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Document Requests in the Intercom Inbox

If your client conversations happen in Intercom, the moment you need a document is usually mid-conversation — a client asks a question, and the answer depends on a form they haven't sent yet. FolioReady's Intercom Inbox app lets you request that document without leaving the conversation. The FolioReady panel lives inside your Intercom inbox, shows you what you already hold for the person you're talking to, and sends a new request from one of your templates in a couple of clicks.

intercom-inbox-app

Why Use the Inbox App?

Stay in the conversation

Requesting a document used to mean leaving Intercom, opening FolioReady, finding the client, and starting a request — then coming back to the conversation. The Inbox app removes the round trip. The request happens where the conversation is, so you keep your place and your client keeps your attention.

The contact's document history, right there

Open a conversation and the panel shows that contact's folios and where each one stands. Before you ask for anything, you can see what's already been requested and what's still outstanding — no searching, no second tab.

New contacts become clients automatically

Not everyone you talk to in support is a FolioReady client yet. You don't have to add them first. Sending a request creates the client for you from the contact's name and email, so a support chat turns into a document request in one step — and contacts you only ever chat with never clutter your client list.

Nothing extra to install

The panel uses the Intercom connection you already have. Connect Intercom to FolioReady once, and the Inbox app is simply there — no separate app to add and no new permissions to approve.

How It Works

See what's on file

Open a conversation. The FolioReady panel lists the contact's folios with their current status, so you know at a glance what you've already asked for.

Send a request from a template

Pick one of your published request templates and press Send request. FolioReady creates the folio and emails your client a secure link to their portal — the same trusted request email you send from FolioReady everywhere else. If you keep a single template, there's nothing to choose; it's one button.

The client responds as usual

Your client gets the email, opens their portal, and uploads what you asked for — exactly the same experience as a request sent from anywhere else in FolioReady, with the same reminders and the same portal. The request you started from Intercom is an ordinary folio; it just began in a different place.

Getting Started

  1. Connect Intercom to FolioReady under Settings → Integrations (if you haven't already).
  2. Open a conversation in your Intercom inbox and find the FolioReady panel.
  3. Pick the request template you need — or press Send request if you have one.
  4. FolioReady creates the folio and emails your client their portal link.
💡 A few things worth knowing

The request is emailed to the address on the Intercom contact, so a contact with no email address can't be sent one — the panel tells you when that's the case. Only your published templates appear, so you can't accidentally send a draft. And if a request for the same template is already waiting on that client in the conversation, the panel says so rather than sending a second email.

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