---
name: intercom-data-handling
description: 'Implement Intercom data handling for GDPR, contact export, data retention,
  and PII.

  Use when handling sensitive data, implementing data export/deletion requests,

  or ensuring compliance with privacy regulations for Intercom integrations.

  Trigger with phrases like "intercom data", "intercom PII",

  "intercom GDPR", "intercom data retention", "intercom privacy", "intercom CCPA",

  "intercom data export", "intercom delete contact".

  '
allowed-tools: Read, Write, Edit
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- support
- messaging
- intercom
compatibility: Designed for Claude Code
---
# Intercom Data Handling

## Overview

Handle sensitive contact data in Intercom integrations with GDPR/CCPA compliance, data export via the Data Export API, contact deletion, PII redaction in logs, and data retention policies.

## Prerequisites

- Understanding of GDPR/CCPA requirements
- `intercom-client` SDK installed
- Database for audit logging
- Familiarity with Intercom's contact and conversation data model

## Data Classification for Intercom

| Category | Intercom Fields | Handling |
|----------|----------------|----------|
| PII | `email`, `name`, `phone`, `location` | Encrypt at rest, redact in logs |
| Identifiers | `id`, `external_id`, `user_id` | Use for lookups, no display |
| Conversation content | `body`, `conversation_parts` | May contain PII, scan before logging |
| Custom attributes | User-defined | Depends on content |
| System metadata | `created_at`, `updated_at`, `role` | Standard handling |

## Instructions

### Step 1: GDPR Data Subject Access Request (DSAR)

Export all Intercom data for a specific user.

```typescript
import { IntercomClient } from "intercom-client";

const client = new IntercomClient({
  token: process.env.INTERCOM_ACCESS_TOKEN!,
});

async function exportContactData(contactId: string): Promise<{
  contact: any;
  conversations: any[];
  tags: any[];
  segments: any[];
  events: any[];
}> {
  // 1. Get contact profile
  const contact = await client.contacts.find({ contactId });

  // 2. Get conversations for this contact
  const conversations = [];
  const convList = await client.conversations.search({
    query: {
      field: "contact_ids",
      operator: "=",
      value: contactId,
    },
  });
  for (const convo of convList.conversations) {
    // Get full conversation with parts
    const full = await client.conversations.find({
      conversationId: convo.id,
    });
    conversations.push(full);
  }

  // 3. Get tags
  const tags = await client.contacts.listTags({ contactId });

  // 4. Get segments
  const segments = await client.contacts.listSegments({ contactId });

  // 5. Get data events
  const events = await client.dataEvents.list({
    type: "user",
    userId: contact.externalId,
  });

  return {
    contact: {
      id: contact.id,
      email: contact.email,
      name: contact.name,
      phone: contact.phone,
      role: contact.role,
      external_id: contact.externalId,
      custom_attributes: contact.customAttributes,
      location: contact.location,
      created_at: contact.createdAt,
      last_seen_at: contact.lastSeenAt,
    },
    conversations,
    tags: tags.data || [],
    segments: segments.data || [],
    events: events.data || [],
  };
}
```

### Step 2: Right to Deletion (GDPR Article 17)

```typescript
async function deleteContactData(contactId: string): Promise<{
  deleted: boolean;
  auditRecord: any;
}> {
  // 1. Export data for audit trail BEFORE deletion
  const exportedData = await exportContactData(contactId);

  // 2. Delete from Intercom
  await client.contacts.delete({ contactId });

  // 3. Delete from local cache/database
  await localDb.intercomContacts.deleteMany({ intercom_id: contactId });
  await localDb.intercomCache.deleteMany({ contact_id: contactId });

  // 4. Record audit entry (required by GDPR to prove deletion)
  const auditRecord = {
    action: "GDPR_DELETION",
    contact_id: contactId,
    contact_email_hash: hashEmail(exportedData.contact.email), // Hash, don't store
    deleted_at: new Date().toISOString(),
    data_sources_purged: ["intercom", "local_cache", "local_db"],
    conversations_affected: exportedData.conversations.length,
  };

  await localDb.auditLog.insert(auditRecord);

  return { deleted: true, auditRecord };
}
```

