Dashboard Apps

What it is for

Dashboard Apps let you display your own application or web page directly inside the conversation panel. For example: the customer record from your CRM, an order summary dashboard, your internal tool, a purchase-history page, and so on.

The benefit: giving your agents the context from your own tools without leaving the conversation. They reply to the customer while keeping the useful information right in front of them, all in one place. No more juggling between multiple tabs or pieces of software.

How the display works

You simply provide a URL (the web address of the page to display). Madyis Hub embeds that page in a tab of the conversation panel. When the agent opens a conversation, your page is shown and automatically receives information about the current contact and conversation, so it can display the right customer record at the right time.

ℹ️ Good to know — To show data specific to each customer, your web page needs to know how to receive and use this information. This usually requires a small bit of development with your technical team.

How to add a Dashboard App

1. Go to Settings → Integrations.
2. Choose Dashboard Apps.
3. Click Configure, then Add a new app.
4. Give the app a name (this is what appears on the tab, for example "CRM" or "Orders").
5. Enter the URL of the page to display.
6. Save.

You can add several apps: each one appears in its own tab in the conversation panel.

Where to find it

Open any conversation: your app appears in the side panel, next to the contact's information. Click its tab to display it.

Editing or deleting an app

1. Go back to Settings → Integrations → Dashboard Apps.
2. Find the app in the list.
3. Use the actions next to it to edit it (change the name or URL) or delete it.