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name: intercom-crm description: Manage customer messaging and support with Intercom's conversational platform. category: business

Intercom Skill

Manage customer messaging and support with Intercom's conversational platform.

Quick Install

Copycurl -sSL https://canifi.com/skills/intercom-crm/install.sh | bash

Or manually:

Copycp -r skills/intercom-crm ~/.canifi/skills/

Setup

Configure via canifi-env:

Copy# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set INTERCOM_ACCESS_TOKEN "your_access_token"
canifi-env set INTERCOM_APP_ID "your_app_id"

Privacy & Authentication

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the Browser Automation Setup using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

Copycanifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

Capabilities

1. Conversation Management: Handle live chat and messenger conversations
2. User Management: Track and segment users with custom attributes
3. Automated Messages: Create targeted in-app messages and bots
4. Help Center: Manage knowledge base articles and collections
5. Product Tours: Create and manage onboarding product tours

Usage Examples

Reply to Conversation

CopyUser: "Reply to the latest Intercom conversation from John"
Assistant: Sends reply in active conversation

Create User

CopyUser: "Add a new user to Intercom with email sarah@company.com"
Assistant: Creates user with provided details

Send Message

CopyUser: "Send an in-app message to users who signed up this week"
Assistant: Creates targeted message campaign

Search Users

CopyUser: "Find all Intercom users on the enterprise plan"
Assistant: Searches users by segment criteria

Authentication Flow

1. Create app in Intercom Developer Hub
2. Get access token from app settings
3. Use Bearer token for API requests
4. OAuth available for published apps

Error Handling

Notes

• Combines messaging, bots, and help desk
• Resolution bot for automated support
• Series for visual automation builder
• Product tours for onboarding
• Custom bots with Fin AI
• API rate limit varies by plan