What Intercom adds to Halo
Intercom is an ingest-only integration:| Mode | What it does |
|---|---|
| Ingest | Sync contacts, companies, conversations, and tickets into Halo. Conversation transcripts can be distilled into customer-scoped knowledge. |
- Migrating from Intercom to Halo and want all your historical data
- Running both in parallel during a transition period
- Backfilling Halo with the customer history you already have
Setup
Connecting
Intercom uses access token + region auth (not OAuth in this implementation):- In your Intercom workspace, generate a Personal access token with
readscopes for contacts, companies, conversations, and tickets. - In Halo, click Connect Intercom.
- Paste the token, select your region (
us,eu, orau), and submit.
Webhook (optional, near-real-time)
For ongoing sync after the initial backfill:-
In Intercom, configure a webhook with
webhook_secret(required for verification). - Paste the secret into Halo on the Intercom integration page.
-
Set the webhook URL to:
| Topic | Action |
|---|---|
conversation.user.created | Create a Halo transcript / ticket |
conversation.user.replied | Append message |
conversation.admin.replied | Append message |
contact.created, contact.updated, user.created | Upsert end user |
ticket.created, ticket.state.updated | Sync ticket |
cronSync: true).
Ingest mode
When ingest is on:| Data | Where it lands |
|---|---|
| Contacts | end_users table with source: intercom |
| Companies | companies table with source: intercom |
| Conversations | transcripts table with metadata.source: intercom |
| Tickets | tickets table with metadata.source: intercom |
| Conversation history | Distilled into knowledge under intercom: and distilled:intercom: prefixes |
Configuration
| Field | Purpose |
|---|---|
user_id_field | Which Intercom field to use as the external user ID |
company_id_field | Which Intercom field to use as the external company ID |
activity_refresh | How often to refresh conversation activity |
webhook_secret | Required for webhook verification (encrypted at rest) |
Migration tips
If you’re migrating from Intercom:- Connect Intercom first to backfill historical data
- Configure webhooks to keep Intercom data flowing during the transition
- Set up email forwarding so new emails come to Halo (see Receiving Emails)
- Migrate help center articles using the help center Migration tool
- Switch the chat widget on your site from Intercom to Halo
- Keep Intercom connected for a few months as a fallback / source of truth
- Disconnect Intercom once you’re confident Halo has everything
Status and stats
The integration page shows:- Total contacts, companies, conversations, tickets synced
- Last sync time
- Webhook secret status (configured / not configured)
Where to go next
Help Center Migration
Import your existing help center articles into Halo.
Receiving Emails
Forward emails into Halo to replace Intercom’s inbox.