Inventory your current setup
Write down the Intercom plan, billable teammates, AI usage and any separate calling or ticket tools. Use a recent invoice and the current renewal terms. Published entry prices can have a different billing interval or scope from your contract.
Map your workflows
Identify how you handle website chat, email, calls, social messages, knowledge and handoffs. Test your busiest workflows in Message. Include the exceptions: a customer with several open requests, a private note and an agent who only covers one department.
Price the destination
Message core Inbox plans include five support agents. Confirm the products, AI options and usage services needed for your team on the pricing page. If you need a different staffing arrangement, confirm that before treating an estimate as a purchase quote.
Plan the move before cancelling
Review the Intercom migration guide, import a representative sample and check ownership, timestamps and conversation visibility. Reconnect live channels deliberately. Keep the old system available until you have checked the historical data and the first live replies.
Keep going
Put the next step into practice, or ask us about your setup.