Access levels
Each Intercom account has an access level: Read-only, Read + write, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.What agents can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action. Each action shows its name, a one-line description where the Intercom action catalog has one, and its slug. The slug is the ID that agents use when they call the action.Read-only
Read-only
- View and search articles
- View and manage companies
- View and search contacts
- View segments
- View and manage admins
- View calls
- View and search conversations
- View notes
- View types
- View collections
- View and create exports
- View and manage jobs
Admins (3)
Admins (3)
Articles (6)
Articles (6)
Attributes (1)
Attributes (1)
Calls (3)
Calls (3)
Collections (2)
Collections (2)
Companies (5)
Companies (5)
Contacts (5)
Contacts (5)
Content (2)
Content (2)
Conversations (3)
Conversations (3)
Events (1)
Events (1)
Exports (2)
Exports (2)
Items (1)
Items (1)
Jobs (2)
Jobs (2)
Logs (1)
Logs (1)
Macros (2)
Macros (2)
Notes (3)
Notes (3)
Objects (1)
Objects (1)
Pages (2)
Pages (2)
Sections (1)
Sections (1)
Segments (4)
Segments (4)
Subscriptions (1)
Subscriptions (1)
Teams (2)
Teams (2)
Tickets (3)
Tickets (3)
Transcripts (1)
Transcripts (1)
Types (3)
Types (3)
Visitors (1)
Visitors (1)
Other actions (4)
Other actions (4)
Read + write (recommended)
Read + write (recommended)
- Create, update, and archive contacts
- Create and update tags
- Create and update articles
- Create and update attributes
- Create and update conversations
- Create, update, and send tickets
- Update admins
- Create and update collections
- Create and manage events
- Create and update pages
- Create and update types
- Create calls
Admins (2)
Admins (2)
Articles (4)
Articles (4)
Attributes (4)
Attributes (4)
Calls (1)
Calls (1)
Collections (2)
Collections (2)
Companies (2)
Companies (2)
Contacts (9)
Contacts (9)
Content (2)
Content (2)
Conversations (5)
Conversations (5)
Events (2)
Events (2)
Exports (1)
Exports (1)
Notes (1)
Notes (1)
Pages (2)
Pages (2)
Sections (1)
Sections (1)
Subscriptions (1)
Subscriptions (1)
Tickets (4)
Tickets (4)
Types (2)
Types (2)
Full access
Full access
- Delete articles
- Delete collections
- Delete companies
- Delete contacts
- Update leads
- Delete pages
- Delete tags
- Delete tickets
- Delete visitors
Connect Intercom
Before you start:- You need an Intercom account that you can sign in to.
- Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open Integrations
Add an integration
Find Intercom
Choose an access level
Click Connect Intercom
Sign in to Intercom
Change the access level
- Under YOUR CONNECTIONS, find the Intercom account.
- Open the account menu (⋯) and click Manage scope.
- Under Default scope, choose the new level.
- Click Save access.
Set access for one agent
Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.- Under YOUR CONNECTIONS, open the account menu (⋯) on the Intercom account.
- Click Manage scope.
- Under Per-agent access, find the agent.
- Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
- Click Save access.
Use more than one Intercom account
Click + Account on the Intercom card to connect another account. Agents use the primary account unless they are asked to use a specific one.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the primary account. It shows ★ PRIMARY.
- To change the primary account, open the account menu (⋯) and click Make primary.
- To tell accounts apart, open the account menu (⋯) and click Rename.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Intercom side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Intercom.
- Sign in to Intercom and approve the request.
Costs
Intercom actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.Troubleshooting
An agent reports that an action is not allowed on this account.- Cause: the action is outside the account’s access level, or outside the level you set for that agent.
- Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.
- Cause: the agent is set to No access under Per-agent access, or the account is not connected.
- Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: resubscribe. See Manage your subscription.
- Cause: the sign-in for that account is no longer valid.
- Fix: use Reconnect on the account.
Common questions
Can I limit what agents can do in Intercom?
Can I limit what agents can do in Intercom?
Can I connect more than one Intercom account?
Can I connect more than one Intercom account?
How do I disconnect Intercom?
How do I disconnect Intercom?