Embedded Mode
Access the helpdesk directly within your CRM interface
Your helpdesk can run directly inside your CRM as an embedded application. This means agents can manage tickets without switching browser tabs or learning a separate tool — everything lives within the CRM they already use.
How it works
When accessed from within your CRM, the helpdesk loads in an embedded frame that fills the available space. The interface automatically adapts:
- Theme matching — The helpdesk detects your CRM's colour scheme (light or dark mode) and adjusts to match, so the experience feels native.
- Sidebar auto-collapse — The navigation sidebar collapses to maximise screen real estate inside the CRM's layout.
- Resizable layout — The three-pane ticket view (list, conversation, detail panel) supports drag-to-resize so agents can adjust the layout to their preference.
Opening in a new window
Some tasks benefit from a full browser window. Every page in embedded mode includes an Open in new window button that launches the helpdesk in a standalone tab. This is useful when you need more screen space for complex tickets or settings configuration.
User preferences
Individual users can set their preferred mode under their profile:
- Embedded (default) — The helpdesk opens within the CRM.
- New tab — Clicking the helpdesk in your CRM always opens a full browser tab instead.
This preference is per-user and does not affect the rest of the team.
Your agency branding (logo, colours, and custom terminology) applies in embedded mode just as it does in the standalone view.