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CRM & sales

Intercom

Let your phone agent update Intercom contacts, tags and conversations during the call.

Connect Intercom to AgentCalls and your agent can work with the contacts and conversations you already manage. During a call it can find a contact, add a note, apply a tag, attach a company, or assign a conversation to the right person on your team. When the call ends, the record is already up to date. Your team sees what was said without waiting for someone to type it up. Connection takes one click from the AgentCalls dashboard.

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What your agent can do with Intercom

  • Look up a contact by name, email or phone and read their details during the call
  • Add a note to a contact or tag them so your team can find them later
  • Attach a contact to a company or add them to a subscription with the right consent
  • Assign a conversation to a specific admin or team, or close it once it is resolved
  • Create help center articles or collections from the content your team already uses

Intercom exposes 133 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question from an existing customer

  1. Caller

    Hi, this is Dana Price. I want to check whether my renewal invoice went out.

  2. Agent

    Thanks, Dana. I found your account. The renewal invoice was sent on the 3rd, and I have added a note that you called today.

  3. Caller

    Great. Can you assign this to Marcus? He handled my last ticket.

  4. Agent

    Done. The conversation is now assigned to Marcus Lee on the billing team.

Lead qualification and tagging

  1. Caller

    I saw your ad for the spring package. I run a small dental clinic in Leeds.

  2. Agent

    Good to hear from you. Can I take your name and email so I can set you up?

  3. Caller

    It's Priya Shah, priya@leedsdental.co.uk.

  4. Agent

    Thank you, Priya. I have created your contact, attached it to Leeds Dental Co, and tagged it as a spring package lead for the sales team.

Outbound follow-up after a trial

  1. Agent

    Hello, may I speak with Omar Haddad? I am calling from the team about your trial.

  2. Caller

    Yes, this is Omar.

  3. Agent

    Your trial ends Friday. I see you asked about annual pricing. I have added that to your record and assigned the follow-up to Sara in sales.

  4. Caller

    Perfect, please ask her to call me Thursday afternoon.

How to connect Intercom

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Intercom

    From Integrations in the dashboard, choose Intercom and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Intercom actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All CRM & sales integrations

Questions, answered.

Does the agent work with Intercom during the call or after it?

Both. Your agent can read and update Intercom while the call is in progress, so the caller hears the result right away. Notes and tags are saved to the contact as soon as they are made.

What do I need to connect Intercom?

You need an Intercom account. Sign in to Intercom from the AgentCalls dashboard and approve access. No code or setup is required.

Which plan includes Intercom?

Integrations, including Intercom, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Intercom.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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