The Settings page is where you can find all your Intercom workspace settings in one accessible area. This offers you a clear view of Intercom's configurations, streamlining the setup process for your workspace, and enabling you to customize Intercom to suit your unique needs.
Find the settings page
Navigate to the settings icon in the primary navigation menu in the bottom left corner of your screen. Here, you'll find the Settings dashboard where all settings have been categorized and grouped by color.
Navigate settings
You can scroll through the categories and click on each icon to open the corresponding setting. To return back to the main Settings menu, just click on Settings link in the top right corner:
Some settings have multiple tabs across the top to help you configure different elements. For example, Security data includes configurations for Workspace, Messenger and Attachments.
Don't forget to save any changes you've made before navigating away from the settings page.
Workspace settings
Workspace settings are presented by the following categories. We’ll go through what each of them contains and how to manage them below.
Workspace
General
Teammates
Office hours
Security
Subscription
Billing
Usage
Channels
Intercom Messenger
Fin AI Agent
Reply settings
Integrations
Zendesk/Salesforece integration (depending on the integration)
Data connectors
Authentication
Data
Tags
People data
Audiences
Company data
Conversation data
Personal
Details
Account security
Account access
Workspace
This is where you manage your workspace general settings including its name, languages, teammates, etc.
General
Here you can configure your workspace General settings:
Workspace name & time zone
Here's where your workspace name is specified and where you can update it. You app ID is unique for your workspace - you can copy your app ID to use it in integrations. You can also update your timezone here which will affect time-dependent features across Intercom.
Languages
You can set your default and supported languages for customer communication across channels.
AI Inbox Translations beta
Enable AI Inbox Translations to automatically translate conversations/tickets, so teammates can respond in their preferred language while assisting customers in theirs.
Glossary beta
Upload your glossary file in CSV format to have more control over how terms are translated when using AI Inbox Translations and multilingual workflows.
Delete workspace
Protecting your rights to your data is critical to our mission at Intercom. Here you can delete your workspace by entering your full name and confirming the deletion.
This action is irreversible, and will delete all of your data within 14 days of confirmation.
Teammates
You can manage the data associated with your teammates in Settings > Workspace > Teammates section of your workspace.
On the Teammates tab you can view a full list of your teammates with their email address. Here you can update their permissions (Full Access or View Only permission levels are available), enable or disable Fin Copilot seat for each teammate. If you require two-factor authentication (2FA) when you sign in into your Intercom account, 2FA recovery code can be sent from this tab when needed. And here you can also add and remove teammates from the workspace.
Invited tab will show you a list of your teammates with a pending signup. Once you add your teammates, they will be sent an email with an invitation to join your workspace, but you can also share their invite link directly with them by copying the invite link from, resend them an invitation or revoke it.
You can see the actions you and your teammates take in Intercom like setting messages live, logging in and more under Activity logs tab.
Office hours
In Settings > Workspace > Office hours you can set up your workspace default office hours as well as hours for specific teams in Custom office hours tab. Here you can also specify your team reply times and set up workflows for Fin AI Agent to step in when your team is offline.
Security
You can configure all security settings for your workspace and data in the Settings > Workspace > Security.
In the Workspace tab you can configure your identity provider and require secure authentication methods, specify a security contact for your workspace, prevent unauthorized access by restricting which IP addresses can access your workspace as well as set a custom session to force teammates to re-authenticate after a set period of time.
You can protect your Messenger and user sessions against cross-user impersonation, session theft and more by authenticating users in the Messenger with JSON web tokens (JWTs) in the Messenger tab.
You can control how attachments are used, allow or disable the ability for customers to upload attachments in the Attachments tab.
Subscription
All the settings to manage your subscription in one place.
Billing
Check your subscription details, billing period charges, view your invoices and update your payment details and billing contacts in the Settings > Subscription > Billing.
Usage
You can always view your billed usage for Fin Resolutions and Copilot seats as well as set usage alerts and limits in the Settings > Subscription > Usage.
Channels
Here's a menu to set up your Intercom Messenger.
Intercom Messenger
You can customize, preview and manage your Messenger settings in the Settings > Channels > Intercom Messenger section. Check out the following guide to learn how.
Fin AI Agent
Customize Fin AI Agent to give customers the experience you want them to have.
Reply Settings
Customize Fin's identity, reply buttons (for email, WhatsApp, and social channels), control Fin's multilingual support and choose formal or informal pronouns for all applicable languages in Settings > Reply settings.
Note: Reply buttons are not used for Intercom Messenger or Zendesk Messenger conversations. Learn more.
Integrations
Zendesk/Salesforce integration
Depending on your platform, you'll find the corresponding settings in the Settings > Integrations > Zendesk/Salesforce integration menu.
Zendesk integration:
Zendesk API
Zendesk Conversations API
Sync data from Zendesk
Your Zendesk schedules
Salesforce integration:
Connect with Salesforce
Set permissions for Fin in Salesforce
Connect with Salesforce In-App Messaging
Sync data from Salesforce
Data connectors
Data connectors automatically give personalized answers to customers, by connecting to data in external systems. Create data connectors in the Settings > Data connectors to connect your live external data to Intercom.
Authentication
In the Settings > Authentication section you can create new authentication tokens as well as view their names and types.
Data
These tabs store your workspace data about tags, people, targeting audiences, company and conversation data.
Tags
In the Settings > Tags section you can view a list of your workspace tags, create new tags, edit and archive existing tags.
People data
Settings > People data section allows you to manage your people attributes. Here you can view your list of people attributes (system, synced and custom attributes), create new attributes, change their format and archive them.
Audiences
You can create audience groups in the Settings > Audiences section and apply them to your content. Fin AI Agent will then generate answers relevant for them.
Company data
Manage your attributes across companies in Settings > Company data.
Conversation data
Manage all your conversation attributes in Settings > Conversation attributes. Here, you can view the list of your conversation attributes, create and edit them.
Personal
Your workspace personal settings can be managed in this category.
Details
Create your profile: set your email address, profile picture, language and theme in Settings > Personal > Details.
Account security
Configure security settings for your account in Settings > Personal > Account security. In this menu, you can update the email address associated with your Intercom account, change your password, enable 2FA, view your active login sessions and enable AI translation settings that will automatically translate messages into the language set as your workspace default, ensuring smooth conversations without manual adjustments.
Account access
In the Settings > Personal > Account access section you can allow Intercom Support team to access your account for troubleshooting and support. Once you click the button to confirm your approval, access is approved for 14 days, after which it will expire automatically. At any time you can also revoke access.