Article Summary
Integrate your Intercom account with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates.
Estimated Time
5 minutes
Prerequisites
Administrator or Content Manager permissions in AutoRFP
Access to Intercom account with appropriate permissions
Intercom admin approval (may be required for some organizations)
Understanding of which Intercom content contains relevant documentation
Step-by-Step Instructions
Step 1: Create Intercom Connection
When importing from Intercom, you link AutoRFP to your Intercom account. Each account you link is called a connection.
Navigate to your AutoRFP dashboard and select Add Content.
Select Import Documentation.
Click Activate an Integration and select Intercom. The integration will automatically appear if you've activated the integration in your Organizational Settings.
Click Connect Account.
Step 2: Grant Permissions
You will be redirected to Intercom to grant necessary permissions.
Review the requested permissions.
Click Accept or Approve to authorize the connection.
Step 3: Select Content to Import
Navigate back to AutoRFP after granting permissions.
Browse through your Intercom content in the file selector.
Select the articles or content you would like to import.
Click Select or Import to confirm your selection.
Step 4: Confirm Import
Wait for AutoRFP to confirm the import with Intercom.
You will see a green confirmation message when the import is successful.
Click Continue to proceed.
Step 5: Configure Content Settings
Review imported documents in your content library.
Assign tags to organize imported content (optional).
Documents are now available for use in projects.
IMPORTANT: Review your content library to confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.
💡 Tips & Best Practices
Wait for initial import to finish syncing before adding more content
Use tags to organize imported Intercom content for easy filtering
Review Intercom content structure before importing
✋🏼 Common Mistakes to Avoid
Importing too many folders simultaneously - may cause import to fail
Not waiting for sync to complete before importing additional content
Not obtaining Intercom admin approval when required
Forgetting that imported content cannot have editable snippets - use manual import for editable content needs
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en