Prerequisites
Before you can add the connection, you must create a custom OAuth application in Intercom.1
In the Intercom Developer Hub, open your app and go to the Authentication page.
2
Select the checkbox to enable OAuth.
3
Enter https://oauth.cdata.com/oauth/ as the Redirect URL.
4
Select the permissions your application requires, then save the app.
5
Open the Basic Information page of your app. Copy the Client ID and Client secret and store them securely.
Setup Guide
Follow these steps to connect Intercom to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Intercom into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
Enter the OAuth Client Id and OAuth Client Secret obtained from Intercom.
6
Click Sign in to connect securely through OAuth. This action opens the Intercom sign-in page in a new tab.
7
Log in to your Intercom account and grant the requested permissions.
8
At the top of the Connect AI Add Intercom Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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