Helpdesk migration
Field-level mapping, validation, and rollback between REVE Chat and Intercom. We move data and schema; workflows are rebuilt natively in Intercom.
REVE Chat
Source
Intercom
Destination
Compatibility
10 of 11
objects map 1:1 between REVE Chat and Intercom.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from REVE Chat to Intercom is a model shift, not a simple record copy. REVE Chat treats conversations as the primary object with tickets as a secondary feature, while Intercom inverts this: tickets are the system of record with conversations linked as the customer interaction layer. We resolve that structural difference during scoping, extract conversation threads with full message-level fidelity, and import them as Intercom Tickets with conversation content preserved in the body. Agent profiles migrate to Intercom Teammates with roles preserved. Chatbot flows built in REVE Chat's Visual Flow Builder do not migrate as functional logic; we deliver a written map of every chatbot intent, trigger condition, and response branch for Intercom Fin AI Agent rebuild. Canned responses and saved replies migrate directly. Chat history retention limits by plan tier are verified during scoping to prevent data loss for accounts on Starter (90-day limit) or Growth (365-day limit).
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a REVE Chat object lands in Intercom, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
REVE Chat
Conversation
Intercom
Ticket
1:1REVE Chat conversations migrate to Intercom Tickets as the destination parent record. The full message thread (customer messages, agent replies, system events) loads as the ticket body via Intercom's inbound message simulation method. Each message timestamp preserves the original sequence so the conversation timeline reads chronologically in Intercom. The REVE Chat session_id links as a custom ticket attribute for cross-reference during reconciliation.
REVE Chat
Chat Session
Intercom
Conversation
1:1Each REVE Chat session (with source channel, device info, page context, and outcome) maps to an Intercom Conversation record linked to the parent Ticket. The session channel (web, mobile SDK, Facebook, Viber, WhatsApp, Telegram, voice) maps to Intercom's conversation channel field so that social channel attribution is preserved. Session outcome and page context store as custom conversation attributes.
REVE Chat
Ticket
Intercom
Ticket
1:1REVE Chat ticket records (status, priority, assignee, tags, linked conversation) map to Intercom Ticket with Ticket Type and Ticket Status. Priority (low, medium, high, urgent) maps to Intercom Ticket Priority levels. Tags migrate as Ticket Tags. The REVE Chat conversation link is preserved as a custom attribute so the admin can navigate back to the full transcript after migration.
REVE Chat
Agent
Intercom
Teammate
1:1REVE Chat agent profiles (display name, email, role: admin/supervisor/agent) migrate to Intercom Teammates. Admin and supervisor roles map to Intercom admin permissions; standard agents map to Teammate. Role-based routing configurations in REVE Chat departments transfer to Intercom Team Inbox rules. If the destination Intercom plan has fewer available seats than the REVE Chat agent count, we flag this during scoping so the customer can upgrade before migration.
REVE Chat
Customer
Intercom
Contact
1:1REVE Chat customer profiles (name, email, phone, company, custom labels) migrate to Intercom Contacts. Custom labels map as key-value custom attributes on the Contact. If the customer has both an email and phone on file in REVE Chat, both fields populate in Intercom. Phone number validation is disabled in Intercom during migration per Intercom's migration guidance to prevent records with non-standard formats from failing import.
REVE Chat
Canned Response
Intercom
Saved Reply
1:1REVE Chat saved reply templates with shortcut triggers migrate to Intercom Saved Replies intact. Shortcut keys map to Saved Reply shortcuts. If a REVE Chat canned response references variables or dynamic content, we flag these for manual review because variable syntax differs between platforms.
REVE Chat
Department
Intercom
Team
1:1REVE Chat department records with routing rules map to Intercom Teams. Routing configuration (skill-based routing, department assignment) transfers to Intercom Inbox assignment rules. We verify that the destination Intercom plan supports team-level assignment (available from Professional tier) before mapping Enterprise-tier routing logic.
REVE Chat
Chatbot Flow
Intercom
Fin AI Agent (documentation)
lossyChatbot flows built in REVE Chat's Visual Flow Builder are proprietary logic that does not export in a transferable format. We extract every chatbot flow: trigger conditions, decision branches, response templates, and fallback actions. This becomes a written inventory document that the customer's admin uses to configure equivalent Fin AI Agent behavior in Intercom. We do not migrate chatbot logic as functional code.
REVE Chat
Media Attachment
Intercom
Attachment
1:1Files and images shared within REVE Chat conversations migrate as Intercom Attachments linked to the parent Ticket. We preserve the original filename and MIME type. Attachment URLs pointing to REVE Chat storage are flagged for the customer to download and re-upload to Intercom's file storage or an external CDN, as REVE Chat-hosted URLs are not accessible post-account closure.
REVE Chat
Report Metrics
Intercom
Report
1:1REVE Chat reporting metrics (response time, agent activity, session counts) export as a structured dataset but do not map to Intercom's native reporting format because the underlying object models differ. We deliver a CSV export of available REVE Chat metrics for the customer to import into a BI tool or Intercom's custom report builder post-migration. Cross-object reports spanning conversations and tickets are rebuilt as Intercom Reports by the customer's admin.