### Step 3: Intercom Data Export API (Bulk)

```typescript
// Export all messages for a date range (bulk export)
async function bulkExportMessages(
  startDate: string,
  endDate: string
): Promise<string> {
  // POST /export/messages/data
  const response = await fetch("https://api.intercom.io/export/messages/data", {
    method: "POST",
    headers: {
      Authorization: `Bearer ${process.env.INTERCOM_ACCESS_TOKEN}`,
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      created_at_after: Math.floor(new Date(startDate).getTime() / 1000),
      created_at_before: Math.floor(new Date(endDate).getTime() / 1000),
    }),
  });

  const data = await response.json();
  // Returns: { job_identifier: "abc123", status: "pending", download_url: null }

  // Poll for completion
  return data.job_identifier;
}

async function checkExportStatus(jobId: string): Promise<{
  status: string;
  downloadUrl?: string;
}> {
  const response = await fetch(
    `https://api.intercom.io/export/messages/data/${jobId}`,
    {
      headers: { Authorization: `Bearer ${process.env.INTERCOM_ACCESS_TOKEN}` },
    }
  );

  const data = await response.json();
  // When complete: { status: "complete", download_url: "https://..." }
  // Download URL provides a CSV file
  return { status: data.status, downloadUrl: data.download_url };
}
```

### Step 4: PII Redaction in Logs

```typescript
// Fields to always redact from log output
const PII_FIELDS = new Set([
  "email", "name", "phone", "location", "ip_address",
  "custom_attributes.address", "custom_attributes.ssn",
]);

function redactIntercomData(data: Record<string, any>): Record<string, any> {
  const redacted = { ...data };

  for (const field of PII_FIELDS) {
    const parts = field.split(".");
    let current: any = redacted;
    for (let i = 0; i < parts.length - 1; i++) {
      current = current[parts[i]];
      if (!current) break;
    }
    if (current && current[parts[parts.length - 1]]) {
      current[parts[parts.length - 1]] = "[REDACTED]";
    }
  }

  return redacted;
}

// Use in all logging
console.log("Contact data:", redactIntercomData(contact));
// Output: { id: "abc", email: "[REDACTED]", name: "[REDACTED]", role: "user" }
```

### Step 5: Data Retention Policy

```typescript
// Retention periods for cached Intercom data
const RETENTION = {
  contact_cache: 30,      // days - cached contact profiles
  conversation_cache: 90,  // days - cached conversations
  webhook_events: 30,      // days - processed webhook records
  audit_log: 2555,         // days (7 years) - compliance requirement
  data_export: 7,          // days - export download files
};

async function enforceRetention(): Promise<{ deleted: Record<string, number> }> {
  const results: Record<string, number> = {};

  for (const [type, days] of Object.entries(RETENTION)) {
    if (type === "audit_log") continue; // Never auto-delete audit logs

    const cutoff = new Date();
    cutoff.setDate(cutoff.getDate() - days);

    const result = await localDb.collection(type).deleteMany({
      created_at: { $lt: cutoff },
    });

    results[type] = result.deletedCount;
  }

  return { deleted: results };
}

// Schedule daily at 3 AM
// cron: "0 3 * * *"
```

## Data Minimization

```typescript
// Only sync the fields you actually need from Intercom
async function syncContactMinimal(contactId: string) {
  const contact = await client.contacts.find({ contactId });

  // Store only necessary fields
  return {
    intercom_id: contact.id,
    external_id: contact.externalId,
    role: contact.role,
    plan: contact.customAttributes?.plan,
    last_seen_at: contact.lastSeenAt,
    // DO NOT store: email, name, phone, location
  };
}
```

## Error Handling

| Issue | Cause | Solution |
|-------|-------|----------|
| Export job stuck in "pending" | Large dataset | Poll every 30s, timeout at 1h |
| Deletion returns 404 | Already deleted | Log and continue (idempotent) |
| PII in conversation bodies | User-submitted content | Scan with regex, redact in logs |
| Audit log gap | Failed write | Use write-ahead log or queue |

## Resources

- [Data Export API](https://developers.intercom.com/docs/references/rest-api/api.intercom.io/data-export/data_export)
- [Contacts API](https://developers.intercom.com/docs/references/rest-api/api.intercom.io/contacts)
- GDPR Guide
- [Intercom Privacy](https://www.intercom.com/privacy)

## Next Steps

For enterprise access control, see `intercom-enterprise-rbac`.
