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swap_horizMigration Guide

Switch from Intercom to SkedX Flow

No more per-resolution AI fees. Get GPT-4o chatbot, WhatsApp Business API, and native CRM integration with flat per-user pricing. Most teams complete the switch in 2-3 days.

scheduleEstimated migration time: 2-3 days

Step-by-Step Migration Guide

Follow these six steps to move from Intercom to SkedX Flow. Plan for 2-3 days depending on automation complexity.

1

Export Contacts and Companies from Intercom

schedule20 minutes

Go to Intercom Contacts, use filters to select all contacts, then click Export. Repeat for Companies. Download both CSV files. This includes names, emails, phone numbers, tags, custom attributes, and company associations.

2

Export Conversation Data

schedule30 minutes

Navigate to Intercom Settings > Workspace Data and request a data export. This generates CSV files of conversation records including timestamps, participants, and message content. Use this as your historical archive.

3

Set Up Your SkedX Flow Account

schedule30 minutes

Create a SkedX Flow account, configure your workspace with team members and permissions, set up your web chat widget, and connect WhatsApp, Instagram, or SMS channels as needed.

4

Map and Import Contacts

schedule20 minutes

Upload your Intercom CSV exports to SkedX Flow using the bulk import tool. Map Intercom fields (name, email, phone, company, tags, custom attributes) to SkedX Flow fields. The importer handles duplicate detection and field validation automatically.

5

Recreate Automation Flows

schedule2-4 hours

Rebuild your key Intercom Series and custom bot flows in SkedX Flow visual flow builder. Start with your highest-traffic automations first. SkedX Flow AI nodes can often simplify multi-step Intercom Series into fewer steps.

6

Test and Go Live

schedule1-2 hours

Test each channel (web chat, WhatsApp, Instagram), verify contact data imported correctly, confirm automation flows trigger properly, and ensure your team is comfortable with the new shared inbox before decommissioning Intercom.

What Transfers and What Does Not

Intercom is a broad platform with many products. Here is exactly what you can bring to SkedX Flow and what stays behind.

check_circle

What Transfers

checkContacts (names, emails, phone numbers)
checkCompanies and associations
checkTags and segments
checkCustom attributes
checkConversation data (CSV export for records)
info

What Does Not Transfer

closeIntercom Articles / Help Center

Intercom Articles is a separate knowledge base product. Content can be manually migrated to your preferred help center tool or used with SkedX Flow AI chatbot training.

closeCustom Bots and Series

Intercom Series and custom bots use a proprietary format. Recreate key flows in SkedX Flow visual builder. AI nodes may simplify your existing logic.

closeProduct Tours

Intercom Product Tours is a standalone feature with no equivalent in messaging platforms. Consider a dedicated product tour tool like Appcues or Pendo.

closeIntercom Fin AI training data

Fin AI configuration and training data is specific to Intercom. SkedX Flow GPT-4o chatbot can be trained on your knowledge base content separately.

Intercom vs SkedX Flow

Key differences that drive teams to switch from Intercom to SkedX Flow.

FeatureSkedX FlowIntercom
Pricing ModelcheckFlat per-user, no per-resolution feescheckPer-seat + per-resolution AI fees
AI ChatbotcheckGPT-4o powered, included in plancheckFin AI at $0.99 per resolution
WhatsApp Business APIcheckFull API with official BSP partnershipcheckVia third-party integration only
Native CRMcheckBuilt-in SkedX CRM connectioncheckBuilt-in contact management (no full CRM)
Help Center / ArticlescheckAI chatbot trained on your docscheckFull Articles product with SEO
Product TourscancelcheckBuilt-in Product Tours feature

Data sourced from official product pages and documentation as of March 2026. Features and pricing may change.

Migration FAQ

Common questions about switching from Intercom to SkedX Flow.

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