Skip to content
Home Solutions Helpdesk security
Helpdesk security

Encrypted file exchange built into your helpdesk.

SendSafely is the encryption layer for Zendesk, Salesforce, Intercom, Freshdesk, and ServiceNow. Customers send sensitive files into the same ticket your agents already work in — end-to-end encrypted, never stored unprotected.

Request Demo Browse integrations
The problem

Helpdesks weren't built to hold sensitive files.

Helpdesks are purpose-built for customer support, not for securing highly sensitive customer files. As agents increasingly collect IDs, financial documents, and other confidential information, organizations need security controls that go beyond what a helpdesk was designed to provide.

Standard Attachment Security

Helpdesks store files using vendor-managed encryption. For organizations handling sensitive data, additional attachment protections such as end-to-end encryption, automated expiration, download restrictions and  watermarking significantly reduce exposure.

Over-Broad Agent Access

Typically, an agent who can open a ticket can open every file attached to it. Tier-1 reps may see KYC documents, billing disputes, and medical claim uploads they have no need to view under least-privilege policy. Sensitive files need additional access controls.

Large Blast Radius

Phishing and social-engineering attacks land in helpdesks daily. When attackers gain access, sensitive attachments can become high-value targets. Enhanced attachment security and access controls limit the blast radius of a compromised agent account.

How it works

Encrypted file exchange, inside the ticket.

SendSafely installs as a native app inside your helpdesk. Agents request files, customers upload them, and the ticket links to the encrypted transfer — without your helpdesk ever holding the file itself.

acme.zendesk.com / agent / tickets / 48217
JR
Jordan R. · Account verification
Agent reply · encrypted via SendSafely
Agent · step 1
Hi Maria — to verify your account I need a photo of your government ID. Use the secure link below; your file will be end-to-end encrypted before it leaves your device.
SendSafely secure upload
End-to-end encrypted · step 2
Active
Customer · step 3
ID_front.jpg uploaded · encrypted · ticket auto-updated.
1
Agent triggers a secure link

From inside Zendesk, Salesforce, or Freshdesk, the agent clicks "Request file" — no context switch, no separate portal. SendSafely generates a ticket specific encrypted upload link.

2
Customer uploads, encrypted in-browser

The customer uploads through a branded, mobile-ready widget. Files are encrypted with a 256-bit Client Secret in their browser before anything leaves the device.

3
Ticket references the transfer

The ticket records a link to the encrypted package — never the file itself. Agents view on demand with identity controls, and every action is audit-logged.

Compatible helpdesks

Native apps for the helpdesks you already run.

Install from your helpdesk marketplace in minutes. No code changes, no proxy. The encrypted file lives next to the conversation it belongs to.

What you get

The encryption layer your helpdesk is missing.

SendSafely brings the security controls regulated teams need — verification, encryption, audit, and scale — right inside the ticket.

Stays inside the helpdesk UI

Agents never leave Zendesk, Salesforce, Intercom, or Freshdesk to send or request a file. No second tool to learn, no context switch, no copy-pasted links — just a secure attachment that looks like every other ticket reply.

Identity verification before download

Verify identity before the encrypted link unlocks. Mitigates social-engineering attacks where attackers reply to a ticket thread and ask agents to "resend that document."

Full audit trail, exportable

Every upload, download, identity check, and expiration is timestamped against the ticket. Stream events to your SIEM, push to compliance reporting, or hand a clean log to auditors on demand.

Files up to 100 GB

Chunked, resumable uploads handle anything from a 2 MB ID photo to a 100 GB log bundle from an enterprise IT ticket. No helpdesk attachment limits to design around, no email handoffs for "big" files.

Use cases

Built for the industries that can't afford a leaked attachment.

Customer-service and IT teams in regulated industries use SendSafely to keep sensitive document exchange compliant — without forcing customers off the channel they started in.

Financial services

KYC documents, dispute evidence, signed agreements, and statements collected inside support tickets — under PCI DSS and SOC 2 controls.

Healthcare

Insurance cards, prescriptions, lab results, and prior-authorization forms handled under HIPAA — with a BAA from SendSafely on Business and Enterprise.

Insurance & claims

Policy documents, claim photos, and proof-of-loss evidence collected from claimants through the same ticket the adjuster is working in.

IT helpdesk

Crash dumps, system logs, and configuration exports from employees and contractors — encrypted before they enter the ticketing system.

Who signs off

Three desks, one helpdesk integration.

A helpdesk app gets installed when Support wants it, IT can ship it, and Security can defend it. This one passes all three.

For support teams

Encrypted file collection right inside the ticket.

Your agents request, receive, and send sensitive files inside Zendesk, Freshworks, Intercom, or Salesforce tickets — no tab switch, no copy-paste. Customers see a clean upload widget, not a third-party portal. Resolution times drop. Compliance keeps its audit trail.

Zendesk · Intercom · Salesforce
See HALO for support
For IT teams

Deployable in a day. Operable on autopilot.

One-click install from each helpdesk marketplace. SAML 2.0 + SCIM for identity. Audit log API your SIEM ingests directly. No app to host. No key escrow to manage. One vendor across four helpdesks plus email and AI — not five.

SAML 2.0 · SCIM · audit log API · REST + SDKs
Read the architecture
For security & compliance

Limit blast radius by design.

Encryption happens on the customer's device before any helpdesk platform sees the file. Limit blast radius across vendor-risk surface: a breach of Zendesk, Salesforce, Intercom, or SendSafely itself produces ciphertext, not data. Least-privilege by default. Data sovereignty in US, EU, or AU.

SOC 2 Type 2 · HIPAA · PCI DSS · GDPR
Read the security overview
Audited annually for regulated industries
SOC 2 Type 2 HIPAA PCI DSS GDPR CCPA
Related

Keep exploring.

Make your helpdesk safe for sensitive files.

Talk to our team about deploying SendSafely inside Zendesk, Salesforce, Intercom, or Freshdesk. 

Request Demo