> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userplane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Intercom Integration

> Connect Userplane to Intercom for in-conversation screen recording requests

The Intercom integration lets your support team request and review screen recordings directly from Intercom conversations. Agents can create recording links, view recordings, and link them to conversations without switching tools.

## What the integration does

* Installs a **sidebar app** in the Intercom inbox for creating links and viewing recordings.
* Adds a **Cmd+K shortcut** so agents can type "Userplane" in the action menu to create recording links without navigating away from a conversation.
* Associates recordings with Intercom conversations automatically.
* Posts an **admin note** to the conversation when a customer completes a recording.
* Supports using [reusable recording links](/recording-links/reusable) in [Intercom macros](/integrations/intercom-macros).

## Connecting Intercom

There are two ways to connect Userplane to Intercom:

<Note>Only workspace **owners** and **admins** can connect the integration.</Note>

<Tabs>
  <Tab title="From Intercom Marketplace">
    Install Userplane from the Intercom App Store, then create a new workspace during the authorization flow.

    <Steps>
      <Step title="Install from Intercom">
        Find Userplane in the [Intercom App Store](https://www.intercom.com/app-store/?app_package_code=userplane-5jk4\&category=for-support-agents) and click **Install**.
      </Step>

      <Step title="Create a workspace">
        You'll be prompted to create a new Userplane workspace as part of the setup.

        <Frame caption="Connect to Intercom">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-onboarding-kickoff.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=5c1c1a07512895b5bd0141115355b0f3" width="1919" height="959" data-path="media/intercom/intercom-oauth/intercom-onboarding-kickoff.png" />
        </Frame>
      </Step>

      <Step title="Authorize">
        Authorize the connection in Intercom. Userplane requests permissions to read conversations and manage the inbox sidebar app.

        <Frame caption="Authorize Intercom connection">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-oauth-consent.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=1892900527def5bc2e576aed63768fad" width="1920" height="958" data-path="media/intercom/intercom-oauth/intercom-oauth-consent.png" />
        </Frame>
      </Step>

      <Step title="Authorization complete">
        After authorization, your Intercom workspace is connected to Userplane.

        <Frame caption="Authorization successful">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-oauth-successful.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=08bffbcf756d26e16353f9873f5afcf0" width="1920" height="959" data-path="media/intercom/intercom-oauth/intercom-oauth-successful.png" />
        </Frame>
      </Step>

      <Step title="Invite teammates">
        Invite your support team to the Userplane workspace so they can use the integration.

        <Frame caption="Invite teammates">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/post-onboarding-invite-teammates.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=d648d37cb1881be5ea76fd64a5f175c5" width="1920" height="959" data-path="media/intercom/intercom-oauth/post-onboarding-invite-teammates.png" />
        </Frame>
      </Step>

      <Step title="Review your setup">
        Confirm the integration is connected in your workspace settings.

        <Frame caption="Integration connected">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/post-onboarding-settings-preview.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=79fb281ec4d3b4ad9632ed7e2e504a8e" width="1920" height="958" data-path="media/intercom/intercom-oauth/post-onboarding-settings-preview.png" />
        </Frame>
      </Step>

      <Step title="Start using the integration">
        The Userplane app is now available in your Intercom inbox via the sidebar and macros.

        <Tabs>
          <Tab title="Sidebar">
            <Frame caption="Intercom sidebar app">
              <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-inbox/sidebar/intercom-sidebar.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=126e55f4c8d577fd3ec08571c27599c0" width="1920" height="958" data-path="media/intercom/intercom-inbox/sidebar/intercom-sidebar.png" />
            </Frame>
          </Tab>

          <Tab title="Macros">
            <Frame caption="Intercom macro">
              <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-inbox/macro/intercom-userplane-macro.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=3eb8adc9d8d1d464d415d8772e9b2306" width="1920" height="957" data-path="media/intercom/intercom-inbox/macro/intercom-userplane-macro.png" />
            </Frame>
          </Tab>
        </Tabs>
      </Step>
    </Steps>
  </Tab>

  <Tab title="From Workspace Settings">
    If you already have a Userplane workspace, connect Intercom from your workspace settings.

