How to connect your internal dashboard
Last updated October 23, 2026
Overview
Open your own internal tools, such as your admin panel, billing system, or an internal app built with tools like Retool or Bubble, inside Atlas. Agents see the customer they're helping in an "Internal dashboard" card in the info pane, so they don't have to search for the same customer in another tool.
Key Features
- Your tools, inside Atlas: The "Internal dashboard" card shows your tool in the info pane.
- Opens on the right customer: The URL can include variables, so the page opens on the customer being viewed.
- One URL for the team: Set it once and every agent sees it.
- Your existing login: Atlas uses your tool's existing authentication flow, so no custom changes are needed in your tool.
How the URL works
The "Dashboard URL" is the link to your tool's customer page. Instead of a fixed customer, you write a variable in curly braces. When an agent opens a ticket, Atlas replaces each variable with the details of the customer on that ticket.
| What you enter in "Dashboard URL" | What Atlas opens for a customer whose user ID is 123 |
https://www.myapp.com/admin/user?user_id={user_id} | https://www.myapp.com/admin/user?user_id=123 |
You can combine several variables in the same URL, separated by &.
| Variable | What it holds |
user_id | The customer's user ID |
user_email | The customer's email |
user_name | The customer's name |
agent_email | The email of the agent viewing the ticket |
Write each variable in single curly braces, for example {user_email}. Use the variables your tool needs to find the customer. A tool that looks customers up by ID needs {user_id}, and one that uses email needs {user_email}.
How to connect your internal dashboard
- Go to "App Configuration > Integrations > Internal Dashboard" .
- In "Dashboard URL", enter the URL of your customer view. Replace the customer's details with variables in curly braces, for example
https://www.myapp.com/admin/user?user_id={user_id}. See "How the URL works" above. - Click "Save". The message "Updated company details." confirms it.
How to open your internal dashboard in a ticket
- Go to "Inbox" and open a ticket.
- In the info pane next to the conversation, click the "Internal dashboard" card. Your tool opens inside Atlas for the customer on that ticket.
How to show or hide the Internal dashboard card
If you don't see the "Internal dashboard" card in the info pane, check that it's turned on.
- Go to "App Configuration > Ticket Management > Info Pane" .
- Open the "Customer timeline" tab.
- Find the "Internal dashboard" card and turn its switch on.
FAQs & Troubleshooting
Which customer does the dashboard show?
The customer on the ticket you're viewing. Atlas fills the variables in your URL with that customer's details.
Does the dashboard show on every ticket?
Yes. Once you save a URL and the "Internal dashboard" card is on, the card appears in the info pane of every ticket. It always opens on that ticket's customer, so the details change from one customer to the next.
Why does the customer ID look like "slack_…"?
{user_id} sends the ID Atlas has for the customer. Customers who first wrote from a channel such as Slack can have an ID from that channel. If your tool doesn't recognize those IDs, find customers by email with {user_email} instead.
Everyone sees the same customer.
The URL probably has a fixed value instead of a variable, for example user_id=123. Replace it with user_id={user_id}, and click "Save".
I don't see the "Internal dashboard" card in the info pane.
Check that:
- You saved a URL in "Dashboard URL" and saw "Updated company details.".
- The "Internal dashboard" switch is on in "App Configuration > Ticket Management > Info Pane" , in the "Customer timeline" tab.
Who sets the URL?
Only Admins can set it. It applies to the whole team.