Migration Guide for Agencies

Converge Team

• Updated June 7, 2026

How agencies managing multiple clients can migrate from Intercom to a more cost-effective platform.

Agency Migration from Intercom

Agencies on Intercom typically manage multiple client brands using either separate workspaces or the multi-brand feature within a single workspace (Expert plan only, $132/seat/mo annual). Per-seat pricing across client accounts makes Intercom one of the most expensive options for agencies at scale, especially when Fin AI and Copilot add-ons are needed.

Cost at Agency Scale

Intercom charges per seat regardless of how many brands you manage. An agency with 10 agents on Advanced: $85 × 10 = $850/month (annual billing). On Expert (required for multi-brand): $132 × 10 = $1,320/month. Add Fin AI at 500 resolutions ($495) and Copilot ($29 × 10 = $290): that's $2,105/month. If you use separate workspaces per client instead of multi-brand, each workspace has its own seat charges — 3 workspaces with 5 agents each on Advanced: $85 × 15 = $1,275/month baseline. With flat-rate pricing at $49/month per company account, 5 clients cost $245/month total.

Multi-Brand vs. Separate Accounts

Intercom's multi-brand feature (Expert plan) lets you manage up to 300 brands in a single workspace, each with its own branded Messenger, email addresses, help center, and Fin AI identity. Agents can work across all brands from one dashboard. When migrating, you have two options: use your new platform's workspace isolation (if available) or set up each client as a separate company account. Separate accounts provide stronger data isolation — clients' conversations, contacts, and analytics are completely siloed. Intercom's brand assignment can only be changed manually from the inbox — it cannot be automated via Workflows, Macros, or API.

Client-by-Client Migration Strategy

Migrate your smallest or most flexible client first. Set up their new account, connect their channels (website widget, WhatsApp, Messenger, email), invite their dedicated agents, and run both platforms for 1–2 weeks. Once stable, move to the next client. This limits risk and lets your team learn the new platform on a low-stakes account before migrating larger clients. For each client, the migration typically takes 1–3 days.

What Agencies Lose from Intercom

The main loss is unified multi-brand administration: Intercom's Expert plan lets you manage all client brands from one workspace with cross-brand reporting, brand-specific Fin AI identities, and brand-filtered inbox views. Separate accounts on other platforms mean logging into each client's account individually or using browser profiles. You also lose Intercom's marketplace integrations that may span brands, and any cross-brand workflow automations. If you use Fin AI with brand-specific audiences and content targeting, this customization won't carry over.

Note: Some agencies maintain Intercom for their largest enterprise clients (who need Product Tours, Fin AI, and HIPAA compliance) while switching smaller clients to flat-rate platforms. This hybrid approach reduces overall costs without losing Intercom's enterprise features where they're genuinely needed.

Need the full migration guide?

This page covers migration guide for agencies specifically. For the complete step-by-step migration process:

Read the complete Intercom migration guide

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