Connect with Intercom to offer Support to your clients

With Intercom support we now offer you an opportunity to connect your own Intercom account to offer direct support to your clients through their dashboards.

You will be able to respond to them 24/7 whenever they have a problem or a question and be on top of client interaction.

We have also now provided unbranded product tutorials that you can claim and use to train your AI support agent if you choose to set that up, or just have your team share it with your clients so they can learn how to use any feature.

In this step-by-step tutorial I will walk you through how to connect your Admin dashboard and Intercom.

Creation Date: May 26, 2025

Created By: Marko S

# Intercom.com

1. Let's navigate to intercom.com and start their free trial.

Intercom offers a 14 day free trial.

Let's navigate to intercom.com and start their free trial.

2. Let's create the account. I will login using my Google account.

Let's create the account. I will login using my Google account.

# Login– Google Account

3. Choose the account you want to register with.

Choose the account you want to register with.

4. Click on Continue

Click on Continue

# Intercom | The easiest way to see and talk to your users

5. Intercom gives you 2 options at the beginning.

Intercom gives you 2 options at the beginning.

6. When you visit their website, you can explore what both options offer.

Here is the link to check this out:

https://www.intercom.com/

You can also check their pricing here: https://www.intercom.com/pricing

When you visit their website, you can explore what both options offer.

# Fin. The #1 AI agent for customer service

7. This is the second option they offer

This is the second option they offer

8. Option 1: Fin ; Option 2: Intercom Suite

Option 1: Fin ; Option 2: Intercom Suite

9. For this trial, I will go with the comprehensive Intercom Suite.

For this trial, I will go with the comprehensive Intercom Suite.

10. First type your company name

First type your company name

11. Click on Continue

Click on Continue

12. Select your team size

Select your team size

13. Click on Start free trial

Click on Start free trial

14. Click on Continue

Click on Continue

15. They have a questionnaire to fill out to learn more about your business.

They have a questionnaire to fill out to learn more about your business.

16. Click on Continue

Important note: In order not to make this tutorial too long, I will not show the whole questionnaire. You should of course fill all the information out.

Click on Continue

17. Now that we've signed up for the trial it's time to set up our Intercom account.

Now that we've signed up for the trial it's time to set up our Intercom account

18. Let's first check our inbox.

Let's first check our inbox

19. This is where you will see all the messages that your clients send you.

This is where you will see all the messages that your clients send you.

20. Now let's click on Get set up and follow their onboarding process.

Now let's click on Get set up and follow their onboarding process

21. Their onboarding contains 5 easy steps to set up an account.

In order to not make this tutorial too long, we won't go too into detail and will focus on connecting it to your Admin dashboard. You can explore everything they offer afterwards.

Their onboarding contains 5 easy steps to set up an account

22. They also give you an option to add content that will train the AI to give relevant answers.

They also give you an option to add content that will train the AI to give relevant answers

23. Click on New content

Click on New content

24. You will have multiple options to add data in.

You will have multiple options to add data in.

25. Now let's finally connect!

Now let's finally connect!

26. Let's navigate to Set up channels

Let's navigate to Set up channels

27. Let's connect the messenger option.

Let's connect the messenger option.

28. It's important to enable the connection otherwise it will not work.

It's important to enable the connection otherwise it will not work.

29. Let's locate your App ID

Let's locate your App ID

30. Once you scroll down a bit, you will be able to see your app ID.

Important note: This app_id will also be located in the URL of your intercom account.

Once you scroll down a bit, you will be able to see your app ID.

31. Here it is in the URL.

Here it is in the URL.

# My AI Frontdesk

32. Now let's go to your admin dashboard and connect Intercom.

Now let's go to your admin dashboard and connect Intercom.

33. Click on Intercom Support

Click on Intercom Support

34. Let's enable it and add the App ID we just found.

Let's enable it and add the App ID we just found.

35. First enable the connection.

First enable the connection.

36. let's copy the App ID in.

let's copy the App ID in.

37. Click on Save Changes

Click on Save Changes

38. Once you open one of your client's accounts, you will see that the Intercom icon appeared in the bottom right corner!

Once you open one of your client's accounts, you will see that the Intercom icon appeared in the bottom right corner!

39. They can now message you through their dashboard!

They can now message you through their dashboard!

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