RoadmapAI
Setup guide · ~2 minutes

How to connect Intercom to RoadmapAI

Connect Intercom to pull feature requests out of support conversations, leave your team a private note when one is captured, and tell customers when what they asked for ships.

Before you start
  • ✓A RoadmapAI project (the free trial works)
  • ✓An Intercom teammate with permission to install apps

Step by step

  1. 1

    Open Integrations in your dashboard

    In RoadmapAI, open Integrations from the sidebar and find the Intercom section.

  2. 2

    Click "Connect Intercom"

    Intercom asks you to authorize RoadmapAI for your workspace. It needs to read and reply to conversations and read your teammates.

    Tip: Replies to customers are sent as the teammate who connects the app, so connect with a shared support account if you have one.

  3. 3

    Choose where to look

    Open Configure. "New conversations" reads the message a customer starts a conversation with. "Customer replies" also reads their later messages. Teammate and bot messages are always skipped.

  4. 4

    Leave a note for the team

    Turn on "Leave a note for the team" to add a private note to the conversation when a request is captured, with a link to review it.

    Example
    RoadmapAI captured "PDF export" from this conversation. Review it in your inbox: https://theroadmapai.com/app/…/inbox
  5. 5

    Set up customer replies and save

    Choose which updates reach the customer in the conversation (approval and shipped are the usual picks). Add your own team's emails or domain under "Ignored senders" so test messages are skipped. Click "Save settings".

Use cases

Feature requests buried in support chats

Customers mention ideas while asking for help. RoadmapAI finds them without your agents tagging anything.

What happens Thanks, that fixed it! By the way, can I export the dashboard as a PDF?
What RoadmapAI does Captured as "PDF export", with a private note on the conversation.

Telling customers it shipped

Weeks later, when the item is Completed, the customer gets a reply in their Intercom conversation.

What happens "PDF export" moves to Completed.
What RoadmapAI does "Good news: PDF export is live! Thanks for suggesting it."

Troubleshooting

The workspace shows "Disconnected"

The app was removed from Intercom. Click "Reconnect" to install it again.

Our own test messages are captured

Add your team's email addresses, or the whole domain, under "Ignored senders" in Configure.