Requirements
- You must be an Admin or Owner of the Arca workspace to connect and configure the integration.
- You must have access to the target Intercom workspace and the ability to authorize third-party apps in it.
Connect Intercom
Open Integrations settings
In Arca, click your workspace name in the top-left, then go to Settings →
Integrations.
Choose a default list
Before connecting, select the default list where tasks created from
Intercom conversations will be added. This is required to proceed.
Authorize the app
Click Connect Intercom. You are redirected to Intercom to authorize the
connection. Grant the requested permissions and confirm.
Link conversations to tasks
Once connected, any workspace member can link one or more Intercom conversations to an Arca task.- Open a task in Arca.
- In the task detail panel, find the Intercom section.
- Search for a conversation by its ID or by subject text.
- Select the conversation to link it.
Numeric searches match by exact conversation ID. Text searches match against
the conversation subject. Messenger and chat conversations that have no
subject are matched by checking their message body (the first message of the
conversation).
Send internal notes from Arca
From a linked conversation card inside any task, any workspace member can post an internal note directly to the Intercom conversation without opening Intercom. Internal notes are visible only to agents in Intercom and are not shown to customers.Create tasks from Intercom conversations
You can create a new Arca task from an Intercom conversation. The task is placed in the default list you configured during setup. After creation the conversation is automatically linked to the new task.Automate conversation reopening
Arca can automatically reopen linked Intercom conversations when specific task events occur. When a conversation is reopened, Arca also posts an internal note explaining the reason so your agents have context. You configure this behavior per workspace in Settings → Integrations → Intercom → Automate conversation reopening.| Trigger | Default |
|---|---|
| A task is completed | On |
| A task is canceled | Off |
| A comment is made in a task | Off |
Only conversations that are directly linked to the task at the time of the
event are affected. Conversations linked after the event are not retroactively
reopened.
Disconnect Intercom
To remove the Intercom integration from your workspace:- Go to Settings → Integrations → Intercom.
- Click Disconnect Intercom.
- Confirm the action.
Troubleshooting
I clicked Connect but nothing happened or the page showed an error
I clicked Connect but nothing happened or the page showed an error
Make sure you selected a default list before clicking Connect. If the OAuth
page showed a denial message, you may have clicked Cancel on the Intercom
authorization screen. Try again and confirm the permissions.
A linked conversation is not being reopened automatically
A linked conversation is not being reopened automatically
Check that the relevant toggle in Automate conversation reopening is
turned on and that you clicked Save after enabling it. Also confirm that
the conversation was linked to the task before the triggering event
occurred.
I cannot find a conversation in the search
I cannot find a conversation in the search
Conversations with an email subject are searchable by subject text.
Messenger and chat conversations that have no subject can be found by
searching for their numeric conversation ID (visible in the Intercom
conversation URL) or by typing part of the message body text.
The connected Intercom workspace name is wrong after reconnecting
The connected Intercom workspace name is wrong after reconnecting
The workspace name shown in Arca is fetched during the OAuth flow and
cached. Disconnect the integration and reconnect to refresh it.