# Dashboard Apps

Dashboard apps let your team show external tools or internal resources inside the EasyDesk dashboard. They are useful when agents need customer context while handling conversations.

Examples include CRM profiles, order history, subscription details, shipment tracking, or internal admin panels.

## Add A Dashboard App

Go to **Settings -> Dashboard Apps**.

1. Create a new app.
2. Add the app name and URL.
3. Choose where it should appear.
4. Save the app.
5. Open a conversation and confirm the app loads correctly.

Use HTTPS URLs for production apps. Avoid embedding tools that expose sensitive customer data without access control.

## Design Guidelines

A dashboard app should help agents answer faster. Keep the embedded page focused and lightweight:

* Show the most important customer details first.
* Avoid pages that require repeated login.
* Avoid wide layouts that do not fit the panel.
* Use clear empty states when no customer match exists.

## Security Review

Before launch, confirm:

* The embedded app requires authentication when needed.
* Agents should be allowed to see the displayed data.
* The app does not expose unrelated customer records.
* The URL cannot be manipulated to access another account.

## Troubleshooting

If the app does not load, check whether the external site allows embedding in iframes and whether the URL requires a login session the agent does not have.


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