Intercom integration
AvailableLive chat and help desk for client support inside your portal.
BrokeraTech
- Chat widget with client identity
- Conversation history
Overview
Intercom is a customer service platform combining live chat, a help desk inbox, a help centre and an AI agent that answers common questions.
- Live chat in the client portal
- Shared support inbox
- Help centre articles
- AI agent for first-line answers
Data flow
How Intercom talks to your BrokeraTech stack.
| Event | Direction | Lands in |
|---|---|---|
| Chat widget with client identity | To Intercom | Client portal |
| Conversation history | To BrokeraTech | Broker CRM |
From contract to live
You keep your own Intercom account. We handle the connection.
Scope
We confirm which flows you need and which account you already hold with the provider.
Connect
Our team adds your credentials and maps events into your BrokeraTech modules.
Go live
We test end to end in staging, then switch the integration on for your clients.