REVE Chat
Voice Call Record
Intercom
Conversation (audio channel)
1:1REVE Chat voice call metadata (duration, direction, outcome) migrates to Intercom Conversation records with channel = audio. Call recording URLs from REVE Chat are preserved as custom conversation attributes. We note that Intercom Talk (cloud call center) requires separate infrastructure configuration and is not automatically provisioned during migration.
| REVE Chat | Intercom | Compatibility | |
|---|---|---|---|
| Conversation | Ticket1:1 | Fully supported | |
| Chat Session | Conversation1:1 | Fully supported | |
| Ticket | Ticket1:1 | Fully supported | |
| Agent | Teammate1:1 | Fully supported | |
| Customer | Contact1:1 | Fully supported | |
| Canned Response | Saved Reply1:1 | Fully supported | |
| Department | Team1:1 | Fully supported | |
| Chatbot Flow | Fin AI Agent (documentation)lossy | Fully supported | |
| Media Attachment | Attachment1:1 | Fully supported | |
| Report Metrics | Report1:1 | Fully supported | |
| Voice Call Record | Conversation (audio channel)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
REVE Chat gotchas
Chat history retention is plan-tiered
Seat ceiling limits by plan
Chatbot session limits and AI credits
Social channels are add-on or tier-gated
API documentation and custom endpoint discovery
Intercom gotchas
S3 JSON export omits conversation transcripts
Workspace isolation prevents workflow migration
Fin AI resolution fees compound with automation success
Two-year conversation history limit on historical export
Private app rate limits share workspace quota
Pair-specific challenges
Migration approach
Scoping and plan-tier verification
We audit the source REVE Chat account across plan tier (Free/Starter/Growth/Enterprise), conversation volume, agent count, department structure, canned response count, chatbot flow inventory, and social channel configuration. We verify the plan-tier retention window against the requested history scope and flag any conversations outside the retention horizon. We confirm the destination Intercom plan tier (Starter/Professional/Enterprise) has sufficient seat capacity for the migrating agent count and that required channel provisioning (WhatsApp, Facebook, Telegram) is available on that tier.
Conversation history extraction with retention check
We export REVE Chat conversations in reverse-chronological order starting from the migration start date backward to the retention horizon. Sessions, messages, agent attribution, customer metadata, and tags export per conversation. We verify export completeness against the REVE Chat dashboard counts before proceeding. Any conversations missing from export due to plan-tier aging are logged and presented to the customer before the Intercom import begins.
Intercom workspace provisioning and ticket type configuration
We provision the destination Intercom workspace (or validate the existing workspace) and configure Ticket Types to match the REVE Chat ticket structure. Priority levels, custom ticket attributes, and team inbox assignments deploy via Intercom's API or admin UI. We disable phone number validation on the Intercom workspace before contact import per Intercom's migration guidance to prevent records with non-standard phone formats from failing.
Contact and agent import with deduplication
We import REVE Chat customer profiles as Intercom Contacts with email as the dedupe key. Custom attributes from REVE Chat (custom labels, phone, company) populate in Intercom. Agent profiles import as Intercom Teammates with role-based permissions matching REVE Chat admin/supervisor/agent assignments. Any agents without matching Intercom seats go to a reconciliation queue for the customer's admin to provision before record migration resumes.
Conversation-to-ticket migration in dependency order
We run Intercom import in dependency order: contacts first (required for conversation linking), then conversations as tickets. Each REVE Chat conversation becomes an Intercom Ticket with the full message thread loaded via Intercom's inbound message simulation method, followed by an outbound reply containing the complete transcript. Tags, priority, and assignee map from REVE Chat to Intercom Ticket attributes. Social channel attribution preserves as conversation channel metadata.
Canned response migration and chatbot documentation delivery
REVE Chat canned responses with shortcut keys migrate to Intercom Saved Replies. Chatbot flow documentation (every Visual Flow Builder flow with triggers, branches, response templates, and fallbacks) delivers as a written specification PDF for the customer's admin to use when configuring Fin AI Agent. We do not migrate chatbot logic as functional code. The admin rebuilds chatbot logic in Intercom post-migration.
Cutover, validation, and attachment handoff
We freeze REVE Chat writes during cutover, run a final delta migration of any conversations created or modified during the migration window, then present a reconciliation report. The customer validates a sample of 25-50 tickets against the REVE Chat source. We deliver the attachment download instructions (REVE Chat URLs are not accessible post-cancellation) and a written report and chatbot flow inventory document. We do not rebuild automations, macros (beyond saved replies), or Fin AI Agent configuration as standard scope.
Platform deep dives
REVE Chat
Source
Strengths
Weaknesses
Intercom
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across REVE Chat and Intercom.
Object compatibility
2 of 7 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
REVE Chat: Not publicly documented.
Data volume sensitivity
REVE Chat doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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