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Dashboard apps: show your own system inside a conversation

Last updated: 26 September 2026 · 4 min read

A dashboard app opens a page of your own system (for example, orders or a CRM) inside the conversation screen. The agent sees the customer's data without opening another tab. Your developer builds the page.

Steps

  1. 1

    Open the apps page

    On Settings › Workspace settings › Integrations, click “Configure” on the “Dashboard Apps” card.

  2. 2

    Add an app

    Click “Add a new dashboard app”. Fill in the “Name” and “Endpoint” (the page URL) fields and click “Submit”.

  3. 3

    Use it in a conversation

    When you open a conversation, a tab with the app's name appears at the top. The page receives data about the open conversation and contact, and shows information based on it.

  4. 4

    Change or delete

    The list has the “Edit app” and “Delete app” buttons.