Adding an Intercom integration | Scorebuddy Help Center

Adding an Intercom integration into Scorebuddy is a one-time only task where you need to authorize Scorebuddy to receive data from your Intercom account.

In order to obtain all the necessary detail, you will need to be able to log in to Intercom with an account granting full access.

How to:

Select Score > Interactions:

Select View Integrations:

Select Add Integration:

Now hover over the Intercom logo and select Add Integration:

Now you have to authorize Scorebuddy inside your Intercom account. Click "Click here to complete the authorization process" link

Click "Authorize access"

Return to the Scorebuddy page and refresh the page. You'll be presented with a short form to complete. All fields are required:

The Label and Description are for your reference to help you identify the cases that you are dealing with. If you have multiple instances of Intercom it is a good idea to add an identifier to the label and description for these so that they can be differentiated.
Set a data retention policy which specifies how long you wish for Scorebuddy to store your cases. Once this period has been exceeded the case details are automatically removed from Scorebuddy.
When you are done click Connect Intercom to Scorebuddy. You will be shown a confirmation message:

You can now use the link to begin matching Agents in Scorebuddy with Agents in Intercom. If you prefer to do this later, return to this "View Integrations" page, select the "More" dropdown and select "Match Users". * Please note: this is a critical step before you begin to build lists