SendSafely for Intercom: Secure, AI-Driven File Collection

Let Fin do more. With SendSafely’s end-to-end encryption, Intercom’s AI agent can securely collect sensitive files from customers within Messenger. Support stays fast, safe, and fully automated, while customers enjoy seamless, trusted interactions.

Efficiency and security at scale: SendSafely + Intercom.

Turn-Key Data Security for Intercom

End-to-End Encryption

Protect all customer file transfers with advanced encryption technology that keeps sensitive information secure through the entire transfer process. Not even Fin can access the content.

Isolated Data Storage

Files are never stored on Intercom servers – only secure links are shared in conversations, minimizing vulnerabilities and protecting your data.

Granular Access Control & Audit Logs

Ensures only authorized parties can access sensitive data, with comprehensive logging of all views and downloads for complete visibility across all Intercom channels and AI interactions.

Advanced Privacy

Watermarking and restricted file save and print capabilities prevent recipients from downloading or printing shared images and PDF files, maintaining security in both AI-assisted and human-handled conversations.

Automatic File Expiration

Set customizable expiration policies that automatically delete shared files after a specified time period, ensuring data isn't retained longer than necessary across your entire Intercom ecosystem.

Multi-Channel Integration Options

SendSafely App for Intercom Messenger

Built-in, secure file uploads for Intercom Messenger

Fin AI + Automated Workflows

Completely automated secure file collection with Fin.

Dropzone Connector for Intercom

Collect files securely when interacting with customers via email and ticket flows.

SendSafely App for Intercom Messenger

An end-to-end encrypted upload form built directly into Intercom Messenger for native, in-chat secure file collection. Maintains the familiar Messenger interface while adding powerful security features that work seamlessly with human and AI agents.

Zero-Friction Experience

Customers upload files with a single click, without leaving the chat, ensuring a smooth, secure experience. Conversations update automatically when files are submitted, keeping agents and AI systems informed.

Advanced Security

Files can be set to automatically expire according to predefined policy and can be configured with additional security features like download restrictions and watermarking.

Secure Message Encryption

Customers can type secret data into a secure message box instead of, or in addition to uploading files. Perfect for collecting a short string of text, such as a social security number, API key or password.

Large File support

Support for files up to 100GB without compromising speed or security standards.

Fin AI + Automated Workflows

Completely automated secure file collection with Fin and Intercom Messenger. Compatible with Fin Tasks, Custom Answers and Workflows.

AI-Powered Data Collection

Automatically start the secure upload process when Fin detects a customer needs to share sensitive files, then route them to automated workflows or a human support agent once complete.

24/7 File Collection

Enable round-the-clock secure file uploads, improving customer satisfaction with document collection outside of business hours.

Seamless Handoff

When human agents join the conversation, they immediately have access to securely shared files with complete conversation context for a smooth transition from AI to human support.

Security-First Design

Maintain end-to-end encryption throughout the entire conversation flow, ensuring customer data remains protected even when collected through automated AI interactions.

Dropzone Connector for Intercom

Collect files using the Dropzone when interacting with customers via email and ticket flows. Secure file uploads are automatically integrated with your Intercom workflow, maintaining complete conversation context.

Branded Customer Experience

Provide a consistent customer experience when collecting files outside of Messenger with a customized Dropzone portal that matches your brand identity.

Automatic Ticket Updates

Conversations update automatically when files are submitted, maintaining a complete record of all communications.

Maintain Context

Maintain conversation context when files are submitted from external sources. Uploads are automatically associated with the correct conversations, eliminating manual tracking and reducing errors.

Mobile-Friendly File Collection

Perfect for collecting files from customers on mobile devices, ensuring security and ease of use regardless of device type.

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Agent sends email to customer with Dropzone link

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Customer uploads securely via Dropzone form

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Dropzone Connector updates Conversation with secure link

Customer Case Study

Mony Group Delivers Secure, AI-Powered Customer Support at Scale with Intercom and SendSafely

In an industry where compliance, data protection, and customer trust are paramount, UK-based financial services provider Mony Group has taken a bold step: go all-in on AI-first customer support, powered by Intercom’s AI assistant, Fin, and secured end-to-end with SendSafely.

“When we knew we were going with Intercom, we knew we needed to integrate SendSafely.”

— Lee Burkhill, Project Manager, Mony Group

Get Started with SendSafely for Intercom

Ensure Regulatory Compliance

HIPAA

Protect patient health information with controls that satisfy healthcare compliance requirements.

GDPR

Meet European data protection standards for handling personal information.

CCPA/CPRA

Comply with California consumer privacy regulations.

PCI DSS

Secure payment card information with appropriate controls.

FINRA/SEC

Satisfy financial services regulatory requirements.

SOC 2

Maintain compliance with security control standards.

Increase Agent Efficiency

Streamline your customer service workflows with SendSafely's optimized integration.

Large File Size Support

Handle files up to 100GB without the constraints of Intercom’s 20MB file size limit for email attachments. Enable customers to share detailed logs, videos and complex documentation effortlessly.

Reduced Resolution Time

Eliminate the back-and-forth communications requesting alternative file sharing methods, allowing your team to access critical information immediately and resolve tickets faster.

Streamlined Workflow

Files are conveniently linked to their associated tickets, creating a seamless experience for both agents and customers without disrupting your existing processes.

Secure Yet Convenient

Maintain enterprise-grade security while providing a user-friendly experience that requires no technical expertise from your customers or customer facing team.

Security Team Advantages

Complete Visibility

Comprehensive audit logs track all file access and activity.

Granular Access Controls

Define precise access permissions and time limits.

End-to-End Encryption

Keeps files protected throughout their lifecycle.

SendSafely's security-first approach gives your team the tools they need to protect sensitive data without hindering operations. Security professionals gain confidence knowing that every file transfer adheres to best practices automatically.

Key Benefits for Support Teams

Stay in Intercom

No need to switch between applications, keeping workflows streamlined and efficient.

Reduced Training

Intuitive interface requires minimal onboarding for new support team members.

24/7 Secure file Collection

No need to delay secure file collection till a human agent is available.

Faster Resolution

Eliminate the back-and-forth communications requesting alternative file sharing methods, allowing your team and AI agents to access critical information immediately and resolve conversations faster.

Simplified Compliance

Meet regulatory requirements without additional effort or complex procedures.

Get Started with SendSafely for Intercom

Simple Installation

Install from your SendSafely portal, Apps and Integrations page with a few clicks - no complex set up required.

Free Trial

Test all features with our comprehensive free trial options, before committing to a subscription.

Dedicated Support

Receive personalized assistance for enterprise implementation from our expert technical team.

Custom Demo

Contact our team for a personalized demonstration tailored to your specific support workflow needs.