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Integrations

Automated Data Collection with Intercom's Fin AI Agent

By combining the power of Intercom’s AI automation and SendSafely security, you can now request and collect sensitive documents from end users in a completely automated fashion.

Brian Holyfield · 2 min read
Automated Data Collection with Intercom's Fin AI Agent

By combining the power of Intercom’s AI automation and SendSafely security, you can now request and collect sensitive documents from end users in a completely automated fashion.

Fin is Intercom’s next generation AI agent that can handle frontline support to free up team members for higher impact work. SendSafely’s fully automated integration with Fin allows your organization to determine when sensitive data is required from your clients, and securely gather those files and messages without the intervention of a human support agent. The sensitive data is protected every step of the way with SendSafely’s end-to-end encryption.

During a chat between Fin and a customer, Fin may determine the need to collect sensitive information to continue the support process. To protect that data, Fin can insert the SendSafely Intercom app directly into the chat conversation.

The SendSafely Intercom app provides a native end-to-end encrypted, mobile friendly upload form directly within the Intercom chat window. The customer can upload files and a secure message without having to navigate away from the conversation. Once the upload is complete, Fin can pass the customer on to further automated workflows or to a human support agent as needed.

This hands free encryption works seamlessly with Fin for Intercom to eliminate repetitive manual tasks and free up your support agents for where they’re really needed.

Automated Data Collection II

The SendSafely app is easy to automate in Intercom, simply insert into bot-based conversations using the ‘Send an app’ step in any Workflow.

Automated Workflow

Check out the video below to get a live view of Fin and SendSafely in action:

For more information on the SendSafely Intercom integration, contact success@sendsafely.com.


SendSafely: Integrated File Transfer for the Apps you Love

If you are looking for a secure way to send or receive files with anyone, or simply need a better way to transfer large files, our platform might be right for you.

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Frequently asked questions

Can the Fin AI agent securely collect sensitive documents from customers?

Yes. With SendSafely’s app for Fin (formerly Intercom), Fin can determine when sensitive data is needed and insert an end-to-end encrypted upload form into the chat, collecting files without a human agent. See the integration.

How do I add SendSafely to a Fin (formerly Intercom) workflow?

Insert the SendSafely app into bot-based conversations using the ‘Send an app’ step in any Workflow. Fin can then present the encrypted upload form when sensitive information is needed.

What does the customer see when Fin requests a file through SendSafely?

The customer sees a native, mobile-friendly, end-to-end encrypted upload form inside the chat window. They can upload files and a secure message without leaving the conversation.

What happens after a customer uploads files to Fin through SendSafely?

Once the upload is complete, Fin can pass the customer on to further automated workflows or to a human support agent as needed.

Why automate sensitive file collection with an AI agent?

Automating collection removes repetitive manual requests from support agents while keeping data protected by end-to-end encryption, freeing agents for higher-impact work.

Written by Brian Holyfield