Link + code by email
- It is the option selected by default
- The recipient requests a six-digit code
- The code goes to the email you entered and expires in 10 minutes
Confidential sends
Confidential sends lets you hand a password, a login or a private detail to one specific person through a temporary link. Your browser encrypts the message before it leaves, the recipient opens it without creating an account, and the message is deleted once they are done with it.
- Encrypted in your browser before it is sent
- Your recipient does not need an account
- Deleted when they finish, or within 48 hours at most
The AgentticCRM Confidential sends screen, with fictitious data: a new send with the recipient's email and a temporary password typed in the private message; the privacy options open, with access by link and emailed code, deletion when the recipient confirms they are done and the notice that the message expires 24 hours after it is sent; and the My sends list, with one send available until it expires and the button to revoke it, one deleted, one revoked and one expired, whose recipient details are already erased.
How a confidential send works
-
Enter the email and the message
Open Confidential sends and enter the recipient's email and the private message. By default, access is protected with a code that will reach them by email.
-
Click Send confidential message
Your browser encrypts the text before it leaves your computer, and AgentticCRM emails an invitation to the address you entered.
-
Your recipient requests a code
They open the invitation, click Send me a code and enter the six-digit code they receive. Then they click View message.
-
They use it and close it
They can copy the text with the Copy message button. When they click I no longer need this message and confirm, the message is deleted.
Choose how the message opens
All three options are under Privacy options, next to the form. In every case, the recipient's email is required.
Link only
- Opens with the full link, no code needed
- Anyone who has that link can open it
- Expires and is deleted just like the other options
Link + separate key
- The link goes by email and you share the key separately, for example by phone
- The key is never sent to AgentticCRM
- Save it when you create the send: it cannot be recovered later
With any of the three, the message is decrypted in the recipient's own browser.
You decide when the message is deleted
By default, the message is deleted as soon as the recipient confirms they are done. Under Privacy options you can change that moment to when they use the Copy button or as soon as the message is displayed, and choose whether it is erased right away or 24 hours later.
If that action never happens, the message expires 24 hours after it was sent. No combination keeps it available for more than 48 hours, and repeating the action does not extend the deadline.
- 24hours to use the message before it expires
- 48hours at most until it is deleted
- 10minutes each access code stays valid
Follow every send from the My sends list
In My sends you see who each message went to, when, and where it stands: Available, Deleted, Revoked or Expired. If an invitation could not be delivered, you will see that there too.
Wrong recipient, or the detail is no longer needed? Click Revoke access and the message stops being available immediately.
Frequently asked questions
Does the recipient have to create an account?
No. They get an email invitation, open the link and, depending on the option you chose, enter a code or a key. They do not have to sign up for anything.
Can a connected ChatGPT or Claude read what I send?
No. The message is encrypted in your browser before it leaves, and neither the Assistant nor a connected ChatGPT or Claude has any way to open a confidential send or to create one for you.
Can I send files with Confidential sends?
No, it is designed for text: passwords, logins, personal details or instructions, up to 16,000 characters per message. For files, use File transfers.
What if an email security scanner opens the link before my recipient does?
Nothing happens. Opening or checking the link does not use up the message: it only counts as viewed once it is decrypted and appears on the recipient's screen.
How do I know my recipient has used it?
Check My sends. With the default options, the send changes to Deleted as soon as the recipient confirms they are done. If it expires unused, it shows as Expired.
Can anyone in my organization read what I send?
No. The message is stored encrypted and the history never shows its content. On top of that, each person sees and manages only their own sends: no role, not even administrator, can view or revoke someone else's.
Why not just send the password by email or WhatsApp?
Because there it stays in both inboxes or chats with no expiry date. With Confidential sends, the email only carries a link that stops working once the message is deleted.
Confidential sends and other features
- AgentticVaultKeep your passwords in your personal vault and send one through a temporary link when someone else needs it.
- File transfersTo send files through a link that expires, use File transfers.
- Organization emailThe invitation goes out from the email your organization connected, with its name and logo.
- Activity and auditIt is recorded when each send was created, opened and closed, without storing its content.
- Organization recoveryRestoring a recovery point never reopens a send that has already closed.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.