Intercom

Guidelines to add and index your private Intercom Knowledge Source

Prerequisite - Integrating with Intercom

To index your Knowledge Source, you must integrate your Intercom account with ClearFeed. Begin this on the ClearFeed web app:

Navigate to Settings from the nav-bar, and proceed to the Integrations tab.
Within the list of available integrations, locate and select Intercom.
Click on Connect button.
You will be redirected to Intercom login. Sign in using the account you want to integrate with ClearFeed.
Once you sign in, you will need to authorize ClearFeed to integrate with Intercom by clicking on Authorize Access
You will then be redirected to the ClearFeed web app where you will get a success message.

With the integration complete, you can now index your Knowledge Source:

Step 1: Add your first Knowledge Source

From the left navigation bar on the ClearFeed WebApp, go to AI > Knowledge Sources.
Hover over the "Add Knowledge Source" dropdown at the top right corner to select Intercom.
A side drawer will appear, prompting you to provide specific details:
- Name: Assign a title for the Knowledge Source to be displayed on ClearFeed.
- Tags: Use tags to categorize and structure each Knowledge Source. Customize these based on your needs.
- Auto Reindex Regularly: When enabled, the particular knowledge source will reindex once every 24 hours.
After saving, the Knowledge Source will either start indexing immediately (reflected by an In Progress status) or will be picked soon (reflected with an Initiated status). Get more details on Managing Knowledge Sources here.
Reindexing Intercom Docs - To reindex Intercom documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.

Once you've configured the knowledge sources, learn how to build and use AI Agents

Once the status of the knowledge source has been indexed, learn more on how to manage the knowledge source below.

Last updated 5 months ago