Intercom

Finseo connects to Intercom via native webhook subscriptions. You register a webhook in Intercom Settings that fires on contact and conversation events. Intercom sends a JSON payload with contact attributes and conversation metadata. Finseo categorizes the AI source attribute and tracks it.

1. 01

   Contact source attribution

   When a new contact is created in Intercom (via chat widget, email, or import), capture the AI source from a custom attribute.

2. 02

   Conversation attribution

   When a conversation is closed and the contact has an AI source attribute, attribute the conversation to the AI engine.

3. 03

   Chat driven leads

   For B2B SaaS using Intercom for inbound chat, attribute every chat-driven lead to the AI source.

4. 04

   Support context

   Support reps see the AI source on every conversation. Helpful when answering questions like "Where did you find us?" or troubleshooting AI-discovered features.

5. 05

   Custom bot routing

   Use Intercom Custom Bots to ask "How did you find us?" early in the conversation, then save the answer to a custom attribute that Finseo reads.

Intercom is the dominant customer messaging platform for B2B SaaS, with over 25,000 customers. Many SaaS teams use Intercom as their primary lead capture channel via website chat. Without attribution, you cannot tell whether ChatGPT or Perplexity drives more chat conversations. The Finseo Intercom integration adds AI source tracking to every chat-driven contact and conversation, giving B2B teams a complete picture of inbound demand.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the Intercom integration card to reveal your project webhook URL.

2. 02

   Add a custom attribute in Intercom

   In Intercom, go to Settings, then People, then Custom Attributes. Add "How did you find us?" as a text attribute on People.

3. 03

   Create a webhook subscription

   In Intercom, go to Settings, then Integrations, then Webhooks. Add a webhook pointing to your Finseo URL.

4. 04

   Select topics

   Subscribe to contact.created. Optionally add conversation.admin.closed for chat conversation attribution.

5. 05

   Populate the attribute

   Use Intercom Custom Bots to ask "How did you find us?" early in the conversation, or have reps fill it in during qualification. Finseo reads the attribute from every webhook payload.

How does Finseo connect to Intercom?

Via Intercom native webhooks. You register a webhook in Intercom Settings, then Integrations, then Webhooks. The webhook fires on contact and conversation events with the full record JSON. No third party tools required.

Via Intercom native webhooks. You register a webhook in Intercom Settings, then Integrations, then Webhooks. The webhook fires on contact and conversation events with the full record JSON. No third party tools required.

What Intercom plan do I need?

Webhooks are available on all Intercom plans including Essential. Custom attributes are also available on all plans. The Finseo integration works regardless of tier.

Webhooks are available on all Intercom plans including Essential. Custom attributes are also available on all plans. The Finseo integration works regardless of tier.

What events can I subscribe to?

contact.created, contact.updated, conversation.admin.opened, conversation.admin.closed, conversation.user.created. Most teams subscribe to contact.created for new lead attribution and conversation.admin.closed for chat resolution attribution.

contact.created, contact.updated, conversation.admin.opened, conversation.admin.closed, conversation.user.created. Most teams subscribe to contact.created for new lead attribution and conversation.admin.closed for chat resolution attribution.

How do I capture AI source in Intercom?

Two options. (1) Add a custom attribute "How did you find us?" on People and have reps fill it in during chat. (2) Use Intercom Custom Bots to ask the question early in the conversation flow and auto save the answer to the attribute. Both work with Finseo.

Two options. (1) Add a custom attribute "How did you find us?" on People and have reps fill it in during chat. (2) Use Intercom Custom Bots to ask the question early in the conversation flow and auto save the answer to the attribute. Both work with Finseo.

Can I attribute conversations or only contacts?

Both. Subscribe to contact.created for new lead attribution and conversation.admin.closed for resolved conversations. The conversation payload includes the contact, so Finseo ties the conversation back to the contact AI source.

Both. Subscribe to contact.created for new lead attribution and conversation.admin.closed for resolved conversations. The conversation payload includes the contact, so Finseo ties the conversation back to the contact AI source.

Does this work with Intercom Help Center?

Help Center articles are not in scope for attribution (they are content, not events). However, if a Help Center visit leads to a chat, the contact gets created and the chat triggers a webhook, which Finseo attributes to the source.

Help Center articles are not in scope for attribution (they are content, not events). However, if a Help Center visit leads to a chat, the contact gets created and the chat triggers a webhook, which Finseo attributes to the source.

Is the integration real time?

Yes. Intercom fires webhooks within 1 to 3 seconds of the trigger event. Finseo processes and updates within 5 to 10 seconds. Total latency is under 15 seconds.

Yes. Intercom fires webhooks within 1 to 3 seconds of the trigger event. Finseo processes and updates within 5 to 10 seconds. Total latency is under 15 seconds.

Can the agent reply to Intercom chats?

Not currently. Finseo focuses on attribution and AI visibility tracking, not customer support chat. For AI-powered chat replies, use Intercom Fin or other dedicated AI chat tools.

Not currently. Finseo focuses on attribution and AI visibility tracking, not customer support chat. For AI-powered chat replies, use Intercom Fin or other dedicated AI chat tools.