfinity call recordings pushed into Intercom?

No. Recordings, transcripts and call scores stay in Salesfinity. You can ask the Companion to write a summary note into Intercom, but that is an approved action, not an automatic sync.

Which Intercom data can the Companion reach?

Whatever the connected Intercom account is permitted to see. The integration does not widen those permissions.