    <Steps>
      <Step title="Open Integrations settings">
        Go to [Workspace Settings > Integrations](https://dash.userplane.io/_/settings?tab=integrations).

        <Frame caption="Integrations — before connection">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/pre-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=fc92cf78d99526845c0d760300c078ba" width="1920" height="958" data-path="media/intercom/workspace-settings/pre-connection-modal.png" />
        </Frame>
      </Step>

      <Step title="Click Connect Intercom">
        Click **Connect Intercom** to start the authorization flow.
      </Step>

      <Step title="Authorize">
        Authorize the connection in Intercom. Userplane requests permissions to read conversations and manage the inbox sidebar app.

        <Frame caption="Authorize Intercom connection">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-oauth-consent.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=1892900527def5bc2e576aed63768fad" width="1920" height="958" data-path="media/intercom/intercom-oauth/intercom-oauth-consent.png" />
        </Frame>
      </Step>

      <Step title="Authorization complete">
        After authorization, your Intercom workspace is connected to Userplane.

        <Frame caption="Authorization successful">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-oauth/intercom-oauth-successful.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=08bffbcf756d26e16353f9873f5afcf0" width="1920" height="959" data-path="media/intercom/intercom-oauth/intercom-oauth-successful.png" />
        </Frame>
      </Step>

      <Step title="Review your setup">
        Confirm the integration is connected in your workspace settings.

        <Frame caption="Integrations — connected">
          <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=a2a874323d6bf504e4cc250e3b9e2907" width="1920" height="958" data-path="media/intercom/workspace-settings/post-connection-modal.png" />
        </Frame>
      </Step>

      <Step title="Start using the integration">
        The Userplane app is now available in your Intercom inbox via the sidebar and macros.

        <Tabs>
          <Tab title="Sidebar">
            <Frame caption="Intercom sidebar app">
              <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-inbox/sidebar/intercom-sidebar.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=126e55f4c8d577fd3ec08571c27599c0" width="1920" height="958" data-path="media/intercom/intercom-inbox/sidebar/intercom-sidebar.png" />
            </Frame>
          </Tab>

          <Tab title="Macros">
            <Frame caption="Intercom macro">
              <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/intercom-inbox/macro/intercom-userplane-macro.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=3eb8adc9d8d1d464d415d8772e9b2306" width="1920" height="957" data-path="media/intercom/intercom-inbox/macro/intercom-userplane-macro.png" />
            </Frame>
          </Tab>
        </Tabs>
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Permissions granted

When you authorize the Intercom connection, Userplane receives the following permissions:

* Read conversation data to associate recordings with conversations.
* Install and manage the inbox sidebar app.

<Frame caption="Integrations — connected">
  <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=a2a874323d6bf504e4cc250e3b9e2907" width="1920" height="958" data-path="media/intercom/workspace-settings/post-connection-modal.png" />
</Frame>

## Disconnecting Intercom

<Steps>
  <Step title="Open Integrations settings">
    Go to [Workspace Settings > Integrations](https://dash.userplane.io/_/settings?tab=integrations).

    <Frame caption="Integrations — connected">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/intercom/workspace-settings/post-connection-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=a2a874323d6bf504e4cc250e3b9e2907" width="1920" height="958" data-path="media/intercom/workspace-settings/post-connection-modal.png" />
    </Frame>
  </Step>

  <Step title="Click Disconnect">
    Click **Disconnect** next to Intercom and confirm.
  </Step>
</Steps>

<Note>
  Disconnecting removes the sidebar app from Intercom. Existing recordings and links are preserved.
</Note>

## Related articles

* [Intercom Setup](/getting-started/intercom-setup) — quick setup guide.
* [Using Userplane in Intercom](/integrations/intercom-inbox) — how the sidebar app works.
* [Intercom Shortcuts](/integrations/intercom-shortcuts) — use Cmd+K to create links fast.
* [Intercom Macros](/integrations/intercom-macros) — use reusable links in macros.
* [Intercom Notifications](/integrations/intercom-notifications) — admin notes posted when recordings arrive.