Internal dashboard integration

Learn how to connect your internal dashboards to Atlas for a seamless agent experience.

Overview

Atlas allows you to integrate your internal dashboards directly into the platform. This feature helps reduce context switching for agents, allowing them to access important information without leaving the Atlas interface.

How it works

The internal dashboard integration in Atlas works by allowing you to embed your existing dashboards using a URL-based system. You can pass specific variables from Atlas to your dashboard, ensuring that the displayed information is relevant to the current context.

Setting up the integration

To integrate your internal dashboard, go to “ App Configuration > Integrations > Internal dashboard ”. You'll see a field where you can paste your dashboard URL.

Available variables

Atlas provides a comprehensive set of variables that you can use in your dashboard URL. These variables allow you to pass context-specific information to your dashboard. Some examples include:

The exact list of available variables is documented within Atlas, ensuring you have access to all the information you might need.

Example integration

Here's a simple example of how you might use these variables in your dashboard URL:

https://your-internal-dashboard.com?user_id={{user_id}}&user_email={{user_email}}&user_name={{user_name}}

In this example, Atlas would replace {{user_id}}, {{user_email}}, and {{user_name}} with the actual values for the current context.

Accessing the integrated dashboard

Once set up, agents can access the internal dashboard directly from within Atlas. This is typically done through a dedicated "Internal Dashboard" button or menu item.

Benefits for agents

This integration offers several benefits for your support team.

Reduced context switching

Agents can view necessary information without leaving Atlas.

Faster issue resolution

With all information readily available, agents can solve problems more quickly.

Improved focus

By staying within one interface, agents can maintain their concentration on the task at hand.

Customization

The flexibility of this system allows you to integrate various types of internal tools, not just dashboards. You could potentially link to custom admin panels, internal wikis, or any other web-based tool that your team uses regularly.

Best practices

When implementing this integration: