Intercom Integration

This article demonstrates how to send SMS messages right in the Intercom interface

You can implement SMS automation and send SMS responses to customers from your Intercom Help Desk conversations using TextPeak integrations.

Creating an Automation

To set up SMS notifications from your Intercom Help Desk, complete the following steps:

  1. Install the CommPeak app from its Intercom App Store page
  2. In your Intercom Help Desk, create an automation.

Step 1: App Installation

To install the CommPeak app, select one of the following options:

Option 1. Installation from Intercom App Store

  1. Open the CommPeak product page. Alternatively, go to the Intercom App Store and scroll down to search for the CommPeak app or use the search functionality.

    Screenshot of the CommPeak app in Intercom App Store

    CommPeak app in the Intercom App Store

  2. Click Sign in to install.

Screenshot of the CommPeak page

CommPeak page

  1. Sign in to your Intercom account and click to install the app.
Screenshot of the Install now button

Install now button

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NOTE

If working in a team, you might need to send a request to install the app:

  1. Click Request install.
  2. In the new window, click to select the admin and then click Send email to send the request.
Screenshot of the Select admin option

Select admin option

Option 2. Installation from Intercom Inbox

  1. In your Intercom Help Desk Inbox, go to the Details sidebar on the right; scroll down and click Edit apps.
Screenshot of the Details section with Edit apps button

Details section with Edit apps button

  1. Check the list that expands, and click on the pin icon next to CommPeak to add the tab to Details.
Adding CommPeak app

Adding CommPeak app

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NOTE

If it is not on the list, click Get more in the app store to open the Intercom App Store and proceed as described in this section.

Screenshot of the Get more in the app store option

Get more in the app store option

Option 3. Installation From CommPeak TextPeak Integrations

  1. Log in to TextPeak in your browser.

  2. Select Integrations in the main menu on the left.

    Screenshot of the Integrations tab

    Integrations tab

  3. Click Set New Connection in the top right of the Integrations page.

    Screenshot of the Set New Connection button

    Set New Connection button

  4. Select Intercom in the pop-up window.

    Screenshot of the Intercom selection

    Intercom selection

  5. Sign in to your Intercom account and proceed with installing the app as described in this section.

Step 2: Creating an Automation

After the CommPeak tab is added to the Details tab, do the following:

  1. Expand the TextPeak tab and complete the SMS sending form:
  • In the From field, select a sender from the drop-down list. It contains the approved Sender IDs from your TextPeak account.
  • Enter the contact's phone number in the To field.
  • Write your message in the Message field.
Screenshot of the Details section

Details section

  1. Click Send.
  2. The system will send your message and add a confirmation about that as a note within the conversation.
Screenshot of the SMS sent confirmation

SMS sent confirmation