Transform your customer support workflow with AI-powered Intercom management

The Intercom integration brings the power of Hatz AI directly to your customer support and relationship management workflows. Whether you're managing contacts, creating help articles, or organizing customer data, this integration allows you to interact with your Intercom workspace using natural language commands.

💡 Beta Features must be enabled in the tenant in order to access the Intercom Beta Integration. Please reference How to Enable Beta Integrations for assistance.

The integration of Intercom and Hatz AI unlocks powerful opportunities for support teams, sales professionals, and content creators looking to streamline their customer communication workflows. Whether you're managing complex customer relationships, creating comprehensive help documentation, or automating support processes, this fusion brings exceptional capabilities to your fingertips.

This guide will walk you through the features and tools provided by the Intercom integration with Hatz AI's capabilities.

The Intercom integration is a comprehensive toolset that allows users to connect and interact directly with their Intercom workspace. It supports a full suite of tools for managing contacts, companies, help articles, admin functions, and customer communications. With Hatz AI now connected to this integration, you can automate support workflows, generate structured customer insights, and perform intelligent operations across your Intercom data without leaving the conversation.

Each user on the Hatz platform is required to connect their individual Intercom account through the secure integration setup, following Intercom's authentication process.

This process ensures that the integration strictly complies with Intercom's security protocols while respecting the access permissions and rules assigned to each user's account.

It's important to note that the Hatz Intercom integration will never exceed the access levels granted to the user within Intercom, guaranteeing alignment with the platform's governance policies. As a result, outcomes and available features may vary depending on each user's specific permissions and authenticated access.

View and Update Contacts: Retrieve contact details, update information, and manage customer profiles effortlessly.

Contact Organization: Add tags, manage subscriptions, and organize contacts into segments for targeted communication.

Company Associations: Link contacts to companies and manage business relationships seamlessly.

Create and Update Companies: Add new company records or modify existing ones with complete control over company information.

Company Analytics: Track company metrics, monthly spend, and employee counts to understand your customer base better.

Relationship Mapping: Manage contacts within companies and track business relationships across your customer portfolio.

Content Creation: Create and manage help articles, collections, and knowledge base content directly through AI commands.

Multilingual Support: Manage content across multiple languages with comprehensive translation support.

Article Organization: Structure your help content with collections and maintain organized documentation.

Notes and Comments: Add contextual notes to customer records and maintain detailed interaction histories.

Subscription Management: Handle customer communication preferences with opt-in and opt-out subscription controls.

Activity Tracking: Monitor admin activities and track customer interaction patterns.

Connecting your Intercom data to and leveraging Hatz AI allows you to:

Reduce Time Spent on Manual Tasks: Automate repetitive customer support actions like updating contact information, creating help articles, and managing company records.

Enhance Customer Experience: AI-powered analysis helps identify customer patterns and support needs, enabling proactive customer service.

Streamline Support Operations: Use intelligent automation to handle routine support workflows and focus your team on complex customer issues.

Centralize Customer Knowledge: The seamless integration ensures all your customer data and support content is easily accessible and actionable from a single interface.

A customer success manager can use Hatz AI to automatically create comprehensive customer profiles when new clients sign up. Hatz AI can populate contact details, company information, and create initial support documentation. Later, the manager can ask Hatz AI to add onboarding notes and track progress through the customer journey.

When new features are released, support teams can instruct Hatz AI to create help articles explaining the functionality. Hatz AI can structure the content, organize it into appropriate collections, and even create multilingual versions, ensuring comprehensive documentation is available immediately.

A sales team can ask Hatz AI to analyze customer data and automatically tag high-value prospects or organize customers by usage patterns. Hatz AI can create segments based on engagement metrics and manage subscription preferences to optimize communication strategies.

This list outlines practical applications of the Hatz AI and Intercom integration, providing examples of direct Chat Prompts for quick, ad-hoc tasks and potential Workflow Automations for more structured, repeatable processes.

After your integration is connected and activated in the chat, simply start a conversation with your AI assistant and mention what you want to do with your Intercom data.

For example:

"I want to see all customers from tech companies in California"

"Help me create a new help article about our billing process"

"Show me which contacts haven't been contacted in the last 30 days"

"Create a company profile for our new enterprise client"

The AI will understand your request and work directly with your Intercom account to get the information or make the changes you need.

The Intercom integration currently supports:

✅ Contact Management - Full CRUD operations on customer contacts
​ ✅ Company Management - Complete company profile management
​ ✅ Help Content - Article and collection creation and management
​ ✅ Notes and Comments - Customer interaction tracking
​ ✅ Admin Functions - Team management and activity monitoring
​ ✅ Subscription Management - Communication preference controls
​ ✅ Search and Analytics - Advanced filtering and data analysis

This integration empowers your team to deliver exceptional customer experiences while maintaining organized, comprehensive customer data and support documentation.