The Ringover integration with Intercom V2 allows you to centralize your customer communications by syncing contacts, call logs, SMS messages, and call recordings directly into your Intercom workspace. In this guide, you’ll learn how to activate Intercom V2, map your team users, and enable contact synchronization.
Prerequisites
- An active Ringover Business account.
- Administrative permissions on your Ringover account.
- An Intercom account with administrator role permissions.
How to set up and configure Intercom V2 integration
1. Activate Intercom V2 in Ringover
Connect your Intercom account to Ringover and authorize the required data permissions.
- Log in to your Ringover Dashboard.
- Go to Store > Integrations.
- Locate Intercom V2 and click Activate.
- Authorize the requested permissions in the Intercom authentication window.
2. Configuration
Return to your Ringover Dashboard and click Intercom V2 to configure it.
- Call types: Manage and filter categories for inbound, outbound, or missed calls.
- Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
- Restrict access to recordings: Toggle switch to limit user access permissions for call recordings.
- Reply to conversation via: Choose the default Intercom item format used for call responses (e.g., "Note").
- Create events in user file for: Select which user actions trigger event logging in Intercom user profiles (e.g., "None").
- Phone numbers: View and manage connected phone lines or select specific numbers.
- SMS messaging numbers: Manage phone numbers designated for SMS messaging.
- Link users with an account: Map Intercom users or agents to their corresponding system account.
- Assign missed IVR calls to: Designate a specific user or team member (e.g., "Add user") to assign missed IVR calls.
- Log internal calls: Toggle switch to automatically log internal team communications within Intercom.
- Include Empower summaries and transcripts in call logs: Toggle switch to save AI transcripts and call summaries to call logs.
- Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the IVR flow name to incoming call logs.
- Reopen last closed conversation: Toggle switch to automatically reopen a user's previous closed conversation when a new call occurs.
- Close conversation after a call: Toggle switch to automatically close the Intercom conversation once a call ends.
- Logs display language: Select the display language for call log details (e.g., "en").
- Webhook URL: Endpoint URL field used for sending real-time event payloads to external integrations.
- IVR callback ticket tag: Specify the default tag applied to callback tickets created from IVR calls (e.g.,
callback_ringover). - Synchronize call tags with the conversation: Toggle switch to sync call classification tags directly with Intercom conversations.
- Data hosting region: Dropdown setting to specify the geographical region for data storage (e.g., "United States").
- Create contact for calls: Choose when new contacts are automatically created during calls (e.g., "No contact page created").
- Type of contact to create: Select the Intercom entity type created for new contacts (e.g., "User").
- Sync contacts (v4): Toggle switch to enable general contact synchronization with Intercom V2.
- Sync contacts on a call-by-call basis: Toggle switch to execute contact synchronization individually as calls take place.
- Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to display contact information on the dialer during calls while conditionally restricting storage unless call-by-call sync is enabled.
- Tickets: Section to configure the ticket pipeline for logging calls, SMS, and WhatsApp messages.
- Mapped fields: Select Intercom V2 fields to display in the dialer's Info section.
💡 Ensure user email addresses in Intercom match those used in Ringover for seamless user mapping and activity attribution.
🎉 You now know how to set up the Intercom V2 integration and can find all your Ringover call records directly inside Intercom!