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intercom-core-workflow-b

'Manage Intercom conversations: create, reply, close, snooze, assign,

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jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
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jeremylongshore--claude-code-plugins-plus-skills--intercom-core-workflow-b
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/intercom-pack/skills/intercom-core-workflow-b/SKILL.md -o .claude/skills/intercom-core-workflow-b.md

Drops the SKILL.md into .claude/skills/intercom-core-workflow-b.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Intercom Conversations & Messaging

Overview

Manage the full conversation lifecycle: create, reply (as admin or contact), assign to teams, close, snooze, and tag. Conversations contain threaded "parts" including messages, notes, and assignments.

This SKILL.md gives you the high-level workflow and the essential skeleton. The complete step-by-step code for all seven operations lives in references/implementation.md; realistic end-to-end scenarios are in references/examples.md.

Prerequisites

  • Completed intercom-install-auth setup (provides the INTERCOM_ACCESS_TOKEN)
  • Admin ID (from client.admins.list())
  • Contact IDs for conversation participants

Authentication

All calls authenticate with a bearer access token supplied to the SDK client — see intercom-install-auth for how to obtain and store it. Read it from the environment, never hard-code it:

import { IntercomClient } from "intercom-client";

const client = new IntercomClient({
  token: process.env.INTERCOM_ACCESS_TOKEN!,
});

The raw run_assignment_rules endpoint (Step 3) uses the same token as an Authorization: Bearer header.

Instructions

The workflow is seven operations against client.conversations.*. Reach for the one you need — they are independent once you have a conversation ID.

  1. Createconversations.create({ from, body }) opens a conversation from a contact and returns its conversationId.
  2. Replyconversations.reply(...) adds a part. type: "admin" is customer-visible, type: "note" is internal-only, type: "user" is a contact reply.
  3. Assignconversations.assign(...) routes to an admin (type: "admin") or team (type: "team"); or POST run_assignment_rules for auto-routing.
  4. Close / snooze / reopenconversations.close(...), conversations.snooze({ snoozedUntil }) (Unix seconds), and conversations.open(...).
  5. Tagconversations.attachTag(...) / detachTag(...).
  6. Retrieveconversations.find(...) returns state, assignee, and the conversationParts thread.
  7. List / searchconversations.list() or conversations.search({ query, pagination, sort }) with AND/OR field filters.

Essential skeleton (create then reply); see references/implementation.md for every step in full:

const conversation = await client.conversations.create({
  from: { type: "user", id: "6657add46abd0167d9419c3a" }, // Contact ID
  body: "Hi, I'm having trouble with my billing. Can you help?",
});

await client.conversations.reply({
  conversationId: conversation.conversationId,
  body: "Hi there! I'd be happy to help. What's the issue?",
  type: "admin",
  adminId: "12345",
});

Output

Each operation returns the affected conversation (or acknowledges the mutation):

  • create → a conversation object exposing conversationId (use it for every follow-up call).
  • reply / assign / close / snooze / open → the updated conversation with its new state and appended part.
  • find → the full conversation: state ("open" | "closed" | "snoozed"), adminAssigneeId, and conversationParts (totalCount + the ordered thread of comment / note / assignment / close / open parts).
  • search / list → a paginated collection of matching conversations, ordered by your sort clause.

Conversation States

State Description Transitions
open Active, awaiting action close, snooze
closed Resolved open
snoozed Deferred until timestamp open (auto or manual)

Conversation Part Types

Part Type Description Who Creates
comment Visible message Admin or contact
note Internal-only note Admin
assignment Reassignment record System or admin
close Conversation closed Admin
open Conversation reopened Admin or contact

Error Handling

Error HTTP Code Cause Solution
not_found 404 Invalid conversation or admin ID Verify IDs exist
conversation_not_found 404 Conversation deleted Handle gracefully
admin_not_found 404 Admin ID invalid Use client.admins.list()
parameter_invalid 422 Missing body or type Include required fields
conversation_closed 400 Action on closed conversation Reopen first

For common errors and debugging, see intercom-common-errors.

Examples

Three end-to-end scenarios are worked in full in references/examples.md:

  1. Handle a billing complaint end-to-end — create → reply → assign to team → close.
  2. Tag, snooze, and follow up — attach a tag, leave an internal note, snooze 24h, reopen.
  3. Audit an open queue — search open conversations for an admin, then inspect a thread's parts.

The billing flow, in brief:

const conversation = await client.conversations.create({
  from: { type: "user", id: "6657add46abd0167d9419c3a" },
  body: "Hi, I'm having trouble with my billing. Can you help?",
});
await client.conversations.assign({
  conversationId: conversation.conversationId,
  type: "team",
  adminId: "12345",
  assigneeId: "team-billing-123",
  body: "Routing to billing team",
});
await client.conversations.close({
  conversationId: conversation.conversationId,
  adminId: "12345",
  body: "Issue resolved! Let us know if you need anything else.",
});

Resources