Articles on: Peoplelogic Optimize

Intercom Setup

Introduction



The Peoplelogic.ai Intercom integration allows you to authorize Peoplelogic to aggregate events from your Intercom.io account.  See What Events Does Peoplelogic.ai Process from Intercom for more information on the events that Peoplelogic.ai aggregates.

Prerequisites



You must have admin access to your Peoplelogic.ai account.  If you don't, point your administrator to this page to have them set up the integration.


The Intercom integration will match users in Intercom.io to your employees by email.  Be sure that your employees have the same email in both systems, otherwise you'll need to add a mapping on the employee profile in Peoplelogic.ai.  See Mapping External Usernames to Employees for more information.

Configuration



Now it's time to set up Peoplelogic.ai.  First, click the + icon near the top right of the Peoplelogic.ai interface and then click Add Integration.



Next, find Intercom and click Connect to Intercom:



Next, you'll be taken to Intercom.io to authorize the connection between Peoplelogic.ai and Intercom.  Select your account and then you'll screen like the one below:



Click the green Authorize access button to complete the process and it should take you back to the screen showing your integration listed among the active integrations.



Testing



Peoplelogic.ai will start to aggregate the events as soon as the connection is established and you should see events showing in the main dashboard timeline.  If you don't see any events and you know there has been activity in your accessible Intercom.io accounts, please contact Peoplelogic.ai Support.

Updated on: 17/11/2023

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