Intercom Integration Setup Guide

To use Cordless-Intercom integration you need to have an active Cordless account.
To start your 7-day free trial with Cordless, please contact us at hello@cordless.io, or book a free 30-minute demo with our team below.

This integration enables you to sync your Cordless call activity, recordings, and voicemails with your Intercom inbox.

Note: By default, the integration logs summaries directly in Intercom, and a quick link to Cordless is provided next to the summary for the recording and transcript. However, we can easily change the configuration to log call transcripts directly in Intercom if you wish.

Additionally, it allows Cordless to display customer information from Intercom when you receive a call from a customer.

Step 1: Add Intercom Integration to Cordless
Go to the Integrations page in Cordless and click "Add new integration". Select Intercom and you will be redirected to the authorisation page. Click "Authorise".

Step 2: Add Notify Block in your Cordless Call Journey
Go to your Numbers page and select the call journey you want to setup the integration for.

For each branch where you want to receive call logs*, add a 'Notify' block and select Intercom.

*Ensure that you add the Intercom 'Notify' block to each branch for which you want to receive call logs. For example, if you want to receive logs for calls missed outside of business hours, add the block to the outside business hours branch as well.

To disconnect your Intercom workspace from Cordless, navigate to the Integrations page in Cordless and click “Delete” on the “Intercom” tile.

You will only be able to delete the integration once you delete all Intercom Notify blocks from all existing call journeys.