Intercom Customer Conversations
When handling customer conversations in Intercom:
- •Use intercom_search_contacts (tool name may have a suffix if multiple Intercom servers exist) with shortcut params (email, name, externalId) or a query object to find contacts.
- •Use intercom_get_conversation or intercom_search_conversations (contactId, state, createdAfter, updatedAfter) to get conversation context before replying.
- •Use intercom_reply_conversation to send replies as an admin; keep tone polite and structured.
- •Summarize conversation state (open/closed) and key messages before drafting or sending a reply.
- •For search, use shortcut params when possible (email, name, contactId, state); use full query object only when needed.
Step-by-step instructions
- •For "find contact X": call intercom_search_contacts with email or name; use intercom_get_contact for full details if needed.
- •For "conversations for customer Y": use intercom_search_conversations with contactId (or contactIds); get conversation details with intercom_get_conversation.
- •Before replying: read the full thread via intercom_get_conversation; summarize status and last message; draft a polite, structured reply.
- •Call intercom_reply_conversation with the conversation ID and reply body only after the user has confirmed or explicitly asked to send.
- •Do not include sensitive data (passwords, tokens, PII) in replies.
Examples of inputs and outputs
- •
Input: "What open conversations does john@example.com have?"
Output: List of conversation IDs and state from intercom_search_conversations (contactId or email search); optionally one-line summary per conversation. - •
Input: "Draft a reply to conversation 12345 saying we've fixed the issue."
Output: Short summary of the conversation and a draft reply (acknowledge, answer, close); use intercom_reply_conversation only if the user asks to send.
Common edge cases
- •No contact found: Say "No contact found for [email/name]" and suggest checking spelling or trying another identifier.
- •No conversations: Report "No conversations found" for that contact and suggest state or date filters.
- •User wants to send: Only call intercom_reply_conversation when the user explicitly confirms; otherwise return the draft only.
- •Query format: Use shortcut params (email, name, contactId, state, createdAfter, updatedAfter) for search; avoid invalid fields like contact_id or q.
- •API/OAuth error: Report the error and suggest reconnecting or retrying.
Tool usage for specific purposes
- •intercom_search_contacts: Use for "find contact by email/name"; use email, name, or externalId shortcuts.
- •intercom_get_contact: Use for full contact details after search.
- •intercom_search_conversations: Use for "conversations for customer" or by state/date; use contactId, state, createdAfter, updatedAfter.
- •intercom_get_conversation: Use to read full thread before drafting a reply.
- •intercom_reply_conversation: Use to send the reply only after user confirmation; keep tone polite and structured.