Managed
Dashboard-managed connection
Recommended route
What it does
Each completed call finds the caller by exact phone, creates one lead when absent, and attaches a private event-marked call note.
Before you start
Authorize the Intercom workspace where completed-call leads and private notes should land.
What it does not do
A phone call is not marketing consent. This connection cannot start conversations, send messages, change subscriptions, or create campaigns.
Set it up
- Sign in to First AI Employee and open Integrations.
- Authorize the Intercom workspace where completed-call leads and private notes should land.
- Return to First AI Employee. The connected account is now used automatically for this integration.
- Complete one non-production call and confirm the expected result appears exactly once in Intercom.