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.
Note: The "Complete your setup" prompt is part of the onboarding checklist and will remain visible until all required setup steps are completed. There's no manual toggle to dismiss it — it disappears automatically once setup is finished.
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.
Note: 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
Email and Domains
Multilingual
Subscription
Billing
Usage
Channels
Fin Messenger
Salesforce cases / Zendesk tickets / etc
Phone
Fin AI Agent
Reply settings
Integrations
Error logs
Data connectors
Authentication
Data
Your helpdesk data (Salesforce/Zendesk/etc.)
Tags
People data
Audiences
Company data
Conversation data
Topics
Personal
Details
Account security
API tokens
Account access
Multilingual
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.
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 > Teammates section of your workspace.
The Teammates tab gives you a full list of your teammates with their email address. Here you can update their permissions, enable or disable Fin Copilot seat for each teammate. Three default roles are available — Full Access, View Only, and No Access — and you can also create custom roles with fine-grained control over exactly what each teammate can see and do. 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.
The 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.
The Roles tab allows you to create custom roles and set granular permissions for these roles which teammates can then be assigned.
The SCIM Provisioning tab allows you to manage SCIM groups (if you have enabled SCIM in provisioning settings).
The Activity logs tab allows you to see the actions you and your teammates take in your Fin workspace like setting messages live, logging in and more.
Office hours
In Settings > 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.
After configuring your office hours, you can streamline workflow rules by creating branch conditions like During office hours is true to assign conversations to human agents or direct them to a Zendesk agent for ticket creation. For queries outside office hours, set up the Else condition to allocate conversations to Fin for automated handling. This ensures seamless customer support throughout the day.
Security
You can configure all security settings for your workspace from Settings > 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 who can send attachments in the Attachments tab. Disable uploads for all users, or define audience rules based on user attributes (such as role or plan) to restrict uploads to specific segments only.
You can control how and when your customers are verified before Data Connectors run external requests in Fin, Workflows and the Inbox in the Customer authentication tab. Set rules for each channel and audience to control the verification method.
Multilingual
Set up and manage your multilingual settings including supported languages from Settings > Multilingual.
On the General tab, you can set your default and supported languages for customer communication across channels. You can also enable AI Inbox translations on the Inbox view for all your Fin conversations and set your translation tone preferences. Messages will be automatically translated into the language set as your workspace default, ensuring smooth conversations without manual adjustments.
On the Glossary tab, you can customize AI Inbox Translations for specific words by adding them to your glossary.
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 > 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 > Usage.
Channels
Here's a menu to set up your channels for Fin, including Fin Messenger, Phone (Fin Voice) and your helpdesk specific channels like Salesforce cases or Zendesk tickets.
Fin Messenger
You can customize, preview and manage your Fin Messenger settings in the Settings > Fin Messenger section. Check out the following guide to learn how.
Phone
You can set up and manage phone and messenger calls for Fin Voice in the Settings > Phone section.
Fin AI Agent
Customize Fin AI Agent to give customers the experience you want them to have.
Reply settings
Customize Fin's identity, control Fin's multilingual support, control Fin's email responses, and choose formal or informal pronouns for all applicable languages in Settings > Reply settings.
Integrations
Error logs
View error logs to see and fix problems with your integration in Settings > Error logs.
Data connectors
Data connectors automatically give personalized answers to customers, by connecting to data in external systems. Create data connectors in 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.
Note: When adding new tokens you need to complete all fields including entering a "token title" before saving.
Data
These tabs store data about your helpdesk, tags, people, targeting audiences, company and conversation data.
Helpdesk data
Depending on your platform, you'll find the corresponding settings in the Settings > [your helpdesk] data.
Zendesk integration
Zendesk API
Zendesk Conversations API
Zendesk end user authentication
Pull fields from Zendesk
Push data from Fin to Zendesk
Pull schedules from Zendesk
Pull brands from Zendesk
Salesforce data
Record matching
Pull data from Salesforce
Push data to Salesforce
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.
Topics
Manage Al-generated topics for your support conversations in Settings > Topics. Learn more about AI-generated topics.
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 > Details.
Account security
Configure security settings for your account in Settings > 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.
API tokens
Manage API tokens that allow apps to access Fin in Settings > API tokens.
Account access
In the Settings > Account access section you can allow our 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.
Multilingual
From the Settings > Multilingual section you can configure the AI translation settings for your personal account.
This allows individual teammates to configure their preferred settings for AI translations on the Inbox and any of their familiar languages to skip translation (if you've enabled AI Inbox translations for your workspace).
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