Client integration
The client integration plugin enables you to create information widgets within both the desktop and app clients for agents. When an agent is chatting with a known visitor, in a call, handling a ticket or viewing a contact you may provide additonal information about the customer to the agent. Examples could be showing customer information from your CRM, showing recent orders or industry specific data to your agents. You can develop multiple plugins with distinct endpoints, or combine several plugins within a single request.
Showcase
Plugin in client while chatting
Plugin in client while looking at ticket
Plugin in client while in a call
Plugin in client while on contact page
📄️ Setup
How to get started with your own custom client integration:
📄️ Technical description
The client integration plugin allows you to build information widgets within the desktop and app clients for agents. These widgets are displayed when an agent is engaged with a known visitor—whether in a chat, on a call, handling a ticket, or viewing a contact.
📄️ htmx
The client integration supports htmx inside html blocks, enabling interactive server-driven UIs directly in the agent sidebar. Instead of static read-only data, you can build forms, toggles, and multi-step flows where each user action makes a request back to your server and swaps in fresh HTML — all without any client-side JavaScript.
📄️ Example responses
Basic integration
📄️ Example server
Small server built with nodejs 22. This is a proof-of-concept to showcase how a minimal client integration could work.