Save an enquiry from any portal — with a browser bookmark
Many customers send RFQs through a portal (SAP Ariba, SAP, Salesforce, Coupa, or their own custom site) — the email only has a link, and the actual product list lives on a page you have to log in to see. Save to Intigra turns that page into an enquiry with one click — using an ordinary browser bookmark. Nothing to install, no permissions, no admin rights.
What it does
When you're looking at the RFQ page in your browser, you click Save to Intigra in your bookmarks bar. It reads the page you're already viewing, sends it to Intigra, and the AI works out the other party and products, decides whether it's an enquiry, order, or quotation, and stages it in your AI Inbox for review — exactly like an inbound email.
It works on any portal, because it reads the page you see rather than connecting to each portal's system. The same button works on a webmail page or an in-browser PDF too.
What it does NOT do
- It never logs into the portal and never stores any portal password. It only reads the page already open in your own logged-in tab.
- It doesn't send anything to the portal — the only thing it talks to is Intigra.
- It doesn't decide anything on its own. Every clip still waits in your AI Inbox for a person to review and approve, just like an email — see Reviewing & approving.
Setting it up (once)
Open the AI Inbox, click the options menu (top right), and choose Install in Web. (In the desktop app this opens the page in your normal web browser, because the bookmark has to live in the browser you use for portals.) You can also reach it from AI Settings → Save to Intigra → Set up.
On that page:
- Sign in once with your Intigra company username, your username, and password — the same login you use on the website. (The password is only used to obtain a save token; it's never stored.)
- Drag the Save to Intigra button up onto your browser's bookmarks bar. Press
Ctrl+Shift+Bif the bar is hidden.
On Firefox you can instead right-click the button → Bookmark Link…. On Chrome and Edge, dragging is the only reliable way — pasting the link into the bookmark dialog won't work.
Who can clip: the firm must have AI features enabled, and each user also needs the Clip to AI Inbox via Browser Extension permission (AI category). Without it, sign-in works but every clip is rejected. Grant it to your field staff under Settings → Users → Permissions — they don't need any inbox-review permission just to send clips.
Set this up in the same browser you use for your portals. To use it on another computer or browser, just open the Install in Web page there and drag the button again.
Using it
- Open the customer's RFQ page in your portal.
- Click Save to Intigra in your bookmarks bar.
- A small Intigra tab opens and shows "Saved — review it in your AI Inbox", then you can close it. Open the AI Inbox to check the customer and product matches and approve it.
If you clip the same page twice, it's saved only once.
When a portal hides the items behind a download
Some portals don't show the line items on the page — they put them in an Excel or PDF you have to download. In that case the clipper can't read them from the page. For now, download that file and attach it to the enquiry the normal way; richer support for download-only portals is planned.